CPE & Event Catalog

SQMS 1 A Firm's System of Quality Management. SQMS 2 Engagement Quality Reviews. SQMS 3 Amendments to SQMS 1 and 2.

Understanding the basic concepts. Comparing periods to identify cash flows. Categorizing the cash flows. Selecting your presentation. Preparing the statement. Preparing disclosures. Documenting your work.

Professional requirements. Engagement acceptance. Gathering information. Preparation of financial statements. Disclosures. Reports. Documentation. Client representation letters. Guidelines for specific presentation. Considerations for an SPF. Compilation requirements.

Determining current tax position. Determining the deferred tax position. Identify any unrecognized tax positions. Considering any special issues. Preparing disclosure.

Determining engagement acceptance. Agreeing upon the procedures. Performing the procedures. Obtaining written agreement of appropriateness. Presenting findings. Obtaining representations. Preparing the report. Preparing documentation.

Determining engagement acceptance. Agreeing upon the procedures. Performing the procedures. Obtaining written agreement of appropriateness. Presenting findings. Obtaining representations. Preparing the report. Preparing documentation.

Understanding the requirements. Enrolling in the program. Understanding the process. Preparing your quality control document. Documenting your monitoring. Scheduling your peer review. Submitting your engagement list. Reviewing your documentation. Being aware of the problem areas. Submitting your engagements. Experiencing your peer review.

Impact of government spending and deficits on your organization. Competing in global economy. Impact of social security funding on employee. Retirement guidance. Growth and sales through distressed company. Acquisition. Pave the way ahead for the financial executive.

Digital strategy formation. Leading digital transformation.

Strategic management. Environment analysis. Industry and competitor analysis. Internal appraisal. Strategical formulation. Strategic choices. Strategic implementation issues. Strategic evaluation and control. Crafting global strategy.

Economic pandemonium. Dealing with enterprise risk compromised. Problems with stretching staff expectations and capabilities. Macroeconomics. Critical risk factors. Strategic and operational risk analysis.

Overview of key federal labor and employment laws. Employee life cycle management. Managing employee relations and conflict resolution. Best practices for HR. Risk management and employer accountability.

Strategic forecasting. Decision tree analysis in strategy. Scenario planning.

The uniform grant guidance. Risk assessment and monitoring. Additional expectations for risk assessments. The consideration of fraud: the fraud triangle. Have a monitoring plan for each recipient. Follow up on all identified problems. The single audit. Internal controls standards. Tools you can use.

Authoritative guidance. Key dates and timelines. Specific entity requirements. Subsequent event classification. Recognized subsequent events. Nonrecognized subsequent events. How best to identify subsequent events. Controls related to subsequent events. Auditor considerations. Special topics

Substantive analytic procedures.

Mindset for impactful feedback. How to make feedback actionable. Checking in.

Succession planning. The succession planning process. Succession training. CEO succession planning. Succession planning metrics. Succession planning failures.

Leadership and succession. Understanding the generations. Understanding influence. Using influence to motivate all generations.

Collaboration methods using Microsoft Office and Microsoft 365. Ways to track changes to sheets and compare different versions of a file. Tools for sharing and responding to comments among a team from within a file.