With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a partnership/LLC course focusing on the hottest tax topics and most frequently encountered issues. This case driven course will address both...
You’ll move beyond spreadsheets full of numbers and examine visuals that drive decisions. Discover how to pair Excel’s charting, sparklines, and formula-driven conditional formatting with clean, executive-ready layouts that make trends and risks...
You’ll learn how to shift from static spreadsheets to flexible, insight-rich reporting that today’s executives expect. You’ll understand the essential reporting structures (trend, comparative, and TTM), when to apply GAAP vs cost-center vs...
You’ll learn how to transform static spreadsheets into dynamic, decision-enabling reporting. This session shows how to bring reports to life using Excel’s interactive features—including dropdowns, slicers, conditional formatting, and tips for...
You’ll explore how to uncover powerful operational insights by combining Excel’s reporting tools with Gen AI support. This session focuses on AR aging, AP vendor analysis, sales trends, and employee analysis —the operational metrics CFOs rely on...
With approximately 500 functions now available in Excel, some newer and more powerful tools are easily overlooked. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more...
Peer review deficiencies and professional liability claims result from both audit and nonaudit services. Discuss best practices for avoiding legal liability and quality control concerns for various professional services public accountants offer.
Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented, and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the...
From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software solutions, our client's technology landscape is rapidly changing. Accordingly, as accounting professionals, we need to be...
In today's rapidly changing world, finance professionals are required to wear many hats, which are often the keys to the organization's success. On the one hand, they need to be abreast of the latest proven financial skills for making the best...
