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Valuing a small business can be tricky—especially when the information you’re given might not be the full truth. What if the financials are off? What if the owner “forgets” to mention a struggling rev ...

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This course provides insights into four of the most common situations confronted by all sales people.

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Imagine an elevated finance function that could be the engine of innovation and strategic advantage in your organization. This session will explore how finance professionals can move beyond traditiona ...

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Join our dynamic and inspiring panel of working moms as they share their stories, insights, and strategies for balancing career and motherhood. Gain valuable advice, practical tips, and a supportive c ...

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The worst time to suffer a stock market loss is a few years before and after retirement. The sequence of returns is a risk professionals know about because it poses a risk you cannot control. However, ...

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Help an internet service provider get to grips with its poor customer service experience. You'll clean customer data, create a solid data model, and use it to derive insights about the issues people a ...

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Election season can represent a stressful time for many clients, leading to an uptick in emotional responses, such as anger, anxiousness, or worry. Advisors know that clients bring their whole selves ...

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Election season can represent a stressful time for many clients, leading to an uptick in emotional responses, such as anger, anxiousness, or worry. Advisors know that clients bring their whole selves ...

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This course takes you through a variety of steps your organization can take to protect its systems and data.

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Retirement generally means a substantial reduction in income.Members of the Baby Boomer generation (those born between 1946 and 1964) are reaching age 65, and usually retiring, at a rate of approximat ...

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IRS penalties can feel like a horror movie for taxpayers and tax pros alike. You're happily filing your taxes one moment, and the next, bam! A penalty appears out of nowhere—thanks to a trivial mistak ...

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IRS penalties can feel like a horror movie for taxpayers and tax pros alike. You're happily filing your taxes one moment, and the next, bam! A penalty appears out of nowhere—thanks to a trivial mistak ...

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This course provides a professional and effective process for referring clients to a licensed securities specialist. After an overview of securities products commonly offered by banks, you will unders ...

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This course covers how to identify and refer potential trust clients. The course explores the basic elements of a trust and the five primary reasons why clients want or need a trust. After completion ...

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A two-hour webinar that reviews the federal rules that may apply when changing the terms of a loan. As lenders and creditors go through the term of the loan, it certainly can happen that a party wants ...

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This two-lesson, bite-sized course, introduces basic refining concepts, including processes such as fractional distillation, vacuum distillation, cracking and coking. It then explains the fundamentals ...

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Reflective learning is a powerful tool for continuous development. This CPE Course delves into how learners consciously review and analyze their experiences, actions, and results to gain deeper insigh ...

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Reflective learning is a powerful tool for continuous development. This CPE Course delves into how learners consciously review and analyze their experiences, actions, and results to gain deeper insigh ...

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Join your colleagues at the ReFocus conference, a distinctive industry event focused on reinsurance and targeting life, health and annuities. Attendees are senior level professionals with a vested int ...

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Monte Carlo analysis is a commonly used tool in financial planning, with the probability of success being the most common method for reporting a financial plan's results. However, this practice may be ...

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Monte Carlo analysis is a commonly used tool in financial planning, with the probability of success being the most common method for reporting a financial plan's results. However, this practice may be ...

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In this podcast, Christopher Rivera, Director of Client relations, Entigrity Offshore Staffing, takes the conversation forward on Building Kickass Offshore Team with David Cristello, CEO & Founder, Je ...

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Regression Analysis - Fundamentals & Practical Applications Course Overview Linear regression analysis is critical for understanding and defining the strength of the relationship between variables. Th ...

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This course focuses on the use of linear and logistic regression analysis applied to business use cases. Learn how to deploy and assess the quality of your models and improve their predictive performa ...

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This course focuses on the use of linear and logistic regression analysis applied to business use cases. Learn how to deploy and assess the quality of your models and improve their predictive performa ...

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Create your first machine learning algorithm with Python. This course will teach you how to predict future numeric values based on existing data. You'll achieve this by applying linear regression anal ...

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Create your first machine learning algorithm with Python. This course will teach you how to predict future numeric values based on existing data. You'll achieve this by applying linear regression anal ...

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This course is the second hands-on module giving participants experience in building a dataset and running statistical analysis using regressions.

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This course is the second hands-on module giving participants experience in building a dataset and running statistical analysis using regressions.

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Calculating who is liable and for how much can be a challenge when it comes to Regulation E’s unauthorized transactions. Then, add into the mix P2P liability and the prohibited practices under Regulat ...

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September 27, 2016, 12:00 pm - 1:00 pm (E..T.) As of September 17, 2014, new European regulations came into effect which required that where transactions in transferable securities take place on a tra ...

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From financial services to healthcare to import-export, global corporations now face regulatory requirements that change constantly. This webcast will consider not just how to track those changes, but ...

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This eight-credit live lecture presentation explores compliance requirements for California nonprofit organizations, IRS organizational and reporting requirements, regulations on fundraising and chari ...

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This course is part of PSI's Inside the Industry: Financial Services Curriculum, and covers regulations facing the financial services industry today, and the business and IT challenges created by thes ...

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This course is part of PSI's Inside the Industry: Insurance Curriculum, and covers regulations facing the insurance industry today, and the business and IT challenges created by these regulations. Lea ...

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When an entity provides goods or services to customers at a price or rate that is subject to rate regulation, what are the rules for the financial reporting of the resulting requirements for regulator ...

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This is an internal course, not for the public.  This is for associates who work for Pesta Finnie, & Associates.  During this course attendees will recognize the need for Ethics, the social sciene beh ...

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Client related transactions serve as the focal point for this Regulatory Ethics course.  We’ll examine potential impairments to independence, conflicts of interest, and business transactions through t ...

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Professional conduct and ethical behavior are the backbones of the accounting and auditing profession. They are the components that form the foundation upon which our creditability with the general pu ...

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Client-related transactions serve as the focal point for this Regulatory Ethics course. We examine potential impairments to independence, conflicts of interest, and business transactions through the l ...

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Data is the lifeblood of business. As such, CPA’s must be vigilant in safeguarding this client data according to Federal and State regulatory requirements. This course covers key considerations CPA’s ...