CPE Catalog & Events
Create Visuals in Power BI to Successfully Analyze Data
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Online
4.00 Credits
The major topics that will be covered in this class include:Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.
Revenue Recognition, Financial Instruments, and Leases
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Online
1.00 Credits
FASB accounting standards updates in financial instruments and leases Current Expected Credit Loss (CECL) module Lease obligation
Payroll Essentials: Fringe Benefits: Taxable or Not?
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Online
2.00 Credits
The major topics covered in this class include:What is and what is not a fringe benefitPayroll tax withholding rules on taxable fringe benefitsPayroll reporting on employee checks, payroll returns, and W-2sWhat to watch for at year end and where to go to get resources
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
Accounting Finance Financial Statements
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.80 Credits
Forensic Accounting Accounting Auditing Finance
Excel - From a Blank Sheet to a Finished Workbook
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Online
2.00 Credits
The major topics that will be covered in this class include:Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
Surgent's Use the Data Model to Build More Powerful PivotTables
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Online
2.00 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Taxation of Property Transactions - Tax Staff Essentials
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Online
4.00 Credits
Sections 1231, 1245, 1250 Depreciation recapture Capital gains and losses Non-recognition transactions
New Quality Management Standards: Bringing It All Together - Exploring All Components of a Quality Management System
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Virtual
1.00 Credits
Quality management Peer review Audits
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Current Audit Environment and ASB Activity
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Online
2.00 Credits
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Exploring the New Lease Accounting Standard
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Online
2.00 Credits
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
Use of technology in an audit of financial statements - Risk Assessment
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Virtual
2.00 Credits
Commonly reported barriers to adopting technology and overcoming them Illustrating where technology can improve the audit process Using technology to increase the efficiency and effectiveness of your risk assessment process
Small Business Risk Avoidance
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Online
4.00 Credits
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Audit 406: Auditing Revenue Recognition - Common Risks
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Online
2.00 Credits
The major topics covered in this course include:Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606Common revenue recognition fraud schemes and potential audit responsesAudit responses to significant risks requiring special audit consideration related to revenue recognition
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Accounting Finance SG Operations
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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Online
1.60 Credits
Forensic Accounting Accounting Auditing Finance
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service
Project Management: Getting the Best Out of Your Team
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Online
2.00 Credits
The major topics covered in this course include:When to incorporate project management best practices to get the best out of your teamFive ways project management helps get the best out of your team
Clean, Transform & Load Data in Power BI
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Online
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.