CPE & Event Catalog

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

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.

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

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.

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.

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.

Alteryx terminology. The complementary relationship between Alteryx and Excel. Importing data into Alteryx: an introduction to the Input Data Tool. The Select Records Tool. The Dynamic Rename Tool. The Output Data Tool.

The story. Integration with operations. The controlling landscape. Controlling top tips.

Understanding arrays of data and how they are useful. Distinguishing between "legacy" array formulas and array formulas in "dynamic array-aware" versions of Excel. Using Excel's new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE. Applied examples of array formulas.

Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query. Methods of automating and enhancing report generation processes using templates and refreshing data from related applications. Advanced Power Query techniques.

VLOOKUP function. SUMIFS function. VLOOKUP and SUMIFS comparison.

Rearranging a pivot table. Modify a pivot table. Slicers. Group. Pivot table calculations. Auto formatting a pivot table. Pivot table charts. Data source.

SQMS 1. SQMS 1. SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.