CPE Catalog & Events

Identify the guidelines for a well-organized data range Enter, test, and copy validation rules Use the Data Form for data entry Sort and filter a data range Select ways to add subtotals, a grand total, and data grouping to a data range Identify data range and table differences Define an Excel table using buttons on the Home and Insert tabs, the Quick Analysis feature, a keyboard shortcut, and by formatting a data range as a table Enter data and formulas in a table Change table formatting Resize a table Scroll, sort, filter, and summarize a table Convert a table to a data range

Identify elements of the PowerPoint Start screen; select a template to create a new presentation Identify PowerPoint window elements Recognize ways to insert slides, apply a theme, and add slide content Recognize how to switch between views; then preview, and print a presentation Select PowerPoint options; identify ways to get Help in PowerPoint Recognize ways to delete and reposition slides Select options to spell check a presentation Recognize ways to insert and format slide objects Identify how to add transition and animation effects Select options to set up a slide show Identify how to create, save, and use a custom theme and custom template Recognize techniques for integrating Excel data and charts with PowerPoint slides Identify how to insert the date, slide numbers, and footer text Select the slide show controls Select Presenter view to run a slide show 

Identify ways to start Word; create a new Word document; add and remove text, Identify ways to save, close, and reopen a document, Select methods to work with multiple documents, change the document view and use different methods to navigate a document, Recognize how to preview and print a document, Select and modify Word options; get help in Word, Identify ways to select text, Recognize ways to format text characters, Select cut, copy, and paste techniques, Identify ways to find and replace text and formatting, Select the proofing tools, Identify how to change page orientation and margins, Select line spacing, paragraph alignment, and paragraph indentation options, Recognize ways to create bulleted and numbered lists, Select ways to insert page numbers, headers and footers, and manual page breaks Identify how to apply styles and how to change the document theme and style set

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners

Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility

New format of the auditor’s opinion, including the inclusion of key audit matters Significant unusual transactions Determining materiality Conforming changes to other reports issued under the SAS

An overview of workplace harassment and discrimination laws Clear definitions of unlawful harassment, hostile work environment, discrimination, and protected categories An overview of sexual harassment, workplace retaliation, and both internal and external complaint procedures Real-world examples to help employees understand the differences between unlawful harassment and lawful workplace interactions and assess whether they need to modify their workplace conduct

Comment letter analysis from several Big Four accounting firms Non-GAAP financial measures Comments from the SEC and FASB

What is blockchain technology? How do you buy crypto? How do you store crypto? Use cases of cryptocurrency Blockchain technology  Use cases of cryptocurrency Tax overview How taxes work for cryptocurrency investors How taxes work for cryptocurrency mining Taxation of other transactions Foreign reporting requirements and crypto How to use a tool like CoinTracker to calculate capital gains and losses New developments in the space Tax planning opportunities  Why do accountants need to care?

Understanding what the metaverse is and what it is not How to access the metaverse Why accounting and other professionals should use the metaverse Where accountants can find their space in the metaverse How the metaverse is changing the way we work Ownership opportunities in the metaverse Work and taxation in the metaverse

The three primary organizational cultures The best cultural fit for certain types of businesses How the finance professional affects culture How to choose the culture you want, and how to get it Greatest things that affect the culture of an organization

Structure of the ASC codification Content included and not included in the ASC Other information contained in the codification Best practices for performing effective and efficient accounting research