CPE & Event Catalog

Improve auditor and auditee relationship. Useful presentation skills. Auditee communication. Audit findings and response techniques.

Lean systems. Customer value through target costing. The value stream. Improving capacity management and flow. Managing pull through the system. Achieving perfection.

Tips for improving the critical audit skills of inquiry and research.

Evolution of internal control concepts. Revamped 2013 COSO Internal Control - Integrated Framework. Designing an adequate umbrella of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error. Specific internal control considerations and sample documentation for smaller entities. Additional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements.

Understanding the entity and its environment, and the applicable financial reporting framework. Understanding the components of the entity's system of internal control. Considerations for understanding IT. Identifying and assessing the risks of material misstatement.

Forensic accounting.

Key features for choosing a retirement plan for a small business. Key questions an advisor must ask a small business owner to help determine suitability for a retirement plan. Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA. How SEP and SIMPLE IRAs benefit the small business owner. How SEP and SIMPLE IRAs benefit employees of small businesses. The tax benefits that help to offset the cost of employer contributions. How to determine which business is eligible to adopt a SEP or SIMPLE IRA. How to determine which employees must be covered.

Key issues for decedent's estates.

SOC Scope Audits of Systems of Internal Controls Performance and operations Economic value added (EVA) Financing External funds needed (EFN) 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.

Fraud and criminological theories.

A new type of workplace diversity.

Roth early distribution example. IRA rollovers. RMD and QCD examples. Distribution Code 1 and 2 . Net unrealized appreciation example. Form 1099-R.

Critical disclosures related to liquidity, accounting uncertainty, and going concern for nonprofits.

Independence rules are set by the AICPA. Yellow Book. SEC. DOL. PCAOB. State boards of accountancy. State CPA societies. Federal and state agencies. Banking. Insurance. International Ethics.

Differentiating between managing and leading, while highlighting the importance of each Assessing your own natural management and leadership style Adapting management and leadership styles to the specific circumstances Becoming a catalyst for positive change Overcoming barriers to successfully managing and leading Successfully engaging in difficult conversations to minimize performance issues and conflict

Identifying and mitigating fraud.

Managing remotely. A prelude to project management. Five key to time management. Characteristics of leadership. Work breakdown structure. Five phases of project management. Performance enhancers.

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays. How to use legacy features and functions such as AGGREGATE. Creating effective forecasts in Excel.

Ten mistakes that decrease your professionalism. Make a great first impression virtually. Virtual meetings. Persuasive presentation.