A discussion of the various changes affecting accounting, compilation and review, and auditing engagements, as well as a review of existing standards. Includes discussion of accounting for COVID-19 and CARES Act.
This course addresses the accounting and reporting requirements for investment securities and includes specific examples to illustrate the application. Key aspects of debt securities, such as classification, purchases, transfers, impairments, and presentation and disclosure, are addressed.
This Accounting Tools and Metrics for the CFO course is a one-stop problem-solver for today’s busy accounting executive. The course is a working guide to help you quickly pinpoint in the complex world of business: What to look for. What to do. What to watch out for. How to do it.
A review of apportionment of personal and business use, the actual cost/standard mileage method, and expensing. In addition, topics such as the benefits and costs of leasing vs owning, and working condition fringe benefits are discussed.
This VIDEO course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.
Climate Change Accounting and Sustainability Reporting (3.5 hrs)
A discussion of potential economic impacts and financial risks of climate change. Areas of accounting and financial statement disclosures that are impacted by climate change and other emerging risks are identified.
A discussion of the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each.
Discussion of the accounting and financial reporting impact that COVID-19 has on accounting and financial reporting, and the changes made by the CARES Act and the Consolidated Appropriations Act, 2021, including accounting for Paycheck Protection Program (PPP) loans and forgiveness.
A training course that defines different listening styles and skills that can be used by practice owners and practitioners to improve practice communications with office staff members and their clients.
This course discusses the disclosures required of companies, including those related to accounting policies, long-term purchase contract obligations, segmental information, related parties, risks and uncertainties, and interim financial reporting
This VIDEO course walks you through the basics and benefits of OKRs and why they are so powerful. The OKR cycle is discussed, including setting stretch goals to scoring achievement. Managing with OKRs and mastering the tips and tricks to implementing OKRS is also highlighted.
Discussion of the business and management duties that must be performed by the project manager or the practitioner leading the projects such as audits and reviews, consulting services, forensic accounting, financial planning, etc.
Sarbanes-Oxley Act and Corporate Governance (SOX Act) (6 hrs)
The course examines developments in finance and accounting and a series of corporate accounting scandals on the heels of the Enron debacle that have led to current sweeping accounting guidelines, proposals, and legislation—most notably, the Sarbanes-Oxley (SOX) Act.