CPE & Event Catalog

Current landscape of small business accounting software. Strengths and limitations of critical solutions. Effective add-ons and integrations. Implementation strategies.

Common challenges associated with implementing appropriate internal controls in small business environments. Fraud in small business environments. Internal control options in small business accounting software. Understanding the need for application controls and general controls.

Asset misappropriation.

Change from GAAP to an SPF. Financial Statement Theory. Economic Resources & 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.

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.

Economic pandemonium. Dealing with enterprise risk compromised. Problems with stretching staff expectations and capabilities. Macroeconomics. Critical risk factors. Strategic and operational risk analysis.

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.

Social Security and Medicare. Working as a senior. Self-employment and business structure. Retirement plans and savings options. Tax planning for seniors. Deductions and credits. Retirement distributions. Housing and downsizing decisions. Helping family financially.

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.

Tax planning for the average taxpayer.

Emerging technologies all business professionals should know. Considerations associated with upgrading to Windows 11. Practical options for protecting your data. New features in commonly used applications such as Excel and Adobe Acrobat DC.

Overview of the Power Platform and its components. Review examples of business processes that may benefit the most from using automation. Discussion and demonstration of its low-code, no-code app development environment.

The story. Integration with operations. The controlling landscape. Controlling top tips.

Materiality. The audit report. Structure of the report. Related parties. Fraud.