CPE & Event Catalog

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.

Collection tactics. Collection agency. Litigation and bankruptcy tactics.

The basic stages of a turnaround. Turnaround actions. Security interests and collection options. Turnaround legal considerations. The bankruptcy option. The bankruptcy process. Bankruptcy rules.

Effective customer service. The cost of a lost customer. Engage employees. Know the product. Collect information about customers. Get rid of the revenue-first mindset. The multi-lingual conundrum. Customer service metrics.

Effective decision making. Problem solving. Cognitive biases. Stereotypes. Values.

Effective decision-making. Examples of difficult decisions.

Overview of training. Instructional systems design. Training preparation and interaction.

Elements of effective feedback. Proper feedback delivery. Successful feedback seeking.

Innovation theory. Innovation strategy. Innovation development. Excessive innovation effects. Innovation metrics.

Effective internal controls for small businesses.

Leadership and management. Credibility. Leadership based on traits and skills. Path-goal theory. Transformational leadership. Followership. Negative leadership. Leadership training.

Negotiation concepts. Negotiator skills and characteristics. Negotiation preparation. Negotiation tactics. Dealing with failing negotiations. Negotiation outcomes. Employee negotiations. Supplier negotiations. Negotiation measurement.

The importance of sales forecasting. Problems with sales forecasting. Characteristics of the market. Sales forecasting techniques. The forecasting process. Excel forecasting tools. Forecast evaluation.

Positioning of sales within the marketing mix. The sales manager position. The salesperson position. Types of sales strategies. The sales goal breakdown. The sales team. Managing sales opportunities. Managing existing accounts. Types of selling models. Customer relationships. Types of sales force structures, and more.

Effective time management. The time log. The time management plan. Swap tasks. The cost of your time. Dealing with email. The break strategy. Working from home.

Identifying when a workpaper is needed. Constructing an effective workpaper. Leveraging the power of Excel to create a more powerful and fluid workpaper. Differences between workpapers for industry, audit and tax accountants. Referencing. Creating a trail that anyone can follow. How to document to reduce legal risk. Best practices of documentation to improve peer reviews.

Best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued. The SSARS preparation of financial statements nonattest service.

Imposter syndrome awareness. Overcoming self-limiting beliefs. Embracing true worth.

General standards for audit documentation. Key audit elements.