Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and...
You have heard of the Dark Web, but have you experienced it? If not, buckle in for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience...
Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices and current research to improve our ability to...
This course provides an overview of compilation, review and audit engagements. We will explore the major considerations regarding each type of engagement, in addition to contrasting and comparing these three major professional services provided by CPAs. This event may be a rebroadcast of a...
If you use Outlook to process your email, you are likely spending a substantial part of your day processing incoming email messages. This course is designed to show you a multitude of tips and tricks to reduce time spent processing emails. We will cover every feature available in Outlook to...
This course analyzes why family business succession plans (or the lack thereof) most often fail, identifies the precipitating downfalls and explores remedies to prevent them. A model(s) is presented for effective succession from one generation to the next. Particular emphasis is provided on how...
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the FASB and AICPA. In addition to providing a status update on Topic 606 implementation,...
While the effective date of Topic 606 is behind us, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Plus, though year one of reporting under Topic 606 is complete, there is plenty of opportunity to improve your revenue recognition...
This program explores the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; uncertainty and regulatory policy; cash flow planning strategies; debt and equity mix impacts in uncertain markets;...
Applying one set of auditing standards is tough. Applying three sets of auditing standards is really tough. However, this is precisely what the auditor does in applying GAAS, the Yellow Book, and the OMB requirements to a single audit. This is an essential course for auditors performing single...
By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net...
Professional Athletes have multiple coaches - business people rarely utilize coaches. This course will focus on creating the coaching skills that are required to raise the performance of your employees. Coaching Model / Strategies Successful Communication Techniques Root Cause Analysis...
IRS loves to attack payments from closely held businesses to owners, particularly owner employees. The story is as old as the hills, but lately it plays out with some unexpected twists and turns. Lessons learned from recent developments provide meaningful guidance as to how to structure to...
This course provides a concise overview of IRS global tax enforcement programs, policies, and activities. In 2019 and beyond, the agency plans to broaden and deepen its focus on combatting transnational tax crime in response to terrorist financing, money laundering, cybercrime, and illegal...
With employee business expenses no longer deductible for employees, reimbursing employees is the only game left in town. Tens of thousands of dollars, if not more, are at risk annually, all at the throws of whether an accountable expense reimbursement plan is properly structured and operated. ...
The IRS has made some game-changing updates on reporting partnership basis. This course examines critical issues and special opportunities facing partnerships and their partners, as well as the relationship between LLCs and partnerships.
This course focuses on the individual taking ownership for their career. It provides tools and methods to assist and guide the individual to develop the collateral necessary in navigating their career. It provides a Personal Marketing Plan that can be customized to fit the career objectives...
This course focuses on the historical background of the cannabis plant and the evolution of laws and regulations related to cannabis and industrial hemp. Key guidance is provided to professional practitioners and advisers involved in the legal, regulated cannabis and agricultural hemp...
The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. This, in turn, has created a need to make changes in a client's planning needs. In addition to traditional issues faced by a business owner regarding the operation of his or her business, business...
This webinar will show you how to use Excel's charting and formatting features to present financial data to a non-financial audience. As the saying goes, "A picture is worth a thousand words." People tend to better understand your point when visuals are used. We will explore the many...
