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  • 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:
    • Behavioral Ethics
    Credit Hours:
    • 1 - 4 credits
    Description:
    Fraud is always a pervasive risk and can create serious issues in financial reporting. By studying fraud case, the practitioner can become aware of patterns which will help to identify fraud. In this ...
    Program Level:
    Basic
  • 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:
    • 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:
    • 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:
    • Auditing
    Credit Hours:
    • 1 - 4 credits
    Description:
    Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements.  This course will provide an executive summary of the major changes i ...
    Program Level:
    Update
  • 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:
    • 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:
    • Taxes
    Credit Hours:
    • 5 - 8 credits
    Description:
    This 400-minute course will be presented as a group live and a group internet based event on Monday, September 29, 2025. The course will be presented at the Indianapolis Marriott East for in-person at ...
    Program Level:
    Intermediate
    Delivery Method:
    • Group Internet Based
    • Group Live
    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:
    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:
    This course provides an overview of Kaiser Permanente Information Technology (KPIT) accounting Interregional Recharge process. During this course we will review KP policy criteria & supporting documen ...
    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 the capitalization process of Internally Developed Software, IDS. The course will take place on July 22th at ...
    Delivery Method:
    • Group Internet Based
    Location:
    • CA
  • Field of Study:
    • Accounting
    Credit Hours:
    • 1 - 4 credits
    Description:
    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 ...
    Delivery Method:
    • Group Internet Based
    Location:
    • CA
  • 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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