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Field of Study:
- Accounting
Credit Hours:- 1 - 4 credits
Description:This course provides a high-level overview of the accounting and reporting requirements for business combinations under ASC Topic 805. The guidance aims to enhance the relevance, reliability, and comp ...Program Level:OverviewDelivery Method:- QAS™ Self Study
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Field of Study:
- Accounting
Credit Hours:- 1 - 4 credits
Description:This course provides a high-level overview of the accounting and reporting requirements for business combinations under ASC Topic 805. The guidance aims to enhance the relevance, reliability, and comp ...Program Level:OverviewDelivery Method:- Group Internet Based
- Group Live
- QAS™ Self Study
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Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:M&A accounting is key for building accurate models and assessing deals. This course covers fair value adjustments, goodwill, deferred taxes, and related fees. It explains stock vs. asset purchases and ...Delivery Method:- QAS™ Self Study
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Field of Study:
- Finance
- Management Services
- Personal Development
Credit Hours:- 13 - 16 credits
Description:Gain a 360-degree view of the overall M&A process, so you can anticipate next steps and be more effective managing the deal process. Participants leverage case studies and frameworks to understand how ...Program Level:BasicDelivery Method:- Group Live
- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:This course explores how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.Delivery Method:- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Description:In this course you will learn how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.Delivery Method:- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:This course explores how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.Delivery Method:- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:In this course you will learn how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.Delivery Method:- QAS™ Self Study
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M&A Growth Capital for ESOP-Owned Companies: Developing Trends
28-Sep-2023 National Center for Employee Ownership (NCEO)Field of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Program Level:AllDelivery Method:- Group Live
Location:- TX
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M&A Hot Topic: Avoiding Pitfalls in Working Capital Adjustments and Earnout Provisions
20-Oct-2016 Practising Law InstituteField of Study:- Accounting
Credit Hours:- 1 - 4 credits
Description:MA activity continues to be robust with many mega deals expected through the end of 2016 and into 2017. With the volume and size of transaction activity increasing, it is imperative for buyers and sel ...Delivery Method:- Group Internet Based
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M&A Hot Topic: Avoiding Pitfalls in Working Capital Adjustments and Earnout Provisions
20-Oct-2016 Practising Law InstituteField of Study:- Accounting
Credit Hours:- 1 - 4 credits
Description:MA activity continues to be robust with many mega deals expected through the end of 2016 and into 2017. With the volume and size of transaction activity increasing, it is imperative for buyers and sel ...Delivery Method:- Group Internet Based
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Credit Hours:
- 1 - 4 credits
Description:The Cox tax department provides four quarterly 1-hour CPE classes per year where tax department employees are provided an opportunity to develop new tax skills and increase their current abilities in ...Program Level:BasicDelivery Method:- Group Internet Based
Location:- GA
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M&A Update: ESOP Financing as a Viable Exit Strategy LIVE Webcast
28-Mar-2016 The Knowledge Group, LLCField of Study:- Finance
Credit Hours:- 1 - 4 credits
Description:An alternative exit strategy for owners of privately-held business trying to sell their business in this challenging market environment for business buyers is a sale to a newly created Employee Stock ...Delivery Method:- Group Internet Based
Location:- NJ
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Field of Study:
- Accounting
- Auditing
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:This course will provide an overview of M&A considerations from a tax and accounting perspective. It will also cover OneStream, enterprise risk management and the control environment, and artificial ...Program Level:BasicDelivery Method:- Group Live
Location:- GA
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Delivery Method:- Group Live
Location:- NE
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Field of Study:
- Business Management and Organization
Credit Hours:- 1 - 4 credits
Description:M&A can bring new opportunities, team members, and resources to a firm, with all their associated excitement. But after the dust settles, there are often more nuanced and complicated effects on compan ...Delivery Method:- Group Live
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Macabacus is a powerful tool that makes financial analysts more productive and have better brand compliance when performing their work across Microsoft Office Applications including Excel, PowerPoint ...Program Level:BasicDelivery Method:- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:This course can help you efficiently configure Macabacus settings to help you get started with the software very quickly. Upload CFI settings used in our Modeling Guidelines and Financial Models. Conf ...Delivery Method:- QAS™ Self Study
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Machine Learning Audit Applications for AI Audit (JCAATs)
09-Aug-2025 International Computer Auditing Education AssociationField of Study:- Computer Software and Applications
- Information Technology
Credit Hours:- 1 - 4 credits
Description:This course provides hands-on training in applying machine learning techniques to audit analytics. Learners will explore how AI can automatically detect risks, identify anomalies, and group similar da ...Program Level:IntermediateDelivery Method:- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:- 21 + credits
Description:Delivery Method:- Group Live
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Macroeconomic Theory and the Current Environment
19-Jul-2022 The Financial Planning Association of MinnesotaField of Study:- Economics
Credit Hours:- 1 - 4 credits
Description:Summary: This presentation will evaluate the critical determinants of the power of monetary and fiscal policy. For monetary policy, this hinges on the factors that determine three critical variables, ...Program Level:OverviewDelivery Method:- Group Live
Location:- MN
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Field of Study:
- Communications and Marketing
- Computer Software and Applications
- Information Technology
Credit Hours:- 1 - 4 credits
Description:Learn about tools such as Macros and Mail Merge. This course also covers add-ins which are created by other companies to add even more functionality to Word.Delivery Method:- QAS™ Self Study
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Field of Study:
- Communications and Marketing
- Computer Software and Applications
- Information Technology
Credit Hours:- 1 - 4 credits
Description:Learn about tools such as Macros and Mail Merge. This course also covers add-ins which are created by other companies to add even more functionality to Word. -
Field of Study:
- Regulatory Ethics
Credit Hours:- 1 - 4 credits
Description:This course was updated on 2/15/2018. Bernard Madoff Investment Securities LLC was the source of the largest financial fraud in US history. The extent of the losses related to Madoffs Ponzi scheme ha ...Program Level:OverviewDelivery Method:- QAS™ Self Study
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Field of Study:
- Regulatory Ethics
Credit Hours:- 1 - 4 credits
Description:Delivery Method:- QAS™ Self Study
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Field of Study:
- Regulatory Ethics
Credit Hours:- 1 - 4 credits
Description:Bernard Madoff Investment Securities LLC was the source of the largest financial fraud in US history, where a simple Ponzi scheme generated losses that have been estimated at $50 - $65 billion. Unfort ...Delivery Method:- QAS™ Self Study
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Field of Study:
- Computer Software and Applications
Credit Hours:- 21 + credits
Description:Magnet AXIOM Advanced Mobile Forensics (AX300) is an expert-level four-day training course, designed for participants who are familiar with the principals of digital forensics and who are seeking to l ...Program Level:AdvancedDelivery Method:- Group Live
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Field of Study:
- Computer Software and Applications
Credit Hours:- 21 + credits
Description:Magnet AXIOM Advanced Mobile Forensics (AX300) is an expert-level four-day training course, designed for participants who are familiar with the principals of digital forensics and who are seeking to l ...Program Level:AdvancedDelivery Method:- Group Live
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Field of Study:
- Computer Software and Applications
Credit Hours:- 21 + credits
Description:This course is ideal for those who require intermediate-level training with a digital investigation platform that covers cases involving smartphones, tablets, computers, cloud data, in a single collab ...Program Level:IntermediateDelivery Method:- Group Live
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Field of Study:
- Computer Software and Applications
Credit Hours:- 21 + credits
Description:This course is ideal for those who are just entering the digital forensics field — whether you are brand new to the team or just new to the role. Forensic Fundamentals - AX100 will utilize Magnet Fore ...Program Level:BeginnerDelivery Method:- Group Live
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Field of Study:
- Computer Software and Applications
Credit Hours:- 21 + credits
Description:Whether you are looking to gain expertise in smartphone or computer digital forensics using Magnet IEF, IEF Examinations - IEF200 is the right course for you. Participants will gain expert-level compe ...Program Level:IntermediateDelivery Method:- Group Live
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Field of Study:
- Specialized Knowledge
Credit Hours:- 5 - 8 credits
Description:this eight-credit hour course examines long-term care planning options and strategies for the elderly in Maine, Learners will be able education learners on long-term care insurance options, reverse mo ...Program Level:IntermediateDelivery Method:- Group Internet Based
- Group Live
Location:- ME
- WI
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Maintaining a Compliant Firm: Applying Best Practices and Avoiding Common Missteps IAR Title: Maintaining a Compliant Firm
Kitces.comField of Study:- Regulatory Ethics
Credit Hours:- 1 - 4 credits
Description:For many financial advisors, compliance can feel like a regulatory box to check in order to offer financial advice. But at its core, regulation is designed to protect consumers, and when the intent be ...Program Level:BasicDelivery Method:- Group Internet Based
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Credit Hours:
- 1 - 4 credits
Description:This course explores some of the common problems faced by companies as they grow, including issues of teams, trust and decision making.Delivery Method:- QAS™ Self Study
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Maintaining Partner Capital Account Balances: Preparing Workpapers, Documenting Allocations and Corrections
31-Oct-2017 Barbri, Inc.Field of Study:- Taxes
Credit Hours:- 1 - 4 credits
Description:This webinar will provide tax preparers and compliance professionals serving partnerships and LLCs with a solid and practical foundation to maintaining partners’ capital account balances, including ac ...Program Level:IntermediateDelivery Method:- Group Internet Based
- Group Live
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Field of Study:
- Specialized Knowledge
Credit Hours:- 21 + credits
Description:Delivery Method:- Group Live
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Field of Study:
- Specialized Knowledge
Credit Hours:- 21 + credits
Description:Delivery Method:- Group Live
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Field of Study:
- Specialized Knowledge
Credit Hours:- 21 + credits
Description:Delivery Method:- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:- 21 + credits
Description:Delivery Method:- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:- 21 + credits
Description:Delivery Method:- Group Live
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Field of Study:
- Accounting
Credit Hours:- 5 - 8 credits
Description:Delivery Method:- QAS™ Self Study
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Field of Study:
- Auditing
Credit Hours:- 5 - 8 credits
Description:Delivery Method:- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:- 5 - 8 credits
Description:Delivery Method:- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:- 5 - 8 credits
Description:This course explains the significant changes made to auditing standards by the Auditing Standards Boards Clarity Project that resulted in the issuance of SAS Nos. 122-129.Delivery Method:- QAS™ Self Study
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Field of Study:
- Auditing
Credit Hours:- 5 - 8 credits
Description:This course explains the significant changes made to auditing standards by the Auditing Standards Boards Clarity Project that resulted in the issuance of SAS Nos. 122-131. The course is written in a ...Program Level:OverviewDelivery Method:- QAS™ Self Study
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Major Changes to College Search for 2024
22-Oct-2024 The Financial Planning Association of MinnesotaField of Study:- Finance
- Specialized Knowledge
- Taxes
Description:SECURE Act updates have introduced significant changes to the college financial aid process in 2024 that will require new planning strategies for both parents and grandparents. New this year are rule ...Program Level:BasicDelivery Method:- Group Live
Location:- MN
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Major Compliance Risks When Using AI Tools (And Best Practices To Mitigate Them) and The Risks Of AI Meeting Notetakers: Evaluating Accuracy And Data Privacy In Tools
20-Oct-2025 Kitces.comField of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:This month, we review two Nerd’s Eye View blog articles: Major Compliance Risks When Using AI Tools (And Best Practices To Mitigate Them) and The Risks Of AI Meeting Notetakers: Evaluating Accuracy An ...Program Level:BasicDelivery Method:- QAS™ Self Study
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Credit Hours:
- 1 - 4 credits
Description:This module will show you how asset-backed securities are structured. Next, you'll learn how credit ratings are applied to ABSs, and how we can use these ratings to meet our investment goals. We'll al ...Program Level:BasicDelivery Method:- QAS™ Self Study
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Field of Study:
- Personal Development
Credit Hours:- 9 - 12 credits
Description:Delivery Method:- Group Live
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Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:Year-end portfolio reviews with clients can meander and lose direction. Focusing on the four topics outlined in this presentation helps you to always stay on course by teaching clients about good inve ...Program Level:OverviewDelivery Method:- Group Internet Based
Location:- NY