CPE & Event Catalog

Boiler and machinery insurance. Business interruption insurance. Commercial automobile insurance. Commercial crime insurance. Commercial general liability insurance. Cyber risk insurance. Directors' and officers' liability insurance. Life insurance. Medical insurance. Political risk insurance. Professional liability insurance. Property insurance. Surety bonds. Surplus lines insurance. State unemployment insurance. Workers' compensation insurance. Reinsurance. Insurance for the home business.

U.S. GAAP vs. IFRS. Revenue recognition and business combinations. Business combinations similarities. Business combinations differences.

Team roles. High-performing teams. Success behaviors.

Cognitive routines. Psychological safety. Learning from risk and failure.

Rearranging a pivot table. Modify a pivot table. Slicers. Group. Pivot table calculations. Auto formatting a pivot table. Pivot table charts. Data source.

Value pricing defined. Sales cycle. Proposals. Value pricing. Sales. Buying.

Managing risks. Selecting insurance companies. Transferring client risk. Marketplace products. Insurance client needs. Insurance contracts. Life insurance policy.

SQMS 1. SQMS 1. SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.

Review the AICPA Code of Professional Conduct and key Washington differences. Discuss new developments at the national and state level in ethics in the last three years. Explore best practices for CPAs in public accounting and industry. Highlight emerging issues.

Key factors for determining if an individual is a good candidate for a 72(t)payment program. Strategies for calculating 72(t) payment amounts. How to avoid transactions that could result in a modification. The exception that allows switching of the 72(t) calculation method. The exception that allows a 72(t)-payment program to be discontinued.

Pricing. Sales and advertising. Inventory. Production shortfalls. Profit targets. Unrealistic break-even point. Excessive cost-to-production volume. Weak sales mix. Potential loss of a contract. Risk-return unbalance. Risk in the industry, and more.

Section 179D.

Fraud.

Current audit requirements.

The 45L Energy Efficient Home Tax Credit.

7 habits of effective auditors.

Search for financially viable solutions. Prune the business. Manage the bottleneck. Advise on acquisitions. Act on risk. Monitor cash flows. Manage strategy. Search for the next crisis

Search for errors. Adjust workloads. Eliminate reports. Close the books fast. Automate transactions. Improve cash flows. Point out financial problems.

Cryptocurrency.

Compilations. Preparation engagements. Efficiency tips.