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CPE & Event Catalog

Showing 926 All Events Results

Excel Power User Module 2: Fundamental Functions, Concepts, Techniques ON DEMAND

Available Until

Your Desk

2.0 Credits

Better summing. Skinny row. Hide worksheets. Highlight input cells. Workbook organization. Worksheet organization. Nested functions. Selection groups. Workbook design principles.

Excel Power User Module 3: Six Critical Excel Functions ON DEMAND

Available Until

Your Desk

2.0 Credits

Conditional summing basics with SUMIFS. Remove duplicates. Lookup basics. Improving VLOOKUP with MATCH. Improving VLOOKUP with VALUE and TEXT. Moving beyond VLOOKUP with INDEX.

Excel Power User Module 4: Handling Errors and Comparing Lists ON DEMAND

Available Until

Your Desk

2.0 Credits

Trap errors with IFERROR. The IF function. List comparisons. The ISERROR function. Multicolumn list comparisons with COUNTIFS. Indentation. Perform lookups with SUMIFS.

Excel Power User Module 5: Date and Text Functions ON DEMAND

Available Until

Your Desk

2.0 Credits

Determine the last day of the month with EOMONTH. Date parts: MONTH and YEAR. Build your own date with DATE. Concatenation basics. Improve SUMIFS with CONCATENATE.

Excel Power User Module 6: Time-Saving Techniques ON DEMAND

Available Until

Your Desk

2.0 Credits

Dynamic headers. Horizontal reports. Mapping tables. Data validation and reporting. Improving error check with Boolean values and the logical AND function.

Excel Power User Module 7: Introduction to PivotTables ON DEMAND

Available Until

Your Desk

2.0 Credits

PivotTable basics. Row fields. Value fields. Column fields. Filter fields. Updating data. Groups and subtotals. Value formats.

Excel Power User Module 8: PivotTable vs. Formula-Based Reports ON DEMAND

Available Until

Your Desk

2.0 Credits

Report type comparison options. Report layout and design. Multiple value fields. Calculated fields. Calculated items.

Excel Power User Module 9: PivotTable Wrap-Up and Web Data ON DEMAND

Available Until

Your Desk

2.0 Credits

Show values as. Sorting. Filtering. Hybrid reports with GETPIVOTDATA. Web data.

Faces of Fraud: Stay Safe from the Latest Threats FLEXCAST

Available Until

Your Desk

1.0 Credits

Prevent social security fraud. Prevent identity theft. Prevent scams. Prevent mortgage fraud. Prevent tax fraud.

Fair Value Accounting: An Overview ON DEMAND

Available Until

Your Desk

5.0 Credits

Evolution of fair value. Measurement. Valuation techniques and inputs. Auditing fair value measurements and disclosures. Fair value option. Fair value controversy.

Faster Disaster Recovery FLEXCAST

Available Until

Your Desk

2.0 Credits

Five-step disaster recovery cycle. Disaster recovery. Uncommon disasters. Common disasters. Preparing for disasters. Surviving disasters.

Financial Planning: Challenges For The Astute CPA FLEXCAST

Available Until

Your Desk

2.0 Credits

Personal financial planning. Insurance issues. Selecting insurance companies.

Financial Statement Analysis: Informing Decisions and Adding Value FLEXCAST

Available Until

Your Desk

2.0 Credits

Reasons for financial statement analysis. Analyzing financial statements. Users of financial statements. Analyzing financial statements. Concerns of users of financial statements. Types of financial statement analysis. Gross profit analysis. Steps to break-even analysis. Horizontal and vertical analysis. Ratio analysis. The overall cash flow pipeline. Measures of earnings quality. Reasonableness of earnings relationship to cash flow.

Financial and Tax Planning Pitfalls and Practical Solutions for Divorce FLEXCAST

Available Until

Your Desk

5.0 Credits

Financial strategies and realities during divorce. Property settlements. Financial support issues. Retirement strategies. Valuation issues. Asset selection and investing.

Flourishing In A Crisis: Changing Yourself, Your Team, And Your Firm FLEXCAST

Available Until

Your Desk

2.0 Credits

Recover from the 'shock' of change. Powerful 'stewardship' model. Building blocks of key practices. How to break bad habits. Build good habits. Overcome the 'immunity' to change.

Form 5329: Exceptions to Early Distribution Penalty FLEXCAST

Available Until

Your Desk

1.0 Credits

Additional tax on early distributions. 60-day waiver request. Self-certification rollover list. Revenue procedure 2020-46. Higher education expenses exception. First home exception. ABLE accounts. Additional tax on excess contributions. RMD penalty waivers.

Form 8606: Nondeductible IRAs FLEXCAST

Available Until

Your Desk

1.0 Credits

Contributions to traditional IRAs. Form 8606 best practices. Recreating cost basis. Backdoor Roth IRA. Distributions from traditional IRAs. Distributions from Roth IRAs. Qualified charitable distribution.

Formatting Excel Spreadsheets the Right Way FLEXCAST

Available Until

Your Desk

2.0 Credits

Creating and using Styles in Excel. The accounting format and why you should use it. How to create custom formats. Formatting dates for maximum impact. The advantages of storing formats in templates.

Forms 1041: Basic Trust and Estate Income Tax Preparation FLEXCAST

Available Until

Your Desk

4.0 Credits

1041 specifics. Role of the fiduciary. Role of the tax preparer. Allocation of deductions. TCJA issues. Tax exempt income.

Fraud Investigation Reporting ON DEMAND

Available Until

Your Desk

1.0 Credits

Fraud investigation reporting.

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The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of group-live and group-internet-based continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org