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2004
1031 Exchanges:
Backward, Forward and Combined
William L. Exeter, President and
Chief Executive Officer, Diversified Exchange Corporation will
present a brief overview of the 1031 exchange requirements and
processes. Mr. Exeter will then focus on reverse, reverse/forward,
build-to-suit, reverse/build-to-suit 1031 exchange structures with
specific emphasis on the mechanical aspects of structuring and
documenting each.
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Advanced Quickbooks
A local bank president said that 50% of the reports he sees on a
daily basis are in QuickBooks. Are you using QuickBooks for
yourself, your company or your clients? QuickBooks can be very
simple but yet very intricate. The reporting function is
excellent. In this presentation we will review various reports
available in QuickBooks. You will see how to use reports to
isolate just the information you need. The budget function is one
of the easiest functions of the software. We will create a sample
budget in whole and also by classes. We will also be reviewing the
Premier Accountant Edition and looking at some of the features
available in this version.
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American's Corporate Fraud
Scandal: What Caused It and What Will Solve It
Mr. Suthers
will discuss the failures on the part of Boards of Directors,
auditors and audit committees, lawyers, stock analysts and
shareholders to prevent fraud on the part of corporate executives
and examine suggested reforms. He will suggest that additional laws
may make some difference but criminal and administrative prosecution
of wrongdoers is the best means to deter such wrongdoing.
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Building Your Visibility: A Crash Course in
Self-Marketing
Gain insight and learn strategies that will help you uncover
opportunities and win over current or prospective employers, by
learning how to effectively market your skills and talent. Also,
review must-have interview skills, including how to demonstrate ROI
and networking in order to get a job. Learn what factors have most
impacted the careers of leaders in finance and accounting.
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“Construction
Contract Auditing - The Owners’ Perspective”
This presentation provides a
rigorous and working understanding of operational and compliance
auditing issues and techniques with respect to construction
projects. It will be presented from the owners’ perspective. Many of
the concepts and issues will be useful from the contractors’
viewpoint.
The presentation will commence with
an understanding of the types of contracts (fixed price, cost-type,
GMP, unit price) and the audit ramifications dependent on each type.
The understanding of the type of contract is essential to set the
stage for planning the audit procedures.
The presentation will also focus on
some of the detailed revenue and cost types and issues. This will
include progress billings, miscellaneous revenue, direct field costs
(labor and burden, material, equipment), indirect field costs, as
well as home office cost considerations.
An important discussion of the
development of audit programs and document requests will be
provided. In addition, red flag fraud indicators will also be
discussed.
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The DNA
of Leadership
This is a lively program for
managers and executives who want to improve their leadership skills
for promotion, pay raises, and job offers.
The interactive talk, by one of Colorado's top presenters, includes
case studies, news clippings, trends, personal observations, and
war stories.
Topics for discussion include:
* The Leader as Visionary, Coach, Role Model, Manager
* How leaders differ from managers
* The leadership gap that dooms most new initiatives
* The top leadership competencies that employers are
demanding
* A leadership self-assessment
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Ethics - A Value Based
Approach
The CPA ethics
course addresses the topic from the key principles and values
underlying the rules of professional and ethical conduct. Using
this approach, attendees will gain an appreciation of how to measure
whether their professional conduct is ethical. Attendees will also
understand what level of ethical development they are operating at
and what ethical framework they more naturally gravitate towards in
resolving an ethical dilemma.
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How to
Balance High Control Environments with High Responsibility Behavior
Every organizational leader is struggling with how to get employees
to be more accountable and more responsible. Every manager is
dealing with productivity issues-how to get better results with
fewer resources and people. Every organization is facing the
question of how to get the right controls in place to assure public
trust and customer confidence. The path that leaders select to
address these critical issues will impact their greatness and
success for decades to come. One path leads toward greater controls,
more regulations, more policies and procedures, more checking,
watching, and demanding compliance. It is critical to decide what
type of people you need to employ and build your corporate culture
around that. Do you want other-directed people, who will do what
they're told without question? Or do you want self-directed people
who can think, reason, decide, and contribute creatively to your
progress? Will you build an
authoritarian culture or a Responsibility-Based Culture? The
messages you send and the corporate culture you create needs to have
a carefully designed balance between increasing controls and
personal responsibility and accountability. Come to this session and
hear how "cutting edge" leaders are creating high responsibility
environments, even in the face of requirements for higher controls.
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Investment Opportunities in Foreign Stock Markets
With global economic recovery
gaining strength, Brian will examine investment opportunities in
foreign stock markets. Although terrorism and war have captured
most of the headlines over the past few years, events such as the
enlargement of the EU, the reemergence of Japan, and China's
continued dynamism is probably more important in the long run. In
addition, Brian will explore major investment themes as well as
specific investment opportunities
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Keep the Foundation from
Crumbling: Assessing Your Technology Infrastructure and its
Management
Every business needs a strong
and secure technology foundation to build upon – infrastructure that
is reliable, secure, and helps your business grow. If your
infrastructure is inadequate or poorly managed, it is costing you
money in lost productivity and even lost opportunities. In this
session we will look at such questions as: How do I know when to
replace our computers? Is it time to move to a true server-based
network? How secure is our data from viruses, hackers, and even our
employees? Why am I always putting out fires? How do I get the
technology support our business needs?
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Practicing Safe Outsourcing
It’s a hot potato! Much has been written about outsourcing, not to
mention the political fallout on outsourcing abroad. So when, if at
all, do you outsource? And if you do outsource how do you protect
yourself? More and more companies are outsourcing. Slightly less
than half of US companies outsource all E-business operations.
Outsourcing payroll, IT, and Treasury and even certain accounting
functions can save a company thousands or even millions of dollars
while allowing employee’s previously responsible for doing those
functions to focus on more proactive value-added services. This
workshop will help you understand outsourcing options along with the
risks and opportunities associated with each. In addition, you will
learn:
•
What outsourcing avenues can a company take to maximize profits
and lower cost
• Outsourcing non-value added company functions and how to
identify them
• Four distinct categories of whether to outsource – cost,
benefit, flexibility and risk
• Virtual office – what’s good and what’s bad
• Offshore outsourcing – what’s out there and what are the risks
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Reviewing
Financial Statements With a Jaundiced Eye: Fraud in Financial
Reporting
Analyzing Financial Statements with
a Jaundiced Eye: Fraud in Financial Reporting is a presentation on
the critical analysis of financial statements. The course explores
the importance of financial statements and how to identify “red
flags” in financial reports that may be indicative of financial
failure or financial reporting fraud.
Specific analytical techniques,
illustrated by examples drawn from nationally renown financial
scandals, will be a primary emphasis of the presentation. The
course will also cover Statement on Auditing Standards No. 99, the
AICPA pronouncement that sets specific audit standards and provides
concrete procedures to provide reasonable assurance that audited
financial statements are free of fraud.
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Sales & Use Tax - Statutes & Regs, Court Cases
- Auditing Issues
The Sales and
Use Tax seminar will provide updated income tax information
concerning Colorado sales tax laws, policies and processes. The
information is tailored specifically to the needs of accountants and
tax practitioners in Colorado.
Topics will include
legislative updates, delinquency management, collections and
appeals, record keeping for audits, document processing, as well as
available electronic services
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