CPE & Event Catalog

Analytical procedures for nonprofits.

Introduction to management accounting. Accumulation of costs. Break-even and cost-volume-profit analysis. Budgeting for profit planning and financial modeling. Performance evaluation, transfer pricing, and decentralization. Long-term investment and capital budgeting decisions.

Terms of engagement - Au-C Section 210. Auditor's communication with those charged with governance - AU-C Section 260. External confirmations - AU-C Section 505. Written representations - Au-C Section 580. Communicating internal controls matters identified in an audit - Au-C Section 265. Audit evidence - litigation, claims, and assessments - Au-C Section 5001.

Applying the new expected credit loss model.

Identify threats. Evaluating the significance of threats. Identify and apply safeguards. Evaluating the effectiveness of safeguards. Documenting threats and safeguards. Adverse interest threat. Advocacy threat. Familiarity threat. Management participation threat. Self-review threat. Undue influence threat.

Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.

Fraud studies and statistics. Fraudulent financial reporting risk factors. Misappropriation of assets. Auditing. Identifying and assessing risks. Assessment results response. Revenue recognition fraud. Disclosure failures. Studying fraud schemes.

Asset protection. Trusts. Divorce.

Introduction to asset protection. Insurance. Asset placement. Bankruptcy. Avoiding tax on debt cancellation and foreclosure. Divorce settlements and divisions. Protecting assets from old age and catastrophic illness, and more.

Financial tax planning. Deferral. Income splitting.

Financial tax planning. Deferral. Income splitting.

Website. Directories. Content marketing. SEO. Social media. Online ads.

Audit documentation.

Red flags in financial and revenue reporting. Financial statement irregularities. Key financial ratios and benchmarks. Unusual accounting practices. Using analytics and trend analysis. Revenue recognition red flags.

Avoiding peer review deficiencies.

Red flags in financial and revenue reporting. Financial statement irregularities. Key financial ratios and benchmarks. Unusual accounting practices. Using analytics and trend analysis. Revenue recognition red flags, and more.

Common reasons for modifying audit opinions. Emphasis-of-matter or other-matter explanatory paragraphs. General audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosure. Drafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and more. Improving the footnote drafting process.

Objective of financial reporting and Inter-relationships of financial statements and disclosures. Special purpose framework financial statements and the impact on audits. Types of audit reports, including reasons for modification. Financial statement drafting and issuance process. Performing a final quality control check before report release.

Audit skills.

Audit and attest quality matters.