ESG risks and opportunities are business risks and opportunities. As the pace and impact of societal and environmental disruption continues to intensify, organizations need to build capacity to drive ESG performance and resilience. In this session, we will review the highlights of the SEC disclosure rule with more expected in the coming months.

Field of Study: Accounting
CPE: 1.2

Key into federal tax issues affecting business from the internal accountant's point of view, with a focus on the impact of recent tax legislation and IRS developments.  Planning alternatives and the potential risks associated with those strategies will be discussed.   

Topics discussed (may) include:

• ERC update – the audits have started!

• Cryptocurrency reporting for business

• Beneficial ownership reporting in 2024

          * Not exactly tax, but it goes to FINCEN!

• Inflation Reduction Act

          * Green Tax Credits

• Tax depreciation after the end of 100% bonus

          * What is MACRS anyways?

Field of Study: Taxes
CPE: 1.5

Dive into recent changes impacting corporations, both C and S Corps.

Topics discussed (may) include:

• Inflation Reduction Act

          * New corporate taxes on large corporations

          * Green Tax Credits

• Section 163(j) interest expense limitation

• Research and experimentation cost amortization

• Deducting business losses

Field of Study: Taxes
CPE: 1.2

This session will explore the relevance of using AI in strategic decision-making as a C-suite leader and finance professional. Strategic leaders attending this session will be provided information to consider, embrace, and adapt to AI technologies in their organization.

Topics include:
• Using AI for investment decisions and risk management
• Enhancing customer and stakeholder experience through AI
• Chat GPT: A real world application to increase productivity
• AI and cybersecurity considerations

Field of Study: Information Technology
CPE: 1.2

Office politics can derail careers and destroy organizations. It exists, and we will provide solutions towards improving the workplace dynamic. Using office politics for good can be constructive. This session will cover the core elements of office politics and ways in which they may be solved, so the organization can thrive. If you have seen first-hand the destructive power of negative office politics, this seminar will be enlightening.

Topics Discussed

• Understanding perceptions and reality

• The varying personalities in the workplace

• Workplace motivators 

• Managing problem personalities  

• Navigating difficult conversations

• Assessing the role we play in workplace politics

Field of Study: Personnel/Human Resources
CPE: 1.5

This course provides a practical overview of the most important issues facing most companies and accountants. The focus is on explaining the basis behind major accounting and financial reporting issues and trends in plain language, enabling professionals to understand the most important aspects of relevant generally accepted accounting principles.

Upon completion of this course participants will be able to:
• List “hot topics” in accounting and financial reporting
• Recall the major implementation considerations for transitioning to new accounting standards
• Discuss practical examples of implementing changing technical, professional and relevant regulatory requirements

Field of Study: Accounting
CPE: 1.2

Demands for an excellent user experience are at an all-time high. But how do you solve for easy collaboration, compliance, and workflow? What features do you need to be effective? How do you integrate payments, eSignatures, and other technologies to make interaction convenient? This session will explain the necessary features, provide an overview of the best technologies for collaboration, and help you think through how to solve your business problems.

You'll learn about the options available from client portals, workflow management, payments, eSignatures, and more. Attend this session and arm yourself with the tools you need to succeed!

Field of Study: Information Technology
CPE: 1.5

Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.

A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.

Field of Study: Accounting & Auditing
CPE: 1.2

The multi-generational workplace is a reality in today’s business world. It is important to understand the strengths and struggles of each generation in order to create a successful and productive work environment. Leveraging the different generations in the workplace can help all employees feel valued and respected no matter their generation.

You’ll be guided through five key areas to examine in your own workplace to determine where to focus your efforts to address this common challenge. Each generation has its own communication, working style and expectations of how to interact and collaborate with each other. They also bring a unique set of skills and experiences that can be used to create something truly special…if leveraged effectively. Learn how to move away from generational conflict to cross-generational creativity that propels your business and your team forward.

In this session, you’ll:
• Review the unique perspectives, needs and benefits each generation brings into the work environment
• Learn how current “generational labels” may lead to more confusion and how a global effort may impact how we view multi-generations in the future
• Discover why leveraging multi-generational workplaces is critical for business survival
• Hear examples of how to overcome some of the biggest challenges and make the most of the benefits from working in multi-generational workplaces

Field of Study: Personnel/Human Resources
CPE: 1.2

With the explosion of technology over the past thirty years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few. This course will teach you about “technoethics” and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies.Given the profound implications of ethics and technology, this could be the most impactful session in which you will ever participate. 

Field of Study: Ethics
CPE: 1.5

Having a strong team is essential for the success of any organization, especially if teams are dispersed, deskless or remote. But how can you ensure that your team is performing at their best, wherever and however they work? How can you truly improve teamwork in the modern workplace?

People who work on successful teams feel valued and appreciated because they know they have something special to offer the team. Employees — especially introverted employees — who feel valued are more engaged. Ultimately, fostering a culture of teamwork takes effort, but it’s worth it for improved productivity and satisfaction in the workplace.

In this session, you will discover the techniques to making others feel more connected and more valued…how to deal better with different personalities by better understanding them…and how to break out of your comfort zone to feel more at ease in unfamiliar settings and activities.

What you will learn from this session:
• Recognize valuable communication strategies and techniques that help foster effective relationships
• Understand the importance of self- awareness in workplace relationships
• Learn the behaviors that you must exhibit to be considered credible
• Identify “The Three C’s of Trust” and know how to improve each

Field of Study: Personal Development
CPE: 1.5