CPE & Event Catalog

Differentiating between managing and leading, while highlighting the importance of each. Assessing your own natural management and leadership style. Adapting management and leadership styles to the specific circumstances. Becoming a catalyst for positive change. Overcoming barriers to successfully managing and leading. Successfully engaging in difficult conversations to minimize performance issues and conflict.

How to identify and mitigate shifting fraud risks in any entity.

The intersection of legal and financial reporting. Types of legal risks. Why legal risks matter for financial reporting. Key concepts in legal risk reporting. Collaboration between legal counsel and accountants. Legal counsel vs. Accountants. Collaboration best practices. Handling conflicting opinions. Consideration of outside counsel.

Marketing research. Consumer and the market. Marketing costs. Marketing strategies. Product as a variable, and more.

Forecast the important outcomes of each alternative based on an analysis of available data. Making effective and timely decisions, even when data is limited, or solutions produce unpleasant consequences. Facts and ideas in writing in a clear, convincing, and organized manner. Consider and respond appropriately to the needs, feelings, and capabilities of different people in different situations.

Entities and title. Income splitting. Elimination, and more.

10 mistakes that decrease your professionalism. Make a great first impression virtually. Virtual meetings. Persuasive presentation.

Financial statement analysis and communicating insights to financial statement users. Improving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatement. Developing plausible expectations for comparison to actual financial results. Detecting earnings management and other risks through analytic procedures.

Medical costs. Charitable contributions. Casualty and theft losses suspended.

Acquisition strategies. Acquisition process. Regulatory approval. Exit planning, and more.

The supervisor's role and making decisions. Objectives, supervisory planning and control. Organizing, delegating, and communicating. Motivation and employee development. Building team effort, counseling and appraising. Handling absenteeism, tardiness and conflict, and more.

The concept of money. Money laundering schemes. Asset concealment. Acts pertaining to money laundering. Financial crimes enforcement network. Reporting requirements intended to detect money laundering. Suspicious activity report. Report of foreign bank and financial accounts. Report of cash payments over 10,000 received in a trade or business. Detection of money laundering.

Moore vs. United States. Supreme court ruling. Modern income tax. Realization. Wealth tax.

When is a taxpayer considered self-employed. Business expenses. Business use of a home. Recordkeeping requirements. Schedule c, profit or loss from business.

Nature of tax audit. Minimize IRS tax audit risk. Representing the client before the IRS.

What is a Non-GAAP financial measure? What drove the increase in use of Non-GAAP financial measures. Regulation S-K. Prominent presentation. SEC comment letters.

The disclosure of Non-GAAP information. Regulation G exemptions. Regulations S-K requirements. The prevalence of Non-GAAP financial measures. Validity of Non-GAAP financial measures.

Nonprofit entity. Basic nonprofit accounting concepts. Nonprofit financial statements. Revenue accounting. Government grants. Investment accounting. Inventory accounting. Fixed asset accounting, and more.

Internal controls over reliable financial reporting.

Engagements for which written documentation is required or not required. Documentation for the following types of engagements - audits, reviews, compilations, and preparations. Importance of documentation. Basics for all engagements. Documentation definitions. Form, content and extent. Reviewing documentation. Documentation finalization. Revisions to documentation after the report date. Selected required documentation. Common documentation deficiencies. Preparation engagement. Review engagement. Pro forma compilation engagement. Examination under SSAE. Review under SSAE. Agreed upon procedures engagement under SSAE.