CPE Catalog & Events
Profitability Pricing: Boost your Bottom Line
-
Webinar
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
The 10 Must Know Excel Features
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.
The Generation-Skipping Transfer Tax and Dynasty Trusts 25-26
-
Webinar
4.00 Credits
Member Price: $175
Calculation of the GST tax, and how it relates to the estate tax and gift tax Direct skips, taxable distributions, and taxable terminations GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts Calculating the benefit of and designing Dynasty Trusts
Complete Guide to Analyze Data with Excel PivotTables
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
Effective Coaching Strategies for High Performance
-
Webinar
4.00 Credits
Member Price: $129
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
Guide to Deducting Travel, Meals and Entertainment Expenses
-
Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
Leases: ASC Topic 842 in Depth 25-26
-
Webinar
8.00 Credits
Member Price: $329
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Introduction to Yellow Book: 8-Credit Boot Camp
-
Webinar
8.00 Credits
Member Price: $225
Accounting & Auditing Yellowbook Uniform Guidance
Build Better Budgets: Fundamental Techniques
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Digging Deep with Excel Pivot Tables
-
Webinar
3.00 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
K2's The Best Kept Secrets Of Microsoft 365
-
Webinar
4.00 Credits
Member Price: $79
New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use
Excelling at Excel: Tips, Tricks and Updates
-
Webinar
4.00 Credits
Member Price: $79
Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis
How to Audit Prepaid Expenses
-
Webinar
4.00 Credits
Member Price: $79
Pre-paid Expenses Auditing Yellowbook
Building Your Personal Net Worth: Invest in Your Future
-
Webinar
1.00 Credits
Member Price: $79
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Surgent's Excel Tables and Conditional Summing
-
Webinar
2.00 Credits
Member Price: $99
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Critical "Soft" Skills for CFOs and Controllers
-
Webinar
6.00 Credits
Member Price: $129
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications
-
Webinar
6.00 Credits
Member Price: $129
Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business
Building a Better Budget in a Time of Uncertainty
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
Consulting Services Secrets
-
Webinar
3.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
Criminal Tax: How CPAs Bring Value to Defense Attorneys
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.