CPE Catalog & Events

The story. Integration with operations. The controlling landscape. Controlling top tips.

The balanced scorecard.

Accounting basics. The interpretation of financial statements. Discounted cash flow techniques. Capital structure analysis. Business valuation. Product development. Supply chain management. Building and managing teams. Business strategy.

Mindfulness. The compass of mindfulness. 8-minute CPA mindfulness practice. Science of neurology. Application of mindfulness.

Controller job description. Cash management. Credit and collections management. Billing management. Inventory management. Fixed assets management. Accounts payable management. Equity management. Payroll management. Department management. Closing the books. Financial statements. Public company financial reporting. Management reports. Ratio analysis. Budgeting. Capital budgeting. Computer system selection and installation.

Data transparency and access. Data deletion and portability. Definition of personal information. User opt out and the right to be forgotten. Understanding the fines and risks.

Understanding arrays of data and how they are useful. Distinguishing between "legacy" array formulas and array formulas in "dynamic array-aware" versions of Excel. Using Excel's new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE. Applied examples of array formulas.

Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.

"Income" for distribution purposes. Simple trusts. Deductions. Interest and dividends. Rental income. Partnerships and other pass-throughs.

Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query. Methods of automating and enhancing report generation processes using templates and refreshing data from related applications. Advanced Power Query techniques.

Boiler and machinery insurance. Business interruption insurance. Commercial automobile insurance. Commercial crime insurance. Commercial general liability insurance. Cyber risk insurance. Directors' and officers' liability insurance. Life insurance. Medical insurance. Political risk insurance. Professional liability insurance. Property insurance. Surety bonds. Surplus lines insurance. State unemployment insurance. Workers' compensation insurance. Reinsurance. Insurance for the home business.

U.S. GAAP vs. IFRS. Revenue recognition and business combinations. Business combinations similarities. Business combinations differences.

Rearranging a pivot table. Modify a pivot table. Slicers. Group. Pivot table calculations. Auto formatting a pivot table. Pivot table charts. Data source.

Value pricing defined. Sales cycle. Proposals. Value pricing. Sales. Buying.

Managing risks. Selecting insurance companies. Transferring client risk. Marketplace products. Insurance client needs. Insurance contracts. Life insurance policy.

SQMS 1. SQMS 1. SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.