Course Library

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Are your sales and marketing strategies driving revenue and creating positive client relationships? This course provides participants with the skills to design a structured process for developing long ...

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Too many fiduciary planners shy away when it comes to selling their services and unique value proposition. But marketing and sales go hand in hand. Getting the word out through a thoughtful marketing ...

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Agenda: William F. Gray, Jr., Partner Torys LLP What are the Safe Harbors insulated from attack as fraudulent transfers? The scope of the Safe Harbor for Settlement of Securities Contracts Limitations ...

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Charitable planning is a growing need for individuals and families as they work with their financial, tax, and legal advisors to maximize the charitable legacy and impact they can have on the communit ...

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Charitable planning continues to grow in relevance to individuals and families as a result of the demographics in our country and the evolving intergenerational transfer of wealth. Much complexity is ...

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With the passing of the Tax Cuts and Jobs Act in December of 2017, new legislation was put in place that altered income taxes, particularly for small businesses and their owners. Section 199A is by fa ...

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The Tax Cuts and Jobs Act of 2017 (TCJA), signed into law during the closing days of 2017, affects the tax planning and income tax liability for many taxpayers. Among those for whom the TCJA will have ...

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In part two of this series on the Section 199A changes, we will examine Specified Service Trade or Business (SSTB), which includes a trade or business involving the performance of services in the fiel ...

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The Conflict Management course discusses the causes of conflict, the choices available for how to deal with it, how to assess a conflict, and how to work through a conversation to resolve the issue. T ...

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This course was updated on 5/21/20. This course provides step by step instructions for creating Excel Worksheets using best practices, which will ensure calculation accuracy and data clarity. Special ...

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This course was updated on 4/28/2017. This course uses practical examples to provide an overall understanding of time value of money concepts and to illustrate time value of money functions in Microso ...

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The Fraud Schemes course describes the different types of fraud schemes that may be perpetrated against a business. These schemes are broken down into schemes by employees, financial statement fraud, ...

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Study after study indicates health is a top concern among retirees.  At the same time the cost of current and projected health care expenses continues to grow at a pace far exceeding overall inflation ...

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This course was published on 2/1/2018. This course clarifies for the auditor every action needed to audit equity. It describes the characteristics of equity from an auditing perspective, and then goes ...

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This course was updated on 12/21/2017. Google is a well-known and often used tool to search for information.  Many don’t know that there are certain search operators and tools embedded in Google searc ...

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Spreadsheets have become pervasive in most companies and have many uses.  Those that are used in the financial reporting process are of most concern to the assessment of the effectiveness of internal ...

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The Succession Planning course describes every aspect of succession planning – its advantages, the steps involved in operating the program, and ways to enhance its effectiveness. The course also addre ...

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This course was published on 2/18/2020. This course also carries  4 EA / Tax Return Preparer credit hours. The Tax Cuts & Jobs Act ("TCJA") was approved by Congress December 20, 2017, and signed by Pr ...

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The balance sheet reveals the financial position of a business, and so should be properly prepared in order to maximize the amount of information conveyed to users. This course assists the accountant ...

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Ethics and Professional Conduct for Washington CPAs This course is designed to meet the 4 hour Ethics CPE requirement for Washington State CPAs as outlined by the Washington State Board of Accountancy ...

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This two-lesson, bite-sized course, examines environmental risks associated with oil and natural gas production and use, focusing particularly on greenhouse gas emissions and political and technologic ...

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This course provides a look at how the Affordable Care Act impacts taxes, with particular emphasis on the new responsibilities on employers, including the reporting and filing requirements and the sma ...

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This short course is designed to explain the origin of fraudulent financial reporting and to identify the positions responsible for a company’s financial reporting system.

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Part 1: Essentials: The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2016 & 2015 ...

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Part 1: Essentials: The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2016 & 2015 ...

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Part 1: Essentials: The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2016 & 2015 ...

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Part 1: Essentials: The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2016 & 2015 ...

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We offer a 12 month CPA CPE membership that allows you to take as many courses and earn as many credits as you need, all for one low price. Our online courses can be taken anywhere, at anytime, and ar ...

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Part 1: Essentials: The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2016 & 2015 ...

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Part 1: Essentials: The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2016 & 2015 ...

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Part 1: Essentials: The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2016 & 2015 ...

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Part 1: Essentials: The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2016 & 2015 ...

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Coaching is the process where a departmental or project leader trains team members or subordinates to overcome obstacles or raise their level of performance based on their judgement, their skill or th ...

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“The most serious mistakes are not being made as a result of wrong answers,” warned the great Peter Drucker. “The truly dangerous thing is asking the wrong questions.” If Drucker is right, then these ...

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Today, Human Resources has many options for the design and delivery of total rewards programs while effectively leveraging technology. The use of technology in total rewards management is critical in ...

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Building and managing your team is much like building and managing a team of elite athletes, such as an Olympic team. You want the best – based on skill and attitude. Talent management is the process ...

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Leaders know the benefits of diversity. It fosters innovation, contributes to improved business outcomes, and can transform individuals and systems. However, building a diverse workforce is just the f ...

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This course provides an overview of total rewards programs today. It discusses the difference between the total rewards programs of today’s organizations and those of the past focusing on core compens ...

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The Crestcom "Mastering Negotiation Role Play Simulation" class does not simply address negotiation from a "sales" perspective.  This class addresses negotiation from the managerial, strategic perspec ...

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Change management is the discipline that guides how organizations identify forces which require a change response, prepare their organizations to respond in a graceful and profitable manner, and manag ...

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Before establishing or adjusting a salary structure, Human Resources management must consider their organization’s internal and external labor market to make informed decisions about average job salar ...

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According to McKinsey, 80% of executives think their current business models are at risk to be disrupted in the near future. Accelerate the Way You Innovate provides managers with an essential framewo ...

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World class leaders need to engage, inspire, and influence to achieve business targets. The role of a leader goes beyond assigning goals. Learn the secret to inspiring action — a secret that has been ...

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Certified public accountants who manage or work on projects need leadership; the ability to gain the willing support of others. The level of leadership projected by a CPA is based on their leadership ...

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Do you consider yourself a reactive or proactive communicator? Are you able to: Get people to listen and take action? Overcome resistance to change and new ideas? Align people toward a common goal? Th ...