CPE & Event Catalog

Technological feasibility. Costs incurred after technological feasibility. Production costs. Inventory costs. Purchased software for resale. Funded software development arrangements. Amortization of capitalized costs.

Productivity. Learning curve. Building rapport.

Business structure of the practice. Practice management. Marketing. Technology. Licensing and regulatory requirements. Personal financial planning process.

New functions in Excel such as TEXTJOIN, IFS, and SWITCH. Working with CUBE functions and Data Models. Extracting data from PivotTables with the GETPIVOTDATA function. Summarizing data with the SUBTOTAL and AGGREGATE functions. Creating reports using EOMONTH, INDIRECT, and SUMIFS. Working with Excel's primary date-oriented functions.

Foundation concepts. Case studies.

Exchanging and working with QuickBooks data. Advanced reporting issues. Managing inventory with QuickBooks.

Trust or will (probate estate). Revocable trust. Administrative trust. 65-day election. Fiduciary income tax return.

Overview of third-party add-on solutions. Review add-ons for both traditional desktop and small business products. Shortfalls of specific add-on solutions. Strengths and weaknesses of various solutions.

Analytical procedures. Critical thinking.

Anti-fraud protocols. Fraud ethics. Fraud policy. Small business fraud prevention.

Asset protection. Trusts. Divorce.

Generally Accepted Audit Standards (GAAS). Key Audit Standards. Audit Documentation - Tips. Risk Assessment Procedures (RAP). Directional Risk - GAAP. Internal Control Framework. Internal Control - Best Practices. Internal Control Deficiencies Evaluation. Substantive Analytics - Tips. Audit Considerations.

Department of Labor update. SAS 136 (Part 1): Overview and lessons from an early adopter. SAS 136 (Part 2): Deeper dive. A&A Update. Legislative issues: what's coming. Common audit deficiencies. Most common operational errors and fixes.

Revocable trust. Estate planning with gifts. Portability. Adequate disclosure. DAF vs. private foundation. ILIT issues. Taxation of annuities.

Microsoft Word's best features. Taking control of Microsoft Outlook. Creating more effective presentations with PowerPoint.

Emerging technology trends that affect your strategy. Purchase guidance on what to approve and avoid. Innovative applications for productivity and efficiency. Interesting technology to test and consider.

Brazen employee theft. Ayer family trust. Pet First healthcare. Koss corporation.

Importance of being financially bilingual. Overall differences and similarities between U.S. GAAP and IFRS. Identifying the acquirer. Determining the acquisition date. Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree. Recognizing and measuring goodwill or gain from a bargain purchase.

Setting goals and problem solving. Creating a marketing plan. Building rapport with prospects. Asking the right questions. Implementing solutions. Negotiating next steps.

Types of business insurance. Business interruption insurance. Property insurance. State unemployment insurance. Workers' compensation insurance. Insurance for the home business.