Accounting and Financial Training Programs

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  • 1 Request Info

    Avoiding Compliance Failure in Banking and Financial Accounting: The Importance of Transaction Analysis, Internal Accounting and Financial Modeling

    This webinar will provide an overview of the accounting techniques used in banking and in capital markets businesses by those such as asset managers to analyze, monitor and record a firm’s transactions, financial status and operations, for internal use as well as for third parties such as administrators and auditors. Who Will Benefit: Financial compliance and operations personnel Management consultants Investors Instructor Profile: Peter Laurens is founder and CEO of Rockwell Risk Advisors, LLC (RRA), a boutique consulting firm based in New York, specializing in enterprise and sovereign risk advisory for the alternative investment industry. Mr. Laurens has 15 years’ experience in finance and risk management, with focus on the emerging and frontier markets. Use coupon code 232082 and get 10% off on registration.
  • 2 Request Info

    Tax Implications of the Affordable Care Act (Employee Emphasis)

    You have no doubt heard of the Affordable Care Act. As of the 2014 tax year, there are several aspects of the Act ready to "kick in". This webinar focuses on the "employee" side of the Act. You will learn what the Individual Penalty is really all about. We will also discuss what constitutes Minimal Essential Coverage, and the State and Federal Exchanges. You will also learn a little-known aspect of the Act that may require you to pay more than the $95 penalty for not being insured. Finally, we will discuss the many exemptions available, and how the IRS can enforce collection of the Individual Penalty. You will also learn how you can prove coverage to the satisfaction of the IRS. If you have questions about complying with the Act as an individual, this is the webinar for you!
  • 3 Request Info

    Solving the Succession Planning Puzzle

    How relevant is your leadership team for today, tomorrow and 10 years from now? Has the perfect storm affected your leadership, business as well as the timing of your retirement? Has it disrupted the momentum and caused those whom you believed to be your next generation of leaders to hesitate, and all together depart from that role? In this program you'll learn the key things to build a solid business for tomorrow today! KEY SKILLS FOR TOMORROW'S LEADERS: What the next generation looks for to engage What you should look for to identify new leaders Questions to ask to make sure you can pass the reins Take on the challenge of the shift of human capital so that you are building for the future today. Make sure you are building a strong leadership culture as well as a culture that will make it RAIN new business.
  • 4 Request Info

    Sales and Use Tax

    Scott regularly presents Sales and Use Tax seminars for National Seminars Group, and appreciates the complexities involved in understanding these unique forms of taxation. In this live webinar he will guide you through the basics of Sales and Use Tax, defining "nexus" with a taxing authority, understanding what constitutes a "taxable person" and "taxable transaction", and how to survive an audit. What You'll Learn: -Definitions of Sales and Use Tax -Legal/Historical Framework of Sales Tax -Measuring Sales Tax -Applying Sales Tax -Gross Receipts vs Consumer Levy -The Concept of "Nexus" - How to Determine if You Should Charge Sales Tax -Multi-state Tax Compact -Streamlined Sales Tax Agreement Among States -How to Handle a Sales Tax Audit
  • 5 Request Info

    Build the Six-Figure Practice of Your Dreams

    If youre a professional Service expert such as an attorney, accountant, architect, engineer, or consultant whos ready to attract more customers and grow your own practice or increase revenue, mark your calendar now for a powerful webinar you wont want to miss. International speaker and recognized Rainmaker Ed Robinson will share his powerful, proven Make it Rain formulas with you. Youll learn how to skillfully rethink and retool your marketing and sales efforts in ways that will help you reach and close more deals, more often and with more profit. Discover tested, proven methods and systems top professional service firms are using to grow their business, referrals and revenues even in this economy! This program is a marketing boot camp module that is guaranteed to bring more new and qualified clients into your practice. THIS WEBINAR WILL EXPAND YOUR BELIEF OF WHAT IS POSSIBLE FOR YOUR PRACTICE WITH: Step-by-step techniques Easy to implement strategies A color-by-the-numbers approach
  • 6 Request Info


    Click on the name of the course to be taken to our website for class schedule, class outline, and to register. In the current environment of cut-throat competition, razor-thin profit margins, and increasing scrutiny from stakeholders, mastering the fundamentals of financial management is a must for everyone with a stake in their company's and in their own professional futures. Packed with step-by-step examples and illustrative case studies, and updated to reflect the latest trends in the economy and in financial policy, this class is a nuts-and-bolts guide for managers, entrepreneurs, seasoned executives, teachers, and students alike. Featuring new commentary on corporate accountability, updated interactive templates, study questions, , this class covers all the key aspects of financial management. Two day class. Cost is $1120.00.
  • 7 Request Info

    Are you Ready for New COSO? December 2014 is Approaching

    With December 2014 approaching, this webinar will cover how to comply with COSO 2013. The framework was released in May 2013 and there has been significant discussion between the accounting firms, management and the PCAOB as to how the new framework will be deployed. Who will benefit: Managers and supervisors Risk and Legal Professionals Compliance Professionals Process improvement professionals Instructor Profile: Lynn Fountain, CGMA, CRMA, MBA Ms. Fountain has over 30 years of experience in the business profession, which includes public and industry accounting and over 20 years within internal and external auditing combined. She is a nationally recognized trainer and speaker and also a published author. She is a subject matter expert and specializes in Internal Audit, Sarbanes-Oxley, Enterprise Risk Management, Fraud, Governance and Compliance.
  • 8 Request Info

    Payroll Tax Records: What to Keep, What to Toss and who are accountable

    Businesses often unwittingly commit payroll fraud when they are unaware of payroll tax laws and procedures to maintain payroll records. There can be heavy penalties assessed, fines assessed, and even jail time for payroll tax fraud. Why Should You Attend: Some businesses, especially new businesses, small business owners, and the self-employed are not aware of the requirements set forth by federal and state governments pertaining to payroll taxes. Who Will Benefit: Small businesses owners Medium/large companies Public corporations Nonprofit organizations Accounting personnel Instructor Profile: Financial and Business Compliance Coach, JeFreda Brown, helps maximize the business potential of small to large sized businesses, nonprofits, Government agencies, colleges, organizations, agencies, and self-employed individuals.
  • 9 Request Info

    The Role of the Non-Financial Manager at The Financial Table

    Money matters can be intimidating for even the smartest people If you have not picked up financial intelligence through your work or in the classroom you will easily be relegated to the sidelines However having a solid understanding of basic financial terms and methods is critical to your position as a Professional Today corporations and business owners want Professionals that are able to participate in financial discussions When terms like ROI EBIT and GAAP are used you'll want to know what people are talking about Learning how your position and/or department affect the company bottom line will ensure that you can fully participate in the financial success of your company Securing your seat at the table means developing and continuing to exercise your ability to influence decisions and decision makers within your organization In this 2 day workshop you will be able to practice financial decision making and problem solving in a real life simulated environment
  • 10 Request Info

    Independent Contractor Dilemma: The War Between 1099 & W-2

    Today's employers must be aware of the complex compliance issues relating to the proper classification of employees versus independent contractors. The IRS plans to flag employers for audit should they issue both a 1099 and W-2 to the same identification number. BEWARE! The IRS has also begun a coordinated effort of enforcement and sharing of information with the DOL (Department of Labor) and the States. Join this informative webcast so that you will be prepared to recognize the unique differences between your employees and independent contractors.
  • 11 Request Info

    Webinar: Service Level Agreements (SLAs) - Preparation Guidelines for Effective SLAs by Javier Kuong

    Who Will Benefit: Line senior executives responsible for company operations performance IT and quality assurance professionals Legal counsel officers that help develop agreements and service contracts Purchasing and Procurement Executives Legal Counsel Functions (Internal or External) Corporate and Internal Audit Executives, Internal and Information System Auditors Executives Dependent on Key Support Infrastructure Services, Such as IT and other business services Contingency Planning and Emergency Preparedness Professionals that must specify SLAs CIOs, CFOs, and any C-level Executive that Vitally Dependent on or that oversees Business Services External Auditors and Consultants in Risk Management and Contingency Planning Chief Risk Managers and Chief Security Officers (CSOs) and Professionals Individual Responsible for Negotiating Outsourced Services Compliance and Regulatory Mandate Officers/Professionals
  • 12 Request Info

    Webinar: Employee Expense Reimbursement Fraud: Detection, Prevention and Deterrence by Peter Goldmann , 25 years of experience as a business journalis

    Who Will Benefit: Internal and external audit professionals Accounting and audit practitioners HR managers Senior financial management seeking to reduce their vulnerability to costly frauds Payables specialists Procurement managers Compliance and ethics managers CFO's/senior financial managers Security personnel
  • 13 Request Info

    Webinar: Developing Risk Models for AML and BSA Monitoring Programs by Warren R Markowitz

    Who Will Benefit: AML/BSA officers and consultants AML/BSA software developers Risk and compliance management personnel Regulatory compliance associates and managers Company management Audit professionals
  • 14 Request Info

    The New HIPAA Audit Program - What is the Focus and How to Prepare by Jim Sheldon-Dean

    HIPAA Audit program – how it works Fines and penalties for violations of HIPAA regulations. The HIPAA Audit Protocol of 2012 along with the sets of questions asked at other HIPAA audits previously. What HHS OCR is likely to ask you if you are selected for an audit, and what you'll have to have prepared already when they do. The rules that you need to comply with and policies you can adopt that can help you come into compliance. How having a good compliance process can help you stay compliant more easily. What you'll need to have documented to survive an audit and avoid fines.
  • 15 Request Info

    Implementing an Efficient and Effective Control Environment by Manoj Kulwal

    Factors which can facilitate identification of controls Considering proactive, detective and responsive controls Considering controls across following aspects - process, policies, human, technology and physical Considering risks which may result from introduction of new controls Assigning ownership of risks and controls Assessing design and operating effectiveness of controls Assessing residual risk exposure after assessing controls Performing cost vs benefit analysis of controls Monitoring efficiency and effectiveness of controls
  • 16 Request Info

    Analyzing Financial Statements for Fraud by Craig L Greene

    Areas Covered in the Webinar: Definition of Financial Statement Fraud Common Reasons for Financial Statement Fraud Red Flags to Look for in Fraudulent Financial Statements Basic Understanding of How Financial Statement Fraud is Committed Analysis used to Detect Financial Statement Fraud Other Methods of Vetting Financial Statements Who Will Benefit: Investors and their brokers, money managers, etc. Lending officers Credit and collection department personnel M&A personnel Financial institution compliance personnel Banking compliance personnel Internal auditors External auditors
  • 17 Request Info

    Schedule M-1/M-3 and Schedule UTP Reporting and Companies Requirements By:Cherie J. Hennig, Ph.D, CPA

    Learning Objectives: Gain a practical understanding of the Schedule M-3 reporting and disclosure requirements. Learn about changes to Schedule M-3 reporting requirements for 2014 tax year. Learn about how to complete Schedule M-3 for a parent-subsidiary consolidated group. Understand how to identify and substantiate uncertain tax positions on the Schedule UTP. Learn why it is important to “get the numbers right” when completing Schedules M-3 and UTP.
  • 18 Request Info

    Business Continuity and Scenario Planning By:Richard Barr, Operational Risk & Back Office Specialist

    The vital role that financial intermediation plays in facilitating and promoting national and global economic activity by providing the means for making and receiving payments, for borrowing and lending, for effecting transactions, for insuring risks, and for raising capital and promoting investment The increasing complexity and operational risk across financial systems. The concentration of clearing and settlement processes in most financial systems. Deepening interdependencies among financial industry participants within and across jurisdictions. The recurring pattern of natural disasters or extreme weather conditions. The possibility of terrorist or other malicious attacks targeted, directly or indirectly, at the infrastructure of the financial system. A strong interest in maintaining public confidence in financial systems. The objectives of this course is to provide professionals in the banking and financial sector with a sound foundation in the area of business.
  • 19 Request Info

    Managing an Effective AML Compliance Program By:Laura H. Goldzung, President and Founder of AML Audit Services, LLC

    Regulatory frameworks surrounding anti-money laundering Objectives of an effective AML compliance program Risk assessing your institution Developing robust internal controls Training for appropriate personnel Expectations and duties of the appointed compliance officer Effective audit program to ensure adequacy of your AML compliance program.
  • 20 Request Info

    Risk Assessment, Assessing Internal Controls and Financial Statement Audit

    Learn how to conduct a risk assessment Be able to design internal controls Be able to evaluate and assess internal controls Know what are key preventive and detective controls Learn how good internal controls can reduce audit costs.