CPE & Event Catalog

Cost management. Cost management principles. Job order costing system. Overhead allocation. Cost-volume profit analysis. Cost behavior analysis. Budgeting system. Controlling cost centers, and more.

Cost segregation and the Investment Tax Credit.

Small audits made easy and profitable. Saving time with quality control. Developing cost-beneficial audit strategies. Audit planning for profits. Illustrative practice aids.

Basic rules. Creating a custom function. Editing and deleting a custom function.

Creating a chart. Editing and updating charts. Formatting and graphics. Creating a default chart. Custom chart types. Different chart types. Scaling. Printing charts. Link excel data into PowerPoint presentations.

Four steps to learning. Four giant steps to leadership. Areas of inter-generational conflict. Model of influence through exchange. The law of reciprocity.

The trusted advisor. Value evolution to revolution. Value pricing internal questions. Update engagement letters.

The role an accounts payable policy and procedures manual plays. Creating the manual. Using the manual. The segregation of duties issue. Reviewing and updating your policy and procedures.

Motivations behind creative accounting. U. S. GAAP susceptible to creative accounting. Ethical implications and legal consequences of creative accounting. The role of corporate governance. Channel stuffing. Overstating asset lives. Underreporting liabilities. Hiding pension obligations. Misclassifying debt as equity.

The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control system documentation. Terminating controls. Credit concepts. Credit process overview.

Credit and collection operations. Credit procedures. Credit controls. Collection procedures. Collection controls. Credit policy. Credit application. Customer credit ratings. Ongoing credit monitoring. Interpretation of financial statements, and more.

Understanding business law. Critical elements of business law. Responsibility of management. Director liability. Duties of corporate management. Types of intellectual property. Contract law. 4 components of a contract.

Moving IRA methods. Employer plan assets. Account identification. Unintended distributions. Fix mistakes.

Upcoming tax law changes. Estate planning strategies. Long-term tax planning. Client tax advising.

Financial success, retaining clients through superior client service, and developing other professionals.

Dewy and LeBouef. ContinuityX. Financial statement fraud. Auditor deception cases.

Crowdfunding overview. Regulating crowdfunding. Regulation D and Regulation A plus. Stock valuation.

Crypto adoption ethical concerns. Blockchain uses. Cryptocurrency taxation. Cryptocurrency reporting changes.

What is blockchain? Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.

What is blockchain? Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.