Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel...
Today's business leaders need to understand more than simply the financial impact of operations. They need to understand why these outcomes occur. Only by understanding the causes...
Automating the tax practice is – or should be – a major initiative of almost all public accounting firms today. From ingesting data, processing returns, distributing draft and...
Creating culture benefits your organizationIt's important to dedicate time and resources in: Evaluating the company's current cultureCommunicating the company's valuesCreating...
Financial statements tell a story. Ratios reveal the plot. Desegregate key ratios that show effective management of a company. Learn a compact, efficient approach to financial...
What would you do when ___? Is would the same as should? Examples; Rashmi Airan-Pace and Yale Law School. What should you do when a vendor offers to give you tickets to the NCAA...
Achieving a client’s financial well-being goals requires a varied and personalized approach though a combination of tools can serve to fortify anyone’s financial future. We discuss...
We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships. In this...
In the demanding world of the CPA profession, burnout has become an increasingly prevalent and concerning issue, especially among women. Long hours, tight deadlines, and the ever...
The need for a forensic accountant has grown in the last two decades, with more expected in the future. From oil well spills to divorces - from stealing trust funds to partnership...
As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as...
The AICPA's Auditing Standards Board has issued numerous standards that are effective in 2023. We'll review the impact of the changes to auditing estimates, risk assessment...