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Recorded Webinars

We routinely archive our webinars for your convenience. CPAs can even earn CPE units by attending many of our live webinars.

 

We are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education.

 

 
Using a Private Trust Company to Manage Family Wealth
 
  Date: Wednesday, January 25, 2012
Time: 11 AM PT / 2 PM ET
Presenter: Jill Creager, J.D. - Founder & Managing Director, Providence Family Offices, LLC
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Learn about:

  • A brief history of wealth governance and its impact today
  • Current trends in wealth planning and management
  • Benefits of Private Trust Companies for affluent families
  • Software used by Providence Family Offices to provide services
 
     

     
 
Setting a Family Office Technology Strategy
 
  Date: Wednesday, November 30, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Ed Van Deman, CIPM, CPA/PFS, MBA CEO and Co-Founder - Financial Navigator, Inc.
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Learn about:

  • Current technology trends influencing High-Net-Worth investors
  • Assessing the state of your current family office technology
  • Developing a framework for making technology decisions
  • Evaluating product offerings and their impact on your family office
  • Recommendations for the best areas to focus your technology strategy
 
     

     
 
Introducing: The Enterprise Edition
 
  Date: Thursday, October 27, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Robert Shearer - Financial Navigator, Inc.
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Learn about:

  • Recording Intercompany transactions among entities
  • Updating your portfolios across multiple entities
  • Managing your Asset & Liability Info in a grid editor
  • Using new utilities to manage your Navigator data
 
     

     
 
Productivity Tips for the Navigator User
 
  Date: Wednesday, September 28, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Robert Shearer - Financial Navigator, Inc.
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Learn how to:

  • Utilize function keys for quick access to often used screens
  • Customize your toolbars to suit your common tasks
  • Learn how to post transactions more efficiently
  • Master advanced report options and settings
  • Use time-saving shortcuts in the Chart of Accounts
 
     

     
 
Financial Reporting for Trusts and Estates
 
  Date: Wednesday, August 31, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Jim Powell, CPA, CFE
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Learn about:

  • Structuring trust and estate entities
  • Recording the appropriate allocation of principal and income
  • Reporting fiduciary accounting income
  • Producing required Charge and Discharge statements
  • Generating meaningful financial statements
  • Entity types and concepts
  • The Uniform Principal and Income Act
  • Implications of Principal and Income Accounting
 
     

     
 
Financial Reporting for Family Foundations
 
  Date: Wednesday, July 20, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Sandra Glock, Director - Atapco Financial Services
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Learn about:

  • Setting up a foundation entity chart of accounts
  • Recording complex transactions
  • Creating financial reports for various interests
  • Meeting federal and state requirements
 
     

     
 
Consolidated Reporting
 
  Date: Wednesday, June 15, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Kris Sunkara - Financial Navigator, Inc.
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This webinar will help you:

  • Understand the process of running consolidated reports across groups of entities
  • Learn how to combine investments amongst entities for comprehensive holdings reports
  • Generate reports across multiple years to spot trends or quickly calculate totals
  • Create various summary reports that are ideal for presenting to principals
     

     
 
Portfolio Accounting - Marketable Securities
 
  Date: Wednesday, September 29, 2010
Time: 11 AM PT / 2 PM ET
Presenter: Jim Powell, CPA
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This webinar will help you:

  • Familiarize yourself with the underlying concepts for recording marketable securities transactions
  • Identify the marketable securities information to be tracked in your portfolio accounting solution
  • Create investment and tax reports used to present marketable securities information to the investor
  • Record purchases of securities spins offs, cash in lieu, stock mergers and bond amortization/accretion
     

     
 
Portfolio Accounting - Private Equity
 
  Date: Wednesday, July 14, 2010
Time: 11 AM / 2 PM ET
Presenter: Jim Powell, CPA
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This webinar will help you:

  • Learn about information that a private equity fund provides its investor and what you need to track
  • Understand what transaction types should be recorded in your portfolio accounting solution
  • See examples of reports that you can create to present the private equity information to your client
  • Hear approaches to use in tracking private equity investments
  • Learn about the detail components of income and what information to use from the K-1, or Form 1065
     

     
 
Portfolio Accounting - 101
 
  Date: Wednesday, May 19, 2010
Time: 10 AM / 1 PM ET
Presenter: Jim Powell, CPA
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Portfolio Accounting - 101 will teach how to:

  • Define your Portfolios and Account for Marketable Securities
  • Record Securities and Activities
  • Update Assets to FMV (Fair Market Value) and track Cost/Tax Basis
  • Understand other Types of Portfolio Transactions
  • Find and Decipher Broker Statement Anomalies
  • Understand Form 1009 Reporting
     

 


 

CPEFinancial Navigator, Inc. 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 addressed to the:

National Registry of CPE Sponsors
150 Fourth Avenue North
Suite 700
Nashville, TN 37219-2417
http://www.nasba.org