Course Library

Join us for the Business Builders Connection Conference, a remarkable event designed exclusively for small and solo firm members in the accounting and tax professional fields. Hosted by the esteemed M ...

o learn about the many challenges and opportunities that confront owners of privately-held businesses as they reach the point in their lives and careers when they must consider appropriate succession ...

This course will cover various topics and provide updates regarding the new CEI Accounting Org Structure, the Accounting Consultation Process, upcoming ASUs, accounting policies, internal controls gov ...

In today's digital age, cybersecurity is critical to the success of businesses, particularly for accountants who deal with sensitive financial information. This course aims to equip accounting profess ...

In today's digital age, cybersecurity is critical to the success of businesses, particularly for accountants who deal with sensitive financial information. This course aims to equip accounting profess ...

Join us for the Directors Forum! This two-day virtual event is designed for bank directors, presidents, CEOs, and executive staff. Experts will present timely and relevant topics that impact the banki ...

Participants explore how to achieve personal and interpersonal effectiveness, based on concepts from “The 7 Habits of Highly Effective People,” written by Stephen R. Covey. Participants not only learn ...

Participants will learn tips and tricks to creating engaging and powerful presentations. Content will range from basic PowerPoint rules and design to storyline and mental preparation. When they leave, ...

Participants will work through John C. Maxwell's ten leadership and team building principles that he believes everyone should know and understand in-order to move beyond simply managing people to lead ...

Experience connecting with yourself and with others in a unique way. Consider how the contribution of each individual helps to shape the overall finished product. Explore alternative ways to enhance c ...

In this unique, highly interactive workshop, participants will be invited to engage in activities designed to deepened their understanding of group/team through experiential learning exercises, partic ...

9:00-10:15 AM - Layoff Considerations:   Steve Rowe, Brett Carpenter, and Jesse St.Cyr This one-and-a-half-hour presentation will discuss layoff considerations, WARN Act and state law mini-WARN Acts, ...

This course examines and addresses the conduct standards within Circular 230.  The instructor will present topics on rules governing authority to practice, fees and solicitation of business, requireme ...

This course examines and addresses the conduct standards within Circular 230.  The instructor will present topics on rules governing authority to practice, fees and solicitation of business, requireme ...

This course provides an overview of the Medicare Advantage (MA) Bidding Process at Kaiser Permanente (KP).  It covers key aspects of a MA bid, key roles and responsibilities at KP, the Bid Pricing Too ...

The 2023 Community Bankers Workshop is an interactive seminar designed to help bank executive and mid-level officers, both new and experienced, stay abreast of the ever-changing business, economic, an ...

Individual edition is focused on combining the real-life experience of practicing CPAs with all the latest legislative developments enabling participants to quickly understand and implement tax reform ...

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual ...

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual ...

Individual edition is focused on combining the real-life experience of practicing CPAs with all the latest legislative developments enabling participants to quickly understand and implement tax reform ...

The purpose of this training is to provide an overview of financial requirements in the new direct DHCS contract that will cover all KFHP’s Medi-Cal members starting in 2024.  This includes quarterly ...

Time to prepare for the new FLSA overtime rule that will soon be issued by the Department of Labor.  This webinar will ensure you are prepared for compliance with this FLSA proposed overtime rule and ...

  Financial Empathy: Understanding the Story Beneath the Numbers The Great Economic Debate 2023 Diversity and Inclusion: Empathy or Sympathy Protecting Your Client's Financial Plan During Their Workin ...

This comprehensive course covers key tax issues for completing complicated individual returns including family return issues, taxpayers with investments, retirement income, the sole proprietor, and bu ...

This course addresses the fiduciary income tax return-Form 1041. Coverage includes essential terminology of decedent’s estates as well as the probate process. Trusts (simple vs. complex, revocable vs. ...

There is more than $33 trillion dollars in qualified accounts in this country, including IRAs, 401(k) and 403(b) plans.  All that money will be taxed upon distribution.  This seminar explores the tax ...

Are you an accountant or tax professional looking to level up your business? Unlock successful marketing secrets with our course: "The Power of Marketing." Join us on a transformative journey where yo ...

Interactive sessions. Practical insights. Peer-to-peer networking. Sessions include: Preparing for a Regulatory Deluge: Receive practical tips and up-to-date information to help you prepare for the up ...

Dr. Paul Bernstein, Kaiser Permanente official historian, will share our origins as the first true health care system and how that has impacted where we are today as an organization and how the organi ...

An experiential session created to highlight our current understanding and practices around Emotional Intelligence, through interactive debriefing methods, which include:  8/22/2023 6/20/2023 8/29/202 ...

Continue EQ1 - with a experiential session created to highlight our current understanding and practices around Emotional Intelligence, through interactive debriefing methods, which include:  Experient ...

A highly interactive workshop that engages leaders of all levels, coaching them in the real work of identifying and closing the trust gaps that exist. The course teaches managers and leaders pragmatic ...

The Secrets course simplifies into a step-by-step technique the very complex concepts of communicating and presenting effectively. The Hendrie Method™ teaches you to communicate effectively with anyon ...

This course focuses on the procedures, issues, and updates impacting property taxes, income taxes, and sales and use taxes. The course will also analyze tax incentives as well as updates from the Indi ...

In this class, participants will have the opportunity to examine their leadership style using a new model and some new lenses.•Examine leadership styles using a new lens. •Consider making adjustments ...

There are some schools of thought that believe that emotional intelligence is much more powerful that IQ in determining who emerges as a leader. IQ is a threshold competence, you need it but it doesn’ ...

A culture where there is weak accountability is one where those who see problems say nothing because they assume that they don’t have the authority to raise a concern. This mindset does not support a ...

Leaders are often told to ask the right questions and listen well. This program explores strategies to support leaders in putting that into action. Through virtual interactivity tools, this program is ...

Managing Teams Virtually is an experiential learning program designed to help leaders bridge the affinity gap for their teams. This program explores strategies for remote delegation, developing others ...

Training for Kaiser Permanente Information Technology (KPIT) on the Accounting Process for the capitalization process of Internally Developed Software, IDS. The course will take place on June 21st   

Training for Kaiser Permanente Information Technology (KPIT) updated Accounting guidelines on Business Labor Capitalization and Asset Useful Life as well as change management on certain Accounting hig ...