CPE & Event Catalog

Define ESG integration. Explain how ESG integration and ESG investing are different, as well as how they may complement one another. Analyze how ESG factors or company initiatives may impact its financial results. Translate company-provided sustainability information into model assumptions. Integrate a company's ESG initiatives into a financial model and see how they may affect company valuation. Explore advanced modeling techniques to improve your Excel skills and to create more dynamic models.

Overview of employee ownership forms. Benefits and challenges of employee ownership. Role of the employee ownership advisor.

Structure, purpose, and features of ESOPs. Tax advantages. Legal considerations.

Structure, purpose, and features of co-ops. Tax advantages. Legal considerations.

Structure, purpose, and features of EOTs. Tax advantages. Legal considerations.

Cost and timelines. Financial analysis. Buy-in from staff and clients.

Lending prerequisites. Funding sources. Financing options.

Documentation and forms. Filing procedures. Ongoing compliance.

Implementation strategy. Communication and guidance.

ESOP types. ESOP benefits. Resources.

Eligibility to receive EIC. EIC rules applicable to everyone. EIC rules that apply only if the taxpayer has a qualifying child. Figuring the amount of the earned income credit. Incidence and factors leading to earned income credit errors. Common earned income credit errors. Claiming EIC after disallowance. Client consequences of EIC disallowance. Tax preparer due diligence a statutory requirement. Failure to meet due diligence requirements.

Earnings management. Financial engineering. Tax planning. Big bath accounting. Accounting policy changes. Round-trip transactions.

Earnings management. Revenue recognition timing. Expense manipulation. Misclassifying expenses. Income smoothing. Cost-cutting timing.

Tax brackets. Tax credits. Deductions. Education credits. Business deductions and credits. Retirement plan contribution and phaseout limits. Gift and estate taxes.

Profit maximization and marginal analysis. Differential calculus. Constrained optimization. Marginal analysis vs incremental analysis. Demand and revenue. Supply function. Types of forecasts, and more.

Business cycle. Gross domestic product. Leading indicators. Coincident indicators. Lagging indicators. Labor-related indicators. Retail sales indicators. Personal income and outlay indicators. Housing and construction indicators. Manufacturing indicators. Price and inflation indicators. Federal reserve reports.

Common economic terms. Planning concerns and implications. Product concept. Elasticity of demand. Supply. Activity based costing. Economic value added.

Work related education expenses. Deduction for student loan interest. Qualified tuition programs. Qualified higher education expenses.

Overview of how firms and businesses currently use automation and outsourcing. Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations. Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology. Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments.

Effective communication as a business professional. Choosing appropriate words. Planning, and constructing professional compositions for all circumstances. Preparing personal resumes and application letters. Reporting. Listening and creating oral presentations. Technology in business communication.