CPE & Event Catalog

Acquisition strategies. Acquisition process. Regulatory approval. Exit planning, and more.

The supervisor's role and making decisions. Objectives, supervisory planning and control. Organizing, delegating, and communicating. Motivation and employee development. Building team effort, counseling and appraising. Handling absenteeism, tardiness and conflict, and more.

The concept of money. Money laundering schemes. Asset concealment. Acts pertaining to money laundering. Financial crimes enforcement network. Reporting requirements intended to detect money laundering. Suspicious activity report. Report of foreign bank and financial accounts. Report of cash payments over 10,000 received in a trade or business. Detection of money laundering.

Moore vs. United States. Supreme court ruling. Modern income tax. Realization. Wealth tax.

When is a taxpayer considered self-employed. Business expenses. Business use of a home. Recordkeeping requirements. Schedule c, profit or loss from business.

Nature of tax audit. Minimize IRS tax audit risk. Representing the client before the IRS.

Calendar sharing. Filter clients. Automating emails. Client charging.

Identifying weaknesses in traditional reporting processes. Using leading-edge features in Excel to improve reporting practices. How to work with Power Query to solve common reporting challenges. Adding Slicers and Timelines to your Excel-based reports.

What is a Non-GAAP financial measure? What drove the increase in use of Non-GAAP financial measures. Regulation S-K. Prominent presentation. SEC comment letters.

The disclosure of Non-GAAP information. Regulation G exemptions. Regulations S-K requirements. The prevalence of Non-GAAP financial measures. Validity of Non-GAAP financial measures.

Nonprofit entity. Basic nonprofit accounting concepts. Nonprofit financial statements. Revenue accounting. Government grants. Investment accounting. Inventory accounting. Fixed asset accounting, and more.

The most important issues facing nonprofit entities and their auditors.

Internal controls over reliable financial reporting.

Engagements for which written documentation is required or not required. Documentation for the following types of engagements - audits, reviews, compilations, and preparations. Importance of documentation. Basics for all engagements. Documentation definitions. Form, content and extent. Reviewing documentation. Documentation finalization. Revisions to documentation after the report date. Selected required documentation. Common documentation deficiencies. Preparation engagement. Review engagement. Pro forma compilation engagement. Examination under SSAE. Review under SSAE. Agreed upon procedures engagement under SSAE.

Nonprofit accounting and auditing. Colleges and universities. Voluntary health and welfare organizations. Health care entities. Financial analysis and performance measurement.

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

Introduction to office scripts. Recording your first script. Integration with power automate.

Oil and gas operations. Oil and gas accounting. Successful efforts method. Full cost method. Depreciation, depletion, and amortization. Accounting for production costs, and more.

Economic pandemonium. Extremes or "tails" not seen before. Greater government intervention. Greater risks at operational and strategic levels. Organizations blind-sided with events outside their control. Profound challenges for the financial team. Widely-taught business principles may not work effectively. Macro-economic events may override all micro-factors.

Cash receipt inefficiencies. Optimal accounting for check receipts. Optimal accounting for cash receipts. Optimal accounting for petty cash. Optimal number of bank accounts. Additional controls to consider. Monitoring of optimal systems. Effects of optimal accounting on the annual audit. Impact of optimization on the financial statements. Impact of optimization on closing the books. Impact of optimization on fraud.