CPE Catalog & Events

Uncover what makes your firm different Develop magnetic and authentic brand messaging Bring your authentic brand to life Attract the right audience

Embracing differences and unique contributions Ethical decision-making in business transactions Critical thinking skills Complex problem-solving

Customer value analysis Portfolio analysis using BCG matrix

Core cybersecurity risks for nonprofit organizations Executive leadership in cybersecurity management Cybersecurity challenges unique to NFPs Advancing cybersecurity maturity in nonprofits Proven frameworks for cybersecurity programs Responding to cybersecurity incidents effectively Importance of an incident response plan

Emerging cyber threats in CPA and government sectors Case studies of recent cybersecurity breaches Offensive security strategies for threat prevention Defensive measures to strengthen cyber resilience

Introduction to Analytics What is analytics — The three types of analytics: descriptive, predictive, prescriptive Analytics maturity benchmarking for CPAs and client organizations Descriptive Analytics Identifying insights with text mining Using multidimensional clustering to uncover patterns Detecting anomalies with statistical outlier methods Predictive Analytics Fundamentals of forecasting: making and evaluating forecasts statistically Forecasting simple time series (e.g., staffing needs for an office) Forecasting complex time series (e.g., product revenue trends) Forecasting nonlinear targets with CART trees for market segmentation Prescriptive Analytics Understanding data analytics optimization Formulating and solving optimization problems Optimizing capital investment decisions with decision trees Improving inventory management using reorder points and safety stock

tax planning strategies SEC reporting updates automation for accountants IRS compliance guidelines financial disclosure requirements

Define the purpose and audience for your visualization. Select the appropriate visual to tell the story or communicate the message. Focus attention on the key message using data viz best practices. Design professional and accessible visuals and dashboards to build trust. Create meaningful dashboards that tell stories and inspire decision-making. Identify examples of bad data visualization and dashboarding.

Common data sets How to visualize data sets and interpret results How to replace manual audit procedures with technology

Mechanics and timelines of M&A deals Structures of taxable asset acquisitions and stock acquisitions Triangular and reverse triangular mergers Structuring and pricing an acquisition Tax-free reorganizations Tax planning for divestitures Key sections of purchase and sale documents Case studies with schedules Tax return forms and elections to be aware of

Goals Sources of performance deviations Successful interventions

Decision trees - preparation Decision trees - value of information Sensitivity analysis

Control design basics Areas or segments of an enterprise to control Controls to reduce risk Controls to drive operations

Cash flow management and budgeting Planning for insurance, investments, education, income tax, employee benefits, retirement and estate planning. Implications for various specialty groups, such as closely-held business owners, highly compensated employees, Baby Boomers, newly retired individuals and those who are suddenly single due to divorce or being widowed.

Forensic accounting methodology Litigation support and expert witness services Analytical reasoning in complex financial disputes Expert file documentation and organization Defense strategies for expert opinions Direct and cross-examination preparation

Define ESG integration. Explain how ESG integration and ESG investing are different, as well as how they may complement one another. Analyze how ESG factors (or company initiatives) may impact its financial results. Translate company-provided sustainability information into model assumptions. Integrate a company's ESG initiatives into a financial model and see how they may affect company valuation. Explore advanced modeling techniques to improve your Excel skills and to create more dynamic models.

Overview of employee ownership forms: ESOPs, worker cooperatives and EOTs Benefits and challenges of employee ownership Role of the Employee Ownership Advisor