How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and...
During this presentation, the most common mistakes made by employee benefit plan auditors, as well as, plan sponsors will be identified. Best practices for handling specific issues...
The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023). It has quickly gained acceptance as the set of best practices for preventing...
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses...
Strategic Planning for SMEs
The AICPA's Auditing Standards Board has several large projects that will be impacting entities in the near future. We'll take a deep dive into the changes related quality...
A significant amount of information is electronically initiated, recorded, processed, or reported, and information to be used as audit evidence may be available only in electronic...
Leaders naturally wield power and influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves and others. Words,actions and deeds...
By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning...
Organizations that use primitive costing methods make predictable mistakes. They allocate too much cost to easy, high-volume "gravy" products and too little cost to difficult, low...
Based on an AICPA Enhancing Audit Quality study, 23% of all single audits subject to enhanced oversight were materially non-conforming with professional standards due to failure to...
The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions...