MANAGING UNPRECEDENTED CHALLENGES - AGILE FRAMEWORK & ACTIONABLE PLANNING (COVID-19)

Course Details

Choose Your Time Zone:

Course Description

In light of COVID-19 developments, Silicon Valley Accountants (SVA) is excited to offer a webinar discussion regarding our Crisis Agility Framework. Since COVID-19 impact has not come to full fruition there is still plenty of time for our teams to prepare. The preparedness topics we will discuss were cultivated with Accounting and Finance professionals proactively considering upcoming impacts. Our goal is to help those who join not only address and prepare for upcoming challenges but also emerge from this event with sustainable benefits. This we will cover how to assess the scope of Impact  and also showcase  how to devise an Initial response plan and scope of the response by asking questions like

  • How big is this crisis going to be?
  • How long in “crisis mode” going to last?
  • How expensive, deplete resources?
  • Is it still evolving?
  • Is this a one-time event or a transformational crisis?
  • Will there be a general economic impact?

Webinar will also help you in giving you tools to build Preparedness with Actionable Items On the basis of this Impact assessment, which will cover following

Initial Foundation

1. Acknowledgment & Alignment

2. Communication

3. Documentation of Activities & Analysis

4. Cross Training Plan

Foundational Extension

5. Prioritization of Projects

6. Proactively Reach Out Plan

7. Workload Balancing and Schedule Stressing

8. Human Dimension

Impact [Preview Q2 reporting]

9. Accounting Technical Topics

10. Controls

And lastly path towards Recovery & New Normal

Webinar Qualifies for

  • 2 CPE credit of Business Management & Organization for all CPAs
  • 2 CE credit of General Financial Planning Principles for all CFPs (CFP Board Approved : 8061)

Learning objectives

  • Identify best practice thoughts to address change challenges
  • To devise short-term actions to challenges with longer-term benefits
  • To identify, List & minimize negative impacts & maximize positive effects
  • To recognize how to break down complex challenges into individual preparedness areas

About Presenter

Gabe Zubizarreta

Chief Executive Officer (CEO), Silicon Valley Accountants

gabez@svacpa.com

Gabe Zubizarreta is a CPA with over 20 years of experience ranging from Senior Audit Manager at PriceWaterhouseCoopers and Assistant Controller at a public company to Director of Finance at Buckaroo, Inc., a Silicon Valley start-up and founder of his own CPA firm where the services are always guaranteed.  He spent over 8 years in PWC’s Audit and Advisory services managing SEC registrant audits, advising on M&A transactions and helping clients achieve Sarbanes-Oxley compliance.  Since founding Silicon Valley Accountants in 2008, Gabe primarily focuses on financial effectiveness; however, also advises clients on financial reporting matters, assisting with mergers and integrations, as well as Sarbanes-Oxley compliance processes.

Gabe is a recognized expert in financial effectiveness and financial close optimization and has spoken at Financial Executives International (FEI), Institute of Management Accountants (IMA), Ohio State Society of CPA’s (OSCPA) and many other organizations. Gabe also teaches professional education courses on topics including; Mastering Audit Management, FASB updates, Revenue Recognition, Business Combinations, Software Revenue Recognition, Credit Crisis and Optimizing the Accounting Close and Financial Reporting.

Optimizing the Financial Close. Financial Effectiveness Framework. Silicon Valley Accountants helps companies to find innovative solutions to financial challenges. With years of experience resolving complex problems and managing major projects successfully, we have also helped our clients perform due diligence, integration, restructuring, manage their external audit process, and achieve SOX compliance.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during/after the webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.4
(249)
51%
38%
9%
1%
1%
  • MS
    MANUEL SANCHEZ , CPA
    Jun 10th 2020
    Gabe shared interesting tools and ideas to manage crises and to be agile in which I plan to use to prepare us for change and innovation as we move forward with COVID-19.
JS
Jessica Strassman , CPA
Really appreciate the tips on how to put together "recipes" for cross-training, and the Reviewer Procedures. Very helpful. Thanks again, Gabe and Felicity!
MS
Matthew Stenger , CPA
Reminded me of the importance of planning even in chaotic times/ reinforced the need to communicate effectively with my clients
VT
VAN TRAN
Great session by Gabe on Managing Transformational Challenges was exceptional. I would recommend it to any business owner.
KW
Kacy Williams
I liked the part about choosing your mindset and coaching others to move to acceptance/commitment instead of depression/disengagement.
SC
Sophia Chan
Learned useful tips to apply at work.

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

IRS Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary

upcoming Live CPE Webinars

Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
QuickBooks: Year-end Procedures
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Measuring and Managing Customer Profitability
Monday, July 06, 2020 | 11:30 AM EDT View Details/Register
REMOTE WORKING IS WAY FORWARD TO GROW: FOR CPA FIRMS, TAX & ACCOUNTING FIRMS
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
Ethics for Arizona CPAs : Part 2 (Board of Accountancy)
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
TAX PRACTICE STANDARDS (ETHICS)
Monday, July 06, 2020 | 12:30 PM EDT View Details/Register
FRAUD ESSENTIALS: WHO? How? why? what?
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
LATEST UPDATES ON FBAR AND FATCA OBLIGATIONS FOR INDIVIDUALS AND ENTITIES (COVID-19)
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
Budgeting using Excel
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
Form 1040 Schedule C ( Updated 2020 )
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Monday, July 06, 2020 | 03:30 PM EDT View Details/Register
QuickBooks: Progress Invoicing and Job Costing
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Cares Act Comprehensive Update (COVID-19)
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Accountant prepared a return and it is under Criminal Investigation by the IRS, Now What?
Tuesday, July 07, 2020 | 10:00 AM EDT View Details/Register
  • Cost FREE
  • CPE Credits 2
  • CFP Credits 2
  • CFP Course ID 273042
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Accountant Business Owner CPA - Small Firm CPA - Mid Size Firm Accounting Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA Accounting Practice Owners CEO Accounting Managers
  • Handout Material Download

upcoming Live CPE Webinars

Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
QuickBooks: Year-end Procedures
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Measuring and Managing Customer Profitability
Monday, July 06, 2020 | 11:30 AM EDT View Details/Register
REMOTE WORKING IS WAY FORWARD TO GROW: FOR CPA FIRMS, TAX & ACCOUNTING FIRMS
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
Ethics for Arizona CPAs : Part 2 (Board of Accountancy)
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
TAX PRACTICE STANDARDS (ETHICS)
Monday, July 06, 2020 | 12:30 PM EDT View Details/Register
FRAUD ESSENTIALS: WHO? How? why? what?
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
LATEST UPDATES ON FBAR AND FATCA OBLIGATIONS FOR INDIVIDUALS AND ENTITIES (COVID-19)
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
Budgeting using Excel
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
Form 1040 Schedule C ( Updated 2020 )
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Monday, July 06, 2020 | 03:30 PM EDT View Details/Register
QuickBooks: Progress Invoicing and Job Costing
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Cares Act Comprehensive Update (COVID-19)
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Accountant prepared a return and it is under Criminal Investigation by the IRS, Now What?
Tuesday, July 07, 2020 | 10:00 AM EDT View Details/Register