CPE & Event Catalog

Overview of the income statement. Revenue and expense presentation of the income statement. Discontinued operations. Comprehensive income. Income statement ratio analysis. Rationales.

Overview of financial statements. Analysis topics. additional public company information. Interpretation of cash and investments, receivables, inventory, fixed assets, other assets, and more

What Sustainability is in today's world and why a business owner should care. How Sustainability Frameworks are starting to shift business. Where accounting fits into the Sustainability and ESG puzzle. The benefits of embracing Sustainability frameworks. A focused look at B Corporation certification.

Introduction to investor relations. Communicating the message. The earnings call. The forward-looking statement. The sell side and the buy side. Short sellers. Share management. Annual meeting planning and voting. The sale of restricted stock. Third party investor relations services.

Overview of lean accounting.

What is a trust? Trust advantages and disadvantages. Trust income tax consequences. Revocable living trusts and probate. Beneficiary. Selected operational issues and examples.

Objective of financial reporting and the reporting entity. Qualitative characteristics of useful financial information. Elements of financial statements. Recognition, measurement, and presentation. Understanding accounting standards updates. Use of accounting estimates. Accounting principle changes. Accounting error corrections.

Accounting basics. The interpretation of financial statements. Discounted cash flow techniques. Capital structure analysis. Business valuation. Product development. Supply chain management. Building and managing teams. Business strategy.

Mindfulness.

Controller job description. Cash management. Credit and collections management. Billing management. Inventory management. Fixed assets management. Accounts payable management. Equity management. Payroll management, and more.

Management philosophies. Planning activities. Organizational structures. Leadership. Motivating employees. Corporate culture. Change management. Employee recruiting and appraisal.

Behavioral profiling. Psychology and reasoning related to both investigators and perpetrators.

Remote work. Efficient work. CPA licensure model. The office of tomorrow.

Individual and business tax provisions found in the OBBBA.

Business strategies and operations management. Managerial decision making. Scheduling and sequencing. General management. Planning. Total quality management. Effective leadership, and more

Accounting ethics and recent trends. Ethical considerations for remote employees.

Internal controls in AP functions. The building blocks of creating internal controls. Common AP practices. Segregation of duties. Controls around review and approval process. Periodic review.

Accounting estimates in GAAP and their risks. Risks and challenges in using estimates. Examples of key estimates. Fair value measurements. Impairment of goodwill and other intangible assets. Contingent liabilities. Revenue recognition. Pension and other post-retirement benefits. Income taxes. Allowance for doubtful accounts. Stock-based compensation. Asset retirement obligations. Auditing accounting estimates, and more.

Business owner's taxable income below threshold. When taxable income exceeds the threshold. When taxable income is within phase-in range. Specified services trades or businesses.

Retirement distribution planning.