CPE Catalog & Events

Overall insurance concerns Regulatory concerns, potential exposures Various risks surrounding the client and how to manage them Different types of products in the marketplace The tax consequences of each type of insurance

Importance of long-term care (LTC) planning Washington state's LTC trust fund Consequences of not planning for LTC Basics of LTC insurance Cost of LTC and funding options Types of LTC insurance plans Tax incentives and planning strategies

Assess owner and business readiness for exit Mitigate business risks, like the 5 D's Build a collaborative team of advisors is essential Follow a structured exit planning framework or process Develop business using team and strategies

Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity. Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models. Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models. Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.

Gaining the encourage to negotiate General financial negotiation tips Complex sales deals with multiple elements Working the numbers to your advantage Risk financing negotiations Finding new angles and dimensions to negotiate Sharing success with the other party Purchasing negotiations - service and goods Examples in various industries and contexts Key watch outs and lessons learned Some unusual tactics that you can use Ethics in negotiations Bureaucracy

Key Indicator Reporting People Management Tips Innovative Negotiation Ideas The Fast Close Extra Creative Thinking for Accountants Auditors & Lawyers: Minimizing Costs Financial Reporting Straight Talk on Ethics Critical Steps when You Change Jobs Useful Technology Tips Getting the Most Out of Your Bank Cash Flow Crisis: What to do When it Happens Working with Cost-Saving Consultants

Negotiating with suppliers How to talk to your employees and cut payroll costs Your bank and the crisis Alternative financing options Key advantages and watch-outs on some government programs that help Cost-cutting ideas Ethics in a cash flow crisis Tricky situations that arise Getting outside the box for solutions

Getting your clients' affairs in order'asset ownership, avoiding probate, and beneficiary designations Coordinating the planning for gift, generation-skipping, estate, and income taxes using disclaimers and portability, QTIP, and QDOT elections Investment assets'which ones to sell and which ones to hold Retirement assets and tax bracket management

Quality Management Standards & Risk-Based Approach Ethics, Independence, and NOCLAR Guidance Engagement Letters & Client Acceptance Practices Preparation, Compilation, and Review Engagements Special Purpose Frameworks & Tax Basis Documentation Standards & Peer Review Readiness Emerging Trends, Risks, and Professional Development

Develop a presentation style Presentation skills to impact the audience Powerful and memorable conclusions Cultivate confidence to build credibility and trust with the audience

Creating effective slides Preparing to present Managing nerves Setting up the room Managing questions and answers

GAAP compliance financial reporting emerging technology trends automation for accountants artificial intelligence in accounting

financial management and strategy professional development for CPAs accounting best practices technical accounting guidance

Private foundation excise taxes, generally Form 990-PF, including mandatory e-filing requirements The fair market value of the foundation's assets Income distribution requirements Self-dealing and transactions with disqualified persons Foreign grant-making and grant-making to private foundations and non-charitable entities in the US Excess business holdings Program-related investments Unrelated business income tax

Discover tools to help you in ethical decision making. Cover highlights from the revised AICPA Code of Professional Conduct. How to communicate delicate issues. Explore real-life case studies (including Wells Fargo, Google). When doing the right thing may not be enough.

Alteryx terminology The complementary relationship between Alteryx and Excel Importing data into Alteryx: an introduction to the Input Data Tool The Select Records Tool The Dynamic Rename Tool The Output Data Tool

Value Pricing Client Needs Firm Impact

Learn the contents of an annual report. Understand a company's operations and business strategy. Realize the many risk factors a company must navigate. Analyze company financial statements, as well as its different business segments. Read and comprehend the Management Discussion & Analysis (MD&A) section. Review the notes to the financial statements for additional detail.