CPE & Event Catalog

Effective decision making. Problem solving. Cognitive biases. Stereotypes. Values.

Elements of effective feedback. Proper feedback delivery. Successful feedback seeking.

Prioritizing work. Leveraging relationships. Protecting work time. Learning to say no.

The challenge of the pace of A.I. and emerging technologies. The relationship between technology and productivity. Increase your productivity with tools you already use. Recognize the relationship between productivity and value.

Elder care.

Five attributes of audit finding. Improve finding's presentation. Techniques for finding's results. Techniques to develop recommendations.

Data science and big data. Robotic Process Automation (RPA). Machine learning. Artificial intelligence. Blockchain, cryptocurrency, and stable coins. 5G. Quantum computing. Other emerging technology. 3-D printing. Robotics, drones, and autonomous vehicles. VR and AR.

Compensatory stock. NQs, RSUs, ISOs, and ESPPs. Stock option reporting. An opportunity to plan. Other special circumstances.

401(k) plans. Qualified disaster loans. Early distribution penalty exceptions. Form 5329. Required minimum distributions. Roth 401(k) vs. Roth IRA. Mega Back Door Roth IRA.

Overview of mid-market solutions. Probable third-party solutions required. Accounting solutions for specific industries. Specific strategies to use on selecting a system. Guidance on preparatory steps and conversions.

ASU definition. Where to find ASUs. What's included in ASUs. Main provisions and how they differ from current U.S. GAAP. Transition requirements. FASB technical agenda. Determining applicability/materiality. Evaluating options. Assess disclosures and benchmark. Tacking, updating, and adopting.

S Corp general taxation. Preparing Form 2553. Fixing S-Elections. Stock basis ordering rules. S Corporation health insurance.

Fundamentals of effective visualizations. Creating visualizations in excel. Beyond the basics for more effective visualizations and communication.

Macro recorder. Visual basic editor. Quick access toolbar.

External data. Text files. Data preparation. Accounting system data. Getting graphics.

Selected shortcuts. Named references tables. Data validation. Conditional formatting basics.

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.