CPE Catalog & Events
Power BI - Analyze Your Data With Excel PivotTables (Course 3)
Available Until
TBD
4.00 Credits
Member Price: $159
The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Power BI - Create Excel Dashboards for Maximum Impact (Course 4)
Available Until
TBD
2.00 Credits
Member Price: $79
Dashboard design guidelinesUsing Excel features to create visualsUsing visuals to create dashboardsIntroduce new Power BI tools that enhance visual and dashboard creation
Power BI - Go Beyond PivotTables with Power Pivot (Course 6)
Available Until
TBD
4.00 Credits
Member Price: $159
Data modeling in Power PivotUsing basic DAX to create calculationsWhat are and when to use calculated columns and measuresUsing the data model in Power Pivot to create PivotTablesHierarchies in Power Pivot
Power BI - Introduction to MS Power BI Tools (Course 1)
Available Until
TBD
2.00 Credits
Member Price: $79
The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface
Power BI - OLAP Formulas & More Time Intelligent Functions
Available Until
TBD
2.00 Credits
Member Price: $79
OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures
Power BI - Prepare Your Data Efficiently for Excel Analysis (Course 2)
Available Until
TBD
2.00 Credits
Member Price: $79
Getting data into the correct structureData sources that you can accessWorking with multiple tables and data sourcesSteps to import data for analysisIntroduction to Power Query and Get and Transform
Power BI - Share Your Data Analysis using PowerBI.com (Course 9)
Available Until
TBD
2.00 Credits
Member Price: $79
A tour of the PowerBI.com interfaceSharing data with Power Pivot and Power BI DesktopCreating visualizations and turning them into dashboardsSharing visualizations and dashboards with others
Power BI - Use Advanced Calculations with DAX Formulas (Course 7)
Available Until
TBD
4.00 Credits
Member Price: $159
Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation process
Power BI - Use PBI Desktop to Create Reports and Dashboards (Course 8)
Available Until
TBD
4.00 Credits
Member Price: $159
Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizations
Power BI - Use Power Query to Transform Your Data (Course 5)
Available Until
TBD
2.00 Credits
Member Price: $79
Append files Combine multiple files from a folderAdd custom columnsUnpivot a tableCreate a lookup table from a table
Reference Rate Reform
Available Until
TBD
1.00 Credits
Member Price: $39
LIBORReference rate reform
Retirement Planning; IRA's
Available Until
TBD
1.00 Credits
Member Price: $39
IRA Types & Basic Requirements MAGI Thresholds for Traditional & Roth IRA'sIRA DistributionsHandling Coronavirus DistributionsHandling Roth IRA DistributionsRequired Minimum DistributionsQualified Charitable Distributions (QCD's)
Risk Management in a Post-Covid World
Available Until
TBD
1.50 Credits
Member Price: $59
Black Swan Risks Role of Finance, Internal and External Auditors COSO's Risk Management Standards The COSO Cube The COSO Double Helix Risk Management Definitions Event Identification Expected Value Analysis The Heat Map The World Economic Forum Global Risk Reports Alternative Risk Responses Avoidance Reduce/Increase Share Accept Lessons from the Great by Choice Research Personal Risk Management
Roadmap to Ethical Decision Making
Available Until
TBD
2.00 Credits
Member Price: $79
Review the AICPA's Code of Professional Conduct. Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters. Discuss the principles of professional conduct. Address compliance with professional standards. Use case studies to address circumstances that may create threats to independence.
Schedule C of Form 1040
Available Until
TBD
2.00 Credits
Member Price: $79
Schedule C Business Deductions Self-employment taxes Business use of a vehicleSection 179 and Bonus Depreciation
Section 174: New Rules for Research & Experimentation
Available Until
TBD
1.00 Credits
Member Price: $39
Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs. Comparison of the Section 41 R&E credit to the Section 174 R&E deduction. Financial accounting for R&E costs. Required change of accounting method and Form 3115. Revised treatment of software development costs. Comprehensive case problems explaining implementation of the law changes.
Secure Act 2.0: What you need to know
Available Until
TBD
1.50 Credits
Member Price: $59
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals "Starter" 401(k)s for Certain Employers Part-time Worker Improved Coverage Excise Tax Reduction for Certain Retirement Plan Accumulations Employee Plan Conflict Resolution Expansion Retroactive First Year Elective Deferrals For Sole Proprietors Change in Plan Requirements for Unrollees Surviving Spouse Election Reduced Tax on Excess Contributions Timely Plan Amendment Changes Elective Deferral Changes Employer Match as Roth Contribution
Shortcuts that Excel Users Love
Available Until
TBD
2.00 Credits
Member Price: $79
The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful features
Shorten Month-End Closing Best Practices
Available Until
TBD
4.00 Credits
Member Price: $159
Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems' headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit Review what leading edge finance managers are doing to close more quickly
Steps to Stop External Fraud
Available Until
TBD
2.00 Credits
Member Price: $79
Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators