CPE & Event Catalog

Invoice delivery methods. Slow internal invoice approval. No purchase order number or name of requisitioner. Invoices sent to wrong person or place. Manual data entry required. Duplicate submission of invoices. Invoices missing other information. Second invoices with different invoice numbers. Addressing other invoice challenges.

Comparing the audit standards.

Budgeting and profit planning. Managing cash and receivables. Buying and selling products and services. Scheduling, planning, and efficiency measures. Measure business performance. Adequacy and cost of insurance coverage. Buying or selling a business.

Financial tax planning. Building an estate. Preservation of wealth. Deferral. Reduction. Income splitting. Elimination. Asset protection. Estate planning.

Computer fraud, attacks and abuse. Preventing and detecting computer fraud and abuse.

Computer and data security basics for the CPA.

ERTA and TEFRA. Exchanging vs. installment sales. Code language. Qualified transaction. Like-kind property, and more.

What is a remote audit? Remote audit tools. Remote audit planning. Skepticism.

Conflict identification. Conflict management alternatives. Conflict assessment. The conversation. Conflict situations. Project conflicts. Conflict prevention and positive outcomes.

Conquering Form 3115.

Construction industry overview. Construction accounting system. Construction-specific accounting. Construction transactions. Construction financial statements, and more.

Social media strategy. Unique content posting. Engaging content creation. Maximizing content.

Inventory management. Fixed assets management. Accounts payable management. Equity management.

Cash management. Credit and collections management. Billing management.

Closing the books. Financial statements. Public company financial reporting. Management reports.

Controller job description. Payroll management. Department management. Budgeting. Capital budgeting. Computer system selection and installation.

Coronavirus tax summary. Consolidated appropriations act. American rescue plan act.

Introduction to cash management. The bank reconciliation. Cash receipts. Types of payments. Investment alternatives. Credit rating agencies. Foreign exchange. Cash management controls.

Overview of corporate finance. Financial planning. The initial public offering. Debt financing. The cost of capital. Working capital management. Investment alternatives. Mergers and acquisitions. Interest rate risk management. Corporate finance measurements.

Corporate governance and risk management. ESG and DEI trends. National infrastructure. Uncertainty and risk considerations.