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Accounting and Tax

  • Avoiding Risk in CPA Firm Mergers Avoiding Risk in CPA Firm Mergers Joseph Tarasco and John Raspante Recorded: Jan 18 2017 64 mins
    All mergers and acquisitions (M&A) involve some degree of risk—and carry no guarantees of fulfilling the intended goals and objectives of the transaction. However, using M&A as a growth, talent acquisition, and succession planning strategy is essential and a top priority at most firms.

    The right deal could take your firm to the next level of success provided that you take the proper precautions before and after consummating the transaction.

    This webinar will address avoiding M&A risks and focusing on maximizing the deal’s ROI.

    What we will discuss:
    •Balancing risk in M&A while maximizing ROI
    •Increase ROI and the chances of a successful transaction by assessing the level of risk and avoiding M&A deal traps.
    •Doing what it takes to avoid big risks and placing the emphasis on the deal’s ROI and strategic implications.
    •Determining the right M&A strategic goals and objectives that have the best potential of maximizing ROI and minimizing risk in the future.
    •Avoiding the risk of a terminated transaction after many months of discussions by planning and structuring the deal terms and identifying deal breakers and dissenting partners early in the negotiation stages.
  • The Softer Side of IT: Cultivating hard-to-find soft skills in today's workforce The Softer Side of IT: Cultivating hard-to-find soft skills in today's workforce Experis and Right Management Recorded: Jan 17 2017 60 mins
    IT leaders are increasingly uncovering the value of soft skills within their workforce. They’re telling us that soft skills—specifically communication and collaboration skills—can be as important as some technical competencies. What is causing increasing demands for soft skills in IT talent? How do IT leaders assess the soft skills of new recruits? Can these skills be developed in existing employees?

    During this webinar, you’ll hear experts from Experis and Right Management discuss the need for improved soft skills within today’s IT workforce and how IT leaders can ensure their workforce has the skills required to succeed in today’s world of work.

    By participating in this webinar, you will:
    Understand the increasing importance of communication and collaboration skills in IT roles today
    Gain greater insight from workforce experts about how to assess new IT recruits for soft skill proficiency
    Learn best-practice strategies for developing communication and collaboration skills within your team

    * NOTE: This event qualifies for 1 CPE credit.
    Experis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Should this course need to be cancelled or rescheduled by Experis, a 24-hour notice will be provided. For more information regarding administrative policies such as complaint and refund, contact Learning & Development at 414-319-3400.
  • Build A Solid Foundation: Contract Automation with DocuSign for Salesforce Build A Solid Foundation: Contract Automation with DocuSign for Salesforce Darren Bibby AVP, DocuSign, Chris Rzepkowski, GM, Devere Recorded: Dec 28 2016 60 mins
    Never before has there been an opportunity for you to affect powerful digital improvements across your organization.

    Watch this webinar and learn how DeVere Insulation reduced the time to sign documents from days to minutes, eliminated errors, ensured compliance and recognized a sizeable return on investment – all while delighting their customers.
  • Digital Insurance Meeting the Needs of the Digital Customer - Part 3 of 3 Digital Insurance Meeting the Needs of the Digital Customer - Part 3 of 3 Adamn Kruse, AE, DocuSign, Keith Savino CPIA, Warwick Resource Group Recorded: Dec 21 2016 29 mins
    DocuSign and the Big “I” have partnered to bring you a three-part webinar series on digital insurance. Insurers continue to evolve and digitize their businesses to improve workflows, which makes for a better customer experience and a better return on investment.
  • Digital Insurance: The Benefits of a Digital Workforce - Part 2 of 3 Digital Insurance: The Benefits of a Digital Workforce - Part 2 of 3 Kellan McClain, Account Executive, Financial Services and Insurance Recorded: Dec 16 2016 29 mins
    DocuSign and the Big “I” have partnered to bring you a three-part webinar series on digital insurance. Insurers continue to evolve and digitize their businesses to improve workflows, which makes for a better customer experience and a better return on investment.
  • The Benefits of Digitizing Workflows – Part 1 of 3 The Benefits of Digitizing Workflows – Part 1 of 3 Melissa Reed, IIAT, Shawn Johnson, DocuSign Recorded: Dec 14 2016 37 mins
    DocuSign and the Big “I” have partnered to bring you a three-part webinar series on digital insurance. Insurers continue to evolve and digitize their businesses to improve workflows, which makes for a better customer experience and a better return on investment.

    Join this webinar and learn how other insurance agents and brokers are using DocuSign to improve workflows.
  • Year End Tax Update: What You Need to Know to Prepare for 2017 Year End Tax Update: What You Need to Know to Prepare for 2017 Experis Finance Tax Directors: Myron Vansickel, Raj Basi, and Saleem Siddiqi Recorded: Dec 7 2016 58 mins
    Year-end tax activities can be overwhelming and put extra stress on you and your tax team. Corporations are often challenged to clarify what their priorities need to be when planning for year-end tax activities. As 2016 comes to a close, there are a number of important items that should be taken into consideration as part of your planning efforts. This 60-minute webinar will update participants on the latest federal, state and international tax developments.

    By attending this session, participants will:

    -International Tax - Learn about international tax updates including BEPS and, in particular, the impact of Country by Country reporting on compliance and reporting obligations as well as Global Indirect Tax (VAT/GST) updates
    -Federal Tax - Understand the latest developments and changes in federal tax including section 179 and bonus depreciation, deductions which were made permanent or extended via tax extenders bill, and other major developments for business entities
    -State and Local Tax - Be aware of critical state income, sales and use tax legislative modifications and case that may impact your business
  • Managing Global Transfer Pricing Documentation Requirements Managing Global Transfer Pricing Documentation Requirements Leila Szwarc, TMF Group, Joel Cooper, DLA Piper, Reka Orban, DLA Piper, Joe Stanley-Smith, ITR/TPweek Recorded: Nov 28 2016 66 mins
    Looking at the importance of efficiently managing your global transfer pricing documentation requirements, we will look at the different types of documentation such as master file/local file and country-by-country and look at managing the requirements in practice. TMF Group's Global Head of Compliance and Strategic Regulatory Services, Leila Szwarc will welcome guest speakers from DLA Piper who will look in depth at select countries including the Netherlands, Spain, Germany and Hong Kong sharing information on a few key deadlines.
  • Government Technology: Taking Time & Money out of the Modernization Process Government Technology: Taking Time & Money out of the Modernization Process Howard Hill, Information Technology Manager, Alameda County Teja Vora, Product Marketing Director, DocuSign Recorded: Nov 23 2016 62 mins
    Join Government Technology magazine, DocuSign and Howard Hill, IT Manager for Alameda County for an informative discussion of the latest trends in saving time and money through process modernization.

    The discussion will include:

    Improving Services to Constituents
    Data Security Considerations for Digital Transactions
    What Type of Process is a Candidate for DTM?
    And more…
  • Five Cases to Change the Way You Practice Five Cases to Change the Way You Practice Gary Kessler, Esq. Recorded: Nov 16 2016 62 mins
    Stay ahead of the game and listen as Attorney Gary Kessler shares details of five cases that will surely make you think twice about some of the practices you have in place at your firm. You will leave this webinar with an understanding of the types of claims that happen to firms like yours.
  • Internal Audit and Third Party Risk Internal Audit and Third Party Risk Tim Leitz, Regional Practice Leader for Risk Advisory Services, Experis Finance Recorded: Nov 16 2016 63 mins
    Regulators acknowledge the risks associated with vendor relationships and have demanded that business leaders monitor and take responsibility for the actions of their vendors through various laws and standards such as the Sarbanes-Oxley Act, the Gramm-Leach-Bliley Act, the FCPA, the Health Insurance Portability and Accountability Act, as well as the Payment Card Industry Data Security Standard (PCI DSS) requirements and CFPB guidance.

    Consequently, vendor management is currently at the forefront of organizational risk management priorities and Internal Audit needs to address vendor management and third party risk in their audit planning and execution.

    In this presentation, you will:
    - Gain an understanding of the potential risks that may arise from the use of third party service providers
    - Identify the basic elements of an effective third party risk management program
  • Top Ten Trouble Spots for Accountants Top Ten Trouble Spots for Accountants Wilhelm Dingler Recorded: Oct 27 2016 59 mins
    Wilhelm Dingler has provided legal counsel to thousands of professionals over the past 30 years. During this webinar Attorney Dingler will discuss the Top Ten Trouble Spots for Accountants.

    Agenda:
    Bookkeeping services.
    Objectivity and personal contact with an audit client.
    Lack of an engagement letter.
    Lack of clarity of the work to be performed.
    Tax advice beyond area of expertise.
    Fiduciary duty claims.
    Lack of internal procedures for follow-up.
    Advising more than one party to a transaction.
    Lack of disclaimers in prepared financial statements.
    Failure to keep current in ones education and training.
  • Auditing Corporate Culture Auditing Corporate Culture Alec Arons, National Practice Leader, Risk Advisory Services, Experis Finance Recorded: Oct 26 2016 61 mins
    The subject of auditing Corporate Culture is gaining a higher level of visibility among board and audit committee members in response to increased concern among regulators and investors. There is a clear "Expectation Gap" that exists between management, boards and third parties as it relates to management ownership of internal controls.

    The topic goes well beyond the assessment of entity level controls and the discussion of Tone at the Top associated with review of regulatory compliance, ICFR and COSO 2013. The presenter will share his perspectives gained over a 30 year career on the topic of educating management as to its responsibilities regarding promoting an effective system of internal controls.

    This webinar features Alec Arons, National Practice Leader, Risk Advisory Services. He will:
    - Provide background and perspective on the underlying regulations and expectations
    - Discuss lessons learned from the implementation of COSO 2013 and the 2015 PCAOB inspection process relating to the expectation gap
    - Introduce the topic of soft controls and define indicators of good culture
    - Introduce tools to perform an assessment of corporate culture
    - Share practical recommendations to address performing an audit
    - Review the role of the Audit Committee in evaluating corporate culture
  • The Relevance of Business Continuity Management The Relevance of Business Continuity Management Jeffrey Butler, Risk Advisory Services for Experis Finance Recorded: Oct 13 2016 60 mins
    Why is Business Continuity Management (BCM) relevant to your organization? BCM is most relevant to organizations seeking to mitigate exposure to emerging global risk and trends. Learn the "value added" role of Internal Audit.

    After attending this webinar, you will be able to:
    •Understand the importance of Business Continuity Management to your organization
    •Discover the emerging global risks and trends that could impact the viability of your organization
    •Learn the "value added" role of Internal Audit as it relates to Business Continuity Management
  • Root Cause Analysis Level 1 and 2 Root Cause Analysis Level 1 and 2 Suzanne Crouch Recorded: Oct 3 2016 30 mins
    Suzanne Crouch, Director of Training at Sologic will deliver a 40 minute webinar on Root Cause Analysis combining level 1 and level 2: Senior Investigator. Suzanne will speak about the cause-effect relationship of events and the impact they have on your job role and your organisation. RCA identifies ways to stop negative events reoccurring, while examining successful events to help you replicate their positive characteristics.

    RCA Level 2; Senior Investigator: creates understanding of the critical elements needed to lead an effective investigation, produce credible results, and the steps required to protect the credibility and integrity of the investigation team, the problem owner, and any impacted parties.
  • Risk Management Loss Control - Emerging Trends Risk Management Loss Control - Emerging Trends Stephanie Sessions Perkins, Esq Recorded: Sep 29 2016 66 mins
    These days it’s not unusual for headlines to highlight matters where professionals such as CPAs are accused of malfeasance in work performed for clients. But, still many CPAs carry liability coverage as a necessary “but I will never really need it” evil that they may carry more out of habit than real risk. You may even think it—meaning lawsuits or claims—can't happen to you. After all, accounting seems like a fairly predictable industry. While that may even be true, even the best practitioners can find themselves caught unaware. In fact, this view can be lethal to a practice. Savvy CPAs know that as the profession expands the services it provides in an effort to compete in a global economy, their exposure may also increase, or at least change. The types of risk simply evolve along the way, and so professionals should be prepared. From information security to new laws and policies, it's critical to stay on top of the trends. While predicting risk trends in an uncertain future is never easy, especially with respect to a profession with such diverse talents and services, this timely and informative webcast will discuss some of the trends giving rise to risk for today's accounting professional, and will also provide you with guidance and suggestions for reducing the likelihood of an engagement problem down the road.

    This program, presented by Stephanie Perkins, a well-seasoned and experienced litigator and risk management advisory counsel to the profession], will help you face the challenge by offering practical risk-management suggestions, such as contract and engagement-letter drafting and guidance on formulating document-retention policies, and we provide consulting services on issues such as electronic documentation and expansion of scope of services. The program will also cover the risks associated with areas such as:
    -Data Protection
    -Engagement Documentation
    -Wealth Transfer
    -Business Engagements
  • Risk in the Boardroom Risk in the Boardroom Ian Beale, Carolyn Saint and Louis Cooper Recorded: Sep 6 2016 61 mins
    CEB's Ian Beale presents a 60 minute webinar on 'Risk in the Boardroom' with guest speakers: Carolyn Saint, CAE, University of Virginia and Louis Cooper, IRM approved trainer and Chief Executive of the Non-Executive Directors' Association
  • Emerging Issues and Trends in FCPA and Global Anti-Corruption Programs Emerging Issues and Trends in FCPA and Global Anti-Corruption Programs Steven Parker, Managing Director-Experis Hong Kong/AsiaPac; Ed Williams, Sr. Manager-Experis Finance Risk Advisory Services Recorded: Aug 31 2016 61 mins
    The Foreign Corrupt Practice Act (FCPA) is here to stay. So, too, is the expanding landscape of anti-corruption regulations, enforcement and media scrutiny around the world. Today, more than ever, companies operating domestically and internationally should understand their corruption risks and have effective programs in place to mitigate those risks. This webinar goes beyond an overview of the FCPA to a practice discussion of what your organization can do to help provide senior leadership, the Board, investors, customers and other stakeholders assurance your company is operating ethically and corruption-free across the globe.

    After attending this webinar, you will be able to:
    •Describe the ever changing landscape of anti-corruption legislation and enforcement around the globe
    •Help your organization assess the design and effectiveness of your existing FCPA and global anti-corruption programs against regulatory requirements and leading compliance practices
    •Develop a comprehensive global anti-corruption risk assessment model tailored and scaled to fit your organization
    •Learn of various tools and resources available to assist in your global anti-corruption compliance efforts
    •Understand the specific and unique risk landscape of doing business in China
  • Accelerate Sales Productivity & Close More Deals with Salesforce + DocuSign Accelerate Sales Productivity & Close More Deals with Salesforce + DocuSign Ashley Smith, SR AE, DocuSign, Harel Shaked, Technical Project Manager, Outbrain Recorded: Aug 30 2016 24 mins
    Fully integrated with Salesforce, DocuSign helps users close more deals, faster. Your customers can sign contracts within minutes from anywhere, anytime and on any device. Sending a contract for electronic signature from Salesforce is simple: just click “Send with DocuSign” from any object. You can even generate and send contracts synced with data from Salesforce. When you automate time-consuming manual workflows, you eliminate rekeying of data and increase your productivity.

    Join DocuSign and Outbrain, the global leader in content marketing, for a compelling webinar presentation and discussion.

    This webinar will feature guest speaker Harel Shaked, Technical Project Manager at Outbrain. He will review how Outbrain:
    - Improved sales productivity “with the click of a button” to send and sign contracts and agreements
    - Began closing deals within minutes from the time an order is sent
    - Lowered contract processing time by several hours

    Register now to learn how Outbrain utilized DocuSign to improve the efficiency and effectiveness of their sales operations.
  • Close More Business with DocuSign + Box Close More Business with DocuSign + Box DocuSign and Box Recorded: Aug 25 2016 37 mins
    The need to securely share your files quickly and easily while knowing what's going on with your business is extremely important. DocuSign's integration with Box allows you to select documents from Box you want to sign or send for signature and prepare it in just a few clicks. Completed documents automatically save back to Box and can be accessed from anywhere, on any device.

    Join this webinar to learn:
    - How to securely share files quickly
    - How to be more productive regardless of what device or application you're using.
    - How Salesforce automatically creates a workflow process with Box and DocuSign

    See how the DocuSign and Box integration can help you improve contract processes, keep all documents digital and help you get business done in 2016.
  • 5 Questions Every CFO Should Expect from the CEO (And how to get the answers) 5 Questions Every CFO Should Expect from the CEO (And how to get the answers) Intacct Recorded: Aug 9 2016 53 mins
    The most savvy and successful CFOs are business partners with their CEO, providing valuable business insights and strategic recommendations that define the direction of their companies.
    They deliver value by answering business critical questions from the CEO and Board before they're asked. How do they do it?

    During this on-demand webinar, a panel of CFOs will discuss how they utilize a modern financial management solution to proactively answer the top 5 questions from their CEOs, including:

    How should we be measuring our business?
    Where would we invest the next incremental dollar?
    What are the current dynamics of our sales funnel?
  • 5 Questions Every CFO Needs to Ask the Controller 5 Questions Every CFO Needs to Ask the Controller Intacct Recorded: Aug 2 2016 60 mins
    In the ever-changing role of the CFO, one thing will never change—the need to lead and manage an effective finance team.
    Successful CFOs collaborate closely with their controllers in defining strategies to impact key areas including operational efficiency, enterprise-wide data visibility, leadership acumen, and internal controls.

    During this on-demand webinar, we will discuss the 5 essential questions CFOs should be asking their controllers and finance teams to establish best practices around:

    Internal controls
    Operational efficiency
    Visibility and reporting
    Financial leadership
  • The Tech Savvy CFO: Finance at a Crossroads—The Risk of Standing Still The Tech Savvy CFO: Finance at a Crossroads—The Risk of Standing Still Bruce Guptill, Senior Vice President, Saugatuck Technology Recorded: Jul 26 2016 62 mins
    The pace and complexity of business is fierce and unrelenting, and the increasing demands for speed, compliance, and insight leave many CFOs searching for new answers.

    Too often, finance is behind the curve when it comes to technology, automation, and analysis. Sooner than expected, they're facing the need to replace an outdated on-premises finance infrastructure with a contemporary cloud-based solution—because standing pat is no longer an option.
    Join Intacct and Bruce Guptill, senior vice president of Saugatuck Technology, to learn more about the three high risk areas for CFOs:

    Effectiveness—Outdated systems hold you back. Finance needs the right technology to keep up with rapid business change.
    Adaptability—Finance teams must pivot quickly as opportunities and threats threaten to overturn business strategies.
    Responsiveness—How can Finance answer the call to play a more strategic role and add value?
  • Transaction Monitoring Model Basics: Management, Selection and Security Transaction Monitoring Model Basics: Management, Selection and Security Robert Colatarci, Peter D. Wild, Rebecca Schauer Robertson, and Shannon Cox Recorded: Jul 19 2016 58 mins
    Join Experis Finance for a complimentary, virtual panel webinar focused on whether or not your AML models for transaction monitoring perform according to regulatory expectations.

    Regulatory guidance requires independent validation of models used for risk management purposes, including AML systems. Greater emphasis is being placed on institutions to identify suspicious activity and ensure that the models used are effective. This panel, which includes both community bank and large bank perspectives, will discuss the independent validation of transaction monitoring systems, examples of typical validation findings, and the development of an action plan to address the results of a validation.

    After attending this webinar,

    •You will begin to understand the necessary components of Data Management as it relates to the set-up of Transaction Monitoring Systems
    •You will understand the current rules-based systems, the newer behavioral-based systems, and how they work
    •You will understand the basics of how to select a new transaction monitoring system
    •You will understand the next generation of Cyber Threats and how they differ from traditional attacks

    Presenters include:
    - Robert Colatarci, Senior Manager, Financial Institution Services, Experis Finance
    - Peter D. Wild, Internal Audit Partner, Wild AML Services
    - Rebecca Schauer Robertson, Sr. Vice President - Director of AML Compliance, South State Bank
    - Shannon Cox, Sr. Vice President - Enterprise BSA Officer, First National Bank of Santa Fe
  • WHY NICE PEOPLE COLLECT BAD DEBT WHY NICE PEOPLE COLLECT BAD DEBT Nathan Hagge - Business Development Manager Recorded: Jul 19 2016 60 mins
    Learn how to collect from the experts! This information-packed webinar assists office management in preventing and recovering past due accounts.