CPE Catalog & Events
CFO - Corporate Performance Management
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Webinar
8.00 Credits
Member Price: $280
The 4 Topics Discussed. Corporate Performance Management. Poor strategy execution frustrates many executives as their organizations struggle with performance improvement, making decisions using intuition in the absence of hard data. Corporate performance management (CPM) seamlessly integrates many techniques including strategy maps and a balanced scorecard. Together they align manager and employee behavior, actions, and priorities using key performance indicators (KPIs) with specific targets to enable accountability. Effective Management Accounting. Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. 21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost analysis and control. Current methods bring truly accurate fact-based costing visibility, tracing costs and identifying cause-and-effect relationships rather than broadly allocating overhead. This information provides the ability to reveal the true profit margins for products as well as for specific sales channels and customers. Removing the barriers caused by your current management accounting techniques can provide huge rewards. Driver-Based Budgeting. The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these deficiencies using capacity-sensitive driver-based expense projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The budget can be periodically refreshed to create rolling financial forecasts extending beyond the fiscal year end. Learn how managerial accounting can become managerial economics. Business Intelligence and Data Analytics. Volatility and complexity are the new normal. Most organizations are drowning in data but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics - descriptive, diagnostic, predictive, and prescriptive. All are useful for better decision making. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales, and supply chain managers, in applying analytics. How can the CFO's function catch up? Understand how Business Intelligence (BI) and Business Analytics (BA) can help you make sense of your organization's data.
Federal Tax Update - C and S Corporations, Partnerships and LLCs (Forms 1120, 1120S and 1065) with Pat Garverick WEBCAST
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Webinar
8.00 Credits
Member Price: $325
This session is a comprehensive review of the Federal business income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive business income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, as well as Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent business income tax legislation passed to date, Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, 461(l) business loss limitations, Schedule163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses, Brush up on issues related to compensation, distributions, liquidations, selfemployment taxes and retirement plans, Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms.
The Complete Guide to the Preparation of Form 1041
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Webinar
8.00 Credits
Member Price: $280
How to prepare a Form 1041, Specific issues regarding a decedent's estate, Specific issues regarding a trust,Understanding the basics of Subchapter J of the Internal Revenue Code, How to comply with the tax compliance issue, Case studies regarding reading an estate document, Understanding of distributable net income (DNI), Understanding of income in respect of a decedent (IRD), Line-by-line instruction
Federal Tax Update for Individual with Greg and George WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update for Business with Greg and George WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
State of the Art Tax Strategies for Purchases and Sales of Property Part 1
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Webinar
2.00 Credits
Member Price: $105
General overview of sale and purchase of assets. Partial dispositions. Distinguishing between repairs and capitalizable improvements for real property. Allocating the purchase price in purchases of real estate and stock. Maximizing the de minimis rule in remodels. Increasing Federal tax deductions on the purchase of property. Decreasing Federal tax on the sale of property.
Steps to Stop External Fraud
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Webinar
2.00 Credits
Member Price: $105
Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators
State of the Art Tax Strategies for Purchases and Sales of Property Part 2
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Webinar
2.00 Credits
Member Price: $105
Like-kind exchanges. Qualified opportunity funds. Reducing recapture income on sale of property. Being a "two-move chess player" - setting the stage for a later sale of property.
Federal Tax Update with Greg and George
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Webinar
8.00 Credits
Member Price: $335
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg and George WEBCAST
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Webinar
8.00 Credits
Member Price: $335
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
The Needed Focus on Cyber-Security
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Webinar
2.00 Credits
Member Price: $105
The topics discussed in this session include: Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.
Project Management for Finance Professionals
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Webinar
8.00 Credits
Member Price: $280
Project management is a way of thinking and managing, Identifying projects, needs, objectives, and deliverables, Project feasibility evaluation, Life cycle of a project, What causes projects to fail, Establishing the project scope and preventing "project creep" Defining and managing stakeholders, Organizational politics and conflict management, Establishing the detailed schedule, Introduction to project management software
Assessing the Risk of Fraud in a Financial Statement Audit
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Webinar
8.00 Credits
Member Price: $280
The fraud landscape in the United States, Fraud risk procedures as updated by recently issued standards, Most likely fraud types found in small to mid-sized entities, Internal controls to prevent and detect fraud, What to do when fraud is identified or suspected Case studies based on recent frauds, Cyber fraud schemes and how to prevent and detect them, Analytics that can be used as fraud risk procedures, Assessing the risk of grant fraud in a Single Audit
Examining ASC 842, Leases: More Than Meets the Eye
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Webinar
4.00 Credits
Member Price: $175
ASU No. 2016-02, Leases (Topic 842), Overall lease accounting guidance, Lessor Accounting 101, Lessee Accounting 101, Detailed review of accounting by lessees and lessors, Sale and leaseback transactions, Transition guidance, Other operational issues, Recently issued updates to the lease accounting guidance, FASB guidance on accounting for COVID-19-related rent concessions, Feedback from the public company adoption of Topic 842
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Webinar
4.00 Credits
Member Price: $174
5-step process for recognizing revenue
Project Management: Tips, Tricks, and Traps
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Webinar
4.00 Credits
Member Price: $175
Contrasting project management with operations management, Reviewing organizational culture and how it applies to project management, The various types of project management including Agile, Scrum, Waterfall, Critical path, and others, Looking at risk management software and its application in different types of project management, Managing and leading project management stakeholders
How AI is Automating Internal Control
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Webinar
4.00 Credits
Member Price: $185
The topics discussed in this session include: An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Winning the Fraud Battle in the Digital Age: Prevention and Detection
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Webinar
8.00 Credits
Member Price: $280
The price of fraud - ACFE's Report to the Nations and ancillary costs, The current economy - microeconomics and analysis, COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments), Power of morale - shrinking the fraud triangle and employee motivation, Deviant workplace behavior, Historic schemes, Why good folks go bad - interesting findings and red flags, Combating fraud with controls, Controls used by fraud victim organizations and suggestions for better implementation, Fraud's new frontier, Corporate social, environmental, governance, and equity/inclusion reports and audits
K2's Small Business Internal Controls, Security, And Fraud Prevention And Detection
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Webinar
8.00 Credits
Member Price: $270
Common challenges associated with implementing appropriate internal controls in small business environments, Fraud in small business environments, Internal control options in small business accounting software, Understanding the need for application controls and general controls
Protecting Digital Data - More Important Now Than Ever Before
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Webinar
4.00 Credits
Member Price: $185
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.