Receive a practical overview of the most important issues facing entities and accountants. Review the basis behind significant issues and trends in plain language, enabling professionals to understand the most important aspects of relevant...
Multiple tangible and intangible factors can drive a CPA firm's long-term success. Discuss proven tips and techniques for ensuring your firm can grow and expand your "business" from within healthily. Review how to improve in three key areas:...
In June 2022, the AICPA Auditing Standards Board (ASB) issued three interrelated standards on quality management (collectively, the QM standards). The new QM standards represent a significant change in how CPA firms will approach audit and...
It's been said that you cannot fit a square peg into a round hole. The same principle holds for audits of not-for-profit entities. You cannot apply a standard commercial audit approach to auditing a not-for-profit entity and expect a good fit....
Professionals must have a strong working knowledge of the reporting requirements to prepare accurate and effective not-for-profit financial statements. Examine the requirements and how they manifest in the financial statements, and clarify...
Focus on one key role we all share – being a reviewer. Every financial professional must review. We review processes, systems, test results, performance, taxes, financials, timelines and progress. The spotlight is to enhance our skills as...
Financial managers are continually asked to do more with less. Without a practical knowledge of lean techniques, getting the most out of your accounting operation is virtually impossible. Discuss lean concepts and methods and how to apply these...
The law can be your best friend as an accountant or your worst enemy. The difference between the two is knowledge - do you possess it or not? Discuss the basics of legal procedure, evidence, torts, employment law, constitutional law, criminal...
The employer-employee relationship strains both sides in uncertain times. Businesses need CPAs, controllers and other advisors to understand the complicated legal, tax and health care issues associated with all aspects of employment, especially...
Cover SQMS 1 and 2 and the related engagement level standards (SAS 146 and SSARS 26). The new standards will require a risk-based approach to quality management and the documentation of an information and communication process. SQMS 1 must be...
