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No matter how intelligent and well-informed an organization’s leaders are, they can’t always see the big picture in every situation. We may find ourselves wanting to communicate ideas and suggestions ...

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According to International Workplace Group, 70% of global employees work remotely at least one day out of the week. How do employees and managers set themselves up for success in today’s increasingly ...

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According to International Workplace Group, 70% of global employees work remotely at least one day out of the week. How do employees and managers set themselves up for success in today’s increasingly ...

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Virtual teams are a common component of many businesses, but can be difficult to manage. In the Managing Virtual Teams course, we discuss how to optimize the operation of these teams, covering such to ...

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Assertive doesn't mean overbearing, pushy or autocratic; it's a balanced approach that assures you'll handle people, get things done and communicate — all in the same level-headed, confident manner. T ...

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The list of stress factors in today's world grows longer every day. People react differently to living in this pressure cooker. Some become aggressive while others become passive or just shut down alt ...

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The Managing Workplace Stress module provides an overview of stress as experienced by employees. Topics covered in this module include: facts about stress, job stress, typical sources of workplace str ...

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Even if you have all the clients you need, are they all the most desirable clients you could have? Even if you don't want to really grow your practice very much, what will you do about replacing clien ...

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Ever questioned the impact of boosting your mental well-being on your career trajectory?  In a world where we're sprinting towards success fueled by passion, skill development, and unwavering effort, ...

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Ever questioned the impact of boosting your mental well-being on your career trajectory?  In a world where we're sprinting towards success fueled by passion, skill development, and unwavering effort, ...

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To position your firm for future growth, succession or other change, you need to operate it effectively and efficiently. This means setting goals, creating budgets to fund implementation, and using pe ...

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In this course, we talk about setting and communicating expectations for your people, how to help you more effectively manage your practice, and key factors that CPA firms are addressing in their empl ...

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Effectively balancing your workload with the productive capacity of your firm will help you diminish your stress level and enjoy greater profit potential. In this course, we will provide you with tips ...

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2020 was a unique year for all aspects of business. One thing it showed us was the importance of understanding the role of management and executing the process while understanding the workplace is mad ...

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Legislation concerning employers' obligations to provide accrued sick time to employees is undergoing rapid changes.What began as localized city legislation has now transitioned to broader state manda ...

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Legislation concerning employers' obligations to provide accrued sick time to employees is undergoing rapid changes.What began as localized city legislation has now transitioned to broader state manda ...

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While the Investment Advisers Act of 1940 includes most of the rules and regulations an advisory firm needs to abide by to be compliant, other regulations affect advisory firms in significant ways and ...

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In the past several years regulatory scrutiny of data protection has expanded from basic issues of privacy, to requirements for dealing with identity theft, to detailed assessments of firm-wide cybers ...

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Sixteen states and the District of Columbia now require employers to provide paid sick leave to their employees. In addition, 22 municipalities require employees to receive paid sick leave and 14 stat ...

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When the economy slows and Wall Street gets jittery, concerns grow as companies are desperate to keep up earnings and stock prices.And the result is?Earnings Overstatement!In this CPE course, Professo ...

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This course covers how to manipulate data in Excel. The course focuses on Text functions, such as LEN, TEXTJOIN and SEARCH. It also examines some Math & Trig rounding functions and shows how to fix er ...

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This course covers how to manipulate data in Excel. The course focuses on Text functions, such as  LEN, TEXTJOIN and SEARCH. It  also examines some Math & Trig rounding functions and shows how to fix ...

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In this module you'll learn when maintenance calls are made on long and short positions, what buying power is, how customers can meet maintenance and Regulation T calls, and the functions of the margi ...

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This module will provide you with an overview of both margin and options. First, we will briefly review margin terminology. Then we will learn about options, including basic option terminology and tra ...

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This series covers margin accounts and requirements, and explains the rules and regulations governing trading equities and bonds on margin. Topics covered include liquidations, withdrawals, substituti ...

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Building on Margin I, this advanced series covers the more complex margin requirements and calculations for various types of option positions, such as covered and uncovered puts and calls, index optio ...

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This module deals with day trading on margin, with all its ramifications. Also covered are marginable bonds and restricted accounts.

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This module will discuss three rather complex transactions that involve trading options in margin accounts: spreads, straddles and combinations.

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To truly understand margin, you need to be familiar with the regulations that govern its use, and know how it's calculated and accounted for. And that means learning about account requirements, comput ...

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Marginal profitability analysis provides relevant decision information for setting prices, product design, and product profitability. Analysis of whether to open or close locations or divisions can al ...

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Marginal profitability analysis provides relevant decision information for setting prices, product design, and product profitability. Analysis of whether to open or close locations or divisions can al ...

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Marginal profitability analysis provides relevant decision information for setting prices, product design, and product profitability. Analysis of whether to open or close locations or divisions can al ...

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This topic will educate those new to the marijuana industry about the tax issues faced by the industry including section 280E, current IRS enforcement measures, Form 8300 information reporting require ...

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This webinar will review the market approach to valuations. In particular, we will talk about each method’s strengths and weaknesses, what information is available to the valuator, and walk-through sc ...

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