CPE & Event Catalog

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

Creating a culture of discipline. Project and time management best practices. Avoiding common time wasters. Tips for both getting and staying organized. Managing stress for yourself and others. Managing productive meetings.

Tax non-audit services. Tax avoidance. Tax risk. Effective tax rates. Tax volatility.

Materiality. The audit report. Structure of the report. Related parties. Fraud.

The audit risk model. Outcomes of risk combinations. The reasonable assurance requirement. The nature of audit evidence. Sources of audit evidence. Evidence obtained from the work of others. The audit sampling process. The audit plan.

Objective of general purpose financial reporting. Information provided by financial reports. The reporting entity. Qualitative characteristics of useful financial information. Applying the fundamental characteristics. Applying the enhancing characteristics. Cost constraint of useful financial reporting. Elements of financial statements. Recognition, measurement, and presentation. Notes to the financial statements, and more.

Overview of the balance sheet. Asset line items on the balance sheet. Liability line items on the balance sheet. Equity line items on the balance sheet. Statement of retained earnings. Balance sheet ratio analysis.

The balanced scorecard.

Financial instrument terminology and definitions. Fair value, orderly transactions, and market participants. Debt, equity, and security. Cash and cash equivalents. Receivables and loans. Life insurance contracts. Credit losses.

Overview of forensic accounting. Differences between investigative and litigation-focused forensic engagements. Application of AICPA professional standards in forensic work. Ethical and professional boundaries in litigation support. Marketing strategies for building a forensic accounting practice. Managing conflicts of interest and maintaining objectivity. Documentation standards and defensibility in expert witness roles. Strategies for entering and growing in the litigation support market.

The CFO position. Strategic planning. Risk management. The control environment. Performance measurements. Mergers and acquisitions. Budgeting and forecasting. Product pricing. Capital budgeting, and more.

Hot topics for tax and estate planning in 2024.

Scope of ASC 606. Financial statement presentation issues. Financial statement disclosures. Revenue recognition challenges. Lease transactions. ASC 842 organization, and more.

Bookkeeper position. Bookkeeping basics. Chart of accounts. Ledger concept. Closing books. Financial statements. Interpretation of financial statements. Bookkeeping controls, and more.

Foundations of financial reporting. Objective of general purpose financial reporting. Qualitative characteristics of useful financial information. Cost constraint of useful financial reporting. Elements, recognition, and measurement. Notes to the financial statements, and more.

Overview of SEC Form 10-K. Purpose of SEC Form 10-K. Relationship to other SEC filings. Relevant regulatory requirements. Filing deadlines. MD&A requirements. Use of non-GAAP measures in MD&A. SEC Review of MD&A. Regulatory guidance for risk factors. Internal control over financial reporting. Executive compensation. Corporate governance disclosures. Purpose of Form 8-K. Historical evolution of Form 8-K. Form 8-K triggering events.

Critical audit matters (CAM). PCAOB Expanded audit report. XBRL Footnote disclosure. Textual analysis. Market reaction. Unexpected disclosures. Audit quality. Audit fees.

Building a sustainable business foundation. Managing resources effectively. Implementing 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. Comparison with Form 10-Q. Key regulatory requirements. SEC rules governing Form 10-K. Filing deadlines and compliance. SEC review process. Breakdown of financial statements. Statement of cash flows. Statement of shareholders' equity. Key accounting policies and estimates. Understanding footnote disclosures. Common pitfalls and best practices. Connecting the dots to the 10-K, and more.

Qualified opportunity zones.