Financial Management Network Webinar

When:  Oct 12, 2024 from 09:00 AM to 01:15 PM (PT)
What?
You are invited to attend a continuing education (CPE) event for accounting and finance professionals. The program allows you to earn four hours of CPE credit, keep up-to-date on accounting and finance issues and network with other professionals.

These CPE Sessions are conducted under the IMA's Global Core Values and IMA's Statement of Ethical Professional Practice. Adherence to these statements are required to participate in this event.

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 October 2024 topics:

09:00 AM
Navigating and Leveraging the New Quality Management Standards 
Field of Study: Auditing 
The new quality management (QM) standards are vital for organizations seeking to enhance their operational efficiency and maintain high levels of customer satisfaction. These updated standards provide a framework for improving operational efficiency, reducing risks, and meeting regulatory requirements. David Duckwitz, a Partner in RubinBrown’s Assurance Services Group, shares his expertise to help firms effectively implement these standards, positioning them to better respond to emerging challenges and opportunities in the global market, maintain competitiveness, and ensure consistent product/service excellence. 

10:00 AM
Mastering Working Capital and Cash Management 
Field of Study: Finance 
Working capital management is vital for ensuring a company's liquidity, operational efficiency, and long-term financial stability, enabling the company to meet short-term obligations and optimize cash flow. Aidan Dunleavy, Director of Finance at Wichita State University, joins this segment to discuss working capital management. This includes discussion of strategies for improvement of managing cash and cash equivalents, handling excess cash, and making informed credit decisions.

11:00 AM
Nonprofit Revenue Recognition 
Field of Study: Accounting 
Revenue recognition for non-profits involves careful consideration of conditions, restrictions, and timing to ensure accurate and transparent financial reporting. Gregg Indictor, Director with Your Part Time Controller, joins this segment to discuss revenue recognition for non-profits. This includes discussion of the types of revenue received by non-profits, conditions vs. restrictions, timing of revenue recognition, specific revenue recognition issues for non-profits, as well as financial statement disclosure requirements. 

12:15 PM
Strategic Insights: ESG Compliance and Alternative Investments 
Field of Study: Taxes 
ESG and alternative investments, such as solar, are crucial for promoting sustainable growth, enhancing long-term financial performance, and meeting regulatory and societal demands for environmental responsibility. Martin Karamon, Partner with Cherry Bekaert Advisory, and Jason Hodell, a Partner also with Cherry Bekaert, join this segment to discuss ESG opportunities for companies. This includes discussion of ESG tax credits, eligibility, interaction with other credits, reporting requirements, limitations, compliance risks, and audit implications.

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 - October 12, 2024
Time: 9:00 am to 1:15 pm
Cost: $40 Pay through PayPal
www.paypal.me/IMA112

Contact

Robert Hulin
5103041406
ima.eastbay.nc@gmail.com