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Risk, Cost, and Cash Management for Controllers and Financial Managers

ID: 59174
Wednesday March 13, 2024 09:00AM - 01:00PM
Topics:
Business Management + Strategy
Risk Management + Fraud
Non-members
$261.00
Members
$213.00
Your price
$261.00

Add value to your organisation through improved risk, cost, and cash management (bold)

When an organization fails, it is usually due to several factors. These often result from a number of undetected, poor practices that infect and grow throughout the entire organization. They can include a lack of understanding of costs, poor asset allocation, systems that support the status quo, failure to identify risk, tunnel vision by management, and so on. Often, management will repeat poor practices across the enterprise. For example, do you think a so-called "budgeting crisis" is normally due to the budget, or actually hidden, existing problems that were uncovered due to the budgeting process?

This webcast demonstrates the use of practices and techniques specifically designed to assist sbf111胜博发 and other financial professionals in adding value to their company through improved decision-making, cost management, understanding business cycles, managing continuous improvements, cash management, and risk management. Examples of actions by both successful and failed organizations are used throughout the session. 

Learning Objectives:
· Identify and correct practices that can negatively impact an organization.
· Determine and measure cost drivers and trends.
· Recall how to navigate an organization through the business cycle.
· Apply and manage a variety of improvement programs.
· Apply cash management activities and consolidate them into an organization’s plans.
· Identify how to manage risk throughout the enterprise.

Who will benefit:
Owners
Controllers
Treasurers
Financial officers
Other financial managers in organizations with less than $250 million in sales

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING CENTER. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Retirement Planning: Next Stage for You or Your Client

ID: 59598
Wednesday March 13, 2024 02:30PM - 04:30PM
Non-members
$111.25
Members
$89.00
Your price
$111.25

If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

 

  • Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about
  • It's About Time -- Discovering a new sense of purpose
  • Money Matters -- Assessing your financial conditions
  • Relationships Matter Too -- Addressing needed or potential changes in your relationships
  • Healthy Habits -- Examining new or renewed ways to stay healthy
  • Who I Am -- Creating a new identity, and answering "So what do you do?"
  • My Master Plan -- Figuring out what to do next

 

 

Who will benefit: A professional considering, planning or engaged in retirement for oneself or for one's clients

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Town Halls 2024 - March

ID: 59479
Thursday March 14, 2024 12:00PM - 01:00PM
Topics:
Business + Economic Update
Member Complimentary Learning
Non-members
$35.00
Members
$0.00
Your price
$35.00

Registration for Town Hall will cut off at 11:00am day of event.

Tune in to OSCPA's Town Hall Series where you'll get the lowdown on today's hottest topics, late-breaking regulatory news and information on OSCPA initiatives that are shaping the profession. Hosted by OSCPA President & CEO Scott D. Wiley, CAE, the Town Hall Series also features guest speakers who will share their insights and perspective on the emerging issues that need to be on your radar. Get interactive as we offer up quick polls to gauge your thoughts on the content presented. You'll also have a chance to weigh in during a Q&A session at the close of each Town Hall. And you'll earn 1 credit of complimentary CPE for each Town Hall you attend. Members tell us it's the best investment of 60 minutes.

Creating a High Performance Culture - Post Pandemic

ID: 59599
Thursday March 14, 2024 12:30PM - 01:30PM
Topics:
Talent Management + Human Resources
Non-members
$68.75
Members
$55.00
Your price
$68.75

Discuss trends and changes impacting the American workforce. Discover "why" culture matters, the "benefits" of great cultures, and the workforce challenges created both before and after the pandemic. Once the audience has clarity on these items, the presentation shifts to "how" to create a great culture in our post-pandemic environment. Jim provides practical tools that can be implemented at any organization. Some of the tools are directly related to the new challenges resulting from the COVID-driven pandemic. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

  • Why Culture Matters
  • Workforce Challenges
  • Creating a High Performance Culture
  • Practical Tools

Who will benefit: sbf111胜博发, CFOs, Business owners and leaders, business service professionals, HR leaders and professional

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Partnership & S Corporation Checkup: Key Developments

ID: 59600
Thursday March 14, 2024 02:00PM - 04:00PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

The presentation includes an in-depth discussion of the when the Forms 1065 and 1120S, Schedules K-2 and K-3 must be completed, as well as important developments for filing 2021 flow-through entity tax forms and other recent developments impacting both partnership and S corporation entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

  • IRS enforcement against partnerships
  • New K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactions
  • Sale/merger of a partnership
  • The new Sub S Form 7203 - shareholder basis computation
  • S corporation compensation
  • PPP loans and the Forms 1065 and 1120-S

 

Who will benefit: sbf111胜博发 in public practice and industry seeking an update on the latest tax developments impacting partnerships and S Corporations.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

How Machines Are Coming Alive and Ruling the World

ID: 59601
Friday March 15, 2024 10:00AM - 12:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

The course provides a concise overview of the Internet of Things (IoT), a global ecosystem of advanced technologies that connect objects to the Internet, each other and people. Discover how new IoT apps and devices are being used to increase operational efficiency, develop post-transaction relationships, and create new revenue streams in enterprises worldwide. You'll walk away with a fundamental understanding of IoT applications and their potential to help accountants boost their relevance, value, and revenue. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

 

  • What is the Internet of Things (IoT)? 
  • IoT In Action
  • IoT Economic Impacts
  • How IoT Will Impact Accountants
  • Structured vs. Unstructured Data:  The New Accounting Frontier
  • Leading IoT Challenges and Risks
  • Emerging IoT Business Models for Accountants
  • How to Monetize IoT
  • IoT Starter Strategy
  • IoT Case Studies

 

Who will benefit: Practitioners who want a basic, non-technical understanding of Internet of Things applications and devices, ow to start positioning themselves and their operations to take full advantage of the technology.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Section 199A Deduction: Rules & Forms Reporting

ID: 59602
Friday March 15, 2024 12:30PM - 02:30PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

  • A deep-dive look at the Section 199A flow-through entities deduction
  • Calculation of qualified business income
  • Application to rental real estate - "safe harbor" rule and aggregation rules
  • Self-rental rule for 199A compared to self-rental rule for passive activities
  • Differing impact on the sole proprietorship, partnerships and S corporations
  • Forms reporting in Form 8995 and Form 8995-A
  • 199A flowchart

Who will benefit: sbf111胜博发 in public practice and industry seeking an update on the latest tax developments impacting the flow-through entities deduction.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Audit Quality and the Current Practice Environment

ID: 59603
Friday March 15, 2024 03:00PM - 05:00PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

This session will highlight the current practice landscape and related trends, recap the impact of the AICPA's Enhancing Audit Quality Initiative on the peer review process and results, and evaluate how to address keys risks stemming from the current business climate. Discuss common peer review, ethics and regulatory findings and provide tips for ensuring practice quality. Discuss key aspects of the AICPA's new Quality Management Standards and implementation strategies. Consider how emerging technologies are changing the nature of assurance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

  • Overview of the trends in the practice environment impacting audit quality
  • Update on the AICPA's Enhancing Audit Quality
  • AICPA Peer Review Board's areas of focus
  • Common peer review, ethics, and regulatory findings
  • How the current business climate is challenging compliance with professional standards and the key areas to focus on during the audit risk assessment process
  • Common practice issues and tips for achieving high quality engagements
  • AICPA's Quality Management Standards and strategies for implementation
  • Emerging technologies and new assurance opportunities

Who will benefit: sbf111胜博发 in Public Practice.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

The Lifecycle of a Criminal Tax Investigation

ID: 59604
Monday March 18, 2024 11:30AM - 01:30PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

Who investigates tax crimes and how are tax crimes prosecuted? Considered the "World's Finest Financial Investigators", the IRS-Criminal Investigation (IRS-CI) has sole jurisdiction in tax crimes and boasts a greater than 90% conviction rate. This agency was responsible for Al Capone going to federal prison and 90 years later they continue to investigate tax crimes such as tax evasion, filing false tax returns, and unpaid employment taxes. The course discusses how IRS-CI finds tax cases to prosecute, what happens during the course of the investigation, what techniques are used to prove tax crimes, what federal criminal statutes are commonly used, how IRS-CI evaluates an investigation, and the expected consequences of a successful prosecution.

The major topics that will be covered in this class include:

  • Who investigates tax crimes?
  • How are the tax crimes found?
  • What happens if tax crimes are discovered?
  • What steps are taken from the beginning of the investigation to imprisonment?

 

Who will benefit: Practitioners who are interested in how federal tax crimes are discovered and how the story unfolds for defendants who are allegedly committing tax violations.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

IRS Tax Liens and Tax Levies

ID: 59605
Monday March 18, 2024 12:00PM - 02:00PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

This program explains the mechanics of the IRS enforcement tools, when each is utilized and what practitioners can do to assist their client’s either avoid enforced collection or get relief when action is taken. The program will cover how to have tax levies released, discharging and subordinating tax liens, and explain nominee liens and transferee liability. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

  • The mechanics of the two big IRS enforcement tools
  • Tax liens and tax levies
  • How sbf111胜博发 can help clients deal with these issues

Who will benefit: sbf111胜博发

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.