| 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 unsaved workbooks. Learning Objectives: To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher. Upon course completion a course evaluation form is provided for your feedback. You have 1 year from the time of purchase/enrollment to complete the course. Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
| 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 REGEXTEST, REGEXEXTRACT, and REGEXREPLACE. Along the way, you’ll see how sites like RegEx101.com can assist your pattern-building efforts and learn when to use fuzzy matching instead of regular expressions. Learning Objectives: To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher. Upon course completion a course evaluation form is provided for your feedback. You have 1 year from the time of purchase/enrollment to complete the course. Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
| In this webinar Excel expert David H. Ringstrom will guide you on extracting PDFs with Power Query, exploring Power Query properties, enhancing external data security, creating Excel tables, adding total rows, filtering tables with slicers, utilizing functions such as IF, nested IF, VLOOKUP, IFNA, and MATCH, as well as INDEX/MATCH functions, XLOOKUP for horizontal lookup, automating tasks with macros, creating macro icons, applying conditional formatting for greater than scenarios, utilizing data bars, managing scenarios effectively, and summarizing Scenario Manager features. Learning Objectives: To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher. Upon course completion a course evaluation form is provided for your feedback. You have 1 year from the time of purchase/enrollment to complete the course. Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
| In this presentation author and Excel expert David Ringstrom, CPA shares several worksheet functions with you that will enable you to sum data in a variety of ways. Techniques include maximizing the statistics that appear on Excel's Status Bar, using the AutoSum feature, and future-proofing the SUM function. David will also compare the SUBTOTAL function with the Subtotal feature, contrast SUMIF and SUMIFS, demonstrate SUMPRODUCT, and much more. Learning Objectives: To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher. Upon course completion a course evaluation form is provided for your feedback. You have 1 year from the time of purchase/enrollment to complete the course. Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
| 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 viewing and editing two or more areas of a worksheet. Other techniques include efficiently grouping and ungrouping rows and columns, leveraging the Watch Window for monitoring key data, using hyperlinks as a navigation aid for quick access to relevant information, and utilizing the Navigation task pane in Excel for Microsoft 365 for streamlined navigation and organization. Learning Objectives: To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher. Upon course completion a course evaluation form is provided for your feedback. You have 1 year from the time of purchase/enrollment to complete the course. Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will delve into a comprehensive exploration of Microsoft Excel's powerful text manipulation tools and functions. He'll cover a wide range of topics, from mastering the LEFT/MID/RIGHT functions for precise text extraction to transforming text case with the UPPER/LOWER/PROPER functions. Discover the time-saving capabilities of the new TEXTBEFORE/TEXTAFTER and TEXTSPLIT functions in Microsoft 365. Learn how to efficiently use unwanted characters by using the CLEAN and TRIM functions. Dive into the intricacies of the Text to Columns Feature, where you'll uncover techniques for handling addresses, dates, and names with ease. Additionally, explore advanced features like combining text with the CONCAT function and having Excel read text aloud to you by way of the Text to Speech Command. Learning Objectives: To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher. Upon course completion a course evaluation form is provided for your feedback. You have 1 year from the time of purchase/enrollment to complete the course. Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
| The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, competence, independence, and objectivity. The Yellow Book is used by auditors of government organizations, entities that receive government awards, and any other audit organization performing Yellow Book audits. The Yellow Book outlines all requirements for governmental audit reports, professional qualifications for auditors, and audit organization quality control. This course will identify the general planning requirements for an audit that must comply with all of the applicable requirements for a review of financial statements conducted in accordance with GAGAS. Finally, this course will describe what must be included and what must be excluded from an audit report. To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete the qualified assessment with a minimum of 70% accuracy to receive your certificate. Upon course completion A course evaluation form is provided for your feedback. Participants have 1 year from the date of purchase/enrollment to complete this course Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
| This course is divided into two parts. Part I is designed to help you navigate the specialized accounting principles and practices for the media and entertainment (M&E) industry. It discusses all the important authoritative pronouncements on GAAP for broadcasters, cable television, films, and music. Relevant references to and excerpts from ASC 920, ASC 922, ASC 926, and ASC 928 are discussed throughout the course. It also provides specific examples to illustrate the application. Part II focuses on the ASC 606 revenue recognition requirements since it supersedes most industry-specific guidance. Entities across industries are required to follow the guidance of ASC 606. It explains how to apply the revenue model with an emphasis on situations specific to the M&E industry. | |
| Specialized Industry GAAP - Real Estate covers the important authoritative pronouncements on GAAP for the specialized real estate industry. This course focuses on financial reporting requirements for real estate project costs (Part I), real estate sales (Part II), and the rental of property (Part III). Part I addresses whether costs associated with real estate projects should be capitalized or charged to expense as incurred. Part II explains how to apply the five-step revenue recognition model on real estate sales under ASC 606 Revenue from Contracts with Customers. Part III discusses how lessors (landlords) and lessees (tenants) account for leased property under ASC 842 Leases. This course also includes specific examples to illustrate the application of these requirements. | |
| Cash flows are vital to a company's financial health. The statement of cash flows provides useful information to management, investors, creditors, and other interested parties, presenting the effects on cash of all significant operating, investing, and financing activities. It is required as part of a full set of financial statements. This course discusses cash flow reporting, presentation, and disclosure requirements of ASC 230, Statement of Cash Flows. It also provides examples to illustrate the application. | |
| The Time Value of Money (TVM), a fundamental financial principle, explains the worth of money in relation to time; money received today is worth more than money received in the future. TVM has wide application; from personal financial decisions, and corporate finance, to real estate. For example, TVM calculations help 1) individuals decide how much to save and spend in order to reach a desired financial goal, 2) investors pick the mix of a portfolio, 3) businesses evaluate the future cash flow of capital budgeting projects, and 4) real estate investors determine what price should be paid for a property that generates an estimated series of income. Accountants should also have a working knowledge of TVM factors including compound interest, annuities, and present value because of their application to numerous types of business events and transactions. This course explains the TVM concepts and their application to different financial and investment situations. A series of examples are presented to illustrate the calculations in detail to allow you to learn the application procedure for making sound financial decisions. | |
| This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future cash flows of a business and discounting them at a required rate of return. The value of a bond is essentially the present value of all future interest and principal payments. Stock price may be expressed as a function of the expected future dividends and a rate of return required by investors. Real estate valuation presents several rule-of-thumb valuation methods. | |
| This course can benefit accountants, as well as business managers, who want to understand how financial ratios and other forms of analyses can be used to evaluate a business. This course also covers the investment classifications and investment accounting used by companies to record investments within their financial statements. | |
| 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 the key accounts payable process activities as well as specific controls related to the accounts payable process. Learning objectives for this course are listed below. | |
| 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 cash receipts process in detail | |
| 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. | |
| 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 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 5% concentration. You’ll also learn how capital activity and changes in net assets are reported and how to decode the notes that support the financials. | |
| 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 NAV. Finally, the course offers a bird’s eye view of hedge fund structures, fees, and basic investors’ capital activities | |
| 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. |
BUNDLES
Filters Sort results
Reset Apply