Presentations

Virtual Beach Retreat 2021:

Enterprise Risk Management: A Pragmatic Approach – Part 1 and Part 2

Date & Time: June 23, 2021
8:30 AM to 12:00 PM and 1:00 PM to 4:30 PM US Eastern
CPE Credit Hour(s): 4.00 and 4.00
Location: Online Webinar
Group: MACPA

Description

Part 1: What do you do when an off-the-shelf risk management software program is insufficient to meet your needs? How do you prepare a plan that captures the unique characteristics of your market, your customer base, and most importantly, your product or service? This course takes a pragmatic, hands-on approach to walking participants through the eight essential components of a customized Enterprise Risk Management (ERM) plan as defined by the Council of Sponsoring Organizations (COSO). It emphasizes “nuts and bolts” operational concepts and techniques in order to optimize its utility for business development work.

Part 2: Basic Enterprise Risk Management (ERM) plans emphasize broad strategic goals and traditional quantitative measurements. However, the most effective plans also incorporate technical internal and external accounting practices that can guide an organization’s implementation activities at the operational level. This course takes a pragmatic, hands-on approach to walking participants through fifteen specific accounting practices that should be added to any ERM plan of intermediate level complexity. It emphasizes the application of these practices at the operational level.

Learning Objectives

Upon completion of this course, participants will possess:

  • Part 1: Learn to write a comprehensive, fundamentally strong risk management plan with a “nuts and bolts” operational focus
  • Part 2: Learn to improve a basic level business plan by adding fifteen specific accounting practices that capture the operational complexity of the organization

Discussion Materials

https://drive.google.com/drive/folders/10w4MOzwYe43dgYu1D8jYyD1quXnKMILt?usp=sharing

COSO GUIDANCE

https://www.coso.org/Pages/guidance.aspx

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Virtual Beach Retreat 2021:

The Characteristics of World Class Financial Organizations

Date & Time: June 24, 2021
8:30 AM to 12:00 PM US Eastern
CPE Credit Hour(s): 4.00
Location: Online Webinar
Group: MACPA

Description

The contemporary world-class financial organization focuses on the generation of sustainable and enduring value for stockholders and other stakeholders. Learn how financial professionals integrate the disciplines of valuation and risk management in order to achieve this goal, and how traditional metrics of success are modified to support the financial function.

Learning Objectives

  • Define the external and internal factors that enable successful outcomes at business entities
  • Apply these factors to the participants’ industry sector and/or organization
  • Gain knowledge to integrate these assessments into a synergistic business plan

Discussion Materials

https://drive.google.com/drive/folders/10w4MOzwYe43dgYu1D8jYyD1quXnKMILt?usp=sharing

COSO GUIDANCE

https://www.coso.org/Pages/guidance.aspx

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Virtual Beach Retreat 2021:

Practical Accounting Update for Industry

Date & Time: June 24, 2021
1:00 PM to 4:30 PM US Eastern
CPE Credit Hour(s): 4.00
Location: Online Webinar
Group: MACPA

Description

You might feel like you’re always a step behind the always-evolving accounting standards, but please don’t despair! You’ll catch up at this practical course, where you’ll obtain an overview of the current and forthcoming accounting and reporting issues that impact your job and your firm. Our instructor will walk you through recently implemented and proposed pronouncements, and will enable you to understand what is changing and why.

Learning Objectives

Upon completion of this course, participants will possess:

  • Understand the latest guidance for practitioners
  • Review case examples that apply the guidance to business contexts
  • Anticipate future proposals and their potential impact on firms, practices, and the economy

Discussion Materials

https://drive.google.com/drive/folders/10w4MOzwYe43dgYu1D8jYyD1quXnKMILt?usp=sharing

COSO GUIDANCE

https://www.coso.org/Pages/guidance.aspx