CPE & Event Catalog

SEPP. Exceptions to early distribution penalty. Fixed annuitization method. Notice 2002-62. Life expectancy tables. Private letter rulings. Planning considerations.

QuickBooks. Fundamentals of small business internal control. Implementing effective preventive controls with QuickBooks. Detecting issues using internal controls. The value of compensating controls in QuickBooks.

Understanding the Office 365 cloud interface. Cloud storage with SharePoint and OneDrive. Full review of apps and services to improve productivity.

Conducting conferences with the auditee. Presentation skills. Staffing and selling the findings. Soliciting written comments. Incorporating the auditee's response.

Named ranges. Named constants. Named formulas.

Conditional formatting basics. Conditional formatting icon sets. Conditional formatting formulas.

Sources and effects of stress. Stress management techniques.

Planning around new tax laws. ESG

Data sharing and management. Databases and relational data. Power Query and Power BI. Zapier, IFTTT, and more.

Presentation of financial statements. Statement of cash flows. Consolidated and separate financial statements. Accounting policies, estimate changes and errors. Financial reporting in hyperinflationary economies. Earnings per share. Interim financial reporting. Operating segments. Joint arrangements. Investments in associates and joint ventures. Disclosure of interests in other entities. Inventories. Property, plant, and equipment. Intangible assets. Investment property. Impairment of assets.

Understanding the entity and its environment and the applicable financial reporting framework. Understanding the components of the entity's system of internal control. Considerations for understanding it. Identifying and assessing the risks of material misstatement

The background of OpenAI and ChatGPT. Prompt Engineering. Using ChatGPT to find CPA-related answers. Practical strategies for keeping up with AI.

Single Audit. Intro to Single Audit.

SASB. FSA credential. Sustainability reporting. Key Performance Indicators.

Difference between cannabis, hemp, and marijuana. Marijuana's Schedule I status. Obtaining a marijuana license.

Planning around new tax laws. Investing in virtual currency.

The key is to focus. Getting clients. Places to look for clients. Two major projects. Marketing materials. Build your online presence.

The five-step key financial ratio analysis model and illustrative case studies. Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate. Lendable real estate equity model. Key ratio software applications. Z-score (bankruptcy prediction) and sustainable growth models.

Leadership roadblocks. Leadership vs. managing. Skill-building techniques: communications, negotiations and personal marketing. Psychodynamic leadership theory. Leadership traits, skills, and styles.

A new type of workplace diversity. Traditionalist generation. Baby boomers. Generation X. Generation Y.