CPE & Event Catalog

The sources of tax law. Types of taxes. Tax credits. Long-term business assets. Business losses. Payroll issues. Payroll tax withholdings. Tax remittances. Remittance method. Fringe benefits. Pension plans. Retirement planning services, and more.

Social engineering fraud schemes. BEC scam.

Introduction to social media. Social media tools. Social media marketing. Launching a social media campaign.

Tax economics. Installment sales and time value of money. Mortgage finance. Homes sales and like-kind exchanges. Involuntary conversions. Passive loss and at-risk rules, and more.

Change from GAAP to an SPF. Financial statement theory. Economic resources and claims. Changes in resources and claims. Recognition and measurement issues. Presentation and disclosure. Disclosure guidelines. Major differences between FRF-SME and the tax basis of accounting. Sections of the FRF-SME.

Accounting for broadcasters. Accounting for cable television. Accounting for film production and distribution. Entertainment. The revenue recognition model. Licenses of intellectual property.

Overview of standard costing. How to create a standard cost. How to account for standard costs. The controllable variance. How to report variances.

Fundamentals of reporting and analysis. Gross vs. net cash flows. Preparation of cash flow statement.

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.

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.

Strategic management: an overview. 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.

Small audits made easy and profitable. Saving time with quality control. Developing cost-beneficial audit strategies on small audits. Audit planning for profits. Understanding internal control and making it pay. Understanding risk assessment standards and financial assertions, and more.

The Uniform Grant Guidance - general principles and basic premises. 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, and more.

Best practice techniques for strengthening substantive analytic procedures.

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