CPE & Event Catalog

Brazen employee theft. Ayer family trust. Pet first healthcare. Koss corporation.

Key U.S. GAAP accounting principles and SEC reporting requirements.

7 key managing skills. Managing using EQ. That link between manager and leader. Relationships as a trusted advisor.

Definition of a business. The acquisition method. Determining the acquisition date. Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquirer, and more.

Identifying risks to Business Continuity. Differentiating between Business Continuity and Disaster Recovery. Implementing effective backup strategies. Creating an effective Business Continuity/Disaster Recovery plan.

Setting goals and problem solving. Creating a marketing plan. Building rapport with prospects. Asking the right questions. Implementing solutions. Negotiating next steps.

Overview of measurements. Cash flow measurements. Growth measurements. Credit and collection measurements. Financing measurements. Inventory measurements. Product design measurements. Sales and marketing measurements.

Structure, reporting and accounting. Business income, credits and assets. Selected business expenses. Employee compensation and benefits, and more.

Business travel. Business entertainment.

Businesses receiving government assistance.

C corporation characteristics. Shareholders. Payment to shareholders. Methods of accounting. The C corporation tax return. Filing penalties. Corporate penalty taxes. The corporate spin-off.

Keeping pace with industry changes while maintaining your unique professional identity.

Key fraud risks impacting businesses today. Examples of fraud and the monetary impact on victims. How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim.

Credit markets. Credit and collection process. Financial plans. Manage debt/equity mix.

The genesis of accounting controls. The proper balance of control systems. Fraud triggers. Control principles. Cash receipts concepts. Terminating controls.

Types of fraud. Definition of fraud. Why fraud occurs and who commits it. Fraud on audits of financial statements. Fraud and reviews of financial statements. The worst 7 U. S. Accounting fraud cases to date. Fraud and information technology. Fraud and best practices for a CPA.

Sole proprietorship. Partnerships. Limited liability companies. Corporations. S corporations. Basic fringe benefits. Retirement plans. Nonqualified plans.

Business entity tax divide. Sole proprietorship. Partnerships. Limited liability companies. Corporations. S corporations.

Importance of quality control on audits. Why engagement budgets are not used, and how to overcome the barriers to success. Determining useful budget amounts to use as a tool. Better engagement scheduling tips for improved efficiency. Making sure the client is ready on the first day of the audit. Delegating for professional development and leveraging audit hours. Handling difficult delegation scenarios. Better engagement wrap-up tips and techniques.

General ledgers and other ledgers. Trial balance. Journal entries. Closing process. Fine-tune the closing process. Closing cash. Closing accounts receivable. Closing inventory. Closing fixed assets. Closing accounts payable, and more.