CPE & Event Catalog

The balanced scorecard.

Performance cycle. How to prepare a review. How to deliver a review.

Diversity. Equity. Inclusion.

What Sustainability is in today's world and why a business owner should care. How Sustainability Frameworks are starting to shift business. Where accounting fits into the Sustainability and ESG puzzle. The benefits of embracing Sustainability frameworks. A focused look at B Corporation certification.

Accounting basics. The interpretation of financial statements. Discounted cash flow techniques. Capital structure analysis. Business valuation. Product development. Supply chain management. Building and managing teams. Business strategy.

Mindfulness. The compass of mindfulness. 8-minute CPA mindfulness practice. Science of neurology. Application of mindfulness.

Controller job description. Cash management. Credit and collections management. Billing management. Inventory management. Fixed assets management. Accounts payable management. Equity management. Payroll management. Department management. Closing the books. Financial statements. Public company financial reporting. Management reports. Ratio analysis. Budgeting. Capital budgeting. Computer system selection and installation.

Behavioral profiling. Psychology and reasoning related to both investigators and perpetrators.

The neuroscience of psychopathy. The psychology of skepticism. Psychology and reasoning related to both investigators and perpetrators.

Data transparency and access. Data deletion and portability. Definition of personal information. User opt out and the right to be forgotten. Understanding the fines and risks.

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.

Building an effective time management framework. Three time factors-time wasters, time savers and time management techniques. Managing "oneself" to improve the management of time.

Exemptions and exclusions. Portability and step-up in basis. Asset valuation. Discounts. Marital and charitable deductions. Transmission expenses and administration expenses (706 or 1041). Income in respect of a decedent and retirement plan assets. Life insurance and annuities. Trust or estate administration. Trust funding.

Will your advance directive protect you both personally and financially? Creating trusted planning relationships. Retirement plans. ROTH planning and conversions. Reverse mortgages.

New developments: Federal and California update. IRS audits of estate tax returns. New RMD rules, Roth conversions and estate planning for large retirement plans. Update from Washington regarding tax law changes. Helping your clients reduce, defer or eliminate capital gains taxes. Trust reformation and decanting update. Hot topics in international tax and estate planning and considerations for transfers to non-U.S. citizen spouses. Valuation of notes. The feasibility of using IDGTs and how you use it. Planning for changing exemption in 2025. Flow-through entities and impact on trusts. Changing exemption panel discussion. Charitable planning. Special needs trusts.

Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.

"Income" for distribution purposes. Simple trusts. Deductions. Interest and dividends. Rental income. Partnerships and other pass-throughs.

What is the significance of the retirement plan beneficiary? Primary vs. contingent beneficiaries. Is a trust a "designated beneficiary?" Why do people want to name a trust as the beneficiary? Income tax aspects of trusts as beneficiary. What happens when the trust beneficiary dies?

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.