California State University Fullerton
Fullerton, Garden Grove, Irvine, California, United States
http://www.csufextension.org/

Practice Management and Marketing

In this class you will review standard operating practices (SOP) including basic financial management and contract negotiation. Class discussions will focus on best practices for creating engagement agreements as well as liability management. More importantly, you will focus on learning how to market and promote services in the forensic accounting and fraud examination disciplines to build a su......
 

This is the capstone class for business valuation. In this class, you will apply knowledge of valuation methods and approaches to resolving challenges. You will conduct a business valuation for a fictitious client in a real-life scenario. As a result, you will gain an understanding of the best practices in examining, challenging, and defending business valuation conclusions. ...
 

The release of a new set of standards on business valuation practices by the American Institute of CPAs signals the increasing awareness and acceptance of business valuation as a unique discipline requiring specialized skills. In this class, you will develop an understanding of primary valuation methods, and the major issues and challenges associated with providing business valuation services. ......
 

When a fraudulent activity has been detected, fraud examiners have the responsibility to conduct investigation of the suspicious activity. This class will survey white-collar crimes and address the skills necessary to investigate these activities. Cases will be examined as if you were retained by a client, to help you gain competency in interviewing and research techniques. ...
 

Forensic accounting activity is performed in anticipation of litigation. Fraud examinations are conducted when there is suspicion of financial wrong doing. In this class, participants will learn to recognize the characteristics of the fraud triangle and examine the different types of fraud. Discussion will focus on the motives and personality profiles of those who perpetrate such fraud, and the......
 

A large part of a forensic accountant’s responsibility is to provide support in litigation. This class will explain the standards which govern litigation services. You will gain an understanding of the specific types of litigation services, as well the different responsibilities in practicing as a consultant versus an appointed neutral. Evidence management and report preparation will be di......
 

Forensic accounting is the practice of using accounting, auditing, and investigative skills together with considerable independent professional judgment, to assist in legal matters. In this class, you will be introduced to the field of forensic accounting and explore the development of this discipline. You will learn how the profession interacts with economics, finance, information systems and ......
 

The trustee who manages and invests the assets of a trust is subject to legal codes calling for prudence and consideration of the purposes, terms, distribution requirements, and other circumstances of the trust. Whether management of the portfolio is partially or completely delegated to an agent, the trustee is still obliged to use reasonable care and as such, must at least be familiar with sta......
 

A trustee who assumes responsibility for managing a trust constantly encounters situations involving apparent or real conflict of interest. You will learn about normal business practices that can create actual or apparent conflict of interest within the context of fiduciary responsibility. Review case studies that present various situations that can put the fiduciary at risk. Topics also includ......
 

A conservatorship typically begins with an assessment of the needs of an incapacitated person including health care, insurance coverage, living arrangements, and social circumstances. This class takes you through the process of identifying and obtaining the services needed within the finances available from the courts or the estate of a conservatee. In addition to identifying the range of servi......
 

A conservator or trustee has legal status. The conservator is responsible via court appointment to a protected person. Through a contract, a trustee is responsible to the beneficiaries of a trust. In both cases, fiduciaries must show and document prudent use and protection of the assets they are managing. Get an overview of the accounting and record keeping procedures that a fiduciary uses to d......
 

In fiduciary practice, both conservators and trustees may be responsible for managing the assets of a protected person or the assets of a trust. The duties of these positions involve responsibility for the prudent use and protection of the assets meant to support a conservatee or the beneficiaries of a trust. This class provides detailed information about working with attorneys and financial in......
 

Fiduciaries serve by court appointment as conservators or guardians and may serve by contract as trustees, representative payees, or as agents under powers of attorney. Get an overview of various positions of trust, legal definitions, and duties. Special attention is given to changing legal status and liabilities of fiduciary practitioners. This class meets the qualifications for 15 hours of MC......
 

Review the knowledge and skills required of conservators providing care management to elderly, mentally diminished and disabled clients. Class discussions emphasize the interdisciplinary nature of planning care for older adults, mentally ill and disabled individuals and their families. Case studies will be provided to illustrate the range of needs encountered in this specialized care management......
 

You will gain a basic understanding of probate administration through examining how the probate and court system actually functions. An overview of probate process and proceedings will be examined through discussions on the general provisions and procedural nature relating to estate trusts. This includes powers of attorney, non-probate transfers, administration of estates of decedents and dispo......
 

One of the most significant assets that conservators deal with is real property. In this class, case studies will be used to introduce you to the critical elements in discretionary decision-making relating to the management of real estate and assets of a portfolio. Discussions will focus on when and how to bring in the experts and identifying appropriate alternatives in managing real property a......
 

In this class, you will review standard operating practices (SOP) including basic accounting principles, contract negotiation, conflict/dispute resolution. You will also address available software in support of fiduciary practice management. Class discussions will focus on issues relating to risk management including key elements of insurance coverage, liability, and protection of persons and e......
 

You will be introduced to systems engineering; the nature of systems and systems engineering; systems engineering processes and infrastructure; and systems life cycle. Terminology will be stressed as well as tools and techniques. Topics to be covered: - Introduction to systems and systems engineering - Developing requirements and specifications - Developing system architecture - Managin......
 

This class emphasizes Systems Engineering planning and management. There will be a brief review of the material from the Fundamentals of Systems Engineering certificate program. You will be introduced to risk, methods for analyzing risk and development of a risk management plan. You will also participate in risk management exercises. Topics include: - Managing risks - Planning systems engin......
 

Focus on advanced feature creation and configuration of the Pro/ENGINEER, Wildfire 3.0 system. Topics include: top/down design concepts; tables; surfacing; configuration files; large assembly management; and layer management. A comprehensive set of exercises will be assigned to reinforce topics discussed. ...
 

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