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Events

Financial diligence workshop topics for CPA firms and deal teams.

Workshop topicSeptember 15, 2026

Workshop topic: What a pre-QoE screen can and cannot tell you

Before debating a working capital target, agree on the accounts, periods, and operating assumptions that define the analysis. Contact Finsider to discuss a session; availability is not scheduled in this preview.

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Workshop topicSeptember 28, 2026

Workshop topic: Why evidence lineage matters in financial diligence

Reliable financial work needs explicit boundaries between reading a document, computing a value, proposing an interpretation, and approving a conclusion. Contact Finsider to discuss a session; availability is not scheduled in this preview.

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Workshop topicSeptember 29, 2026

Workshop topic: From screening to a CPA-led Quality of Earnings engagement

A first-pass financial screen should identify the next diligence questions, not turn incomplete records into definitive conclusions. Contact Finsider to discuss a session; availability is not scheduled in this preview.

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Workshop topicSeptember 29, 2026

Workshop topic: Cash proof: connecting reported performance to bank evidence

A financial finding becomes useful when another reviewer can reconstruct its source, calculation, assumptions, and decision. Contact Finsider to discuss a session; availability is not scheduled in this preview.

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Workshop topicOctober 6, 2026

Workshop topic: Working capital diligence starts with definitions

Explore how financial models can support evidence extraction and reviewer-led diligence. Contact Finsider to discuss a session.

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Workshop topicOctober 12, 2026

Workshop topic: Keeping professional judgment in AI-assisted financial diligence

The transition from a screen to QoE begins with scope, evidence requirements, and professional judgment, not a change in the report title. Contact Finsider to discuss a session; availability is not scheduled in this preview.

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Workshop topicOctober 18, 2026

Workshop topic: What a pre-QoE screen can and cannot tell you

Discuss financial screening, transaction readiness, and the questions deal teams should resolve before a CPA-led QoE.

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Workshop topicOctober 19, 2026

Workshop topic: Why evidence lineage matters in financial diligence

Cash and earnings tell related but different stories. A useful cash proof makes timing, coverage, and reconciliation differences explicit. Contact Finsider to discuss a session; availability is not scheduled in this preview.

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Workshop topicOctober 20, 2026

Workshop topic: From screening to a CPA-led Quality of Earnings engagement

Before debating a working capital target, agree on the accounts, periods, and operating assumptions that define the analysis. Contact Finsider to discuss a session; availability is not scheduled in this preview.

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Workshop topicOctober 25, 2026

Workshop topic: Cash proof: connecting reported performance to bank evidence

Explore practical working capital analysis, cash proof, and review-ready evidence with Finsider.

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Workshop topicOctober 26, 2026

Workshop topic: Working capital diligence starts with definitions

Reliable financial work needs explicit boundaries between reading a document, computing a value, proposing an interpretation, and approving a conclusion. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more
Workshop topicNovember 1, 2026

Workshop topic: Keeping professional judgment in AI-assisted financial diligence

A first-pass financial screen should identify the next diligence questions, not turn incomplete records into definitive conclusions. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more
Workshop topicNovember 4, 2026

Workshop topic: What a pre-QoE screen can and cannot tell you

A financial finding becomes useful when another reviewer can reconstruct its source, calculation, assumptions, and decision. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more
Workshop topicNovember 9, 2026

Workshop topic: Why evidence lineage matters in financial diligence

The transition from a screen to QoE begins with scope, evidence requirements, and professional judgment, not a change in the report title. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more
Workshop topicNovember 30, 2026

Workshop topic: From screening to a CPA-led Quality of Earnings engagement

Discuss the boundaries between model outputs, deterministic calculations, and professional judgment in financial diligence.

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Workshop topicNovember 30, 2026

Workshop topic: Cash proof: connecting reported performance to bank evidence

Cash and earnings tell related but different stories. A useful cash proof makes timing, coverage, and reconciliation differences explicit. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more
Workshop topicDecember 1, 2026

Workshop topic: Working capital diligence starts with definitions

Before debating a working capital target, agree on the accounts, periods, and operating assumptions that define the analysis. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more
Workshop topicDecember 1, 2026

Workshop topic: Keeping professional judgment in AI-assisted financial diligence

Reliable financial work needs explicit boundaries between reading a document, computing a value, proposing an interpretation, and approving a conclusion. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more
Workshop topicDecember 6, 2026

Workshop topic: What a pre-QoE screen can and cannot tell you

A first-pass financial screen should identify the next diligence questions, not turn incomplete records into definitive conclusions. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more
Workshop topicDecember 7, 2026

Workshop topic: Why evidence lineage matters in financial diligence

A financial finding becomes useful when another reviewer can reconstruct its source, calculation, assumptions, and decision. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more
Workshop topicDecember 15, 2026

Workshop topic: From screening to a CPA-led Quality of Earnings engagement

The transition from a screen to QoE begins with scope, evidence requirements, and professional judgment, not a change in the report title. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more
Workshop topicOn request

Workshop topic: Cash proof: connecting reported performance to bank evidence

Cash and earnings tell related but different stories. A useful cash proof makes timing, coverage, and reconciliation differences explicit. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more

More discussion topics

Practical topics for CPA firms and deal teams. No event dates or previous attendance are implied.

August 31, 2026 Workshop topic

Workshop topic: Working capital diligence starts with definitions

Before debating a working capital target, agree on the accounts, periods, and operating assumptions that define the analysis. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more

August 5, 2026 Webinar

Workshop topic: Keeping professional judgment in AI-assisted financial diligence

Reliable financial work needs explicit boundaries between reading a document, computing a value, proposing an interpretation, and approving a conclusion. Contact Finsider to discuss a session; availability is not scheduled in this preview.

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July 22, 2026 Workshop topic

Workshop topic: What a pre-QoE screen can and cannot tell you

A first-pass financial screen should identify the next diligence questions, not turn incomplete records into definitive conclusions. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more

July 7, 2026 Workshop topic

Workshop topic: Why evidence lineage matters in financial diligence

A financial finding becomes useful when another reviewer can reconstruct its source, calculation, assumptions, and decision. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more

June 29, 2026 Workshop topic

Workshop topic: From screening to a CPA-led Quality of Earnings engagement

The transition from a screen to QoE begins with scope, evidence requirements, and professional judgment, not a change in the report title. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more

June 22, 2026 Workshop topic

Workshop topic: Cash proof: connecting reported performance to bank evidence

Cash and earnings tell related but different stories. A useful cash proof makes timing, coverage, and reconciliation differences explicit. Contact Finsider to discuss a session; availability is not scheduled in this preview.

Learn more