CPE & Event Catalog

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.

Overview of recently effective auditing standards. Upcoming auditing standards. New and clarifying accounting standards guidance.

Common compliance errors in retirement plans. Correction options under IRS and DOL rules. Impact of SECURE and SECURE 2.0 legislation.

Employee compensation and benefits. Fringe benefits. Equity participation.

Employee onboarding.

Employee retention credit guidance. ERC first wave. Full or partial suspension. Telework. Supply chain disruptions. Gross receipts. Qualified wages. Claiming ERC.

ERC voluntary disclosure program eligibility. ERC VDP terms. ERC VDP process. ERC VDP consideration.

Employee stock options.

Distinguishing between an independent contractor and an employee.

Understanding the role of specialists in accounting. Drivers behind specialist use. Evaluating specialist qualifications. Standards that reference or imply specialist use. Transactions involving valuation and economic specialists. Transactions involving legal, actuarial, and tax specialists. Reviewing specialist work and interactions with auditors. Management's role in evaluating specialist work. Communicating with auditors about specialists.

Contract structuring for cash flow appearance. Third-party and related-party transaction engineering. Prepayments. Deposits and structured settlements.

Risk management. Treasury risk management. Sales and marketing risk management. Supply chain risk management. Production and distribution risk management. Human resources risk management. Accounting risk management. Information technology and systems risk management. Contingency planning. Insurance. Risk in financial analysis. Risk measurements and reports.

Best practices for enterprise-wide risk management.