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Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Live
-
2024 CPA Summit: Investment Strategies for Concentrated Positions & Generating Income
13-Jun-2024 Mariner Wealth AdvisorsField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Live
-
2024 CPA Summit: Navigating Trust Services: Estate Planning for 2026 & Beyond
13-Jun-2024 Mariner Wealth AdvisorsField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Live
-
2024 CPA Summit: What to do when the IRS is Wrong, But Doesn't Know It Yet
14-Jun-2024 Mariner Wealth AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Using how we have crucial conversations, and Communication skills refresh to help communicate more effectively in life. Focus is on the written word, spoken word and on improving active listening tec ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Join Shehan Chandrasekera and Tyler Menzer for this roundtable discussion on the hottest trending cryptocurrency taxation issues. Heading into the 2024 tax season, more taxpayers than ever have exposu ...Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
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Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This webinar will equip participants with critical insights into recent regulatory and accounting changes affecting the industry, as well as proposed updates for 2025. To keep everyone up-to-date, the ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Explore the dynamic landscape of benefit plans. Join Jesse and Sam as they unravel the impact of SECURE 1.0 and 2.0, guiding you through the practical steps to navigate the evolving legislative terrai ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
Location:
- NC
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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 ...Delivery Method:
- Group Internet Based
- Group Live
Location:
- CA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course will discuss estate planning and estate taxes and the tools that are available for estate planning and will define the benefits of using each tool. At the end of this course, students will ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course will describe how to identify what is included in the gross estate and demonstrate how to calculate gross estate amounts, discuss portability, and explain the benefits of electing portabil ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
Discover the future of employee ownership at the 2024 Fall Forum! Our revamped, interactive format promises to deliver unparalleled insights and tangible takeaways, departing from traditional breakout ...Program Level:
AllDelivery Method:
- Group Live
Location:
- IN
-
2024 FARA Academy - Risk Adjustment Data & Analytics Forecasting Model
18-Dec-2024 Kaiser PermanenteField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Content: Introduction Risk Adjustment RADA Forecast Model Considerations for the future Q&A Objective: Provide a brief Risk Adjustment primer to ensure understanding of how risk scores change over t ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
The objective of this course is to inform the reader of the various changes affecting accounting and financial reporting, as well as a review and recall of existing accounting standards. Topics includ ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Auditing
Credit Hours:
- 21 + credits
Description:
The objective of this course is to inform the reader of the various changes affecting accounting and financial reporting, as well as a review and recall of existing accounting standards. Topics includ ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
In today's unpredictable and ever-changing economic landscape, financial planning requires a strategic approach to safeguard both personal and client well-being. This course provides essential insight ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
(6 Day Training) Using how we Influence skills refresh to help communicate more effectively in life. Focus is on the written word, spoken word and on improving active listening techniques. This experi ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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 ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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 ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
(3 Day Training) Based on the bestselling book “Emotional Intelligence,“ by Travis Bradberry & Jean Greaves, this class introduces the key concepts of emotional intelligence and understanding the link ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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 ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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, ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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 ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Tap into and leverage the creativity of diversity. Learn how to cultivate an organizational culture in which new ideas can flourish and innovation can take flight. 8/21/2024 6/19/2024 9/25/2024 8/28/2 ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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, par ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
An experiential session created to highlight our current understanding and practices around Emotional Intelligence, through interactive debriefing methods, which include: •Unconscious Bias Experienti ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
An in-depth look into Executive Finance Leadership and how they impact day-to-day operations. qLearn about the importance of being able to work across lines and engage all stakeholders, so that we can ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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 ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Based on the bestselling book “Emotional Intelligence,“ by Travis Bradberry & Jean Greaves, this class introduces the key concepts of emotional intelligence and understanding the link between EQ and b ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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 ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Being a fearless communicator takes time, effort, and skill. This course helps participants develop more effective communication skills, from 1:1’s to group presentations, using the Hendrie Method. Th ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Using how we Influence, and Communication skills refresh to help communicate more effectively in life. Focus is on the written word, spoken word and on improving active listening techniques. This expe ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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. In this unique, ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
This course will guide participants through the essentials of the people and project management process: Initiate, Plan, Execute, Monitor/Control, and Close. They will learn to implement a disciplined ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Tap into and leverage the creativity of diversity. Learn how to cultivate an organizational culture in which new ideas can flourish and innovation can take flight. Mindfulness is paying attention (on ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Unconscious Bias Experiential Learning Program will guide the participants to foster an inclusive work environment. Designed to help polish existing skills and improve professional image. This work se ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax levies and creditor garnishments can be some of the most complex tasks required of any payroll department. If garnishments are not handled correctly, you may find yourself facing situations that b ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course has been updated to reflect all current changes to tax law as practitioners prepare returns in 2020. It will explore the topic of gift taxes and explain when gifts are free of tax liabilit ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
2024 Healthcare Finance Institute New Orleans
07-Apr-2024 International Performance Management Institute (IPMI)Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
The US healthcare landscape requires a continuous balancing act between managing the business imperatives of today and creating sustainable organizations of tomorrow. Evolving Federal and State regul ...Program Level:
ExecutiveDelivery Method:
- Group Live
Location:
- LA
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This 400-minute course will be presented as a group internet based activity on October 30, 2024. The course will track attendance and participation and provide certificates to those who complete the c ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- IN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to numerous ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this course will go into detail regarding the updated basic standard d ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will also describe who is allowed to open and contribute to an IRA accou ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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 ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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’ ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
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 ...Delivery Method:
- Group Internet Based
Location:
- CA
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