CPE & Event Catalog

Workplace inclusivity. Diversity. Microaggressions.

Overview of intangible assets. Fair value analysis. The fair value concept. Cost approach valuation. Defining assets. Case study. Market approach valuation. Income approach valuation. Internally-generated intangible assets. Valuation issues for specific asset types.

Why internal controls matter. The basics of internal controls: the theory. The basics of internal controls: in practice. Fraud prevention controls and practices. Duplicate payments and their relationship with poor internal controls, and more.

Worksheets and workbooks. Worksheet navigation. Shortcut menus. Creating a workbook, and more.

The nature of inventory. Inventory strategy. Inventory policies, and more.

When to use factoring. How much does a factor make? Selecting a factor. Factor application and setup fees. UCC-1 financing statements. The factoring process. Reasons to change factors. Advantages of factoring. Disadvantaging of factoring.

Connecting with clients. Bank financing. Cash flow management. Know your client.

The key performance indicator. Critical success factors. KPI derivation problems. Key KPI considerations. KPI software.

SOC scope audits of systems of internal controls. Performance and operations. Economic value added. Financing. External funds needed. Debt vs. equity. Accounting. Lean accounting and process mapping. Activity-based costing.

SOC scope audits of systems of internal controls. Performance and operations. Altman Z-Score. ROIC Tree. Economic value added. Financing. External funds needed. Debt vs. equity. Accounting. Lean accounting and process mapping. Activity-based costing.

Revenue recognition. Identifying the contract with a customer. Identifying the performance obligations in the contract. Determining the transaction price. Allocating transaction price to performance obligations. Recognizing revenue when the entity satisfies a performance obligation. Lease transactions. Effective dates for the new standard. Lease classification for a lessee. Subsequent measurement requirements.

The essentials of law firm accounting. Law firm financial statements. Fee revenue. Law firm management reporting. Bad debts. Billing rates. Chargeable hours. Law firm controls.

A new type of workplace diversity.

The goals of a management control system. The control loss continuum. The cost of management control systems, and more.

Management introduction. Objectives and planning. Organization. Organization structures and staffing. Motivation and leadership. Communication and developing employees. Other management tips.

Full fiscal year requirements. Liquidity and capital resources. How to improve MD&A. Comment letter analysis on MD&A.

The essential elements of effective decision-making. Opportunity costs. Implicit costs. Five forces framework. The supply and demand concept. Elasticity of demand, and more.

Managing remotely. A prelude to project management. Five keys to time management. Characteristics of leadership. Work breakdown structure. Five phases of project management. Performance enhancers.

Virtual team problems. Running the virtual team. Communicating with the team. Ideal team members. Collaboration tools. Build relationships. Develop structure. The nature of a virtual meeting. Virtual meeting essentials. Setting meeting rules.

The nuts and bolts. Analysis of cash flow. Cash budgeting and optimal cash balances. Cash forecasting. Managing payables. Collection and credit management. Smart banking. Obtaining cash and borrowing. Loan qualifications and banking relationships.