CPE & Event Catalog

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

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

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

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.

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

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

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

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

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

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

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

Personal financial planning. Insurance issues. Selecting insurance companies.

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

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.

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.

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.

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.

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

Fraud investigation reporting.