-
Field of Study:
- Finance
Credit Hours:- 21 + credits
Description:This eleven-course online program covers everything you need to know to read, understand, and analyze financial statements, developing management - not just accounting - skills, the kind of skills tha ...Program Level:BasicDelivery Method:- QAS™ Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:- 1 - 4 credits
Description: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 ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Business Management and Organization
- Personal Development
- Personnel/Human Resources
Credit Hours:- 1 - 4 credits
Description:“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 ...Program Level:ManagmentDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Accounting
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Personal Development
Credit Hours:- 1 - 4 credits
Description:According to SHRM, over 80% of employees who experience a positive culture say they are likely to recommend their workplace to others. But in organizations with an unfavorable culture, that number dro ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Communications and Marketing
- Personal Development
Credit Hours:- 1 - 4 credits
Description:Do you find yourself spending valuable time trying to figure out why a team feels disjointed, disengaged, or devalued in the workplace? Managing and appreciating team dynamics means more than recogniz ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Accounting
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Communications and Marketing
- Management Services
Credit Hours:- 1 - 4 credits
Description: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 ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Personal Development
- Personnel/Human Resources
Credit Hours:- 1 - 4 credits
Description:Organizations, like life, are dynamic and always evolving. Change is happening at a faster pace than ever, driven by new generations joining the workforce, technology, globalization, shifting market d ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Accounting
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Communications and Marketing
Credit Hours:- 1 - 4 credits
Description:One McKinsey survey found that 72% of senior executives thought bad strategic decisions were either as frequent as good ones—or worse, bad decisions were the prevailing norm in their organization! Ano ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Communications and Marketing
Credit Hours:- 1 - 4 credits
Description:There are four different generations in today’s workforce, with a fifth approaching quickly. The ‘one size fits all’ leadership strategy is no longer viable for leading a team. While we often have sim ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Accounting
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Personal Development
- Personnel/Human Resources
Credit Hours:- 1 - 4 credits
Description: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 ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Communications and Marketing
- Personal Development
Credit Hours:- 1 - 4 credits
Description: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 ...Delivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Accounting
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Personnel/Human Resources
Credit Hours:- 1 - 4 credits
Description:Successful certified public accountants must build trust with clients and staff members. Trust can be established with a combination of confidence, authenticity, professionalism, respect, and control. ...Program Level:BeginnerDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- NJ
- OH
- TN
-
Field of Study:
- Personal Development
Credit Hours:- 1 - 4 credits
Description:Does your service approach align with customer needs – today? This is about more than just front-line customer interactions. Companies that succeed in the long term, prioritize employees’ internal cus ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- OH
- TN
-
Field of Study:
- Personal Development
Credit Hours:- 1 - 4 credits
Description:Could your future success be in jeopardy because strategic thinking does not fit into your daily activities? Or do you think that strategic thinking does not apply to you or your role in an organizati ...Program Level:ManagementDelivery Method:- Group Live
Location:- CA
- CO
- MA
- NJ
- OH
- TN
-
Field of Study:
- Business Management and Organization
- Personal Development
Credit Hours:- 1 - 4 credits
Description:Research shows Emotional Intelligence (EI) – as a leadership habit – is a more effective indicator than IQ when determining business success. A study by TalentSmart found that EI has the largest impac ...Delivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- MA
- OH
- TN
-
Field of Study:
- Personal Development
Credit Hours:- 1 - 4 credits
Description:Profitability. Strategy. Leadership. Team building. These might seem like very different management concepts but they all have one underlying theme, their success is dependent on accountability. Ignit ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- MA
- NJ
- OH
- TN
-
Field of Study:
- Communications and Marketing
- Personal Development
Credit Hours:- 1 - 4 credits
Description:“People are drowning in data,” warned a major newspaper. Text messaging. Instant messaging. Email. Phone calls. And the productivity cost of this message overload to business? It’s astronomical! How c ...Program Level:ManagementDelivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- IN
- MA
- MO
- NJ
- NY
- OH
- SD
- TN
- WA
-
Field of Study:
- Business Management and Organization
- Communications and Marketing
- Personal Development
Credit Hours:- 1 - 4 credits
Description:Adaptive Leadership requires self-reflection, self-correction, and being inclusive of those that challenge you. Four personality styles provide a framework to better understand how people work, contri ...Delivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- MA
- NJ
- OH
- TN
-
Field of Study:
- Personal Development
- Personnel/Human Resources
Credit Hours:- 1 - 4 credits
Description:Today’s rapidly changing business world demands creative perspectives – not predictability and repetition. Do not get bogged down in the undesirable symptoms of the status quo. Instead, develop the mi ...Delivery Method:- Group Internet Based
- Group Live
Location:- CA
- CO
- MA
- NJ
- OH
- TN
-
Field of Study:
- Taxes
Credit Hours:- 9 - 12 credits
Description:Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent ...Program Level:UpdateDelivery Method:- Group Internet Based
- Group Live
Location:- MT
-
1-day Class: Basic Form 1042-S/FATCA/Form W-8 Tax Compliance Training Level 1
Cokala Tax Information Reporting Solutions, LLCField of Study:- Taxes
Credit Hours:- 5 - 8 credits
Description:Live online class featuring basic tax compliance for the requirements to determine status, withhold U.S. tax and file IRS Form 1042-S for payments to foreign entities and foreign individuals. Addresse ...Program Level:BasicDelivery Method:- Group Internet Based
Location:- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Taxes
Credit Hours:- 5 - 8 credits
Description:Live online class featuring primary focus on IRS reporting compliance for Forms 1099-NEC and 1099-MISC; use of IRS Form W-9 and reliance on the W-9; including focus on how tax provisions of the recent ...Program Level:BasicDelivery Method:- Group Internet Based
Location:- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
-
1-day Class: Level 2 Form 1042-S Reportable Payments and Tax Witholding
Cokala Tax Information Reporting Solutions, LLCField of Study:- Taxes
Credit Hours:- 5 - 8 credits
Description:Live online class building on the basic knowledge base of the Level 1 class, Level 2 provides a deeper dive into claims of a reduced withholding rate under tax treaties; sufficiency reviews of the W-8 ...Program Level:IntermediateDelivery Method:- Group Internet Based
Location:- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Accounting
- Accounting (Govmnt)
- Auditing
- Auditing (Govmnt)
- Behavioral Ethics
- Business Law
- Business Management and Organization
- Communications and Marketing
- Computer Software and Applications
- Economics
- Finance
- Information Technology
- Management Services
- Personal Development
- Personnel/Human Resources
- Production
- Regulatory Ethics
- Specialized Knowledge
- Statistics
- Taxes
Credit Hours:- 21 + credits
Description:Delivery Method:- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:- 1 - 4 credits
Description:Delivery Method:- QAS™ Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:- 1 - 4 credits
Description:On October 15, Andrew J. Buddy Donohue, Chief of Staff at the U.S. SEC, put Chief Compliance Officers at RIAs on notice by ticking-off nine things CCOs need to nail down: Laws, Regulations and oth ...Delivery Method:- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:- 1 - 4 credits
Description:Use QuickBooks Online more effectively! You’ll learn how to avoid (and fix) common mistakes in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping.Delivery Method:- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:- less than 1
Description:This course provides some best practices that have contributed to the success of several organizations.Delivery Method:- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Description:Sometimes operational changes take time to manifest; sometimes they don’t. This presentation focuses on areas to review within your Revenue Cycle that can improve payment immediately (and retrospecti ...Delivery Method:- Group Internet Based
-
10 Charts To Address Client Concerns On Geopolitical Conflict, Rising Oil Prices, Tariffs, Inflation, And More - LIVE
21-Apr-2026 Kitces.comField of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:In times of market and economic uncertainty, the guidance you provide to clients and prospects is more important than ever. With markets experiencing their first meaningful pullback of 2026, investors ...Program Level:BasicDelivery Method:- Group Internet Based
-
10 Charts To Address Client Concerns On Geopolitical Conflict, Rising Oil Prices, Tariffs, Inflation, And More - LIVE
21-Apr-2026 Kitces.comField of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:In times of market and economic uncertainty, the guidance you provide to clients and prospects is more important than ever. With markets experiencing their first meaningful pullback of 2026, investors ...Program Level:BasicDelivery Method:- Group Internet Based
-
10 Charts To Address Client Concerns On Geopolitical Conflict, Rising Oil Prices, Tariffs, Inflation, And More - RECORDED
18-May-2026 Kitces.comField of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:In times of market and economic uncertainty, the guidance you provide to clients and prospects is more important than ever. With markets experiencing their first meaningful pullback of 2026, investors ...Program Level:BasicDelivery Method:- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Dive into the most common mistakes made by donors and advisors and uncover effective strategies for avoiding them. This CPE course provides the tools to refine your approach to charitable planning, en ...Delivery Method:- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Dive into the most common mistakes made by donors and advisors and uncover effective strategies for avoiding them. This CPE course provides the tools to refine your approach to charitable planning, en ...Delivery Method:- Group Internet Based
-
10 Common Medicare Mistakes: Helping Clients Get The Right Coverage And Hit Key Deadlines - LIVE
01-Sep-2026 Kitces.comField of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Medicare Open Enrollment is on the horizon, and so is a flood of TV commercials informing clients about their best Medicare Advantage options. However, Medicare Advantage commercials do not inform cli ...Program Level:BasicDelivery Method:- Group Internet Based
-
10 Common Medicare Mistakes: Helping Clients Get The Right Coverage And Hit Key Deadlines - RECORDED
02-Sep-2026 Kitces.comField of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Medicare Open Enrollment is on the horizon, and so is a flood of TV commercials informing clients about their best Medicare Advantage options. However, Medicare Advantage commercials do not inform cli ...Program Level:BasicDelivery Method:- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:Ten instincts cause virtually everyone to misunderstand the world, according to Swedish scholar Hans Rosling. At this session, Craig Israelsen, Ph.D., draws upon the work of Dr. Rosling as a preface t ...Program Level:OverviewDelivery Method:- Group Internet Based
Location:- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:In this self-study course, learn from 10 infamous fraud cases to better protect your clients, employers and the general public from similar schemes. Fraud cases include the WorldCom scandal, Madoff’s ...Delivery Method:- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:- 1 - 4 credits
Description:Unlock Your Potential: Deepening Your Expertise in Technology and AuditIn the global trend of strengthening industry supervision and internal control, IT is increasingly playing an important role. IT ...Delivery Method:- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:The markets in 2025 delivered a sharp reminder that confidence, forecasts, and popular investing rules often fail when tested by reality.Valuations looked extreme, recession indicators flashed warning ...Delivery Method:- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:IT policies are often treated as background documentation during audits, but are they supporting internal control over financial reporting? Auditors frequently encounter policies that look polished on ...Delivery Method:- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:The markets in 2025 delivered a sharp reminder that confidence, forecasts, and popular investing rules often fail when tested by reality.Valuations looked extreme, recession indicators flashed warning ...Delivery Method:- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:This course is for new managers or any director or human resource professional helping support a new manager.Delivery Method:- QAS™ Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:- 1 - 4 credits
Description:This course is for new managers or any director or human resource professional helping support a new manager.Delivery Method:- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:This course is for new managers or any director or human resource professional helping support a new manager.Delivery Method:- QAS™ Self Study