CPE Catalog & Events

PCAOB standards artificial intelligence in accounting financial disclosure requirements GAAP compliance automation for accountants financial reporting audit report writing

Review the best way to design 3-Statement Modeling, which have been prioritized for presentation and printing. Use separate corkscrews to build debt and equity schedules, including detailed instructions for installing a dynamic revolving line of credit. Understand the correct linkages between the three financial statements and how to use the balance sheet as an error detection system for the model. Discuss the two circular loops in the financial model and how to connect them to a circularity switch to reset the model when needed. Pull important figures from the financial statements into a rich dashboard with graphs highlighting critical model insights. Summarize model checks on the cover page with conditional formatting to alert the user to any areas of concern in the model.

Leading Others Coaching & Developing Staff Building Leadership Communication Skills

Mindfulness Science of Neurology Mindfulness Practice Stress Management

tax planning strategies integrity in accounting professional ethics financial analysis internal controls emerging technology trends

ERISA's role and impact Key features of 401(k) plans Roles and responsibilities in 401(k) plans Governing documents Contributions, loans, and investments Distributions, expenses, and fee arrangements Financial reporting requirements Regulatory reporting and compliance

Sustainability fundamentals Expectations of investors, stakeholders, and shareholders The accounting and finance professional's role in sustainability Existing reporting requirements Frameworks that drive reporting Key global bodies that set the baseline for reporting and frameworks Recent standards and reporting requirements

Bankruptcy, Insolvency and Reorganization Computer Forensic Analysis Economic Damages Calculations Family Law Financial Statement Misrepresentation Fraud Prevention, Detection and Response Valuation

Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches Independent Contractor qualifications

Leveraging cash management services Importance of cash management for business Identifying your target cash clients Service models: Consulting, Advisory, Implementation Harnessing modern cloud-based tools Pricing and packaging advisory services Strategic approaches to business development

Business structure of the practice Practice management Marketing Technology Licensing and regulatory requirements Personal financial planning process