CPE & Event Catalog

Independence rules are set by the AICPA. Yellow Book. SEC. DOL. PCAOB. State boards of accountancy. State CPA societies. Federal and state agencies. Banking. Insurance. International Ethics.

Filing status. Advantages and disadvantages of a separate return. Head of household. Children of divorced parents. Transfers incident to divorce. Alimony and child support. Debt cancellation and foreclosure. Basis reduction. Both installment and non-installment method sales.

Malpractice issues for CPA's. Sources of CPA's duty of care. Common law causes of action against CPA's. Key case law defining reasonable CPA behavior. Negligence claims. Contract liability and legal defenses. Damages in contract and tort claims. CPA malpractice litigation consequences. CPA responsibilities in error disclosures to clients. Risk mitigation and professional protection strategies.

The goals of a management control system. The control loss continuum. Result controls. Action controls. Personnel controls. Complementary controls. Planning systems. Incentive systems. The cost of management control systems. The impact of an ethical environment.

Management introduction. Objectives and planning. Organization. Organization structures and staffing. Motivation and leadership. Communication and developing employees. Other management tips.

Differentiating between managing and leading, while highlighting the importance of each Assessing your own natural management and leadership style Adapting management and leadership styles to the specific circumstances Becoming a catalyst for positive change Overcoming barriers to successfully managing and leading Successfully engaging in difficult conversations to minimize performance issues and conflict

Full fiscal year requirements. Liquidity and capital resources. How to improve MD&A. Comment letter analysis on MD&A.

The essential elements of effective decision-making. Opportunity costs. Implicit costs. Five forces framework. The supply and demand concept. Elasticity of demand. The nature of a consumer. Constraints on consumer behavior. Consumer equilibrium, and more.

Identifying and mitigating fraud.

Types of legal risks. Why legal risks matter for financial reporting. Key concepts in legal risk reporting. Collaboration between legal counsel and accountants. Legal counsel vs. Accountants. Collaboration best practices. Handling conflicting opinions. Consideration of outside counsel.

Managing remotely. A prelude to project management. Five key to time management. Characteristics of leadership. Work breakdown structure. Five phases of project management. Performance enhancers.

Definition of managing up. The impact of creating an upward influence. Compare managing only subordinates and colleagues to managing upward. Specific tools and techniques for managing up in your office.

Virtual team problems. Running the virtual team. Communicating with the team. Ideal team members. Collaboration tools. Build relationships. Develop structure. The nature of a virtual meeting. Virtual meeting essentials. Setting meeting rules.

The nuts and bolts. Analysis of cash flow. Cash budgeting and optimal cash balances. Cash forecasting and what-if analysis. Managing payables. Collection and credit management. Smart banking. Obtaining cash and borrowing. Loan qualifications and banking relationships.

The offshoring of external audit work.

Counting characters. Error functions. Importing data. Rounding values.

Marketing research. Consumer and the market. Marketing costs. Marketing strategies. Product as a variable. Product planning. Price theory. Pricing patterns. Advertising. Sales force management. Retailing.

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays. How to use legacy features and functions such as AGGREGATE. Creating effective forecasts in Excel.

Automation for accountants. PCAOB standards. Strategic financial management. CFO decision making.

Latest FASB fair value standards. Strategies for overcoming operational challenges. How to implement a digital asset strategy.