FMN Session

FMN Session

Sat., Nov. 12th, 2022 from 9:00 AM to 1:00 PM

One of the most valuable products offered by the IMA is a video-training program introducing and explaining up-to-the-minute accounting and finance issues. Viewing and participating in the group discussion following provide 4 hours of NASBA-approved CPE credit. This workshop provides genuinely interesting training and discussion on a variety of emerging Accounting / Finance topics, all in a single morning. Please come again. If you haven't experienced it before, try it now!
FMN (Financial Management Network) is a joint project of IMA and Financial Executives International (FEI).  It is a video-training program introducing and explaining up-to-the-minute accounting and finance issues. Viewing and participating in the group discussion, with an opportunity to brainstorm and network with your peers, provides 4 hours of NASBA-approved CPE credit. This workshop provides genuinely interesting training and discussion on a variety of emerging Accounting / Finance topics, all in a single morning.  Best value for your money and time. 4 hours of NASBA-approved CPE for $35 (chapter members) and $50 (non-members).

TIME

Regular Registration and Sessions: 9:00 AM to 1:00 PM

LOCATION:

Delta Hotel By Marriott
2151 Laurelwood Road 
Santa Clara, CA 95054
(408) 988-8411 for directions


TIME

Regular Registration and Sessions: 9:00 AM to 1:00 PM

Location:

Delta Hotel By Marriott

2151 Laurelwood Road 
Santa Clara, CA 95054
(408) 988-8411 for directions



 
 

CONTINUING EDUCATION

4 NASBA-approved CPE hours

COST & REGISTRATION

For questions on FMN sessions, send an email to: nlsheets@sbcglobal.net

Registration—Member: $35
 


Cancellations will not be refunded/deferred or exchanged

Attendee registration for the upcoming FMN Sessions.

Register now

Note: Students must bring their student ID's for verification.

Current FATCA & CRS Updates
Field of Study: Taxes
Third-party information reporting has been shown to increase voluntary tax compliance, improve
collections and assessments within the IRS, and thereby reduce the tax gap. Kelli Wooten, tax
director at KPMG LLP, joins us this month and discusses the general reporting requirements
under IRC section 6050W and Form 1099-K reporting, and Form 1042, Annual Withholding Tax
Return for U.S. Source Income of Foreign Persons.

Retirement Planning – What You Need to Know About Qualified Retirement Plans
Field of Study: Accounting
There are certainly several types of qualified retirement plans available and it is often confusing
for employers of different sizes to decide what would work best for their employees and their
beneficiaries. A qualified plan is any plan that is described under Internal Revenue Code
(“Code”) Section 401(a) and must satisfy the Code in both form and operation. David Peters, a
tax practitioner and financial advisor for Peters Professional Education, discusses various
qualified retirement plans – their benefits as well as their limitations.

Accounting for Share-Based Payments Part 1 – Overview
Field of Study: Accounting
Companies frequently use share-based payments to compensate both employees and
nonemployees. They can often be used to incentivize performance. However, the accounting
for these types of transactions can be quite challenging. Bruce Pounder, Executive Director of
GAAP Lab, provides an overview of share-based payments and explains how they are
accounted for.

Accounting for Share-Based Payments Part 2 – Complicating Conditions
Field of Study: Accounting
Share-based payments often come with strings attached. These kinds of conditions can
complicate the accounting for share-based payments. An employee might be required to work a
certain number of months to be entitled to stock options or a stock grant might be contingent on
reaching a sales goal. Bruce Pounder, Executive Director of GAAP Lab, reviews these conditions
and explains what you can do to manage the risks when making share-based payments.