You’ll explore how to uncover powerful operational insights by combining Excel’sreporting tools with Gen AI support. This session focuses on AR aging, AP vendoranalysis, sales trends, and employee analysis —the operational metrics CFOs rely...
You’ll learn how to transform static spreadsheets into dynamic, decision-enablingreporting. This session shows how to bring reports to life using Excel’s interactivefeatures—including dropdowns, slicers, conditional formatting, and tips...
You’ll learn how to shift from static spreadsheets to flexible, insight-rich reporting thattoday’s executives expect. You’ll understand the essential reporting structures (trend,comparative, and TTM), when to apply GAAP vs cost-center vs natural...
You’ll move beyond spreadsheets full of numbers and examine visuals that drivedecisions. Discover how to pair Excel’s charting, sparklines, and formula-drivenconditional formatting with clean, executive-ready layouts that make trends and riskspop...
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...
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.
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...
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their...
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...
