CPE & Event Catalog

Why the brain can remember some things a hundred times better than others. Why we typically forget names and faces, and what can be done about it. How our emotions follow the motion of our body, and how that can be used to instill instant confidence. How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques. How to prevent dementia and brain "fog" using specific supplements and exercise. How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life. How to use the concept of constant learning to help you maintain a balanced and fulfilling.

Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health, and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.

The role of the trustee and how to avoid problems. How to use trusts to avoid probate. How revocable living trusts are affected by income, gift, and estate taxes. Marital deductions and marital and bypass trusts. How an irrevocable trust can be the center of an estate plan. Advantages of an irrevocable life insurance trust. How to create a dynasty trust. Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool. Trust options to provide security for older clients. Advantages, tax consequences, and limits on charitable contributions and private foundations. Charitable remainder and charitable lead trust issues. How trusts can serve as asset protection devices. Business trust issues.

Procurement phases. Fraud schemes. Fraud red flags. Fraud control activities and safeguards.

Communication. Leadership. Character. Behavior.

Languages of appreciation. Appreciation strategies.

Employee engagement. Values-based governance. Organizational culture. Employee relations.

History of sustainability accounting. Sustainability metrics for industry. Published sustainability standards.

Understand the current exemption amounts and estate tax rates. Unravel the complexities of gifting rules and types of trusts. Navigate the nuances of wealth transfer.

The origin of the Dark Web and the Deep Web and their relationship to the "ordinary" Internet. How to connect to and browse the Dark Web. Security risks associated with accessing the Dark Web. Potentially beneficial sites and applications on the Dark Web.

Payroll accounting.

Financial statements, the Sarbanes Oxley act, and corporate governance. How to evaluate and improve a company's financial performance. Internal accounting applications for your company. Cost-volume-profit analysis, operating leverage, and discounting analysis. Capital budgeting. Assets management, financing techniques, and portfolio theory. Long-term debt and equity financing. Decision-making with forecasting. The evolving world of accounting.

The acquisition method. Financial statement disclosures and business combination. Business combination achieved in stages. Reverse acquisitions. Private company alternative. Asset acquisition vs. Business combination.

Financial statement translation. Foreign currency transactions. Other foreign currency topics.

Scope of ASC Topic 460. Guarantees within scop. Guarantees outside of scope. Recognition scope exception. Measurement of guarantees. Noncontingent part of a guarantee. Contingent part of a guarantee. Consideration of transactions within the scope of ASC Topic 326-20. Recognition of guarantees. Subsequent measurement. Guarantees within the scope of ASC Topic 326-20. Guarantee disclosures. Loss contingencies. Guarantor's obligations. Product warranties. SEC filer examples.

Accounting for investments. Equity method. Nonprofit investment accounting. Investment controls and procedures.

Nature of a lease. Lease components. Initial direct cost. Lease consideration. Lease term. Initial measurement of lease payments. Subsequent measurement of lease payments. Types of leases. Asset and liability recognition. Initial measurement. Lease recognition topics. Variable lease payments. Lease modifications. Elections. Sale and leaseback transactions. Lease presentation. Lease disclosures.

Nonprofit GAAP. Common accounting errors. Risk management.

Contributions received. Financial statements. Disclosures. Contribution versus exchange. Conditional contributions. Contribution classification. Services received from personnel of an affiliate. Contributed nonfinancial assets.

What is and is not internal use software? Scope of internal-use software guidance. Hosting arrangements. Stages of software development. Commencement of capitalization. Amortization - cloud-based arrangements. Balance sheets. Statement of cash flows.