CPE Catalog & Events

Finding Errors in Excel Spreadsheets

Fraud & Embezzlement; Case Studies from the Trenches

How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. illustrations of the issues companies should look for in preventing fraud and embezzlement.

How AI is Automating Internal Control

How Changes in Business Methods Affects Internal Control (Part 1)

How Changes in Business Methods Affects Internal Control (Part 2)

How Fraud Can Affect Smaller Organizations

The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses

IRS Penalties and Abatements

Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options

Implementing and Maintaining an Internal Controls (Part 1)

Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls

Implementing and Maintaining an Internal Controls (Part 2)

Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls

Integrity, Objectivity and Judgment; Values in Action

AICPA Code of Conduct: Integrity and Objectivity Case Study: Mortgage crisis of 2007-2010 Case Study: World Com

Internal Control Changes for Remote Workers

The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.

Operations Level Internal Control

An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change

Power BI - Analyze Your Data With Excel PivotTables (Course 3)

The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts

Power BI - Create Excel Dashboards for Maximum Impact (Course 4)

Dashboard design guidelinesUsing Excel features to create visualsUsing visuals to create dashboardsIntroduce new Power BI tools that enhance visual and dashboard creation

Power BI - OLAP Formulas & More Time Intelligent Functions

OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures

Power BI - Prepare Your Data Efficiently for Excel Analysis (Course 2)

Getting data into the correct structureData sources that you can accessWorking with multiple tables and data sourcesSteps to import data for analysisIntroduction to Power Query and Get and Transform

Power BI - Use Power Query to Transform Your Data (Course 5)

Append files Combine multiple files from a folderAdd custom columnsUnpivot a tableCreate a lookup table from a table

Shortcuts that Excel Users Love

The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful features

Steps to Stop External Fraud

Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators

Talk This Way - Communcation Skills for the CPA