CPE & Event Catalog

Common financial statement disclosures for small or medium-sized nonpublic entities.

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.

Identifying common nonprofit reporting errors. Compliance and regulatory impact of mistakes. Effects on transparency and credibility. Preventative financial procedures and policies. Corrective actions and best practices. Building stakeholder trust through accuracy strengthening. Nonprofit financial health overall.

Becoming a stronger communicator. The communication process. Improving oral and written communications. Personality types and their influence on communications. Case studies to summarize the webinar concepts.

Discuss an overview of the three primary audit standard-setting bodies. Compare and contrast the audit standard requirements of the AICPA, IAASB, and PCAOB. Explain certain special issues faced in the United States as it relates to financial statement audits. Describe special considerations when an auditor is required to comply with multiple auditing standards in the same report.

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, and more.

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

Software updates. Passwords. Laptops and desktop computers. Social engineering. Email spoofing. Phishing. Ransomware. Anti-virus and malware. Routine backups. USB drives.

ERTA and TEFRA. Exchanging vs. Installment sales. Code language. Qualified transaction. Like-kind property. Partial tax-deferral. Examples of boot, 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.

Form 3115. Differences between Form 3115 and 1040X.

Overview of constraint management. The ideal constraint management environment. Financial analysis issues, and more.

Construction industry overview. Construction accounting system. Construction-specific accounting. Construction transactions. Construction financial statements. Fixed asset accounting. Payable accounting. Debt accounting. Contingencies. Lease accounting. Payroll accounting. Investments in construction joint ventures. Construction tax issues. Construction accounting controls. Job analysis. Business structures.

Identifying financial risks in construction contracts. Contract negotiation strategies. Delivery method selection and risk allocation. Preconstruction services and subcontractor vetting. Change orders. Management retainage policies and cash flow management.

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

Contract law. Contract terms and conditions. Contracting risks. The request for proposals. Project preparations. Monitoring contract performance. Tender and acceptance. Demobilization and close out. Warranties and remedies.

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

Cash management. Credit and collections management. Billing management.