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.
Budgeting for Profit Planning and Control (11 hrs)
This course explains what budgets are, how they work, how to prepare and present them, and how to analyze budget figures and results. New developments and uses of budgets such as rolling budgets at various managerial levels within a business are illustrated that combine budgeting, forecasting analytics, business intelligence, and collaboration.
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.
CPA Ethics: General Standards and Acts Discreditable (1 hr)
This course presents general standards and acts discreditable found within the AICPA Code of Professional Conduct along with ethical dilemmas. It fulfills a 1-hour ethics requirement in states that do not require a state-specific course.
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 basic course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner.
Fraud: Ensuring Integrity in Financial Reporting (6 hrs)
This course identifies techniques used to manipulate financials and regulations that protect investors from unethical business practices. Corporate governance and protecting shareholder value is also discussed.
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
An overview of energy tax credits and incentives, taxes and fees on fossil fuel, major features of the reinstated corporate AMT, electric vehicles, stock repurchases, and selected non-tax aspects of the IRA of 2022 legislation.
This course discusses all facets of mergers, acquisitions, and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.
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.