If you are new to this program, please register with us by Friday prior to the session
In addition, the new link for the Golden West Council FMN Session is: https://home.kaplanlearn.com/portal/GoldenWest
Please Log-in at 8:55 AM to ensure polling questions are validated.
Note: To earn certification, one must be on for 50 Minutes and answer 3 of the 4 Polling Questions. Kaplan has become very strict.
Here are the September 2024 topics:
09:00 AM
Mastering FP&A for Optimized Financial Decisions & Resource Allocation
Field of Study: Finance
Elevate your business with FP&A best practices. Sherry Ann Mohan, CFO at Chase Business Banking, reveals powerful strategies to elevate your planning and forecasting. She stresses the importance of a solid planning calendar, gathering insights from leaders, and understanding key performance drivers. By integrating new initiatives, considering multiple scenarios, and rigorously testing outcomes, you can stay ahead. Mohan also highlights the need for strong cash flow management, regulatory compliance, and a skilled team in accounting, business development, and data analytics.
10:00 AM
Ethics in Practice: Understanding the PEEC & the AICPA Code
Field of Study: Regulatory Ethics
The Professional Ethics Executive Committee (PEEC) of the American Institute of Certified Public Accountants (AICPA) serves as the cornerstone for ethical guidance and enforcement within the CPA profession. Jimmy Williams, CEO and President of Compass Capital Management joins this segment to discuss the PEEC and the AICPA Code of Professional Conduct. This includes discussion of the PEEC’s responsibilities, interactions with regulatory bodies, as well as the investigation and disciplinary processes. Additionally, Jimmy provides an overview of the AICPA Code components, recent changes, and new focus areas such as the NOCLAR requirements.
11:00 AM
CECL: Implications of Rising Delinquency Rates
Field of Study: Accounting
Increasing delinquency rates elevate expected credit losses under the CECL model, requiring higher loan loss reserves and potentially diminishing bank profitability and capital. Ivan Cilik, Partner at Baker Tilly, and Sean Statz, Director at Baker Tilly, join this segment to discuss the implications of rising delinquency rates on the CECL model. This includes discussion of delinquency rates, commercial real estate considerations, assumptions included within the CECL model, as well as disclosures, communications, and monitoring.
12:15 PM
Blockchain Technology: Enhancing the Accountants Toolbox
Field of Study: Information Technology
Unlock the future of accounting with University of Quebec, Montreal, Melissa Fortin's expert insights. Melissa breaks down blockchain's complexities, revealing how it can revolutionize your processes with unmatched security, efficiency, and automation. Despite the challenges, Fortin highlights blockchain's transformative impact on auditing, financial reporting, and tax compliance. Stay ahead—embrace blockchain's transparency and fraud prevention, and equip your team for success.
Where?
Virtual from your home
Login to your Kaplan account to access the virtual classroom at:
https://home.kaplanlearn.com/portal/GoldenWest
When?
Date: Saturday - September 14, 2024
Time: 9:00 am to 1:15 pm