CPE & Event Catalog

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.

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

Properly identifying, evaluating, and deciding how to respond to risk in a financial statement audit.

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.

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.

Derivative and hedge accounting.

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

Hot topics for tax and estate planning in 2024.

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

Current cryptocurrency tax regulations. Most common cryptocurrency compliance issues. Analyze the future of decentralized finance. Identify key arguments of the cryptocurrency cult. Recommend if cryptocurrency transactions are efficient or inefficient.

Build a sustainable business foundation. Manage resources effectively. Implement 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, and more.

Applicability f the Green Book How the Green Book is Used The Cost Conundrum The Control Environment Component The Risk Assessment Component The Control Activities Component The Information and Communication Component The Monitoring Component The Control Development Process The Endless Loop of Internal Controls

ESG.

The impact of litigation on financial statements. Types of legal disputes. Why accurate evaluation matters. Relevant U. S. GAAP standards. Probability of litigation outcomes. Evaluating the probability of litigation outcomes. Function of legal counsel. Asserted vs. Unasserted claims. Recognition and measurement of legal contingencies. Gain contingencies. Financial statement disclosures.

Overview of the income statement. Revenue and expense presentation of the income statement. Discontinued operations. Comprehensive income. Income statement ratio analysis. Rationales.

Overview of financial statements. Interpretation of cash and investments. Interpretation of receivables. Interpretation of inventory. Interpretation of fixed assets. Interpretation of other assets. Interpretation of current liabilities, and more.

Introduction to investor relations. Communicating the message. The earnings call. The forward-looking statement. The sell side and the buy side, and more.