National Registry of CPE Sponsors

National Registry of CPE Sponsors

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  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Cryptocurrency has rapidly evolved from a niche digital asset to a major financial instrument impacting businesses and individuals alike. But how do crypto transactions affect your taxes? Whether you’ ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Cyber threats are evolving, and tax professionals are prime targets for cybercriminals. With new IRS requirements under the Gramm-Leach-Bliley Act, tax preparers now face increased responsibilities to ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Cyber threats are evolving, and tax professionals are prime targets for cybercriminals. With new IRS requirements under the Gramm-Leach-Bliley Act, tax preparers now face increased responsibilities to ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    How do businesses track the value of their equipment over time? What’s the best way to calculate depreciation efficiently without getting lost in complicated math? This CPE course offers a practical, ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Recent Congressional focus and well-publicized BSA enforcement actions and fines continue to support a climate where BSA compliance remains of paramount importance to all financial institutions. Treas ...

    Program Level:

    Basic

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Business Law

    Credit Hours:

    • 1 - 4 credits

    Description:

    Delivery Method:

    • Group Live

    Location:

    • MO
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 17 - 20 credits

    Description:

    Resilience in Action: Empowering Sustainable Futures and Transforming EHS for Global Impact   The role of the EHS executive is continuously evolving, shaped by shifting macroeconomic landscapes and or ...

    Program Level:

    Executive

    Delivery Method:

    • Group Live
  • Field of Study:

    • Business Law

    Credit Hours:

    • 1 - 4 credits

    Description:

    9:00 - 10:00 AM - Foundations of Controlled and Affiliated Service Groups: Jesse St.Cyr and Hannah Munn Determination of a controlled group or an affiliated service group can be complicated when takin ...

    Program Level:

    Basic

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • NC
  • Field of Study:

    • Regulatory Ethics

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course fulfills the Washington-specific ethics requirements approved by the Washington State Board of Accountancy and is valid until Dec 31, 2025.Join our exclusive CPE course, “2024-2025 Ethics ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Regulatory Ethics

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course fulfills the Washington-specific ethics requirements approved by the Washington State Board of Accountancy and is valid until Dec 31, 2025.Join our exclusive CPE course, “2024-2025 Ethics ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Economics

    Credit Hours:

    • 1 - 4 credits

    Description:

    This monthly, one-hour webinar, presented by Fritz Meyer—an independent economist and highly-rated educator—provides financial advisors with timely, data-driven analysis of the U.S. economy and global ...

    Program Level:

    Overview

    Delivery Method:

    • Group Internet Based

    Location:

    • NY
  • Credit Hours:

    • 1 - 4 credits

    Description:

    The US Treasury has established a new Beneficial Ownership reporting requirement under the Corporate Transparency Act for businesses. The purpose of this report is to help prevent financial crimes suc ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Internet Based
  • 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:

    • 1 - 4 credits

    Description:

    Participants will leave with an understanding of their own strengths and development opportunities during the ColorCode session, by allowing more proactive strategy that fosters a sense of "one team" ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Participants will be divided into teams and given a case study to prepare and present in the last session. Teams will work together to find solutions to a real-life workplace challenge by applying the ...

    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 self awareness designed to deepen 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. Increase awareness and understanding of unco ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 9 - 12 credits

    Description:

    An 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, prac ...

    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
    • Group Live

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    This Secrets for exceptions speaking course simplifies into a step-by-step technique the very complex concepts of communicating and presenting effectively. The Hendrie Method™ teaches participants to ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Dr. Paul Bernstein, one of Kaiser Permanente official historian, will share Kaiser’s origins as the first true health care system and how that has impacted where we are today as an organization. 2/18/ ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 9 - 12 credits

    Description:

    Using how we can 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 ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Mindfulness is paying attention (on purpose) in the present moment, without judgment. Participants will learn how to use mindfulness to relate differently to stress – through mindful movement, meditat ...

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    This course will provide participants with the mindset, skillset and toolset to enable them consistently to deliver successful projects to completion. Participants will be guided through the essential ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 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. 6/18/2025, 8/20/25, 8/27/25, 9/17/2 ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    Unconscious Bias offers a principle-based approach to identifying and addressing bias to increase individual and team performance. Every day, we are faced with countless bits of information while maki ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting (Govmnt)

    Credit Hours:

    • 1 - 4 credits

    Description:

    Every year brings a wave of changes to laws, regulations, and professional standards—and 2024 was no exception. For accountants and auditors, staying up to date is essential, but how can you navigate ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    Every year brings a wave of changes to laws, regulations, and professional standards—and 2024 was no exception. For accountants and auditors, staying up to date is essential, but how can you navigate ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Auditing (Govmnt)

    Credit Hours:

    • 1 - 4 credits

    Description:

    Government auditors are facing an evolving landscape of standards, regulations, and best practices that impact how they approach their work. With the recent and proposed standards issued by the AICPA ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Auditing (Govmnt)

    Credit Hours:

    • 1 - 4 credits

    Description:

    Government auditors are facing an evolving landscape of standards, regulations, and best practices that impact how they approach their work. With the recent and proposed standards issued by the AICPA ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Accounting
    • Finance
    • Specialized Knowledge

    Credit Hours:

    • 17 - 20 credits

    Description:

    Navigating Financial Vitality: Strategies for a Resilient Healthcare Future The US healthcare landscape requires a continuous balancing act between managing the business imperatives of today and creat ...

    Program Level:

    Executive

    Delivery Method:

    • Group Live
  • Field of Study:

    • Personnel/Human Resources

    Credit Hours:

    • 1 - 4 credits

    Description:

    Human Resources and the world of work in 2025 will be profoundly influenced by ongoing technological advancements, shifting workplace cultures, and the evolving demands of a dynamic and diverse workfo ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Personnel/Human Resources

    Credit Hours:

    • 1 - 4 credits

    Description:

    Human Resources and the world of work in 2025 will be profoundly influenced by ongoing technological advancements, shifting workplace cultures, and the evolving demands of a dynamic and diverse workfo ...

    Delivery Method:

    • Group Internet Based
  • 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:

    Overview

    Delivery 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:

    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 ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 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:

    • 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.

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    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 ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 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.

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Taxes

    Credit Hours:

    • 9 - 12 credits

    Description:

    Join the Section on Taxation for its 40th Annual Insurance Tax Seminar at the JW Marriott in Washington, DC on May 29-30, 2025. Seminar education will feature topical tax discussions between industry ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Live

    Location:

    • DC
  • Field of Study:

    • Business Law
    • Finance
    • Regulatory Ethics

    Credit Hours:

    • 13 - 16 credits

    Description:

    The 2025 Investment Adviser Compliance Conference is a comprehensive, two-day, in-person program that provides investment advisers with the most up-to-date information available on the changing regula ...

    Program Level:

    intermediate

    Delivery Method:

    • Group Live

    Location:

    • DC
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) accounting Prepaid Expenditure process. During this course we will review the prepaid expense process and how expenses are incurred in one ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) on the Accounting Process for qualified implementation costs for Cloud Computing without software license. The course will take place on Ju ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    In today's fast-changing world, businesses are constantly faced with new challenges, from evolving technologies to shifting consumer behaviors. But with every challenge comes an opportunity to grow an ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    In the ever-evolving work environment, the ability to engage in crucial and difficult conversations is essential. Navigating challenging conversations well fosters trust, stimulates collaboration and ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    In this session, will reflect on the developmment month of learning key takeaways, share personal insights, and inspire our finance community commited to continious learning and growth. Engaging moder ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Effective communication is essential for success in any setting. Tailoring messages to suit the audience, purpose, and context enhances impact, while developing emotional intelligence improves the abi ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    In this session, the leaders will discuss the challenges with change and how to develop and adjust with prioritizing resilience and adaptability with equiped individuals and learning essential skills ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
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