Kimberley A. Train will be virtually speaking at MCLE New England’s Accounting & Finance Core Fluency on Thursday, May 15th from 9:00 a.m. – 12:00 p.m. Unlock the essentials of accounting and finance with insights from the panelists on financial statements, key terms and common misconceptions. Understanding these concepts is crucial for grasping your client’s goals, no matter your area of expertise.
Agenda:
- The Basics: Cash basis vs accrual basis and other important accounting concepts; Audits, reviews and compilations.
- Unlocking the Mysteries of Accounting: Public accountants, certified public accountants and enrolled agents—how to use these experts effectively.
- Bank Financing: What banks want to see when lending money; Covenants, ratios, warranties and representations.
- Taxation: Understanding common entity structures; High-level analysis of recent legislation and how that affects small business—which tax credits or deductions might a small business qualify for?
- Business Valuation: Overview of valuation concepts and approaches.
- “Ask the Experts” Q&A Session and Key Takeaways
See brochure here for more information.