CPE & Event Catalog

Introduction to cash management. The bank reconciliation. Cash receipts. Types of payments. Investment alternatives. Credit rating agencies. Foreign exchange. Cash management controls.

Overview of corporate finance. Financial planning. The initial public offering. Debt financing. The cost of capital. Working capital management. Investment alternatives. Mergers and acquisitions. Interest rate risk management. Corporate finance measurements.

Corporate governance and risk management. ESG and DEI trends. National infrastructure. Uncertainty and risk considerations.

Business forms and characteristics. Corporate formation and capitalization. Corporate principals and employees. Basic fringe benefits. Business entertainment. Insurance. Retirement plans. Nonqualified deferred compensation. S corporations. Business dispositions and reorganizations.

Corporations definition. Capital gains and losses. Charitable contributions.

Correcting S Corp and partnership basis for ERC.

Cost accounting. Cost accountant job description. Types of costs. Inventory valuation. Job casting. Process costing. Standard costing. Joint and by-product costing, and more.

Overview of cost management. Cost-volume-profit analysis. Constraint analysis. Cost-reduction strategy. Sales and marketing effectiveness. Administration cost reduction. Finance cost reduction. Capital budgeting decisions. Cost management measurements.

Cost management. Cost management principles. Job order costing system. Overhead allocation. Cost-volume profit analysis. Cost behavior analysis. Budgeting system. Controlling cost centers, and more.

Cost segregation and the Investment Tax Credit.

Small audits made easy and profitable. Saving time with quality control. Developing cost-beneficial audit strategies. Audit planning for profits. Illustrative practice aids.

Basic rules. Creating a custom function. Editing and deleting a custom function.

Creating a chart. Editing and updating charts. Formatting and graphics. Creating a default chart. Custom chart types. Different chart types. Scaling. Printing charts. Link excel data into PowerPoint presentations.

Four steps to learning. Four giant steps to leadership. Areas of inter-generational conflict. Model of influence through exchange. The law of reciprocity.

The trusted advisor. Value evolution to revolution. Value pricing internal questions. Update engagement letters.

The role an accounts payable policy and procedures manual plays. Creating the manual. Using the manual. The segregation of duties issue. Reviewing and updating your policy and procedures.

Motivations behind creative accounting. U. S. GAAP susceptible to creative accounting. Ethical implications and legal consequences of creative accounting. The role of corporate governance. Channel stuffing. Overstating asset lives. Underreporting liabilities. Hiding pension obligations. Misclassifying debt as equity.

The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control system documentation. Terminating controls. Credit concepts. Credit process overview.

Credit and collection operations. Credit procedures. Credit controls. Collection procedures. Collection controls. Credit policy. Credit application. Customer credit ratings. Ongoing credit monitoring. Interpretation of financial statements, and more.

Understanding business law. Critical elements of business law. Responsibility of management. Director liability. Duties of corporate management. Types of intellectual property. Contract law. 4 components of a contract.