Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
Title : Blockchain, Cryptocurrency, NFTs and Other Scary Stuff No One Understands
Instructors : Jeffrey L. Sailor, CPA, Jennifer Sailor, CPA
This course covers topics which most practitioners find somewhat daunting. The goal is to give you the information you need to meet these challenges with confidence and thus not miss the proper accounting or reporting issues.
This course is designed to teach you various aspects of blockchain, cryptocurrency, NFTs , Web3 and AI.
Jeff Sailor and Jennifer Sailor bring a truly unique presentation style to explain the topics in a common sense way, while adding their own sense of candor and humor to keep you awake and reinforce the material.
Course Level - Basic
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with a ten minute break
Revision Date - 8/14/24
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Field(s) of Study: Accounting
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Learning Objectives
- Describe the concept of blockchain
- Describe common uses of blockchain
- Describe the concept of cryptocurrency
- Recognize some of the challenges of cryptocurrency
- Apply the new FASB standards for accounting for cryptocurrency
- Describe non-fungible tokens
- Describe the concept of WEB3
- Recognize the challenges and opportunities for using artificial intelligence in accounting and auditing
Level
BasicPrerequisites
Basic understanding of accounting and reporting
Advanced Preparation
None
Metrics Which Every CFO, Controller, and CPA Advisor Should Know
Title : Metrics Which Everyone Should Know (2CR)
Instructors : Jeffrey L. Sailor, CPA
In this course, Jeff will cover the most common and useful metrics that every CFO, Controller and CPA Advisor should know. The discussion will be categorized by type and use of metric.
The course will also include many examples to aid in understanding and using these metrics. In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with 10 minute break
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Field(s) of Study: Accounting
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the difference between a ratio and a KPI
Describe the purpose of ratios
Describe the purpose of KPIs
Apply various Balance Sheet metrics
Apply various Cash Flow and Liquidity metrics
Apply various Profitability metrics
Apply various Operational metrics
Level
BasicPrerequisites
Basic understanding of accounting
Advanced Preparation
None
Ongoing SQM Activities
Title : Ongoing SQM Activities (1CR)
Instructors : Jeffrey L. Sailor, CPA
Course Description:
The Statements on Quality Management Standards require a firm to not only have implemented a system of quality management, but conduct ongoing SQM activities as well. In this course, Jeff will cover the requirement for ongoing SQM activities including Monitoring and Remediation, Engagement Quality Reviews and the Annual Evaluation of the SQM.
In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Field(s) of Study: Accounting
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the requirements of the SQMS for ongoing activities
Apply the provisions for monitoring and remediation
Apply the provisions for an engagement quality review
Apply the provision for the annual SQM evaluation
Level
BasicPrerequisites
Basic accounting knowledge
Advanced Preparation
None
Fair Value Measurements
Title : Fair Value Measurements (2CR)
Instructors : Jeffrey L. Sailor, CPA
Fair value measurement is a broad topic that affects not only to external accountants but is also critical to controllers and CFOs as well. In this course, Jeff will take a look at the GAAP requirements under ASC 820. Topics will include initial measurement, subsequent measurement, valuation techniques, inputs to valuation, and the fair value hierarchy. Jeff will also cover some of the theory contained in FASB Concept 7 dealing with cash flow measurements.
In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Field(s) of Study: Accounting
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Define fair value
Describe the relationship between ASC 820 and other standards
Describe the most common methods for valuing assets and liabilities at fair value
Apply the fair value hierarchy
Apply the theory found in Concept 7 to cash flows
Level
BasicPrerequisites
Basic knowledge of accounting
Advanced Preparation
None
Accounting for Not-For-Profit Entities
Title : Accounting for Not-For-Profit Entities (3CR)
Instructors : Jeffrey L. Sailor, CPA
Not-for-profit accounting is a specialized area of GAAP which has recently changed significantly. This course will take an in-depth look at all aspects of this topic from determining the nature of a contribution to presentation and disclosures. As always, Jeff will include his personal brand of humor to keep the webcast moving.
Course Level- Basic
Delivery Method- Group Internet Based Webcast
Length- 150 minutes of instruction
Revision Date- 12/27/24
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Field(s) of Study: Accounting
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the recent changes to NFP accounting
Apply the standards to distinguish a contribution from an exchange
Describe a conditional contribution
Apply the standards for accounting for a conditional contribution
Apply the standards to classify a contribution as restricted or unrestricted
Apply the special provisions with regard to contributed services
Apply the provisions for presentation of financial statements and disclosures
Describe issues for special issues
Level
BasicPrerequisites
Experience in accounting topics
Advanced Preparation
None
Analytical Procedures and Critical Thinking Skills
Title : Analytical Procedures and Critical Thinking Skills (2CR)
Instructors : Jeffrey L. Sailor, CPA
Analytical procedures are both required and suggested by various standards. They are required for review and audit engagements. A closely related topic is critical thinking skills, which is an area targeted in the AICPA’s Enhancing Audit Quality Initiative.
In this in-depth course, Jeff Sailor will bring his truly unique presentation style to cover the most important aspects of performing analytical procedures as well as provide insight on critical thinking skills and how to improve your personal skills.. In addition, he will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Course Level- Basic
Delivery Method- Group Internet Based Webcast
Length- 100 minutes of instruction
Revision Date- 12/27/24
Field(s) of Study: Auditing
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Learning Objectives
- Identify to whom this standard applies
- Describe the requirements for analytical procedures
- Apply the provisions for analytical procedures
- Describe the various facets of critical thinking
- Apply methods to improve you critical thinking skills
Level
BasicPrerequisites
Experience in accounting and auditing
Advanced Preparation
None
Risk Assessment of IT Systems
Title : Risk Assessment of IT Systems (1CR)
Instructors : Jeffrey L. Sailor, CPA
The issuance of SAS 145 made many changes to risk assessment in the planning of audits. One of the major changes was the increased focus on the risk assessment of Information Technology Systems. This course will cover the requirements of SAS 145 as well as discuss many of the troubling issues related to IT in an audit.
In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Delivery Method -Group Internet Based Webcast
Length - 50 minutes of Instruction
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Field(s) of Study: Auditing
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Apply the requirements of SAS 145
Perform proper risk assessment of IT systems in an audit
Describe the areas of concern in a system of IT
Describe areas which present the most concern
Level
UpdatePrerequisites
Basic understanding of accounting and auditing
Advanced Preparation
None
Focus on Fraud: FTX, What Happened?
Title : Focus on Fraud - FTX, What Happened? (1CR)
Instructors : Jeffrey L. Sailor, CPA
Fraud is always a pervasive risk and can create serious issues in financial reporting. By studying fraud case, the practitioner can become aware of patterns which will help to identify fraud. In this series Jeff discusses the basics of fraud as well as specific cases studies.
In this edition, Jeff looks at Sam Bankman-Fried and FTX and reveals that the fraud may not have been as complex as many people might think.
As in all his courses, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know. He will also include a certain amount of humor designed to keep you awake and reinforce the material.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 50 minutes of instruction
Revision Date: 8/14/2023
Field(s) of Study: Auditing
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Identify the two types of fraud
Identify the fraud risk triangle
Describe the actual fraud committed at FTX
Describe what went wrong with the audit firms
Level
UpdatePrerequisites
Basic knowledge of accounting and auditing
Advanced Preparation
None
IFRS Accounting - IFRS Issues
Title : IFRS Accounting - IFRS Issues (2CR)
Instructors : Jeffrey L. Sailor, CPA
This course will cover some the issues related to International Financial Accounting. Topics include a discussion on the IFRS-SME, digital financial reporting, the effect of cryptocurrency on international accounting and the IFRS Sustainability Disclosure Standards.
In additional to the exceptional content, Jeff includes his signature video parodies, which are designed to reinforce the material as well as keep your interest and put a smile on your face.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with a 10 minute break
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Field(s) of Study: Accounting
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Learning Objectives
Upon successful completion of this course, participants will be able to:
Describe the basics of IFRS-SME
Describe the meaning and issues related to digital financial reporting
Describe the issues related to cryptocurrencies
Describe the disclosure recommendations under the IFRS Sustainability Disclosure Standards
Level
BasicPrerequisites
Basic understanding of accounting
Advanced Preparation
None
The SSARS General Principles- By the Book
Title : The SSARS General Principles - By The Book (1CR)
Instructors : Jeffrey L. Sailor, CPA
Preparation, compilation and review engagements fall under the SSARS reporting standards. Regardless of the level of engagement, all SSARS engagements fall under the SSARS General Principles. In this course, Jeff will explain the general principles required for all SSARS engagements
Topics will include ethics, engagement acceptance, compliance with requirements as well as other areas. As always, Jeff will include his unique sense of humor to help keep your attention and retain the material.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 50 minutes of instruction
Revision Date: 8/14/2023
Field(s) of Study: Accounting
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Identify proper application of the provisions of SSARS General Principles
Identify the relevant ethics for SSARS engagements
Apply the general requirements for all SSARS engagements
Apply better practice skills
Level
BasicPrerequisites
Basic knowledge of accounting and reporting
Advanced Preparation
None