CPE Catalog
Critical Conversations: Having the "Hard to Have" Discussions
Available Until
Online
2.00 Credits
Member Price: $89
Identifying when issues need immediate resolution Approaches for preparing for and having difficult conversations Effective communication skills for challenging conversations
Critical Issues Involving Taxation of Construction Contractors
Available Until
Online
4.00 Credits
Member Price: $129
The impact of recent legislation on the construction industry How to qualify for the “small contractor exemption” and its advantages to the taxpayer Options available to the “small” contractor regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and “large” contractors How “uninstalled materials” impact taxation of contractors How the “look-back” rules impact contractors How the “10 percent method” can allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
Critical Issues Involving Taxation of Construction Contractors
Available Until
Online
4.00 Credits
Member Price: $79
The impact of recent legislation on the construction industry How to qualify for the small contractor exemption and its advantages for the taxpayer Options available to small contractors regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and large contractors How uninstalled materials impact taxation of contractors Look-back rules Using the 10 percent method to allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
Crowdfunding: A General Overview
Available Until
Online
1.00 Credits
Member Price: $49
How crowdfunding works The different types of crowdfunding programs Popular crowdfunding platforms Strategies for building a crowdfunding community Creating a crowdfunding campaign Running a crowdfunding campaign
Current Developments and Best Practices for Today's CFOs and Controllers
Available Until
Online
8.00 Credits
Member Price: $159
Economic update Leadership and management changes as a result of the pandemic Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Metrics and benchmarking Improving bank relationships and cash management Social media's place in our organizations
Current Issues in Accounting and Auditing: An Annual Update
Available Until
Online
4.00 Credits
Member Price: $79
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Leases – Topic 842 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of SAS No. 145 Other important A&A practice matters
Current Issues in Accounting and Auditing: An Annual Update
Available Until
Online
4.00 Credits
Member Price: $129
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Leases – Topic 842 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of SAS No. 145 Other important A&A practice matters
Data Analytics for Accountants and Financial Managers
Available Until
Online
2.00 Credits
Member Price: $89
Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference
Data Analytics: Planning and Implementation Strategies
Available Until
Online
1.00 Credits
Member Price: $59
Why have companies struggled to implement data analytics? What are the barriers you face in becoming a data-driven organization? How does self-service business intelligence help in developing a data-driven organization? Why is Power BI the self-service business intelligence application you should use? Why should everyone in your company be assigned a data role?
Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas
Available Until
Online
1.00 Credits
Member Price: $59
Key to understanding array formulas is Implicit Intersection How to enter and evaluate an array formula Examples- array and DAX formulas Array formulas- Implicit Intersection Understanding DAX formulas Calculated columns and measures Evaluation context Context transition Implicit vs explicit measures Examples- DAX formulas Creating a calculated column in Power Pivot
Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel
Available Until
Online
1.00 Credits
Member Price: $59
Understanding difference between supervised and unsupervised learning Formulas in Excel (Correl and Trend and Forecast) Linear regression What is artificial intelligence? Examples- artificial intelligence Forecast function Trend function Regression in Excel with the data analysis ToolPak Creating a prediction model
Data Analytics Readiness Series: Calculated Columns and Dimensions
Available Until
Online
1.00 Credits
Member Price: $59
Where can you create a calculated column? Understanding evaluation context- row and filter context When does evaluation of the formula occur (before, as, or after the data is loaded?) Understanding storage requirements of calculated columns Understanding the analytical data model of the Star Schema Dimensions Facts Exercises- calculated columns Adding a calculated column in a table in Excel Creating a dimension table in Power Query Creating a hierarchy in Excel with calculated columns Adding a calculated column in Power Query JE testing with calculated columns Other test- opening balances
Data Analytics Readiness Series: Data Extraction and Data Sources
Available Until
Online
1.00 Credits
Member Price: $59
Introduction to a Data Analytics Workflow (will be re-introduced in final class to bring all concepts together) Overview of various definitions of data analytics Data analytics needs multiple sources of data Introduction to Power Query (Get & Transform)- on data tab in Excel Exercise- connecting to various Data Sources Importing Excel workbook into Power Query Connecting to a website in Power Query
Data Analytics Readiness Series: Data Modeling
Available Until
Online
1.00 Credits
Member Price: $59
How to join tables using VLOOKUP Power Query- append queries and merge queries Power Pivot- Creating a relationship via diagram view Types of relationships Data integrity Normalization Facts vs dimension tables Exercises- data modeling VLOOKUP and index match formula Appending data in Power Query Merging data in Power Query Connection only queries Creating a relationship in Power Pivot
Data Analytics Readiness Series: Data Preparation Using Get and Transform
Available Until
Online
1.00 Credits
Member Price: $59
An ETL tool- Extract Transform and Load How Power Query ups your game in data analytics Interface components of Power Query Column level and table actions Power Query is a sequential macro recorder What is M Code? Exercise- cleaning and transforming a general ledger
Data Analytics Readiness Series: Excel Tables
Available Until
Online
1.00 Credits
Member Price: $59
Creating a table Parts to a table Benefits of an Excel table Structured references How it helps to create formulas Formulas are column based not cell based Tables are data sources for Power Query Exercises- tables Creating a table Resizing a table Removing duplicates Descriptive Statistics using the Total Row Inserting a slicer Creating formulas using structured references
Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing
Available Until
Online
1.00 Credits
Member Price: $59
Named ranges- how they help in creating formulas Naming conventions and why they are important What you need to know to master formulas How to audit your formulas to limit errors Exercises- formulas Named ranges How to enter a formula- best practices to improve skill levels
Data Analytics Readiness Series: PivotTables
Available Until
Online
1.00 Credits
Member Price: $59
Fields in a PivotTable Benefits of PivotTable Contextual tabs for a PivotTable Field setting dialog box Value field setting dialog box Pivot table options Exercises- PivotTables Creating a PivotTable Grouping by date Sorting a PivotTable Filtering a PivotTable Calculations in a PivotTable Slicers and timelines Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot
Data Analytics Readiness Series: Visualizations and Reporting
Available Until
Online
1.00 Credits
Member Price: $59
Visualization tools in Excel (camera, slicers, and timelines) Data view- why it went away. Power BI is the visualization tool to use All concepts learned in course are brought together in this last class to create a dashboard: Power Query- to extract transform and load data for the dashboard Power Pivot -to create the data model for the dashboard DAX formulas- for pivot tables to calculate values needed for model Pivot tables and charts- to create visualizations Camera tool to create dashboard Exercise- Using the data analytics workflow introduced in first class of series- to create dashboard for JE testing Journal entry by month and income statement accounts Descriptive statistics of journal entries Number of journal entry by month Journal entries by day of week Round journal entries Evaluate output of journal entry analytic Other approaches What are the false positives (noise)? Next steps in data analytics journey
Data Analytics Toolkit - Tools and Applications
Available Until
Online
2.00 Credits
Member Price: $89
Definition of Data Analytics Assessing your organization’s current status and establishing an environment for success Financial staff’s core activities Common uses of analytics and current examples Behavioral forces that impact decisions Examples of inaccurate forecasts Identifying strategic measurements (KPIs) Improving budgeting and forecasting and addressing Black Swan events Collecting and using data from traditional and non-traditional data sources Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards). Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration Expanded lists of readings and next level software for a participants’ future reference