CPE & Event Catalog

Business strategies and operations management. Managerial decision making. Scheduling and sequencing. General management. Planning. Total quality management. Effective leadership, and more

Accounting ethics and recent trends. Ethical considerations for remote employees.

Internal controls in AP functions. The building blocks of creating internal controls. Common AP practices. Segregation of duties. Controls around review and approval process. Periodic review.

Accounting estimates in GAAP and their risks. Risks and challenges in using estimates. Examples of key estimates. Fair value measurements. Impairment of goodwill and other intangible assets. Contingent liabilities. Revenue recognition. Pension and other post-retirement benefits. Income taxes. Allowance for doubtful accounts. Stock-based compensation. Asset retirement obligations. Auditing accounting estimates, and more.

Business owner's taxable income below threshold. When taxable income exceeds the threshold. When taxable income is within phase-in range. Specified services trades or businesses.

Retirement distribution planning.

Soft close overview. Overhead allocations. Intercompany eliminations. Reserve account updates. Revenue accruals.

Statement of cash flow. Cash flow analysis.

Tax impact. Tax terms. Internal revenue code. Treasury regulations. Internal revenue manual.

FASB concepts. Objective of general purpose financial reporting. Fundamental qualitative characteristics. Elements of financial statements.

Tax planning opportunities for IRAs.

Roth 401(k) contribution rules. Direct and indirect Roth conversions. Direct and indirect Roth rollovers from qualified plans.

Financial tax planning. Building an estate. Preservation of wealth. Income splitting, and more.

Understanding and evaluating specialist work. Drivers behind specialist use. Assessing the qualifications of a specialist. Common types of specialists in accounting. Risks of not engaging a specialist. Process of engaging a specialist. Management's role in evaluating specialist work. Specialist-supported transactions in GAAP accounting.

Year-end close.

Types of audit engagements. The nature of GAGAS requirements. Ethics, independence, and professional judgement. Competence. Quality control and peer review. Standards for financial audits. Compliance with GAGAS.

Determining an appropriate sense of quantitative and qualitative materiality. Identifying the critical components of the financial statements that matter most to financial statement users. Evaluating where the financial statements are most likely to contain material fraud and error and ensuring adequate internal control and monitoring to mitigate those risks.

Building an effective time management framework. Three time factors-time wasters, time savers and time management techniques. Managing oneself to improve the management of time.

Fundamentals. Practical applications.

Advanced automation strategies. Key tools for automation. Practical automation in finance. Navigating common pitfalls.