Financial Management Network Webinar

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 April 2025 topics:

09:00 AM
Mastering 401(k) Audits: Requirements, Controls and Best Practices
Field of Study: Auditing
Plan sponsors must stay ahead of 401(k) requirements to ensure compliance, reduce audits, and maintain trust. Doug Williams and Josh Alexander of Alexander & Williams, PLLC highlight updated audit triggers, valid investment certifications, and safeguards like timely remittances, clear compensation definitions, record retention, and automated eligibility. They urge proactive oversight, early preparation, open communication, and using the DOL's voluntary correction when necessary.

10:00 AM
Beyond the Numbers: The Strategic Power of Hedge Accounting
Field of Study: Accounting
Don't miss Kaplan's hedge accounting course! Join Tim Potter, CPA, Managing Director at HedgeStar, as he simplifies ASC-815 and IFRS-9. Learn how hedge accounting enhances transparency, stabilizes earnings, and strengthens risk management. Gain actionable insights to optimize hedging strategies, ensure compliance, and boost stakeholder confidence.

11:00 AM
Ethical Challenges in Mergers & Acquisitions: Competency, Conflicts, and Controls
Field of Study: Regulatory Ethics
Unlock the secrets to ethical, successful M&A deals with expert insights from Bill Haemmerle, Partner at Wiss & Company, LLP. Navigate key challenges like competency gaps, conflicts of interest, and internal controls. Discover game-changing strategies for fair negotiations, ethical due diligence, and smooth post-close transitions. Elevate your dealmaking with bold approaches that enhance transparency, mitigate risks, and set new standards in ethical M&A.

12:15 PM
SOX Compliance Uncovered: Key Requirements, Risks, and Best Practices
Field of Study: Auditing
The early 2000s saw major accounting scandals like Enron and WorldCom, leading to the Sarbanes-Oxley Act (SOX). This law enhanced financial transparency, creating the PCAOB and strengthening accountability. Robert Conway, CPA, explores SOX's impact, focusing on Section 302 certifications, disclosure committees, and clawback provisions under SOX and Dodd-Frank. He emphasizes that while tasks can be delegated, CEOs and CFOs remain ultimately accountable for financial reporting.

Where?
Virtual from your home

Login to your Kaplan account to access the virtual classroom at:
https://home.kaplanlearn.com/portal/GoldenWest