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Accounting and Tax

  • This edition of Ask Ralph will be devoted to the topic of engagement letters.

    Attendees will learn:
    -the importance of engagement letters for all services
    -how often to obtain them
    -how to construct effective and protective letters
    -how to create and use disengagement letters

    We will save time at the end of the webcast for Q&A.
  • Join us for Part 1 of a two part series where we will present a technical overview of the new standard. We will also provide general information and best practices to consider when implementing the new revenue recognition standard.

    After attending this webinar, you will be able to:
    • Understand the principals of the new revenue recognition standard
    • Determine how your company will adopt the new guidance based on the transition and retrospective adoption of the revenue recognition standard
    • Anticipate the changes that can be expected by implementation of the new revenue recognition standard
    • Make appropriate revenue recognition decisions
  • In the past 18 months, IT backlogs have risen 29%, and they are slowing down businesses that need to move more quickly. Watch this webinar to learn how you can reduce your IT backlog by 50% in just 30 minutes, while creating a sustainable approach for the future.

    This webinar will demonstrate how low-code Rapid Application Development tools, like QuickBase, can help IT handle the increasing number of requests from business counterparts, enabling them to run faster than ever – and ultimately driving revenue, eliminating costs, and improving operational efficiency.

    From this webinar you will learn to:
    -Cut your backlog by creating highly customized applications in just minutes
    -Create applications with three unique approaches to fit your needs
    -Identify how IT and business partners can share application production
    -Engage citizen developers safely to take the last mile of development

    With the tools and techniques presented in this webinar, you will be able to begin drastically reducing your IT backlog in minutes.
  • In this final of three webinars on risk management for accounting practices, you’ll learn about:
    •The type of exposure CPA firms face from third parties that rely on work performed
    •Who might bring a claim: banks, insurance companies, vendors, acquiring companies, regulatory agencies and more
    •The prevalence of third party claims for failure to detect management fraud

    By participating in this session you’ll gain an understanding of:
    •The risks stemming from third party claims
    •How to minimize the risks of exposure to a claim from a third party
    •What your lawyer will need to build an effective defense to a future third-party claim


    This series of three webinars will qualify as 4 hours of CPE for CPAs:

    •Each session will include 3 polling questions which makes the CPE credits NASBA eligible when taken live.
    •Firms may register as one participant and share the experience in a conference room. Please provide a list of participants and participation dates on firm letterhead to receive CPE.
    •Firms that have the ability to handle their own CPE’s will get a certificate of attendance.

    Firms may qualify for premium credits:
    •Firms that complete all 3 sessions either live or recorded are eligible for premium LC Credit with CPA ProSecure. CPA ProSecure Premium credits apply only when all three sessions have been viewed.
    •Firms that are issued NAPLIA certificates do not need to submit additional information to NAPLIA for premium Credit.
    •Non CPA ProSecure clients are welcome to attend for CPE’s but premium credits are not cannot guaranteed
  • In this second session of a series of three webinars on risk management for accounting practices, we’ll discuss:
    •Engagement risk assessment: The process of building a good client base from a risk management perspective
    •The importance and components of effective engagement letters
    •The importance of management letters and comments about internal controls
    •Your areas of exposure to your clients and what to do if a client brings a claim
    •The prevalence of claims for failure to detect employee embezzlement

    By participating in this session you’ll gain an understanding of:
    •How to build and manage a good client base
    •What to include in your engagement letters and management letters to protect your firm
    •What your lawyer will need to build an effective defense to a future client claim

    This series of three webinars will qualify as 4 hours of CPE for CPAs:

    •Each session will include 3 polling questions which makes the CPE credits NASBA eligible when taken live.
    •Firms may register as one participant and share the experience in a conference room. Please provide a list of participants and participation dates on firm letterhead to receive CPE.
    •Firms that have the ability to handle their own CPE’s will get a certificate of attendance.

    Firms may qualify for premium credits:
    •Firms that complete all 3 sessions either live or recorded are eligible for premium LC Credit with CPA ProSecure. CPA ProSecure Premium credits apply only when all three sessions have been viewed.
    •Firms that are issued NAPLIA certificates do not need to submit additional information to NAPLIA for premium Credit.
    •Non CPA ProSecure clients are welcome to attend for CPE’s but premium credits are not cannot guaranteed
  • 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 2015 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:

    - Learn about international tax updates including corporate inversions legislation, transfer pricing, and income tax accounting issues and the potential impact on your organization.
    - Understand the latest developments in federal tax requirements including uncertain tax benefits, recent FASB tax accounting agenda and tax accounting considerations for the new revenue recognition rules.
    - Be aware of critical state income tax legislative modifications and plan how to address these changes.
  • Insurance is the equitable transfer of the risk of a loss, from one entity to another in exchange for payment. It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss. An insurer, or insurance carrier, is a company selling the insurance; the insured, or policyholder, is the person or entity buying the insurance policy. The amount of money to be charged for a certain amount of insurance coverage is called the premium. Risk management, the practice of appraising and controlling risk, has evolved as a discrete field of study and practice.
  • In this first of three webinars, we’ll discuss the risk environment in which accounting firm practice, including:
    •The areas of practice from which most claims arise
    •The statute of limitations on claims
    •Who owns engagement files and who should have access to them
    •Confidentiality of information and engagement files
    •What to do if issued a subpoena

    By participating in this session you’ll gain an understanding of:
    •The riskier areas of your practice
    •Who has rights to access engagement files
    •Your obligation to protect confidentiality


    This series of three webinars will qualify as 4 hours of CPE for CPAs:

    •Each session will include 3 polling questions which makes the CPE credits NASBA eligible when taken live.
    •Firms may register as one participant and share the experience in a conference room. Please provide a list of participants and participation dates on firm letterhead to receive CPE.
    •Firms that have the ability to handle their own CPE’s will get a certificate of attendance.

    Firms may qualify for premium credits:
    •Firms that complete all 3 sessions either live or recorded are eligible for premium LC Credit with CPA ProSecure. CPA ProSecure Premium credits apply only when all three sessions have been viewed.
    •Firms that are issued NAPLIA certificates do not need to submit additional information to NAPLIA for premium Credit.
    •Non CPA ProSecure clients are welcome to attend for CPE’s but premium credits are not guaranteed.
  • In this session SMSF leading light - Grant Abbott will provide attendees with the ins and outs, strategies and traps, tips and pitfalls of SMSF Reserves. If you don't use them you will after this session and if you do then let Grant take your learning to a new level.
  • Data analytics can be useful in assessing risks and controls. If you are thinking of incorporating data analytics to your audits, there are important considerations to ensure your efforts are successful. In this introductory webinar focused on Data Analytics, you will learn:

    •How data analytics can enhance your audits
    •Where in the audit process you should consider analytics
    •What types of audits are good analytic candidates
    •How to overcome some of the common challenges encountered when using data analytics
  • Agenda:
    1.Top Cyber Issues
    2.War Story
    3.Conclusion: How to protect your firm
    4.Questions

    About the Speaker:
    Eric Hess, Esq., provides legal services to investment advisers, broker dealers, funds, execution venues and technology businesses. His small client base and focused approach allow it to tailor risk management to his client’s needs and size.
  • Join AWS, Snowflake and DoubleDown Interactive as we discuss ingesting and processing any scale of data (structured and semi-structured) in the cloud.

    Featured Use Case:

    DoubleDown Interactive, a provider of online free-to-play casino games, needs to process huge amounts of streaming event data from their games and make that data rapidly available to data scientists and analysts. Hear how Amazon S3 and Snowflake’s Elastic Data Warehouse have made it possible for DoubleDown to deploy a reliable, scalable data architecture for their analytics needs.

    You’ll learn how Amazon S3 and Snowflake technology help address key challenges in building data pipelines and processing data and how DoubleDown combines Amazon Kinesis, S3, and Snowflake to ingest, store, and process their data faster, more easily, and less expensively.
  • The focus of this programme is manifold and address the following issues: fostering the use of the tools of risk assessment and risk management in new fields of application such as policy making; providing a platform between the insurance community, the engineering and academic communities and policy makers to discuss risk issues; promoting the concept of the insurability of risks as the natural borderline between State legislation and the market economy; identifying new opportunities for insurers in the emerging sustainability concept in order to enlarge the field of insurable risks
  • Philip Baker QC and Roy Saunders review the recently announced BEPS Deliverables, providing insight into the practical implications of the new measures and how international businesses will need to adapt.
  • Reputational risk, often called reputation risk, is a risk of loss resulting from damages to a firm's reputation, in lost revenue; increased operating, capital or regulatory costs; or destruction of shareholder value, consequent to an adverse or potentially criminal event even if the company is not found guilty. Adverse events typically associated with reputation risk include ethics, safety, security, sustainability, quality, and innovation. Reputational risk can be a matter of corporate trust.
  • In this session we will take estate planning apart and show when and where a testamentary trust, a SMSF and a Will come in handy. Presesnted by Grant Abbott - leading SMSF expert and Tony Anamourlis - Head Partner at NowInfinity Legal and tax and estate planning expert - this hands on session will provide some unique insights into estate planning structures.
  • Sponsored by Avalara

    Whether you’re moving up from Quickbooks or have an enterprise level ERP, you know that you can’t mess around with tax compliance. Imagine getting ready for IPO or hit that big buy from a major Fortune 100 company – and then find that the acquisition tanks due to a major liability in mismanaged sales tax. Ouch! Unfortunately, we’ve seen it happen time and again.

    Let us help you get your organization ready for the next growth phase that will put you into the three comma club. We’ve rounded up some top-notch tax experts with lots of experience working with public and private high-growth tech companies – and they’re not going to let you down in the clutch.

    Tax partners Malcolm Ellerbe, David Sordello, and Jon Davies of the Silicon Valley company Armanino will sit down for an interactive chat with the VentureBeat audience – and are happy to take your questions as you navigate the ins and outs of sales tax in a mobile and startup culture.

    In this webinar, you’ll:

    * Gain greater visibility to common sales tax loopholes that often snag hot tech startups and entrepreneurs
    * Determine whether sales tax is even an issue for your organization -- you might be surprised.
    * Learn ways that international tax in growth stage companies can be the make or break point for that next IPO
    * Get a high level overview of other tax considerations like net operating losses, impact of stock compensation, and the states that are currently taxing cloud computing services.

    Speakers:
    Malcolm Ellerbe, Tax Partner, Armanino
    David Sordello, CPA, Corporate Tax, Armanino
    Jon Davies, Tax Partner, International Tax, Armanino
  • Business continuity encompasses a loosely defined set of planning, preparatory and related activities which are intended to ensure that an organization's critical business functions will either continue to operate despite serious incidents or disasters that might otherwise have interrupted them, or will be recovered to an operational state within a reasonably short period. As such, business continuity includes three key elements: 1. Resilience: critical business functions and the supporting infrastructure are designed and engineered in such a way that they are materially unaffected by most disruptions, for example through the use of redundancy and spare capacity; 2. Recovery: arrangements are made to recover or restore critical and less critical business functions that fail for some reason. 3. Contingency: the organization establishes a generalized capability and readiness to cope effectively with whatever major incidents and disasters occur, including those that were not, and perhaps could not have been, foreseen. Contingency preparations constitute a last-resort response if resilience and recovery arrangements should prove inadequate in practice.
  • Sponsored by Avalara

    If you’re a software or high tech company ready to jumpstart your growth phase, do you understand how much of your limited resources are being sapped trying to manage the tax compliance for every transaction? We didn’t think so. Sales tax compliance is probably the last thing anyone wants to think about – and yet, it can make or break your revenue stream.

    We’re talking to a VP of e-commerce of a major high end retailer, a highly sought-after sales tax guru and our own CFO, each of whom have solved the sales tax compliance equation – and have figured out a way to keep the government happy while streamlining their organizational process flow. By offloading these non-value add activities, business owners, CEOs, and CFOs can focus on what really matters – kicking up all kinds of revenue and adding value back into the business while making the competition weep into their pillows each night.

    Join us for an interesting hour of real-life rock stars who have solved their nightmares with innovative sales tax compliance tactics and strategies. By registering for this webinar, you’ll

    * See real world scenarios of several organizations who have mastered sales tax compliance and requirements
    * Learn action items to prepare your organization to optimize non-value-add business admin activities and reporting time
    * Get your questions answered regarding sales tax strategies by the industry’s top experts during our live exec roundtable Q&A
    * Hear the latest update on the Congressional “internet sales tax” (Marketplace Fairness Act)

    Speakers:

    Scott Cohn, Vice President of eCommerce, Chinese Laundry
    Lisa Serwin, CFO, VentureBeat
    Jordan Goodman, Sales and Local Tax Partner, Horwood Marcus & Berk


    Register today for this free learning opportunity with VentureBeat and Avalara
  • In this session Grant Abbott from SMSF Strategies and Jason Huljich from Centuria Property will be discussing the use of sydnication for SMSF investment and how to do small scale prpperty development in a SMSF with a Superannuation Unrelated Investment Trust and Unlisted property trusts.
  • Agenda:
    1.) Why, how, and when to screen clients
    2.) War Story
    3.) Conclusion: Why client screening may have helped mitigate the claim
    4.) Questions

    About the Speaker: Attorney Ralph Picardi serves as a risk-management consultant to NAPLIA. His legal practice concentrates primarily in the area of defending accountants, lawyers, insurance agents and other professionals in matters of professional liability. In addition to litigation, Mr. Picardi specializes in advising accountants, lawyers, and their insurers in matters of coverage, and in matters of loss control through hotlines, seminars, risk management audits and publications.

    There will be a 10 page whitepaper sent out to registrants (in advance)
  • In this session we will take look at the use of Ensuring Powers of Attorney and show when and where they come in handy - particularly for SMSF clients going overseas, mentally incapacitated clients and what happens to an EPOA on death and divorce.. Presented by Grant Abbott - leading SMSF expert and Tony Anamourlis - Head Partner at NowInfinity Legal and international legal expert - this hands on session will provide some unique insights into the use of EPOAs.
  • Businesses with engaged employees outperform their competitors by 6-11% on average. Getting your employees to think and act like business owners drives productivity, engagement and profitability.
    In this popular seminar we’ll show you new thinking on how you can;
    •attract and retain high calibre staff by offering a direct stake in the business
    •increase profitability and productivity through engagement strategies
    •save tax by making deductible payments into an Employee Share Ownership Plan
    Hosted by the team from Australia’s largest firm specialising in succession planning.
  • Every profession has tools fundamental to its trade, each of which needs to be reviewed and sharpened regularly to ensure they remain effective. The risk register, matrix and bow-tie are three such tools within risk management. This one-hour webinar will provide tips on how to optimise each of these critical risk tools and tailor them to your organisation.
  • Too often tax strategies are reviewed in the last weeks of the financial year when the best time is at the commencement of an income year - particularly when a client has been set up with a trust, company and SMSF for business, tax and super purposes. In this session Grant Abbott and Tony Anamourlis - head partner at NowInfinity Legal will take attendees through their best start of the financial year strategies.
  • With as much as 30% of total IT budgets being spent outside of IT departments, technical workarounds by the business, also known as "shadow IT", can no longer be ignored.

    In order to strike a necessary balance between IT control and business-driven efforts, many IT leaders are turning to aPaaS solutions for Citizen Development. Successful implementation of aPaaS hinges on effective change management around people, processes, and technology.

    Join Francois Tricot, CIO of Ceva as he and QuickBase Manager Angela Maglione explore:

    -Factors contributing to the rise of shadow IT
    -Rules of engagement for IT leaders and business users who both want to benefit from aPaaS
    -Real-world examples of effective IT leaders who are currently managing shadow IT
    -Actionable next steps and key questions to consider before embarking on your own Citizen Development journey
  • ITR introduce TMF Group's Global Head of Capital Markets & SPV, Jeroen van Zanten and guest speakers, Joel Cooper and Randall Fox of DLA Piper, to elaborate on the most recent developments, on a global scale, of country-by-country reporting requirements; taking the opportunity to share a deeper insight into the specific requirements laid out for highly-impacted jurisdictions.
  • Please join Experis Finance for the second session of our revenue recognition webinar series titled, “Revenue from Contracts with Customers – Developing an Implementation Strategy” where we will be presenting:

    • an illustrative roadmap for implementation
    • example templates used in an initial implementation assessment
    • the challenges and obstacles in implementing the new standard
    • certain industry-specific considerations that could impact your implementation strategy.
  • The financial crisis saw a large number of firms suffer huge losses through a manual and disjointed approach to approving credit. Fast-forward to 2016, and things have shifted substantially. Government regulatory changes have demanded innovation – and marketplace lenders have risen to the challenge by using predictive modeling, data aggregation, and electronic payment technology to assess the financial health of consumers and small businesses.

    But these innovations don’t just help with compliance; new lending tech dramatically improves the customer experience by demonstrating that a lender truly understands the consumer’s credit needs. To this end, the industry is moving toward developing a single, unified view of the consumer – incorporating personal, transactional, application, and product-selection data collected from financial institutions – and using this data to perform rich analytics and needs assessment for borrowers. So armed, new-age lenders can leverage this alternative data to cross-sell other credit products at key decision points during the loan-application process – a win-win for both borrowers and lenders.

    In this webinar you'll:

    * Learn the trends driving change in marketplace lending and credit risk management

    * Build more accurate predictive ratings models based on alternative data sets

    * Get insight into the future of marketplace lending and credit risk management

    Speakers:
    * Scott Crawford, VP of Product and Marketing, Ascend Consumer Financial
    * Krishna Venkatraman, SVP of Data and Analytics, OnDeck
    * Terrence McKeown, Practice Manager, Credit Analytics, Envestnet | Yodlee
    * Wendy Schuchart, Moderator, VentureBeat

    Join us on February 24th at 10 am PT/1 pm ET for an animated discussion on the trends driving change in lending and credit risk management. Learn how to leverage new technologies and data analytics to improve credit decisions, collections, and portfolio management.