CPE & Event Catalog

Real estate financing. Housing: the cost of shelter. Investing in real estate.

Records management overview. Record storage systems. Elements of a records management system. Electronic records management.

Retailing relationships. Customer relationships. Strategic planning. Types of retail establishments, and more.

Pricing strategy. Revenue management tactics. Hotel-specific revenue management. Menu engineering.

Why the change in the revenue recognition standards. Evolution of the revenue recognition standard. Five step process for revenue recognition. Financial statement presentation issues, disclosure requirements, and transition guidance. Recent developments.

S corporation invalidation. Reporting violations subchapter S. IRS examinations of S corporations. S corporation dos and don'ts.

Objective of MD&A. Liquidity and capital resources. Results of operations. Critical accounting estimates. Interim reporting requirements. Comment letter analysis on MD&A. Non-GAAP financial measures. Why do regulators care about non-financial measures? Boilerplate concerns. Prominent presentation. SEC comment letters.

ESG regulations. Climate-related risk. Climate-related disclosure resources. Planning considerations. BOD oversight of climate-related risks. Risk management process. Financial statement effects. Financial impact metrics. Non-GAAP financial measures. Regulation G. Regulation S-K. EBIT and EBITDA. MD&A regulations.

Catch-up contribution adjustments for taxpayers aged 60-63. Transfer of 529 plans to Roth IRAs. Inflation adjustments for catch-contributions. Expanded savers matches. Removal of the 25% qualified life annuity limitation, and more.

Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool. The benefits and risks associated with using each approach. Examples of how tools can be used effectively, with examples.

Current landscape of small business accounting software. Strengths and limitations of critical solutions. Effective add-ons and integrations. Implementation strategies.

Introduction to social media. Social media tools. Social media marketing. Launching a social media campaign.

Change from GAAP to an SPF. Financial statement theory. Economic resources and claims. Changes in resources and claims. Recognition and measurement issues. Presentation and disclosure. Disclosure guidelines. Major differences between FRF-SME and the tax basis of accounting. Sections of the FRF-SME.

Accounting for broadcasters. Accounting for cable television. Accounting for film production and distribution. Entertainment. The revenue recognition model. Licenses of intellectual property.

Fundamentals of reporting and analysis. Gross vs. net cash flows. Preparation of cash flow statement.

Understanding the requirements. Enrolling in the program. Understanding the process. Preparing your quality control document. Documenting your monitoring. Scheduling your peer review. Submitting your engagement list. Reviewing your documentation. Being aware of the problem areas. Submitting your engagements. Experiencing your peer review.

Impact of government spending and deficits on your organization. Competing in global economy. Impact of social security funding on employee. Retirement guidance. Growth and sales through distressed company. Acquisition. Pave the way ahead for the financial executive.

Strategic management: an overview. Environment analysis. Industry and competitor analysis. Internal appraisal. Strategical formulation. Strategic choices. Strategic implementation issues. Strategic evaluation and control. Crafting global strategy.

Economic pandemonium. Dealing with enterprise risk compromised. Problems with stretching staff expectations and capabilities. Macroeconomics. Critical risk factors. Strategic and operational risk analysis.

The Uniform Grant Guidance - general principles and basic premises. Risk assessment and monitoring. Additional expectations for risk assessments. The consideration of fraud: the fraud triangle. Have a monitoring plan for each recipient. Follow up on all identified problems. The Single Audit, and more.