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...
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will...
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.
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...
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...
As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of...
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...
