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BUSINESS ANALYSIS & PLANNING
| Mergers & Acquisitions: A Current Guide to Deal-Making |
| Designed to ground financial professionals in the mechanics of corporate deal-making, this timely seminar will show you how to value a potential target, conduct due diligence, weigh the tax implications of various acquisition strategies and deal with myriad regulatory issues. This comprehensive overview of the mergers and acquisitions process will cover all the important accounting, legal and tax considerations, including: conducting an effective candidate search process...valuation issues...due diligence...the contract and close processes...tax issues...deal structures...acquisition accounting...and SEC/regulatory requirements. |
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MERGERS & ACQUISITIONS
| Business Combinations & Consolidations |
| The rules for business combinations and consolidations are complex. To ensure financial statement compliance, financial professionals must possess a firm grasp of these rules. |
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| Due Diligence: Steps to Securing a Good Deal |
| This seminar gives you the tools and practice aids to apply due diligence to an array of business dealings. Go from an informal review of financial statements and a survey of company operations to a detailed investigation of all target activities. Explore such topics as analytical procedures...going concerns...initial reviews ...reviewing financial statements...determining what to buy and the valuation method(s) to use...quickly arriving at an initial valuation...assessing risk including post-acquisition costs...recognizing symptoms of failure...conducting an operational audit...assessing adequacy of systems, practices and procedures...assessing target company management...assessing restructuring and refinancing options...case studies...and more. |
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| Mergers & Acquisitions: A Current Guide to Deal-Making |
| Designed to ground financial professionals in the mechanics of corporate deal-making, this timely seminar will show you how to value a potential target, conduct due diligence, weigh the tax implications of various acquisition strategies and deal with myriad regulatory issues. This comprehensive overview of the mergers and acquisitions process will cover all the important accounting, legal and tax considerations, including: conducting an effective candidate search process...valuation issues...due diligence...the contract and close processes...tax issues...deal structures...acquisition accounting...and SEC/regulatory requirements. |
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TREASURY OPERATION & FINANCE
| Best Practices in Finance & Accounting: Building a World-Class Organization |
| For every best practice you may already be using, there are probably dozens more you could use to be more competitive. Many are very simple and easy to implement with immediate impact while others are more complex. |
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| Cash Flow Planning & Forecasting |
| Forecasting cash flow accurately and maintaining liquidity are even more critical as the economy slows. And the better the forecast, the better your company's profitability. |
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| Corporate Finance |
| Corporate finance must constantly evolve to meet changing economic conditions. This seminar is a refresher and update of the corporate finance function, with specific emphasis on long-term financing and investments. |
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| FAS 167/FIN 46R: The New Consolidation Rules |
| FAS 167 introduces significant changes to the consolidation rules under FIN 46R. This seminar uses targeted examples to show you how to apply FIN 46R and how these changes will impact your company's consolidation process. |
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| FAS 52 & Derivatives: Unraveling the Mystery of FX Accounting |
| Do you have a handle on accounting for foreign currency transactions? Do you have a clear understanding of the difference between translation and remeasurement? Are foreign currency derivatives still a mystery? |
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MANAGEMENT ADVISORY SERVICES
| Best Practices in Finance & Accounting: Building a World-Class Organization |
| For every best practice you may already be using, there are probably dozens more you could use to be more competitive. Many are very simple and easy to implement with immediate impact while others are more complex. |
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| Due Diligence: Steps to Securing a Good Deal |
| This seminar gives you the tools and practice aids to apply due diligence to an array of business dealings. Go from an informal review of financial statements and a survey of company operations to a detailed investigation of all target activities. Explore such topics as analytical procedures...going concerns...initial reviews ...reviewing financial statements...determining what to buy and the valuation method(s) to use...quickly arriving at an initial valuation...assessing risk including post-acquisition costs...recognizing symptoms of failure...conducting an operational audit...assessing adequacy of systems, practices and procedures...assessing target company management...assessing restructuring and refinancing options...case studies...and more. |
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REAL ESTATE
| Financial Accounting & Reporting Real Estate Transactions |
| Broaden your understanding of real estate accounting. Work through problems and case studies that illustrate practical application issues. |
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| Leasing: Accounting & Disclosure Issues |
| FAS 13--the bible on leasing--has been modified or amended by subsequent FASBs, technical bulletins, EITFs, FINs, FSPs and, most recently, the Codification. This seminar focuses on what you need to know about leasing in light of the latest regulatory changes. |
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| Taxation of Real Estate Partnerships |
| The partnership is the most popular entity for holding, managing and constructing real estate. In a unique approach that "fills in the gaps" for both novices and experienced practitioners, this seminar explores how partnership taxation applies in the real estate arena. |
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PERSONAL FINANCIAL PLANNING & INVESTMENT MANAGEMENT
| Estate Planning: An Overview |
| Building on the belief that everyone needs an estate plan, this seminar provides a comprehensive overview of estate planning. Learn the necessary planning information and what tools are available. Cover federal estate and gift tax issues (unified credit: today and in the future, marital deduction, revocable transfers, gift tax exemptions, etc.), income tax issues, planning tools (credit shelter trusts, QTIP trusts, life insurance trusts, revocable living trusts, generation-skipping tax planning), probate vs. nonprobate assets, multistate issues, lifetime transfers, will substitutes and post-death strategies. |
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| Financial Planning for 2010 & Beyond |
| In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan. This fast-paced seminar will help you to get your financial plan back on track and to shore up its ability to achieve your long-term goals and objectives. You'll be able to combine the lessons learned from the financial crisis with recent legislative and tax law changes to make sound, informed decisions. Topics it will cover include: five key lessons from the crash of 2008...traditional and Roth IRAs—to convert or not convert...financial issues of aging parents, including long-term nursing home care...12 ways to cut your taxes now...five things you need to know about 529 plans...dealing with rising health care costs...10 important estate planning steps to take now...making the best of a bad 401(k) plan...and much more. |
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| Texas Margin Tax: What You Need to Know |
| The Texas franchise tax on margin changed business taxation in Texas dramatically. To be sure your company's or your clients' tax and accounting policies comply, attend this seminar to: * Identify the "taxable entity" under the law while expanding the unitary taxation concept * Understand how the tax is calculated and apportioned * Explore tax planning ideas to minimize the cost to taxpayers * Assess related tax and accounting concepts, e.g. |
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MANAGEMENT DEVELOPMENT
| Business Law for Accountants |
| Accountants need a current working knowledge of key business law concepts to spot potential problems and avoid legal land mines. This seminar provides you with a refresher and an update on the most common legal issues you're likely to confront. Areas of emphasis include: employment law...employee-independent contractors issues...consumer protection laws from the business standpoint...bankruptcy law and litigation support...intellectual property—protecting patents, trademarks and copyrights...and modern trends in business entities (i.e., corporations, partnerships and their many incarnations). |
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| Effective Business Writing for Today's Accountant: A Hands-On Workshop |
| Writing clear, concise and effective emails, letters, reports and other documents is a daily challenge--and an important one--because CEOs rank business writing among the essential skills for rising financial executives. |
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| Employment Law for Accountants |
| In this seminar, you will examine the federal laws that regulate hiring procedures, learn how to navigate the minefield surrounding wrongful discharge suits and analyze various forms of workplace discrimination. You'll also learn how to prevent or correct a sexually hostile workforce and how to contend with employee privacy issues. Topics to be covered include: Title VII of the Civil Rights Act of 1964...the Age Discrimination in Employment Act of 1967 (ADEA)...the Americans with Disabilities Act (ADA)...creating effective job descriptions...pre-employment testing...wrongful discharge scenarios...whistleblowing...sexual harassment claims...monitoring phone conversations...policies for Internet and email usage...and more. |
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| Leadership Skills for Accountants: Building High-Performance Teams |
| Want to become a more effective leader? This hands-on seminar will give you the tools you need to take your leadership skills to the next level. You'll discover why some leaders fail and how to avoid potential pitfalls. You'll also explore the crucial roles of team development. Topics covered include: effective vs. ineffective leadership...establishing teams...the core components of strategic development...differences between work groups, high-performance teams and virtual teams...handling problem employees...stakeholder valuation—understanding customers, partners and competitors...and more. |
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| Negotiation & Communication: Effective Techniques for Accountants |
| Negotiation is a critical skill for accountants. Whether you negotiate externally with vendors, clients and regulators, or internally with co-workers, your negotiation skills determine your ability to get your work done efficiently, build strong relationships and meet the interests of your organization. |
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For more information or to register call
1-800-544-1114 |
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