Financial managers rarely get fired due to lack of GAAP or tax knowledge. They get fired because they fail at the people side of their job. An accountant with good people management skills can rise to CEO, but if you can't manage and develop people, your career scope will be very limited....
With more than 30 years working with entrepreneurs and their employees, Sherr‚ has been able to identify five wishful thinking mindsets and six fearful thinking mindsets that hold individuals back from reaching their goals and achieving their desired level of success in life and at work. ...
The Transform Skills Certificate provides insight into the various skills and competencies that will be required within the Finance value chain of the future. It focuses on the changing role of the CFO, as well as the skills that are needed to adapt to the changing role of Finance. In this...
This course will cover the requirements under FASB’s financial statement standard and provide insight into what makes not-for-profit financial reporting different, such as accounting for grants and contracts. This course will train you to clear key hurdles in not-for-profit accounting and...
Do you ever think about how much time you spend composing and sending email messages in Outlook daily? Chances are it takes up as much as 20% to 30% of your day. Cutting that time in half would allow you to reclaim substantial time for more valuable tasks. This course shows how to use every...
At some point in his or her career, every financial manager will face a choice of doing the right thing or taking the easy way out. Skillfully handling a conflict, ethical or otherwise, can make a big difference your career's trajectory. Professional standards provide procedures for...
Does it seem like you spend far too much time recruiting? Do your people leave just as they become productive? If you think your turnover is because recent college graduates are different from earlier generations, you are probably not looking at the real source of your...
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to...
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating...
Information is becoming more digitized, and electronic audit evidence is on the rise. With this trend, the use of SOC 1r reports in financial statement audits will become more prevalent. As a financial statement auditor (user auditor), you must obtain an understanding of the essential...
This course provides a concise overview of Federal Communication Commission (FCC) guidelines for practitioners on how to create a customized cybersecurity game plan. While perfect security is not possible in a world where threat actors are always finding new and creative ways to exploit users...
This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits.
Does rental real estate (RRE) qualify for the §199A deduction? The §199A Final Regs tell us to go look at case law under §162. Case law under §162 tells us it depends on the facts and circumstances. When is a rental property a business? Is a triple net lease...
Ever wonder why your words aren’t getting acted upon? Do you ever ask yourself: Why am I not getting through to them? Do you want your communication to be more confident, purposeful, and effective? If you answered “yes” to any of these questions, this program is for you. In...
Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing...
Nonprofits face unique accounting issues. This session will introduce attendees to the financial statements and unique accounting principles applicable to not-for-profit organizations. Specifically, this session will focus on the typical transactions and account balances unique to NFPs,...
Some CFOs think that your banker’s proposal is a “take it or leave it” proposition. Banking relationships are negotiated, just like any other business relationship. This session will discuss how to tell your organization’s story, why you should regularly communicate...
Specifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of...
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients...
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics...
