CPE & Event Catalog

Overview of project management. Project initiation. Project selection. Project phases. Project planning. Trade-off analysis. Change control. Project procurement management. Team development.

The ideal landlord skill set. Landlord location. Tenant location. Property profitability. Lease duration, and more.

Quality management and benchmarking. Principles of TQM. Two different views concerning optimal quality costs. Quality cost and performance reports. APQC's benchmarking methodology. Benchmarking code of conduct. Basic requirements of an ISO QMS.

New features in QuickBooks Desktop and QuickBooks Online. Enhancing internal controls in QuickBooks-based environments. Improving financial and operational reporting when using QuickBooks and QuickBooks Online. Best practices for setting up companies.

Introduction to accounting. Initial real estate costs. Purchase of income-producing property. Real estate sales. Nonmonetary exchanges, and more.

Real estate accounting. Basic accounting. Mathematics of finance. The basic use of numbers. Annual percentage rate. Discounting second mortgages, and more.

Real estate financing. Housing: the cost of shelter. Investing in real estate.

Records management overview. Record storage systems. Elements of a records management system. Electronic records management.

Retailing relationships. Customer relationships. Strategic planning. Types of retail establishments, and more.

Pricing strategy. Revenue management tactics. Hotel-specific revenue management. Menu engineering.

Why the change in the revenue recognition standards. Evolution of the revenue recognition standard. Five step process for revenue recognition. Financial statement presentation issues, disclosure requirements, and transition guidance. Recent developments.

S corporation invalidation. Reporting violations subchapter S. IRS examinations of S corporations. S corporation dos and don'ts.

Objective of MD&A. Liquidity and capital resources. Results of operations. Critical accounting estimates. Interim reporting requirements. Comment letter analysis on MD&A. Non-GAAP financial measures. Why do regulators care about non-financial measures? Boilerplate concerns. Prominent presentation. SEC comment letters.

ESG regulations. Climate-related risk. Climate-related disclosure resources. Planning considerations. BOD oversight of climate-related risks. Risk management process. Financial statement effects. Financial impact metrics. Non-GAAP financial measures. Regulation G. Regulation S-K. EBIT and EBITDA. MD&A regulations.

Catch-up contribution adjustments for taxpayers aged 60-63. Transfer of 529 plans to Roth IRAs. Inflation adjustments for catch-contributions. Expanded savers matches. Removal of the 25% qualified life annuity limitation, and more.

Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool. The benefits and risks associated with using each approach. Examples of how tools can be used effectively, with examples.

Current landscape of small business accounting software. Strengths and limitations of critical solutions. Effective add-ons and integrations. Implementation strategies.

Introduction to social media. Social media tools. Social media marketing. Launching a social media campaign.

Change from GAAP to an SPF. Financial statement theory. Economic resources and claims. Changes in resources and claims. Recognition and measurement issues. Presentation and disclosure. Disclosure guidelines. Major differences between FRF-SME and the tax basis of accounting. Sections of the FRF-SME.

Accounting for broadcasters. Accounting for cable television. Accounting for film production and distribution. Entertainment. The revenue recognition model. Licenses of intellectual property.