CPE & Event Catalog

What is and is not internal use software? Stages of software development. Commencement of capitalization. Amortization. Internal use to external. Embedded software. Technological feasibility. Considerations with multiple modules. Allocation of indirect costs. Alternative future use. Software for resale disclosure requirements.

Stock compensation. Awards classified as equity. Awards classified as liabilities. Employee share purchase plans. Equity-based payments to non-employees. Additional stock-based compensation concepts. Impact on earnings per share. SEC's view of stock-based compensation. Stock-based compensation disclosures.

Financial accounting basics. Accounting cycle. Accounting transactions. Accounting equation. Accruals concept. Realization concept. Cash basis of accounting. Department of transportation fees. International registration plan tags. Heavy highway vehicle use tax, and more.

The chart of accounts. The purpose of financial statements. Cash basis vs. Accrual basis accounting. Billing and collection activities. Processing expense reports. Accounting for payroll transactions. Closing the books. Veterinary practice financial analysis. Cost control.

Regulatory structure. The chart of accounts. Vineyard equipment and costs. Winery equipment and costs. Depreciation. The depreciation of land. Profitability issues. Winery financial analysis.

Authoritative guidance. Different entities and requirements. Types of subsequent events. Recognized subsequent events. Non-recognized subsequent events. Identifying subsequent events. Potential controls. Audit considerations related to subsequent events.

Accounts payable best practices.

Invoice delivery and processing. Payment technologies. Regulatory issues affecting the payment process. Travel and entertainment. Master vendor file and the raft of new frauds focused on it. Staffing.

Often ignored best ap control practices. New best practices that tighten controls. When best practices are lacking. The master vendor file issues. New master vendor file control issue.

Invoice handling. Payments. Basic regulatory issues impacting AP. Fraud prevention. Unlocking hidden cash reserves.

Written policies and procedures. Accounts receivable process overview. Sales and the accounts receivable management process. Customer credit analysis. Financial ratio analysis. Altman Z score, and more.

Direct costs. Overview of activity-based costing. The bill of activities. The cost hierarchy. Overhead costs in detail. The best circumstances for activity-based costing.

Activity-based costing. ABM outputs. ABM implementation. ABM best practices. Reporting of ABM results. ABM advantages. ABM problems.

Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and audits. Critical elements of compilation, review, and audit reports. Impact of special purpose accounting frameworks and other special issues. Exercise on designing inquiries and analytics in a review. Case study differentiating the scope of various non-attest and attest services. Avoiding litigation risks in accounting services.

Leveraging cash management services. Importance of cash management for business. Identifying your target cash clients. Service models. Harnessing modern cloud-based tools. Pricing and packaging advisory services. Strategic approaches to business development.

Business structure of the practice. Practice management. Marketing. Technology. Licensing and regulatory requirements. Personal financial planning process.

Addressing and fixing estate planning mistakes.

Best practices for a high quality and profitable engagement.

Enhanced portals for collaboration. Modern payment solutions: understanding and integrating various payment options into your portal. Effective use of eSignatures. Feature checklist for collaboration tools: what to look for in the latest technology.

Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.