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Are your sales and marketing strategies driving revenue and creating a positive client relationship? This powerful, interactive course provides participants with the skills to design a structured proc ...

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Are your sales and marketing strategies driving revenue and creating positive client relationships? This powerful, interactive program provides participants with the skills to design a structured proc ...

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Between January and April 15, a CPA firm may prepare many hundreds or thousands of tax returns. During this time, efficiency in time use is imperative. Nick will walk through processes CPA firms use t ...

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This program provides information and advice types of capital and on how to structure debt and equity capital investments to grow the organization.

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This course provides information and advice types of capital and on how to structure debt and equity capital investments to grow the organization.

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This program provides information and advice types of capital and on how to structure debt and equity capital investments to grow the organization.

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This course provides information and advice types of capital and on how to structure debt and equity capital investments to grow the organization.

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Raising children in a wealthy community isn’t always easy. Depression, anxiety, addiction, and other mental health problems afflict affluent families more often than the average household. This class ...

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Most entrepreneurs understand that if the fundamentals of a business idea—the management team, the market opportunities, the operating systems, and controls—are sound, chances are there’s money out th ...

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Charities have a wealth of information about donors, and a growing number of organizations are using data analytics to determine which supporters are most likely to make a big gift or give in response ...

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Fundraising is the process of asking for contributions from individuals, companies, and foundations. Non-profits can fundraise through a variety of digital and traditional communication methods. Fundr ...

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Fundraising is the process of asking for contributions from individuals, companies, and foundations. Non-profits can fundraise through a variety of digital and traditional communication methods. Fundr ...

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Is “corporate philanthropy” dead or dying? If so, how can we resurrect it? Does it even exist? If your organization has relied on corporate support in the past or is thinking about how to best approac ...

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Small business? Micro-business? Solopreneur? How do you protect your files from ransomware and other digital disasters without a full-time IT department? Get some basic tips to decrease your chances o ...

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Ransomware is increasingly becoming a hazard for any organization, large or small. As a trusted advisor, it is important that you be familiar with the threats facing your clients, their businesses, an ...

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Ransomware continues to plague individuals and businesses of all sizes and in all industries. In fact, ransomware represents one of the biggest security threats we face today. Yet few are taking the s ...

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This course explores the foundation of selling, which includes creating and maintaining rapport.

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There is a range of tax issues that arise on a regular basis in most tax practices, yet they are rarely discussed. This course aims to assist tax preparers in guiding their clients successfully throug ...

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There is a range of tax issues that arise on a regular basis in most tax practices, yet they are rarely discussed. This course aims to assist tax preparers in guiding their clients successfully throug ...

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There is a range of tax issues that arise on a regular basis in most tax practices, yet they are rarely discussed. This course aims to assist tax preparers in guiding their clients successfully throug ...

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There is a range of tax issues that arise on a regular basis in most tax practices, yet they are rarely discussed. This course aims to assist tax preparers in guiding their clients successfully throug ...

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The index of U.S. leading economic indicators (LEI) rolled 13 months ago, and economists at The Conference Board (TCB) still predict a recession is likely to begin by the end of the second quarter. TC ...

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As businesses embark on their financial journeys, it's crucial to understand the nuances of loan agreements.Conditions set out certain requirements that a borrower must meet at the inception of the lo ...

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As businesses embark on their financial journeys, it's crucial to understand the nuances of loan agreements.Conditions set out certain requirements that a borrower must meet at the inception of the lo ...

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Demystifying Reinsurance provides a thorough introduction to the purpose and structure of reinsurance. Attendees are guided through all steps of the reinsurance transaction and its impact on an insura ...

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The definition of insanity is doing the same thing, the same way, in a different environment, and expecting the same results. The world and the workplace have been permanently changed. It’s time for s ...

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Achieving a successful retirement is an incredibly complex goal. This presentation will cover a variety of topics and provide guidance on things to be aware when building retirement strategies for you ...

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This program will discuss gifts of real estate and features one main speaker, Bryan Kirk of Fiduciary Trust International. Bryan will discuss the “who-what-when-where-why-and how” types of questions, ...

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Fundraising is the process of asking for contributions from individuals, companies, and foundations. Non-profits can fundraise through a variety of digital and traditional communication methods. Fundr ...

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Readability is a quality of reading ease in your writing. It tells you how clear and accessible your writing is to read. However, in technical terms, it involves way beyond what it seems to cover. The ...

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CFI’s “Reading & Analyzing an Insurance Company’s Financial Statements course” provides a detailed understanding of the insurance industry from both operating and accounting perspectives. Participants ...

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Banks have unique classes of balance sheet and income statement line items that other companies won’t have. In “Reading & Analyzing a Bank’s Financial Statements” we will explore those differences and ...

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This course provides a thorough coverage of how to read and analyze financial statements as well as how the analysis can be organized to identify and assess a company's value drivers.  

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Reading business financial information is a critical task of every credit analyst and the first step in reviewing a credit application. In this Reading Business Financial Information course, we will l ...

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Reading Financial Statements Overview A thorough knowledge of financial statements and company reports is crucial to becoming a world-class financial analyst. In this course, learn how to read and und ...

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A grantee's form 990 provides a wealth of information, if you know where to look.  This session will point the way to finding out the facts hidden in plain sight in the Form 990.  Dig a little deeper ...

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Join Justworks for a discussion about the 5 Most Important Things to Consider to Get Your Accounting Department Ready for M&A. Sarah Syme, VP of Accounting at Justworks who led the organization throug ...

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This course describes the accounting to be used for all types of real estate transactions, such as retail land sales, real estate sales, property exchanges, and the sale of time-share intervals. It al ...

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This course describes the accounting to be used for all types of real estate transactions, such as retail land sales, real estate sales, property exchanges, and the sale of time-share intervals. It al ...

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There are many kinds of real estate transactions, each of which must be accounted for in its own unique way. Real Estate Accounting describes how to properly account for various types of transactions, ...

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To review the prescribed &/or preferred accounting principles for the recording & reporting of real estate development, operations & sales, including common construction accounting issues faced by rea ...

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This is a refresher course covering basic concepts and tools of accounting, finance, and math for real estate professionals as well as real estate investors. Topics covered are balance sheet, income s ...