CPE & Event Catalog

Evolution of fair value. Measurement. Valuation techniques and inputs. Auditing fair value measurements and disclosures. Fair value option. Fair value controversy.

The foundation of the accounts payable function. Master vendor file: where the process should begin. Invoice processing. Checks: the original payment vehicle. Corporate procurement cards: streamlining the payment process for small purchases. Electronic payments: the most efficient payment process, and more.

Project management principles. Structure of audit projects. Processes and tools. Audit management software. Project sponsor. Project management plan. Project goals. Metric and standards of success. Clear roles and responsibilities. Risk assessment and management. Establishing dates of action. Communication management. Avoiding scope creep.

Standards and fundamentals. Comparing actuals to standards or expectations.

AU - C 700 Series. Significant changes to the auditor's report. SAS No. 134. SAS 135, omnibus statement on auditing standards. SAS 141. Audit evidence. Auditing accounting estimates and related disclosures. SAS 144.

UG update procurement and the supplement. Prior confusion and thresholds. Micro-purchases. Small purchases. Subrecipient monitoring and management. Indirect cost rate. Major program determination. High-type B programs. Direct and material compliance requirements. Internal controls. A walk-through of Part 6.

SOC scope audits of systems of internal controls. Performance and operations. Economic value added. Financing. External funds needed. Debt vs. equity. Accounting. Lean accounting and process mapping. Activity-based costing.

SOC scope audits of systems of internal controls. Performance and operations. Altman Z-Score. ROIC Tree. Economic value added. Financing. External funds needed. Debt vs. equity. Accounting. Lean accounting and process mapping. Activity-based costing.

The most important issues facing nonprofit entities and their auditors.

General principles and basic premises. Acronyms and definitions of uniform administrative requirements. General provisions. Pre-federal award requirements. Post-federal award requirements.

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.

S corporation invalidation. Reporting violations subchapter S. IRS examinations of S corporations. S corporation dos and don'ts.

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.

2 CPR 200, Subpart E - general principles and basic premises. Test of cost allowability. Composition of costs. Selected items of cost. Compensation for personal services. Costs for services. Buildings and equipment costs. Additional selected items of cost.

Communication challenges. Get to know the client during audit engagement. Theory vs. Practice. Using emotional intelligence to manage relationships. Trusted advisor characteristics. The six steps to creating influence.

Current audit requirements.

7 habits of effective auditors.

Accounting information systems and packages. Computer software in managerial accounting. Information security and data protection. The accountant and the networked environment. The accountant and database management systems. Information systems and financial analysis.

Accounting estimates.

Auditor overall responsibilities. Evaluating methods of estimation. Identification and evaluation of significant assumptions. Auditor derived expectations. Evaluating post-measurement date evidence. Evaluating audit results. Audit challenges. Best practices when auditing accounting estimates.