CPE + Events Catalog

An innovative and interactive session that taps the areas of neuroscience, psychology and biology to understand how science, emotion and ethical decision-making interact. Instead of critiquing how our minds are supposed to work, this session delves into the fascinating world of how our minds work when we face complex problems where a `best choice" doesn't seem to exist. The talk will also explore why ethical codes have often failed and how to improve individual and organizational ethical reasoning.

What do you do when a setting, shortcut or command isn't available in Excel? Well, you create a macro, of course. Macros allow Excel users to extend the capabilities of Excel and create shortcuts and commands. In this session, you will use the recorder to create a macro that applies a built-in format setting. You will then write a macro in the visual basic editor to provide a shortcut to a popular Excel function. The course will also cover how to add macros to the Quick Access Toolbar so you can easily execute them in the future. Presented in Excel for Windows. Note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web. The webcast was originally broadcast on May 3, 2016. Note: There is a minimum passing rate of 70% for this course.

This session continues the discussion about external data and digs into the details for retrieving data from other sources. Pull data from an Access database using Microsoft Query; learn how to retrieve data from simple text files; and prepare data for use with Excel. This session concludes by examining several data visualization tools in Excel, including PivotCharts. This is part 10 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

The Excel Power User series is designed to help improve your Excel proficiency and enable you to get your Excel tasks done more quickly. In the first session, we'll cover the fundamental features that help build a solid foundation. We'll continue to integrate these features as we proceed throughout the series. This is part 1 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Cover fundamental functions, concepts and techniques that provide a firm foundation for our workbooks. Continue to integrate these items as we proceed throughout the series. This is part 2 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Explore six important Excel functions that enable us to automate a variety of tasks, as well as continue to integrate these functions as we proceed throughout the series. This is part 3 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Examine functions that help us trap and handle errors and discuss efficient methods to perform list comparisons. Continue to integrate these features as we proceed throughout the series. This is part 4 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Apply numerous features and functions examined in previous sessions in a variety of time-savings techniques. Continue to integrate these features as we proceed throughout the series. This is part 6 of a 10-part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable. This is part 7 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

This session begins by comparing the formula-based reports we built previously to PivotTables. Dig into the details between these two report types so you are comfortable with applying them to specific workbooks. Create two versions of many reports, one version with formulas and the other with PivotTables so you become comfortable replacing formula-based reports with PivotTables when appropriate. This is part 8 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

This session concludes the PivotTable discussion by examining various ways to present report values; discussing the subtly of properly sorting a recurring-use PivotTable; and covering numerous filtering options, including slicers. Next you'll explore the look-up function designed specifically to retrieve values from PivotTables. The session concludes by transitioning to data acquisition techniques, and you'll retrieve data from perhaps the largest external data source of all-the Internet. This is part 9 of a 10-part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Explore functions that operate on-and return-date values and text strings. You'll continue to integrate these features as we proceed throughout the series. This is part 5 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

This session will discuss the key areas that the family law practitioner and forensic accountant should be aware of when dealing with the apportionment of property. While the primary focus will be a discussion related to key areas to understand when dealing with the apportionment of real estate, the session will also discuss various other areas of property apportionment that the family law practitioner and forensic accountant should be aware of. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 4 Family Law Virtual Conference on October 17, 4.

This 75-minute session will provide an in-depth analysis of pivotal court decisions and their practical implications, ensuring you are well-equipped with the knowledge needed to make informed decisions in your practice. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 4 Family Law Virtual Conference on October 17, 4.

Our team of experts will discuss the distinctions and issues related to the calculation of temporary and FC Section 4320 spousal support, and will provide a brief summary of the statutory changes regarding guideline child support and child support add-ons. The discussion will include the determination of income available for support and common pitfalls in support software usage, from input mistakes to the characterization of specific entries. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 4 Family Law Virtual Conference on October 17, 4.

Our panel of experts will discuss how to tackle complex cases that involve tracing and/or post-separation accounting. They will discuss common pitfalls and best practices, with a special focus on case management, the Marriage of Simonis Case and real-world examples to provide practical perspectives. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 4 Family Law Virtual Conference on October 17, 4.

We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.

We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.

Advisors who represent fiduciaries must understand the tax laws and the accounting rules that apply when a fiduciary accepts title to fiduciary assets. Because a trustee or personal representative exercises authority over the management and investments of fiduciary assets for the benefit of the named beneficiaries, the fiduciary is held to a very high standard of "fiduciary duty." In this series, we'll review the concept and requirements of fiduciary duty and the duty to account to the beneficiaries. We'll also cover crucial fiduciary accounting concepts that differ from financial accounting or tax law, including the distinction between principal and income and state statutory accounting rules. Finally, we'll analyze the differences and similarities to fiduciary taxation.

Fraud costs businesses and individuals over $5 trillion each year globally. Learn about a nationally recognized expert providing the latest info on fraud investigation reporting.