CPE & Event Catalog

The 45L Energy Efficient Home Tax Credit.

7 habits of effective auditors.

Search for financially viable solutions. Prune the business. Manage the bottleneck. Advise on acquisitions. Act on risk. Monitor cash flows. Manage strategy. Search for the next crisis

Search for errors. Adjust workloads. Eliminate reports. Close the books fast. Automate transactions. Improve cash flows. Point out financial problems.

General principles of US GAAP and IFRS standards. Rules. Significant differences. Inventories and investments. Similarities. Restrictions. Special considerations.

Mergers and acquisitions. Key concepts. Factors to consider. Impact of a merger. Other matters. Divestiture. Candidate for divestiture. Tax implications. Accounting for divestitures.

Cryptocurrency.

Compilations. Preparation engagements. Efficiency tips.

SSARS 21. SSARS 25. Special purpose frameworks.

Tools for evaluating and summarizing licenses and privacy policies. Definitions of significant terms and concepts often used in software licenses. Review critical terms associated with services like Microsoft 365 or QuickBooks Online.

Multiple contracts with same customer. Enforceability and payment terms. Contract modifications. Cancellations or terminations. Determining performance obligations. Understanding performance obligations. Promised goods or services. Bundled offerings. Changes in customer requirements. Long-term contracts.

Licensing arrangements and intellectual property. Assets recognized from costs to obtain or fulfill a contract. Ensuring completeness. Practices to avoid.

Methods to estimate variable consideration. Constraining estimates. Significant financing components. Accounting for contract modifications. Modification approval assessment. Factors supporting contract modification approval. Modification accounted for as separate contract. Modification not accounted for as a separate contract.

Measuring progress. Output methods. Input methods, and more.

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.