CPE & Event Catalog

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.

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.

Different ways to appropriately motivate others for performance, including nonmonetary awards. Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success. Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients. Giving constructive negative feedback to staff, including creating an action plan for improvement.

What is GAAP. Scope consideration. Annual qualitative disclosure requirements. Interim disclosure requirements.

Financial tax planning. Building an estate. Preservation of wealth. Deferral. Reduction. Income splitting, and more.

Understanding GenAI. GenAI players. Tax profession and GenAI. GenAI prompts.

An in-depth exploration of key aspects of retirement planning.

TCJA provisions affecting tax preparation. Itemized deductions. Schedule A. TCJA provisions affecting individuals. Estate and gift tax exclusion. Business-related TCJA provisions affecting individual taxes. Schedule C provisions.

Filing the last married tax return. Dividing the house. Dividing the investments. Dividing the pensions. Alimony and child support. Premarital agreement. Last married tax return.

Practical tax planning techniques.

Federal K-1. Tax Planning for PTET Credits.