Course Details
Course

Statement of Cash Flows Fundamentals 1 CPE


Course Duration: 1 Hours
Course Rating:
Course Enrollments: 10767 Enrolled
Mode of Delivery: on_demand
Course Level: Basic
Study Area: Accounting

The statement of cash flows is described in this course, and a technique for preparation is presented by working through examples. You will see how changes in assets, liabilities, and equity affects the Statement of Cash Flows, along with sale of equipment.

Prerequisites

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Learning Objective
  • Discover the purpose and layout of the Statement of Cash Flows
  • Recognize how a worksheet should be used as an aid in preparing the Statement of Cash Flows
  • Recognize how changes in assets, liabilities, equity affects the Statement of Cash Flows
  • Recognize how the sale of equipment affects the Statement of Cash Flows
  • Discover how to prepare a Statement of Cash Flows

Last updated/reviewed: March 13, 2024

(654) Reviews

(468 rating)
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anthony.darakjy

Good course and review. A lot of information but good "broad" overview of materials.

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mark.quinn

Course instructor provided detailed information about the No PO No Pay policy. It was a good reminder if the process and the benefits derived from it.

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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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sabrina.kloehn

A more engaging way to meet the ethics requirement though this course includes instructors perspectives and opinions which I am not accustomed to seeing in CPE.

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dane.fuhrman

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

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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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reedge

I haven't worked for a public company so this was a helpful review.

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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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zachary.lockhart

Quality course from a quality instructor. Coverage was brief but satisfactory.

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devery.adair

This instructor gave an easy to follow overview of FBAR Issues. We must take into account that 2024 may have some differences such as maximum penalty. But this was a clear and concise presentation of the nuances regarding FBAR and Form 8938 Filings.

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michelle.newman-lomasky

Interesting material and easy to understand. Great slides and information!

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xinlu.wen

The examples would be better if written out. It is hard to catch by just listening.

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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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sheryl.baker

This course reminds us all that we need to keep our tone and content in mind when writing email. It was quick and easy to understand.

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inna.shmukler

Informative course, very well organized and presented.

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abdulla.alkhateri

Comprehensive and insightful, covers key IIA standards effectively.

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renee.neyman

Great text-based course. If you are looking for AI content relevant to finance and accounting, this is a good pick.

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ajimenez_1

Great presentation to understand the importance of HR within the budgeting and planning process of a Company.

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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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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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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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katherine.oster

I enjoyed the course and I found it very informative.

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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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james.chuang

Good overview of SOX 302, including the history, the requirements, explanations of the key components, and relation to SOX 404.

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stephanie.forren

This course isn't exactly what I thought it would be but it is very informative & eye opening. I have taken several courses offered by Ms. Louis and she is a great instructor.

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andy.williams

Great review of budgeting topics with some new information I hadn't heard of. Will refer to this content again.

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stephen.bellanca

great overview of the control environment, types and pros/cons

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sarah.berkel

Illumeo deletes reviews that contain negative feedback, so I've learned not to provide real feedback. However, this is necessary to retain access to the course, so all courses will be rated average going forward.

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renae.pryjmak

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

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mariana.estrada

very good introduction to power query. have not used this function in excel and found it very interesting

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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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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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monica.mougeot

Very helpful course as I WAS a former bullet queen.

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michael.criscione

Comprehensive guide with clear and valuable insights!

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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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tracey.scharmann

Important topics that can help managers manage and not get stuck in the weeds.

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monte.smith

Exactly as advertised, an introduction to NFP accouinting. As a new board member of an NFP, I found this very helpful. Thank you.

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anna.lyagacheva

I was interested in internal controls and this course gave me the information regarding them that i was seeking, so i liked it a lot

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joey.fung

The course content was interesting and a good refresher on professional skepticism. The instructor walked through the materials thoroughly with good examples.

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scott.perkins

Good, straightforward information. Easy to understand and put into action.

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premugh_bose.evans_dicruz

This is an excellent course that explains the principles of financial statement presentation and the various accounting standards related to the subject.

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jeff.klein

Good discussion but I don't think the answer for the first review question is correct.

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maya.walker

This was a great short course on 350-40. I would love to course that compared and contrasted the accounting rules for 730-10, 985-20 and 350-40.

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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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andrea.wagoner

Informative course to make sure leaders are modeling ethical behavior with their teams.

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liam.gordon

Gives a more rigorous grounding to the ideas of different generational cohorts. Helpful for understanding workplace dynamics.

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jesus.pineda

Good read and refresher on business banking terms.

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bernadette.thompson

This gave me a new way of looking at the creation of the statement of cashflows

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caleb.lavis

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jacinth.vidinha

Well written and presented. Couldn't find the answer key for the mini-quizzes though.

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terriftaylor

Great information about useful tools. Didn't know there were so many plugins available

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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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heidi.scott

Good overview of Goodwill and explanation of Goodwill impairment testing. Instructor was very knowledgeable about the topic and test was easy to understand.

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john.jefferson

Excellent coverage of the issues, while keeping it simple.

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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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rouba.kronfol

Very helpful, I had forgotten a few of the features.

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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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ashton.williams

Two great formulas that I use all the time! If an accountant does not know these formulas, this is a great webinar.

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mark.mccaghren

Good overview of the COSO framework, internal controls, and segration of duties.

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ariella.gugenheim

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

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marilia.garner

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

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showalcd

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

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jdefelice

Good course, well explained. The final exam is almost all problems, so leave yourself enough time (since Illumeo doesn't let you save and come back, as it should . . . )

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seth.deyo

I believe that there is some audio repetition about half way through. Great course, might just want to take a look at that.

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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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jason.mack

Provides a solid intro course for learning about the basics of cyber security, including defining the function of a Cyber Program and critical cyber roles in an organization. Also provides a decent overview on controls and common threat vectors.

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susan.mckee

Great tools for to use for a bookkeeper. Overall good course.

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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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parker.forge

Great course on thinking about Behavioral Finance. Tons of information in the text document and very well summarized in the slides. I will reference these docs for a long time.

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avraham.mafouda

Clear, concise, and practical. Perfect for beginners!

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muhammad.baig

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

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matthew.delaney

I will comment on one aspect of the course in particular. The presenter recommended criminal background checks as a method to prevent fraud. He fails to address the issue that biases in the criminal justice system against racial minorities result in such checks having a disparate impact on those same minorities. He also does not address the fact that such checks will turn up information that is prejudicial but of questionable relevance for preventing fraud (for example, minor drug convictions or other minor violations of the law), which in turn will make it difficult for people with those convictions to move on from their pasts. Other than that, the course was good.

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melissa.embry

very good course, good presentation and pertinent information

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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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kristine.clevenger

I really enjoyed this webinar. It gave me a lot to think about with my own management style.

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jeffrey.torrence

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

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nicholas.moeder

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

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nigel.fenty

This course had very good examples and case studies. Overall good overview and thought provoking.

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tflake

The course author used creative approach to teach the strenghts and weaknesses of the two excel tools.

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alex.gventsadze

As others have pointed out, this course would have benefited from being a bit longer or having a Part 2 that goes through a few practical examples.

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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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cherebramer

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

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sergio.perez

Excellent starter course and taught effectively. Cant wait for the other related courses.

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doshan.coilton

Fantastic and easy to understand review of consolidation foreign subs.

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michael.klobas_1

Good basic review of the SCF. The examples were clear and easy to follow.

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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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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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craig.farabaugh

Good overview of the subject material. Covered all the major points.

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shun.ye

excellent course with clear instructions on the topic of segregation of duties in key business processes.

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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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david.martinson

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

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kim.johnson

Well thought-out content and presentation. Periodic mis-spell and various fonts made it seem less professional and the course was prepared on the fly with heavy Covid-19/Zoom fatigue :)

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sean.flynn

good course on financial statement analysis and will help most practitioners

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julie.varoz

Great overview for end of year, helpful for preparation and review of statements

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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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judy.silverman

Excellent refresher course and reference for future use. Instructor and materials are also excellent.

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louise.aldridge

Vicky is very knowledge. This course is a good introduction to payroll

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alexandermac@google.com

This was an awesome course - most interesting CPE course I've taken in while. PDF File is awesome as well, real world practicality here.

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david.sovanski

This was a good discussion on the audit process and how it works. Explains the process that goes into the auditing of financial statements.

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ryan.vandermus

Good course, but dry at times. I'd recommend to someone who wants to take a really deep dive into LinkedIn's functionality.

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chad.bailey

Materials need some improvement. They are just bullet points without any context. That's good for normal presentations, but won't be useful if trying to use as a guide later on when the information is not fresh in our minds.

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greg.hall

Solid course for understanding frameworks for ethical decision making. Useful for all types of businesses.

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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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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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linda.jacobs

Presenter is easy to listen to but, the course needs real world examples - not just reading tax brackets.

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sherry.gong

What I appreciated: The recap at the end is helpful to reinforce the most important concepts. The quizes are a nice touch because it tests your knowledge while you're watching the course. Areas of improvement: There is a lot of content in this short course, and it would be overwhelming for someone who has no experience in accounting. Additionally, I think it's much more helpful to learners to teach that Assets = Liabilities + Equity rather than Assets - Liabilities = Equity, so it reinforces the idea that Liabilities & Equity should have a credit balances. When going over the example for Lesson 2: Posting Entries (continued), it would be helpful to list the numbers we know before showing the correct entry.

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jeremy.killmer

This was a great overview/introduction to Power Query. Users with no exposure to the process will not be overwhelmed. Good supporting materials, but it would be nice to have access to the source files to make the practice more realistic. Overall highly recommended, especially to beginners.

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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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bberkowitz

Excellent material with helpful examples and great instructors

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ravi.madappattu

Great course covering many important concepts and history behind evolution of current accounting standards

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sriram.chenjeri

Good overview of 2023 fraud trends and beyond, how account takeover happens, including the detection and prevention strategies for account takeover.

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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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michele.boudreau

Excellent course. Valuable information. Just the right speed. However, section 10 regarding overpayments could have been better. It was a little hard to follow.

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jordan.chitwood

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

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jennifer.spidle

Well taught. Instructor is excited and engaging. Thank you for the course.

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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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brad.dauplaise

Lengthy course that requires reviewing state statutes. Good ethics course that is relevant.

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joseph.bizzell

This course was broad in scope, with very little connection from one topic to the next. In addition, while the instructor was knowledgeable, he didn't attempt to make much connection between the course and the topics usefulness to his intended audience.

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sherry.johnson

This is a very good broad ranged discussion of the accounts payable vendor master processes and what should be considered.

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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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tsimkiss

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

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joseph.mccann_2

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

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michael.fairchild

Slides should be prepared in advance, no slide materials to retain and or review, and the exam questions were very poorly worded relative to answer choices.

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cedric.thomas

Great pointers! This class is definitely beneficial. Would take again.

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dan.poaletti

Great lesson on a bunch of random tax strategies - some more well known and others much more detail specific. Very good, in-depth look at rental properties and personal residences in many possible forms. As for the exam, the home exclusion question's answer is incorrect. Technically the rule is 2 out of 5 years before the sale, so even if the property is rented out through 2022, that means that 2018-2019 it was personal use and then 2020-2022 was rented.

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angela.schultz

Having 3 different people jumping back and forth caused a lot of confusion and the material seemed to have gaps. Specifically betwen slide 22 & 23. At the beginning of slide 23 she says thank you for all of that insight....what insight? I didn't hear any insight from slide 22 as it seemed they skipped over half of that slide. The presentation was very choppy. I ended up stopping the presentation and just thumbing through the slides to get a passing exam. There are other really great courses on AI within Illumeo to explore

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debbie.banks

Good overview of a complicated topic. Most importantly helps you understand what to look for and where to look when an employee works in more than one state.

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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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sarah.anchecta

Well explained and detailed content! I would recommend the course.

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amanda.schubert

The course material offered a simplified approach to understanding the basics of Cash flow statement.

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jesus.gonzalez_1

Good course on managing cash flow principles and related issues

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anamika.chauhan

it was a really good course as instructor had everything laid out in detailed slides and was very well explanated with examples.

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illumeo371.pascarella

Really great class for beginners and advanced users. Really enjoy David's excel classes. They are easy to follow and love the examples he uses throughout the course.

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jessica.beck

The instructor spoke a little slow for my taste. I had to speed up the video to help me follow along. Good course, though.

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sandi.mcdonald

Too much repetition and not enough instruction on how outlook works.

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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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kelly.trimper

Great course! Well thought out materials and excellent examples within.

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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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yongsook.prince

Well structured overview of the course by instructor

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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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jian.li

userful and practical information. would recommend

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michael.marquette

Do not overlook this class! Surprisingly informative and useful. Moves beyond just "knowing your audience" to engaging at all levels. Simplifies what and how to report....check that...to discuss.

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elaine.brooks

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

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marsy.bassari

It was very hard to learn. It was like reading the ASC 718. I was hoping to get some examples or some other way of teaching.

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shannon.esenwein

Nice overview of closing the financial books for a business.

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homer.hernandez

Learning which version has certain features is not useful.

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jgudiel

This is a great topic and the speaker had a great background. I liked that he shared his personal experience with the SEC and it was important to go through all filings in plain english. This is Illumeo's best CPE yet.

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elexis.taylor

Great introduction and clearly defines the various non profits and purposes.

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bette.shepherd

Good discussion of potential pitfalls to watch out for when working with NFP

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warren.parker

Course is both entertaining and informative. Sanders' example organization for his sample 990 is humorous and enjoyable.

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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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stephen.gonzales

Nice review of the key principles of ASC 606 and 842

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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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naatalie.hudson

Great refresher on the Statement of Cash Flows and its purposes internally and externally.

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michelle.salas_1

This course was a good overview and refresher of preparation and presentation of finanicial statements

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tom.grimmig

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

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alyssa.wright

I would have liked to see more examples for this presentation, it felt like this was largely just a read directly from the slides.

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murch.ewings

I like the overarching subject matter of the course and especially the sections on SWOT

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angela.storozuk_1

Very thorough and good to see the auditor's perspective.

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abraham.minto

Patricia's course on Ethics for CPAs in Business was well prepared and very relevant

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raymond.woo

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

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dantobin

Course provided good real life examples of transactions that impact the statement of cash flows. The illustrative examples were helpful in understanding the topics.

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sheryl.perry

been using pivot tables for years and still learned something new

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david.edwards

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

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ann.donovan

Lenny Wu's material and practice data is a step above most online courses

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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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xin.hu

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

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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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ryan.o'donnell

Very informative course, would recommend to all states, not just Iowa.

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jason.austin

The course was very informative and provide lots of short cuts.

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laura.munson

David's courses are always great. Learned a great trick for getting the month number.

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kando.ohazurume

Professor Wu - This is second course of yours that I am taking and I am amazed of the various tricks and tips you have illustrated on sumifs and pivot tables. And yet, I am considered to be a pivot table expert! Thank you, I will continue to practise and use them for better outcomes.

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howell.gwin_iii

Great review of cash flows. The presenter does a great job of explaining, in an intuitive and common sense manner, the "Whys" of the trickiest financial statement.

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brian.meister

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

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helen.ellis

I found this course to be extremely informative. The instructor shared a lot of valuable information about banking basics. I enjoyed the course thoroughly and would highly recommend it to others.

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eric.wolniak

Nice course on Understanding Performance-Based Equity Awards. Would recommend.

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hermelinda.ramirez

Good overview of fraud with examples, as well as guidance on how to perform a fraud risk assessment for an organization.

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angela.baez

Material not specific enough in terms of definitions and concepts.

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summer.shan.lu@gmail.com

Good study material. But some questions tested are not included in the pdf.

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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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phichaya.pinyo

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

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lsloane

As professional finance and strategy, I have had the opportunity to deal with FCPA Compliance issues in over 30 countries. The course is good in covering the compliance every company must address daily.

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lori.hinesley

I enjoyed this course as a refresher of how and why to maintain professional skepticism. The real world examples are always interesting.

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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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dhaval.doshi

good overview of budgeting process, looking forward to detailed course on operating budget.

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lisa.albertson

The slides are not consistent with the questions. The details in the slides were missing to answer the questions. Using the internet didn't even produce the answers that were on the exam, some of the answers were even incorrect according to the IRS website. Example... Where you had 15.5% ABC, the IRS has 16.0%

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kristine.mendoza

Concise content and very helpful considering the global business environment and impact of digitalization driving the increase in fraud incidents.

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susan.nielsen

Another excellent review by this instructor. Very through and helpful.

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mahdi.abu-abed

Tthe course requirements have been achieved. What I like the most about the instructore is his course covers both theory and practical questions.

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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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andrew.delorme

This is a course that provides helpful knowledge for big data analytics and its potential uses in the business and accounting worlds.

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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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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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aciagne

Material and review/exam content was not crisp and clear. Review question & answers were not accurate. Exam questions and answers were confusing and subjective.

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jessica.m.lima

I feel that much closer to becoming a Cash Flow Statement (CFS) Expert. This instructor did an excellent job of making the CFS understandable, so much so, that I could teach this concept now. Thank you.

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tyson.davenport

This course gave me a new perspective on what the important parts of my one on ones with my boss should be.

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charles.weeks

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

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michael.kearley

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

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brandyn.crockett

I would recommend this course to any CPA working on their CPE credits.

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kevin.murphy

The material was presented in a clear and understandable manner.

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matilda.fahnbulleh

This course was a bit difficult due to lack of previous knowledge and reading through the course materials instead of instructed lead. Overall, the course was very educational.

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dominic.villanueva

Very simple and effective. Learned so much that I took for granted. Your approach in using simple examples to focus on the feature and function is very practical.

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juan.herrera

very dull energy made me want to go to sleep. Not like other courses or instructors.

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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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b.stypul

very relevant topics to a critical aspect of every working day.

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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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richard.waid

Excellent discussion and presentation of ethics for organizations!

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robby.ensor

This course was a great refresher on accounting fundamentals.

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pingyang

informational training on construction accounting and ASC 606

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lilavery

good overview of the accounting close process for new accountants

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ed.defuria

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

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surovyzj

this course directly helped me in my own working capital analysis project for my company, and confirmed a lot of aspects of working capital I was already familiar with to confirm my analysis was on the right path.

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emilie.mccutcheon

Helpful information about automating reports in Excel. Recommend.

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kim.goodwin

Very insightful and interesting course. An important topic which organizations should make a priority and provide regular training.

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darla.love

The quiz had typos and was very confusing. It would be helpful proofread and make sure the question makes since.

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shelby.raye

Culture is so very important in an organization yet can often be overlooked. Working for a small company where HR duties also fall on the accounting and finance department I found this helpful for things to keep in mind.

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christopher.divincenzo

Excel review on formulas, etc. Introduction to the necessary formulas for budgeting, etc.

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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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valerie.wunderlich

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

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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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lloyd.hughes

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

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kevin.winschel

Good presenter! Provided beneficial summary of common/preferred stock basics.

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jyang

The course covered everything, although the instructor was reading the slides all the time. Would prefer to have more real life examples to demonstrate the issues and make the course more interesting.

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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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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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zen.nakamoto

There are no full texts for AICPA and Oregon rules.

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erica.carper

The presentation was extremely well-ordered and seamlessly moved through teaching the facts then applying with examples of each approach.

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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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wei_han.koh

Great course that explains how to use email professionally in today's context.

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halina.kovel

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

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peter.kotsifas_1

Excellent course for helping refresh what most of us learned in Intermediate Accounting. Content is good and well delivered. My only complaint is the sound quality isn't great in a couple of the modules and should be redone.

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mkim

It was a very effective fundamental course. It would be nice to series that are more advanced.

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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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nilufer.shaikh

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

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taylor.aschliman

Informative course that opened my mind up to pricing strategy.

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daniel.mcelhaney

I'm not really in the mood to write a review right now, but if I must I guess I'll say the course was good. Was that 50 characters?

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steven.ung

The topics were discussed with excellent examples and concisely.

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becky.thomas

Very well organized; Instructor was well versed and material presented in a logical order

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xavier.traverso

Great training and course. Easy to understand. Thank you.

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kevin_t..hall

Thankful for the lessons provided. The content was dynamic and practical and makes good points. Thanks

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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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nicole.osborne

Very informative. Instructor does a great job in recapping the important accounting events that took place during the quarter.

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scott.klein

Overall helpful in understanding the differences between profit and not for profit. It got a bit confusing because the examples titles sometime did not match the explanations.

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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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amy.gramolini

Foundational learnings regarding the bookkeeping process. Those pursuing a bookkeeping position or those interested in organizational management, separation of duties and roles and responsibilities within an organization may benefit from this course.

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jessica.anderson

Useful info and tricks for the daily excel user. I'll likely use the data validation more often.

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hong.zhu

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

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brian.hill

It was a good high level summary of the financial statements

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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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katie.mckinney

Everyone involved or impacted by this process flow at a company should take this course. Really nice over view and in depth view of how this process should work!

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brian.snepenger

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

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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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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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gary.katz

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

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cchau

The sample excels and solutions were very helpful.

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pabstdavid

Great class- one of the better ones! As someone who has a published book, I can attest to the importance of editing.

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anthony.monti

great sox introduction as well as refresher if you haven't been in involved in a while.

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tim.feeney

this course will save you hours of inefficient time formatting and analyzing data associated with tables

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soohwan.joo

It was a good class to understand the overall concept of CF

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athena.pallares

Nice refresher for excel skills that can be used to detect fraud.

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patricia.hawk

Gave a good overview of SOX related to ITGC. Would have like to gone into more detail on application controls. Overall, good course.

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ngunter

Excellent presentation while blending in good humor.

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harold.zhu

the instructor explains the financial ratio analysis very well by demonstrating a lot of examples and calculations that makes each module easy to understand and memorize. Highly recommend this lecture to everyone who is interested in financial analysis.

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dustin.stuart

I am somebody that hopes and believes that crypto will be the future of payments and investing. The one thing I do not like is how scared people get when you mention the word crypto. People are also very misinformed a lot of times or just do not care to be informed. So my only critique would be the fact that the risks of cryptocurrencies are comparable to investing in stocks or holding cash in a bank account. Illegal acts have been happening since the dawn of man and cryptocurrency has a fraction of wrongdoing on its RAP sheet compared to cash and other financial tools. Just trying to make crypto seem less scary. Change is good.

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aarakawa

Great tools for Excel 365, even though I don't have, will look into getting it.

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randy.oppold

Good course, flowed well. Good topic, many people should see it. Good use of time. Impressive course. I am so happy I took it. I will keep the materials for a long time.

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kerry.plemmons

Very good information given in this course, and given in a way that was very informative, not too wordy, and easy to understand.

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matt.topper

Real world examples were helpful and interesting. The T accounting examples were also useful and aided in retention of the concepts.

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greg.biedenstein

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

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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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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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austin.daneshmand

I expected this class to be a basic balance sheet tour, but it was surprisingly refreshing. Great course. The instructor provided multiple real-world examples that were challenging and informative. I look forward to more courses from this instructor.

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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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dennis.roberts

Good introduction to TPA for our foreign sub. Gives guidance on where to find more detailed information for specific countries.

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sherryhouse

questions at end didn't well match topics covered in the course.

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thor.bendickson

Though the material in this course was well thought out and presented, I found it distasteful and unpatriotic to include a former president, not just as an example of an amoral/immoral leader, but also the answer to an exam question. Keep your politics out of my professional learning materials...

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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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bev.stenger

Two exam questions were super confusing. Not well written. #2 and #4, other than that, was an excellent course

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ricardo.de_alba

Excellent overview of the topic, with engaging examples and pulse checks. Wide range of subjects covered.

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derek.cam

Loved the examples shown for the several advanced chart types. The waterfall and combo chart have immediate applications to quarterly IS meetings.

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danell.raab

One of the best speakers I've heard here on Illumeo. Clear, concise, obviously knows the information like the back of his hand - that makes it easier to listen to as an audience member. He did not just read off the slides - he used the slides as an outline and gave interesting and succinct insight on each bullet point. This course went from top to bottom in terms of detail but was not burdensome.

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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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staci.brown

The information in this course is so helpful and applicable to my day job as a school accountant.

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cuiping.wang_parkhur

This is a very comprehensive course for tax planning strategies for short-term rental properties.

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nikita.guskov

Very simple course, to be honest non interesting for me. I would expect more complicated material when read the description.

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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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jesse.campbell

This course did a really nice job with individual case studies and footage of historical figures to illustrate the contrasts in leadership.

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ahmad.abujabal

very well put together and covers it all thanks...................................

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rindyp

Being able to do each section individually and review it before moving on to the next section. I also liked being able to run the entire course to refresh before taking the exam.

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ccastillojr

I enjoyed this course as it discusses the importance and use of data analytics as it is the future of auditing.

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johan.keller

The contact is great, but the background music is distracting.

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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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ting_yun.ting-stoffregen

The instructor was very thorough on explaining xlookup and its functionality. Furthermore, he provided detailed examples on how to overcome the constraints of vlookup, hlookup, xlookup and other formulas.

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stephanie.tooke

This is a great course and should be taken and put to action by all managers/upper-mgmt. A lot of times I hear the 'vision' but don't always see it implemented or followed

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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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john.croyle

I hate to say it, but this course was terrible. It was like ASC 718 was just copied and read off. It was very hard to understand and no time was taken to really explain concepts. Not a helpful course at all and I am a 20+ year CPA and SaaS controller. Needs to be completely reworked.

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william.keeton

Instructor needs more enthusiasm and to have slides that are better organized to fit the screen.

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abhilasha.patel

actual preparation of statement of cash flows was very helpful. good examples and pace.

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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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brigitta.scott

Good comprehensive review of financial statement requirements.

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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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emily.moran

This course was really interesting because I learned about some of the new things I can do with 365. Definitely recommended. However, digging into the differences between various versions of Excel is not too interesting.

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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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tedstiefel

Great content! I really learned a lot about how to apply Excel functions to financial planning & analysis.

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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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bobby.gehm_2

This course was the second part of the Beginners Cash Flow course, but was essentially the same content. Felt a bit redundant.

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sharon.vincent

Very straight-forward explaination which made the lecture easy to follow.

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andrew.smith

now that I WFH full time because of the pandemic, this was SO helpful!

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robb.shutt

Good information on CECL, Rev Rec and Leases. I liked the discussion of the 5 steps and lease definition and CECL disaggregted disclosures

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david.fassezke

Boring topic, but well presented by the author. Lease topics are not generally exciting

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tracey.fischer

Good basic introduction to inventory fraud with a lot of possibilities and scenarios provided.

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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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luke.olson

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

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melissa.neufeld

Good reinforcement of business combinations that aligns with material presented in other courses. Enjoyed the supporting material.

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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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brendann@google.com

The program was well laid out and easy to follow. The included case studies help to visual the concepts discussed and inject some life into the subject.

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kfried

Other illumeo presenters should take this course! Awesome!

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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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bryan.bostrom

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

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julie.strickland

Awesome course! I learned so much about PivotTables, Power Query, Relationships, etc. Very informative - I am looking forward to doing more courses by Mr. Wu.

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mark.mancao

Great basic course to provide a basic understanding of business combinations under topic 805. Would be better if it was not a text based course but an instructor led program.

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pwalker

Wonderfully concise and well explained. Very easy to follow.

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adenike.sonola

Course was a great review of basic accounting. It was a refresher course

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brenden.hill_1

Great course Lenny - step by step simple instructions for tips and tricks regarding pivot tables.

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831vnx.chamberlain

I have really enjoyed this series of courses on ASC740. The material is presented in such a way that makes it easy to follow, and also understand the practical application.

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jaclyn.johnson

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

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patricia.fisher

I enjoyed the course. It was interesting. I learned about many topics that I previously had not thought about. It was just long enough and was easy to follow.

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alyssa.borenstein

amazing course, great information. A lot to learn about the planning phase of an audit

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mike.spanton

This is one of the most useful courses I have ever taken. Thank you for the helpful fixes to so many of the common problems we face in managing our inboxes.

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jeffkirsch8

I enjoyed Joe Ori's summary of ASC 842. He was to the point and I really liked the financial impact slides as a result of implementing the new lease accounting rules.

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pjones

Good examples were given. This is somewhat a difficult concept, but the presentation made it easy to follow

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jennifer.garver

Did not think the Apple questions were relevant or fair. Did not think the Apple questions were relevant or fair. Did not think the Apple questions were relevant or fair.

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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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kimalee01

Great information and very useful! I learned a lot of tips in planning.

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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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edecker

Very easy to understand and it's a step by step process made easy

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ben.stewart

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

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bridget.alston

Good class overall. There are many complex topics covered in a short period of time, I had to watch a few of the topics several times to grasp concepts.

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jburke

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

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dana.boyd

Good overview. Good coverage of topics on the asset and liability side.

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dhaval.kadakia

Very good refresher! Must take it every few years. Very good coverage.

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scott.a

There were a few sections that seemed to end with the presenter not finishing the sentence.

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melissa.seifert

It was an interesting course with good examples and a knowledgeable instructor.

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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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npatel

It would have been helpful to have the slides as a handout. There was a lot of good information covered in this course and it would have been great to have the handouts for future reference.

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s_marie_.vernon

Great course in ethics of the CFO. Employees will only be as good as their management and this course emphasizes how the CFO can set the standard.

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prashant.shah

good Course. I recommend all treasury managers in company to go through this course

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eric.cox

Recommended for anyone who needs a refresher on auditing or anyone who is about to go through an audit!

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ji.tan

Very helpful information for people in the accounting profession.

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tangjun@google.com

I really like Jennifer's class that has detail contents in her presentation. The material is very helpful.

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aissaian

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

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ray.barbic_2

This was a good and basic introduction to the business process mapping.

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steven.meyers

Great course. Stated prerequisite requirements were appropriate and sufficient. Program materials were relevant and contributed to the achievement of the learning objectives.

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yuka.wada

Interesting course, worth enrolling even though CPE credit not available!

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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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philip.simonson

Excellent and pretty deep dive into some really useful functions and efficiency tips. Homework and samples are also very good.

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rodgie.vue

Great content! This is a decent crash course that covered a variety of accounting topics for external reporting.

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gregor_timothy.marcaida_1

An important aspect that companies forget to look at because cyber attacks are seldomly experienced by them. Great refresher on how to react to cyber attacks

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james.chang_1

Good review of the role of a forensic accountant in contrast to other types of accounting.

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brauch

I really really appreciated that you included the slides I PDF format for us to reference! That was easier to read through than listening to the reading of the slides.

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bstonesi

I found the instructor to not be useful all the information you need to know is in the powerpoint

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mechin

Instructor thoroughly provides examples which break down and explain rev rec standards

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andrdalt

There needs to be an option to adjust playback speed for the videos.

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bwidtfel

This course covered the basics of ASC606. It was well taught but could have made less confusing examples that were spread out over multiple slides.

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bertram.sinnathamby

The course is good but have to work through to get the concept.

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alenrigh

This course went in depth into the ASC-606 from a conceptual standpoint. I wish there were more applicable examples where the viewer could work through problems. I would have been helpful to add practice on how to allocate transaction price or how much revenue to recognize at a certain point in the contract term.

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schreinermatt

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

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conrudol

Concise explanation of the 5th step of revenue recognition. Well articulated and great diversity in examples.

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casey.johnson

A lot of detail and there are 64 questions in the final exam - make sure you take LOTS of notes.

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fabiola.mullins

Different type of class. Was more of a psychology class and a bit new age thinking then your standard corporate CE class.

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matthew.hafer

Interesting tips but unrelated in application of what they do.

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samuel.narotsky

Very useful as a practical guide and as a historical perspective (I was very involved with SOX work from the beginning until 2011, when my employer got bought by a European company).

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mark.dunn

Fantastic presentation. I appreciated that you wrote out your script in the notes. I would like to see your additional presentations on the subject.

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kevin_.vanloo

Excellent way of presenting the course in an effective way

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matt.madison

I learned a ton in this class. It was thorough and entertaining.

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lindsey_.mckann

The case studies really help to see the topic applied. This course is very well prepared to show how to apply each step.

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donald.petter

David documents his points very thoroughly. His notes can be used for reference later to reinforce his teaching. I highly recommend him as an instructor.

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jim.stanislav

Nice looking/professional presentation and materials.

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rashaad.clavon

good course for refreshers on daily task I no longer do.

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brent.trask

It was a very factual course and presented straight forward.

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rhonda.unthank

Excellent course lead by an effective instructor. Great content.

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yun_sub.lee

It was a good overview of the new lease accounting standard. Thank you.

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justin.baker

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michael.johnson_2

The answers to the exam questions are not in the slides.

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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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aaltamura

As a new joiner, this is a very helpful overview of the RAAS protocols and audit process

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y_avazov

very good high level information for lending business details

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patrick.mcfarlen

Good and thorough course on accounting, it is a very good basic accounting class and was hoping for more technical that was there.

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jon.aldrich

Filled out presentation materials to review would have been nice. Waiting on the words to be written out was slow. Prepared slides that auto populated would be better. Also more legible.

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dung.luong

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

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thanh.truong

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

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pkho

Good fundamentals course. May want to have 1-2 examples of "tougher" concepts, like debt and equity.

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neil.marriott

Especially appreciated the suggestions for feedback and meetings at the end of the presentation. Thanks Erin.

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rahman.ullah

The course was interesting but could have been more organized and concise. The key concepts tested are spoken not listed on the slides.

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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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emily.sherman

Great overview of the cash flow statement. Instructor was very good!

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abilloo

Very well spoken and concise summary of the major updates

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erin.peabody

Learned lots of new info that I can use in my job right away.

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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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janinek

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

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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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charles.elwis

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

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sonali.asati

Happy to earn Michigan AICPA ethics requirment. Glad they have seperate for each state

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tara.landau

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

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chantell.haines_1

I really appreciate this course and its help in career growth and overall help in gaining knowledge in who we are, who we want to be and what our passions are.

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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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debbie.wyse

Good reminders about how to negotiate contracts with suppliers/vendors. I have not had to do a lot of negotiating in previous positions. The course contains solid suggestions about the steps to negotiating with suppliers/ vendors.

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shashil_patel

Good basic course for an overview of segregation of duties. Easy to understand with simple examples.

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jason.schlueter

helpful to improve close timing. good insights on benefits of closing the books quicker.

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lilbui

This training is very basic, but helpful to anyone who would like a refresher on Excel shortcuts.

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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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karin.williams

I would recommend this course for everyone. This is basic fundamental information that everyone should know.

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lisa.anderson

Like the topic was relevant. Time allotted was great. Speaker spoke clearly and covered the topic more than once to clarify.

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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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michelle.grant

would have liked to have an excel exercise for each different "topic" that could be done along side of the instructor.

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syed.ahmad

very good points and presented with great clarity and enthusiasm.

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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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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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ramiro.campins

Great review of preparing indirect cash flow statement.

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peter.abader

great course for definitions and basic understanding of forensic accounting

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traci.rowland_shepps

This course was very helpful and will aid in our firm's development of new managers.

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josh.salazar

Very good course with solid foundation for fundamentals. One thought for improvement is to add multiple quizzes with differing questions, the material was great, quiz was challenging (but only one with only 3 challenging questions) and the exam was simple in comparison.

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patricia.galletta

This course is too basic to take as CPE for a CPA. I would also suggest during the instruction to make the notes more formalized if you are going to teach how to prepare a financial statement.

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duy.nguyen

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

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mwong

Overall great webinar. It would be helpful to reduce the number of abbreviations in the slides though.

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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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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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dixie.gutwald

Good overall intro to power query. But the VBA portion was just copying existing code. OK for this level of course since focused on power query.

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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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suet_wai_yukie.li

good link between history in the US and why ethics has become such a prominent topic

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mat.fisher

Erik should do more courses. Very clearly explained.

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sbreseman

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

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bryan.oliver

Thoroughly enjoyed the detailed analysis of excel functions and shortcuts. Excel is such an underutilized tool for data analytics.

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patrick.monzingo

This course gave me a view of LinkedIn that I did not previously have. I should take more advantage of LinkedIn in the future.

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aimee.swenson_1

This course is ok for HR professionals trying to learn basic accounting, not accountants trying to learn payroll accounting. Over half of the course was basic accounting.

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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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connor.mclaughlin

No Basic excel functions learned in this course. Don't believe "efficiency" is the right topic for course name.

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eric.oosta

Good review course. Fairly simple accounting concepts.

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grant.brannum

Very informative and organized in an easy to follow method. Enjoyed the training.

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anthonymanochio

I like this course because it was very informative and thorough.

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bill.clark

Very good detailed summary of all aspects of the new COSO framework.

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ibrahim.khalil

This course is very helpfull and effective. I think it is a good start.

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marmstrong

Great material, effectively presented and well organized.

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nbtessers

The course was easy to read and understand which lead to passing the final exam.

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nebbster

This course is outdated, based on 2016 tax law. It is completely irrelevant in 2018/2019. It needs to be updated.

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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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sareesha.maheshwari

Great overview and detailed account of the information.

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bpiller

Ok program, doesn't fully address the fraud aspect from a practical standpoint.

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aduncan

Good exercises and broad coverage of the 5 step model

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luca.platini

Having recently joined the RAAS team this was a very good opportunity to get familiar with RAAS procedures and audit phases. Really appreciated

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surepaul

would have loved more examples especially on how fair value assessment.

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pamela.laplaca_1

Lynn's slides were well designed and effective. She knows this topic well.

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henry.gabriel

One of the best explanations of the the cash flow statement that I have seen--his logic helps me better understand the cash flow statement from an intuitive perspective. Also, I didn't really like the floating box around the text. The workbook PDF also should be in a PDF form, Excel or something that I wouldn't need to print out to complete.

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rhonda.woerner

I found this course to be very well presented with clear action items that I am excited to start implementing!

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cpoole

This was a good overview to understanding BI and offered basic tools to implement.

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michael.ware

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

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laurabenson

The format for examples is helpful conceptually but difficult to read due to messy handwriting.

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rchan2

Not a fan of the presentation software used to present the material - the hand written notes are hard to read and creates a lag between the information presented. Overall, decent material for basic cash flow introduction.

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mreybitz

Quiz and exam too easy. There were too few and too easy questions to really drive home everything we learned about the Statement of Cash Flows.

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eustunda

I thought Erik did a good job of covering the basics of the statement of cash flows in a short amount of time, but I wish that the final exam had been a better test of the viewer's knowledge. The questions were very basic and I would've much preferred being given a balance sheet/income statement and forced to construct a statement of cash flows that way. Still, I thought the instruction throughout was clear and the layout of the course made sense.

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sspero

Although introductory accounting is typically a very boring topic, the instructor presented lots of real-world examples in different context which ended up making the course quite informative.

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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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binita.thakker

Excellent course and helpful in many ways. Can there be another course from this instructor on how to handle Q&A when presenting financial information?

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thalliday

It was a good course. I wish it would have gone into more with subtotaling as it relates to pivot tables. Never saw the need for a custom list but it was interesting to learn. My favorite part was learning the Alt = is the shortcut for SUM.

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susan.harder

Lots of helpful tips & insights. Good ideas of different ways to deal with conflicts.

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sally.fonstein

Really helpful course with relevant information to use every day.

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mbryant

I liked the examples that were given and the content was good. there were many topics that are good for the beginner in the accounting field and a good refresher for those with experience.

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lisa.burke

Helpful intro - hard time hearing the audio at times.

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zarksis.italia

Excellent course for ratio analysis, very well presented

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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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juan_.gonzalez

very importnat program coz, it gives you the tools to improve and get the rigth way to intriduce yourself with succes, and this is what we need in this business race

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christine.edwards

Very insightful and great suggestions for creating a mutually beneficial relationship between leader and subordinates.

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penny.cook

Enjoyed the course. Found information that could that our organization could put into practice!

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bryan.baker

This course provided a good overview of how to account for book-tax differences, as well as how to effectively navigate the Schedule M-1

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jacob.rothman

Good job logically laying this out. The use of video to demonstrate the technique was excellent. The instructor would be easier to listen to if he didn't end every sentance with "right?"

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tbielas

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

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declanharte

If I could have given 6 stars, it mightn't have been enough. He provided a very practical roadway to finance excellence. Great enthusiastic and knowledgeable presenter.

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crobertson_1

Course materials would be more effective with powerpoint slides. Course duration could be shortened to 1 hour.

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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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joycelyne.ezekiel-zang

The instructor was very clear. The material taught is a great foundation in understanding acceptable/unacceptable ethical behavior in public accounting.

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scott.weber

Great refresher course on macros. Easy to follow and very applicable.

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torin.campbell

Very thorough and valuable information. I noticed after I was part way into the course that the copyright mark is 2015 so I wonder what's different in 2017? I'll have to look into it....

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mparish_1

great overview for non-sales tax experts. Great examples to support the rules.

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frank.perillo

A useful and technical course topic which was presented in a clear and concise manner.

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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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angelic.jones

It was a well though out. Well verse class. I am very familiar with the course material but it was still presented reasonably.

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gwen.clemings

Good course for insomniacs. Presenter was boring.

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amy.dyer

Good topic.

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renee.cardinali_1

A lot covered in a short period of time, which I like!

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jcaldwell

Overall the course was great, but the sound quality wasn't as good as I would have liked.

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majid.mowlaie

Good Information

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neil.egbert

Useful info

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njohnson

Helpful information!

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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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jwilhelm

Hits on all the basics! Good refresher course.

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renato.santos

I really enjoyed learning about the different ways to collect, merge and validate data. I thought is was very interesting and useful to know that there is an excel add-in where you can get data from the Federal Reserve (Fred) as well as data from the U.S. Census, and Google Trends.

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skort

The first of half of the class was related to basic accounting concepts, when the title of the class is "Introduction to Payroll Accounting". I was hoping for the class to be more payroll focused.

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cjserneo

it was very helpful

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mike.fullmer

Great course in understanding the IT and Finance relationship.

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thereneestanley

This was a good refresher course on CVP

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george.bilyeu

A bit hard to follow in some places but overall, another very good presentation

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maria_luisa.de_guzman

I am somewhat confused but going back and reviewing one more time and with a little bit more practice it all made sense.

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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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kelley.gregg

very good

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jill.pugh

great suggestions

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tatiana.meshkova

ok

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dhemmenway

This would be good for a beginner to the Statement, would prefer you have something more advanced that I could have Sr. Analyst who prepares the CF Statement take.

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simon.adell

A very interesting topic, another one they don't teach you in school.

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mdefensor

helpful

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grimaldi

2

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lindsey.henley1

Very informative

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ana.walters

I really appreciate the examples, thanks!

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penny_pearlman

Great Course!

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scott.schmeiser

.

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han.lee

Good

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ian.smith_3

Good information especially for someone new to accounting.

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wcimring

good refresher

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sivavn6

Excellent, great summary

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stephen.hall

Didn't realize QB was this powerful. Good overview.

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keia.wilson

This is an extremely high level view of how to execute a fast close.

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lauree.kiely

Enjoyed!

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daniel.rodriguez

good

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terry.lyza

I loved how clear and simple the walkthrough was! Although the real world has slightly more complication to it as a foundation Mr. Slayter couldn't have made it any easier. Where was he when I was in school?

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benjamen.adams

Awesome information.

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steven.moore_1

Good job. Thanks!

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cheryl.honeycutt

Good information. Would like to have more detail on slides so that can use later when setting up spreadsheets.

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efradela

Great learning

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friedel

Good overview of SEC Reporting

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jmalapitan

Really helps me a lot in building my personality in social networking sites.

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tim.jones

intesting

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kevin.posey

Good explanations. Words and writing were off some times but well done.

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sabine_.d'amico

liked the convenience; it was good information

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jyu_1

Lesson starts and ends very abruptly

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alexander.makielski

Nice

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jfugere

Very thorough and insightful.

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lhuang

Very similar to the Fundamental Course: statement of cash flow. Not much change. Good basics. Questions are straightforward.

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paul.phillips

Easy to follow

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john.thompson

Good

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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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mark.odell

Good recap of cash flows

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michael.collins

Now I use the sub total function.

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kyle.degruttola

I worked as an accounting professor for a few years and had a similar style to teaching. It is extremely effective. Nice review sir.

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george.welch

Great course and fun info (as fun as ethics for CPE can be).

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cpofisher

Good overview of the different entities and advantages/disadvantages of incorporating under each type.

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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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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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jcoleman

I appreciated that the course talked about CPAs in business not just in public accounting.

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mthomas_2

Instruction was very clear, and the worksheet showing the allocation of Operating, Investing and Financing will prove very useful

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mike.morse

What about online identity theft companies? What do they do and are there worth the money? What are the steps to take if you have your identity stolen?

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tracy.meehan

I really enjoyed course. I would like to be able to see the correct answer for exam questions wrong.

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adam.stagge

Very good course hoping to find a 2.0 version.

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robbinsj

I liked that I learned something

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amanda.witte

More information on analytics to identify misuse.

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scott.ellis

This course provided a basic presentation of the closing process and journal entries. The instructor showed clear examples of how to close out the financial statements and the reasons you make the entries. Nice beginner course.

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py2wong

Great tips!

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lmcmicha

Great topic - great presenter

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crystal.epps

I truly enjoyed the review, it included advance and basic information where anyone from any point could gain some new information and follow along.

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soconnor

Very Informative

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tsanao

Great presentation!

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haley.gismondi

Helpful

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jacshir59

This was a very well organized training of excel. I use excel all the time but I leaned a few tricks and found out why I should be using others. Great!

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ssam

Very basic but excellent overview.

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sami.seedhom

Thank you for the valuable course.

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swong

The course is so easy to understand.

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hossam_elsherief

Excellent course

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tvillegas

The videos have too much screenshots that make my eyes confused where to look at to.

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daniel.miller_2

Enjoyed it.

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sabrina.pelech

Good overview of all the different aspects of the income statement, balance sheet and statement of cash flows

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hdomingo

Very educational.

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wanda.richardson

Very detailed and easy to follow.

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hieu.bui_quang

Very good material but prerequisite requirements should be higher.

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craig.ward_1

Excellent overview about risks and things to look into.

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osmundsen

Great course!

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tracey.bertolina

The last question did not seem to be worded as well as it could have been.

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nelsonm1978

Did not like questions about Apple. Numbers not in front of me.

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greg.vaughn

Good overview...

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sspahr

Anyone who works with excel would benefit from this course.

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vanessa.dennis

It was a very good course

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fmanochio

Good course on Auditing Cycles and Audit Completion

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matthew.reilly

Good background on SEC

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matt.rank

excellent refresher

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james.lackmann

Excellent Course!!

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kurtboehringer

this course was excellent. well structured, easy to follow and content rich.

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troy.kindle

ok !

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apearl

I liked that it was straight and to the point.

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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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dennis_.callahan

I have listened to may instructors in my CPA CPE quest, this go round. There were several very good courses and presentations available, but Mr. Cook is the most captivating liveliest and most knowledgeable in the of all I have heard. Dennis Callahan, MBA, CPA

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sbreault

Great review and informative examples.

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randee_.roberts

I like the examples in excel and the explanation of the different versions of excel.

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mohamed.saadallah

Overall the course is good but need more examples

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lisa.johnson_1

Easy to follow on a complex topic!

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james.munch

Great instructor, great overview!

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laijin

Great example, easy to follow

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pmcabee

Done

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travis.britt

good course

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snyderaf

Excellent presentation.

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irisguo007

The course is great, however, the video sometimes disconnect in the middle and have to wait and drag to make it work

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mhpradwin

l like learn about this course and subject We will follow full courses for an intense love thank you very much

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rgushue3

This course is worth checking out. Like most Excel programs, it covers some items that should have been learned through regular use but is lso shows some new approaches.

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hichamjawhar

A nice over all review of the financial principals.

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christy.kolbye

Great course. Demonstrations make it easy to understand and instructor is fun to listen to.

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patrick.brown_1

The course was excellent. It met my expectations.

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betty.glover

Really enjoyed the course. Covered the material well with the incorporation of examples.

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donald.carpenter

Great information for someone looking to help their company develop an investment policy and manage the investment process.

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