Course Library

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Learning Objectives: Apply the professional definition of motivation, as it is applied to the work environment Identify content and process theories of motivation Recognize how to assess and address i ...

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Learning Objectives: Conduct work analysis and performance evaluations Recognize autonomous work groups and how they can contribute to the efficiency of the organization

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Learning Objectives: Discover the importance of employee-employer relationships and how to cultivate them Learn how to conduct company and employee needs assessments Become familiar with the topics of ...

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Learning Objectives: Apply the professional definition of motivation, as it is applied to the work environment Identify content and process theories of motivation Recognize how to assess and address i ...

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Learning Objectives: Describe why financial statements are important and how they are used Describe the four financial statements and explain how they differ List the 5 basic questions, in order, that ...

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Learning Objectives: List the five steps involved in the new revenue recognition model Recognize the considerations involved in identifying whether a contract exists Identify the considerations involv ...

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Learning Objectives: Demonstrate awareness of contemporary ethical dilemmas in business Identify specific methods for intentionally responding to ethical dilemmas Articulate the types of decisions and ...

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Learning Objectives: Articulate how COVID has helped inform business best practices and work culture Discuss importance of disaster recovery State best practices for remote work in virtual settings Ex ...

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Learning Objectives: State the foundations of the management profession Plan, forecast, benchmark, and set objectives Effectively program, schedule and organize for results Explain various quantitativ ...

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Learning Objectives: Determine the skills needed to be a valuable manager and an effective leader, Identify the main functions of management, Select Quantitative Methods to analyze financial informati ...

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Learning Objectives: List the different methods used for presenting the statement of cash flows Differentiate between operating, financing, and investing activities in the statement of cash flows Reco ...

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Learning Objectives: Prepare a statement of cash flows under both the direct and indirect formats from two balance sheets and an income statement Identify the key elements of cash flow analysis and ho ...

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Learning Objectives: Explain key points of delivering inspired and effective presentations Articulate the link between executive presence and presentation skills Discuss ways of delivering memorable a ...

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Learning Objectives: Recognize overall financial statement presentation requirements Identify requirements for discontinued operations and liquidation basis of accounting reporting Determine when cert ...

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Learning Objectives: Identify the different sections of the AICPA Code of Professional Conduct List the key steps within the conceptual framework approach Differentiate among threats for members in pu ...

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Learning Objectives: Understand how to leverage different industry tools and tailor them for personal use in a self-management plan Recognize different strategies to use during various stages of the i ...

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Learning Objectives: Explain the COSO model for enterprise risk management Identify different processes at every level of the framework Specify vital risk considerations within the COSO model

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Learning Objectives: Identify the SEC Regulation applicable to MD&A Recognize the primary objective and focus areas related to MD&A Identify key information that should be included within a company's ...

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Learning Objectives: Explain why self-evaluation, reflection and strategic planning are indispensable for financial organizations Recognize the importance of adaptation and change in the modern financ ...

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Learning Objectives: Describe the basic concepts of accounting, including business transactions, journal entries, accounting categories and reporting methods Make adjusting entries to various business ...

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Learning Objectives: Define and distinguish how finance adds value to any organization Explore the emerging mandates of finance in the areas of sustainability, automation, and data Adopt new ways to m ...

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Learning Objectives: Recognize how the new leasing standard has evolved and how the new standard is organized Determine whether an arrangement contains a lease Identify considerations with respect to ...

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Learning Objectives: Develop an understanding of key financial principles Explain the importance of concepts like forecasting, debt leverage, and financial analysis Articulate complex financial concep ...

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Learning Objectives: Discuss how personal, moral choices impact the ability to lead effectively Articulate the broad impact different actions have on followers and productivity Identify ways unethical ...

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Learning Objectives: Use the concept of interest and time value of money Define value creation Link value creation to return on equity and how it is affected by management's operating, investing, and ...

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Learning Objectives: Articulate how to appropriately develop organizational mission parameters Define corporate vision and values Demonstrate how to conduct situational analysis Explain the process of ...

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Learning Objectives: Define the concept of time value of money Explain how to compute the future value of a variety of cash flows Explain how to compute the present value of a variety of cash flows Ex ...

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Learning Objectives: Define the concept of time value of money Explain how to compute the future value of a variety of cash flows Explain how to compute the present value of a variety of cash flows Ex ...

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Learning Objectives: Recognize key sections and organization of the AICPA Code of Professional Conduct Identify the steps included within the conceptual framework approach Distinguish threats for memb ...

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Learning Objectives: List the different methods used for presenting the statement of cash flows Differentiate between operating, financing, and investing activities in the statement of cash flows Reco ...

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Learning Objectives: Articulate the twelve necessary steps for securing a home Wi-Fi network Discuss the necessary steps for ensuring a safe and secure working environment Understand how programs like ...

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TCJA – A Complete Review of the Tax Cuts and Jobs Act – 30 hr. CPE course The Tax Cuts and Jobs Act (TCJA) dramatically changed the US tax code in 2018. This course provides a thorough review of the e ...

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This is for any tax professional looking to advance your knowledge in tax interest and penalties calculations. The live (Group-Internet Based) webinar will educate tax professionals about interest and ...

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Want to learn more ways to implement CAS (Client Advisory & Accounting Services) into your firm? Join this course and dive in deep with Jacqueline as she describes all of the wonderful ways that your ...

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Winning business away from other advisors was ranked the number one growth opportunity for DC plan advisors.  To remain competitive, DC advisors must align their service models with the evolving needs ...

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Are your sales and marketing strategies driving revenue and creating positive client relationships? This course provides participants with the skills to design a structured process for developing long ...

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Too many fiduciary planners shy away when it comes to selling their services and unique value proposition. But marketing and sales go hand in hand. Getting the word out through a thoughtful marketing ...

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A two-hour webinar to update members of the compliance community on the current BSA/AML Examination. In April 2020, the regulatory agencies transitioned from a “paper-book” examination materials forma ...

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Agenda: William F. Gray, Jr., Partner Torys LLP What are the Safe Harbors insulated from attack as fraudulent transfers? The scope of the Safe Harbor for Settlement of Securities Contracts Limitations ...

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Charitable planning is a growing need for individuals and families as they work with their financial, tax, and legal advisors to maximize the charitable legacy and impact they can have on the communit ...

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Charitable planning continues to grow in relevance to individuals and families as a result of the demographics in our country and the evolving intergenerational transfer of wealth. Much complexity is ...

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With the passing of the Tax Cuts and Jobs Act in December of 2017, new legislation was put in place that altered income taxes, particularly for small businesses and their owners. Section 199A is by fa ...

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The Tax Cuts and Jobs Act of 2017 (TCJA), signed into law during the closing days of 2017, affects the tax planning and income tax liability for many taxpayers. Among those for whom the TCJA will have ...

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In part two of this series on the Section 199A changes, we will examine Specified Service Trade or Business (SSTB), which includes a trade or business involving the performance of services in the fiel ...

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This course was published on 5/18/2020. The Conflict Management course discusses the causes of conflict, the choices available for how to deal with it, how to assess a conflict, and how to work throug ...

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This course was updated on 5/21/20. This course provides step by step instructions for creating Excel Worksheets using best practices, which will ensure calculation accuracy and data clarity. Special ...

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This course was updated on 4/28/2017. This course uses practical examples to provide an overall understanding of time value of money concepts and to illustrate time value of money functions in Microso ...

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Publication Date: 4/24/2020. The Fraud Schemes course describes the different types of fraud schemes that may be perpetrated against a business. These schemes are broken down into schemes by employees ...

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Study after study indicates health is a top concern among retirees.  At the same time the cost of current and projected health care expenses continues to grow at a pace far exceeding overall inflation ...

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This course was published on 2/1/2018. This course clarifies for the auditor every action needed to audit equity. It describes the characteristics of equity from an auditing perspective, and then goes ...