CPE & Event Catalog

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.

Quality management and benchmarking. Principles of TQM. Two different views concerning optimal quality costs. Quality cost and performance reports. APQC's benchmarking methodology. Benchmarking code of conduct. Basic requirements of an ISO QMS.

New features in QuickBooks Desktop and QuickBooks Online. Enhancing internal controls in QuickBooks-based environments. Improving financial and operational reporting when using QuickBooks and QuickBooks Online. Best practices for setting up companies.

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

Introduction to accounting. Initial real estate costs. Purchase of income-producing property. Real estate sales. Nonmonetary exchanges, and more.

Real estate accounting. Basic accounting. Mathematics of finance. The basic use of numbers. Annual percentage rate. Discounting second mortgages, and more.

Real estate financing. Housing: the cost of shelter. Investing in real estate.

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.

Records management overview. Record storage systems. Elements of a records management system. Electronic records management.

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.

Retailing relationships. Customer relationships. Strategic planning. Types of retail establishments, and more.