CPE & Event Catalog

Utilizing Power Query to access data from the web, spreadsheets, folders, and databases. Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel. Producing various reporting documents from data delivered from Power Query.

Accounting information systems and packages. Computer software in managerial accounting. Information security and data protection. The accountant and the networked environment. The accountant and database management systems. Information systems and financial analysis.

An overview of financial management. Financial statements and cash flow. Evaluating a firm's financial performance. The time value of money. Valuation of stocks and bonds. Capital budgeting: techniques and practice. Short-term financing. Debt financing. International finance.

Understanding your QBO subscription and licensing options. Recording routine and non-routine transactions in QBO. Importing and exporting data to/from QBO. Creating effective reports. Describing the process for integrating third-party applications with QBO. Troubleshooting issues with QBO reports and data.

Retailers and their structure. Retail management requirements. Retail store location. Store buildings, fixtures, and equipment. Arranging the store's interior-layout. Structure of retail. Retain human resource management, and more.

Changes in accounting principle. Changes in accounting estimate. Changes in reporting entity. Correction of an error in previously issued financial statements. Corrections related to prior interim periods. Accounting changes disclosures. Error corrections disclosures. Updating reserves. Issuing customer invoices. Valuing inventory. Calculating depreciation.

The duration of a report. Responsibility reporting. The flash report. Expense reporting. Margin reporting. Variance reporting. The purchase price variance. Material yield variance. Labor rate variance. Variable overhead spending variance.

Role of an accountant. Chart of accounts. General ledger and trial balance. Accounting procedures accounting for receivables. Accounting for investments, and more.

Overview of best practices. Credit best practices. Billing best practices. Collections best practices. Cash best practices. Payable best practices. Payroll best practices, and more.

Overview of ASC 250. Basic principles. Accounting treatment. Direct and indirect effect of retrospective applications. Change in accounting estimate. Disclosure requirements. Reporting the correction. Use of accounting estimate. Change in reporting entity. Assessing the materiality.

Changes in accounting principle. Changes in accounting estimate. Changes in reporting entity. Correction of an error in preciously issued financial statements. Corrections related to prior interim periods. Materiality of an error.

Changes in accounting principle. Changes in accounting estimate. Changes in reporting entity. Correction of an error in preciously issued financial statements. Corrections related to prior interim periods. Materiality of an error.

Accounting controls environment. Order entry controls. Credit controls. Shipping controls. Customer billing controls. Collection controls, and more.

Accounting estimates.

Auditor overall responsibilities. Evaluating methods of estimation. Identification and evaluation of significant assumptions. Auditor derived expectations. Evaluating post-measurement date evidence. Evaluating audit results. Audit challenges. Best practices when auditing accounting estimates.

Accounting estimates: risks, challenges, and potential bias. Risks and challenges in using estimates. Examples of key estimates. Fair value measurements. Impairment of goodwill and other intangible assets. Contingent liabilities. Revenue recognition. Pension and other post-retirement benefits. Income taxes. Allowance for doubtful accounts. Stock-based compensation. Asset retirement obligations.

Accounting standards related to lease transactions.

Recent cases of accounting fraud. Motivations of fraud. Opportunity for fraud. Koss corporation. Fair finance company. Diamond foods.

Characteristics of useful accounting information. AIS and business processes. The data processing cycle. Types of fraud. The fraud triangle. Computer attacks. Fraud and theft detection. Control principles, and more.

Changes in accounting principle. Accounting for the change in accounting principle. Justifying a change in accounting principle. Change in accounting principle. Disclosures required for changes in accounting principles. Change in accounting estimate. Change in reporting entity. Accounting standards updates.