Course Library

Step into a world where ethics shape destinies and decisions resonate with integrity.This CPE Ethics Session will delve into the profound realm of ethics and its impact on our choices. From the roots ...

In this session, advisors will gain critical insights into the evolving regulatory landscape impacting investment advisers. Compliance expert, Max Schatzow, will explore FinCEN’s final rule expanding ...

This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and f ...

This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance (A-B-C-Ds) are impacting the accounting ecosystem supporting transaction record ...

AI-powered accounting software offers numerous benefits, including increased efficiency, reduced errors, and improved client service. By automating tasks and providing advanced analytics, accountants ...

This webinar will discuss the accounting treatment and other implications of often-overlooked alternatives to a traditional leveraged ESOP deal structure.

Ever wondered what goes on behind the scenes when an employer needs to address concerns about workplace behavior? Its like uncovering a mystery, where every clue counts. But having a hotline or report ...

Research suggest that most clients report that they leave a financial professional relationship because communication breaks down and fails.  This Exquisite Listening® workshop focuses on practicing t ...

In this two-hour LIVE Webcast, a panel of key thought leaders and professionals assembled by The Knowledge Group will provide the audience with an overview of the significant issues as well as recent ...

Many free and low-cost Excel add-ins are available to enhance the already-robust functionality found in Excel. Included are Microsoft's Fuzzy Lookup add-in along with countless Excel add-ins from the ...

External auditing continues to evolve as new standards, technologies, and risks reshape the profession. With the AICPA, PCAOB, and SEC all releasing updated rules and expectations, auditors face growi ...

Given the economic volatility that has arisen since the onset of the pandemic there are many factors that impact valuations that are outside the control of management. Let's explore how inflation, sup ...

Single ticker asset allocation mutual funds and ETFs are convenient, but they have serious drawbacks—particularly for retirees.  This webinar explores the concept of “external vs internal” diversifica ...

Leadership is not a title but an action you exhibit daily through being an example. The foundation for extraordinary leadership starts with extraordinary thinking. How you think creates the action you ...

This course is designed for individuals with a high level of aptitude in using Excel functions and formulas.  The function categories range from Math and Trig, Date and Time, Text, Lookup and Referenc ...