CPE & Event Catalog

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

Getting started as an investor. Financial markets. Investment process. Return and risk. Fundamental analysis, and more.

Business strategies and operations management. Managerial decision making. Scheduling and sequencing. General management, and more.

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.

Retirement planning .

Soft close overview. Overhead allocations. Intercompany eliminations. Reserve account updates. Revenue accruals.

Statement of cash flow. Cash flow analysis.

Tax impact - not GAAP. Tax terms - accounting method. Internal revenue code. Treasury regulations. Internal revenue manual.

FASB concepts. Objective of general purpose financial reporting. Fundamental qualitative characteristics. Elements of financial statements.

The rules for making contributions to Traditional IRAs and Roth IRAs.

Roth 401(k) contribution rules. Direct and indirect Roth conversions. Direct and indirect Roth rollovers from qualified plans.

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

Year-end close. Receivables yea-end. Inventory year-end. Fixed assets year-end. Payables year-end. Payroll year-end. Public company year-end. Closing checklist.

Types of audit engagements. The nature of GAGAS requirements. Independence and professional judgement. Competence. Quality control and peer review. Standards for financial audits. Compliance with GAGAS.

Determining an appropriate sense of quantitative and qualitative materiality. Identifying the critical components of the financial statements that matter most to financial statement users. Evaluating where the financial statements are most likely to contain material fraud and error and ensuring adequate internal control and monitoring to mitigate those risks.

Fundamentals. Practical applications.

Advanced Automation Strategies: Best practices for starting or enhancing your automation journey. Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools. Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows. Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects.

Required Minimum Distribution. SECURE act 2. 0. Who is subject to RMDs by Account Types? How to calculate owner RMDs. Determining the FMV. QCDs as RMD: Case Studies.

The top accounting, financial reporting, operational, compliance, and other challenges that nonprofits face.

Best practices for creating, editing, and managing PDFs. The process for creating and distributing PDF forms. Integrating PDFs with other applications. Securing your PDFs.