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Annual Not-for-Profit Education Session 2019
Presentations
When do you need an employee benefit plan audit and who should do it?
Lease accounting overhaul: Are you ready?
Accounting treatment of Other Real Estate Owned (OREO): Still important to your financial institution
Key steps for business sales preparation
E-Book
6-Point Audit Checklist
2019 Senior Living Event
Presentations
Revenue recognition: Be prepared to be successful
2018 Portland Board Member Event
Presentations
2018 Annual Banking Seminar
Presentations
The new not-for-profit reporting standard: A practical guide to implementation for healthcare providers
Guide
What you need to know for success in 2019
Presentations
Long-term care revenue cycle optimization
E-Book
A personal data primer: How higher education institutions can prepare for the GDPR
Revenue recognition: Evaluation of customer agreements
2018 Annual NFP Seminar
Presentations
Growth brings changes to internal control and audit requirements: Complying with FDICIA
The new not-for-profit reporting standard
White Paper
Tax Cuts and Jobs Act Retirement Plan Provisions
CECL is coming: Are you ready?
E-Book
Are you asking the right questions about your EB audit?
Checklist
When should your bank send a 1099-A or 1099-C?
Generational perspectives on savings
How Baby Boomers, Generation X-ers, and Millenials plan to fund their retirement years
Strengthening internal controls to mitigate your risk of fraud
White Paper
What is a Fit-Gap Analysis?
Closing out opportunity: Strengthening internal controls and preventing fraud in the financial industry
The ABC's of revenue recognition implementation: Three directions to take
The Interlocal Purchasing System (TIPS) cooperative contract
Lessons learned: Access monitoring plan, SUD waiver, long-term support services
Presentation
Key FDICIA requirements for banks with total assets* of $500 million to $1 billion
Part 363 (Title 12 U.S. Code of Federal Regulations)
FDICIA reporting requirements
Part 363 (Title 12 U.S. Code of Federal Regulations)
Investments vs. endowments: Understanding the difference
State of Texas Department of Information Resources (DIR)
Contract Vehicle
How to manage technology risks: A project management approach
Document retention schedule: Know when to hold 'em
Record Retention Guidelines
Are you getting a quality audit? Here's how to tell
Here's How to Tell

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