CPE & Event Catalog

Invoice delivery and processing. Payment technologies. Regulatory issues affecting the payment process. Travel and entertainment. Master vendor file and the raft of new frauds focused on it. Staffing.

Often ignored best ap control practices. New best practices that tighten controls. When best practices are lacking. The master vendor file issues. New master vendor file control issue.

Invoice handling. Payments. Basic regulatory issues impacting AP. Fraud prevention. Unlocking hidden cash reserves.

Written policies and procedures. Accounts receivable process overview. Sales and the accounts receivable management process. Customer credit analysis. Financial ratio analysis. Altman Z score, and more.

Direct costs. Overview of activity-based costing. The bill of activities. The cost hierarchy. Overhead costs in detail. The best circumstances for activity-based costing.

Activity-based costing. ABM outputs. ABM implementation. ABM best practices. Reporting of ABM results. ABM advantages. ABM problems.

Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and audits. Critical elements of compilation, review, and audit reports. Impact of special purpose accounting frameworks and other special issues. Exercise on designing inquiries and analytics in a review. Case study differentiating the scope of various non-attest and attest services. Avoiding litigation risks in accounting services.

Leveraging cash management services. Importance of cash management for business. Identifying your target cash clients. Service models. Harnessing modern cloud-based tools. Pricing and packaging advisory services. Strategic approaches to business development.

Business structure of the practice. Practice management. Marketing. Technology. Licensing and regulatory requirements. Personal financial planning process.

Addressing and fixing estate planning mistakes.

Best practices for a high quality and profitable engagement.

Enhanced portals for collaboration. Modern payment solutions: understanding and integrating various payment options into your portal. Effective use of eSignatures. Feature checklist for collaboration tools: what to look for in the latest technology.

Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.

Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.

Leading others. Coaching and developing staff. Building leadership communication skills.

Tips for improving efficiency with QuickBooks and QuickBooks Online. Better reporting when working in QuickBooks environments. Tips for cleaning up QuickBooks and QuickBooks Online instances. Managing inventory more effectively when working with QuickBooks and QuickBooks Online.

Expert witness ethics and responsibilities. Civil litigation and discovery process. Deposition techniques and testimony strategies.

Expert witness testimony techniques. Direct examination strategies. Cross-examination defenses. Courtroom communication and demeanor. Ethical and professional standards for expert witnesses.

Trust or will. Revocable trust. Administrative trust. 65-day election. Fiduciary income tax return.

Accounting for advertising costs. Basics of advertising. A closer look at ASC 735-20. Recognition requirements under ASC 735-20. A closer look at ASC 944-30. Direct-response advertising. Accounting for contract acquisition and fulfillment costs. Interaction with ASC 606. Scope of ASC 340-40. Costs of obtaining a contract. Costs to fulfill a contract. Amortization of costs. Impairment considerations.