CPE & Event Catalog

What is a remote audit? Remote audit tools. Remote audit planning. Skepticism.

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

Cash management. Credit and collections management. Billing management.

Coronavirus tax summary. Consolidated appropriations act. American rescue plan act.

Introduction to cash management. The bank reconciliation. Cash receipts. Types of payments. Investment alternatives. Credit rating agencies. Foreign exchange. Cash management controls.

Overview of corporate finance. Financial planning. The initial public offering. Debt financing. The cost of capital. Working capital management. Investment alternatives. Mergers and acquisitions. Interest rate risk management. Corporate finance measurements.

Corporate governance and risk management. ESG and DEI trends. National infrastructure. Uncertainty and risk considerations.

Business forms and characteristics. Corporate formation and capitalization. Corporate principals and employees. Basic fringe benefits. Business entertainment. Insurance. Retirement plans. Nonqualified deferred compensation. S corporations. Business dispositions and reorganizations.

Corporations definition. Capital gains and losses. Charitable contributions.

Cost accounting. Cost accountant job description. Types of costs. Inventory valuation. Job casting. Process costing. Standard costing. Joint and by-product costing, and more.

Overview of cost management. Cost-volume-profit analysis. Constraint analysis. Cost-reduction strategy. Sales and marketing effectiveness. Administration cost reduction. Finance cost reduction. Capital budgeting decisions. Cost management measurements.

Cost management. Cost management principles. Job order costing system. Overhead allocation. Cost-volume profit analysis. Cost behavior analysis. Budgeting system. Controlling cost centers, and more.

Small audits made easy and profitable. Saving time with quality control. Developing cost-beneficial audit strategies. Audit planning for profits. Illustrative practice aids.

The role an accounts payable policy and procedures manual plays. Creating the manual. Using the manual. The segregation of duties issue. Reviewing and updating your policy and procedures.

The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control system documentation. Terminating controls. Credit concepts. Credit process overview.

Credit and collection operations. Credit procedures. Credit controls. Collection procedures. Collection controls. Credit policy. Credit application. Customer credit ratings. Ongoing credit monitoring. Interpretation of financial statements, and more.

Moving IRA methods. Employer plan assets. Account identification. Unintended distributions. Fix mistakes.

Upcoming tax law changes. Estate planning strategies. Long-term tax planning. Client tax advising.

Financial success, retaining clients through superior client service, and developing other professionals.

Dewy and LeBouef. ContinuityX. Financial statement fraud. Auditor deception cases.