CPE & Event Catalog

Summary of key SEC regulations. Securities Act of 1933. Key sections. Securities Exchange Act of 1934. Regulation S-X. Regulation S-K. Regular fair disclosure. Sarbanes Oxley Act.

The essentials of law firm accounting. Law firm financial statements. Fee revenue. Law firm management reporting. Bad debts. Billing rates. Chargeable hours. Law firm controls.

A new type of workplace diversity.

Roth early distribution example. IRA rollovers. RMD and QCD examples. Net unrealized appreciation example. Form 1099-R.

Lease components. Asset and liability recognition. Lease recognition topics. Variable lease payments. Lease modifications. Elections. Sale and leaseback transactions. Lease presentation. Lease disclosures.

Critical disclosures related to liquidity, accounting uncertainty, and going concern for nonprofits.

Ensuring that your firm has the capacity to grow and expand.

Basic marital tax matters. Transfers incident to divorce. Spousal and child support. Avoiding tax on debt cancellation and foreclosure. Repossession. Bad debts.

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.

The goals of a management control system. The control loss continuum. The cost of management control systems, and more.

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.

The essential elements of effective decision-making. Opportunity costs. Implicit costs. Five forces framework. The supply and demand concept. Elasticity of demand, and more.

How to identify and mitigate shifting fraud risks in any entity.

The intersection of legal and financial reporting. 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 keys to time management. Characteristics of leadership. Work breakdown structure. Five phases of project management. Performance enhancers.

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. Managing payables. Collection and credit management. Smart banking. Obtaining cash and borrowing. Loan qualifications and banking relationships.

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

Marketing research. Consumer and the market. Marketing costs. Marketing strategies. Product as a variable, and more.