Walter Haig's Business Financial Health Checkup

Instructor

Walter
Haig

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...
Week 1
Recognize the value that an effective Internal Audit function can deliver and make the business case for Internal Audit to management.
Week 2
Comprehend insurance law and issues regarding the selection of insurance policies. Deploy proven tactics to effectively manage the insurance function. Appreciate insurance exceptions and exclusions
Week 3
Comprehend the various external and internal risks present today and expected tomorrow, and methods to mitigate risk.
Week 4
Accept that AI and ML are important new technologies that will impact almost every organization. Identify the risks, advantages, and the issues of deploying AI and ML.

Major Topics

The major topics that will be covered in this class include:

Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.
Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.
Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.
Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.

CPE Credits Available

8 CPE

8: Accounting

Things to Know About This Course

Course Level

Intermediate

Professional Area of Focus

Accounting

Advanced Preparation

None

Intended Audience

This course is designed for practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies.

January 29, 2026