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Access all of Armanino past webinars below. Click on the title of the webinar to access webinar details including full details of the webinar, presenter(s), video of the webinar and the presentation slides.
June 19, 2013

Intacct Quarterly Update - Tips and Tricks to Improve Your System


Intacct power users and administrators are invited to attend this webinar devoted to their professional development. Armanino has created this quarterly update webinar just for you, to enrich your Intacct knowledge and skill set. Invite your entire team of Intacct users to learn how to optimize your financials and save time.


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June 18, 2013

Dynamics GP 2013: See What's New


See the new features of Dynamics GP 2013 in action and learn about the upgrade process.

During this webinar we will be demonstrating some of the great new features that Microsoft Dynamics GP 2013 has to offer, plus we will cover important expiration dates to keep in mind for Microsoft support plans, in regards to older versions of GP. Attendees of this webinar will receive a special upgrade offer from Armanino.


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June 13, 2013

International Tax: Trends, Risks and Opportunities


With 53% of tech companies ranking international expansion as a top investment priority, senior finance executives must have a strategic tax plan designed to minimize international tax liabilities.
 
In this webinar, we will discuss why off-shore structuring is vital, why intellectual property (IP) is a number-one issue, and what to know when expanding overseas and managing a mobile workforce. Also included are planning opportunities for reducing effective tax rates, IP structuring, and transfer pricing.


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June 12, 2013

Dashboards for Private Schools: Right Data, Right Time


How can you reduce your monthly financial close and deliver the most effective financial and operational data? What's the best way to use benchmarking and industry KPIs to evaluate the performance of your school?
 
In this webinar, we will discuss the benefits of using a dashboard to streamline your financial and board reporting processes. We will also explore how a dashboard can deliver the key metrics that provide insight for your trustees and committee members in making critical decisions. Participants will be better prepared to assist their board and committee members in improving their school's operations, financial growth and long-term sustainability.


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June 06, 2013

2013 Tax Update: Tax-Exempt Organizations


Don't miss our annual exempt-organization tax update addressing new trends, current legislative developments and recent changes to the Form 990 (a document visible to the general public).

In this webinar, you will gain an enhanced understanding of Form 990 requirements, the latest legislative and administrative rulings and trends in functional expense analysis. We will also cover highlights of the Affordable Care Act and the effect on small and large tax-exempt organizations. You can't afford to miss this popular and timely annual presentation!


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May 30, 2013

Is Your Stock Plan Audit- and IPO-Ready?


Nothing is worse than having to respond to significant audit questions around stock option accounting right in the middle of an audit or an S-1 filing. 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, added stress during filings, and material weaknesses. In this complimentary webinar, we will cover how to prepare your stock plan to be audit-ready all year long and IPO ready well before the IPO.


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May 22, 2013

How to Use Standard Costing to Increase Profitability


Standard Costing is a valuable management tool that signals to management when corrective action is required to stay on target.
 
In this complimentary webinar, we will explain the benefits of effectively executing standard costing and the issues that may arise when it is not executed properly. The presentation will include one or more case studies that highlight how standard costing can be used for improved strategic decision making to increase profitability.


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May 02, 2013

Compare Cloud vs. On-Premise ERP Systems


The debate goes on - cloud vs. on-premise vs. hosted solutions - which is best for ERP systems? Armanino will provide you with the tools and right questions to ask to determine which solution is the best fit for your organization.


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April 30, 2013

Best Practices for Budgeting & Forecasting


Are you looking to reduce the frustration and pain that comes with the annual budgeting process?
 
How accurate are your periodic forecasts? Former CFOs with hands-on experience will provide process improvement and technology tools to streamline budgeting and forecasting, turning a low-value process into a competitive advantage.


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April 25, 2013

Understanding OMB Reform for Grant Administration & Single Audits


On February 1, 2013, OMB published its long-awaited reform act, which will significantly impact grants management and those who work in the field.
 
All organizations that receive federal funding should be aware of the changes OMB is proposing to the grant administration process and single audit requirements. In this webinar, we will provide a summary and review the objectives and background of the OMB's proposed changes. We will also discuss how the changes impact organizations that receive federal funding.


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April 18, 2013

Batting for Average: Predictably Drive Value in Your Portfolio


Middle-market private equity firms are leveraging Business Intelligence and Planning/Budgeting tools to improve portfolio company operations and help drive 2x - 3x base returns. Shouldn't you consider the same?
 
In this webinar, we will utilize actual case studies and demos to illustrate concepts presented in our recent white paper, "Batting for Average." Participants will leave this webinar with an understanding of how they can employ BI and Planning/Budgeting tools as part of their portfolio value improvement effort.


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April 02, 2013

409A Valuations - Hot Button Issues with Auditors


Financial auditors are imposing more scrutiny in their review of 409A valuations. In this webinar, we will explain the common pitfalls recognized in 409A valuations that are subject to auditors' scrutiny, such as the more complicated valuations of risky and less-established high tech startup companies. Technology and startup companies planning to have their 409A performed and/or finance professionals who are involved with their company's equity compensation programs should attend this complimentary webinar to understand the issues associated with improperly prepared common stock valuations.


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March 28, 2013

Top 5 Ways Accounting Department Fail Their CEOs


Accounting operations in small and medium sized business' routinely fail executive management and corporate stakeholders, costing millions of dollars in preventable losses every year.

These failures range from inefficient processes and outdated information to excessive cost, misinformation and outright fraud and theft. In this webinar, we will explore the causes of these failures and practices companies can implement to prevent future accounting failure and losses.


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March 20, 2013

JIRA Support Training


Please join us as we review our new version of JIRA; we will cover all the new functionality and changes to ensure you have a smooth transition during the upgrade.


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March 14, 2013

Equity Administration Software Selection Tips


Equity administration software saves time, improves accuracy and meets regulatory requirements - all at the same time. Determine the appropriate time to move to an equity software solution and the key stakeholders and criteria to consider before purchase.


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March 13, 2013

Domestic Tax Update


The impact of the "American Taxpayer Relief Act" and recent changes to state apportionment are having an affect on businesses today. In this webinar, we will focus on the latest federal and state income tax developments and how best to address those. We will provide a practical update on the current issues impacting technology companies' federal and state corporate income tax returns and provisions.


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March 01, 2013

Leveraging The Benefits of Using Charitable Remainder and Lead Trusts


Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLATs) can be effective vehicles in a nonprofit's planned giving program. In this webinar, we will explore the mechanics of these vehicles to enable you to discuss them with potential donors and we will provide guidance with regard to accounting for them in your financial statements.


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February 21, 2013

Streamlining SOX with Cloud Accounting Software


Are you taking advantage of your ERP system to meet SOX reporting requirements? Learn how to streamline your business processes and the reporting of related audit evidence during this webinar.


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February 07, 2013

Preparing for a New Revenue Recognition Standard


The new Exposure Draft is based on the five-step model, and the final standard is planned for the first half of 2013. In our webinar, we will focus on the following areas that we expect to be of interest to retail and consumer products entities as they consider the potential effects of the proposal: normal product sales, rights of return, product warranties, sales incentives and vendor allowances, licenses and rights of use and gift cards.


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January 24, 2013

Budgeting & Forecasting Best Practices


Are you looking to reduce the frustration and pain that comes with the annual budgeting process? How accurate are your periodic forecasts? This complimentary webinar, offered by former CFOs with hands-on experience, will provide attendees with process improvement and technology tools to streamline budgeting and forecasting, turning a low-value process into a competitive advantage.


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December 06, 2012

The Basics of Equity Compensation Modifications


In this complimentary webinar, attendees will learn about the ramifications of changing the original terms of stock option grants for employees. You will learn about the documentation and processes required for your company's financials to be accurate and ready for audit.


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November 29, 2012

Year-End Closing for Microsoft Dynamics GP


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.


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November 15, 2012

FDA GMP Software Validation for Life Sciences ERP Implementations


In this complimentary webinar, we will provide life science companies, ERP project sponsor and project leaders with key information on FDA GMP Software Validation compliance. Attendees of this webinar will walk away with a better understanding of implementation considerations, best practices around these specific areas and a free hour of new ERP planning consultation.


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November 01, 2012

Year-End Accounting & Disclosure Update for Technology Companies


Prepare for the year-end close by learning the latest updates on accounting and disclosure requirements from two leaders in our audit practice. In this complimentary webinar, we will provide an update on lease and revenue projects, review new rules and discuss goodwill impairment, comprehensive income, private company GAAP and SEC reporting standards.


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October 25, 2012

Healthcare - Audit Committee Best Practices & Corporate Governance


In this complimentary webinar, the presenters will review key issues in corporate governance for healthcare organizations and specifically the role of the audit committee in exercising its oversight responsibilities. Our goal is to provide information that will facilitate your quest for excellence by sharing stories of how it's done well and the common missteps to avoid.


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October 18, 2012

IPO Readiness - Change is Coming


While the road to IPO is often wild and unpredictable, there are some steps you can take to prepare for it. In this complimentary webinar, we will begin by discussing the process and timeline for taking a company public. We will then spend the majority of the session discussing the major pitfalls or roadblocks that can impact your IPO. We'll also review the biggest issues that could derail your IPO process as well as the impact of recently passed legislation (i.e. JOBS Act). If you are preparing your company to go public you'll want to tune in to this webinar and hear from our experts and their collective experience helping dozens of companies achieve their goal of being publicly traded.


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October 11, 2012

Effective Decision Support to Enable Strategic Leadership


Results from Armanino's 2012 CFO Evolution Benchmark Survey revealed that CFOs' ability to provide effective decision support to their organization to be one of their top challenges and one of their most desired technology solutions. QlikView's Business Discovery platform provides the on-demand, self-service decision support capabilities that they are looking for to enable the sharing of their most critical business data to any desktop or mobile device throughout their organization. In this complimentary webinar, we will review the current challenges CFOs face in supplying decision support and impactful reporting to their organizations.


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October 09, 2012

High Tech Customer Case Study: Design-Win Connects to Sales Forecast


In this complimentary webinar, will illustrate how streamlining the Design-Win process for high tech companies improves sales and production forecasts. Our customer case study features Ed Abate, Sales Operations Senior Director of iKanos Communication, who will offer his expertise on a critical component of sales success for high tech firms.


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September 27, 2012

Fraud - What Every Company Needs to Guard Against


In this complimentary webinar, we will cover the latest Report to Nations published by ACFE in June 2012. In this presentation we will highlight the significant findings as they relate to public and privately-held businesses and make recommendations as to how to improve controls. Additionally we will cover actual client case studies that we have worked on in the past year.


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September 20, 2012

Nonprofit Gaming Activity - When & How to Report Gaming Winnings


In this complimentary webinar, our presenters will discuss the tax regulations that your nonprofit organization must follow when sponsoring gaming activities. You will learn the deadlines and procedures for reporting gaming winnings to the government.


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September 18, 2012

Valuing Equity Compensation - A Monte Carlo Approach


Technology companies are issuing more complex equity compensation awards, such as performance-based stock option grants. With the implementation of the ASC 718 (formerly SFAS 123R); auditors are increasingly rejecting the more traditional methods for calculating equity compensation as in the Black-Scholes method. This webinar will explain when performance-based stock option grants require a more sophisticated valuation method such as the Lattice model or Monte Carlo method. Accounting and finance professionals who are performing their company's equity compensation calculations should attend this complimentary webinar to understand the benefits of a more robust calculation method, when to consider such methods, and why.


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September 06, 2012

Sales/Use Tax Update for Cloud/SaaS Finance Executives


Sales/use taxation of hosted software and other Cloud Service Providers (CSPs) is rapidly evolving, reminiscent of the evolution in the taxability of downloaded software during the last decade.

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


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August 23, 2012

Fraud - What Every Nonprofit Needs to Guard Against


In this complimentary webinar, we will cover the latest Report to Nations published by ACFE in June 2012. We will also highlight the significant findings as they relate to nonprofit organizations and make recommendations as to how to improve controls. Additionally, we will cover actual client case studies that we have experienced in the past year.


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August 14, 2012

Stock Option Plans and Taxes for Individuals & Corporations


In this complimentary webinar, privately-held companies will learn the key tax considerations for issuing stock compensation. Guidance will be provided by Armanino's experienced stock accounting and tax professionals, including tips for complying with regulations and providing the IRS and employees with accurate information.


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August 02, 2012

SEC - A Look at Trends in Comment Letters


In this complimentary webinar, we will examine and discuss recent comments issued by the SEC. We will focus on the financial portion of the 10-K & 10-Q filings and identify new coverage of comment trends related to initial public offerings. We will also share best practices for managing and resolving SEC comment letters and helpful tips on searching the SEC's comment letter database. By understanding trends in comment letters, attendees can identify and address potential gaps in their financials.


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July 26, 2012

Tax Considerations Related to Basic Charitable Giving


Excited and knowledgeable board members and employees are critical to the success of any development effort. Join us for this complementary webinar to learn to "talk the talk" of charitable giving. We will explore basic charitable giving techniques that may be explained quickly and understood easily by potential donors. This is part one of a two-part webinar on charitable giving; part two will explore some of the more complex techniques used by charitable organizations to support their programs.


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July 17, 2012

The ABCs of BCP: Business Continuity Planning


In this complimentary webinar, we will provide an overview of how businesses can best prepare to recover from disasters. Topics to be covered include Business Impact Analysis, Disaster Recovery Planning, Business Continuity Planning and testing and evaluating these plans. Our presenter will also address how the popularity of cloud computing solutions for business has impacted recovery strategies today. Participants will receive a free hour of consulting to review current disaster recovery processes and provide input on where they can be improved.


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July 11, 2012

2013 Tax Law Changes


In this complimentary webinar, we will discuss how business owners and high-net individuals can optimally plan around the tax law changes for 2013. We will provide insight on what to expect in the upcoming year and how to strategize around the changing political climate.


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July 03, 2012

Business Intelligence


Business Intelligence (BI) provides executive level dashboards showing in real time how a company is performing against its key metrics. More than 60% of CFOs that Armanino surveyed this year seek to deploy BI and in this webinar, we will provide an excellent overview of the common BI capabilities that exist in ERP systems, as well as the best of breed tools like QlikView. BI provides effective decision support and when shared throughout an organization, offers the ability to identify the strongest market opportunities and most-effective cost-cutting initiatives.


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June 28, 2012

Annual Nonprofit Tax Update


You can't afford to miss Armanino's popular Annual Nonprofit Tax Update webinar. In this complimentary webinar, our nonprofit tax team will provide an inside look at what the EO division of the IRS is currently focusing on and provide tips to help you avoid common mistakes.


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June 14, 2012

International Tax Review - Latest Trends and Developments


In this complimentary webinar, we will provide an overview of the latest developments and planning ideas in international tax and transfer pricing. We’ll review both U.S. and foreign legislative discussions involving international tax reform, including the Camp Proposal, the Enzi Bill and President Obama’s recent proposals. We’ll also discuss the most recent news on India’s Vodafone case. The benefits and risks associated with international structures and the changing political landscape of international tax will also be addressed.


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June 07, 2012

Unclaimed Income & Property: Learn How to Avoid Costly Penalties


Rising 20 percent annually, escheatment audits are the fastest-growing source of revenue for budget-strapped states. In this complimentary webinar, we will examine the State of California rules and regulations regarding unclaimed income and property. All entities, nonprofit and corporate, are required to remit unclaimed payroll, pension and vendor checks to the State Controller.


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May 31, 2012

How to Use Standard Costing to Improve Profitability


Standard costing is a valuable management tool that signals to management when corrective action is required to stay on target. This complimentary webinar will explain why it is beneficial to do standard costing right the first time, and what can happen when you do it wrong. The presentation will include one or more case studies that highlight how standard costing can be used for improved strategic decision making that increases profitability.


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May 30, 2012

Executive Compensation Strategies for Nonprofits


Attracting, engaging and retaining the best talent for your organization while navigating the IRS rules and economic conditions can be challenging. To position your organization for success, we will present prior year trends with regards to executive compensation, discuss the existence and use of current and deferred compensation, familiarize you with IRS regulations, and describe the process and value of an independent compensation study.


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May 08, 2012

Make Your Stock Plan Audit-Ready


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.


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May 03, 2012

CFO Benchmark Results - Key Directives for Better Business Leadership


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.

 


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April 26, 2012

Business Valuations - Hot Button Issues and Impending Deadlines


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


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April 19, 2012

Audit Committee Best Practices & Corporate Governance


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.


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April 17, 2012

Unify Your Sales & Finance Teams to Increase Productivity and Customer Satisfaction


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.


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April 12, 2012

Security, Availability & Confidentiality in the Cloud - Establishing Trust with a SOC2


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.

 


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April 05, 2012

ERP Software Selection Best Practices - The 3 Things You Need to Know


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.


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March 27, 2012

Streamlining Allocations for Investments & Expense using Blackbaud


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.


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March 08, 2012

QuickBooks 2012 - Save Time Using Excel with QuickBooks Refresh and Intuit Financial Report Writer


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.


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March 07, 2012

Domestic Tax Update - Proactive Ways to Maximize Tax Law Changes


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.


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March 01, 2012

Fundraising for Nonprofits - Communicating Options to Donors and Results on the Financial Statements


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.

 


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February 16, 2012

Revenue Recognition Review of the Proposed IASB/FASB Revenue Standard


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.


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February 07, 2012

Improve Sales Team Effectiveness with CRM Mobility


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.


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January 19, 2012

How CRM Improves Productivity for Finance, IT, and Operations


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.


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December 08, 2011

Year-end Compensation Reporting Considerations for Nonprofits


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.


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December 08, 2011

Year-End Close for Microsoft Dynamics GP


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.


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November 16, 2011

Fraud – What Every Company Should Be Thinking About


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.


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November 08, 2011

The Key Management Assumptions That Impact Common Stock Value


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.


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November 03, 2011

Updates on Latest Accounting Pronouncements - Trends and Impacts


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.


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October 25, 2011

QuickBooks Year-End Close and New Enhancements


Armanino 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.


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October 20, 2011

Considerations for Bond Refinancing


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.


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October 19, 2011

Product Recall-What Every Manufacturer Should Know


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.


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October 13, 2011

International Tax Update


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.


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October 06, 2011

Alternative Investments for Nonprofit


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.


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August 16, 2011

Business Discovery for Microsoft Dynamics AX


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’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.


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August 11, 2011

Fraud - What Every Nonprofit Should be Thinking About


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.

 


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August 09, 2011

Sales Tax Issues for Software/SaaS Finance Executives


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.


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August 03, 2011

CRM in Commercial Real Estate


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.


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July 21, 2011

New AICPA Guidance on Stock Valuation


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.


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July 14, 2011

2011 Bay Area Financial Compensation and Hiring Survey Results


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.


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July 08, 2011

Tactics & Strategies to Prepare for an IRS Audit


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.

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June 30, 2011

Nonprofit Grant Accounting and Year-End Planning


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.


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June 27, 2011

FDA Food Safety Modernization Act - What You Need to Know


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.


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June 16, 2011

Manufacturing Excellence with Microsoft Dynamics


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.


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June 15, 2011

Annual Form 990 Update


You can't afford to miss Armanino'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!


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June 09, 2011

Family, Estate & Civil Case Law Update


This complimentary webinar is a continuation of the Case Law Update Armanino 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.

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May 24, 2011

2011 Nonprofit Benchmark Survey Results for the Finance Organization


Armanino conducted a Nonprofit Benchmark survey for the Finance Organization for Nonprofit Organizations. This complimentary webinar will present the findings of Armanino'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.


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May 12, 2011

Budgeting & Forecasting Best Practices with Adaptive Planning


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


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May 05, 2011

The CFO Evolution - Optimizing the Protector Function


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.


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April 21, 2011

Audit Committee Best Practices


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.


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April 12, 2011

Current Issues in Financial Reporting


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.


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April 07, 2011

Technology State of the Industry


Armanino 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.


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April 05, 2011

Cloud Computing Lessons for Finance Leaders


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.


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March 24, 2011

Equity Compensation Best Practices for Private Technology Companies


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.


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March 10, 2011

Regulatory Changes to SAS70 Landscape


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.


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March 03, 2011

2011 CFO Benchmark Survey Results: Data, Statistics and Opinions from Bay Area CFOs


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.


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February 03, 2011

Budgeting Best Practices with Financial Edge


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.


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January 20, 2011

Budgeting Best Practices with Adaptive Planning


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


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January 07, 2011

California Tax Update


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.


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July 13, 2010

Budgeting Best Practices & Software Tools


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.


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June 15, 2010

QuickBooks Credit Card Services


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.


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May 25, 2010

Microsoft Dynamics GP 2010 Launch


Join Armanino 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.


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For RECORDED WEBINARS:
I understand that this recorded webinar is not designed for CPE. Furthermore, all materials on this site are copyrighted and provided for reference only. Armanino LLP does not assume responsibility for the accuracy of its content or the contents of the links provided. This site is solely for reference and the content may not always be accurate due to the ever-changing nature of state and federal guidelines. Any quotes or company information must not be assumed to be correct until verified.

For OTHER MATERIALS:
All materials on this site are copyrighted and provided for reference only. Armanino LLP does not assume responsibility for the accuracy of its content or the contents of the links provided. This site is solely for reference and the content may not always be accurate due to the ever-changing nature of state and federal guidelines. Any quotes or company information must not be assumed to be correct until verified.
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