CPE & Event Catalog

Earnings management: advanced techniques. Financial engineering. Tax planning. Big bath accounting. Accounting policy changes. Round-trip transactions.

Earnings management: foundation techniques. Revenue recognition timing. Expense manipulation. Misclassifying expenses. Income smoothing. Cost-cutting timing.

Profits. Profit maximization and marginal analysis. Differential calculus. Constrained optimization. Marginal analysis vs incremental analysis. Demand and revenue. Supply function, and more.

Business cycle. Gross domestic product. Leading indicators. Coincident indicators. Lagging indicators. Labor-related indicators. Retail sales indicators. Personal income and outlay indicators. Housing and construction indicators. Manufacturing indicators. Price and inflation indicators. Federal reserve reports.

Common economic terms. Planning concerns and implications. Product concept. Elasticity of demand. Supply. Activity based costing. Economic value added.

Section 529 qualified tuition programs. Coverdell education savings accounts. Education savings bond program. Educational tax credits. Educational assistance and student loan interest.

Work related education expenses. Deduction for student loan interest. Qualified tuition programs. Qualified higher education expenses.

Guiding principles. American opportunity credit. Lifetime learning credit. Qualified tuition programs. Coverdell education savings account. IRA distribution. Student loan interest deduction. Recordkeeping requirements.

Overview of how firms and businesses currently use automation and outsourcing. Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations. Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology. Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments.

Effective communication as a business professional. Choosing appropriate words. Planning and constructing professional compositions for all circumstances. Preparing personal resumes and application letters. Reporting. Listening and creating oral presentations. Technology in business communication.

Collection tactics. Collection agency. Litigation and bankruptcy tactics.

The basic stages of a turnaround. Turnaround actions. Security interests and collection options. Turnaround legal considerations. The bankruptcy option. The bankruptcy process. Bankruptcy rules.

Effective customer service. The cost of a lost customer. Engage employees. Know the product. Collect information about customers. Get rid of the revenue-first mindset. The multi-lingual conundrum. Customer service metrics.

Effective decision-making. Examples of difficult decisions.

Overview of training. Instructional systems design. Training preparation and interaction.

Innovation theory. Innovation strategy. Innovation development. Excessive innovation effects. Innovation metrics.

Effective internal controls for small businesses. Koss corporation.

Leadership and management. Credibility. Leadership based on traits and skills. Path-goal theory. Transformational leadership. Followership. Negative leadership. Leadership training.

Negotiation concepts. Negotiator skills and characteristics. Negotiation preparation. Negotiation tactics. Dealing with failing negotiations. Negotiation outcomes. Employee negotiations. Supplier negotiations. Negotiation measurement.

The importance of sales forecasting. Problems with sales forecasting. Characteristics of the market. Sales forecasting techniques. The forecasting process. Excel forecasting tools. Forecast evaluation.