CPE & Event Catalog

Overview of project management. Planning and controlling projects. Project management concepts and process. Using the work breakdown structure to plan a project. Project scheduling. Project control and evaluation. Project control using earned value analysis. Life-cycle costing and target costing. Economic feasibility study for a capital investment project. Managing project risks. Project communication and documentation.

Capital gains. Home sales. Foreclosure and repossession. Involuntary conversions. At-risk limits.

The fiduciary nature of property management. Chart of accounts. Basis of accounting. Sample entries. Ordinary repairs and capital expenditures. Property management financial reports. The rental ledger. Common interest realty associations. Essential property management measurements.

Definition and importance. Key terminology. Common types of cyber threats. Cyber threats specific to finance professionals. Impact of cybersecurity breaches on financial institutions. Best practices and tools. Best practices for safeguarding financial data. Strong password policies, and more.

Public company environment. Earnings per share reporting. Segment reporting. Interim reporting. Stock issuances accounting. Debt accounting, and more.

Public utility accounting issues. Asset and liability accounts. Income and expense accounts. Capital asset accounting. Materials and supplies inventory. Payroll accounting. Utility rate design.

Purchasing controls. The genesis of accounting controls. The nature of risk. Fraud triggers. Purchasing concepts. Additional accounting policies.

Plan conditions. IRC. Designated ROTH accounts. Required minimum distributions. RMDs from qualified plan. Lump sum distributions. Tax withholding on distributions. Rollover issues.

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

Accounting methods. Tax impact of real estate acquisitions. Tax impact of rental and leasing agreements. Landlord and tenant transactions. Foreclosures. Sale of real estate. Tax management strategies.

The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control principles. Terminating controls. Controls education. Receiving concepts.

Applying the acquisition method. Recognizing and measuring assets and liabilities. Recognition conditions. Recognition of specific assets acquired and liabilities assumed. Intangible assets. Accounting alternative for eligible entities. Leases acquired. Exceptions to the recognition requirement. Measuring assets acquired and liabilities assumed. Measurement principle exceptions.

Recruiting. Hiring.

Balancing career and motherhood.

Related Parties under IRC Section 267. Related Parties under IRC Section 707. Related Parties under IRC Section 1239.

14 day or 10% rule. Basics of rental rules. Vacation home rules. Renting to relatives. Counting days and ordering rules. Depreciation. Personal home converted to rental. Sale of personal residence. Schedule E or C. Short-term rentals.

Significance of the retirement plan beneficiary. When to designate a beneficiary. New class of beneficiary. Primary vs. contingent. Beneficiary required distributions. Trusteed IRA.

Deferred compensation. Vesting. Individual plans. Tax-free rollovers.

Applying Topic 606.

Revenue analysis. Margin analysis. The price component. The volume component. The mix component. The cost component.