Complexity Clearly Explained

This course is designed for accounting and finance professionals who desire financial reporting flexibility for small- and medium-sized entities (SMEs). We examine special-purpose frameworks (SPFs) that may offer simplification while enhancing the usefulness of financial reporting for SMEs and discuss practical ways to align financial reporting with the decision-making needs of users and other stakeholders. 

This course explores provisions of Statements on Standards for Accounting and Review Engagements (SSARS) that govern review, compilation, and preparation engagements. Participants will recall foundational concepts, examine recent updates, understand practitioner responsibilities, and apply best practices for engagement performance. Attendees will learn how to efficiently perform SSARS engagements while complying with professional requirements.

This comprehensive session is a must-attend event for any professional accountant who prepares financial statements for either a private enterprise or a firm client. We illustrate best practices for presentation and disclosure by revisiting fundamentals of financial reporting for various industries. This workshop explores best practices for U. S. GAAP in addition to considerations for special purpose frameworks. 

This hands-on workshop offers an analytical approach for designing, executing, and communicating results of a comprehensive financial statement analysis. We will explore numerous techniques and approaches that facilitate in-depth financial statement analysis. This course is designed for both CPAs in public accounting and those members working in industry.

This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements.

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. 

Savvy accountants pay attention to fraud trends so they can implement preventive and/or detective controls. This course examines novel frauds to explore potential mitigation measures. Participants will see how selected frauds were accomplished so they can consider internal controls that could have foiled the fraudsters’ nefarious efforts. We examine broad ethical considerations and specific provisions of the AICPA Code of Professional Conduct. Along the way, we consider dramatic details of sever

This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts while integrating and analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. 

This program explores the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. We offer practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers, with particular emphasis on internal controls of small-to-medium clients.

Have you ever wanted to reduce the number of financial statement review points you receive? Are you curious about a reviewer’s thought process? This hands-on session will answer these questions by helping you understand the role of an engagement quality control reviewer and allow you to step into the reviewer’s shoes by performing a quality control review during the class session. You will leave with an understanding of best practices for minimizing your exposure to critique by reviewers. 

This hands-on course introduces practical Excel applications for public accountants who want to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways to use Excel as a tool for analysis and reporting. We will introduce numerous analytical methods and techniques that unleash the power of Excel for data analysis and reporting. Bring your laptop and join us as we dig into Excel to unearth its hidden treasures!