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Presentation Description: Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a financial advisor is keeping up with all of the changes in tax legislation ...

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We will explore best practices for effectively utilizing advisors throughout the lifecycle of an ESOP. From initial transition to an ESOP, through ongoing operations, and finally to the decision to se ...

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For most financial advisors, compliance is simply something you “have to do” to satisfy regulators while providing financial advice. But in practice, regulations are put in place to protect consumers, ...

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Most business involves working with important, personal, or confidential information. This course teaches you how to protect this information from potential threats.

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Most business involves working with important, personal, or confidential information. This course teaches you how to protect this information from potential threats.

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This course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The contents of Kentuc ...

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This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession.  The contents ...

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This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs.

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This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession.  The contents ...

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Nonprofit organizations have a unique set of needs when it comes to operations, accounting, and reporting. In this course, instructor Larry Perry walks you through the qualifications of a nonprofit or ...

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ITM601WEB

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How much difference in performance is there between an aggressive portfolio and a conservative one in the long run? Perhaps less than you might think. How do you design portfolios for the long run kno ...

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For the past decade, not enough new homes were built to keep pace with population growth and now office vacancies are posing a crisis for landlords in 2024. For financial planning and investment profe ...

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This class teaches about the key determinants in retirement portfolio success and failure.   How money is withdrawn is the most important factor in portfolio survival, while asset allocation policy of ...

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Going “Digital” is no longer nice to have, it is needed to avoid falling behind. But that is not the only transformation Finance is or will be going through. We will explore the key elements for a suc ...

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Businesses see revenues as key to growing their companies, but for a business to grow, it must acquire the working capital and fixed assets needed to support the additional sales. Ideally, it generate ...

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This course sets out a step-by-step approach covering the fundamental steps required to identify, manage, and mitigate operational risks.

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This course sets out a step-by-step approach covering the fundamental steps required to identify, manage, and mitigate operational risks.

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A single misstep in employment law can bring severe repercussions. Recent incidents have shown that managers can find themselves entangled in legal complications due to a lack of foundational knowledg ...

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Presentation Description:   As we enter 2020, what does the estate planning landscape look like? What tried and true tax and non-tax concepts are still relevant for our clients? How have changes in th ...

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Broaden your Excel proficiency with this valuable and easy to understand course. You'll learn from Excel expert David Ringstrom as he walks you through many of keyboard, mouse, and menu shortcuts as w ...

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Small business owners understand that they are the ones responsible for saving for their retirement. Unlike many employees who work for large corporations that provide retirement benefits, small busin ...

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We've gone through a detailed look at Office 365 throughout the year; now it is time to take a look at a higher level and review the features that have changed and what’s on-tap in 2017. Office 365 is ...

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The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk ma ...

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This module covers how to read a balance sheet, an income statement, a statement of cash flow, and how to interpret notes to financial statements.

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This course covers a variety of issues related to GAAP, including the unusual reporting and disclosure issues that develop in practice, such as how to disclose life insurance, leases, catastrophes, an ...

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Revenue is probably the most important number in financial statements. After years of effort, a joint Financial Accounting Standards Board (FASB)/International Accounting Standards Board (IASB) standa ...

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The time for private entities to implement the FASB's latest standard on revenue recognition is quickly approaching. Revenue recognition (ASC 606) goes into effect for private entities for 2019. This ...

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Revenue is probably the most important number in financial statements. After years of effort, a joint Financial Accounting Standards Board (FASB)/International Accounting Standards Board (IASB) standa ...

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This course will concentrate on the most critical issues of the year for revenue and lease accounting. Our first topic will be revenue from contract with customers. This standard supersedes most prior ...

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The time to implement FASB's latest standards on revenue recognition and accounting for leases is quickly approaching. With Revenue Recognition (ASC 606) going into effect for private (nonpublic) enti ...

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This session will address the important decisions that must be made by the family and fiduciaries of a decedent. This will include decisions regarding income taxes, tax returns to file, the “post-mort ...

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Lessons you teach clients about how their behavior impacts returns can make a huge difference in their results and how they view the value of investment advice. Depending on the age of a client, for e ...

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America has failed to build enough housing to accommodate population growth for over a decade, creating opportunities. Meanwhile, office vacancies are widely expected to cause a crisis for landlords i ...

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Key performance indicators can be used to focus a company’s attention on what matters most to its current and future success. In the Key Performance Indicators course, we examine the nature of key per ...

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In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, ...

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In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, ...

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In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, ...

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This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results.  The focus will be on key performance metrics to enhance operat ...

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This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results.  The focus will be on key performance metrics to enhance operat ...

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This course provides an overview of the key principles related to both revenue recognition and leasing transactions. The revenue recognition guidance is included within ASC Topic 606 and includes a fi ...

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In today's highly competitive business landscape, accurate customer billing is paramount for companies to thrive. To achieve this, a solid understanding of key controls in the billing process is essen ...

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Properly managing customer credit limits is a critical aspect of any business that deals with issuing credit and collecting cash receipts. To achieve this, a thorough understanding of the key controls ...

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Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear ...