Accounting CPE Individual Courses

Part of being a CFO or Controller is protecting the assets of the organization and managing risk. While many financial leaders feel comfortable with the strategic aspect of this task, finding the right insurance coverages can leave one feeling out of their element. This course will focus on three common business policies – the package policy, the business & property policy, and the cyber policy. Through case studies and illustrative examples, we will explore what these policies cover, as well as what they don’t cover. We will also discuss how to have more productive conversations with outside insurance brokers.

Learning Objectives:

• Identify the basic parts of a P&C insurance policy
• Recognize the basic approach to building an insurance program for a company
• State the coverages and exclusions for commercial package, building & property, and cyber insurance policies
• Identify techniques to building a better partnership with outside insurance brokers

The goal of this program is to help you better understand how to make effective presentations and conduct effective question-and-answer (Q&A) sessions.

Learning Objectives:

• Identify various ways to manage speaking anxiety while planning and preparing presentations, while delivering presentations, and while conducting Q&A sessions.
• Recognize the basic elements of effective business presentations ranging from matching the subject matter with the audience and choosing the right visual aids to communicating confidently and persuasively.
• Identify the presentation process steps ranging from planning and preparing presentations to evaluating presentations and Q&A sessions.

You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications, we will talk about how our modern notions of portfolio building have developed throughout history.

Learning Objectives:

• Identify the contributions of Harry Markowitz to Modern Portfolio Theory
• Recognize how the concept of diversification has changed over time
• Distinguish between the major factor investing models

This program discusses all facets of mergers and acquisitions (M&As) including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, valuation methods, financial effects of the merger, holding companies, takeover bids, SEC filing requirements, accounting and reporting requirements for business combinations, and financial analysis of combinations. Also addressed is emergence of corporate development officers (CDOs).

Learning Objectives:

• Identify the characteristics of mergers and the different types of mergers.
• Recognize the benefits of mergers and why certain companies may choose an acquisition strategy.
• Recognize the definition of due diligence when considering a merger.
• Understand how different mergers may affect taxation and financial results.
• Recognize antitrust guidelines used to determine whether certain mergers would be challenged by the Department of Justice.
• Identify factors relevant to the stock acquisition of another company.
• Recognize Securities and Exchange Commission (SEC) rules regarding mergers.
• Identify advantages of different methods of financing a merger.
• Recognize different defensive measures used by target companies.
• Identify different approaches and techniques for merger valuation.

• Recall which branch of ethics is closely aligned with regulatory guidance in organizations.
• Identify prevailing global trends in business ethics.
• Identify key concepts practitioners should be mindful of when practicing across different jurisdictions.
• Recall various ethical standards pronounced by select rule-making bodies.

This course is designed to satisfy the 4-hour ethics CPE requirement in most state jurisdictions. This ethics program will satisfy jurisdiction CPE requirements that are not state specific for a 4-hour regulatory ethics program based on the AICPA Code of Professional Conduct generally effective for periods after December 15, 2014. It addresses Ethics Code requirements for all members, members in public practice, members in business, and other members.

Learning Objectives:

• Recognize the major points of the AICPA Code of Professional Conduct.
• Identify ethical threats and safeguards associated with members practicing in public practice, in business, or applicable to other members.
• Define the AICPA Code of Professional Conduct rules applicable to all members as well as rules applicable to members in public practice and members in business.
• Identify the AICPA's Code of Professional Conduct rules applicable to integrity and objectivity, independence, general standards, acts discreditable, commissions and referral fees, advertising, confidential information, and form of organization and name.

This course is designed for accountants seeking an overview of financial accounting concepts. Topics include: The Sarbanes-Oxley Act, uses and analysis of financial statements, financial performance and financial forecasting and cash budgeting. The goals of this course are fourfold:

• It provides an understanding and working knowledge of the fundamentals of financial decision making and strategy that can be put to practical application in day-to-day jobs of accountants and managers.
• It also concentrates on providing a working vocabulary for communication.
• It uses examples and illustrations, with emphasis on the practical application of financial concepts, tools, and methodology.
• It also includes guidelines, rules of thumb, diagrams, graphs, and tables to aid your comprehension of the subjects discussed.

Important: This course, "Accountant's Guide to Accounting & Financial Management v3.0" has been republished in our new course platform. There has been a slight change to the course id; however, the content is the same, with only minor updates. If you have already received credit for this course title in our old platform, you cannot receive credit again.

Learning Objectives:
After completing this course, participants should be able to:

• Identify the objectives of managerial finance.
• Distinguish between profit maximization and stockholder wealth maximization.
• Recognize factors that affect the value of a firm.
• Recognize the role of financial managers.
• Recognize the various legal forms of business organization.
• Identify the basic financial statements used by a firm.
• Recognize how the balance sheet portrays a company's financial position.
• Identify the components of a statement of cash flows.
• Recognize how footnote disclosures are used, and requirements for segment reporting.
• Recognize reporting requirements of the Sarbanes-Oxley 404.
• Identify which factors are used in evaluating a firm's stock.
• Recognize a comprehensive set of financial ratios and how to interpret them.
• Recognize how ROI can be enhanced by management.
• Identify the basic components of the Du Pont formula and how it can be used for profit improvement.
• Recognize steps in projecting financial needs by using the percent-of-sales method.
• Identify major steps in preparing the master budget.
• Recognize how the cash budget can be used to more effectively conduct financial management.