CPE Catalog & Events

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

Customer value analysis Portfolio analysis using BCG matrix

Core cybersecurity risks for nonprofit organizations Executive leadership in cybersecurity management Cybersecurity challenges unique to NFPs Advancing cybersecurity maturity in nonprofits Proven frameworks for cybersecurity programs Responding to cybersecurity incidents effectively Importance of an incident response plan

Emerging cyber threats in CPA and government sectors Case studies of recent cybersecurity breaches Offensive security strategies for threat prevention Defensive measures to strengthen cyber resilience

Introduction to Analytics What is analytics — The three types of analytics: descriptive, predictive, prescriptive Analytics maturity benchmarking for CPAs and client organizations Descriptive Analytics Identifying insights with text mining Using multidimensional clustering to uncover patterns Detecting anomalies with statistical outlier methods Predictive Analytics Fundamentals of forecasting: making and evaluating forecasts statistically Forecasting simple time series (e.g., staffing needs for an office) Forecasting complex time series (e.g., product revenue trends) Forecasting nonlinear targets with CART trees for market segmentation Prescriptive Analytics Understanding data analytics optimization Formulating and solving optimization problems Optimizing capital investment decisions with decision trees Improving inventory management using reorder points and safety stock

tax planning strategies SEC reporting updates automation for accountants IRS compliance guidelines financial disclosure requirements

Define the purpose and audience for your visualization. Select the appropriate visual to tell the story or communicate the message. Focus attention on the key message using data viz best practices. Design professional and accessible visuals and dashboards to build trust. Create meaningful dashboards that tell stories and inspire decision-making. Identify examples of bad data visualization and dashboarding.

Common data sets How to visualize data sets and interpret results How to replace manual audit procedures with technology

Mechanics and timelines of M&A deals Structures of taxable asset acquisitions and stock acquisitions Triangular and reverse triangular mergers Structuring and pricing an acquisition Tax-free reorganizations Tax planning for divestitures Key sections of purchase and sale documents Case studies with schedules Tax return forms and elections to be aware of