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Walter Haig's Business Financial Health Checkup

ID: 66232
Friday May 30, 2025 09:00AM - 05:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$298.75
Members
$239.00
Your price
$298.75

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided.

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:

  • How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity
  • How to use analytical procedures to identify misstatements in financial information
  • Techniques for developing a "workable" business plan
  • Recasting GAAP financial statements into powerful management tools
  • Developing and using benchmarks to identify profitability problems
  • Identifying profitability key factors
  • The relationship of internal controls and the health of an entity
  • Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses
  • How to create "goal" statements that achieve results

Who will benefit:

This course is designed for practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Forgotten Managerial Accounting Tools for CPAs

ID: 66233
Friday May 30, 2025 09:30AM - 11:30AM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office!

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:

  • Target profit analysis
  • Break-even analysis
  • Relevant costs and decision-making
  • Standard costs and variances
  • Activity-based costing
  • Segment reporting and analysis

Who will benefit:

Accountants who have not recently considered managerial accounting techniques and proficient managerial accountants who desire fresh, practical illustrations of managerial accounting analysis and related decisions.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Fraud Busters: Controls to Prevent & Detect Fraud

ID: 66242
Friday May 30, 2025 12:30PM - 02:30PM
Topics:
Audit + Assurance
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection.

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 course include:

  • Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators
  • Revisiting the basics of controls - design vs effectiveness, preventative vs. detective
  • Entity-wide controls and how they can assist in fraud deterrence
  • Specific fraud types and the controls that could prevent and detect them

Who will benefit:

Anyone interested in preventing and detecting fraud in their organization.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

How Fraud Can Affect Smaller Organizations

ID: 66246
Friday May 30, 2025 02:00PM - 06:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security.

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 included in this course include:

  • The reasons for fraud
  • Fraudulent acts that are initiated against smaller organizations
  • Methods to stop fraud attempts against small businesses

Who will benefit:

Accounting and other business professionals with a need to understand small business fraud.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Managerial Accounting: Your Prescription for Better Decision

ID: 66700
Monday June 02, 2025 09:00AM - 01:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.

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 course include:

  • Target profit and Break-even analysis.
  • Relevant costs and decision-making.
  • Standard costs and variances.
  • Activity-based costing.
  • Segment reporting and analysis.
  • Budgeting.

Who will benefit:

This session is appropriate for any business professional who makes managerial decisions. Accountants who have not recently considered managerial accounting techniques will benefit from a refresher. Even proficient managerial accountants should appreciate fresh, practical illustrations of managerial


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Unlocking Deep Secrets: Case Studies in Financial Analysis

ID: 66706
Monday June 02, 2025 10:30AM - 12:30PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance.

- Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends.

- Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance.

- Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business.

This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance.

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 course include:

  • Overview of financial statement analysis
  • The impact of GAAP on financial analysis
  • Overview of the Balance Sheet
  • Overview of the Income Statement
  • The importance of the Statement of Cash Flows
  • Common Size Analysis
  • Trend Analysis
  • Profitability Ratio Analysis
  • Liquidity Ratio Analysis
  • Solvency Ratio Analysis

Who will benefit:

Finance and accounting professionals interested in financial analysis


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Side-Hustle CFO

ID: 66715
Monday June 02, 2025 05:00PM - 06:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$68.75
Members
$55.00
Your price
$68.75

This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses!

Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your spare time. By providing a service that your clients really want, you can supplement your income by upwards of $6k per month working only 4 hours per client - with only 3 clients. We'll cover the systems you need to start your own advisory service including how to package, price and market your business.

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 course include:

  • The systems you need to start your own advisory service.
  • Information on how to package, price and market your business.
  • Transforming accounting knowledge into expertise you can sell.

Who will benefit:

Accountants, CPAs, bookkeepers, and enrolled agents.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

How Changes in Business Methods Affects Internal Control

ID: 66717
Tuesday June 03, 2025 09:00AM - 05:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$298.75
Members
$239.00
Your price
$298.75

New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible.

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:

  • How is business changing.
  • What is driving the change and how long will it last.
  • How specifically is an organizations control system important.
  • What steps are needed to “keep up” with the upheaval.

Who will benefit:

Accounting and other business professionals with a need to understand internal control changes business operation updates.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

2025 Governmental GAAP Update: Navigating GASB Standards

ID: 66722
Tuesday June 03, 2025 10:30AM - 12:30PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies.

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 course include:

  • New GASB standards:
    • GASB 100, Accounting Changes and Error Corrections.
    • GASB 101, Compensated Absences.
  • Practical case studies. 
 

Who will benefit:

Practitioners serving governmental entities as well as those who work in governmental financial reporting.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Common Financial Statement Disclosures

ID: 66731
Tuesday June 03, 2025 03:30PM - 05:30PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic 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 class include:

  • General disclosures about the entity and its environment
  • Common critical information useful to financial statement readers for making economic decisions
  • Explain results of operations through information that supplements the face financial statements

Who will benefit:

Accountants at all levels interested in remaining current with accounting and financial reporting requirements


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.