Accounting and Financial Training Programs

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  • 1 Request Info

    Webinar no Smart Manager's Guide to Reading, Understanding, and Interpreting Financial Statements

    Course Objective: • Master financial statement fundamentals and develop a comprehensive understanding of how they work and cash flow statements • Make more effective, better-informed business decisions that have a positive impact on your company’s bottom line • Decipher general accounting terminology and gain a clear understanding of the language of finance and accounting • Use your enhanced understanding of financial statements to develop better budgeting, projection and forecasting skills • Communicate better with Accountants, Bankers, Comptrollers and other Financial Professionals Course Outline: The four primary financial statements and how they link together • The Income Statement • The Statement of Retained Earnings • The Cash Flow Statement • The Balance Sheet Use the DuPont Formula to analysis the health of the company • Profit Margin (Return of Sales) • Asset Turnover • Return on Assets
  • 2 Request Info

    Implementing Internal Controls

    How to Implement Effective Internal Controls: This course will deal/ address the following: 1) How the AICPA, COSO, Cobit, SAC and SOX defines Internal Controls: 2) Understanding the objectives of Internal Controls. 3) 11 Sections of SOX 4) Meeting the 3 Objectives of Internal Controls 5) Establishing the control framework COSO 6) Five Components of Internal Controls 7) Hard Controls vs. Soft Controls 8) How to create an Control Environment 9) The factors behind each components of Internal Controls 10) Establishing Strategic Objectives 11) 17 Sections 12) Prevention vs. Detection 13) Understanding the 5 assessments 14) Risks 15) 13 Step to creating an audit program 16) Strategics for preventing Fraud (How to prevent Fraud) 17) SAC, COBIT, SAS 18) 17 Sections Plus numerous other important areas
  • 3 Request Info

    Effective and Efficient Internal and Supplier Quality System Auditing for Medical Devices at Los Angeles, CA

    Overview Do you want to understand how to do efficient and effective internal and supplier audits that meet all the requirements of your external auditors, but also add value to your company? Are you confused by all the requirements and guidance documents for medical device quality management systems and are tired of wading through all the regulatory language they contain. This course is for those who will do internal or supplier audits, manage an audit process for these or other company audits. This course will provide you with an easy to understand presentation on the auditing process as well as the requirements you will need to audit under ISO 13485 and the FDA Quality System Regulation (cGMP) Both FDA Quality System Regulation (QSR) and ISO 13485 require that companies do internal audits.
  • 4 Request Info

    The 3 C's of Audit Report Writing at Washington, DC

    Overview This 2-day session will appeal to beginners and experienced professionals who want to formulate great audit reports as well as executives and investors who need to unlock the valuable secrets of a key audit report. From understanding the preliminary steps, through the necessary interviews and information gathering stages, to actually writing the audit report that uses the 3 c's (context, clarity, customization, you will be given a formula to follow that delivers predictable and valuable results. You will also be given practical examples and an opportunity to practice your new skills. Why you should attend: Learning to write a clear, concise audit report that delivers the right message is an acquired skill. Wish you had a simple formula to follow? Looking for a process that provides predictable results? Whether you are just getting into audit report writing, have extensive experience, or simply want to be able to decipher audit reports, you will want to attend this event.
  • 5 Request Info

    Webinar no B2B Payments in the U.S. and the Compliance Issues They Face

    Course Objective: The B2B payments industry in the US is struggling with an identity crisis. Regulatory authorities are demanding that the payments industry tighten their reins on the adherence to regulations and compliance mandates; technology is enabling payments providers, banks, and networks to venture further into new frontiers; practitioners are worried about security; and infrastructures are getting old and in need of repair or replacement. The task of replacing these systems is so daunting; no wonder no one wants to launch a project to overhaul the enterprise payments network within the business or within the banks. The yearly payment volumes – B2B only - of processors such as CHIPS, Fedwire, SWIFT, and ACH are growing steadily, while checks are declining at a small single-digit rate. Banks are spending significant dollars to upgrade existing solutions to support new SaaS and cloud-based
  • 6 Request Info

    Webinar no Interest Rate Risk Management what the regulators want

    Course Objective: Interest Rate Risk Should Not Be Ignored! As with any risk-management assessment, there is always the option to do nothing, and that is what many people do. However, in circumstances of unpredictability, sometimes not hedging is disastrous. Yes, there is a cost to hedging, but what is the cost of a major move in the wrong direction? The U.S. has experienced historically low interest rate environment since 2008, the clock is ticking, what are the economic ramifications. Banks and credit unions need to be prepared for the eventual shock of higher rates. Increasingly, IRR management will match credit risk as the regulators next hot button. This webinar will cover all aspects of understanding the regulatory requirements expected from banks for Interest Rate Risk Management. At the end of the webinar the speaker will handle your specific questions related to this topic. Course Outline: • Why Interest Rate Risk (IRR) Should Not Be Ignored
  • 7 Request Info

    Webinar no Procurement Cards (P-Cards) Fraud Detection Prevention and Deterrence

    Course Objective: P-Card usage is on the rise and so are the cases of P-Card fraud! Many companies have implemented P-Cards as a means to reduce invoice volume and increase efficiency within accounts payable department and within the process to pay cycle. But the increased use of P-Cards has resulted in additional risk which creates an enhanced focus on internal controls and spotlights the role of the P-Card Administrator. During this session, the instructor will identify the ‘red flags” of P-Card fraud and will provide a practical internal controls toolkit that will help reduce the potential for fraud and mitigate risk within the process. We’ll present a timely case study that describes what can happen if a good P-Card controls program is not in place. We’ll identify the specific “red flags” and how the situation could have been prevented. Course Outline: • 2014 P-Card Statistics. • P-Cards, T&E Cards, Corporate Credit Cards, and Payment Cards.
  • 8 Request Info

    TIN Matching to Reduce Your B-Notices and Eliminate Proposed Penalties

    Join us for a content-rich 90-minutes and you will gain the tools to make you the most effective information return manager your company has ever seen. Overview: Learn the best practices for eliminating 1099 error notices from the IRS. Discover the power of the TIN Matching system. Learn how to handle the CP-2100 notices from Uncle Sam and avoid the fines & penalties for failure to timely comply with the B-Notice requirements. Understand the difference between and 1st and 2nd B-Notice and the related differences in required vendor responses. Be sure you institute and stop Backup Withholding when required.
  • 9 Request Info

    Webinar no Writing Effective Credit Memos and Loan Narratives

    Course Objective: • Strengthen their understanding of credit analysis. • Clearly describe the financial impact of changes in financial factors and not just report on what changed. • Interpret financial trends and financial ratios. • Write succinct and focused credit memoranda. • Meet with management armed with relevant questions and issues to be addressed. • Feel more confident in defending a recommended course of action based upon relevant facts and not instinct. • Identifying strengths and weakness in the writing process and evaluating the lender. Margin change analysis and liquidity along with debt to income ratios. o Potential gross income o Sources of repayment o Key risk and structuring issues • How to summarize the credit memorization process in these categories: leverage, liquidity, cash flow, financial ratios, asset management and operation/performance ratios.
  • 10 Request Info

    The 3 C's of Audit Report Writing

    This 2-day session will appeal to beginners and experienced professionals who want to formulate great audit reports as well as executives and investors who need to unlock the valuable secrets of a key audit report. From understanding the preliminary steps, through the necessary interviews and information gathering stages, to actually writing the audit report that uses the 3 c's (context, clarity, customization, you will be given a formula to follow that delivers predictable and valuable results. You will also be given practical examples and an opportunity to practice your new skills.
  • 11 Request Info

    The Job of the Corporate Controller in Today's Environment

    Prepare yourself to take on the role of the Corporate Controller. Your career path offers you the opportunity to step into this position, but it comes with risks. Do you really know what it takes to move up to this highly visible leadership role? Invest in your future and join us to learn exactly what it takes to successfully transition into this key position. Identify the necessary core competencies of the role and become more self-assured as you work to properly define this role for you and your company. This is a practical seminar designed for financial professionals on the fast track to top management.
  • 12 Request Info

    Understand & Manage Sales & Use Taxes

    The course will help you understand and manage Sales and Use Taxes by giving everyone an understanding of the following: Nature of Sales Taxes & Use Taxes Types of States, Jurisdictions, Cities 3 elements of the tax systems Nexus, Interstate Commerce Destination vs. Origin Freight, Shipping, FOB, Taxable Basis, Warranties, Resales Exemptions, Reciprocity Registration and Compliance Audits, Definitions, Auditors Taxable Transactions: What is taxable and what is exemption Drop Shipments Multi-State Tax Commissions Statutes, Court rulings, technical advice Exceptions , Direct Pays Not-for Profits, Non-Profits
  • 13 Request Info

    Collections

    Collections: This course deals with the following best practices relating to: Fair Debt Collection Practice Act: State and Country Collection Laws Fundamental to know Positive debt collections Prohibited Practices Motivate the debtor Legal Collections Stay claim in heated situations Locating the debtor When, how, why to collection Methods to use to collect Building positive relations and building positive results Best Collections Practices When to call when to write Debtor profiles and how to use them We will customize the training to your companies needs!
  • 14 Request Info

    Budgets, Forecasting & Strategic Plans

    Overview Budgets, forecasting and strategic planning: Call 513-518-0944 for more information on possible on-site. This webinar will enhance your knowledge of your job by helping you understand the basics about Budgets, Forecasting and Strategic Plans. The webinar will help you better understand the various techniques used by your company relating to the Financial Statement Model and their system. This webinar will help you understand the budgeting, forecasting process which allows you to enhance plans, processes, policies, practices, and strategies for improving cost controls and revenue enhancements within the organizations. It will identify the best ways to understand break evens, establish financial targets and control costs. Learn how to present ideas in financial terms for greater impact Gain confidences with figures and facts Understand fundamentals of Budget, Forecasting and Strategic Plans How to read and understand Financials
  • 15 Request Info

    Accounting & Finance for Non Financial Managers

    This course will enhance your knowledge of your job by helping you understand the basics about Finance and Accounting. The course will help you better understand the various techniques used by your company relating to the Financial Statement Model and their accounting system. This course will help you understand the accounting process which allows you to enhance plans, processes, policies, practices, and strategies for improving cost controls and revenue enhancements within the organizations. It will identify the best ways to understand break evens, establish financial targets and control costs. Learn how to present ideas in financial terms for greater impact Gain confidences with figures and facts Understand fundamentals of finance and accounting Understanding cash basis versus accrual basis accounting How to read and understand Financial
  • 16 Request Info

    Finance & Accounting Non Financials

    Overview This course will enhance your knowledge of your job by helping you understand the basics about Finance and Accounting. The course will help you better understand the various techniques used by your company relating to the Financial Statement Model and their accounting system. This course will help you understand the accounting process which allows you to enhance plans, processes, policies, practices, and strategies for improving cost controls and revenue enhancements within the organizations. It will identify the best ways to understand break evens, establish financial targets and control costs. Learning Objectives Learn how to present ideas in financial terms for greater impact Gain confidences with figures and facts Understand fundamentals of finance and accounting How to increase your competitive position by understanding the numbers Understanding cash basis versus accrual basis accounting How to prepare capital budgets How to read and understand Financials
  • 17 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.
  • 18 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!
  • 19 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.
  • 20 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