CPE & Event Catalog

What AP needs to do to get ready for the year-end close. This year will be different: getting ready for year end. The last check run. Handling discrepant and outstanding invoices at year end. Handling invoices at year end: getting them into the correct fiscal year. Dealing with the T&E laggards. When the approving manager is the problem. The year end calendar. Handling accruals in accounts payable. A ten step plan to get any organization ready in compliance with the form 1099 reporting rules. Form 1099-MISC: filing for an extension. You're not alone: biggest 1099 and W-9 headaches. Closing tips: eight simple ways to make year end run smoother. The last detail: thanking the staff. Next year will be different: laying the groundwork for a better close next year.

Presentation of financial statements. Liquidation basis of accounting. Income statement. Sections of the statement of cash flows. Notes to financial statements.

Financial planning. Critical issues in managing wealth. Annuities to create a distribute wealth. Long-term care insurance to protect wealth. Facilitating wealth transfer. Wealth accumulation and protection. Income tax planning.

When adopting the accounting and financial reporting alternatives would be to the advantage of private companies.

The qualities of a skeptical auditor and how to utilize skepticism in assurance services.

Overview of project accounting. Project, pricing, billing and revenue. Project costs. Project cost management. Interest capitalization. Additional project accounting topics. Project controls. Project measurements.

Overview of project management. Planning and controlling projects. Project management concepts and process. Using the work breakdown structure to plan a project. Project scheduling. Project control and evaluation. Project control using earned value analysis. Life-cycle costing and target costing. Economic feasibility study for a capital investment project. Managing project risks. Project communication and documentation.

Overview of project management. Project initiation. Project selection. Project phases. Project planning. Trade-off analysis. Change control. Project procurement management. Team development.

Capital gains. Home sales. Foreclosure and repossession. Involuntary conversions. At-risk limits.

The fiduciary nature of property management. Chart of accounts. Basis of accounting. Sample entries. Ordinary repairs and capital expenditures. Property management financial reports. The rental ledger. Common interest realty associations. Essential property management measurements.

The ideal landlord skill set. Landlord location. Tenant location. Property profitability. Lease duration, and more.

Definition and importance. Key terminology. Common types of cyber threats. Cyber threats specific to finance professionals. Impact of cybersecurity breaches on financial institutions. Best practices and tools. Best practices for safeguarding financial data. Strong password policies, and more.

Public company environment. Earnings per share reporting. Segment reporting. Interim reporting. Stock issuances accounting. Debt accounting, and more.

Public utility accounting issues. Asset and liability accounts. Income and expense accounts. Capital asset accounting. Materials and supplies inventory. Payroll accounting. Utility rate design.

Purchasing controls. The genesis of accounting controls. The nature of risk. Fraud triggers. Purchasing concepts. Additional accounting policies.

Plan conditions. IRC. Designated ROTH accounts. Required minimum distributions. RMDs from qualified plan. Lump sum distributions. Tax withholding on distributions. Rollover issues.

Quality management and benchmarking. Principles of TQM. Two different views concerning optimal quality costs. Quality cost and performance reports. APQC's benchmarking methodology. Benchmarking code of conduct. Basic requirements of an ISO QMS.

New features in QuickBooks Desktop and QuickBooks Online. Enhancing internal controls in QuickBooks-based environments. Improving financial and operational reporting when using QuickBooks and QuickBooks Online. Best practices for setting up companies.

Setting goals and problem solving. Creating a marketing plan. Building rapport with prospects. Asking the right questions. Implementing solutions. Negotiation of next steps.

Introduction to accounting. Initial real estate costs. Purchase of income-producing property. Real estate sales. Nonmonetary exchanges, and more.