Course Library

Table Views are a great way to give users access to custom tables from the Excel they know and love. Learn and practice how get and save data through Table Views. BYO training app!

Tableau Fundamentals Course Overview This course provides step-by-step instructions on how to build stunning, interactive visuals in Tableau, before publishing them as part of dashboards in Tableau Pu ...

In this course, you’ll act as a data visualization analyst for Calwest E-commerce. In that role, you’ll be fulfilling a set of business requirements to build several visuals and dashboards in Tableau. ...

Basics of using Tableau: What it is, Getting Started, Formulas, Dashboards & Tableau Server

Help a furniture chain store that's frustrating customers by delivering products with severe delays. You'll help them identify where the delays occur by building dashboards that deliver real-time insi ...

Roth Conversions have always had the potential to unlock hidden value. In the past, it was perhaps simple nominal conversions to take advantage of a low-income year. However, the SECURE Act expands th ...

Roth Conversions have always had the potential to unlock hidden value. In the past, it was perhaps simple nominal conversions to take advantage of a low-income year. However, the SECURE Act expands th ...

After John took off a significant part of 2012 when his children were born, he began to wonder why he had been working so many hours and if there was a better way. In this session he will share what h ...

In the battle for the best budgeting and planning solution, two heavyweights enter the ring—but only one can deliver the knockout punch your business needs. Are you stuck with rising costs, rigid mode ...

Year-end audits for many mean waiting for a PBC List from an Audit Team.  A properly organized, replicable process can not only achieve a timelier and more efficient audit but also limit the work requ ...

Covers the rules, taxes, and potential penalties associated with withdrawing funds from retirement plans. Offers details on early distributions used to pay higher-education expenses or health-insuranc ...

This presentation will cover the following. Tax Court is based in Washington, D.C., but its judges travel to hear cases on regular calendars in various cities around the country. **At trial, the TP ma ...

This course is designed to provide an overview of the importance of internal controls over financial reporting, auditor and auditee responsibilities of an audit engagement, and how to use the Georgia ...

2020 was an exceptional year for everyone, and like everyone, the hackers, scammers, and other technology criminals took advantage of new opportunities brought by COVID. Criminals reportedly used inno ...

The modern workforce has endured seismic shifts, from hiring booms to sweeping layoffs, rapid digital transformation, and relentless pressure to adapt, leaving HR and L&D leaders to steer organization ...

From fully remote operations to people-centric cultures and pay transparency, the world of work is changing rapidly. The war on talent has evolved and keeping our high performers is now more important ...

This course discusses how to create value from an intangible asset that is measured as a head count cost on the organizational balance sheet.

This program is designed to lay the foundation for effective succession planning and talent management. Learn about succession planning and how it aligns with and supports firm strategies and goals. D ...

Heightened fear of a recession makes it wise to prepare to talk with clients about what a bear market might look like. This is a lifeboat drill! You'll leave this session with the key points for talki ...

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various techniques to enhance their efficiency and productivity in Excel. Topics covered include ...

This course provides proven strategies to get control of e-mail overload and increase productivity and focus.

This course provides proven strategies to get control of e-mail overload and increase productivity and focus.

This course provides proven strategies to get control of e-mail overload and increase productivity and focus.

This course provides proven strategies to get control of e-mail overload and increase productivity and focus.

Expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.

Expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.

This course explains how to expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.

This course explains how to expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.

Avoid costly mistakes – get your overhead rate right the first time. Every year, firms are held liable for overhead rate errors. Given the complexity and ever-evolving nuances of FAR, ensuring accurac ...

Join us for the 2025 Tampa Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positiv ...

This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.

This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.

This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.

This session will analyze several topics that will likely be important to advisors as we head into 2016 and beyond. First, we will explore how advisors can develop succession planning or effective exi ...

This course explains how to develop you own Personal Marketing Plan to advance your career goals.

This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...

This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...

Tax & Financial Planning for Retirement integrates two important topics: federal taxation and retirement planning. Designed to improve the quality of services to clients and the profitability of engag ...

Identity Theft; updates on the Affordable Care Act, Washington/IRS, Federal Tax including Extenders; current A&A updates such as SSARS21; proposed changes to the AICPA Standards for Performing & Repor ...

We are seeing several new developments in labor laws applying to churches. We will discuss the new minimum salary for exempt employees and changes in independent contractor requirements. We will surve ...

Embark on a transformative journey with Bestgate Wealth Advisors in Frederick, MD in order to become a proficient advisor in tax-advantaged financial planning. Clients often look to their tax professi ...

As the modern finance world rapidly evolves with digital technologies, it’s essential for tax professionals to become proficient in harnessing AI to streamline tax operations and decision-making proce ...