CPE & Event Catalog

Five fundamentals of spreadsheet design. Array formulas. Conditional and Boolean functions. Understanding GETPIVOTDATA and cube formulas. INDIRECT and OFFSET. Dates and time.

Using financial functions to calculate loan payments, depreciation, and cash flows. Retrieve summarized data with the GETPIVOTDATA and CUBEVALUE functions. Making sophisticated calculations with array formulas.

Wine industry market trends.

Introducing Microsoft Teams. Creating and managing a Team. Communication options in Teams. Collaborating in Teams.

The supervisor's role and making decisions. Objectives, supervisory planning and control. Organizing, delegating, and communicating. Motivation and employee development. Building team effort, counseling and appraising. Handling absenteeism, tardiness and conflict. Discrimination and supervising problem employees. Labor contracts and discipline issues. Reducing costs and supervising safety. Organizational politics. Managing supervisory time and self-development programs.

Motivation. Recognition and rewards. Feedback. Status differentials. Authenticity.

Becoming a stronger negotiator. Negotiation skill building, effective communications, telephone techniques and the negotiation process. The role of empathy, ego and needs in negotiations.

Leadership development.

Leadership development.

Leadership development.

Leadership development.

Key issues with traditional reporting models. The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments. How to create "repeatable/refreshable" reports in Excel that link data from external data sources.

What is a Non-GAAP financial measure? What drove the increase in use of Non-GAAP financial measures regulation S-K? Prominent presentation. SEC comment letters.

Nonprofit entity. Basic nonprofit accounting concepts. Nonprofit financial statements. Revenue accounting. Government grants. Investment accounting. Inventory accounting. Fixed asset accounting. Lease accounting. Pension plan accounting. Joint costs and allocations. Accounting changes and error corrections. Fair value. Other accounting topics. Split interest agreements. Affiliated organizations. Mergers and acquisitions. Nonprofit tax reporting. Closing the books. Nonprofit budgeting. Accounting controls. Nonprofit policies. Analysis of a nonprofit's financial health.

Nonprofit organization (NPO) overview. FASB guidance. Unique auditing issues for NPO. Audit documentation. Standards for charity accountability (BBB). 5 ways NPO can detect and prevent fraud.

Not-for-profit GAAP. Expense allocation methodologies. Risk management. Accounting errors.

Tax compliance. Donor relations.

Oil and gas overview. Oil and gas terminology. Asset impairment and depletion. Asset retirement obligations and derivatives.

Business performance improvement strategies. Management styles. Capital Structure. Financial stakeholder communications.

Insurance distribution and analysis. Insurer operations, financial performance, and pricing. The insurable interest concept. Claims and losses. Insurance management, claim problems and administration. Accounting for insurance.