CPE & Event Catalog

Fast track retirement planning. Assets. Social security. Distributions from retirement plans. Estate planning.

Changes in various tax limits. Tax credit changes. PPACA related tax changes. Changes in Archer MSAs, HSAs, and IRAs. Secure Act 2.0.

Fiduciary accounting. Initial and subsequent transactions. Carrying value. Asset topics. Undistributed income. Allocation topics. Administration charges. Cash accounts. The total return concept. The fiduciary's power to adjust. Significant laws.

The complexities of tax preparation after the death of a client.

Overview of financial analysis. Accounting issues impacting the financials. Cost-volume-profit analysis. Cost object analysis. Credit decisions. Financial leverage. Dividend analysis. Interest rate risk analysis. Managing the rate of growth. Discounted cash flow techniques. The lease or buy decision. The enhancement of shareholder value.

Budgeting and financial forecasting. Risk, return and valuation. Determining cost of capital and capital structure decisions. Short term financing. Long term debt and stocks. Business combinations and reorganizations.

Fundamentals for nonprofits. Accounting concepts and principles. Cost-volume-revenue analysis. Financial statement analysis and performance measurement. Forecasting methods, and more.

Financial forecasting. Financial modeling. Cash forecasting. Microsoft excel modeling.

Forecasting and managerial planning. Forecasting, budgeting and business valuation. Moving averages and smoothing methods. Time series analysis, classical decomposition and forecasting with no data. Indirect methods and evaluating forecasts. Sales and revenue forecasting and forecasting the economy. Financial forecasting, and more.

Financial markets and intermediaries. Interest rates. Central banking and monetary policy. Money markets. Capital markets. Foreign exchange markets. Derivatives markets.

Reasons for financial statement analysis. Analyzing financial statements. Users of financial statements. Analyzing financial statements. Concerns of users of financial statements. Types of financial statement analysis. Gross profit analysis. Steps to break-even analysis. Horizontal & vertical analysis. Ratio analysis. The overall cash flow pipeline. Measures of earnings quality. Reasonableness of earnings relationship to cash flow.

Fixed asset classification. Capital budgeting fixed assets. Fixed asset recognition. Asset retirement obligations. Fixed asset depreciation. Fixed asset disclosures. Fixed asset record keeping. Fixed asset audit procedures.

The fixed asset register. Ghost assets. Zombie assets. The depreciation problem. Laptop computer controls. Reducing the cost of fixed asset controls.

Fraud focus case: FTX. The company. The fraud. Nature of fraud. The collapse. Arrest. Bankruptcy and investigation. The auditors. Fallout.

Objectives of forensic accounting. Engagement planning. Evidence gathering. Analysis and examination. Bradford's law analysis. Reporting and documentation. Litigation support and follow-up.

Forensic analytics. Forensic analytics steps. Excel data importing and scrubbing. Excel forensic analysis techniques. Supplier-specific analytics.

Breakdown of financial statements. Balance sheet. Key accounting policies and estimates. Understanding footnote disclosures.

Introduction to SEC form 10-K requirements. Overview of sec form 10-K. Key regulatory requirements. SEC review process.

Purpose and importance of MD&A. SEC requirements related to MD&A. SEC's watchful eye on MD&A.

Internal control over financial reporting. Risk factors. Regulatory guidance. Best practices for risk factors. Internal control over financial reporting. Executive compensation. Corporate governance disclosures.