National Registry of CPE Sponsors

National Registry of CPE Sponsors

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  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    In this interactive webinar, you’ll learn about the advantages of rolling forecasts over traditional budgeting, and receive step-by-step guidance on how to create your own rolling forecast. Learning O ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    The current, technology-driven, turbulent business environment presents many challenges to business managers. One primary challenge is the ability to predict and plan for the future. Changes are const ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    In this interactive webinar, you’ll learn about the advantages of rolling forecasts over traditional budgeting, and receive step-by-step guidance on how to create your own rolling forecast. Learning O ...

    Program Level:

    beginner

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    The current, technology-driven, turbulent business environment presents many challenges to business managers. One primary challenge is the ability to predict and plan for the future. Changes are const ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Accounting

    Description:

    The current, technology-driven, turbulent business environment presents many challenges to business managers. One primary challenge is the ability to predict and plan for the future. Changes are const ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    The current, technology-driven, turbulent business environment presents many challenges to business managers. One primary challenge is the ability to predict and plan for the future. Changes are const ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    In this interactive webinar, you’ll learn about the advantages of rolling forecasts over traditional budgeting, and receive step-by-step guidance on how to create your own rolling forecast. Learning O ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Internet Based

    Location:

    • VA
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Auditing

    Credit Hours:

    • 1 - 4 credits

    Description:

    Have you ever communicated a finding or recomendation only to uncover that the recommendation wouldn't satisfy the risk or problem? Root cause analysis is a process to identify and remediate the root ...

    Program Level:

    Basic

    Delivery Method:

    • Group Live

    Location:

    • PA
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 21 + credits

    Description:

    Delivery Method:

    • Group Live
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 17 - 20 credits

    Description:

    Delivery Method:

    • Group Live
  • Field of Study:

    • Auditing

    Credit Hours:

    • 13 - 16 credits

    Description:

    OAG223

    Delivery Method:

    • Group Live
  • Field of Study:

    • Auditing

    Credit Hours:

    • 13 - 16 credits

    Description:

    OAG223

    Delivery Method:

    • Group Live
  • Field of Study:

    • Auditing

    Credit Hours:

    • 13 - 16 credits

    Description:

    OAG223

    Delivery Method:

    • Group Live
  • Field of Study:

    • Auditing

    Credit Hours:

    • 13 - 16 credits

    Description:

    OAG223

    Delivery Method:

    • Group Live
  • Field of Study:

    • Auditing

    Credit Hours:

    • 5 - 8 credits
    • 9 - 12 credits

    Description:

    Upon completion of this session, you will be able to: * Use two techniques -- the 5 whys and the 4 Ps to identify the root cause of the risk event, control gap or execution issue, or problem * Differe ...

    Delivery Method:

    • Group Internet Based
    • Group Live
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 17 - 20 credits

    Description:

    Delivery Method:

    • Group Live
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 21 + credits

    Description:

    Delivery Method:

    • Group Live
  • Field of Study:

    • Finance

    Description:

    This course is designed to give the insurance and financial professional a background of the Roth 401(k), an overview of the basic rules and distribution and rollover rules of the Roth 401(k), and con ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Live
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Roth conversions have always had the potential to unlock hidden value. However, 2022 may be an especially effective year to consider a conversion as many marginal tax rate increases seem to be clearly ...

    Program Level:

    Overview

    Delivery Method:

    • Group Internet Based

    Location:

    • NY
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Dive into the intricacies of IRA conversions in our comprehensive course. It covers the process of moving assets from Traditional IRAs, SEP IRAs, or SIMPLE IRAs to Roth IRAs, known as conversion contr ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    A Roth conversion is the moving of assets from a tax-deductible traditional individual retirement account, or IRA, to a non-deductible Roth IRA. Participants in Roth IRAs don't pay income tax when the ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Description:

    This course is designed to give the financial/insurance professional a clear understanding of the Roth IRA

    Program Level:

    Intermediate

    Delivery Method:

    • Group Live
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Enactment of SECURE Act elevated the benefits of Roth IRA conversions. Suddenly, SECURE Act made Roth IRA conversion a key tool for most families to transfer wealth to the next generation. Roth IRA co ...

    Program Level:

    Overview

    Delivery Method:

    • Group Internet Based

    Location:

    • NY
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    With tax laws set to shift in 2026, Roth conversions are becoming a crucial financial strategy. The expiration of the Tax Cuts and Jobs Act (TCJA) means tax rates could increase, making Roth conversio ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    With tax laws set to shift in 2026, Roth conversions are becoming a crucial financial strategy. The expiration of the Tax Cuts and Jobs Act (TCJA) means tax rates could increase, making Roth conversio ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    4 CPE Hours Full Course Price: $34.50 Formats: Hard Copy and PDF This course describes the benefits of a Roth IRA as compared to its traditional counterpart. The course also covers contribution limits ...

    Program Level:

    Basic

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Roth IRAs were created in 1998 and are especially popular with those born in the 1990s. To help your clients determine if Roth is the right choice, you need to be familiar with the rules from contribu ...

    Program Level:

    Basic

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Optimizing retirement income for clients requires a fiduciary to understand taxation of Roth IRAs, but the landscape has been drastically altered by last year's revision to the U.S. Tax Code and unpre ...

    Program Level:

    Overview

    Delivery Method:

    • Group Internet Based

    Location:

    • NY
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    A Roth IRA has certain tax characteristics that incentivize eligible taxpayers to establish and fund their own Roth IRAs whenever possible. Unlike a traditional IRA, contributions to Roth IRAs are nev ...

    Program Level:

    Basic

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    A Roth IRA has certain tax characteristics that incentivize eligible taxpayers to establish and fund their own Roth IRAs whenever possible. Unlike a traditional IRA, contributions to Roth IRAs are nev ...

    Program Level:

    Basic

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Delivery Method:

    • Group Live
  • Field of Study:

    • Computer Software and Applications
    • Information Technology

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course sets the scene for the role of robotic process automation in the industry today and the near future. It explores why RPA has become so prominent and why it’s vital to get on board sooner t ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Computer Software and Applications
    • Information Technology

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course sets the scene for the role of robotic process automation in the industry today and the near future. It explores why RPA has become so prominent and why it’s vital to get on board sooner t ...
  • Field of Study:

    • Information Technology

    Credit Hours:

    • 1 - 4 credits

    Description:

    Robotic Process Automation (RPA) is streamlining routine finance tasks, freeing teams to focus on strategic initiatives. This session will explore the practical applications of RPA in automating munda ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Live

    Location:

    • NV
  • Field of Study:

    • Information Technology

    Credit Hours:

    • 5 - 8 credits

    Description:

    A one-day learning program designed to educate Federal IT practitioners about the latest developments in cybersecurity technologies. The event combines keynote presentations, panel discussions and col ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Live

    Location:

    • DC
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 13 - 16 credits

    Description:

    The RSSA Certificate Program consists of five modules.   Module I reviews Social Security Essentials including types of Social Security  benefits, family and dependent benefits, spousal, divorced and ...

    Program Level:

    Intermediate to Advanced

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 13 - 16 credits

    Description:

    This course is designed to give you the basic tools you need to initiate and manage your meetings. You will learn planning and leading techniques that will give you the confidence to run a meeting tha ...

    Program Level:

    Basic

    Delivery Method:

    • Group Internet Based
    • Group Live
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    Meetings, meetings, meetings. You can’t live with them and you can’t live without them. Make sure that the meetings you lead are organized, focused, and productive.

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    Teams can provide wonderful opportunities for collaboration and innovation. But sometimes, as a leader of a team, you encounter frustrations and roadblocks and just want to pull your hair out! Overcom ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    After spending hours meticulously updating your business records, it’s time to analyze your business! Let QuickBooks unlock the insights from your carefully maintained records, turning your efforts in ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    After spending hours meticulously updating your business records, it’s time to analyze your business! Let QuickBooks unlock the insights from your carefully maintained records, turning your efforts in ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Computer Software and Applications

    Credit Hours:

    • 1 - 4 credits

    Description:

    QuickBooks Online Reports Course Description: It’s time to analyze your business! You’ve spent hours keeping your business records up to date, so now let QuickBooks reveal... Who are your best custome ...

    Program Level:

    Basic

    Delivery Method:

    • QAS Self Study

    Location:

    • OR
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    The first part of a three-part series on S Corporations, an entity type where a lot of clients have chosen to play the ‘beat the FICA tax game’. The S Corporation has also been looked at to get the ma ...

    Program Level:

    Overview

    Delivery Method:

    • Group Internet Based
    • QAS Self Study
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    The second part of a three-part series on S Corporations, an entity type where a lot of clients have chosen to play the ‘beat the FICA tax game’. S Corporations are also looked at to get the maximizat ...

    Program Level:

    Overview

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    The second part of a three-part series on S Corporations, an entity type where a lot of clients have chosen to play the ‘beat the FICA tax game’. S Corporations are also looked at to get the maximizat ...

    Program Level:

    Overview

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    The third part of a three-part series on S Corporations, an entity type where a lot of clients have chosen to play the ‘beat the FICA tax game’. The S Corporation has also been looked at to get the ma ...

    Program Level:

    Overview

    Delivery Method:

    • Group Internet Based
    • QAS Self Study
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    S corporations are the most popular form of business entity. The tax treatment of S corporations is made more complex by the application of both regular C corporation tax provisions and the special ru ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Accounting
    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course will cover the importance of completing S - Corp Basis schedules with tax returns, Calculating Stock Basis/Debt Basis, Sect 1366(D) order in basis schedule, Calculating Long- Term Capital ...

    Delivery Method:

    • Group Live

    Location:

    • NY
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