Is your stock option plan audit-ready? Nothing is worse than having to respond to significant audit questions around stock option accounting right in the middle of an audit. Stock option plans can be tricky and complex. If not managed correctly, a stock option plan can be full of accounting gotcha's that can turn into expensive penalties, unnecessary audit adjustments and material weaknesses. In this compliementary webinar, we will cover how to prepare the stock plan to be audit-ready all year long.

More than 200 CFOs and other financial executives from around the Bay Area participated in our annual 2012 CFO Benchmark survey. We will present the survey findings, data and insights driving the key directives for better business leadership of best in class CFOs.

This webinar focused on current issues in business valuations and is offered by two of Armanino McKenna's experienced, certified valuations professionals. Trends in 409A reporting, fair market value, common stock transactions and estate & gift tax planning will be reviewed.

In this complimentary webinar, the presenters will review key issues in corporate governance for nonprofit organizations, and specifically the role of the audit committee in exercising its oversight responsibilities.

Join us for a complimentary webinar designed to introduce Armanino Consulting's expanded Microsoft Dynamics CRM team. Everyone in your organization can use customer relationship management software to share data, increase productivity and achieve business goals. Microsoft Dynamics CRM experts will reveal significant tips on how to better access information, manage your time and quickly become more efficient and effective.

ManagersSOC 2 reports are essential for software as a service (SaaS) and cloud businesses to assure proper controls are in place to protect their client's valuable data. In this complimentary webinar, our presenter will provide updates on SOC 2 reports that specifically address the following key system attributes: security, availability, processing integrity, confidentiality and privacy.

This complimentary webinar will explain the critical things you need to know and prepare for to get the most of out of your enterprise resource planning (ERP) buying experience.

This complimentary webinar will demonstrate how The Financial Edge allocation management module can help you with your investment income allocations and direct and indirect allocations, the two critical business processes for nonprofits. We will also demonstrate how to utilize your Blackbaud software to streamline this process and provide step-by-step instructions for using the allocation module to allocate investment activity and direct and indirect revenue and expense allocations.

This complimentary webinar will demonstrate the various types of customized statements that can be created with QuickBooks Statement Writer. Attendees will see a live demonstration of how to customize reports within QuickBooks Premier 2012. There will also be a demonstration of how to use Excel Data Refresh, a timesaving function new in QuickBooks Premier 2012.

This complimentary webinar will focus on recent legislation that may impact your business. This is an up-to-date, late breaking news webinar on the new laws that will impact corporate tax filings and provisions. We will also provide an update on the latest changes for areas including federal, state and local income tax, R&D credits, and other issues especially affecting technology companies.

In this webinar, participants will be able to identify, communicate and plan for a variety of charitable giving vehicles such as charitable giving using life insurance. We will cover what process your organization needs to create to successfully accept these alternative donor vehicles and manage them on an ongoing basis. Participants will then be able to understand the requirements to calculate the fair value of these contributions and the journal entries needed for financial statement reporting.

The IASB and FASB recently published their second draft standard on revenue recognition. This standard is intended to replace all existing authoritative guidance on revenue recognition. In this complimenentary webinar, we will review the exposure draft and how it will likely change revenue reporting. In addition, we will demonstrate the latest technology solutions to manage the reporting requirements.

The world is going mobile and your employees are living on their smartphones and tablets. New technology tools are bringing essential business data to companies anytime and in real time. This complimentary webinar features a case study that will illustrate how Microsoft Dynamics CRM + CWR Mobility help companies to extend CRM to the mobile tool of their choice, increasing customer satisfaction and shortening the sales cycle.

This webinar is designed to help everyone in your organization better understand how to use the tools available to them and achieve their goals in this fast-paced business world.  Learn real world tips on how to better access information, manage your time and quickly become more efficient and effective.

Our annual compensation webinar will focus on changes you need to be aware of in this important area. In addition, our presenters will discuss IRS enforcement efforts and its worker classification settlement program, highlights about the legislative climate and other compensation issues frequently encountered. After attending this webinar, you will want to give your organization a "check-up" to ensure you are in compliance.

Performing the year-end close for your Microsoft Dynamics GP companies can be very easy if you make the proper preparations prior to your fiscal and calendar year close. Closing the year will help general ledger balances roll forward to the next year and capture specific data for the year-end statistics. In this complimentary webinar, we will walk you through the process of closing year-end in Dynamics GP. We'll visit each screen and discuss what needs to be done to prepare you for ordering forms and running required processes.

This webinar will provide expert insights on various fraud related matters including statistics on incidence of fraud. The presenters Scot Glover and Jeff Stegner have over 40 years of combined experience with financial statement audits, fraud investigations and forensic accounting. They will be sharing their knowledge and perspectives, including some practical information on the subject of fraud both from a financial reporting as well as an asset management perspective. The presenters will also discuss the various types of fraud schemes most often observed in corporate and small business entities including steps to prevent fraud in the organization.

Management of companies that issue stock options commonly encounter difficulties understanding the complicated option pricing methods and the Black-Scholes inputs and calculations utilized by their valuation experts. In this complimentary webinar, we will focus on the widely used Option Pricing Method that is used to allocate a company's equity value amongst various classes of stock in a stock valuation. We will also explain how the various assumptions and inputs used in the model impact common stock value.

In this complimentary webinar learn about the most recent accounting and disclosure requirements. These changes will have immeidiate impact on the 2011 financial reporting. Get up-to-date with what to expect for your 2011 year end audits so you are prepared for your auditors and ahead of the game.

Armanino McKenna is offering a complimentary QuickBooks training webinar. The webinar is designed for QuickBooks users to learn functionality, enhancements, year-end close and tips & tricks to getting the most out of QuickBooks. You’ll also learn about new QuickBooks features available in 2012.

Today may be the right time to refinance your current bond obligations. Hear from Jeff Winkel Managing Director and banking expert at First Republic Bank about the traditional and current financing marketplace and how they are helping to shape the market today. He will review why non-traditional lenders have entered the refinancing marketplace and what borrowers should expect from their lender.

This complimentary webinar will provide an overview of a product recall, including financial implications, crisis communications and insurance coverage options. The focus is on best practices for handling both external and internal communications during a product recall.

We’ll also cover how effective insurance coverage can alleviate some if not most of the financial implications your company can experience during and after the recall occurs.

This webinar focused on the hot topics in international tax specifically off-shore structures.  Setting up the right structure, managing global expansion and sorting through the transfer pricing are just a few of the key areas to be discussed. Technology-specific considerations of international expansion will also be examined. Also included is an in-depth look at the risks involved with international structures and the changing political landscape of international tax.

This webinar will inform partcipants the accounting standards and tax exposure surrounding alternative investments and will provide practical insight from professionals who deal with these vehicles every day. This issue touches both the finance and accounting teams of a nonprofit organization. On the audit side we will be discussing accounting and valuation issues, specifically FAS 157 (Fair Value Measurements). On the tax side we will be discussing UBI, foreign reporting and private foundation issues.

This complimentary webinar will illustrate how Armanino Mckenna’s Business Discovery for Microsoft Dynamics AX solutions complement and enhance the power of organizations existing technology investments such as Dynamics AX, and the Microsoft SQL Server BI stack. Armanino Mckenna’s Business Discovery dashboards for finance, sales and operations are proving to be a high value add component and also extremely popular with Microsoft Dynamics AX users. A case study and sample Business Discovery dashboards will be demonstrated.

According to a New York Times report, fraud and embezzlement in the nonprofit sector account for a loss of $40 billion a year, or roughly 13 percent of philanthropic giving. In this webinar, you will learn what steps your organization should be taking to prevent fraud and the various types of fraud schemes most often observed in nonprofit organizations. The webinar will provide insights on various fraud related matters, statistics on incidence of fraud, and practical information from both a financial reporting and asset management perspective. The presenters, Paul O’Grady and Jeff Stegner, have over 40 years experience with financial statement audits, fraud investigations and forensic accounting.

Sales/use taxation of hosted software, Software as a Service (SaaS),  and “The Cloud” is rapidly evolving, reminiscent of the evolution in the taxability of downloaded software during the last decade.

Financial executives should be aware of this changing landscape and evaluate the potential impact on their companies’ tax compliance and financial statement reporting.

If your commercial real estate organization has contemplated use of CRM, Greg Adams of Jones Lang LaSalle offers his perspective.  With responsibility for enterprise applications within his firm, Adams oversaw the successful implementation and adoption of Microsoft Dynamics CRM over the past four years.  He has tremendous insight into the real value proposition of this technology for internal as well as external constituents.  During this interview with Ascendix Technologies' President Wes Snow, Adams will offer an inside look at the lessons Jones Lang LaSalle learned along the road to implementation and best practices for this software solution.

The AICPA recently issued a finalized Practice Aid for the Valuation of Privately Held Company Equity Securities Issued as Compensation, which is an update to the original 2004 Practice Aid. In this complimentary webinar, we will highlight the changes and discuss their implications for technology companies.

This complimentary webinar will reveal the results of the 2011 Bay Area Financial Compensation and Hiring Survey, which offers an inside look at pay scales and compensation trends of Bay Area executives and managers within the CFO organization. CFOs, VPs of Finance and Controllers will learn how their compensation and bonuses stack up against their colleagues from this industry-specific report. The results will also reveal hiring projections for the coming year, as well as the reasons CFOs are seeking to expand their teams. Finally, CFOs and HR executives will learn best practices for a successful hiring process and what companies are doing to attract the best talent in today's market.

It’s no secret the IRS is ramping up the number of audits in an attempt to close the “tax gap.” They are also hiring thousands of new auditors to press hard to find additional monies. In this complimentary webinar, we will discuss how to best prepare for an audit and which top issues are currently being targeted from the IRS. You will gain insight into understanding what our tax professionals typically see as triggers for an auditor and other issues you should be aware of.

QuickBooks is a powerful accounting software solution for today's nonprofit organizations. This complimentary webinar will empower attendees to maximize QuickBooks functionality, resulting in more automation and fewer hours devoted to manually developing reports. Nonprofit finance team members will learn the features in QuickBooks for tracking grants using job costing and budgeting. Our presenters have extensive hands-on experience in creating and using this accounting software to help nonprofits stay ahead of the grant reporting curve and prepare for annual audits.

The FDA Food and Safety Modernization Act was signed into law by President Obama on January 4, 2011. It contains four titles and several sections under each title. Our webinar focuses on only sections which have a major impact on the industry. The key elements include provisions for preventative controls, additional resources to respond to food safety problems, and provisions for imported foods.

Excellence in manufacturing depends on far more than just execution in the plant or on the shop floor. Leading manufacturers realize that there is a great deal of collaboration between multiple parties over the course of the entire lifecycle of a product. From engineering, to sourcing, to build and quality assurance, through quote to order, fulfillment and after sales service, the centrallization and sharing of real-time information is critical to achieving success. Attend this complimentary webinar to learn how Microsoft Dynamics enterprise resource planning (ERP) solutions provide manufacturers with the right tools to increase efficiencies and thrive in a competitive, global environment.

You can't afford to miss Armanino McKenna's Annual Form 990 Update webinar. Our nonprofit tax team will alert you to recent changes to the Form 990 to help you efficiently gather information in the return preparation process. We will review highlights of current developments that could affect your organization and learn to avoid common mistakes. Additionally, you will benefit from our tips about using your Form 990 to put your best foot forward!

This complimentary webinar is a continuation of the Case Law Update Armanino McKenna has been providing in its Lawyers' Login series. Discussed were current cases in the Estate and Gift area, Family Law and other Commercial litigation matters. The presentation included a review of the details of each case and our feedback on the rulings. The presenters both have litigation consulting experience and will share how current case law relates to their experiences in litigation matters.

Armanino McKenna conducted a Nonprofit Benchmark survey for the Finance Organization for Nonprofit Organizations. This complimentary webinar will present the findings of Armanino McKenna's 2011 CFO Evolution Benchmarking Survey. This survey of over 100 Bay Area Nonprofit CFOs and other finance executives was conducted during December 2010. The executives were asked about their roles and responsibilities, the strengths and weaknesses of their finance organizations, and their priorities and initiatives for 2011. We will share key trends and attitudes of Bay Area nonprofit leaders regarding external influences, business priorities and aspirations.

Budgeting and forecasting is critical to the success of today's businesses.  Learn how Adaptive Planning software can streamline your current budget reporting system.

Today, more than ever, company boards, investors and management teams are concerned about assessing and managing key business risks. What is your company doing to get in front of challenges that could prevent you from achieving your key business strategies? During the webinar we will discuss efficient and effective ways to get answers that will bring bottom line value to your organization.

Since the passage of the California Nonprofit Integrity Act, California nonprofits subject to the act have been required to maintain an audit committee. Join us for an overview of the rules governing the formation and activities of nonprofit audit committees including a review of several best practices for audit committees and their members.

This webinar will outline the new accounting and valuation guidance for finance executives, preparers and auditors that is included in the AICPA Practice Aid “Valuation of Privately-Held-Company Equity Securities,” which was just released on March 28, 2011. It will also discuss the difference between fair value for financing reporting purposes and fair market value for tax filing purposes, update on business valuation approaches including stock valuation at time of preferred financing and tips on reliable management forecasts.

Armanino McKenna and TechAmerica invite your entire team for the 2011 State of the Technology Industry interactive presentation. This complimentary webinar will share a legislative update, key trends and events impacting the industry and the latest attitudes, priorities and best practices of technology companies.

Whether you call it cloud computing or software as a service, there is one point on which a growing number of companies agree, cloud financial systems are a disruptive innovation that is rapidly replacing on-premises software applications at thousands of businesses. This webinar teaches how to evaluate cloud computing applications and determine where they fit into your business.

Equity compensation remains an important element in the compensation package provided to employees of technology companies. But, are your practices for granting, tracking, valuing, and reporting adequate in the changing legal, regulatory and financial reporting environments? This webinar will explore the best practices used by companies to ensure they comply with today's and tomorrow's requirements.

Service auditor engagements have grown each year since their introduction in 1992. This is especially true as the Sarbanes-Oxley Act brought additional focus on financial related processes that are outsourced. For the first time in over 15 years, there is a major revision to the SAS70 standard that impacts all reports issued on or after June 15, 2011. This complimentary webinar will provide both details of the new standard and valuable input that will facilitate your company's compliance program.

Hear the results of the 2011 CFO Evolution Benchmark Study conducted with over 300 Bay Area CFOs participating. See data on top priorities, best practices, and key initaitives of CFO Organizations.

Budgeting and forecasting is critical to the success of today's nonprofit. Learn how to make the most of your Blackbaud software and improve your organization's budgeting process.

Budgeting and forecasting is critical to the success of today's nonprofit.  Learn how Adaptive Planning software can improve your organization's budgeting process.

This complimentary webinar focused on recent California legislation impacting your business. This is an up-to-date, late breaking news webinar on the new laws that will impact California corporate tax filings and provisions.

This complimentary webinar will focus on the basics of using ERP systems for budgeting and cover the advantages and disadvantages of the systems. Derek Nelson, Director of Presales from ERP software company Adaptive Planning, will be presenting their ERP solution as the tool recommended for customers who have deeper requirements for budgeting, planning and forecasting.

This complimentary webinar will focus on processing credit cards in QuickBooks. We will describe and demonstrate various types of credit card transactions including invoice processing, face-to-face transactions, phone transactions, virtual terminal usage and others. We will also cover ways to ensure the security of your customers' personal financial data.

Join Armanino McKenna for a complimentary webinar designed to demonstrate new functionalities and features of Microsoft Dynamics GP 2010. This will be an in-depth look at the new features through a demo-intensive presentation.