CPE Catalog
Controller/CFO Update: Hot Topics Facing Today's Financial Professional
Available Until
Online
4.00 Credits
Member Price: $79
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organizations
Controller/CFO Update: Hot Topics Facing Today's Financial Professional
Available Until
Online
4.00 Credits
Member Price: $129
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organizations
Controllership Skills Update - Budgeting, Forecasting, and Big Data
Available Until
Online
2.00 Credits
Member Price: $89
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
Controllership Skills Update: Current Survival Skills
Available Until
Online
2.00 Credits
Member Price: $89
Changing Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure
Controllership Skills Update: Mergers, Acquisitions, and Alliances
Available Until
Online
2.00 Credits
Member Price: $89
Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results
Controllership Skills Update: Risk Management
Available Until
Online
2.00 Credits
Member Price: $89
Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique
Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process
Available Until
Online
1.00 Credits
Member Price: $49
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
Create Measures in Power BI That Define Your Metrics
Available Until
Online
4.00 Credits
Member Price: $149
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
Create Paginated Reports with Power BI Report Builder
Available Until
Online
2.00 Credits
Member Price: $89
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
Create Visuals in Power BI to Successfully Analyze Data
Available Until
Online
4.00 Credits
Member Price: $149
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
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