CPE & Event Catalog

Financial instrument terminology and definitions. Fair value, orderly transactions, and market participants. Debt, equity, and security. Cash and cash equivalents. Receivables and loans. Life insurance contracts. Credit losses.

Derivative and hedge accounting.

The CFO position. Strategic planning. Risk management. The control environment. Performance measurements. Mergers and acquisitions. Budgeting and forecasting. Product pricing, and more.

Hot topics for tax and estate planning in 2024.

Bookkeeper position. Bookkeeping basics. Chart of accounts. Ledger concept. Closing books. Financial statements. Interpretation of financial statements. Bookkeeping controls. Sales and collection activities. Cash processing, and more.

Current cryptocurrency tax regulations. Most common cryptocurrency compliance issues. Analyze the future of decentralized finance. Identify key arguments of the cryptocurrency cult. Recommend if cryptocurrency transactions are efficient or inefficient.

Applicability f the Green Book How the Green Book is Used The Cost Conundrum The Control Environment Component The Risk Assessment Component The Control Activities Component The Information and Communication Component The Monitoring Component The Control Development Process The Endless Loop of Internal Controls

ESG.

The impact of litigation on financial statements. Types of legal disputes. Why accurate evaluation matters. Relevant U. S. GAAP standards. Probability of litigation outcomes. Evaluating the probability of litigation outcomes. Function of legal counsel. Asserted vs. Unasserted claims. Recognition and measurement of legal contingencies. Gain contingencies. Financial statement disclosures.

Overview of the income statement. Revenue and expense presentation of the income statement. Discontinued operations. Comprehensive income. Income statement ratio analysis. Rationales.

Introduction to investor relations. Communicating the message. The earnings call. The forward-looking statement. The sell side and the buy side, and more.

Overview of lean accounting. Lean customer billing. . Lean cash receipts. Lean accounts payable. Lean payroll. Lean financial statements. Lean credit management, and more.

What is a trust? Trust advantages and disadvantages. Trust income tax consequences. Revocable living trusts and probate. Beneficiary. Selected operational issues and examples.

Controller job description. Cash management. Credit and collections management. Billing management. Inventory management. Fixed assets 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.