Course Details
Course

The Mechanics, Basics and Theory of Accounting 2 CPE


Course Duration: 2 Hours
Course Rating:
Course Enrollments: 8660 Enrolled
Mode of Delivery: on_demand
Course Level: Basic
Study Area: Accounting

The business world we live and work in would not be able to operate without a reliable method for recording the effects of transactions. A systematic method of recording transactions is necessary if companies such as IBM and General Electric (and even local clothing stores and restaurants) are to generate information with which to make sound business decisions. This systematic method, termed the accounting cycle, has existed for centuries and still works well today. How does the system that captures and processes this information work and why do you need to know about it? This course addresses those questions.

Businesses buy and sell goods or services; borrow and invest money; pay wages to employees; purchase land, buildings, and equipment; distribute earnings to owners; and pay taxes to the government. These activities are referred to as “exchange transactions” because the entity is actually trading (exchanging) one thing for another.  To determine how well an entity is managing its resources, the results of transactions must be analyzed. The accounting cycle makes the analysis possible by recording and summarizing an entity’s transactions and preparing reports that present the summary results. 

In this course, the debit and credit technique of transaction analysis that has been used by accountants for over 500 years is explained. Although not necessary for an understanding of financial statements, debits and credits provide a useful shorthand for summarizing complex transactions. So get ready for a discussion of double-entry accounting, a system described by the German philosopher Goethe as “among the finest inventions of the human mind.”

Prerequisites

No Advanced Preparation or Prerequisites are needed for this course. 

Learning Objective
  • Explore the process of transforming transaction data into useful accounting information. 
  • Explore how to analyze transactions and determine how those transactions affect the accounting equation 
  • Recognize how to record the effects of transactions using journal entries 
  • Explore how to summarize the resulting journal entries through posting and prepare a trial balance 
  • Identify how technology has affected the first three steps of the accounting cycle.

Last updated/reviewed: March 26, 2024

(682) Reviews

(579 rating)
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jessica.ryner

Good course thank you to Ms Fountain. Cash flow info useful.

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robinsonda

More details than I anticipated but nice to learn more about Schedule C updates as I look forward to preparing a few returns for family this year.

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amy.arens

This was a good overview of the need to consider digital assets in estate planning.

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jungsuekim@gmail.com

the material is really great and very helpful. I was able to have a good understanding of overall concept.

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dane.fuhrman

Helpful overview of the leasing process. Thank you for this course!

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lynn.walters

Instructor was engaging, and the course proved informative.

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lauren.reid

the course was helpful easy to understand and captivating

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cynthia.reid

Very short course and some of the examples were good this course is not as good as other ethics courses I have taken.

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roxane.wells

Good overview. Interesting cases and update on penalty amounts

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nicol.coxon

This was a great more in-depth course on this topic, explaining the FASB's rationale which is helpful in situations when the business or assets being acquired are less clear.

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jacklyn.collins

Excellent explanation of the Statement of Cash Flows. Highlights the important aspects of understanding Free Cash Flow. I found this very educational, good refresher!

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robert.burnett

Jeff's technique is very well done and easy to follow. It is a great review and provides good examples that can be used day-to-day. Great Job!

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lisa.brzezinski

The course was very informative and interesting. The skills to be involved with the Internal Audit function are both technical and interpersonal. As we work towards this function, it is difficult to find staff with the right skill set. The instructor was very good and understandable.

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dana.lester

Great course, very helpful information to better understand tax forms.

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leslie.mcfalls

Very informative. Lots of information at a solid pace. Instructor was very knowledgeable and touched on a lot of real life examples.

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aarbarbe

Great course - would highly recommend for anyone interested in topic.

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carter.tate

This course was an interesting overview of ChatGPT geared for the accountant who is technologically averse, helping them see the value in utilizing ChatGPT in their work. The presenter goes to great lengths to demonstrate the power and transformative potential of the tool. I felt like he could have spent more time with accounting/auditing-specific applications rather than so much time on the history and broader applications. The course also already feels outdated in some ways with how quickly the AI landscape has shifted since it was originally published. It was particularly noteworthy in the artwork used throughout the course, clearly AI-generated; AI artwork is now much more robust without all the limitations and errors exhibited by the earlier models.

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stephen.alexander

A good nuts and bolts review of the accounting process.

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ehanner

This class gets into the details of short-term rentals. There was more to it than initially thought.

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carol.kimbrell

This course was pretty straightforward and easy to follow. This was the first text-based course Ive done. The test questions corresponded well to the text.

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kirk.valencia

Excellent course! This course provided a solid overview of the appropriate ethical standards of the accounting profession. The lesson demonstrated possible real-life scenarios that today's CPA may encounter and outlined the necessary steps to apply to in such cases to uphold the high ethical standards of the profession.

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hyoe.nakagiri_1

I found the personality style quadrant very helpful in understanding my need for flexibility and learning "how to read the room." Much more flexibility compared to Myers-Briggs. I particularly appreciated the instructor's perspectives on how we can adapt our behaviors to work effectively work with counterparts who demonstrate different styles.

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tellens

Very detailed course that covers all of the important information about each status and good advice

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ashley.bigaud

This was a very informative course and enjoyed the instructor presentation and knowledge. I dont have no background in this area, however I wanted to get exposure and was surprised to see so much information on the subject matter. Will take additional courses with this instructor.

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james.currin

Very long Webinar. At times I found that it was easy to get lost in the details of estate tax and thus difficult in getting an overall broad understanding of estate taxes as a whole. But other than that I did enjoy how informative it was.

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nicole.gordon

Enjoyed this course on the GAAP presentation of the financial statements. Was good to refresh myself on it and see some of the standards.

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amber.deadrick

I've been using pivot tables for years and still picked up a few helpful hints in this lesson. This is a very useful session for any user.

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rosie.herren

Great examples. I had no idea how cunning some folks could be on devising ways to scam the goverment, either as an employee, officer or contractor.

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aminah.bey

This was an excellent course and I felt like it provided a guidebook for necessary courses of action and reminders for those trying to ascend in his/her careers.

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meganfraser@google.com

I overall really enjoyed this course on Future of Internal Audit by Lynn Fountain. As an auditor during 2020 and 2022, the course was overall pretty straightforward but interesting to see the comparisons made from that to 2025.

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henny.widjaja

In the final exam, question no 2 should be corrected by removing NOT from the question.

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renae.pryjmak

This was a helpful review. Thank you for the informational resources.

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douglas.aldridge

Good course on some interesting subject matter. I again liked this instructor.

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cheri.zuidema

Good course explaining how account takeovers can occur and ways individuals and businesses can protect themselves.

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dong_hoon.owen

It was packed with detailed information with great structure!

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madison.martin

Very informative and helpful refresher course. Some questions on the exam portion were worded a bit confusing, but overall it was great

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kenny.bement

content was a little dry and the wording of the final exam questions was terrible...please get a 3rd party to review for clarity, consistency and understandability

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carol.herre

Very clear explanations and examples of Ethics vs Morality vs the Law. Also, how we operate within each. Lynn gave a thorough and thoughtful presentation. I always enjoy and learn from her training.

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ann.sharp

Lot of unnecessary politics in this course. Ethics is something that doesn't need to be politicized. It detracts from the arguments.

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fernando.diaz

"I enjoyed this course a lot, great learning tools and it helped me a lot. I really appreciated the experience and I liked the method of presentation. Thanks!"

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kathleen.varas

Good review of less traditional balance sheet accounts and accounting.

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bettie.mccarthy

This was an excellent overview of the budget process in review. It is not a detailed budget process but it is sufficient to outline the major points.

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kimberly.martin

I like to read the slide decks in the pdf format. The pdfs for this course were not sufficient to learn the content.

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johnsonluke

Easy and informative course. Most of the information wasnt new but it was a good reminder for me. I would recommend to everyone who has to interact with others.

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robert.goldfarb

This was a great review of the Budget process for a financial executive. The terminology and explanations were easy to understand and follow. The outline was well organized and flowed just like a good budget should

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robert.arthur

This course provided a good overview of taxation basics for small business and small business owners

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todd.ohlen

This course provided a nice overview of safety and ergonomics in the workplace, including many best practices and tips. Several good takeaways that I can easily implement. Supporting materials were also helpful and aligned with the content presented during the course.

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patrick.green

Very interesting topic presented in an easy to understand manner.

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lorene.johnson

Really informative class and good overall presentation

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alexandre.mayer

Very good teacher and very interesting content. I addressed many relevant topics and give a broad overview on fraud schemes and controls. I like that it illustrates the content with statistics.

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iwalani.braun

2 Exam questions are incorrectly worded/graded and should be revised.

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rachel.menaugh

Course covered the topics stated. Was nice that it is broken down into a multi-part series so it is not too much info at one time.

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jake.laptad

Rob does an outstanding job of effectively teaching the Key Performance Indicators and KPI Dashboards. The course was well-structured, providing a comprehensive understanding of KPIs and their critical role in measuring and driving business performance. The content was insightful and easy to follow, with a perfect blend of theory and practical examples. The section on creating KPI dashboards was particularly valuable, offering hands-on guidance on designing and implementing effective dashboards that provide real-time insights into business performance. The instructor was knowledgeable and engaging, making complex concepts accessible and relevant. The interactive elements and practical exercises helped reinforce the learning and provided me with the confidence to apply these concepts to my own work. Overall, this course is a must for anyone looking to deepen their understanding of KPIs and enhance their ability to track and manage performance effectively. I highly recommend it!

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christopher.chomic

Great overview and good insight on how to deal with these issues

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laura.amoroso

I loved this class and the slides. Very informative and learned some new topics I haven't been taught before. Thank you!

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john.robinson

This course met its stated objectives and provided relevant useful information.

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jessica.parrish

Thorough review of basic accounting process. Easy to understand and easy to follow course. Would recommend to anyone looking for a refresher on the accounting equation.

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anthony_.imburgia

Mr Haaris was extremely well organized and thorough in his training. It is a very good introduction to Budgeting.

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anthony_allred

Poorly worded exam questions with many typos. One question even had two correct answers per the materials.

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james.aglikin

Very basic accounting 101 course, recommended for people looking to learn about basic debits and credits

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caleb.lavis

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aeyoung.youn

happy to pass the exam at one time, Great and thanks you.

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brenda_abraham

Great refresher with good exercises and commentary

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joseph.keating_1

very good overview and current topics presented were relevant .

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suzanne.arndt

Too much reading directly from the slides. Otherwise the presentation was fine.

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phillip.cunha

so good! Chris did a great job! Definitely essential!

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mike.seeley

Great primer on how to build six critical traits into your lifestyle that will help you transition from a manager into an executive.

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carol.chen

This course was very interesting. I liked the examples he gave and how he Incorporated his own experiences into the lecture.

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joseph.tregellas

A good review of Internal Audit, deficiencies and the discussions around them in today's audit structure.

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chris.caslow

always good to refresh on the basic accounting principals.

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wendy.jones

This course had surprising tips. It is always good to be reminded what excel can do and surprising when I learn something I didn't know or get an idea I didn't think about. Ringstrom is always great at showing how to create efficiencies with Excel.

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dhaughton

Course was easy to follow and informative on the closing process for a company to be able to prepare financial statements that are correct.

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chris.hole

It's hard to distill the entire history of ethical thought down into a 2 hour business course, but I give credit to the instructor for making the effort.

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thomas.tyra

Much of this material was also covered in the individual topics from the same instructor. I wish I had done this one first, as I would have skipped some of the others.

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jeremy.johnson

Good instructor and very informative. Gives a good overview of what should be considered.

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josephstelman@salo-compass.com

This was a very thorough yet straightforward introduction to higher-level Excel concepts. The course will only give a basic understanding of using tools like Power Query and VBA Macros, so further courses should be explored to gain more proficiency in these areas.

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roy.singer

Great course I recommend this to everyone that wants to learn more about this topic

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susan.renshaw

Very high level view of the balance sheet, income statement, cash flow and notes. Good refresher course

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ariella.gugenheim

Great course, great job, thank you so much!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

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terri.swetnam

Exam needs checked for spelling and grammar. Some questions were hard to interpret.

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jared.newton

Materials were straightforward and easy to read. The review questions were helpful.

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bruce.quayle

Always like her courses. Very easy to understand and process the information. She clearly understands the topic and uses good detail.

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connor.mchugh

Overview of how internal audit will look in the future and insight into future IA needs.

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bekkijo.kahler

great overall course covering multi-state withholding, giving the information necessary for an employer to work towards an error-free payroll.

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seiko.amakusa_1

This course helped me to allocate the duties between controller and subordinates.

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patricia.hines

Wonderful class by Vicki Lambert and a nice refresher on tax deposit regulations.

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loren.lirely

Good course to sharpen up on some slightly less common balance sheet items.

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neetika.gupta

Some of questions were very basic. this is accounting 101.

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ace_hansi.asistin

Well written material that I could use as a supplemental reference in addition to the actual text wording verbatim from the ASC standard that I could always go back to during my actual work as an accountant in the actual practice may it be professional service setting or in the industry.

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brett.federer

A great intro course into Excel, I would recommend to others.

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marilia.garner

Great course - material is easy to follow with good examples and descriptions.

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marialund

Last question of the exam is worded poorly/confusing.

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showalcd

Virginia ethics course, it's required for CPAs and this format works

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pdicicco

Clear and concise, well laid out in a way to follow.

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michael.muchortow

Well written course that walks you through the requirements for an Internal Audit Function and the options to source the group.

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natesai.kaentong

Good course for reviewing purpose. The examples using in the course are useful.

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melinda.krebs

Great information. A little packed in there, but I'm glad they don't go into the formulas on the test.

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julia.misaki

Good refresher course on how to use pivot tables. I like having a workbook to test with along with the lesson.

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karen.misaki

This text based course was very detailed and provided good examples of real world application

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wilson.neely

Really just a fantastic course here. Caused me to reevaluate how I think about internal controls and really consider how we can tighten up our environment.

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frank.vulpi

great overview of Segregation of duties and the importance of SODs within companies.

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travis.harris

Solid regulatory review course. I enjoyed reading about the real world examples

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christopher.wilson

This course provided valuable information and skills necessary to be a CPA.

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muhammad.baig

A wonderful summary of key concepts of AI and machine-learning. Excellent material.

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ywee

It is helpful to assist me to understand better in what is expected as a senior associate and how I can better improve myself to excel in my career as I grow together with CNM in CNM.

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jimmie.bussey

Very informative information on the financial close.

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michelle.vass

This class was very informative. I learned new concepts.

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chun.saul

I am taking the course in March 2024. The course material is prepared for 2022 tax year. For a tax course, the material should be updated for the most recent tax year.

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rodney.pereira

Good reminders on the basics of a financial statement audit and the responsibilities of the auditor.

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mary.ferguson

Learned new items in excel I didn't know before. At age 66, wish i had known before now.

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evelyn.tang

Understanding COSO and the related principles, as well as POF is a great help to my profession as an internal auditor.

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cheryl.gulledge

Mr. Ringstrom is an excellent instructor; I like that he goes through the PowerPoint and then shows it live in Excel. I will be back for more courses.

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jeffrey.torrence

Extremely thorough presentation encompassed in the gradual addition of detail to each slide.

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leslie.lopez

The example and explanation were relevant to real life.

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erin.james

I felt like it could have been covered in a shorter presentation.

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kelly.robertson

This course was a great refresher on the time value of money concepts. The instructor provides alot of examples of calculating the old-fashioned way. I do wish he had gone over the use of Excel in solving some of these problems.

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mark.eastman

The material is dense and detailed. Be prepared to read and reread to fully comprehend.

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valencia_allen-love

Course was very informative, the slide presentation and program material assist with understanding the course.

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andrew.harris

Course was helpful in providing basic fundamentals of financial statements. For introduction to the basic statements on a financial statement package

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lucinda.leitch

Excellent course and helpful reference materials.

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larren.walker

enjoyed the course. gave me a good understanding of recognizing revue over time.

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timothy.donovan

difficult to follow calculation of example questions at times

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nicholas.moeder

Would like it to focus more on payroll, less on basic accounting concepts

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chris.cafarelli

This course provided a good review of long forgotten balance sheet topics.

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stephen.louis_1

Too much broken speaking. Author just changed the couple words to make applicable to 2023 but changes were not smooth.

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neal.stiles

An overall solid summation of the important characteristics of forensic accounting. I would recommend this to anyone interested in Forensic accounting.,

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kinglam.au

Great course, clear and concise, would recommend others to take this course

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steve.bonham

Well organized content laid out in a logical manner.

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robert.macleish

c

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katherine.maline

This course was presented cleared and concisely. The course materials are helpful to refer back to if needed.

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alejandro.mattiuzzo

A good overall breakdown of ethical leaders, what distinguishes them, and why they are important for any organization, Felt a bit longer than necessary but overall enjoyed the discussion and exercises.

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cherebramer

I like how the instructor works through simple, real examples of the close process. Good refresher.

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christine.motes

The date material updates were all over the place - ranging from 2021-2023.

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doshan.coilton

Fantastic and easy to understand review of consolidation foreign subs.

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bryanlai

Great course. Needed a refresher on ASC842. It's been awhile since involved with them

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paul.francom

I learned a lot, but the test questions were out in left field and there are no slides.

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jessica.spaulding

Another great course from David Ringstrom. I always learn a lot from his excel courses. I am glad to have learned about the xlookup function. I think it is something I will be using a lot.

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lindsay.elizondo

Love Blair's webinars! Definitely wish there were more available on Illumeo. He is one of my facotire presenters!

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sean.searley

Fraud Trends for the Future - Need for Real-time Risk Assessment - Part one

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jeff_k.weidman

A great course...the taming e-mail decision tree is gold.

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eileen.perrin

I enjoy the court cases. It provides more insight into challenges and reinforces the importance of knowing the law.

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jstarkey

A helpful course outlining the ways that procurement and controllers can work together.

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patricia.taylor

not sure I agree with this question and answer: Question: Which of the following is not a disclosure control procedure?

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sarah.peterson

This is an excellent course for those being introduced to the basics of accounting or someone seeking a refresher on the foundational concepts of accounting. The teacher is very effective and walks through many journal entry examples.

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tamra.gibson

I feel like the wording being used in this course is confusing and can be easily misunderstood. I have never heard many of these terms used before.

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cyberlouis@gmail.com

The course was very thorough. Everyone in private sector should take. The organization can be improved--I found myself reading the same concept again in different sections.

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shannel.gordon

The training was very informative and most of all I enjoyed the jokes.

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david.martinson

This was a nice course and nice provider of context to financial reporting

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stephanie.tooke_2

Good introduction to ethics at work, just goes to show that people at the top have too much power and no accountability as long as the numbers are good, they can do whatever they like.

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kristi.jense

Good advice and steps to consider. The slides were nicely laid out to use as references in the future.

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reena.mehta

This was a information course but the slides were difficult to process.

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corey.masters

This course was a good refresher. This course is ideal for people not as familiar with accounting. Thank you.

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sean.flynn

good course on financial statement analysis and will help most practitioners

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dinita.wilbourn

This class provides a general overview of the mechanics, basics, and theory of accounting.

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christine.kennedy

This was a good overall presentation with a lot of good key points. I like that it included COSO.

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heidi.zwick

This was a very helpful course, I really enjoyed learning new functions to take advantage of in Excel

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kevin.murray

The course covers a significant amount of material that is often uncommon such as disposal of divisions and going concern treatments. It's well done and interesting.

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marc.nakashian

I've always wanted to understand a little more about what forensic accounting involves, this was a good start.

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randy.leduc

This was a great course to introduce me to features of excel that I have never used to give me a great understanding of how they might be used in practical everyday applications of Excel.

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mmehta

Course was very detailed oriented and had knowledge that needs for accounting and prepare F/S

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jason.mccarthy

Legit course, comprehensive and will provide you with good information.

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sean.mcgowan

Illegible questions and answers. A struggle to get through.

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tania.roberts

Concise review of journals, ledgers and GL. Good use of examples. The PDFs are extremely helpful as I listened to the recording.

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kaylah.edwards

This course was excellent. I learned a great deal. I appreciate courses such as this because it will help me grow within my career.

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mark.cunningham

This is a high-level overview of information that all CPAs already know, but it's a great refresher. Highly recommend

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matthew.long

This was a great overview of the FAR section of the CPA exam, from what I can recall.

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jennifer.stretch

Great, simple explanation of how assets and liabilities affect operating cash flows as well as how othe transactions are accounted for in all sections.

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angelica.moss

Test questions had a confusing sentence structure.

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rebecca.goldman

Very informative and clear. I thought it was a good overview of the subject matter that was my specialty at one point.

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megan.deutschman

As a member of a board for a non-profit organization I found this course to be very helpful!

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kerrey.lynch

This course is important for employees on all levels and even in our personal lives. I really like the points made on the importance of Listening well.

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dave.storer

The course work for this course was helpful for completing the assignments.

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marymargaret.lee

Good course that was easy to listen to and very informative!

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carlos.rangel

Very concise and to the point. I like the instructor's ideas to improve the book's closing timing. It was well-presented and organized.

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kim.hughes

In addition to macro recorder basics, I learned a couple of excel features! I appreciated the thorough explanations, common issues, and risks.

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ethan.young

Nice introduction to budgeting principles and models to follow. Budgeting is such an important aspect of business especially for subsidiaries reporting to parent companies.

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liubov.barrington

It would have been better to attach the latest version of CR&R as reference material (vs slides).

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jordan.chitwood

A+ with just the right level of detail for an introduction to blockchain!

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lane.roemmick

The Treasury Function Part 1: Cash, Liquidity and Investments The Treasury Function Part 1: Cash, Liquidity and Investments The Treasury Function Part 1: Cash, Liquidity and Investments The Treasury Function Part 1: Cash, Liquidity and Investments The Treasury Function Part 1: Cash, Liquidity and Investments vThe Treasury Function Part 1: Cash, Liquidity and Investments

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carlos.segura

Good course. It took a long time because I had to read everything and I had to do it over several days, but worth the study.

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connorandersonprocter

The questions had multiple misspelled words and incorrect grammar. Not super insightful training

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michelle.zwanepoel

This course teaches you to how to think about thinking. Excellent how the presenter (who is excellent) explained the concepts using not just general but accountant specific problems.

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joseph.ennis

Course was relevant and a good road map to live all aspects of your life.

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brian.johnson_2

Interesting and informative course with relevant information to understand the controllership function. Easy to follow and understand.

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ann.molter

Excellent overview of COSO and internal controls for preventing fraud in the workplace. Detailed welk-through of the 16 principles with examples facilitate application of the principles to one's own environment.

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tsimkiss

Direct, easy to understand slides and notes make this a valuable course.

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moataz.shokry

Thank you Garrett, that was really helpful, Good job, waiting for more of such useful courses from you.

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dan.zou

Course Contents: The professional standards and guidelines applicable to an audit The nature and purpose of auditing Audit approach and planning

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kari_.grimes

One of the best course I have recently taken - great job

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joseph.mccann_2

Excellent course, very well organized and presented, with practical examples provided.

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tiffany.kolar

Great ideas for improving close processes and how to structure making changes.

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hnajib

A very clear explanations, covering all topics. I really love the session. Perhaps can get a more exciting slides or link share for reference. Overall, good. thank you!

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maxwell.hassenstein

The course provides great case examples of principle financial statements analysis and the purpose for the various ratios.

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randi.leveroni

A lot of useful information on basics of accounting.

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jeff.spillane

The topics and presentation were very good. The test questions were poorly worded.

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jennifer_.childs

The examples scenarios were very helpful. I enjoyed the cadence and how the information was presented and the corresponding pdf file to download for reference.

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antoine.nolancarter

I loved the instructor's writing style - great wit/humor.

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lauren.bauer

Great course for understanding how to read a balance sheet from a finance perspective. It teaches the importance of metrics (ROA, ROE, etc.). It was also great for teaching other important analyses such as SWOT, benchmarking, etc.

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chrystal

Very easy to follow. Information was relevant and up to date. I liked the slides.

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sharan.grewal

Easy to follow examples. Great content with clear engaging instructions.

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edel.langan

This is a very detailed and informative course and clearly set out the differences between both areas.

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amy.cathey

The course provided a good overview of topics. Instructor did good job a explaining the course material

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kyung-min.kim

Great course!

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hridaya.venkatasubramanian

All apects of treasury were very clearly explained

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sandi.seidel_1

The course provided a good overview of the lease standard.

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amy.lyle

good class with lots of good information and good help. I enjoyed it.

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gautam_kumar.pahari

This course is set up in great details. It is useful to both entrepreneurs as well as accountants.

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ermendoza_12

This course provides some great information. The topics covered are very helpful as well.

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sean.adams

This was a good course on financial statement basics... if you don't know the answers to the questions, go back and refresh

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matt.paul

Very basic overview - nice for those wanting to start to understand accounting and the basic financial statements.

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dong_kyun.ryu

Very well explained the concept with proper examples. Helps a lot for the corporate cost analysis. Really enjoy the course and easy to follow on his explanation. Great lectures and I will take more of Erik's courses.

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yongsook.prince

Well structured overview of the course by instructor

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sue.miller

Super clear instructions with excellent examples provided to work through.

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david.fisher_1

Good course. Supporting materials were relevant and the course met the intended learning objectives.

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jreda

This is a new topic that is becoming more and more relevant. I enjoyed the introduction and look forward to learning more.

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dylan.cole

PDF materials didn't match too much to the test. Please consider this before taking the class.

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jian.li

userful and practical information. would recommend

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elaine.brooks

The review questions have some inaccuracies. The Final Exam is fine.

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brett.labonte

Delivery of the information made it tough to focus and retain information.

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ifadil

its a great course with full of information! i find it useful for me to detect a fraud next time

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qilei.ye

Sorry, now is 2023. Is this 2015 GAAp? Hopefully, illumenous can reach out to the lecturer and update the course.

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amy.davis

Through was a good class to review in wage and law

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chlorissa.harris

Excellent course and the presenter did an amazing job on keeping the audience engaged.

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aki.takeda

The lecture is very organized and easy to follow. I am experienced user of Pivot table so the Final exam was not difficult, yet I have learned some functions I did not know. I really enjoyed it!

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john_.poole

nofreeadsfrommenofreeadsfrommenofreeadsfrommenofreeadsfromme

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ryan.yee

Great course very informative. I like the instructors communicative style and presence in the learning materials

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kimberly_nicole.driver

Lots of good current information. Just wish recordings werent a little more interesting and less like reading straight from text.

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celeste.houston

This training was well done. However, the topic was a bit over my head. I am glad I took this course so I can become better versed in this topic.

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joe.isaacs

More than half the class was devoted discussing the economy. While this is interesting, it seems more of the class should have been devoted to the accounting updates and the ramifications of those items. Most of the information that we got regarding the updates was a laundry list of the items with no meaningful discussions of those items.

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judy

This course was excellent, I send a large number of emails and I learned a lot of tips.

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barisarslan

Excellent! This will lead better comunication. White spaces are realy an important.

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spencer.rutz

Very thorough and great course, perfect way to meet the Oregon Ethics requirement. Adam was a great instructor

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carissa.donley

Would like more focus on how to handle situations and not necessarily how to identify difficult people

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bobby.gehm_1

This was a good course to provide a general overview of IFRS concepts.

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tom.grimmig

This course was very informative and gives interesting perspectives for anyone who pays taxes.

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nafisah.fudaeel

This course was easy to understand and follow. The scenarios were very engaging.

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mark.murdaugh

The supporting material slides pdf differs significantly from the video presentation. It looks like the video was updated and the slides were not updated to match the video.

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bertha.mujica

This was a great class that gave me some important tips that I hadnt previously considered. Very useful!

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raymond.woo

This is a really good informative course--thanks for putting it together.

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merry.plocki

The program is well presented. I would prefer a video format to aid my learning style.

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rachael

Good material and overview of SAAS metrics. Sound was a little low could be increased but otherwise good

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charles.adams

The course contained relevant content and presenter conveyed the material enthusiastically.

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david.edwards

I learned a lot from this course and will highly recommend it!

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azzedine.finley

This was a great course. Would definitely recommend it.

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lea.maynard

So extremely helpful, and interesting. One of my favorite courses yet.

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damon.houterman

This course was a great review of Ethics CPAs Business.

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debra.kene

Might be nice if there were more theory vs straight up calculations.

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karen.edwards

A lot to remember when trying to answer final exam questions, but excellent tips if practiced each day.

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xin.hu

The course is well organized with the most up-to-date topic.

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darla.greer

The presentation kept stopping making it difficult to follow. Several questions were not covered in her presentation.

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aaron.hendrick

Great class, really enjoyed it. Learned a lot about ways to make the financial close process easier.

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david.wodarczyk

I enjoyed this course at forensic accounting is an area I'm unfamiliar with. I thought the course did a nice job of making the material interesting.

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samantha.lemp

Thank you for including the example questions, I found them very helpful in understanding the course content.

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kim.miller

This webinar is helpful in understanding the annual audit that we go through in our company. Thanks.

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jared.watts

The information provided in this course was presented well and provided a good overall understanding of the planning process of an audit. However, the exam itself needs to be proofread as there were several questions that were written so poorly as to make no sense of the question being asked.

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lrefosco

This instructor is very easy to listen to! She does a great job of making the information relevant and digestable.

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brian.meister

This course is a good overview of professional ethics for MD CPAs

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erwin.sou

This was an eye opening experience. I think everyone thinks planning and goal setting is a waste of time. And now I've learned that those people, myself included, have been living in the present by focusing on just getting going on something, with no real clear goal, in mind. I need to set aside some time no matter what and really plan out any goal I set out to accomplish. It's easy to think you will be able to come up with a plan on the way, but that was my naive thinking.

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ashton.stegner

This was a helpful course, however, I would note that this course does not go into detail about how to implement controls. It would have also been helpful if we had reviewed the 17 COSO principles that she mentioned. It is a good primer to IC, however.

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zubia.villacorta

This was a great course that helped me to review non-profit entities and compliance with rules and regulations.

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durantae.lucas

Good overview, would love a follow-up course that dives even deeper on deal killers.

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angela.baez

Material not specific enough in terms of definitions and concepts.

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corey.gibb

This was an informative course but I had trouble following along because I couldn't find all the worksheets in the Supporting Materials

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brett.lucy

Good in-depth information regarding financial statements and some more difficult areas to understand, such as change in accounting principal, liquidation basis, and discontinued operations. Information is further supported by using clear examples and additional support straight from the codification and a reputable public accounting firm.

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aaron.zerkel

Enjoyed the course. Would like to listen to a longer version that goes into more detail on closing specific areas such as revenue.

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jeff.cassell

Excellent speaker who is clear, concise, and gave relevant examples that supplemented the course theories.

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benjamin.benson

very useful guide to help with mapping your career and being successful. Lots of common sense that merits periodic review as it's easy to get stuck in ruts.

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phichaya.pinyo

The instructor provided very helpful information. He is very clear and easy to follow. The samples are practical.

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elizabeth.smith

Simple and easy to follow. Would like to have seen more examples to increase my understanding of the materials presented.

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elizabeth.tolson

Not a comprehensive review of federal tax regulations, cases, and legislation, but includes some good topics and cases.

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katherine.hart

Great way to ground myself in the basics and refresh/sharpen my skills.

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rnemchenko

aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa

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greg.levy

Great course on revenue recognition with easy to understand lessons and great explanations of the five step model!

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brad.nielsen

The points made in this presentation would be very helpful to any member of any organization.

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brandon.allen

Great and quick overview of the QBID. Always good to refresh on this

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dlugviel

A good follow up to part one. Digs deeper into the actual code aspect of VBA. Very informative!

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srikripa.muraleedhar

Detailed course on writing effective emails. Nice and clear explanation. Covers major points. Thorough video.

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mahmoud.soliman

Thank you for Bookkeeping: Payroll And Expenses and materials.

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hyung.rim

This course was very helpful and provided a good refresher. I highly recommend this course to other CPAs!

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stephen.stutz

The information in this course is very helpful. It was very informative & makes you aware of how you protect your data, especially electronically.

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barbara.rivera

Great webinar. Thank you for the useful information.

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mavogler

This was a helpful course that used the allotted time effectively to meet the stated learning objectives

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cbogucki@google.com

Great course that walked through traits, skills, and goals of an ethical leader.

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olga.malkiman

Very helpful even for frequent career excel users.

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paul.roth

Short but good overview over the general closing process.

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shinson

Some problematic statements on gender and gender norms.

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jessica.moser

Loved this course. This was better than an 8 hour in person course I completed on Negotiations.

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nroberts

I liked it. Good basis for an accounting close. It's nice to have a refresher every once in awhile.

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karla.kerce

I would have liked to had a worksheet for the examples.

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kevin.rupp

Informative course on the basics of segregation of duties.

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rick.feldt

Great course! A very thorough review of internal controls that was easy to understand.

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kimberly.shoop

Great couse, easy to follow and enjoyed the class.

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todd.thayer

Great course! It takes some time and attention to absorb, but I will use what I learned.

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treyrabinek@google.com

Good course! Just the right amount of content, and also challenging. Would recommend this.

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richard.thompson

Excellent primer for internal control framework and necessity. Good use of examples in presentation.

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justino.navarro

Fantastic course. Clear to the point and great information was provided.

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scott.cooper

Poor grammar and punctuation in most slides, plenty of redundancy.

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doug.norfleet

I liked the text format of this course! Will use it again in the future.

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nicole.brown

Love to take courses from Vicki she is always so informative and gives thorough explanations and examples.

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natalia.lippold

A good review of accounting info I don't normally use in my work. thanks.

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francis.nguyen

Great comprehensive review of financial statements presentation. It highlights the basic set of financial statements required by GAAP.

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chris.fameree

Good overview of the close process with helpful tips on the steps to close.

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lance.hall

Good course! Thanks for providing this material! Im glad I sign up for it!

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kristin.waters

This course is definitely applicable in today's work environments. I have always worked from home and struggle with turning it off. I hear the dinging of messages and will sit at my computer during lunch.

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cody.roundy

Great material, but having to read the document rather than click through course wasn't great for me.

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cheryl.wolfe

The material was pretty informative, but the delivery was very dry.

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charles.weeks

All she did was read a script, little if any help on anything.

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judith.neifert

This is a tough course. Lots of good information though and lots of examples.

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michael.kearley

Great review of the basics! Great questions in the review and final exam!

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kylie.roeberg

This course provided a good summary of how to facilitate presentations or group conversations.

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evan.taylor

Good content. Video portion of presentation has background static.

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emily.jackson

Excellent content. This course really did a good job at getting to the meat and potatoes of the content. The content, context, and multiple modes of representation they provide is highly effective and enjoyable!

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marina.bisker

I liked the course, slides and examples provided. The questions were also were relevant and not overwhelming. Hope to see more courses by this author

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ron.cross

I found that the instructor had a fun demeanor and provided excellent material that was not only informational but had checklists, action items that I can immediately put to use in my career.

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jacob.hunter

This was a great refresher course on the fundamentals of accounting. I would recommend this course to any of my peers in the accounting industry.

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alexandra.stephenson

Really great and helpful tips on improving the efficiency & effectiveness of your month end close process. Great insight for managers

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patrick.miller_1

The content of the course including case studies were effective, but the slides in the presentation were very wordy and unengaging.

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kenetha.harris

I liked that after each sections, an example was given.

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ying.cao

The professor explained the details of five stages of project management process clearly.

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jamie.oldroyd

The information is presented clearly and reads well. It is a helpful review.

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bkleinhample

Really terrific instructor! Will look for more classes from him. Concise, interesting, personable!

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derek.ettinger

Excellent overview of the various financial statements. Thought the section on financial ratios was a great addition.

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ewa.phillippy

very poorly written exam questions, extremely confusing.

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lilavery

good overview of the accounting close process for new accountants

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keith.e.baker

Might be too much information in once course, but it is great stuff.

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leslie.frederick

Sufficient course. No additional comments to add.

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lori.kulp

I have a decent understanding of Excel but I dont use it enough to remember the various shortcuts. This course is a good refresher to help make Excel work for you and speed up your work

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ed.defuria

Very informative. The class provided the material in a clear and concise manner.

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emilie.mccutcheon

Helpful information about automating reports in Excel. Recommend.

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daniel.foster

Good ethics update course. Provides an overview of key areas for CPAs both in practice and in industry.

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tyreechambers

Great session to attend to for newly promoted managers and seniors that are about to become managers.

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valerie.wunderlich

Very helpful excel tips and trips that I can easily incorporate into my everyday work and analysis.

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erik.allsup

There were so many grammatical and spelling mistakes in the final exam and throughout the slides, I am shocked. The ideas were also incredibly outdated and there is a strong bias throughout.

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curtis.coachman

Great teacher! I like how he thoroughly explains each point/topic.

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lawrence.hirsch

Lynn, the generational divide is an important concept to understand when hiring. This class helps me to understand the challenges in how I must lead the different members on my Team. The biggest challenge is in group meetings and in Team building. This course is very helpful. Thank you, Larry

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arturo.rodriguez

. Materials are well written and clear and vivid. Speaker was clear and easy to listen to and enjoyable.

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lloyd.hughes

Well presented, easy to follow, not dull. Informative and relevant.

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valerie.walden

The material regarding taxation of moving expense is outdated.

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cgreicar

Great Class - but the Keys to managing an effective internal audit function video link is broken

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corrina.edwards

I loved this lecture - some really great insights for how to be a better leader!

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tiffany.henderson

Great very technical class. I really enjoyed the class after recent events.

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austin.westover

Kay is the best at presenting concepts in an understandable and entertaining way - great theory of accounting course!

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holly.myers

Great refresher of ethics. Reminded me of my college audit class, important to refresh the mind each year to see how ethics are handled.

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david.lopez-monroy

Great course on basics of debits and credits. Good for those looking to develop a bookkeeping business.

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rafael.romero

This material is basic accounting principles. Is refreshing and straight forward. It goes back to the first accounting course you take in college.

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joongho.choi

Basic concepts are explained for beginners and easy to undetstand.

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cathy.louie

I liked how the course covered a wide variety of material. There was some memorization that was required that made the exam difficult.

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jose.ponce

Great overview on compilation engagements, which are rarely discussed in lieu of traditional audit engagements

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angela.anderson_1

Very easy to listen to, and very clear exam questions.

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william.seubert

Simple, concise, and easy-to-understand summary of segment reporting.

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john.reed_1

The use of real-life and personal examples really enhanced the course. I enjoyed the instructor's candor as well.

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anna.poselenova

This is a comprehensive course on COSO concepts and principles. It was a lot of information to digest but instructor broke it down in blocks and made easier to understand. My favorite part is the summary section at the end of each block, very helpful.

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halina.kovel

great review, useful refresher of the ASC 606, it emphasizes all the key points.

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beverly.spath

Information presented will be very useful! It was presented in an easy to follow format. I learned several short-cuts to convert emails to tasks to calendar items. The tips provided relative to using the Notes section in Outlook will also be very helpful There is no doubt that I will be able to use the information provided in this course to better manage my time and and track my tasks. After taking this course, I am definitely going to follow it up with his course on Email management.

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syed.kazmi

Important subject nicely explained for understanding.

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william.barron

I appreciated the presenter's focus on materiality.

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allison.polys

Instructor really explains thoroughly & provides wonderful & helpful supporting documents & materials for afterwards. It still takes me forever to complete, but it is a well planned out & conducted online learning video.

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md_bellal.hossain

I find it difficult to understand the lecture. it was little unclear and tough.

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slade.sexton

I enjoyed the format and thoroughness of this course.

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nilufer.shaikh

great course for those of us that live in California and are requited to take this course

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adaugo.oji

Good overview of balance sheet items of companies, and their relationship to income statement, retained earning statement.

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floyd.tennison

Loved all the examples and the instruction was top notch.

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kendra.thomas

Good, easy to follow suggestions, and clear steps to take

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andrew.clarkson

This was a very helpful course. I appreciated the conciseness and clarity of the explanations. It was beneficial to see the T-accounts and Journal Entries written out. That helps solidify in my mind what is going on in the accounting process.

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maria.halpin

I have had 1 year or equivalent of two semesters full of Accounting courses but graduated in Computer Science instead. I have always been interested in Accounting and wanted to refresh my knowledge by taking this course. This is one of the best courses I have taken so far. Thank you

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michelle.mohn

Very informative lesson that I can take back to the Finance Officer!!!!!

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kendall.houk

Good advice to avoid disastrous presentations. I wish some of the people giving presentations to me had taken the course too.

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olusegun.aluko

A good course and easy to understand, organizations should focus on continous improvement.

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tom.granger

great course. introduced some functions with which I had limited experience, and broadened my appreciation for the application of functions I already use frequently.

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sean.lee_1

Good and Mandatory Ethics course. With recent changes, it's good to stay informed!!!!!!!

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steven.meek

Gift tax is a helpful course providing relevant information to complete Form 709

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mabreu

Very comprehensive; great refresher course for me!

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russell.burr

this is a good course for anyone who wants to get involved in the fp&a process

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hong.zhu

The best ethics course that I have taken. Thank you!

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matt.brumfield

The course was good overall. Exam questions specific to the Apple financial statements which were not provided should be removed/changed.

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sarasherlock

I liked this course as I found that it was very informative and a great refresher on all the many methods and ways in which fraud can occur and be prevented as well.

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andrew.vriesman

Wow. There is so much to learn here that makes working in Excel much quicker. I thought I knew quite a bit already.

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kade

Road Map to Career Success overview here. Get your life together, get your career on track, be better.

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jwilson_1

Your courses have all been so wonderful, so informational, and so thorough--in short, greatly appreciated by me! Thank you for sharing your expertise, your wealth of knowledge, your inclusion of examples! I have greatly enjoyed reading and listening to all of your lectures thus far.

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logan.senelis-jose

Great course learned a lot with the resources provided. I would recommend this to all of my circles.

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kent.jenkins

Great course, I thought it was for owner sucession not job succession but it was very informative and it is something that is useful when I will need to step aside in the future.

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gail.reid

I have a better understanding of what distinguishes a Forensic Accountant from any other CPA. Also what kinds of cases engage Forensic Accountants.

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brian.snepenger

Thank you! There is a lot of info but it is well organized.

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lainy.cano

Instructor kept referring to the fiscal year as the physical year throughout, at least 40 times.

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wendy.sanyk

Straightforward ethics course, mostly verbatim from the Ohio Revised Code. Meets the objectives, but would have appreciated more examples.

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shamina.lavingia

It is a good course to gain an understanding of the Not for Profit entities. The instructor is clear and detailed.

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dawn.brien

I really enjoyed this class. I like that Shirley has review questions.

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susan.johannsen

I like the Mentor's sense of humor. He kept the "28 videos" moving fast enough to be interesting. Also, I appreciated the discussion of US and Canadian standards. Thank you, Blair! P.S. Yes, advertising DOES work.

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tiffany.miller

This is an excellent refresher course that I would recommend. It is a good suggestion to keep the slide materials for future reference and is also great for recertification of the CPP. I highly recommend this course.

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john.freeman_1

Quick refresher course on the fundamentals of the BS. It did discuss the IS to discuss RE. Really great for CPE but not helpful if you are looking for further knowledge. This would be great to review before watching more advanced dives into specific accounts or principals.

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lori.hoffmann

This was the best ethics course I have taken. I really liked the case studies.

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stephen.pruski

Good course it has some useful tips. My only issue is this course seems to be outdated (2014?) for the new functions of Outlook

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gary.katz

The course was interesting and thorough She was fun and iteresting in her presentation

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amy.witte

This course is a great overview of the basics of not for profit accounting. The instructor explained concepts very well and the slide greatly supported the important facts of the course. Thank you!

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sidney.williams

This course was very helpful. I learned some neat tricks and tips for inputting data.

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pam.minter

Covered a lot of material very fast. Maybe slow down and show more actual examples.

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paula.neher

Good refresher class for payroll professionals and HR.

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ngunter

Excellent presentation while blending in good humor.

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warren.vernon

Blair Cook was entertaining and thorough. This course was quick, concise and a great reminder/refresher for anyone in a large organization.

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duojia.chen

Provided fundamental basics only on payroll accounting

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jamie.westphal

It was very interesting to get perspective from someone who has worked in both external and internal audit. This was a great refresher on what goes into consideration when issuing an audit opinion.

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rachel.jackson

Great presentation with very relatable and useful information that I will be able to apply now.

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kelly.sanders

Great general overview of the new standard. Very informative.

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hanna.lacaille

Great course overall to go over SOD and the different aspects that are impacted

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polly.roe

great course, it was very in-depth and interesting to listen to. the instructor clearly knows her stuff.

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david.mctavish

Great, simplistic explanation of Blockchains and some of the ramifications, which could be enormous in how it revolutionizes the centralized banking and financial systems. More accounting and finance personnel need to understand Blockchain poses huge changes to the finance industry and at least have a basic understanding of how it works.

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stephanie.wagenschein

Instructor does a great job reviewing the material. Would like to see presentation as the initial references are from many years ago. Quick updates would make it more appealing.

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joelle.kopacz_1

Very helpful and complete overview of Construction Accounting. I appreciated the definition of terms and the multiple examples given.

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john.barnett

Great introduction course! PLEASE REVIEW THE COURSE FOR THE NUMBER OF CPE CREDITS. SHOULD BE 2.5?

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greg.biedenstein

Great course. Very easy to follow. Great examples from the professor.

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rodney.troyer

Great little reminder course to focus controllers on what is really important. There were several tips that I need to implement in my daily work.

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lindsey.dawson

Clear and Concise course. Learned a lot about analyzing data.

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carmen.mejia

Good course on Xlookup formula, this will definitely be my go to formula when looking up values.

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brett.maxam

I enjoyed Analyzing Financial Statements (263) 4.6654 486 Enrolled2 Hours (On-Dem

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femi.salami

Very well structured and contained all key details needed to understand construction accounting

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iwona.lubinski

Enjoyable course with a lot of examples on how important it is to bring joy to the workplace.

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jennifer_.rodriguez

This course provides a great overview on effective writing. I enjoyed the discussion around using more verbs and omitting needless words. I believe using these tips will help me become a more efficient writer and editor. I believe this is a topic most accountants can improve on, so I am grateful this was offered by Illumeo.

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msheikh

A fun short course, self explanatory about meetings and the structure.

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andres.galdo

As always, Lynn provides a well structure course with a lot of useful information. I recommended to anyone in the audit industry or management.

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mike.cowan

Most useful course taken this year, loaded with practical applications and resources to add value to my financial presentations and discussions

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sharon.rogers

Excellent presentation about giving presentations! Learned a lot!

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jack.hutchinson

very refreshing materials. well summarized and laid out effectively

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j_craig.meyer

the course is a good review of basic accounting theory. author explained in quite detail

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swoodwor

Kay was excellent at getting the point across. He was a little happy with his wand drawings to the point it covered the presentation.

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xiang.mar

Cybersecurity Program and Roles is a great course with in depth explanation and discussion.

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stephen.sylvester

In just two hours, this course will allow accounting and finance professionals to write significantly better. The first part of the course shines. As a professional writer, it provided a useful summary of business writing principles. Most professionals will learn new information that they can instantly apply to improve their writing. While the second part also provided critical information, it felt much less content-dense than the first part. This section only needed half the time allotted. Overall, an excellent course and a productive use of time.

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louella.stover

This course is excellent for the beginner. The instructor does a great job explaining the basics.

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ross_.connor

This instructor does a great job with her classes. The tests are actually based on the course and the material.

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susan.cypert

Lynn delivered this course in a clear and understandable manner. I enjoy listening and learning the knowledge she provides.

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norbert.forlemu_1

The presenter provides plenty of relevant insights on fraud evaluations in a very clear and concise manner

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seth.fankhauser

The course offers great suggestions for how a 1:1 meeting can contribute to career building success.

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rhaug27

Helpful reminders to remain proficient with excel and stay away from more manual bad habits.

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bob.phipps

Great job reminding us that the financials are only the first step...i don't use ratios as i should. printed out the slides to remind me.

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tom.cossentino

This course was exceptionally well done. I especially enjoyed the use of short supporting stories and examples from the presenter's personal experiences. This was one of the most enjoyable CPE courses I have taken and I look forward to taking additional courses from this presenter! Thanks!

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michael.izzo

Great overview of manager mistakes that are made early on when becoming a manager for the first time.

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jessicarschmidt

This course was a basic intro to ethics and ethical leadership.

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xinqi.he

This course is helpful to brainstorm improvement of internal control by providing useful information of fraud concealment method, data analytics technique and other action to detect fraud.

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sandra.wilson

Would prefer handouts that are an outline of what is discussed, rather than blank pages to take notes.

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derrick.clarke

The scope of the exam was useful because it touched on all areas of financial accounting. It would also be beneficial to include payroll entries.

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yemisia@google.com

This was very informative; easy to follow and I learned a lot of new things. Thank you!

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michael.harper

Excellent course. Really enjoyed learning about the topics presented here. Instructor was wonderful. Would certainly recommend this course to my friends, family, and colleagues.

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brian.mcclain

Interesting take on analyzing your audience. Really enjoyed the course.

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reaghan.reid

I didn't feel like the questions about The TV Show or "Nerds" were appropriate to the material. "Nerd" tends to be perceived as a derogatory term and doesn't feel like it fits in with the concept of Emotional Intelligence.

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kingsley.onyekwelu

Barry Zalma is very dull and boring. He even seems un-interested in the lecture he is giving.

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michael.karkowsky

I think Mr. Cook is an excellent presenter. Why aren't there more written / graphic / notated materials included with the CPE? More expensive CPE products generally include a PowerPoint. More important would be a transcript which can be very valuable for busy note-takers. I'm surprised these are not made available.

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james.gately

This was a very confusing one. I finally passed when I answered one question which seemed again what the material and I understood. It was question six. I disagree that it should be answer A. A going concern is considered when a company has issues about going a year from the opinion letter date.

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judith.poli

Really great instructor, easy to follow even though the subject itself was a little challenging. Great examples and good slides.

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chad_michael

Great addition to illumeo. Really helps keep up with the Ethics requirement in a timely manner.

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xun.zhang

I learned from this course about portfolio management, including asset allocation, risk and return, the efficient frontier, Sharpe ratio, Beta, et al.

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richard.porter

This course was very thorough and hit all the most important concepts needed to evaluate the health of a business and transactions that a business may want to undertake to improve its prospects. Great presentation!

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susan.laplaunt

The presentation was good and informative and I also liked the easy access to the matrials.

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bryan.ballew

It's not 'physical' year, it's 'fiscal' year. FYI

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shana.minish

Great refresher as its been a few years since I took a structured accounting course. Well presented.

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scott.dickens

Great course. However, question 10 answer on final exam is incorrect.

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enaguib69

Very bad class, notes are very bad & has nothing to do with the exam

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angela.tanous

Content was informational and course was easy to follow. Would recommend.

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doug.poor

Extremely helpful and clear guidance. Recommend this to anyone else who is interested in learning more about Power BI.

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steven.collins

Good overview for a beginner to the world of accounting and bookkeeping, or refresher for both. Good explanation of financial statements and key terms and in-depth review of ledger and trial balance terms

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daniel.contreras

Similar to David's other courses, instruction was clear and concise. Not only will this help build a solid budget, but a few neat shortcuts and formulas are presented as well.

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eugene.rura

if you ever have to explain basic accounting concepts to someone, this is an excellent example on how to do it - introduction of accounting to novices done perfectly - very clearly, methodically and encouragingly.

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richard.dodson

The session flowed quickly, and smoothly. The supporting documentation is a keeper.

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rmcmullin

A video presentation would have been helpful to augment the paper.

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michelle.leu

Some good common sense ideas in this course, but it is primarily targeted for those with the authority to make a permanent change in not only month-end processes but also in the company's holistic approach to the accounting close

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craig.campbell

This course was well developed and well presented. Good coverage of the subject.

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claudia_jones

High level overview which is good, but I would appreciate accounting courses that were more detail. Illumeo appears to be lacking in government accounting courses.

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darren.leiman

Love this course! The two instructors gave a solid overview on how to act and become an executive with plenty of easy action items. The video and instructors were very engaging and I was happy to watch the video the whole time. Highly recommend!

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mary.oconnor

For ANYONE in an office environment, some very good topics are covered. The slides were presented well and were easy to follow

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christina.woodward

Thank you, this course was great. I felt like it covered everything necessary and provided me with the tools to pass the exam at the end. Overall I would recommend this to a colleague.

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tasha.bury

Very engaging speaker. He used inflection during the course and emphasized areas as he spoke. The topic kept me entertained, focus and excited to learn more.

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laura.mensel

This is essential, especially now in the COVID world.

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robert.godfrey

It was great to review and/or learn anew these important topics.

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sandra.quan

I felt this course had logical content. A little too conversational for my tastes, but I recognize that many learn well in this format

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kevin.mccabe

Excellent text - well organized and easy to follow.

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chendiliang

Good accounting class that serves as a refresher for accounting basics.

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luke.olson

Excellent advice and insights. I highly recommend for any finance/accounting leader.

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mwalling@google.com

Good range of important topics however not all of them seemed directly related. Overall the information is interesting but could be broken into smaller more digestible courses vs a large one.

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samuel.woldeghiorgis

Exam questions too many! they should be broken to three or four parts!

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brenda.boydston

I dislike the questions about the different versions of Excel. I don't think this is relevant to the learning objective.

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whitney.purinton

Excellent class with important information on knowing your audience. Class includes helpful tips when working with those in higher positions.

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kimberly.sykes

The course went beyond the subject of delegating skills for managers.

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chukwudinka.mason

I like the fact that all the materials were relevant to the topic.

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kfried

Other illumeo presenters should take this course! Awesome!

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lisa.bellucci

I liked how clear the examples were and how it was relatable to my work environtment.

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ahmed_.hagrass

Good with quick review of the basics which has a good refresh to the Cash flows statements

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eric.john

Very basic payroll accounting course suitable for non-accountants or very entry level accountants. If you know how expenses, and payables work and understand basics of period end accruals, you won't get much out of this.

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bryan.bostrom

This was a great course, full of applicable tips and shortcuts!

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pwalker

Wonderfully concise and well explained. Very easy to follow.

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rene.anglo

I liked the comparison and contrast between traits and skills and how some qualities may overlap.

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brenda_.taghizadeh

Good course, I would recommend it, simple terms and well explained. Thank you

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tristen.kangas

Very intuitive and easy to understand. Slides were well laid out and instructor was very clear

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sylvia.ravelli

Instructor uses great examples and makes concepts very easy to understand.

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allison.justice

great course content, lots of information that needs to be considered, insightful and well presented.

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jaclyn.johnson

This is a great course for understanding the various components of the Balance Sheet!

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kimberly.davis_anderson

Interesting overview of government budgeting & planning.

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lynda.fuentes

This course is a comprehensive look at multi-state taxation which can be a very complicated subject. The examples provided were great. As always, the instructor is clear and knowledgeable on the topic.

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rob.foy

This was a good course, I was not overly familiar with the new recognition and this provided a good overview.

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will.nystrom

Good review of Colorado CPA requirements as it relates to being a practicing CPA in Colorado. As well as a good overall review of what you need to keep your license active.

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cindy.wells

Explanation/presentation was very conversational and provided a lot of insight based on real experience with the legislation.

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mario.lam

This is a great course. I recently start doing budget forecast for my company. I can see a lot of the similarity between this course and actual real life work. This course definitely help me to improve my understanding and the concept behind my work. I also like the few tricks that Blair shares at the end of the course.

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jessica.wood

Good layout to introduce the concept, but would prefer more examples and visuals.

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jmunson

Great summary and support detail. Appreciated the quiz questions and various notes in preparation for the final exam at the end.

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erika.iben

Wonderful overview of COSO including all relevant changes in the 2013 version

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josefina.castillo

This is a great course for someone trying to improve their budget process.

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sheila.mehta

Did not like the slides the font was too big and did not flow. Material was ok.

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ben.stewart

Very useful for anyone who is considering implementing a workflow system.

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krystal.garner

Ms Lambert is always a treat to listen to and explains everything is ways that makes sense. She really knows her stuff and it shows.

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robert.cheseman

Great insight into making presentations more palatable and succinct. Really shakes up the standard presentation formats.

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jburke

This was both relatable and informative. Definitely worth the time.

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stacy.lett

Excellent re-fresher course. Highly recommended for managers and payroll professionals.

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kimberly.barnhart

Overall the course was very informative. I was distracted in the later sections by the microphone bumping.

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sheryl.powell

This course provides an excellent overview of the circumstances that lead to employee over payments as well as important information regarding deducting repayments.

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david_.ord

Enjoyed the take away for me of the importance of a leader looking ahead to the future instead of focusing on what happened in the past.

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jennie.harris

Very clear, but basic overview. Hots on all the major topics needed to begin accounting for simple transactions.

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regina.stewart

This was an excellent presentation of tools that are key to efficient payroll analysis. The student should invest personal time practicing the applications but the material could not have been presented better. The overview followed by the actual application in the worksheet was extremely helpful in following along. All excel courses should be taught this way. Slides were well formatted and are usable for future reference.

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liam.keegan

Great review of Compilation and Preparation Standards. Highly recommend if looking to refresh your knowledge.

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laura.reames

Clear and well thought out presentation. Thank you.

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john_p.stephens

This course was a good overview of recent changes and may lead you to take other more detailed courses that deal with one of the topics presented here.

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tarah.mcelroy

Great job! I enjoyed the course and learning different techniques when listening.

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agoindoo

Excellent content. I would encourage the instructor to speak less monotone for a 5 star rating.

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tana.gardner_zaffino

Great course with relevant and applicable information for small and mid-size companies. Very knowledgeable and practical instructor.

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cindymli@google.com

informative and detailed. this is very relevant to my job and a good reminder on the technical side of things.

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aissaian

The course was great introductory course to ASC 820, the instructor was very effective.

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ddaniel

This course is a comprehensive overview of the guidance with helpful slides and examples.

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karen.murphy

Good coverage of material but some of the slides were not detailed enough to follow along

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allen.ramsay

This is a good overview and self-check but I thought it could be more concise.

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jackson_pruitt

Course provided a very thorough and easy to follow overview of basic accounting principles and concepts.

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noelani.akana

The instructor made this course fun. He enthusiastically repeated items of importance. I found his style easy to follow, understand, and retain.

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steven.srisamai

Overall, this course was very thorough and easy to follow. I would suggest breaking the material up into different courses as the cumulative exam was quite lengthy.

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robert.fink

I found the 1030 exchange class to be insightful and helpful as a good refresher class. I hope that this gets a second follow up

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jbeckman

This course helped me strengthen my understanding of IA fundamentals.

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eva_.rego

sheet tabs on the worksheet called breaking down complicated formulas did not follow the presentation slides

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arleen.kearns

It would be helpful to show slides when the instructor is giving an example. It is a bit challenging trying to follow when there is no visual.

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rosanne.scriffignano

Very helpful review of SEC compliance and reporting. The instructor did a great job of making this topic interesting!

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yash.dalmia

The instructor provides good overview of the information.

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paula.shaver

instructor made this fun and was very informative.

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bryan.hoffman

I enjoyed the format of the class. Would have liked to see more references to the actual rules of professional conduct

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schreinermatt

Great course to obtain a base understanding of the statement of cashflow.

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carrie.england

Peaked my interest and will now look to delve further into ethics law. Interesting case study of IWK.

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marisol.diaz

The material was well organized and easy to understand. this is a great way of completing credits needed for CPE.

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matthew.hafer

Interesting tips but unrelated in application of what they do.

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tina.foy

Love the manner in which the information is organized. One can refer back to this time and time again to keep it front of mind to increase effectiveness

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joannie.celeste

I like the topic Corporate Ethics because it is relevant and current in my working environment. I learned that I should be more involved in my workplace because silence is not acceptable for unethical behavior. Thank you I learned a lot on this course.

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francesca.bauman_1

This was a great course, very informative and presented nicely. I've learned a great deal and look forward to taking more courses with Lynn.

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shuting.he

I thought Ms.Shirley was not so exciting to tell us why is so important to learn payroll accounting well, I encouraged her to be louder in the course. I thought the test in the last session is not so relevant to payroll accounting, and I still do not what is the different between wage and salary?FICA and someother similar concepts, so next time pls tell us more knowledges about payroll accounting.Thanks for Ms. Shirley's great work.

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brent.trask

It was a very factual course and presented straight forward.

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minakshi.gopalakrishnan

I like the material a lot. It gives a brief summary of SOX and its significance in a very concise manner. This is very brief introduction to anyone who wants the first level information on SOX compliance before going into a indepth understanding.

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patrick.gowaty

Great Course I think we need more documentation.

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heath.white

CISA and CPA's would both benefit. I learned a lot about ERM and why it is very important for an organization.

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jessica.duke

Very good class, engaging and informative. I really enjoyed this class.

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lisa.nagem

I'm just learning accounting so still trying to learn the debits and credits.

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lisa.buchanan

The material was delivered in a clear manner and the slides were very informative.

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hannah.quick

Organized and well discussed topics, easy to follow and understand.

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dung.luong

I like the examples given in this course, which are detailed, and very realistic.

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sean.kennedy

I thought the questions were less aligned to the information in the slide deck as they have been in other courses.

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dora.chang

There were a lot of great tools on making your LinkedIn more effective.

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thanh.truong

This course provides a detailed materials on preventing and detecting fraud.

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betty.parks

The answer spreadsheets were very helpful as a reference.

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stayce.robinson

Great review for a non IT professional - especially payroll professionals. Great high level view.

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mubing_.liu

The course is easy to understand. Especially, the examples with the journal entries help a lot.

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constance.hair

I wish the examples on the slides were a little more clear.

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abilloo

Very well spoken and concise summary of the major updates

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molly.burgess

The content in this course is great! It has helped me personally in so many ways. Thank you for sharing!

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jonathan_.espinosa

Some the text on the slides cannot be easily read. The slide with the roadway.

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kyle.hilliard

Most engaging course I've taken on this site. Instructor does very well holding your attention and keeping it interesting.

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katy.pieper

This course was difficult to follow for those without a background in data analytics. It would be nice to be able to watch the instructor perform the tasks.

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michaelmanga

I really enjoyed the ease of use of the course. It was also a great refreshers of all too commonly overlooked fundamentals.

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janinek

Good overview of financial forecasting methods. Would recommend for beginners.

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camposbr

This course was extremely helpful in solidifying accounting basics. The video slideshow was easy to follow along and left me with no questions at the end.

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kendra.willson

Course met all expectations and was easy to follow

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emily.peter

It would be helpful to have screenshots or a video of the instructor working through the exercise.

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rachelchhauer

The course was easy to understand and follow along with. I appreciated the organization and the logical process that the instructor took to work through each part of the accounting cycle.

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rhenneberg

Sussman is excellent. He was one of my MBA professors so I was excited to see him on this platform. If he's teaching a class, you want to take it.

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jcadena

This course provided a good overview of financial statements.

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quintonwolf97

This course did a good job of reviewing the fundamentals of Accounting.

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charles.elwis

After having been away from auditing for many years, this was an excellent refresher course.

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tara.landau

I thought the wording used on the exam questions was somewhat unclear.

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aaron.jezik

The information was delivered in a clear and concise manner.

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vince.torchia

The course makes it seem like these changes would be simple when in reality this is a very high level overview.

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austin.earhart

Good class, helps you understand difficult concepts in a short and effective way that would help anyone in their accounting journey

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kelly.eyster

This course is a great introduction for Macro novices like myself. Notes from this course will serve as valuable reference material as I move on to more Macro classes.

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brian.coughlin

Very insightful. I'll keep an eye out for her other content.

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shaila.shankar

This course was outstanding in helping boost my efficiency and knowledge of excel functionality.

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justinesoares

Course was very helpful. Quiz questions were not as aligned to Payroll accounting as they could have been.

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andrea.lyons

This is a great course, even if you are not a new manager!

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jfilbert

Great refresh on statements of cash flows. Good to review for the differences between direct and indirect methods if you are used to use one more consistently.

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blaine.wright

One of the review questions says that repurchase rights for service providers apply only to unvested shares. What is it called when the company has the right to repurchase all the shares (whether vested or unvested)? that sounds like a repurchase right as well.

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ldendrinos

I highly recommend this course to anyone working in accounting. The class material is filled with lots of examples. Great class.

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shane.strong

Case studies are very helpful for practical application of the standard.

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rachael_meachum

I really enjoyed this class. I used pivot tables everyday but he still showed me several tips and tricks that I hadn't used before. I really appreciated that he took the time to show how to perform the task multiple ways and even showed common mistakes and how to correct them. Definitely recommend this class!

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christine_hennig

Very helpful look into reviewing and analyzing financial statements and not just preparing them.

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cory.mcclain_1

This course provided a helpful overview of the importance of internal controls. It also provided reminders of how vital 'hotlines' are in detecting fraud.

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kim.weaver

While I appreciated the course content, the course itself was slow paced. I would prefer faster pace.

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ramiro.campins

Great review of preparing indirect cash flow statement.

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ruby.aponte

This course was very informative and relevant - the documentation will be helpful to use with my team

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mbrennan

This course was a very good 'basics' to accounting course.

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duy.nguyen

This was well detailed while providing very efficient timely lessons of the general topic.

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drh105

Very nice - I like the course and the image of the flat file...as it is probably similar to what a lot of people are seeing.

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jeremy.sallie

What you would expect for a foundation level course. The questions proved to be a nice refresher.

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quinn.bonta

Great test for practicing payroll accounting principles.

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andrew.theis

Included much relevant material for building a strong Internal Audit function.

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soroho

Overall the course was good, but do not agree with the comment regarding the government contracting industry and it not following GAAP. I don't believe that to be true (more than a decade with government contractors) and a bit misleading.

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karmenko

it was a good pace and got me to think about things I hadn't considered before like how 90% of my time should be spent on communicating and how to tailor my communications to different levels

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kim.loanzon

I felt like the final exam was too easy and the wrong answers were very obvious. Though it was good for me/my CPE credits, I don't think its an effective way to evaluate whether or not I understood the materials.

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hkovel

although some of the advice might seem too obvious, overall it's a great overview of best practices on how to prepare for the interview

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sbreseman

Great refresher on basic accounting topics. The materials were easy to follow, and navigate.

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ahollenkamp

The course was very interesting! Lynn did a great job explaining forensic accounting!

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craig.scanlon

Much prefer video presentations. Case facts are much more obvious than typical fraud cases. CPA should never practice again demonstrating no knowledge and/or interest in identifying basis of fair financial presentation or uncovering significant issues with client financials.

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thomas.hayes

Well-organized. Very helpful for anyone teaching financial accounting.

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mcarlson

Voice of presenter very mundane. Otherwise very informative.

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marmstrong

Great material, effectively presented and well organized.

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kirit.kapadia

Good insight in personalities and leadership. Excellent explanations of human behavior

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yuxin.cai

The lecturer gives a very clear lecture. Very well organized material presented. Great exercises to understand ethics.

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niketa.patel

Very informative class on accounts payable and what they exactly do!!

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sareesha.maheshwari

Great overview and detailed account of the information.

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renee.brizz

I like how the visuals were done - not just reading but more interactive.

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helen_1

The lectures are so much direct that anyone even not in accounting area can easily understand. So informative that you can use if you are about to start your own business. You can easily follow the instructions . I will highly recommend this course. You will learn in every minutes spend .

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meclaps

This course was very useful to review accounting principles. Any employee entering the finance/accounting field would find this survey useful to brush up on previous lessons.

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cheyannert

The professor was very detailed and clear in his explanations of the concepts

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jenna.mccabe

I liked how the videos were broken up and none were over fifteen minutes. It made it easy to complete. Very clear explanations.

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perry.gotzian

Professor was very thorough and easy to understand.

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michael.ware

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor

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iva.malcheva

Brilliant course and tutor. Would like some more classes with him

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vanessa_.almeida

Good interview tips. Great way to refresh on interview pointers.

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susan.vogler-wesp

Not terribly relevant now that Excel 2016 is available.

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tao.yang

The course is full of useful and practical information. I felt that I learned a lot from it.

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mondania.drummond

Too simple. I learned this as a sophomore in college - not necessary once you are a CPA.

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kristen.dodge

I'm a CPA but took this course to evaluate it for new staff coming into our organization who don't have an accounting degree (e.g. finance, economics, etc.). It's a great overview of the basics and refresher for those who may have had a few classes in college but haven't used the knowledge in awhile. The instructor is very engaging and clearly passionate about the subject.

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lisa.burke

Helpful intro - hard time hearing the audio at times.

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bradley.kelly

satisfied with course, met objectives in a timely manner. do not like that you have to write a review on the course with a minimum # of characters before you can claim your score and certificate

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angan

This is an excellent starter course to get anyone who is interested in the new revenue recognition standards, ASC 606, familiar with the new requirements. It breaks down the 5 step model and explains what is required for each step.

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lkeppler

Good course for basic accounting 101, especially if you like T-accounts

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cgallion

As an auditor this is a good over view, and easy to follow of the overall financial statement process we go through in order to issue a set of financials.

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tbielas

I love how you used very clear and specific examples! Thank you Leslie!

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charles.tuggle

The text in the spreadsheet was too small to follow the instructor on a 17 inch monitor

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bell3179

Simply the best instructor I have found on Illumeo. Extremely thorough, technical and practical.

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jennifer.ramsey

Great overall review! very clear and concise. highly recommend to a new person or to someone who has been away from accounting for a while.

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frances.rosa_rodriguez

A right to the point course with good examples and explanations. Everything is explained in the pdf material also. He talks fast but clear.

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tiffany.dixon

Harder to understand than i thought with my pivot experience.

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xiaohui.yang_1

Interesting real life cases.

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leanne.maloney

Instructor is very animated - good basic overview/refresher.

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tony.ramey

Short albeit good review of T&E expenses.

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mike.fullmer

Great course in understanding the IT and Finance relationship.

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jessica.poppe_1

interesting ideas

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abubacker.syed_abdul

Some more error rectification technique may be included in this course.

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rcovert

Helped with excel skills

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mho

Great course! I really enjoyed it.

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tatiana.meshkova

ok

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grimaldi

2

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brian.gayle

helpful

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ana.walters

I really appreciate the examples, thanks!

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scott.schmeiser

.

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han.lee

Good

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sivavn6

Excellent, great summary

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tim.jones

intesting

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james.landrum

Very useful.

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gentry.jones

I liked that he gave specific rules and guidelines to making a PowerPoint. I think there is more I could learn in this department. The best tool I will take away from this webinar is the 8H Rule.

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rachel.jurgens2

Good overview.

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todd.stanley

good review material

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angela.cavin

Great class will implement the information on subtotal tomorrow will look for more of these

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april.jenkins

interesting info

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julie.berkhouse

Interesting and a good introduction

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brittany.coatney

This course covered some seemingly basic concepts that are huge time savers if you are unaware of them.

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daniel.paldino

Good course!

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jeffreyroberthales

Bud is simply an excellent teacher. Terrific content and he leads with a passion for what he is teaching.

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paul.bianco

Informative class.

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swong

The course is so easy to understand.

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hossam_elsherief

Excellent course

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cyril_.erugo

Very informative. A must have tool for a manager.

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daniel.miller_2

Enjoyed it.

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lmarteney04

Good details

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john.molner

Barry needs more energy. What he says is really interesting. But his monotone presentation even had him yawning (I actually heard him yawn twice). The exam (CPE for me) was unpleasant as well. Maybe that was the intent.

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nicole.gomez

This course helped me to understand how to post journal entries properly

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katherine.rivette

Good material, boring delivery. It was hard not to fall asleep.

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diane.marie.olsen

I really enjoyed this course and learned a lot of new Excel tips! The excel worksheets were good to do along with the video. The quiz and final exam were not really related to the course material, but the questions weren't that difficult if you know how Excel works. I really enjoyed this course, and I have already implemented these tips into my daily work.

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matt.rank

excellent refresher

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joe.lavin

Excellent instruction and course. Very articulate, avoids technical language, good foundation.

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james.lackmann

Excellent Course!!

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patrick_mcwilliams

Good instructor and good content

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kerry.schanno

Great material. Too fast to follow at times.

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waelghaith

A very informative course, full of useful examples, very well presented, and make a complicated topic quite easy. Thank you.

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patrick.brown_1

The course was excellent. It met my expectations.

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darin.sobool

This course was a great review as I haven't worked with these statements in a while

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