Presented in collaboration with Rampe Consulting! Clients hire you to meet a business need, but the best ones stay because they enjoy their experience and interactions with your firm. In this workshop we explore how to serve your clients better by identifying touchpoints along their client journey, and opportunities to improve your client’s experience with […]
Understanding The Client Experience Read More »
Presented in collaboration with Rampe Consulting! In a perfect world, giving and receiving performance feedback would be easy. In reality, our emotions get in the way, and we feel uncomfortable with difficult messages. This workshop covers how to effectively deliver feedback to team members, and as leaders, how to tap into your team’s feedback for
Feedback: Give It, Get It, Use It Read More »
Presented in collaboration with Rampe Consulting! Every professional finds themselves crunched for time. How do some seem to manage it with more finesse than others? Learn key time and energy management techniques like time blocking, deep work, managing distractions and making time to work “on your business” in addition to “in your business.” CPE Hours
Work Smarter, Not Harder: Tools For Time Management Read More »
Presented in collaboration with Rampe Consulting! Do you find yourself completing tasks because “it’s faster to do it yourself?” You are not alone. In this session, we will dive into reasons accounting professionals cling to work that could be delegated, and strategies for creating a more profitable and engaging work culture through proper delegation. CPE
The Process Of Delegation Read More »
Presented in collaboration with Rampe Consulting! Do you want to create more engagement and productivity for yourself and your team? In this session, you will learn about the latest research from Gallup on the benefits of identifying, leveraging, and productively using each person’s unique talents. (Requires assessment for an additional per participant charge). CPE Hours
How To Play To Your Strengths Read More »
Presented in collaboration with Rampe Consulting! The greatest achievers all learned how to manage themselves. You can too. We will explore how to create effective goals, build powerful habits and other tips that will support your journey to reach your goals personally and professionally. [Recommended Audience: Managers] CPE Hours 1 CPE Designation PD For more
How To Manage Yourself Read More »
Since the introduction of review engagements in December 1978, there has been controversy over whether the accountant is required to determine materiality similar to the process followed on audits. With the issuance of SSARS 25 in February 2020, the issue has been settled. This session provides guidance on determining and documenting materiality on a review
SSARS Developments: SSARS 25, Materiality In A Review Of FS And Adverse Conclusions Read More »
Always a challenge to apply, the FASB has added further complexity to its hedging rules to accommodate expanded use and greater flexibility of hedge accounting. This session provides details of how companies can operationalize the new rules. CPE Hours 2 CPE Designation ACCT For more information or to schedule an inhouse webinar, please contact:Beckie Reilly
Targeted Improvements To Hedge Accounting Read More »
Upcoming Major Revisions to Auditor Reporting on FS and Other Information Included in Annual Reports The Auditing Standards Board recently issued revised standards designed to substantially converge with the auditor reporting standards of the PCAOB and the International Audit and Assurance Standards Board (IAASB) that result in a complete overhaul of the form and content
Audit Reporting Revisited: SAS 134 And SAS 137 Read More »
The “Big GAAP/Little GAAP” issue has returned due to the cost and complexity related to new FASB standards on revenue, leases, and credit losses. This session introduces the AICPA Financial Reporting Framework for Small and Medium-Sized Entities (FRF-SME) as an alternative to GAAP reporting for privately held, entrepreneurially owned and operated businesses. CPE Hours 2
