CPE Catalog & Events

Commencement of a corporate bankruptcy proceeding Protections provided to Chapter 11 and 7 debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7 and 11 bankruptcy cases How a debtor liquidates under Chapter 7 Proofs of claim Chapter 11 plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors

The fundamentals of DAX and its role in Power BI Complex DAX functions and formulas for creating sophisticated measures Time-based functions to analyze data over different periods Techniques for ensuring accuracy and reliability in your DAX measures Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures

Overview of Power BI Report Builder, its interface, and integration with the Power BI ecosystem Techniques for setting up professional layouts, including headers, footers, and managing pagination Connecting to various data sources and preparing data for reporting Utilizing Power BI’s visualization tools for impactful data presentation Subreports, drill-through capabilities, and dynamic expressions Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders

The layout, tools, and features of Power BI Desktop The online environment of Power BI for report creation How to integrate Power Pivot models into Power BI for more complex data analysis The step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling The variety of visuals available in Power BI and their appropriate applications The advanced features of Power BI Desktop that enhance data manipulation and visualization capabilities How to create dynamic and interactive reports that engage and inform Uploading and managing reports on PowerBI.com for wider access and collaboration

Identifying when issues need immediate resolution Approaches for preparing for and having difficult conversations Effective communication skills for challenging conversations

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

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

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  

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

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

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

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

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

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

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

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

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

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

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

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