We want to hear from you! Comment on your QuickRead experience. Contact us at (800) 677-2009 or QuickRead@theCTI.com.

ABOM Embezzlement

Fraudulent Billing/Cash Disbursement Schemes (Part II of III) This article represents the second of a three-part series discussing the potential for embezzlement within a firm or organization by its Accountant Bookkeeper Office Manager (ABOM). Part one discussed how the ABOM could mishandle incoming cash receipts to commit fraud. This article will be discussing how an ABOM can mishandle outgoing cash disbur ...

Read more

Patent and Trademark Infringement Damages Calculations, Appraisal Actions and Denial of Suit Seeking a Purchase Price Adjustment

Case Law Four cases are presented in this article that provide valuation, litigation support professionals, and M&A advisors insight regarding how courts are addressing damages claims, challenges to experts, appraisal action challenges, and claims of fraud and breach of contract in connection with M&A transactions. Although the cases are from Delaware and California, they provide insight for readers ...

Read more

Social Capital’s Backdoor Unicorn IPO

We have recently discussed the changing dynamics of the IPO market and startups’ shifting perspectives in regards to going public.  Public offerings have not all gone wrong this year, but latest rounds of unicorn IPO flops appear to have dampened some investors’ outlook on the traditional IPO route.  Nevertheless, unicorn investors still need liquidity and are turning to creative ways to get the IPO pipelin ...

Read more

Five Reasons You Should Join a Professional Association

Personal commitment and synchronized teamwork is what it takes to be an active member of professional associations.  The work may not be physically challenging, but when you partner together and work towards a similar goal, you can achieve great things. To read the full article in CPA Practice Advisor, click: Five Reasons You Should Join a Professional Association. ...

Read more

Two Types of Diversity Training that Really Work

Effective Exercises for Diversity Training Evidence suggests diversity training that asks employees to see the world from others' perspectives or to form specific goals is especially effective.  The personalities of employees might affect which techniques provide the best results for them. To read the full article in Harvard Business Review, click: Two Types of Diversity Training that Really Work. ...

Read more

ABOM Embezzlement

Cash Receipts (Part I of III) This article represents the first of a three-part series discussing the potential for embezzlement within an organization by its accountant/bookkeeper/office manager (ABOM). ABOM is considered one of the most trusted employees within an organization, making them prime candidates to commit internal fraud. On a daily basis, an ABOM may be dealing with incoming cash receipts, cash ...

Read more

Treasury Ends myRA Retirement Savings Program

Due to “extremely low” demand and high costs, the Treasury Department announced that it is ending the myRA retirement savings program.  Treasury says it is notifying participants about the ending of the program and giving them information on how to move their myRA savings into Roth IRAs. To read the full article in The Tax Adviser, click: Treasury Ends myRA Retirement Savings Program. ...

Read more

The Unintended Effects of Rules Aimed at Stopping Financial Crimes

Legitimate customers and transactions are being hit hard by a system designed to stem the flow of dirty money.  Many international banks have pulled in their horns since the global financial crisis, lending less and shedding customers. To read the full article in The Economist, click: The Unintended Effects of Rules Aimed at Stopping Financial Crimes. ...

Read more

How to Steer Clear of Office Drama

Beware of conflicts and gossip, which can damage your career.  Office gossip and drama can lead to professional discord, reduced productivity, lower morale, and a breakdown of teamwork, collaboration, and good customer service.  Cheryl Meyer explains the pitfalls of this potentially disastrous practice. To read the full article in AICPA, click: How to Steer Clear of Office Drama. ...

Read more

©2017 NACVA and the Consultants' Training Institute • (800) 677-2009 • 5217 South State Street, Suite 400 Salt Lake City, UT USA 84107

event themes - theme rewards

UA-49898941-1
lw