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Rapport building is pivotal groundwork for a trusting relationship. One sure fire way to build rapport and ultimately trust is by asking follow- up questions. In this presentation, advisors will learn ...

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FliP U presents the world’s first online course on followership. On any team you have two roles: sometimes you are leading, while sometimes you are following. Both roles are essential for your success ...

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The bull market, at 25 months-old, is a mere toddler compared to the 10-year bull run of the 1990s. Yet snce October 13, 2022, investors have experienced an astonishing rise in the value of the S&P 50 ...

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To update you on the latest rules for the footnotes and risk factor disclosures currently required in GAAP financial statements and SEC filings, and provide you with best practices to successfully pre ...

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To update you on the latest rules for the footnotes and risk factor disclosures currently required in GAAP financial statements and SEC filings, and provide you with best practices to successfully pre ...

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This course helps resolve confusion and offers realistic ways CFOs can ask more insightful questions.

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Participants who attend this can expect to learn: • Understand the fiduciary responsibilities of a plan sponsor • What are the best practices in today’s retirement plan marketplace • What to consider ...

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Hear former wealth advisor Mike Ricci share the truths he uncovered as he journeyed from asset management and financial planning to philanthropy and foundation work. You will learn how to identify the ...

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Revenue forecasting can be challenging, but sound forecasts are essential to government planning and the smooth operations of any government organization. In this course, learn about different types o ...

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Revenue forecasting can be challenging, but sound forecasts are essential to government planning and the smooth operations of any government organization. In this course, learn about different types o ...

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Walk through what a Rolling Forecast is and the thought process for designing a solution in OneStream for the impacts it can have on different areas of an application. RTX recently implemented Rolling ...

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This course teaches you some of the key principles and mistakes that are often made in forecasting and scenario planning.

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This course teaches you some of the key principles and mistakes that are often made in forecasting and scenario planning.

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This covers traditional approaches like direct and indirect cash flow forecasting, along with some common techniques used for treasury forecasting.

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This covers traditional approaches like direct and indirect cash flow forecasting, along with some common techniques used for treasury forecasting.

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This covers traditional approaches like direct and indirect cash flow forecasting, along with some common techniques used for treasury forecasting.

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This covers traditional approaches like direct and indirect cash flow forecasting, along with some common techniques used for treasury forecasting.

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Financial analysis is an area of opportunity and risk. Analysis should incorporate tests of sensitivity to changes in key variables using the most advanced tools available. Typical financial models do ...

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To provide accountants and other financial professionals with the tools and techniques to develop effective, efficient and robust models. You will learn how to use the models you create to produce act ...

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This course provides continuing professional education for tax professionals to enhance knowledge of tax treatment of issues commonly associated with clients who have property foreclosed or repossesse ...

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Understanding FBAR matters can create a whole new line of business for tax advisors, enrolled agents, and return preparers seeking to expand their US tax practice. Don’t lose potential clients because ...

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This module presents a summary of the Foreign Corrupt Practices Act (FCPA) key provisions, and includes real-life scenarios.

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This course offers guidelines to recognizing, understanding and dealing with bribery, corruption and compliance with FCPA.

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This course offers guidelines to recognizing, understanding and dealing with bribery, corruption and compliance with FCPA.

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Guidelines to recognizing, understanding and dealing with bribery, corruption and compliance with FCPA.

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Guidelines to recognizing, understanding and dealing with bribery, corruption and compliance with FCPA.

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Foreign Currency Accounting describes all accounting activities related to foreign currencies. There is complete coverage of the steps needed to convert foreign currency financial statements into the ...

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This course discusses the process of translating financial statements from foreign currency into U.S. dollars. It also covers the accounting and reporting of foreign currency transactions. Forward con ...

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This course describes all accounting activities related to foreign currencies. There is complete coverage of the steps needed to convert foreign currency financial statements into the reporting curren ...

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This course discusses the process of translating financial statements from foreign currency into U.S. dollars. It also covers the accounting and reporting of foreign currency transactions. You'll lear ...

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Doing business with customers overseas is good for your business. However, dealing with exchange rates and foreign currencies can be complicated. With QuickBooks Desktop, you can keep track of transac ...

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Not knowing how QuickBooks Desktop can track foreign currency transactions means that you are not providing your clients with the utmost expertise. Furthermore, it can cause you a lot of work at year- ...

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Become an expert on Foreign Exchange forwards using real-world scenarios which highlight the advantage of this Capital Markets product in hedging and trading. Learn all about how market professionals ...

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Learn the benefits of using non-deliverable forwards and the intricacies of the NDF markets. Learn the benefits of using non-deliverable forwards Explore the NDF market and various product structures ...

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This prep course on Foreign Exchange Essentials covers the fundamental knowledge you need to know about the FX markets. You will learn more about the historical development of the FX market, the diffe ...

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This webinar will provide accounting and tax professionals with a review of tax challenges for foreign investors in U.S. real estate, including form of ownership, IRS reporting obligations, and other ...

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This course covers all United States tax aspects of nonresident real estate investment. This course will cover the following Topics: • Effectively Connected Income • FDAP Income • Nonresidents - ECI v ...

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The latest statistics measuring the portfolio effects of foreign investing and the value of diversifiers and fixed Income. Dr. Craig Israelsen, who has taught college and post-graduate classes on fami ...

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Navigating tax compliance for foreign-owned U.S. corporations can be complex, but this course simplifies the process with practical insights and guidance.This course is part of the Drake Tax Software ...

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Navigating tax compliance for foreign-owned U.S. corporations can be complex, but this course simplifies the process with practical insights and guidance.This course is part of the Drake Tax Software ...

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