CPE Catalog & Events
Global Internal Audit Standards (GIAS) Domain III - Part 1
-
TBD
2.5 Credits
Member Price: $79
Internal Audit GIAS IPPF Standards Accounting Internal Controls
Accommodation Requests - Substance Abuse - Contagious Infections
-
TBD
1.0 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
When Leadership Fails
-
TBD
2.0 Credits
Member Price: $79
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Global Internal Audit Standards (GIAS) Domain III - Part 2
-
TBD
2.0 Credits
Member Price: $79
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Private Company Simplified GAAP Alternatives
-
TBD
2.0 Credits
Member Price: $79
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
What Does Fraud Look Like?
-
TBD
2.0 Credits
Member Price: $79
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
Global Internal Audit Standards (GIAS) Domain IV - Part 2
-
TBD
2.0 Credits
Member Price: $79
Internal audit Standards GIAS Accounting Auditing
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
-
TBD
2.0 Credits
Member Price: $79
Employee Theft Prevention
The Controllership Series - The Financial Close Process
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Financial Statements
Common Deficiencies in SSARS Engagements
-
TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook SSARS
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
-
TBD
2.0 Credits
Member Price: $79
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
Devious Ethics: Avoiding Snakes in Suits
-
TBD
2.0 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Deep Dive into Common Auditing Deficiencies
-
TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook GAAS
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
-
TBD
8.0 Credits
Member Price: $225
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
The Controllership Series - Managerial Accounting Basics and Costs
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance
Cash Management: Strategies for Long-Term Success
-
TBD
2.0 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
The ABCs of Advisory Services
-
TBD
2.0 Credits
Member Price: $79
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
Common Yellow Book & Single Audit Deficiencies
-
TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook COVID-related funds
360 Budgeting: A Holistic Approach to Process and Solutions
-
TBD
8.0 Credits
Member Price: $245
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
Fringe Benefits & Compensation Planning - Today and Beyond
-
TBD
8.0 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules