Financial Management Network Webinar

When:  Aug 10, 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 August 2024 topics:

09:00 AM
Optimizing Financial Leverage through Golf Course Economics
Field of Study: Economics 
Maximizing financial leverage is akin to optimizing resources and investments to enhance returns, much like managing a golf course to maximize its revenue potential. Leveraging insights using golf course financial management as an analogous model can provide valuable perspectives on financial management and investment strategies. Alan Gorlick, CEO of Gorlick Financial Strategies, has a long history of executive level and consulting experience in international business, economic development, and corporate finance. Alan shares his insights to help you discover how to utilize golf course economics to enhance financial leverage within your organization. 

10:00 AM
Mastering Cash Flow Statements: From Basics to Best Practices 
Field of Study: Accounting 
The statement of cash flows is an important financial statement as it offers a detailed account of a company's cash inflows and outflows from operating, investing, and financing activities, helping stakeholders assess the firm's liquidity, operational efficiency, and overall financial health. Megan Schoeps, Director in CFO Advisory with Wiss & Company, joins this segment to discuss the importance of the statement of cash flows. This includes discussion of the key sections of the statement of cash flows, working capital and non-cash considerations, cash flow ratios and metrics, as well as forecasting techniques.

11:00 AM
Navigating IRS Tax Controversies with Confidence 
Field of Study: Taxes 
Practitioners play a vital role in helping individuals and businesses navigate the complexities of the tax code and interact with the IRS effectively. They can assist clients in understanding their tax obligations, preparing accurate tax returns, and responding to IRS inquiries or audits. Melissa Wiley, Tax Partner with Lowenstein Sandler, joins this segment to discuss working with the IRS and helping clients reach the best possible resolution. This includes discussion of the IRS divisions and tax compliance division structure, changes at the IRS from additional funding as a result of the Inflation Reduction Act, IRS examination triggers, as well as how to effectively prepare for IRS examinations. 

12:15 PM
The Future of Government Accounting: Key GASB Projects & Practice Issues 
Field of Study: Accounting (Governmental) 
The GASB's mission is to improve financial reporting by establishing and improving accounting standards that provide useful information to users of governmental financial reports. Through its unwavering commitment to transparency and consistency, the GASB empowers public trust and financial accountability, setting a gold standard in governmental accounting and finance. Learn from two experts, Jeff Previdi, Vice Chair of the GASB, and Richard Kravitz, Editor-in-Chief of the CPA Journal, about GASB’s current major projects and how the GASB fulfills its commitment to facilitating informed decision-making, ultimately contributing to the betterment of public services and fiscal responsibility.

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 - August 10, 2024
Time: 9:00 am to 1:15 pm
Cost: $40 Pay through PayPal
www.paypal.me/IMA112

Contact

Robert Hulin
(510) 304-1406
ima.eastbay.nc@gmail.com