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| December 2nd, 2026 Location:Ft Lauderdale Marriott North 6650 North Andrews AveFt Lauderdale, FL 33309 For Hotel Reservations Call (954) 771-0440 Speaker: Art Werner | |
| December 2nd & 3nd, 2026 Location:Ft Lauderdale Marriott North 6650 North Andrews AveFt Lauderdale, FL 33309 For Hotel Reservations Call (954) 771-0440 Speaker: Art Werner | |
| December 7th, 2026 Location:Crowne Plaza Ft. Myers Gulf Coast 9931 Interstate Commerce Dr.Ft. Myers, Florida 99319 For Hotel Reservations call (239) 561-1550 Speaker: Art Werner | |
| December 4th, 2026 Location:Crowne Plaza Ft. Myers Gulf Coast 9931 Interstate Commerce Dr.Ft. Myers, Florida 99319 For Hotel Reservations call (239) 561-1550 Speaker: Art Werner | |
| December 4th & 7th, 2026 Location:Crowne Plaza Ft. Myers Gulf Coast 9931 Interstate Commerce Dr.Ft. Myers, Florida 99319 For Hotel Reservations call (239) 561-1550 Speaker: Art Werner | |
| Understanding the fundamentals of the accounts payable function is critical for any organization that wants to run an effective and efficient accounts payable function. Without this understanding, weak processes are permitted making fraud easier to commit. Duplicate payments increase and the function is not cost-effective. This course presents information the professional can use to create a strong process and implement effective functions. Industry expert Mary Schaeffer shows auditors, controllers, and managers how proper processes in… | |
| This course offers an overview of what Hedge Funds are, how they operate and what is Hedge Fund Accounting all about. The course offers fundamental knowledge of Net Asset Valuation (NAV) concept, essentials of NAV calculation, NAV accounting and reporting process. It describes some useful terms a Hedge Fund Accountant can expect to encounter, basics of portfolio accounting, pricing, and reconciliation process. The course briefly discusses a fund’s income and expenses, and their impact on… | |
| This course offers an overview of Swap Accounting. Starting with basic definition of swap, the course discusses different types of Swap instruments Hedge funds typically trade in and benefits of having exposure in swaps. The course further discusses accounting entries for Swaps, how to calculate Gain/Loss on swaps and how to show Swap Income and Open Swap Positions on a Fund’s Financials. | |
| The course offers a comprehensive overview of accounting for financial instruments generally traded in hedge funds. This includes accounting for instruments - Equity, Bonds, Futures & Options, Spot & Forward contracts, and processing of Corporate Actions. The course goes over security set up, reference data, market data for portfolio pricing, reconciliation issues, P&L analysis, Trade Workflow, Position Lifecycle maintenance. The course briefly touches upon concepts necessary for a Hedge Fund Accountant to appreciate, to maintain… | |
| This session offers an in-depth walkthrough of the essential components that make up the financial statements of a typical investment fund or pooled investment vehicle. The session breaks down each section of a comprehensive financial report, including the Directors’ Statement, Auditor’s Report, Balance Sheet, Profit & Loss (P&L), and Cash Flow Statement. We’ll explore the Schedule of Investments in detail, including its hierarchical reporting requirements—from investment type to issuer—and the significance of issuer-level disclosures exceeding… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various techniques to enhance their efficiency and productivity in Excel. Topics covered include viewing a workbook on two monitors for improved multitasking, viewing two worksheets on one monitor for easy comparison and utilizing Zoom to Selection for focused analysis. You'll also learn how to maximize screen real estate with the buried Full Screen mode, utilizing the Split feature for simultaneous… | |
| Strong internal controls are key to any effective accounts payable function. Without such controls, fraud is easier to commit, duplicate payments increase and the function is not cost-effective. This course presents information the professional can use to identify control problems and implement strong controls. Industry expert Mary Schaeffer shows auditors, controllers, and managers where control issues are likely to occur, how to strengthen controls, and best practices for a control-effective accounts payable function. | |
| In this presentation author and Excel expert David H. Ringstrom, CPA, demystifies Excel’s family of lookup functions, guiding you from the legacy VLOOKUP formula to the more versatile XLOOKUP. David shows how to build lookup formulas from the ground up, using Excel’s built-in help tools to enter lookup values, select arrays, and troubleshoot common issues such as #REF! and #N/A errors. He contrasts approximate and exact match behavior, explains how to eliminate errors caused by… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various essential Excel skills. David will start from the beginning with Excel with topics such as saving Excel files, entering text into worksheet cells, and managing column widths. He'll demonstrate the nuances that can arise when formatting numbers and worksheet cells, copying formulas and entering dates. David will build a loan amortization table from scratch, which enables him to cover… | |
| This presentation by author and Excel expert David Ringstrom, CPA, builds on the discussion in part 1 of his two-part series on spreadsheet basics. You'll learn how to duplicate Excel worksheets to save time, as well as create a fallback position. David will explore the nuances of copying and pasting in Excel, which is different than in other programs. You'll also learn techniques such as merging cells, finding data, tracing formulas, sorting lists, and recovering… | |
| This course offers an overview of Hedge fund structures, and Income allocation to Fund’s Investors. We will touch upon basic concepts of type of funds, investors, share classes, capital activities, fees structures and step by step approach to process Economic Distribution of Income. | |
| This course offers an overview of Hedge fund structures, and Income allocation to Fund’s Investors, and Hedge fund Fees. We will touch upon basic concepts of type of funds, investors, share classes, capital activities, fees structures and step by step approach to process Economic Distribution of Income. We will then discuss some nuanced concepts of Investors Income allocation and fees structures | |
| December 1st, 2026 Location:DoubleTree by Hilton Hotel Jacksonville Airport 2101 Dixie Clipper Dr.Jacksonville, FL 32218 For Hotel Reservations call (904) 741-1997 Speaker: Art Werner | |
| November 30th, 2026 Location:DoubleTree by Hilton Hotel Jacksonville Airport 2101 Dixie Clipper Dr.Jacksonville, FL 32218 For Hotel Reservations call (904) 741-1997 Speaker: Art Werner | |
| November 30th & December 1st, 2026 Location:DoubleTree by Hilton Hotel Jacksonville Airport 2101 Dixie Clipper Dr.Jacksonville, FL 32218 For Hotel Reservations call (904) 741-1997 Speaker: Art Werner | |
| Day Two – Business Tax UpdateJanuary 20th, 2026 Author/Speaker: Art Werner Field of Study: TaxesCredits: 8Format: Group Internet Based (GIB)Lecture Starts: 08:00 CST | 09:00 ESTPeriodic breaks will be providedLecture ends at 4:00 CST | 5:00 ESTTo complete this course participants need to: Be present the day of the event and answer polling questions as they appear.Upon course completion a course evaluation form is provided for your feedback.CPE Prime is registered with the National Association of State… | |
| Day One – Individual Tax UpdateJanuary 19th, 2026 Author/Speaker: Art Werner Field of Study: Taxes | Federal Tax UpdateCredits: 8Format: Group Internet Based (GIB)Day Two: Business UpdateJanuary 20th, 2026Author/Speaker: Art Werner Field of Study: Taxes | Federal Tax UpdateCredits: 8 Format: Live In-PersonBoth DaysLecture Starts: 08:00 CST | 09:00 ESTPeriodic breaks will be providedLecture ends at 4:00 CST | 5:00 ESTTo complete this course participants need to: Be present the day of the event and answer polling… | |
| November 6th, 2026 Location: Courtyard by Marriott Houston Katy Mills 25402 Katy Mills Pkwy, Katy, TX 77494 (281) 665-3189 Speaker: Shelli Huston | |
| November 5th, 2026 Location: Courtyard by Marriott Houston Katy Mills 25402 Katy Mills Pkwy, Katy, TX 77494 (281) 665-3189 Speaker: Shelli Huston | |
| November 5th & 6th, 2026 Location: Courtyard by Marriott Houston Katy Mills 25402 Katy Mills Pkwy, Katy, TX 77494 (281) 665-3189 Speaker: Shelli Huston | |
| Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and concepts. Participants will also learn… | |
| Companies must accurately bill customers in order to stay in business. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with or brush up on, internal control definitions and concepts. The course also covers the billing process in detail. | |
| All businesses need cash to survive. Proper controls in the receipt of cash are extremely important as this is the primary way that most companies generate cash. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and concepts. The course covers the… | |
| Companies must collect outstanding accounts from customers as part of their business activities. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with or brush up on, internal control definitions and concepts. The course also covers the collection process for outstanding accounts in detail. | |
| Properly evaluating, setting, and monitoring customer credit limits can be important to companies for issuing credit and ultimately, collecting cash receipts. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. This course allows participants to become familiar with, or brush up on, internal control definitions and concepts. The course also covers the credit process in detail. Participants… | |
| This course can benefit anyone who wants to better understand the role that internal controls can play in creating a reliable and consistent accounting system for today's competitive and complex business environment. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and… | |
| Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and concepts. Participants will also learn… | |
| Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and concepts. Participants will also learn… | |
| Proper controls around the shipping process are essential in order for companies to provide accurate and timely orders to customers. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and concepts. The course also covers the shipping process in detail. Participants will… | |
| Vendor issues in an effective accounts payable function are often ignored. This is unfortunate because poor controls around the master vendor file, the way data is entered, and the lack of rigid internal controls all play a key role in preventing fraud and duplicate payments. And, it's not as easy as you might think. There are numerous details, which if ignored, can cause problems whose impact is felt directly in the bottom line. Industry expert… | |
| In this presentation author and Excel expert David H. Ringstrom, CPA, introduces you to the world of pattern-based lookups using powerful tools like XLOOKUP and regular expressions. You’ll discover how to perform exact, approximate, and partial matches with XLOOKUP, as well as how to go further with advanced techniques such as either/or logic and pattern-based matching. David demystifies regular expressions by breaking down token structures and core components, and he demonstrates practical Excel functions like… | |
| In this presentation author and Excel expert David Ringstrom, CPA, shares lots of tricks and techniques you can implement to create, streamline, and even automate Excel charts. You'll see how to build self-expanding charts that automatically display new data, along with self-updating chart titles. David will show how to create a rolling chart to display results such as trailing twelve-sales. You'll also learn how to create and use customized chart templates, build a Waterfall Chart… | |
| With changes in the economy and tax laws, effective fringe benefit planning has become increasingly important for both businesses and individual clients. This course provides an in-depth overview of the tools and techniques available for fringe benefit planning, helping practitioners navigate the evolving landscape. You will learn how to design plans that meet both business and personal needs, while ensuring compliance with current tax regulations.The course also delves into complex areas of employee benefit planning… | |
| Accountants and business decision-makers who want to understand concepts related to measuring and tracking company performance could benefit from this course. The course allows participants to become familiar with tracking the performance of a decentralized organization as well as understanding the benefits and key pieces of both a Master budget and a Flexible budget. | |
| Metrics play a critical role in evaluating business performance, guiding financial decisions, and supporting effective advising. This course introduces participants to the most common and valuable ratios and key performance indicators (KPIs) used by CFOs, Controllers, and CPA advisors. Organized by category, the material highlights how these tools provide insight into financial health, liquidity, profitability, and operational effectiveness.Participants will see practical examples of how metrics are applied, ensuring they can not only calculate but also… | |
| November 16th & 17th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| November 16th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| November 17th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| November 19th & 20th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| November 19th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| November 20th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| October 20th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| October 19th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| October 19th & 20th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| The “One Big Beautiful Bill” is the most significant tax law package since the TCJA, and it’s now law. With dozens of TCJA provisions made permanent and plenty of new rules introduced, this session is packed with critical content for tax professionals. You’ll walk away understanding what’s changed, what’s new, and what to prepare for across individual,business, and estate taxation.Art Werner breaks down key topics like bonus depreciation, enhanced 199A deductions, Trump accounts, SALT cap… |