Description:

This course provides an overview of the revenue recognition standards prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 606. This course focuses specifically on the five-step ...

Description:

Description:

This course provides an overview of the use of reverse mortgages for purchasing homes, specifically focusing on the Home Equity Conversion Mortgage for Purchase (H4P) program. It is designed for profe ...

Description:

Description:

Description:

In this practical webinar, you will review the Committee of Sponsoring Organizations of the Treadway Commission (COSO) Framework for Internal Controls, including various types of internal controls and ...

Description:

Many organizations have gone through extensive efforts to comply with Sarbanes-Oxley and other internal control regulations to ensure accuracy in their financial statements. However financial statemen ...

Description:

In this practical webinar, you will review the Committee of Sponsoring Organizations of the Treadway Commission (COSO) Framework for Internal Controls, including various types of internal controls and ...

Description:

Upon successful completion of this course participant should be able to be complete the following objectives: -Update participants regarding the primary changes to Compilation & Review standards (AICP ...

Description:

Description:

This course covers the essentials of proofing, collaborating and reviewing changes to a document.

Description:

This course covers the essentials of proofing, collaborating and reviewing changes to a document.

Description:

Description:

Description:

Broker-dealers that claim they are exempt from Securities Exchange Act (“SEA”) Rule 15c3-3 (“Rule 15c3-3”), Customer Protection, must implement internal controls to maintain and monitor compliance wit ...

Description:

Description:

‘If it isn’t documented, it didn’t happen.’ Auditors understand the importance of documentation. Audit documentation provides the principal support for the independent auditor’s report. Therefore, wor ...

Description:

As part of your vendor management due diligence, you should be reviewing your vendor's financial performance annually (or perhaps quarterly if results dictate a more frequent review). We'll go through ...

Description:

Monitoring a vendor’s financial viability is a critical component of a thorough due diligence process. It not only shares insight into the vendor’s overall numbers and financial health, but also gives ...

Description:

The compilation engagements and review engagements are not assurance engagements, they do not require the accountant to verify the accuracy or completeness of the information provided by management or ...

Description:

While the core tenants of ethical behavior remain the same over time, it's still incredibly vital to stay up to date on regulatory ethics changes that affect financial professionals. This course discu ...

Description:

Charitable giving in financial and estate planning can be complex in nature. This course provides participants with an understanding of, and familiarity with, charitable giving concepts. In addition, ...

Description:

Join Fredrikson & Byron’s Tax Disputes & Litigation Group and guest Mark Haveman, Executive Director of the Minnesota Center for Fiscal Excellence (MCFE), for our next State Tax Webinar. Haveman and M ...

Description:

Michael Markhoff offers a compelling discourse on the delineations between irrevocable and revocable trusts. Discussions of the former include a detailed profile of the typical client, the alternative ...

Description:

Are you looking for a way to streamline your accounting processes and reduce expenses? Look no further than this CPE webinar focused on Google Forms. Discover the power of cloud-based data collection ...

Description:

For the financial executive, coming to grips with the challenges of business and profitability have never been greater. Traditional costing systems provide only minimal guidance to the financial and a ...

Description:

For the financial executive, coming to grips with the challenges of business and profitability have never been greater. Traditional costing systems provide only minimal guidance to the financial and a ...

Description:

Since the 1970s, Business Process Automation (BPA) has been a game-changer in improving operational efficiency and reducing human error. Initially, BPA focused on replacing repetitive manual tasks wit ...

Description:

Since the 1970s, Business Process Automation (BPA) has been a game-changer in improving operational efficiency and reducing human error. Initially, BPA focused on replacing repetitive manual tasks wit ...

Description:

A revolution is taking place in small business accounting. While traditional desktop products such as QuickBooks and Sage 50/Peachtree continue to hold the lion's share of the market, newer solutions ...

Description:

The role of retirement plan fiduciary is challenging, yet important and honorable. Mr. Thixton will walk you through the duties of a fiduciary and offer insights to help you effectively manage and mea ...

Description:

This course explores why recognition—the acknowledgment and appreciation of a person's efforts—and reward—the tangible symbol of that appreciation—are important to job satisfaction and employee retent ...

Description:

Is Your Mindset Quietly Limiting Your Potential?Many of us unknowingly hold ourselves back with profoundly ingrained thought patterns shaped by long-held beliefs. These outdated patterns can fuel fear ...

Description:

State and Federal Registered Investment Advisers’ (RIA) regulatory responsibilities must be top of mind, even during the Covid pandemic. In this class, investment adviser representatives (IAR) learn a ...

Description:

The Administration Portal is the gateway to managing your organization in Office 365. RIA owners have a fiduciary responsibility to know the basics for controlling this key internal communication hub ...

Description:

This timely course gives you the opportunity to review, identify and discuss investment adviser compliance action items that should be part of the compliance officer’s year-end checklist. To help revi ...

Description:

Get ready to implement IRA Giving strategies with donors and clients.  Learn strategies directly from a panel of tax, philanthropy, legal and financial professionals. By the end of the session, partic ...

Description:

This course steps beyond the ERM 101 course, delving further into the phased approach to establishing ERM processes and implementation.

Description:

This course steps beyond the ERM 101 course, delving further into the phased approach to establishing ERM processes and implementation.

Description:

This session steps beyond the ERM 101 course, delving further into the phased approach to establishing ERM processes and implementation.

Description:

This session steps beyond the ERM 101 course, delving further into the phased approach to establishing ERM processes and implementation.

Description:

Description:

This course is tailored for Padgett firm owners seeking to optimize their staff structure according to firm size. Jeff Phillips will explore typical staffing models for various stages of firm growth, ...

Description:

This webinar concentrates on preparing the department for the new tax calendar year.  Topics include IRS new limits on pension plans, updates to forms W-2, W-4 and 941, discussion of new or pending fe ...

Description:

Description:

The U.S. Supreme Court's 2018 South Dakota v. Wayfair decision has transformed the landscape of sales tax compliance. Businesses no longer need a physical presence to be obligated to collect sales tax ...

Description:

Description:

In this module you will learn how to perform risk analysis regarding short-term liquidity and long-term solvency.

Description:

Despite the evident advantages of risk appetite statements as decision-making aids, nearly half of organizations still lack a formalized risk appetite statement. Recent years have accentuated the comp ...

Description:

Despite the evident advantages of risk appetite statements as decision-making aids, nearly half of organizations still lack a formalized risk appetite statement. Recent years have accentuated the comp ...