CPE Catalog & Events

Controls to Secure a Growing Digital Footprint

Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices

Coping With the Growth of Online Fraud

The actuation of online and other cyber frauds Fraudulent acts that are initiated electronically Automated and employee driven methods that can reduce cyber-fraud risk

Corporate Transparency Act Developments

Criminal Tax: How CPAs Bring Value to Defense Attorneys

Defining Where & Why Internal Controls are Needed

Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations

Donating Cryptocurrency and Avoiding Traps for the Unwary

Entertainment, Meals & Travel Expenses: Review & Update

Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings

Erase the Mark: Best Practices in Penalty Abatement

Ethics and Technology for CPAs

Ethics: 10 Crucial Qualities of High-Character CPAs

Discover why the ten crucial qualities of high-character CPAs are essential to your success Learn how to evaluate these qualities in job candidates and why you must do so

Ethics: How to Build and Keep Your A-Team

Advertise for character Hire for character Promote and fire for character Walk the talk

Excel - Advanced Defined Names & Excel Tables

Using the INDIRECT function with Defined NamesThe importance of Consistent Column CalculationsWays to create Consistent Column CalculationsUsing Structured Table References in formulas

Excel - Advanced Financial and Statistical Calculations

Identifying and demonstrating financial functions "best practices" for creating amortization schedules and calculating annual interest paymentsCalculating and summarizing data with SUMIF and SUBTOTAL functionsUsing statistical functions to analyze data

Excel - Building Powerful Lookup and Reference Formulas

Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functionsSpeeding up worksheet creation with the INDIRECT functionTesting conditions with the LOGICAL functions (IF, AND, OR, NOT)Using ERROR checking functions

Excel - Create KPI Dashboards for Maximum Impact

Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard

Excel - Formatting Spreadsheets for Beginners

Cell formatting basics (fonts, fill, borders, alignment, numbers)Using quick formatting tools (Cell Styles, copy & pasting, cell formats)Printing your spreadsheets (page layout, printing to paper and PDF) Creating and using templatesCreate a Default layout (Workbook, sheets, settings)

Excel - From a Blank Sheet to a Finished Workbook

Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel

Excel - Functions and Formula Shootout

Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations

Excel - New Features That Benefit Excel 2019 & O365 Users

The new capabilities of Array FormulasNew formula functions, including XLOOKUP, XMATCH, SEQUENCE and moreUsing the Ideas featureMany more new features

Excel - Using Charts for a Non-Financial Audience

Selecting the right type of chartCreating dynamic chartsChoosing what data to display as a chartCustomizing charts using various optionsPrinting and sharing charts