CPE Catalog & Events

Key Components of a Successful Business Plan Financial Forecasting and Assumptions Market Analysis and Strategic Positioning Communicating Business Plans to Stakeholders

Gifts of cash and property Percentage limitations and substantiation requirements Gifts of partial interests in property and transfers in trust Community foundations, donor advised funds, and private foundations

financial disclosure requirements federal tax updates tax planning strategies PCAOB standards

Motivation Recognition Rewards Feedback Status differentials Authenticity

Identifying Common Nonprofit Reporting Errors Compliance and Regulatory Impact of Mistakes Effects on Transparency and Credibility Preventative Financial Procedures and Policies Corrective Actions and Best Practices Building Stakeholder Trust Through Accuracy Strengthening Nonprofit Financial Health Overall

Becoming a stronger communicator The communication process Improving oral and written communications "Empathy, ego and needs," personality types and their influence on communications Case studies to summarize the webinar concepts

Sources and effects of, and managing, conflict Mediating Positive conflict

Identifying Financial Risks in Construction Contracts Contract Negotiation Strategies Delivery Method Selection and Risk Allocation Preconstruction Services and Subcontractor Vetting Change Orders Management Retainage Policies and Cash Flow Management

Forecasting as a valuation tool Bank/banker selection Ten hints for toolbox success Seven cases

Financial statement analysis Integrated strategic and financial planning Action-oriented business metrics Activity-based management Five cases

Understand what capital investment is and why it increases a company's assets Learn common metrics used by companies to evaluate various investments Learn the business life cycle and how it impacts the funding life cycle Understand the types & sources of equity & debt available to companies Learn how to minimize a company's weighted average cost of capital (WACC) Understand the advantages & disadvantages of the different ways a company can return capital

Types of Corporate Fraud Introduction to fraud risk Fraud risk prevention programs Fraud investigations

Corporate structure entity choice comparisons Form 1120 and Schedule M-1 or M-3 Items for book-tax differences Tax accounting methods Uniform capitalization rules, overview Minor discussion on depreciation: capitalization, gain, loss and recapture Carrybacks, carryforwards and credit Case Study and presentation in return Mergers and Acquisitions impact on the returns

Materiality Social and financial performance Research methods Epistemology Model uncertainty Replication

Target costing Life cycle costing Learning curves, learning rate and learning index

Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI. Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures. Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods. Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures. Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.

Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem. Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination. Data Connection and Management: Connecting to various data sources and preparing data for reporting. Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation. Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions. Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

Uncover what makes your firm different Develop magnetic and authentic brand messaging Bring your authentic brand to life Attract the right audience

Embracing differences and unique contributions Ethical decision-making in business transactions Critical thinking skills Complex problem-solving