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10/31/2017

Join us for our annual joint event with the local chapter of the Texas Society of Certified Public Accountants (TSCPA):

 "Collaborative Divorce Process" 


We are pleased to present this 1 hour credit CPE event and lunch for only $20 for members and non-members!        

    

 Presentation Description:

A panel discussion regarding collaborative divorce and how you or your clients may be involved in the process.  Collaborative divorce is the newest method of alternative dispute resolution in family law.  It can best be described as a method of practicing law in which the lawyers for both sides (parties) agree to assist the clients to resolve conflicts by employing cooperative techniques rather than adversarial strategies and litigation. All the people involved commit themselves to achieving a negotiated outcome. It is agreed that no litigation will be commenced during the negotiations. The parties and their lawyers enter into a “Participation Agreement” where it is agreed that if a settlement is not reached, the lawyers will withdraw from the process and not participate in the ensuing litigation. It is understood by all involved that the lawyers’ retainers are limited to settlement negotiations.

 

A panel of specialists will describe the collaborative law processes as well as the pros and cons of this process over traditional litigation, arbitration, or mediation.  The panelists* include:

·       Ray Brown, PhD- Licensed Phycologist with Ray H Brown, PhD, P.C.

·       Lindsay Cooper - Financial Advisor with Blake | Cooper Financial Strategies

·       Suzanne Blake - CPA, CRPC, CDFA, with Blake | Cooper Financial Strategies

*Please note that panelists may change.


Learning Objectives:

  1. Dispute resolution
  2. Achieving negotiated outcomes


Prerequisites:  None



11/9/2017

We are proud to present Leita Hart-Fanta, CPA, CGFM, CGAP, presenting:

 Audit Report Writing: Fast, Fearless, and Effective  

 

Presentation Description:

A logically organized report is a gift to the reader. In this course, you will learn how to create meaningful, concise reports without the headache.  We will discuss ways to streamline your writing process as well as techniques for organizing your thoughts.  This class is beneficial for both new and experienced auditors. New auditors learn how to use the elements of a finding to structure their message. Experienced auditors learn how to set clear expectations, quickly review audit reports, and coach staff to improve their writing.  The class is centered on the five elements of a finding — as required by the GAO.

 

Learning Objectives:

  1. Structure audit content in support of audit recommendations
  2. Create convincing, implementable and auditable recommendations
  3. Choose the strongest content for your finding
  4. Decide how much detail to share in the report
  5. Quantify results
  6. Enhance the readability of your report
  7. Recognize dangerous tone and language
  8. Establish expectations and guidelines for creating compelling findings
  9. Decide when to pursue the root cause
  10. Focus the report on a finite, answerable objective


Bio:

Leita Hart-Fanta, CPA, CGAP has developed curriculum and taught seminars for hundreds of audit teams including Walmart, Schlumberger, Valero Energy, Sandia Labs, the Veteran’s Administration, the University of Texas and the City of San Francisco. She also teaches courses for local IIA Chapters around the country.  Leita started her audit career in public accounting and regularly conducts training for CPA firms on auditing standards. She is the author of over a dozen books on auditing and accounting, including essential audit skills, risk assessment, audit reporting, audit standards, and accounting essentials.  Leita’s two best sellers are the McGraw-Hill book “Accounting Demystified” and the self-study course “The Yellow Book Interpreted.” She is the founder of Yellowbook-CPE.com, a website that offers self-study courses for auditors and Indie Accountants, a marketplace website for accounting and auditing services.  She is currently writing training curriculum for Deloitte and a self-study book on internal controls. She lives with her fishing obsessed husband and two beautiful tween daughters in Austin, Texas.  To learn more about Leita, see her websites at www.yellowbookcpe.com


Prerequisites:  None



 

 Upcoming Events

 
  • 11/9/2017 8:30 AM - 11/9/2017 4:30 AM
    Audit Report Writing Fast, Fearless, and Effective
    Texas Tech Club: 550 University Ave Lubbock, TX 79407