CPE & Event Catalog

The nature of inventory. Inventory strategy. Inventory policies. Materials planning and forecasting. Purchasing activities. Inventory receiving. The impact of production on inventory, and more.

Investing basics. Baseline investing activities. Individual retirement accounts. Investing in stocks. Investing in lending arrangements. Investing in funds. Working with brokerage firms. The interpretation of financial statements. Investing metrics.

Investing in alternative assets. Dangers of investing in alternative assets. Up front analysis work. Art investments. Collectibles investments. Credit investments. Cryptocurrency investments. Equity investments. Farmland investments. Infrastructure investments. Life settlements. Property investments. Tax liens. Weather derivatives.

Planning around new tax laws. Investing in virtual currency.

When to use factoring. How much does a factor make? Selecting a factor. Factor application and setup fees. UCC-1 financing statements. The factoring process. Reasons to change factors. Advantages of factoring. Disadvantaging of factoring.

Understanding and assessing risk and return and matching to expected return Investment vehicles. Designing an asset allocation portfolio in today's environment for different stages of life. Solidify an appropriate investment strategy based on risk. Helping clients stay on top of potentially life-altering situations. Help clients understand the intricacies of investment planning. Investment markets and the effects of world events. Dealing with increasing client concerns.

Alignment with IFRS. Types of Islamic business entities. The concept of Zakat. The concept of Sukuk. Islamic financial statements. Sharia auditing. Users of Islamic accounting information.

Connecting with clients. Bank financing. Cash flow management. Know your client.

Key trends and statistics. Social anxiety. Work addiction. Reducing the number of hours spent working overtime.

The nature of cybercrime. Staying current on cyberthreats and avoidance strategies. The Gramm-Leach-Bliley Financial Modernization Act. Penalties for unauthorized disclosure or use of taxpayer information. Probability of experiencing a data breach, and more.

Key features for choosing a retirement plan for a small business. Key questions an advisor must ask a small business owner to help determine suitability for a retirement plan. Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA. How SEP and SIMPLE IRAs benefit the small business owner. How SEP and SIMPLE IRAs benefit employees of small businesses. The tax benefits that help to offset the cost of employer contributions. How to determine which business is eligible to adopt a SEP or SIMPLE IRA. How to determine which employees must be covered.

Key issues for decedent's estates.

The key performance indicator. Critical success factors. KPI derivation problems. Key KPI considerations. KPI software.

SOC Scope Audits of Systems of Internal Controls Performance and operations Economic value added (EVA) Financing External funds needed (EFN) Debt vs. equity Accounting Lean accounting and process mapping Activity-based costing

SOC scope audits of systems of internal controls. Performance and operations. Altman Z-Score. ROIC Tree. Economic value added. Financing. External funds needed. Debt vs. equity. Accounting. Lean accounting and process mapping. Activity-based costing.

Summary of key SEC regulations.

Current priorities in governmental accounting and financial reporting.

Significant changes in the 2024 Single Audit Compliance Supplement.

Asset acquisition vs. business combination. Single or similar asset threshold. Substantially all assessment. Organized workforce consideration. Outputs are present. Presence of goodwill.

LGBTQ community. LGBTQ terminology. Workplace challenges. Effective communication. Legal framework and ethical practices. Inclusive strategies.