Accounting Theory

1-Accountant’s Role in the Organization

2-Cost Terms & Purposes

3-Cost-Volume-Profit Analysis

4-Job Costing

5-Activity-Based Costing

6-Master Budgeting

7-Flexible Budgets, Direct-Cost Variances

8-Overhead Cost Variances

9-Inventory Costing & Capacity

10-Determining How Costs Behave

11-Decision & Relevant Information

12-Pricing Decisions & Cost Management

13-Strategy, Balanced Scorecard

14-Cost Allocation, Customer Profitability

15-Allocation of Support Costs

16-Cost Allocation: Joint Products

17-Process Costing

18-Spoilage, Rework, & Scrap

19-Quality, Time, & the Constraints

20-Inventory Management, Just-in-Time

21-Capital Budgeting & Cost Analysis

22-Management-Control Transfer Pricing

23-Performance Measurement

Fundamentals of Futures and Options Markets

1. Introduction

2. Futures markets and central counterparties

3. Hedging strategies using futures

4. Interest rates

5. Determination of forward and futures prices

6. Interest rate futures

7. Swaps

8. Securitization and the credit crisis of 2007

9. Mechanics of options markets

10. Properties of stock options

11. Trading strategies involving options

12. Introduction to binomial trees

13. Valuing stock options: the Black–Scholes–Merton model

14. Employee stock options

15. Options on stock indices and currencies

16. Futures options and Black’s model

17. The Greek letters

18. Binomial trees in practice

19. Volatility smiles

20. Value at risk and expected shortfall

21. Interest rate options

22. Exotic options and other nonstandard products

23. Credit derivatives

24. Weather, energy, and insurance derivatives

25. Derivatives mishaps and what we can learn from them

Financial & Economic LiteracyFinancial & Economic LiteracyFinancial & Economic Literacy

Personal Finance (Charts)

1. Overview of a Financial Plan

PART 1: TOOLS FOR FINANCIAL PLANNING

2. Planning with Personal Financial Statements

3. Applying Time Value Concepts

4. Using Tax Concepts for Planning

PART 2: MANAGING YOUR LIQUIDITY

5. Banking and Interest Rates

6. Managing Your Money

7. Assessing and Securing Your Credit

8. Managing Your Credit

PART 3: PERSONAL FINANCING

9. Personal Loans

10. Purchasing and Financing a Home

PART 4: PROTECTING YOUR WEALTH

11. Auto and Homeowner’s Insurance

12. Health and Disability Insurance

13. Life Insurance

PART 5: PERSONAL INVESTING

14. Investing Fundamentals

15. Investing in Stocks

16. Investing in Bonds

17. Investing in Mutual Funds

18. Asset Allocation

PART 6: RETIREMENT AND ESTATE PLANNING

19. Retirement Planning

20. Estate Planning

PART 7: SYNTHESIS OF FINANCIAL PLANNING

21. Integrating the Components of a Financial Plan

Accounting Principles

SAP Cost Center Accounting

SAP - Document Control & Structure

Basic Accounting Equation

Master Record, Document Structure, GL

 

Management Accounting

1-Organization & Accounting

2-Measuring & Analyzing Activity Costs

3-Measuring & Analyzing Product Costs

4-Managing Activities

5-Short Term Decisions & Constraints

6-Managing Organization

7-Decentralized Organizations

8-Budgeting

9-Cost Allocation

10-Absorption Costing Systems

11-Variable Costing & Capacity Costing

12-Standard Cost & Variable Analysis

13-Investment Decisions

14-Accounting in Dynamic Environment

15-Indirect Cost Rate Determination

Personal Finance (Questions)

1. Overview of a Financial Plan

PART 1: TOOLS FOR FINANCIAL PLANNING

2. Planning with Personal Financial Statements

3. Applying Time Value Concepts

4. Using Tax Concepts for Planning

PART 2: MANAGING YOUR LIQUIDITY

5. Banking and Interest Rates

6. Managing Your Money

7. Assessing and Securing Your Credit

8. Managing Your Credit

PART 3: PERSONAL FINANCING

9. Personal Loans

10. Purchasing and Financing a Home

PART 4: PROTECTING YOUR WEALTH

11. Auto and Homeowner’s Insurance

12. Health and Disability Insurance

13. Life Insurance

PART 5: PERSONAL INVESTING

14. Investing Fundamentals

15. Investing in Stocks

16. Investing in Bonds

17. Investing in Mutual Funds

18. Asset Allocation

PART 6: RETIREMENT AND ESTATE PLANNING

19. Retirement Planning

20. Estate Planning

PART 7: SYNTHESIS OF FINANCIAL PLANNING

21. Integrating the Components of a Financial Plan

Financial Statements

1-Financial Statements An Overview

2-The Balance Sheet

3-Income Statement &  Equity

4-Statement of Cash Flows

5-Earnings & Financial Reporting

6-Analysis of  Financial Statements

Financial Accounting Theory

1-Financial Accounting Theory

2-Accounting Under Ideal Conditions

3-Approach to Financial Reporting

4-Efficient Securities Markets

5-Information Approach to Decision

6-Measurement Approach to Decision

7-Measurement Applications

8-Economic Consequences, Accounting

Essentials of Taxation

1-Introduction to Taxation

2-Working with the Tax Law

3-Taxes on the Financial Statements

4-Gross Income

5-Business Deductions

6-Losses & Loss Limitations

7-Property Transactions & Exchanges

8-Property Transactions: Capital Gains

9-Individuals as the Taxpayer

10-Income, Deductions, & Credits

11-Employees & Proprietors

12-Corporations: Capital Structure

13-Corporations: Earnings & Profits

14-Partnerships & Limited Liability

15-S Corporations

16-Multijurisdictional Taxation

17-Business Tax Credits & Corporate Tax

18-Comparative Forms of Doing Business

Fiscal Laws

1. Introduction to Fiscal Laws
2.  DAU Fiscal Laws & Reprogramming
3. Comprehensive Fiscal Law Desk Book

Accounting Excel Template

1-Accounts receivable aging

2-Asset depreciation schedule

3-Billing statement

4-Break Even Analysis

5-Budget Analysis

6-Business debt tracker

7-Business Analysis System

8-Business Analysis System

9-CEO What if

10-CEO Financial Assistant

11-Expense report

12-Budget Forecast Analyzer

13-Loan amortization schedule

14-Comprehensive Break-Even Analysis

15-Payroll calculator

16-Pricing Rules

17-Product Sales Sample

18-Statement of cash flows

19-Statement of change in equity

20-Year end tax plan

Options Futures & Derivatives

1-Introduction

2-Mechanics of Futures Markets

3-Hedging Strategies Using Futures

4-Interest Rates

5-Forward & Futures Prices

6-Interest Rate Futures

7-Swaps

8-Mechanics of Options Markets

9-Properties of Stock Options

10-Trading Strategies Involving Options

11-Binomial Trees

12-Wiener Processes & It's Lemma

13-The Black-Scholes-Merton Model

14-Employee Stock Options

15-Options on Stock Indices & Currencies

16-Futures Options

17-The Greek Letters

18-Volatility Smiles

19-Basic Numerical Procedures

20-Value at Risk

21-Estimating Volatilities & Correlations

22-Credit Risk

23-Credit Derivatives

24-Exotic Options

25-Weather, Energy, & Insurance

26-Models & Numerical Procedures

27-Martingales & Measures

28-Interest Rate Derivatives

29-Timing, & Convexity Adjustments

30-Interest Rate Derivatives, Short Rate

31-Interest Rate Derivatives

32-Swaps Revisited

33-Real Options

34-Derivatives Mishaps

35-Behavioral Finance, Racetrack Betting

 

Business Analytics: Data Analysis

1-Data Analysis & Decision Making

2-Distribution of a Single Variable

3-Relationships among Variables

4-Probability & Probability Distributions

5-Normal and other Distributions

6-Decision Making under Uncertainty

7-Sampling & Sampling Distributions

8-Confidence Interval Estimation

9-Hypothesis Testing

10-Regression: Estimating Relationships

11-Regression: Statistical Inference

12-Time Series Analysis & Forecasting

13-Optimization Modeling

14-Optimization Models

15-Introduction to Simulation Modeling

16-Simulation Models

17-Data Mining

18-Importing Data into Excel

19-Variance & Experimental Design

20-Statistical Process Control

21-Statistical Reporting

Class Notes       Excel 2016 Training Videos:

                          Introductory Video

Class 01              01: Excel Fundamentals: Efficiency, Data, Data Sets, Formatting

Class 02              02: Excel Fundamentals: Comprehensive Formula Lesson

Class 03              03: Data Analysis Fundamentals: PivotTables, Power Query & Data Model 

Class 04              04: References: Relative, Absolute, Mixed, Sheet, Workbook, 3-D, Table

Class 05              05: Excel Array Formulas: Comprehensive Lessons

Class 06              06: Conditional Calculations with Excel Formulas: Comprehensive Lessons

Class 07              07 MAXIFS, MINIFS & IFS Functions for Conditional Calculations  

Class 08              08: Text Formulas and Text Functions to Join and Extract Data

Class 09              09: Date Formulas and Date Functions, including Fiscal Quarter & Year

Class 10              10: Excel Data Validation (List, Custom & More), Comprehensive Lesson

Class 11              11: Lookup Functions & Formulas, Comprehensive Lessons

Class 12              12: Two Lookup Values in VLOOKUP? Helper Column or Array Formula 

Class 13              13: One Lookup Value to Return Multiple Items: INDEX & AGGREGATE

Class 14              14: VLOOKUP as Relationship in Power Pivot Data Model & Vice Versa

Class 15              15: Excel Charts to Visualize Data: Comprehensive Lesson

Class 16              16: Conditional Formatting to Visualize Data: Built-in & Logical Formulas

Class 17              17: Excel Dashboard PivotTable, Data Model, and DAX Formula 

Class 18              18: Clean & Transform Data: Replace, Text To Columns, Formulas

Class 19              19: Transform Data Sets using Advanced Filter (8 Examples) 

Class 20              20: Power Query (Get & Transform) Import Multiple Excel Files

Class 21              21: Power Query Import Multiple Excel Workbooks with Multiple Sheets

Class 22              22: How To Build Data Model & DAX Formulas in Power Pivot  

N/A                     Excel Magic Trick 1299: Automatic Calendar Table in Data Model, New

Class 23              23: Intro to Power BI Desktop to Create Data Model & Visualization  

Class 24              24: Financial Functions: PMT, RATE, NPER and FV

N/A                     25: Round Functions: ROUND, MROUND, ROUNDUP, CEILING, more…

Class 26              26: Macro Recorder Basics & Copying VBA Code From Internet