CPE & Event Catalog

Organizational value. Balance sheet value, investor value, and societal value. Data driven organization. Cybersecurity functions. Cybersecurity threats. ESG. Responsible investing.

Ensure detailed, accurate financial statements and break down fees by service line. Explore current market valuations for accounting and tax firms. Learn how to calculate Seller Discretionary Earnings to assess firm value. Understand how location, remote client mix, client interaction, and services impact valuation. Discover how seller financing, revenue guarantees, and outside lending affect deals. Avoid common mistakes that can derail a sale. Hear what's happening in the PE space and their growing interest in accounting firms.

Cost principles for federal grants. Allowable costs. Arms-length transactions. Allocability. Charges relate to benefits. 2 CFR Section 200.405 allocable costs. Consistent treatment. Inconsistent treatment of unemployment insurance taxes. Adequate documentation.

General Standards AR-C Section 60. Engagement principles under SSARS. Definitions and requirements. Client relationships and engagements.

Tax economics. Business planning. Deferred compensation plans. Basic fringe benefits. Business entertainment. Business travel and transportation. Insurance. Equity participation. Estate planning.

Internal control.

Send the invoice to the right place. Create an accurate invoice.

Financial planning framework. Financial planning in tax practice. Business model complications.

Understanding AI tools available today. Creating accounts in AI platforms. Querying data from AI platforms. Customizing your AI subscriptions.

1099 information for bond premiums and qualified dividends. Reporting on Forms 1040 and 1041. Covered securities. Non covered securities. Bond premium. Bond acquisition premium. Accrued market discount.

The state of the standards. Accounting and auditing standards in the United States. Reporting on the going concern assumption for compilations and reviews.

Governmental going concern issues. Risk assessment procedures. Auditor's issues. Communication issues. Auditor best practices.

The nature of goodwill. The nature of goodwill impairment. The nature of a reporting unit. Overview of goodwill impairment accounting.

Business combination refresher. Initial recognition of goodwill. Overall accounting for goodwill. Impairment testing requirements. Income tax considerations. Goodwill impairment accounting alternative. Goodwill disclosures for public entities. Goodwill disclosures for accounting alternative.

Governmental accounting overview. Fund accounting. Basis of accounting and measurement focus. Reporting capital assets. Reporting liabilities. Budget and budgetary accounting. Common accounting transactions. Classification and terminology. Financial reporting entity, and more.

AU - C 700 Series. Significant Changes to the Auditor's Report. SAS No. 134. Illustrative Report. SAS 135, Omnibus Statement on Auditing Standards - 2019. SAS 141. Audit Evidence. SAS No. 143. SAS 144.

UG Update Procurement and the Supplement. Prior confusion and thresholds. Micro-purchases. Small purchases. Subrecipient monitoring and management. Indirect cost rate. Major program determination. High-Type B Programs. Direct and material compliance requirements. Internal controls. A walk-through of Part 6.

Project management principles. Structure of audit projects. Processes and tools. Audit management software. Project sponsor. Project management plan. Project goals. Metric and standards of success. Clear roles and responsibilities. Risk assessment and management. Establishing dates of action. Communication management. Avoiding scope creep.

Standards and fundamentals. Comparing actuals to standards or expectations.

Guide to analytical procedures. Levels of assurance provided. Examples of analytical procedures. Analytic procedure case study. Proposal adjustments based on analytical procedures.