CPE Catalog & Events
Excel - Create KPI Dashboards for Maximum Impact
Available Until
TBD
2.00 Credits
Member Price: $79
Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
Excel - Feature Review in 100 minutes
Available Until
TBD
2.00 Credits
Member Price: $79
Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Excel - Formatting Spreadsheets for Beginners
Available Until
TBD
2.00 Credits
Member Price: $79
Cell formatting basics (fonts, fill, borders, alignment, numbers)Using quick formatting tools (Cell Styles, copy & pasting, cell formats)Printing your spreadsheets (page layout, printing to paper and PDF) Creating and using templatesCreate a Default layout (Workbook, sheets, settings)
Excel - From a Blank Sheet to a Finished Workbook
Available Until
TBD
2.00 Credits
Member Price: $79
Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
Excel - Functions and Formula Shootout
Available Until
TBD
2.00 Credits
Member Price: $79
Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations
Excel - Fundamentals, Data Entry and Basic Formulas
Available Until
TBD
2.00 Credits
Member Price: $79
Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)
Excel - New Features That Benefit Excel 2019 & O365 Users
Available Until
TBD
2.00 Credits
Member Price: $79
The new capabilities of Array FormulasNew formula functions, including XLOOKUP, XMATCH, SEQUENCE and moreUsing the Ideas featureMany more new features
Excel - Two Must Know Features; Defined Name and Tables
Available Until
TBD
2.00 Credits
Member Price: $79
Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheetsUsing the structured calculations in Excel Tables
Excel - Using Charts for a Non-Financial Audience
Available Until
TBD
2.00 Credits
Member Price: $79
Selecting the right type of chartCreating dynamic chartsChoosing what data to display as a chartCustomizing charts using various optionsPrinting and sharing charts
Excel - Using PivotTables for Data Analysis
Available Until
TBD
4.00 Credits
Member Price: $159
The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Excel - Working With Text, Date and Time Functions and Formulas
Available Until
TBD
2.00 Credits
Member Price: $79
Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerforming date and time calculations with the Date and Time functions
Exploring Internal Controls: That Could Have Prevented Frauds
Available Until
TBD
2.00 Credits
Member Price: $79
Examination of actual frauds Discussion of internal controls that could have prevented the frauds Contemplation of epiphanies for your own professional scenarios
Financial Statement Shenanigans
Available Until
TBD
2.00 Credits
Member Price: $79
Factors that cause people to commit financial statement fraud The seven most common ways of "cooking the books" Specific corporate scandals which highlight "financial shenanigans" Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud
Fixing Your Chart of Accounts
Available Until
TBD
1.50 Credits
Member Price: $59
Current Chart of Accounts Best Practices Why developing a chart of accounts begins with studying your organizational chart How to identify your account segments Determining the order of your account segments Best practices for numbering account bases How to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differs Two key approaches for preserving your historical data What to know when making major chart of accounts changes
Fraud & Embezzlement; Case Studies from the Trenches
Available Until
TBD
2.00 Credits
Member Price: $79
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. illustrations of the issues companies should look for in preventing fraud and embezzlement.
Fundamentals of Income Taxation
Available Until
TBD
2.00 Credits
Member Price: $79
Standard Deductions v. Itemized Deductions Defining ordinary income, capital gains and qualified dividends. Cash v. Accrual methods Above- and Below- the Line deductions Extensions for filing a return Calculating the federal tax liability
History of Investing
Available Until
TBD
1.50 Credits
Member Price: $59
Early concepts of investment managementGordon Growth Model Harry Markowitz: Risk Return Trade-OffFama & French: Factor ModelingWhich factors are better?Smart BetaIncorporating Client Behavioral BiasesWhat's Ahead?
How Fraud Can Affect Smaller Organizations
Available Until
TBD
4.00 Credits
Member Price: $159
The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
IRS Penalties and Abatements
Available Until
TBD
2.00 Credits
Member Price: $79
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
If You Only Knew What Microsoft Word Could Do
Available Until
TBD
2.00 Credits
Member Price: $79
Best practices for those creating Word documents of all typesUsing Word Styles to enhance and organize documentsWord features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value