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This CISR Commercial Casualty I Course strengthens your ability to have productive, confident interactions with your commercial customers in the area of commercial casualty exposures and coverages. Yo ...

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This course, like Commercial Casualty I, expands your ability to have a confident relationship with your commercial customers in the area of commercial casualty exposures and coverages. In Commercial ...

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Insurance professionals need training in the risk management process for two reasons. First, insurance is an integral part of their client’s overall risk management program. Second, services provided ...

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Commercial property insurance is one of your business customers’ greatest concerns. You’ll improve your cross-selling abilities with up-to-date knowledge of commercial property coverage and reduce E&O ...

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After taking the CISR Insuring Personal Auto Course, you’ll be able to assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may ...

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The CISR Personal Residential Course helps you develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance. More importantly, you w ...

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This course helps build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the f ...

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The CISR Personal Lines — Miscellaneous Course addresses the coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal Auto Policy for exposures crea ...

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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 ...

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The Internal Revenue Service (IRS) continues to intensify its enforcement initiatives on delinquent taxpayers through the new issue-focused approach. The IRS has also become more aggressive with its m ...

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The Indebtedness in Civilian Payroll course is designed to strengthen the Payroll Technician’s knowledge of procedures related to indebtedness processing and debt collections in the Defense Civilian P ...

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The Indebtedness in Civilian Payroll course is designed to strengthen the Payroll Technician’s knowledge of procedures related to indebtedness processing and debt collections in the Defense Civilian P ...

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The Civilian Pay Retirement course is designed to strengthen the Payroll Technician’s knowledge of civilian retirement processing.  It refines the techniques for researching web-based publications use ...

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The Thrift Savings Plan in Civilian Payroll course is designed to strengthen the Civilian Payroll Technician’s knowledge of the procedures related to TSP processing.  It refines techniques for using w ...

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This course covers claiming dependents - qualifying children and qualifying relatives. The rules have some overlap but there are significant differences between the two. A qualifying child opens the d ...

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This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to the Section 41 Research and Development (R&D) Income Tax Credit. The panel will discuss how t ...

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The Risk Assessment Standards have been mandatory for almost ten years. Do you feel comfortable with them yet? Are your audit engagements profitable? Is your peer reviewer happy with your documentatio ...

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The Auditing Standards Board's clarified standards are now effective for all audit engagements. This multiyear project has effectively rewritten and revised all standards related to conducting audits ...

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In Part 1 of this 4-Part webinar series, you will learn strategies for writing in a reader-friendly style. By applying these strategies, you will be able to avoid misunderstandings in your emails and ...

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The Auditing Standards Board's Clarity Standards are now fully in effect. This multiyear project effectively rewrote all of the professions audit standards. These revised standards contain numerous co ...

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This course provides a comprehensive overview of classification problems, solutions, and interpretations along with walkthroughs of real-world scenarios. Classification problems are one of the most co ...

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This course looks at classification models in Alteryx. You’ll use sample data to train and validate a predictive model. You’ll see several techniques, then export the preferred models and fit them to ...

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This course looks at classification models in Alteryx. You’ll use sample data to train and validate a predictive model. You’ll see several techniques, then export the preferred models and fit them to ...

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This course covers classification of nonresident entities for United States tax purposes. Coverage begins with classification of organizations as separate from taxpayers, then discusses classification ...

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This course begins by discussing the concept of classification and its important role on the financial statements, and then moves into coverage of the company’s two primary forms of financing: debt an ...

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Cloud Security World 2016

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Help a homemade meal kit delivery company with a data problem that's breaking customer trust. You’ll connect to data from multiple online sources and then apply data cleaning best practices to create ...

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In this course, we'll use Tableau Prep's basic cleaning tools. We'll prepare a dataset with many errors for use with Tableau Desktop.

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In this course, we'll use Tableau Prep's basic cleaning tools. We'll prepare a dataset with many errors for use with Tableau Desktop.

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Are you ready to master the critical steps in completing and e-filing tax returns using Drake Tax Software?This CE course, which is part of the Drake Tax Software 1065 Filings series, will walk you th ...

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Clergy housing and the IRS tax rules surrounding the housing allowance can be tricky for tax professionals to navigate. Many may not fully understand the unique tax advantages and implications for min ...

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Clergy housing and the IRS tax rules surrounding the housing allowance can be tricky for tax professionals to navigate. Many may not fully understand the unique tax advantages and implications for min ...

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The rise of online ordinations has made it easier than ever for individuals to become ministers. But does that title automatically grant them tax benefits like the housing allowance exclusion? The IRS ...

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Did you know that ministers can access unique tax advantages that significantly impact their current and future financial well-being? Clergy members face a complex tax landscape, but with proper plann ...

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Did you know that ministers can access unique tax advantages that significantly impact their current and future financial well-being? Clergy members face a complex tax landscape, but with proper plann ...

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Providing higher value added services through collaborative bookkeeping and accounting services is a valuable client advisory service. Learn strategies to run a successful practice, understand how to ...

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Engagement management is a term that is mostly associated with project management. It is a management process that brings together client relations (sales and support), project management, delivery, a ...

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Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. This module will provide guidance on how to maximize return on time spent with critic ...

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Learn how to setup client profiles and projects. Learn about workflow in CCH. Learn how different fields interact with different systems.

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Are you tired of client meetings that feel like routine check-ins focused solely on compliance? What if those meetings could be opportunities to uncover hidden growth potential, strengthen client rela ...

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Exceptional client service is a competitive advantage that accelerates the growth of your firm.  This session will explore the steps for developing, training and sustaining exceptional client service ...

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Traditionally, fixed income investments preserve capital and provide modest income to investors. In this session, we will analyze and discuss the impact of rising rates on longer-term fixed income sec ...

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This course provides continuing professional education (CPE) to enhance competence in preparing income tax returns for individuals. Subject matter includes information about the effect of children and ...

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Climate-change and sustainability are topics that are increasingly on the minds of investors and other stakeholders. Companies are increasingly subject to nonfinancial reporting requirements relating ...

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Climate-change and sustainability are topics that are increasingly on the minds of investors and other stakeholders. Companies are increasingly subject to nonfinancial reporting requirements relating ...

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This course reviews the prevailing sustainability reporting and the nonfinancial reporting frameworks. This course also reviews the accounting for climate change risks under U.S. GAAP and Internationa ...