CPE Catalog & Events
Power BI - Use Power Query to Transform Your Data
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Webinar
2.00 Credits
Member Price: $118
Append files Combine multiple files from a folder Add custom columns Unpivot a table Create a lookup table from a table
Power BI - Go Beyond PivotTables with Power Pivot
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Webinar
4.00 Credits
Member Price: $213
Data modeling in Power Pivot Using basic DAX to create calculations What are and when to use calculated columns and measures Using the data model in Power Pivot to create PivotTables Hierarchies in Power Pivot
Power BI - Use Advanced Calculations with DAX Formulas
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Webinar
4.00 Credits
Member Price: $213
Review Power Pivot calculations (column calculations vs. measures) Create advanced DAX formulas Using a Date / Calendar table for data analysis The DAX calculation process
Power BI - Use PBI Desktop to Create Reports and Dashboards
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Webinar
4.00 Credits
Member Price: $213
Tour of the Power BI Desktop interface Using Power BI Desktop to connect to data sources Available visualizations in Power BI Desktop Building interactivity into visualizations
Power BI - Share Your Data Analysis using PowerBI.com
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Webinar
2.00 Credits
Member Price: $118
A tour of the PowerBI.com interface Sharing data with Power Pivot and Power BI Desktop Creating visualizations and turning them into dashboards Sharing visualizations and dashboards with others This cou
Form 706 Preparation Part 1: Overview Including Portability 2024
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Webinar
2.00 Credits
Member Price: $89
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1-4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Form 706 Preparation Part 2: Reporting Assets 2024
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Webinar
2.00 Credits
Member Price: $89
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1-4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data
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Webinar
2.00 Credits
Member Price: $99
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
Form 706 Preparation Part 3: Reporting Deductions 2024
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Webinar
2.00 Credits
Member Price: $89
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 2024
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Webinar
2.00 Credits
Member Price: $89
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
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Webinar
2.00 Credits
Member Price: $118
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
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Webinar
2.00 Credits
Member Price: $118
Streamlined Excel Reporting Series Session 2: Working with PivotTables
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Webinar
2.00 Credits
Member Price: $118
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
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Webinar
2.00 Credits
Member Price: $118
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
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Webinar
2.00 Credits
Member Price: $118