CPE & Event Catalog

Emerging technologies all business professionals should know. Considerations associated with upgrading to Windows 11. Practical options for protecting your data. New features in commonly used applications.

Generally accepted audit requirements related to testing controls for operating effectiveness. Identifying key controls that may prove effective and efficient to test in a control reliance strategy. Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control. Leveraging audit evidence available through Service Organization Control (SOC1) Reports. General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting.

Overview of the Power Platform and its components. Review examples of business processes that may benefit the most from using automation. Discussion and demonstration of its low-code/no-code app development environment.

Overview of accounting procedures. Order entry procedures. Credit procedures. Shipping procedures, and more.

The story. Integration with operations. The controlling landscape. Controlling top tips.

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