CPE Catalog & Events

Understanding revenue recognition core principles Distinguishing exchange transactions and contributions Applying the five-step recognition model Identifying performance obligations in contracts Accounting for conditional and unconditional contributions Recognizing revenue over time or point-in-time Using practical examples for better clarity

Defining and understanding operational risk types Assessing and prioritizing organizational risk exposure Mitigating process, people, and tech risks Strengthening compliance and facility risk controls Implementing effective internal control strategies Applying lessons from real-world case studies Fostering a proactive, risk-aware culture

Financial Statements Financial Reporting Nonprofits Not-for-Profits

Recent FASB Updates for Not-for-Profits Impact of CECL and Credit Losses FASB Projects on Software Costs and Crypto

The Power & Purpose of the Nonprofit Sector Current Issues at the Federal Level What's Happening in Sacramento Nonprofit Engagement in Policy-Making

Compliance Supplements Uniform Guidance; Audit Single Audit; Nonprofit Not-for-Profit

Dealing with a non-cooperative spouse during separation Inconsistent positions on income Allocating RSUs and other income during and after divorce Innocent spouse Amending previously filed joint returns with or without former spouse

Operational Modeling Template, comprising of the following schedules: Revenue Schedule Cost Schedule Income Statement Working Capital Schedule Depreciation Schedule Asset Schedule Income Tax Schedule Discussions on financial modeling best practices, a framework for effective modeling, model review, and building out your own library schedule.

Business Performance Improvement strategies Management styles Capital Structure Financial Stakeholder communications.

Overall insurance concerns Regulatory concerns, potential exposures Various risks surrounding the client and how to manage them Different types of products in the marketplace The tax consequences of each type of insurance

Importance of long-term care (LTC) planning Washington state's LTC trust fund Consequences of not planning for LTC Basics of LTC insurance Cost of LTC and funding options Types of LTC insurance plans Tax incentives and planning strategies

Assess owner and business readiness for exit Mitigate business risks, like the 5 D's Build a collaborative team of advisors is essential Follow a structured exit planning framework or process Develop business using team and strategies

Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity. Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models. Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models. Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.

Gaining the encourage to negotiate General financial negotiation tips Complex sales deals with multiple elements Working the numbers to your advantage Risk financing negotiations Finding new angles and dimensions to negotiate Sharing success with the other party Purchasing negotiations - service and goods Examples in various industries and contexts Key watch outs and lessons learned Some unusual tactics that you can use Ethics in negotiations Bureaucracy

Key Indicator Reporting People Management Tips Innovative Negotiation Ideas The Fast Close Extra Creative Thinking for Accountants Auditors & Lawyers: Minimizing Costs Financial Reporting Straight Talk on Ethics Critical Steps when You Change Jobs Useful Technology Tips Getting the Most Out of Your Bank Cash Flow Crisis: What to do When it Happens Working with Cost-Saving Consultants

Negotiating with suppliers How to talk to your employees and cut payroll costs Your bank and the crisis Alternative financing options Key advantages and watch-outs on some government programs that help Cost-cutting ideas Ethics in a cash flow crisis Tricky situations that arise Getting outside the box for solutions

Getting your clients' affairs in order'asset ownership, avoiding probate, and beneficiary designations Coordinating the planning for gift, generation-skipping, estate, and income taxes using disclaimers and portability, QTIP, and QDOT elections Investment assets'which ones to sell and which ones to hold Retirement assets and tax bracket management

Quality Management Standards & Risk-Based Approach Ethics, Independence, and NOCLAR Guidance Engagement Letters & Client Acceptance Practices Preparation, Compilation, and Review Engagements Special Purpose Frameworks & Tax Basis Documentation Standards & Peer Review Readiness Emerging Trends, Risks, and Professional Development