CPE & Event Catalog

Critical audit matters (CAM). PCAOB Expanded audit report. XBRL Footnote disclosure. Textual analysis. Market reaction. Unexpected disclosures. Audit quality. Audit fees.

Building a sustainable business foundation. Managing resources effectively. Implementing strategic growth plans.

Overview of SEC Form 10-K. Specific items in the Form 10-K. Purpose of SEC Form 10-K. Historical background of SEC Form 10-K. Comparison with other SEC filings. Comparison with Form 10-Q. Key regulatory requirements. SEC rules governing Form 10-K. Filing deadlines and compliance. SEC review process. Breakdown of financial statements. Statement of cash flows. Statement of shareholders' equity. Key accounting policies and estimates. Understanding footnote disclosures. Common pitfalls and best practices. Connecting the dots to the 10-K, and more.

Qualified opportunity zones.

FASB Conceptual Framework. FASB's Concepts Statement No. 8.

Applicability of the Green Book. How the Green Book is used. The cost conundrum. The control environment component. The risk assessment component. The control activities component. The information and communication component. The monitoring component. The control development process. The endless loop of internal controls.

Benefit plan audits. Financial statement audit.

Blockchain. Transformative strategic role. Leading vendors. Event study. Market reactions.

ESG reporting.

The impact of litigation on financial statements. Types of legal disputes. Why accurate evaluation matters. Relevant GAAP standards. Probability of litigation outcomes. Evaluating the probability of litigation outcomes. Function of legal counsel. Asserted vs. unasserted claims. Recognition and measurement of legal contingencies. Gain contingencies. Financial statement disclosures.

Overview of the income statement. Revenue and expense presentation of the income statement. Discontinued operations. Comprehensive income. Income statement ratio analysis. Rationales.

Overview of financial statements. Analysis topics. additional public company information. Interpretation of cash and investments, receivables, inventory, fixed assets, other assets, and more

What Sustainability is in today's world and why a business owner should care. How Sustainability Frameworks are starting to shift business. Where accounting fits into the Sustainability and ESG puzzle. The benefits of embracing Sustainability frameworks. A focused look at B Corporation certification.

Introduction to investor relations. Communicating the message. The earnings call. The forward-looking statement. The sell side and the buy side. Short sellers. Share management. Annual meeting planning and voting. The sale of restricted stock. Third party investor relations services.

Overview of lean accounting.

What is a trust? Trust advantages and disadvantages. Trust income tax consequences. Revocable living trusts and probate. Beneficiary. Selected operational issues and examples.

Objective of financial reporting and the reporting entity. Qualitative characteristics of useful financial information. Elements of financial statements. Recognition, measurement, and presentation. Understanding accounting standards updates. Use of accounting estimates. Accounting principle changes. Accounting error corrections.

Accounting basics. The interpretation of financial statements. Discounted cash flow techniques. Capital structure analysis. Business valuation. Product development. Supply chain management. Building and managing teams. Business strategy.

Mindfulness.

Controller job description. Cash management. Credit and collections management. Billing management. Inventory management. Fixed assets management. Accounts payable management. Equity management. Payroll management, and more.