CPE & Event Catalog

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.

Fundamentals of reporting and analysis. Gross vs. net cash flows. Preparation of cash flow statement.

Understanding the requirements. Enrolling in the program. Understanding the process. Preparing your quality control document. Documenting your monitoring. Scheduling your peer review. Submitting your engagement list. Reviewing your documentation. Being aware of the problem areas. Submitting your engagements. Experiencing your peer review.

Impact of government spending and deficits on your organization. Competing in global economy. Impact of social security funding on employee. Retirement guidance. Growth and sales through distressed company. Acquisition. Pave the way ahead for the financial executive.

Strategic management: an overview. Environment analysis. Industry and competitor analysis. Internal appraisal. Strategical formulation. Strategic choices. Strategic implementation issues. Strategic evaluation and control. Crafting global strategy.

Economic pandemonium. Dealing with enterprise risk compromised. Problems with stretching staff expectations and capabilities. Macroeconomics. Critical risk factors. Strategic and operational risk analysis.

The Uniform Grant Guidance - general principles and basic premises. Risk assessment and monitoring. Additional expectations for risk assessments. The consideration of fraud: the fraud triangle. Have a monitoring plan for each recipient. Follow up on all identified problems. The Single Audit, and more.

Succession planning. The succession planning process. Succession training. CEO succession planning. Succession planning metrics. Succession planning failures.

Leadership and succession. Understanding the generations. Understanding influence. Using influence to motivate all generations.

Understanding GenAI. GenAI players. Tax profession and GenAI. GenAI prompts.

Break-even and contribution margin analysis. Understanding and applying the time value of money concept. How to assess capital expenditure proposals for strategic decision making. Analyzing financial statements for financial fitness. Analyzing quality of earnings and using variance analysis for cost control. Analysis of segmental performance and profit variance. Evaluating divisional performance. Analyzing working capital, and more.

Emerging technologies all business professionals should know. Considerations associated with upgrading to Windows 11. Practical options for protecting your data. New features in commonly used applications.

Overview of accounting procedures. Order entry procedures. Credit procedures. Shipping procedures, and more.

The story. Integration with operations. The controlling landscape. Controlling top tips.

Build a sustainable business foundation. Manage resources effectively. Implement strategic growth plans.

Overview of SEC Form 10-K. Specific Items in the Form 10-K. Purpose of SEC Form 10-K. Historical background of SEC Form 10-K. Comparison with other SEC Filings, and more.

Overview of financial statements. Interpretation of cash and investments. Interpretation of receivables. Interpretation of inventory. Interpretation of fixed assets. Interpretation of other assets. Interpretation of current liabilities, and more.