CPE Catalog & Events

Conditional formatting basics Conditional formatting icon sets Conditional formatting formulas

Sources and effects of stress Stress management techniques

Five Forces Model The Industry Lifecycle The external environment/ecosystem

Review of the audit requirements stated in the auditing standards regarding internal control activities Analysis of the control environment, concentrating on privately-owned businesses A detailed discussion of an effective system of internal control and related control activities as detailed in the updated COSO report Sample risk assessment procedures to determine control risk for all major assertions Discussion of how to reduce control risk to below maximum Specific tests of controls that can be beneficial to a financial audit Discussion of the requirements to test controls for Governmental audits

Understand how a bank differs from a regular company Comprehend why enterprise value is a meaningless metric for a bank Factor regulatory capital requirements into a dividend discount model Learn how to value a bank that doesn't pay a dividend Use similar banks and return on equity to value a bank's equity Mark a bank's balance sheet to market value

Learn core BI concepts, roles, and processes Compare BI vs. data science and where each fits Use Excel and Power BI for hands-on data analysis Understand the BI lifecycle and its impact on business value Develop the foundational data skills used in BI teams

Corporate financial fraud "Fraud concealment strategies" Fraud Triangle and Fraud Diamond

Sustainability Accounting Standards Board ( SASB) FSA Credential Sustainability reporting Key Performance Indicators

Planning Around New Tax Laws Investing in Virtual Currency

Understanding and assessing risk and return, and matching to expected return Investment vehicles Designing an asset allocation portfolio in today's environment for different stages of life Solidify an appropriate investment strategy based on risk Helping clients stay on top of potentially life-altering situations help clients understand the intricacies of investment planning Investment markets and the effects of world events Dealing with increasing client concerns

Leadership roadblocks. Leadership vs. managing. Skill-building techniques: communications, negotiations and personal marketing. Leadership in ethics. Psychodynamic leadership theory. Leadership traits, skills and styles.

Overview of ChatGPT and Large Language Models ChatGPT Applications in Forensic Accounting Strengths and Limitations of ChatGPT Six Key Principles for Effective LLM Use

Cybersecurity Accounting Information Systems (AIS)

Learn the difference between mergers and acquisitions, as well as the reasons to engage in M&A Understand how an acquisition changes some of the core accounting principles Incorporate fair value adjustments and the impact on deferred taxes Calculate goodwill and what it represents Recognize how the deal structure may change the accounting for certain items Identify the treatment of debt issuance fees and transaction expenses

Personal and business impact of change. Change resistance Six emotions and stages of managing change. Resilience

Definition of managing up The impact of creating an upward influence Compare/contract managing only subordinates and colleagues to managing upward Specific tools and techniques for managing up in your office