Course Library

A discussion about current SEC examination priorities and compliance issues with senior regional officials from the SEC. Regulation S-P & Data Privacy: Practical tips to help you implement the SEC’s f ...

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 ...

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 ...

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 ...

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 ...

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 ...

An experiential session created to highlight our current understanding and practices around Emotional Intelligence, through interactive debriefing methods.

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 ...

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.

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 ...

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 ...

The speaker will give an overview of Medicare product used by the Kaiser Permanente organization. He’ll cover current product offerings along with 2026 product strategies and beyond. The speaker will ...

Training for Kaiser Permanente Information Technology (KPIT) accounting process for Year End.  During this course we will review deadlines, thresholds, and requirements specific to year end. . The cou ...

Training for Kaiser Permanente Construction Project Lifecycle. We will cover the different phases of the project lifecycle, the systems and SOX controls involved. Training held on 9/22/25 & 10/14/25

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 ...

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 ...

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 ...

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 ...

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 ...

To familiarize audience with Part D payment basics Part D bidding overview Inflation Reduction Act (IRA) & Part D Benefit Redesign 2025 Standard Benefit Design Key drivers of payment model Payment met ...

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 ...

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 ...

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 ...

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 ...

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 ...

In this session, participants will learn the meaniful and difficult discussions with an crucial impact. Effectively handling challenging coversations with building trust, enhancing collaboration and a ...

In this session, participants will engage with successful communication styles. Adapting messages to fit the audience, objectives and circumstances by boosting effectiveness, while cultivation emotion ...

This 405-minute course will be presented as a group internet based event on Monday, December 8, 2025. The course will provide attendee-instructor interaction, as well as certificates to those who comp ...

The NTSA Summit, February 23-25, 2025, is the premier 403(b) and 457(b) forum for education, compliance and sales ideas for producers, providers, agents, broker/dealers, sales and marketing managers, ...

In July of 2025, Congress passed, and the President signed the One Big Beautiful Bill (OBBB). That same month, the GENIUS Act also became law. Are you familiar with all the changes in these sweeping r ...

In July of 2025, Congress passed, and the President signed the One Big Beautiful Bill (OBBB). That same month, the GENIUS Act also became law. Are you familiar with all the changes in these sweeping r ...

Tax law is a moving target, and July 2025 brings more change to the crosshairs. From the IRSs plan to sunset the FIRE system to surprising updates tucked into the new OBBB legislation, professionals n ...

The IRS is making significant changes for 2025, and staying ahead of the game is essential for tax professionals. From new updates to W-2s and 1099s to changes in reporting overtime, tips, and energy ...

The IRS is making significant changes for 2025, and staying ahead of the game is essential for tax professionals. From new updates to W-2s and 1099s to changes in reporting overtime, tips, and energy ...

Electric vehicles and clean energy investments have become cornerstones of U.S. tax incentives, but the rules are evolving fast. With the Inflation Reduction Act and the One Big Beautiful Bill (OBBBA) ...

Electric vehicles and clean energy investments have become cornerstones of U.S. tax incentives, but the rules are evolving fast. With the Inflation Reduction Act and the One Big Beautiful Bill (OBBBA) ...

Tax rules are shifting, and professionals need to stay sharp. With the One Big Beautiful Bill creating temporary deductions for overtime and tips, payroll leaders and tax preparers must know which typ ...

NAPEO’s 2025 Operations Workshop, the newest NAPEO event will bring together all the operations professionals from the PEO industry in one place! This year’s workshop marks the convergence of two prev ...

Partnership taxation in 2025 continues to evolve through new legislation, IRS authority, and recent court decisions. For practitioners, these developments raise important compliance questions and shap ...

Partnership taxation in 2025 continues to evolve through new legislation, IRS authority, and recent court decisions. For practitioners, these developments raise important compliance questions and shap ...

Thinking about switching your payroll schedule?Whether its biweekly to semi-monthly or monthly to weekly, changing your payroll frequency sounds simplebut its a complex move packed with legal, logisti ...

Thinking about switching your payroll schedule? Whether its biweekly to semi-monthly or monthly to weekly, changing your payroll frequency sounds simplebut its a complex move packed with legal, logist ...

It has become critical for employers to understanding how to calculate tax for employees in 2 or more states. This webinar will give the participant a better understanding of the laws in each state an ...

With 2025 underway, payroll professionals must stay ahead of the game by ensuring all payroll processes align with the latest tax regulations. This course focuses on the most significant changes that ...

With 2025 underway, payroll professionals must stay ahead of the game by ensuring all payroll processes align with the latest tax regulations. This course focuses on the most significant changes that ...

The 2025 PEO Capitol Summit is the premier event dedicated to compliance and emerging legal issues specific to Professional Employer Organizations (PEOs). Join industry leaders in Washington, D.C., fo ...

-Participants will gain a thorough understanding of sales strategies specifically tailored to the Professional Employer Organization (PEO) industry, including how to identify and leverage unique value ...

This is the 2025 installment of our annual Public Company Seminar. Various speakers will present virtually on topics related to public companies. 

Objectives: - Understand new Statutory Accounting Principles adopted by the NAIC in Q1-25 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Stat ...

Objectives: - Understand new Statutory Accounting Principles adopted by the NAIC in Q2-25 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Stat ...