Description:

With the nation's financial future on the ballot in the November 3rd election, Covid remains a public health disaster and plagues the U.S. economy. This class for CFA®, CIMA®, CPA and CFP® professiona ...

Description:

This is an ethics course covering the general standards of professional conduct and business practices adhered to by CPAs in order to enhance their profession and maximize idealism, justice and fairne ...

Description:

This is an ethics course covering integrity, objectivity and independence ethical standards for CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with ...

Description:

This is an ethics course covering integrity, objectivity and independence ethical standards for CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with ...

Description:

One of the key events in the life of a CPA is selling one’s practice. This one-time event is fraught with issues that could severely impact one’s retirement. In the CPA Firm Mergers and Acquisitions c ...

Description:

In today’s fast-changing world of accounting and consulting, even the most powerful firms can be shaken by regulatory pressure, political shifts, and emerging technologies. Ever wondered why PwC is re ...

Description:

The world of Audit, Tax, and Advisory is undergoing a seismic shift. From cutting-edge technology to evolving client expectations and an influx of private equity investments, the industry is transform ...

Description:

What strategies can help your firm today and tomorrow? What technologies can support those strategies? The latest audit and tax technologies - in addition to niche areas such as collaborative accounti ...

Description:

In the ever-evolving landscape of public practice accounting, K2’s CPA Firm Technology and Management Update stands as a beacon of knowledge and innovation. This year’s session delves into the latest ...

Description:

CPA in Practice the Art of Mindfulness main focus is Mindfulness as a Key Tool of efficiency & effectiveness for CPAs and CPA Firms. This class will focus on bringing mindfulness in a ‘rubber meets th ...

Description:

In the fast-evolving world of accounting, keeping up with the latest developments is crucial for professionals striving to stay ahead. The accounting profession is undergoing major changes that impact ...

Description:

Description:

This course is based upon the reformatted AICPA Code of Professional Conduct

Description:

Value!…the holy grail of modern public accounting. But how do we go from wearing a green visor to becoming our clients most trusted advisor? We’ll discuss ways a CPA and their firm can recalibrate the ...

Description:

In an ever-evolving financial landscape, staying informed and equipped with the right knowledge is key to making sound decisions.In this course we will discuss the basics of trusts and their role in e ...

Description:

It’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try! During this course, we’ll review those common qualities found among us and discuss the ...

Description:

It’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try!   During this 1-hour on-demand webinar, we’ll review those common qualities found amon ...

Description:

It’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try!   During this course, we’ll review those common qualities found among us and discuss t ...

Description:

Expand your CPA or tax preparer expertise with this comprehensive timberland ownership course. Master complex tax implications, optimize ownership structures, and address estate planning challenges to ...

Description:

Navigating Oregon's complex forestry special assessment programs can be daunting for tax professionals. From understanding property tax programs like Small Tract Forestland (STF) and Designated Forest ...

Description:

Having trouble figuring out how to account for income and expenses on your client’s woodland? Join with Clint Bentz, CPA, CMA, former chairman of the American Forest Foundation and 2002 National Outst ...

Description:

Please join us for a one hour CPE / HRCI and SHRM accredited event discussing methods that select employers can use to: 1) Save on healthcare costs. 2) Complete fiscal budgets up to 2 months earlier t ...

Description:

  This course has been written to give financial advisors insurance agents working in the retirement marketplace a clear understanding of their fiduciary roles and responsibilities under ERISA and the ...

Description:

What's the best way to adjust the annual withdrawal from a retirement portfolio to account for inflation? Do you use an average inflation rate, such as 3%?  Or do you use the actual annual rate of inf ...

Description:

Thoroughly protecting the lifestyle of the affluent and high net worth client by insurance and risk management is the focus of this course. Learn to evaluate the often specialized coverage needs and g ...

Description:

Learn the steps of the risk management process for affluent and high net worth clients and the importance of incorporating risk management when structuring their insurance programs. Topics Covered: - ...

Description:

This course will help you to understand the complexities of serving high net worth clients. Develop a first-class affluent and high net worth personal lines division within an agency and feel confiden ...

Description:

This course is an analysis of primary personal lines policies available for insuring the complex lifestyle of the affluent and high net worth client. You will learn to explain and apply the difference ...

Description:

This workshop-style, hands-on session helps you to understand both the broker side and the company side of serving these clients. Successful role play is a part of the course and is a great way to pol ...

Description:

Join ProBank Education Services and FindCRA for a Two-Day CRA Officer Boot Camp! Elevate your CRA Program with our detailed workshop designed to provide you with the insights and tools you need to suc ...

Description:

Imagine a workplace where creativity thrives, innovation is a daily habit, and employees are genuinely empowered to unlock their full potential. This isn’t just a dream; it’s a necessity in today’s co ...

Description:

Imagine a workplace where creativity thrives, innovation is a daily habit, and employees are genuinely empowered to unlock their full potential. This isn’t just a dream; it’s a necessity in today’s co ...

Description:

Required Minimum Distributions (RMDs) are critical to retirement planning but often seem complex.Understanding RMDs is essential for retirees to navigate tax implications and ensure their financial se ...

Description:

Required Minimum Distributions (RMDs) are critical to retirement planning but often seem complex. Understanding RMDs is essential for retirees to navigate tax implications and ensure their financial s ...

Description:

The course is an introduction to the R&D tax credit and will cover three main topics: the four-part test for qualifying development projects, the two methods for calculating the R&D tax credit, and re ...

Description:

Explore the IRS Internal Revenue Manual like never before with our latest CPE webinar. Considered the agency's "bible," this publication contains all the necessary policies, procedures, instructions, ...

Description:

In the ever-evolving field of taxation and compliance, analyzing state nexus and income tax implications is crucial for professionals navigating the complexities of multi-state operations. With recent ...

Description:

In the ever-evolving field of taxation and compliance, analyzing state nexus and income tax implications is crucial for professionals navigating the complexities of multi-state operations. With recent ...

Description:

Corruption occurs at the local, national, and international levels. This continuing education course carefully defines corruption types, including bribery, kickbacks, conflict of interest, and the For ...

Description:

Description:

Have you ever wondered how businesses of different sizes and industries can be compared on a level playing field? The answer lies in common-size financial statements, a powerful tool for financial ana ...

Description:

In this podcast Christopher Rivera, Director Client relations, Entigrity Offshore Staffing, takes a conversation forward on Building Kickass Offshore Team with Ben Stanbury, Director, Prosper and the ...

Description:

This course introduces you to a working definition of culture and its impact on marketing.

Description:

Description:

Enhance your proficiency in investment analysis with this impactful two-hour course, focusing on mastering the preparation of investment cash flows and calculating returns. The course will reveal syst ...

Description:

Enhance your proficiency in investment analysis with this impactful two-hour course, focusing on mastering the preparation of investment cash flows and calculating returns. The course will reveal syst ...

Description:

Craig Israelsen, Ph.D. , has taught classes to candidates for the CFA-charter and about family financial management, at the graduate and undergraduate level, at universities for three decades. His cou ...

Description:

Are you tired of workplace drama stealing your joy and hindering your productivity? One of the most damaging aspects of a toxic organizational culture is the drama created by employees that leads to c ...

Description:

Are you tired of workplace drama stealing your joy and hindering your productivity? One of the most damaging aspects of a toxic organizational culture is the drama created by employees that leads to c ...

Description:

Hands-on introductory course where participants use OBIEE to develop requests for data and then create views such as tables, graphs, and pivot tables. Participants learn how to incorporate these views ...