IRS Exam: Assumptions, Expectations and Collaboration - Presentation delivered by Bryan Peterson, Vice President of Tax, ACI Worldwide at the Tax Officers Summit Fall 2014, Red Rock Resort, Las Vegas, Nov 13-15
Derek siewert - financial strategy and financial objectivesDerekSiewert
Derek Siewert determined that traditional banking channels offered more competitive and cost efficient premium finance alternatives in the marketplace.
Yuma County Sheriff's Office 2017 budget proposalAdam Wills
Our 2017 Budget Proposal to the Yuma County Board of County Commissioners is now available to view online. You will quickly recognize that the primary focus of this year's budget presentation is personnel, as it has been the last several years.
Webinar: The Do's and Don'ts of Claiming SR&ED Tax CreditsBoast Capital
On Feb 19, Jeff Christie delivered a webinar on the Do's and Don'ts of Claiming the Scientific Research & Experimental Development (SR&ED) tax credit. Here are the slides from the presentation.
Presentation by Diana Budreau and Nicola Dickinson on February 4th, 2016.
Thinking of an upgrade? Expanding your solution? Adding new functionality? Moving to the Cloud? This presentation will cover the 8 simple steps you need to take to build a proposal to get your next technology project funded.
How to Use Documentation & Time Tracking to Maximize Your SR&ED ClaimsBoast Capital
This document outlines the key requirements for claiming Scientific Research and Experimental Development (SR&ED) tax credits in Canada. It discusses what SR&ED is, the eligibility criteria which requires technological challenges and iterations. It notes the benefits of SR&ED credits for small and medium enterprises. The Canada Revenue Agency's documentation requirements are that work be documented as it progresses with technical challenges, dates and iterations. Time must be tracked by project and qualifying activity. Financial statements within 18 months of year-end are also needed to claim credits. The presentation provides guidance on documentation best practices and common CRA review processes.
Everything You Need to Know to Claim & Finance Your R&D Tax CreditsBoast Capital
Boast and Espresso have teamed up to host a webinar titled “Everything You Need to Know to Claim for, and Finance Your SR&ED Tax Credits”. During this webinar we will cover what type of work technically qualifies for the program, the types of expenditures that you can recover, as well as the potential returns you could receive. Espresso Capital will also speak about different financing options available to be able to realize your SR&ED return in a timely manner.
Sultana Kassegne discusses effective capital expenditure (Capex) management at Cricket Wireless. She outlines their main Capex planning and management activities, including budgeting, forecasting, procurement, approvals, expenditure monitoring and reporting. She emphasizes the importance of cross-functional synergies between finance, fixed assets, accounting and other teams. Kassegne also provides tips for positioning an organization for successful Capex management, such as establishing policies, training, tools and key performance indicators.
Derek siewert - financial strategy and financial objectivesDerekSiewert
Derek Siewert determined that traditional banking channels offered more competitive and cost efficient premium finance alternatives in the marketplace.
Yuma County Sheriff's Office 2017 budget proposalAdam Wills
Our 2017 Budget Proposal to the Yuma County Board of County Commissioners is now available to view online. You will quickly recognize that the primary focus of this year's budget presentation is personnel, as it has been the last several years.
Webinar: The Do's and Don'ts of Claiming SR&ED Tax CreditsBoast Capital
On Feb 19, Jeff Christie delivered a webinar on the Do's and Don'ts of Claiming the Scientific Research & Experimental Development (SR&ED) tax credit. Here are the slides from the presentation.
Presentation by Diana Budreau and Nicola Dickinson on February 4th, 2016.
Thinking of an upgrade? Expanding your solution? Adding new functionality? Moving to the Cloud? This presentation will cover the 8 simple steps you need to take to build a proposal to get your next technology project funded.
How to Use Documentation & Time Tracking to Maximize Your SR&ED ClaimsBoast Capital
This document outlines the key requirements for claiming Scientific Research and Experimental Development (SR&ED) tax credits in Canada. It discusses what SR&ED is, the eligibility criteria which requires technological challenges and iterations. It notes the benefits of SR&ED credits for small and medium enterprises. The Canada Revenue Agency's documentation requirements are that work be documented as it progresses with technical challenges, dates and iterations. Time must be tracked by project and qualifying activity. Financial statements within 18 months of year-end are also needed to claim credits. The presentation provides guidance on documentation best practices and common CRA review processes.
Everything You Need to Know to Claim & Finance Your R&D Tax CreditsBoast Capital
Boast and Espresso have teamed up to host a webinar titled “Everything You Need to Know to Claim for, and Finance Your SR&ED Tax Credits”. During this webinar we will cover what type of work technically qualifies for the program, the types of expenditures that you can recover, as well as the potential returns you could receive. Espresso Capital will also speak about different financing options available to be able to realize your SR&ED return in a timely manner.
Sultana Kassegne discusses effective capital expenditure (Capex) management at Cricket Wireless. She outlines their main Capex planning and management activities, including budgeting, forecasting, procurement, approvals, expenditure monitoring and reporting. She emphasizes the importance of cross-functional synergies between finance, fixed assets, accounting and other teams. Kassegne also provides tips for positioning an organization for successful Capex management, such as establishing policies, training, tools and key performance indicators.
Siva Prasad has over 20 years of experience in finance and accounting roles. He is currently the Manager of Finance at GENPACT, where he leads a team of 18 in payroll accounting and processing for over 18,500 employees. Prior to GENPACT, he held finance roles at Dr. Reddy's Laboratories and Hindalco Industries. He has skills in SAP, Oracle Financials, and Microsoft Office. Siva Prasad holds a B.Com and an MBA in Finance and is seeking new opportunities in finance management.
Corporate Finance for Early & Growth Stage CompaniesBoast Capital
This document provides an overview and agenda for a presentation on corporate finance for early and growth stage companies. The presentation will cover topics such as shareholder loans, debt versus equity, capital structure considerations, employee incentives, the regulatory framework, non-institutional financings, and institutional private equity. It emphasizes that successful startups utilize multiple types and sources of capital and carefully manage their capital structure. The presentation aims to help companies understand key questions around financing and capitalization.
This document discusses risk analysis and asset management for affordable housing projects. It outlines key risk factors like market, financial, development, and operational risks. It also provides a risk rating criteria that analyzes factors such as debt coverage ratio, economic vacancy rates, compliance issues, and physical condition to assess operational risk levels from 1 to 6.
This document provides information about Sherry S. Auble, a Certified Divorce Financial Analyst and divorce financial planner. It describes the services of a CDFA, which include assessing a client's financial situation, developing divorce settlement scenarios, and providing ongoing financial guidance during and after the divorce process. The document outlines the typical roles and tasks of a divorce financial planner, such as compiling financial information, evaluating assets and support payments, and creating a post-divorce financial plan. It also includes disclaimers about the use of divorce planning software and responsibility to confirm information.
This document discusses the time value of money concept. It defines time value of money as the premise that investors prefer receiving a fixed payment today rather than an equal amount in the future. It provides examples comparing receiving Rs. 10,000 today versus in 5 years. The importance of incorporating time into financial decision making is that it allows one to earn interest by postponing consumption. Formulas are presented for calculating present value, future value, present value of annuities, and future value of annuities. Benefits of understanding time value of money include analyzing investments and comparing alternatives while accounting for the impact of time on activities like loans.
Majdi Mohammad Al-Qudsi is seeking a challenging position utilizing his experience in fixed assets accounting. He currently serves as the Fixed Assets Supervisor at Umniah Mobile Company, where he oversees the fixed assets accounting functions and ensures accuracy. Al-Qudsi has over 13 years of experience in accounting roles, including experience with risk evaluation, project coordination, and critical thinking. He holds a BSc in Accounting and certifications in management accounting and accounting applications.
Two Ways To Skip a VC Round With Alternative Funding Boast Capital
Many entrepreneurs assume that VC is the only way get the kind of funding they need. The truth is only 1% of U.S. startups get VC funding. And for many young companies, spending months to raise venture capital and dilute equity early can be detrimental to the business. Skipping a round of equity financing preserves founders' wealth in the long run and helps them maintain control of the business.
In this webinar, BJ Lackland, CEO of Lighter Capital and Lloyed Lobo, Co-founder of Boast Capital will share two alternative funding methods that can help you extend runway and grow without diluting the equity you worked so hard to build.
In this 45 minutes webinar we will cover:
- Why it's beneficial to skip a round
- What are some alternative funding methods to traditional VCs
- Q&A
The document is an investment counselling program brochure that describes a discretionary investment management program. It offers concise summaries of the program's key features:
1) It provides globally diversified investment portfolios managed by experienced portfolio managers to help clients achieve their life goals and investment outcomes.
2) Clients work with an advisor to develop an investment profile and strategic asset allocation tailored to their needs. Professional managers then handle tactical investment decisions.
3) The program aims to generate returns, minimize taxes, and free up clients to focus on other priorities, while safeguarding investments through oversight and regulatory protections.
IRS, DOL (and PBGC) Audits and Other MattersHarvey Katz
The document discusses insights from a practitioner on IRS audits of retirement plans. It provides an overview of the audit process, from initial selection and document requests to closing procedures. Key points include tailoring responses based on the perceived audit focus, limiting direct document production to the IRS, and identifying errors upfront to facilitate correction. The goal is to minimize further investigations or financial consequences through a rigorous yet measured response.
Ten Essentials of Treasury Technology TMANE 2009rthompson89
The document discusses 10 essentials for selecting and implementing treasury technology: 1) Know your strategic vision and goals, 2) Understand current technology landscape, 3) Perform needs assessments, 4) Define desired future state, 5) Document critical needs, 6) Map treasury information flows, 7) Use a deliberate selection process, 8) Appropriately resource projects, 9) Establish strong project management, and 10) Justify projects before and after. It provides examples of how various organizations applied these essentials in implementing treasury workstation systems and improving processes.
Redtape Busters, a leading Grant Writing Company has specialised grant writers assisting businesses and non-profit organisations all over Australia. Our grant writing service is very successful, with millions of dollars worth of grants awarded to our clients. For more information, please visit - http://bit.ly/2nuWajg
This document provides guidance on essential grant management practices, including organizing files for each grant, reviewing terms and conditions, developing work plans, ensuring financial and compliance management systems, properly charging costs, and maintaining sound procurement processes. Key recommendations are to open a file for each grant, hold an initiation meeting to review responsibilities, refine work plans as needed, establish financial reporting and cost allocation systems, and develop procurement procedures that promote fairness and competition.
The audit cycle performance consists of planning, preliminary survey, understanding the entity, identifying key areas and objectives, determining audit criteria, collecting evidence, generating working papers, and preparing audit findings. The initial stages involve obtaining general information on the company and identifying important areas to focus on. Later stages are testing evidence, documenting results, and communicating findings to the audited entity in a clear and understandable manner.
Given that law firms are service-based, revenue earned in the legal profession is mainly based on hours billed for work on behalf of their clients. These are the kinds of tasks and hours that law firms want to maximize, so they can run revenue-driven businesses.
In this interactive session hosted by Lawyaw’s Cory Bates-Rogers, we will help you better understand how your law firm can automate and optimize with tech solutions and the improvement of internal processes. We will cover:
- How optimization and automation can benefit your practice
- 6 Steps to begin automating your workflow
- Tips to consider when evaluating new technology for your law firm
- Workflow optimization best practices
- Process mapping
Working Together to Minimize Claims; Maximize PerformanceAVEVA Group plc
Andy Aston, SVP Americas presents how Turner & Townsend achieved claim reductions while using AVEVA tools. Learn how you can avoid claims through the execution of the work with various techniques, data and documentation, and proper change order management.
Discover how AVEVA can transform your business today
www.aveva.com
The document discusses best practices for writing powerful internal audit reports. It emphasizes the importance of clear and concise communication through the use of plain language and visual aids. It provides tips for different sections of an audit report including the executive summary, findings, conclusions, and recommendations. The document also outlines dos and don'ts for effective report writing such as following the five C's framework, emphasizing potential improvements, and obtaining stakeholder feedback.
The document discusses how to prepare and present an effective business case. It explains that a business case makes the business reason for a project clear to decision makers and provides information for them to determine if the project should be funded. The document outlines what should be included in a business case such as the project description, costs, benefits, risks, and implementation plan. It also provides guidance on how to present the business case by knowing the audience and tailoring the presentation to their decision making style.
Emerging Issues and Challenges | Sana BaqaiSana Baqai
The document discusses various topics related to internal auditing including financial accounting and budgeting risks, business challenges, project management, organizational change, fraud risks, forensic accounting, and emerging issues. It provides details on budget variance analysis, internal audit areas of focus, challenges during the pandemic, and comparisons of in-house, outsourcing, and co-sourcing internal audit assignments. Risk management approaches including the COSO framework are outlined. Types of fraud investigations like corruption, asset misappropriation, and financial statement fraud are defined. Emerging issues facing internal auditors related to technology and standards are also noted.
The document discusses preparing for requirements elicitation and collaboration. It covers the key elements to consider which include understanding the scope of elicitation, selecting elicitation techniques, setting up logistics, securing supporting materials, and preparing stakeholders. An example is provided of preparing for an elicitation session with prison wardens to understand the problems faced in managing offender records. The document emphasizes thoroughly planning elicitation activities and selecting techniques appropriate for the stakeholders, goals, and circumstances.
Building a Business Case for eLearning
This slideshare explains what a business case is, and how it can help you convince key decision-makers in your organization to fund eLearning initiatives.
What is a Business Case?
An overview of the components that make up a business case, as well as the steps you should take before beginning the process.
Building a Business Case
An examination of a business case’s individual components, from Executive Summary to Closing Statement, including:
* Executive summary
* Business need
* Solution
* Proposed budget
* Anticipated return on investment
* Implementation plan
* Potential challenges
* Closing statement
Presenting a Business Case
A study of the steps you should take before, during and after your presentation to help ensure your success.
What Decision-Makers are Looking For
An examination of the specific areas decision-makers will be looking at, and that you should ensure you address.
As a plan fiduciary, there are seven simple truths sponsors should know: (1) fiduciaries exercise discretion over plan/asset management and provide investment recommendations; (2) fiduciaries can delegate responsibilities to experts to minimize risk and liability; (3) sponsors are responsible for selecting advisors, providers, and plan features to help employees retire; (4) fiduciaries must understand and monitor all plan fees to ensure they are reasonable; (5) sponsors should benchmark service providers and regularly ask questions; (6) an investment policy statement and committee should guide investment decisions; (7) ongoing monitoring of performance and providers is needed to ensure the plan meets expectations.
Siva Prasad has over 20 years of experience in finance and accounting roles. He is currently the Manager of Finance at GENPACT, where he leads a team of 18 in payroll accounting and processing for over 18,500 employees. Prior to GENPACT, he held finance roles at Dr. Reddy's Laboratories and Hindalco Industries. He has skills in SAP, Oracle Financials, and Microsoft Office. Siva Prasad holds a B.Com and an MBA in Finance and is seeking new opportunities in finance management.
Corporate Finance for Early & Growth Stage CompaniesBoast Capital
This document provides an overview and agenda for a presentation on corporate finance for early and growth stage companies. The presentation will cover topics such as shareholder loans, debt versus equity, capital structure considerations, employee incentives, the regulatory framework, non-institutional financings, and institutional private equity. It emphasizes that successful startups utilize multiple types and sources of capital and carefully manage their capital structure. The presentation aims to help companies understand key questions around financing and capitalization.
This document discusses risk analysis and asset management for affordable housing projects. It outlines key risk factors like market, financial, development, and operational risks. It also provides a risk rating criteria that analyzes factors such as debt coverage ratio, economic vacancy rates, compliance issues, and physical condition to assess operational risk levels from 1 to 6.
This document provides information about Sherry S. Auble, a Certified Divorce Financial Analyst and divorce financial planner. It describes the services of a CDFA, which include assessing a client's financial situation, developing divorce settlement scenarios, and providing ongoing financial guidance during and after the divorce process. The document outlines the typical roles and tasks of a divorce financial planner, such as compiling financial information, evaluating assets and support payments, and creating a post-divorce financial plan. It also includes disclaimers about the use of divorce planning software and responsibility to confirm information.
This document discusses the time value of money concept. It defines time value of money as the premise that investors prefer receiving a fixed payment today rather than an equal amount in the future. It provides examples comparing receiving Rs. 10,000 today versus in 5 years. The importance of incorporating time into financial decision making is that it allows one to earn interest by postponing consumption. Formulas are presented for calculating present value, future value, present value of annuities, and future value of annuities. Benefits of understanding time value of money include analyzing investments and comparing alternatives while accounting for the impact of time on activities like loans.
Majdi Mohammad Al-Qudsi is seeking a challenging position utilizing his experience in fixed assets accounting. He currently serves as the Fixed Assets Supervisor at Umniah Mobile Company, where he oversees the fixed assets accounting functions and ensures accuracy. Al-Qudsi has over 13 years of experience in accounting roles, including experience with risk evaluation, project coordination, and critical thinking. He holds a BSc in Accounting and certifications in management accounting and accounting applications.
Two Ways To Skip a VC Round With Alternative Funding Boast Capital
Many entrepreneurs assume that VC is the only way get the kind of funding they need. The truth is only 1% of U.S. startups get VC funding. And for many young companies, spending months to raise venture capital and dilute equity early can be detrimental to the business. Skipping a round of equity financing preserves founders' wealth in the long run and helps them maintain control of the business.
In this webinar, BJ Lackland, CEO of Lighter Capital and Lloyed Lobo, Co-founder of Boast Capital will share two alternative funding methods that can help you extend runway and grow without diluting the equity you worked so hard to build.
In this 45 minutes webinar we will cover:
- Why it's beneficial to skip a round
- What are some alternative funding methods to traditional VCs
- Q&A
The document is an investment counselling program brochure that describes a discretionary investment management program. It offers concise summaries of the program's key features:
1) It provides globally diversified investment portfolios managed by experienced portfolio managers to help clients achieve their life goals and investment outcomes.
2) Clients work with an advisor to develop an investment profile and strategic asset allocation tailored to their needs. Professional managers then handle tactical investment decisions.
3) The program aims to generate returns, minimize taxes, and free up clients to focus on other priorities, while safeguarding investments through oversight and regulatory protections.
IRS, DOL (and PBGC) Audits and Other MattersHarvey Katz
The document discusses insights from a practitioner on IRS audits of retirement plans. It provides an overview of the audit process, from initial selection and document requests to closing procedures. Key points include tailoring responses based on the perceived audit focus, limiting direct document production to the IRS, and identifying errors upfront to facilitate correction. The goal is to minimize further investigations or financial consequences through a rigorous yet measured response.
Ten Essentials of Treasury Technology TMANE 2009rthompson89
The document discusses 10 essentials for selecting and implementing treasury technology: 1) Know your strategic vision and goals, 2) Understand current technology landscape, 3) Perform needs assessments, 4) Define desired future state, 5) Document critical needs, 6) Map treasury information flows, 7) Use a deliberate selection process, 8) Appropriately resource projects, 9) Establish strong project management, and 10) Justify projects before and after. It provides examples of how various organizations applied these essentials in implementing treasury workstation systems and improving processes.
Redtape Busters, a leading Grant Writing Company has specialised grant writers assisting businesses and non-profit organisations all over Australia. Our grant writing service is very successful, with millions of dollars worth of grants awarded to our clients. For more information, please visit - http://bit.ly/2nuWajg
This document provides guidance on essential grant management practices, including organizing files for each grant, reviewing terms and conditions, developing work plans, ensuring financial and compliance management systems, properly charging costs, and maintaining sound procurement processes. Key recommendations are to open a file for each grant, hold an initiation meeting to review responsibilities, refine work plans as needed, establish financial reporting and cost allocation systems, and develop procurement procedures that promote fairness and competition.
The audit cycle performance consists of planning, preliminary survey, understanding the entity, identifying key areas and objectives, determining audit criteria, collecting evidence, generating working papers, and preparing audit findings. The initial stages involve obtaining general information on the company and identifying important areas to focus on. Later stages are testing evidence, documenting results, and communicating findings to the audited entity in a clear and understandable manner.
Given that law firms are service-based, revenue earned in the legal profession is mainly based on hours billed for work on behalf of their clients. These are the kinds of tasks and hours that law firms want to maximize, so they can run revenue-driven businesses.
In this interactive session hosted by Lawyaw’s Cory Bates-Rogers, we will help you better understand how your law firm can automate and optimize with tech solutions and the improvement of internal processes. We will cover:
- How optimization and automation can benefit your practice
- 6 Steps to begin automating your workflow
- Tips to consider when evaluating new technology for your law firm
- Workflow optimization best practices
- Process mapping
Working Together to Minimize Claims; Maximize PerformanceAVEVA Group plc
Andy Aston, SVP Americas presents how Turner & Townsend achieved claim reductions while using AVEVA tools. Learn how you can avoid claims through the execution of the work with various techniques, data and documentation, and proper change order management.
Discover how AVEVA can transform your business today
www.aveva.com
The document discusses best practices for writing powerful internal audit reports. It emphasizes the importance of clear and concise communication through the use of plain language and visual aids. It provides tips for different sections of an audit report including the executive summary, findings, conclusions, and recommendations. The document also outlines dos and don'ts for effective report writing such as following the five C's framework, emphasizing potential improvements, and obtaining stakeholder feedback.
The document discusses how to prepare and present an effective business case. It explains that a business case makes the business reason for a project clear to decision makers and provides information for them to determine if the project should be funded. The document outlines what should be included in a business case such as the project description, costs, benefits, risks, and implementation plan. It also provides guidance on how to present the business case by knowing the audience and tailoring the presentation to their decision making style.
Emerging Issues and Challenges | Sana BaqaiSana Baqai
The document discusses various topics related to internal auditing including financial accounting and budgeting risks, business challenges, project management, organizational change, fraud risks, forensic accounting, and emerging issues. It provides details on budget variance analysis, internal audit areas of focus, challenges during the pandemic, and comparisons of in-house, outsourcing, and co-sourcing internal audit assignments. Risk management approaches including the COSO framework are outlined. Types of fraud investigations like corruption, asset misappropriation, and financial statement fraud are defined. Emerging issues facing internal auditors related to technology and standards are also noted.
The document discusses preparing for requirements elicitation and collaboration. It covers the key elements to consider which include understanding the scope of elicitation, selecting elicitation techniques, setting up logistics, securing supporting materials, and preparing stakeholders. An example is provided of preparing for an elicitation session with prison wardens to understand the problems faced in managing offender records. The document emphasizes thoroughly planning elicitation activities and selecting techniques appropriate for the stakeholders, goals, and circumstances.
Building a Business Case for eLearning
This slideshare explains what a business case is, and how it can help you convince key decision-makers in your organization to fund eLearning initiatives.
What is a Business Case?
An overview of the components that make up a business case, as well as the steps you should take before beginning the process.
Building a Business Case
An examination of a business case’s individual components, from Executive Summary to Closing Statement, including:
* Executive summary
* Business need
* Solution
* Proposed budget
* Anticipated return on investment
* Implementation plan
* Potential challenges
* Closing statement
Presenting a Business Case
A study of the steps you should take before, during and after your presentation to help ensure your success.
What Decision-Makers are Looking For
An examination of the specific areas decision-makers will be looking at, and that you should ensure you address.
As a plan fiduciary, there are seven simple truths sponsors should know: (1) fiduciaries exercise discretion over plan/asset management and provide investment recommendations; (2) fiduciaries can delegate responsibilities to experts to minimize risk and liability; (3) sponsors are responsible for selecting advisors, providers, and plan features to help employees retire; (4) fiduciaries must understand and monitor all plan fees to ensure they are reasonable; (5) sponsors should benchmark service providers and regularly ask questions; (6) an investment policy statement and committee should guide investment decisions; (7) ongoing monitoring of performance and providers is needed to ensure the plan meets expectations.
A Comprehensive Guide to Build a Career as an Internal AuditorCareervira
This detailed guide will offer you a quick overview of this career role and the fundamentals, including educational qualifications and compensation details. then let's get going!
LoCC Measurable Improvement in Your Development ProcessJoseph Horwedel
Presentation to the League of California Cities Planning Commissioners Institute on Measurable Improvement in Your Development Process in 2009 at Anaheim, CA. The presentation looked at common methods to assess your process, review measurement tools and look at pitfalls based on the experiences in San Jose from outside consultant reviews and on going process improvement efforts.
The TPA works with the plan sponsor to ensure the ongoing accuracy of the plan, minimize the time the plan sponsor has to spend on plan oversight, meet service and compliance deadlines, and coordinate with all parties.
This document summarizes a presentation on avoiding 401(k) and pension plan disasters. It discusses objectives like learning how to prevent costly mistakes when running retirement plans and what to do if problems occur. It outlines Department of Labor statistics and enforcement priorities such as fiduciary breaches. The presentation reviews recent court cases involving church plans and misconduct by service providers. It also provides tips on establishing strong internal controls, common plan mistakes, correcting errors, and the Department of Labor's correction programs.
This document provides guidance on how to effectively participate in and utilize a debriefing process following an unsuccessful government contract proposal. It begins with background on debriefing basics such as why they are conducted, applicable timing and content rules. It then discusses perspectives, strategies and etiquette from both the government and contractor sides. The document provides suggestions for preparation, prohibited information, question types, and key takeaways. The overall summary is that debriefings can help improve future proposals if used strategically to understand evaluation results and address any potential issues or misunderstandings.
This document provides 10 tips for improving proposal budgets. It discusses challenges in budget development like limited time and unclear costs. It notes that 30% of proposals fail due to budget issues like incorrect calculations or missing donor requirements. The tips include treating budget development as a project, using the correct donor template, ensuring the budget matches the proposal content, asking questions to consider all necessary costs, properly categorizing direct and indirect expenses, double checking calculations and donor requirements, avoiding vague contingency amounts, and emphasizing the value of a clear budget in communicating with donors.
Similar to IRS Exam: Assumptions, Expectations and Collaboration - Bryan Peterson, ACI Worldwide (20)
Ahead of the marcus evans CFO Summit 2024, Erik Saito discusses what technology CFOs can utilise to improve financial reporting accuracy, make more strategic decisions and mitigate risks.
Ahead of the marcus evans Chief Procurement Officer Summit 2023, read here an interview with Ward Karson discussing what tools CPOs can utilize to deliver improved performance.
Michael McRoberts and George Skillin of Chartertech Pty Ltd, a sponsor company at the marcus evans CFO Summit 2023, discuss how financial processes can improve with tools such as RPA and AI.
Ahead of the marcus evans Chief Procurement Officer Summit 2023, read here an interview with Jag Lamba discussing process adaptability and how CPOs need to prepare for what lies ahead.
Lutz Finger, President, Product & Development at Marpai, an AI-powered health plan services provider (Third Party Administrator for Self-funded health plans), was interviewed ahead of the marcus evans CFO Summit XLI 2022, and discusses how CFOs can leverage the power of the most advanced AI to create the healthiest member population with the greatest cost efficiency within their health plan budget.
Ahead of the marcus evans Chief Procurement Officer Summit 2022, read here an interview with Cary David discussing how the supply chain function can be the engine for change in a growing company.
Ahead of the marcus evans Tax Officers Summit 2022, read here an interview with Robert Lenius discussing the opportunities and capabilities available to the tax function today.
Ahead of the marcus evans Chief Procurement Officer Summit 2022, read here an interview with Ward Karson discussing strategies for CPOs to succeed on the digital procurement journey.
Ahead of the marcus evans Tax Officers Summit 2022, read here an interview with Chris Roetheli on what strategies and programs would help the tax function drive ESG impact.
The document discusses the global CFO's vision for digitization at McDonald's division of Coca-Cola. It outlines goals to grow externally with customers through digitization, be more agile and productive internally through technology, and promote digital efforts across the organization by maintaining innovative finance teams and driving cultural change. The CFO believes digital transformation is key and shares this vision in hopes of answering any questions.
Dual Keynote Presentation delivered by Dr Mark Frigo, Director, Center for Strategy, Execution & Valuation; Strategic Risk Management Lab, DePaul University and E. Terry Groff, Former CEO & President, Reading Bakery Systems at the marcus evans CFO Summit Spring 2019 held in Palm Beach, FL
The document discusses the digital transformation journey of The Coca-Cola Company from the perspective of Victor C. Barnes, Global CFO of McDonald's Division at Coca-Cola. Some key points discussed include:
- Coca-Cola's transformation has involved moving servers to the cloud, developing cloud-based systems for financial reporting and forecasting, and various groups pushing the agenda forward independently.
- Barnes emphasizes the importance of learning from others through networking, as well as ensuring data integrity, governance and clean data as transformations are implemented.
- Primary challenges have been around data ownership and quality, which must be addressed for digital projects to succeed. Steering committees have been created to facilitate collaboration around transformations.
The document discusses the digital transformation journey of The Coca-Cola Company from the perspective of Victor C. Barnes, Global CFO of McDonald's Division at Coca-Cola. Some key points discussed include:
- Coca-Cola's transformation has involved moving servers to the cloud, developing cloud-based systems, and automating manual processes.
- Barnes emphasizes the importance of addressing human factors like understanding the need for change, nurturing networks across teams, and dealing with challenges like data integrity.
- Lessons learned are to learn from others undertaking digital transformations, get data in the cloud, push for transparency, and apply technologies intelligently through collaboration.
Rio Tinto is a world leader in mining and metals that produces materials essential for modern life. The presentation discusses how automation can help Rio Tinto capture value and address disruption in the mining industry. Specifically, it provides examples of Rio Tinto's automation initiatives including autonomous trucks that have hauled over 1 billion tons of ore, autonomous drilling rigs, and its Mine of the Future which uses integrated automation and simulation systems. The presentation closes by asking CFOs to consider questions around what should be built internally versus outsourced, and ensuring the total cost of ownership and cost of change are accounted for with automation.
The document discusses the transformation of Mirvac Group's finance department over 5 years. It implemented several changes to processes, technology, and skills:
- Standardized and optimized processes, reducing documents by 50% and implementing robotic process automation. This freed up staff for new analytics roles.
- Established a cross-functional business intelligence center of excellence to lead the development of analytics capabilities across the business.
- Grew its analytics maturity from basic reporting to predictive modeling, gaining insights to make better strategic decisions.
- Metrics show increasing BI usage and a focus on value-driven outcomes over just implementing new technologies. This supported narrowing EPS guidance and improved employee engagement.
This document summarizes Peter Deans' presentation on addressing strategic business risks at the 2019 CFO Summit. It discusses the complex operating environment banks face with multiple regulatory, macroeconomic, client, and technological risks. It outlines Bank of Queensland's approach to identifying and managing strategic risks through a dynamic risk assessment process, strategic risk review, and ongoing executive review. Key emerging strategic risks identified include sovereign risk, liquidity and funding risk, talent risk, cyber security and data risk, conduct and reputation risk, and climate change risk. The presentation emphasizes the importance of institutionalizing a risk appetite framework and culture to help banks navigate the challenging risk environment.
This document discusses driving meaningful change through aligning personal and company values. It highlights key drivers of value creation such as innovation, operational efficiency, brand differentiation, risk mitigation, and talent attraction and retention. The document also discusses picking personal values and provides examples like integrity, contribution, love, friendship, and purpose. After attending a summit, the Coty delegation was inspired and motivated to brainstorm ideas, share documents to consolidate considerations, and work in groups on proposed initiatives.
This document summarizes the financial performance of Sportsbet and Paddy Power Betfair in Australia from 2017 to 2018. It shows key metrics like amounts staked, net revenue, operating costs, and EBITDA. It also discusses Sportsbet and PPB's forecasting process, the competitive environment in the betting industry, increasing regulation around betting restrictions, taxes and fees, and advertising. Additional sections cover promotional spending, competitor activity, customer margin, channel mix, and factors considered in net revenue forecasting like the sporting calendar and marketing plans.
The document discusses HCL Technologies' global procurement services organizational structure and operating models. It explores different options for structuring procurement teams across categories, geographies, and delivery models. The models proposed include a combination of functional, global, and category-aligned client-facing technology teams, with mostly offshore business services teams and regional contingent labor teams. Career progression opportunities within the procurement organization are also outlined.
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
Discover timeless style with the 2022 Vintage Roman Numerals Men's Ring. Crafted from premium stainless steel, this 6mm wide ring embodies elegance and durability. Perfect as a gift, it seamlessly blends classic Roman numeral detailing with modern sophistication, making it an ideal accessory for any occasion.
https://rb.gy/usj1a2
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
buy old yahoo accounts buy yahoo accountsSusan Laney
As a business owner, I understand the importance of having a strong online presence and leveraging various digital platforms to reach and engage with your target audience. One often overlooked yet highly valuable asset in this regard is the humble Yahoo account. While many may perceive Yahoo as a relic of the past, the truth is that these accounts still hold immense potential for businesses of all sizes.
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
The Evolution and Impact of OTT Platforms: A Deep Dive into the Future of Ent...ABHILASH DUTTA
This presentation provides a thorough examination of Over-the-Top (OTT) platforms, focusing on their development and substantial influence on the entertainment industry, with a particular emphasis on the Indian market.We begin with an introduction to OTT platforms, defining them as streaming services that deliver content directly over the internet, bypassing traditional broadcast channels. These platforms offer a variety of content, including movies, TV shows, and original productions, allowing users to access content on-demand across multiple devices.The historical context covers the early days of streaming, starting with Netflix's inception in 1997 as a DVD rental service and its transition to streaming in 2007. The presentation also highlights India's television journey, from the launch of Doordarshan in 1959 to the introduction of Direct-to-Home (DTH) satellite television in 2000, which expanded viewing choices and set the stage for the rise of OTT platforms like Big Flix, Ditto TV, Sony LIV, Hotstar, and Netflix. The business models of OTT platforms are explored in detail. Subscription Video on Demand (SVOD) models, exemplified by Netflix and Amazon Prime Video, offer unlimited content access for a monthly fee. Transactional Video on Demand (TVOD) models, like iTunes and Sky Box Office, allow users to pay for individual pieces of content. Advertising-Based Video on Demand (AVOD) models, such as YouTube and Facebook Watch, provide free content supported by advertisements. Hybrid models combine elements of SVOD and AVOD, offering flexibility to cater to diverse audience preferences.
Content acquisition strategies are also discussed, highlighting the dual approach of purchasing broadcasting rights for existing films and TV shows and investing in original content production. This section underscores the importance of a robust content library in attracting and retaining subscribers.The presentation addresses the challenges faced by OTT platforms, including the unpredictability of content acquisition and audience preferences. It emphasizes the difficulty of balancing content investment with returns in a competitive market, the high costs associated with marketing, and the need for continuous innovation and adaptation to stay relevant.
The impact of OTT platforms on the Bollywood film industry is significant. The competition for viewers has led to a decrease in cinema ticket sales, affecting the revenue of Bollywood films that traditionally rely on theatrical releases. Additionally, OTT platforms now pay less for film rights due to the uncertain success of films in cinemas.
Looking ahead, the future of OTT in India appears promising. The market is expected to grow by 20% annually, reaching a value of ₹1200 billion by the end of the decade. The increasing availability of affordable smartphones and internet access will drive this growth, making OTT platforms a primary source of entertainment for many viewers.
Industrial Tech SW: Category Renewal and CreationChristian Dahlen
Every industrial revolution has created a new set of categories and a new set of players.
Multiple new technologies have emerged, but Samsara and C3.ai are only two companies which have gone public so far.
Manufacturing startups constitute the largest pipeline share of unicorns and IPO candidates in the SF Bay Area, and software startups dominate in Germany.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Building Your Employer Brand with Social MediaLuanWise
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement – helping to position your organization as an employer of choice in today's competitive talent landscape.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
3 Simple Steps To Buy Verified Payoneer Account In 2024SEOSMMEARTH
Buy Verified Payoneer Account: Quick and Secure Way to Receive Payments
Buy Verified Payoneer Account With 100% secure documents, [ USA, UK, CA ]. Are you looking for a reliable and safe way to receive payments online? Then you need buy verified Payoneer account ! Payoneer is a global payment platform that allows businesses and individuals to send and receive money in over 200 countries.
If You Want To More Information just Contact Now:
Skype: SEOSMMEARTH
Telegram: @seosmmearth
Gmail: seosmmearth@gmail.com
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
2. IRS Circular 230 Required Notice--IRS regulations require that we inform you
that to the extent this communication contains any statement regarding federal
taxes, that statement was not written or intended to be used, and it cannot be
used, by any person (i) for the purpose of avoiding federal tax penalties that
may be imposed on that person, or (ii) to promote, market or recommend to
another party any transaction or matter addressed herein.
2
3. Agenda
y We take certain ideas of how our IRS
exam will play out and have certain
expectations on the people involved.
y But those ideas needs to be in check
y Understand how to manage the new
IDR process to benefit your case.
y Why you need to develop a plan and
while the exam is underway, because
sometimes it is not as always as
expected.
milestones, that keeps all parties
accountable to deadlines.
y What happens when the exam gets off
script? How do you get it back on
track?
3
4. Example of Expectations
ISSUE: R&D Credits
y Spend time and consume valuable corporate
resources capturing documentation on projects
before return is filed
y Spend more time reviewing and improving
documentation when it become apparent that IDR
will be issued
yy Expect the documentation to be sufficient
y Expect the IRS to assign experienced and qualified
“experts” to the audit who will have time for the
audit
4
5. Example of Expectation-Cont.
y Expect the IRS will review the information they
requested in the IDR before jumping to doing
“interviews”
y IRS Engineer receives documentation, but
immediately requests interviews and says it is
standard procedure
y Do you acquiesce and allow the interviews?
y What are your options, any?
5
6. Preferred R&D Credit Documents
yy To interview or not to interview?
y Do the courts place more value on
contemporaneous documentation or oral testimony?
y If there is a document showing or explaining the
process of experimentation, why perform an
interview on the same topic?
y Should interviews during exam only be used if the
documentation is not sufficient? Engineer, agent,
and consultant should give reason as to the
necessity of such interviews.
6
8. Managing IDR process
y Establish regular discussion with your IRS team; suggest
regular meetings
y Know your issue
y Limit IDR scope
y Educate the IRS via presentations and conversations
y Review and suggest wording changes to “draft” IDR
y Determine the amount of detail you provide in writing
y Establish working procedures with the IRS team leader
y You don’t want IDRs coming from multiple disciplines (exam
agent, engineers, consultants, computer specialists, etc.)
y Have a response date in mind
y Plan ahead for problems and delays and make sure IRS commits
in writing to review response by a given date
y Stick with the pre-agreed response time (30 days), never
commit to a shorter time 8
9. Best practice for IDR process
y Keep certain IDRs in “draft” as long as possible
y IDRs in draft form do not start the clock and can help
in preparing for time consuming IDRs
yy Identify sources of information early and identify
their schedule bottlenecks
y Prepare IDR log with timeline for response, dates,
and sources
y Prepare internal factual memo on IRS conversations
y Send correspondence to agent with what was
discussed and agreed
y Send in such a way to require IRS to respond in the
affirmative
9
11. Keeping to the plan
yy At the beginning of the exam, the IRS should follow its
Quality Examination Plan (QEP) principles
y These include key milestone dates and typical response times to
issues
y It is not within the QEP for the IRS to withhold any
feedback to the taxpayer during review
y There should be periodic feedback on resolving the issues
y Request copy of Risk Analysis Worksheet which will
indicate areas where IRS will focus audit
y Getting specialists involved from the IRS can deviate
from the plan
y It is important to inform your agent if a specialist is not
following the agreed upon plan 11
12. Getting back on track
y Periodic conversations with the agent and if
necessary their manager
yy If a specialist is assigned, remember that they have
a manager too and different priorities
y Make the exam team aware of missing deadlines for
both the taxpayer and the IRS
y Elevate further if necessary
y There are managers for the managers and don’t
accept the reason, “well this is the way it has always
been done”
12