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Tuesday, March 2, 2027 Live Webcast

The Controller Function - Cash and Investments (X4-7753979)

4:00 PM - 5:16 PM EDT
webcast

Vendor Platform

1.4 CPE Credits in AA

OVERVIEW

This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash and investments and explore how the controller can move these responsibilities into more of a strategic role. In today’s world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding and managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization’s ongoing viability. This course takes a look at some of the typical objectives involved in cash management and then evaluates how those objectives can be further stretched into strategic pillars of the organization.

DESIGNED FOR

Anyone who performs audit or other attest services

BENEFITS

  • Describe the potential impact of risks faced by public accountants when performing audit and other attest services  
  • Explain the results of the findings and recommendations made by the Center for Audit Quality and PCAOB as an outcome from quality control reviews
  • Recall common peer review deficiencies in all types of attest engagements 
  • Apply best practices for ensuring professional, technical, regulatory and ethical standards for various audit and other attest services

HIGHLIGHTS

  • Applying professional skepticism to ensure quality work
  • Meaningful risk assessment when designing work programs for various levels of services
  • Proper planning and supervision of all engagements
  • Accountant responsibilities for evaluating internal control
  • Strengthening analytic procedures to support conclusions
  • Complying with the Code of Professional Conduct and quality management standards 

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Lynn Fountain

Lynn Fountain, CGMA, CRMA, M.B.A.

AICPA

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PRICING

$39.00 - Member

$59.00 - Nonmember

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Note: Online pre-registration will close on March 2 at 3:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN