Course Library
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Sweat The Small Stuff: Tough Questions to Consider when Reviewing a Client's Tax Return
10-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The unique nature of the tax preparation industry crams the majority of it's complicated work into a 8 week period of time. This is a recipe for errors, omissions and missed opportunities. In this ses ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
In today’s competitive professional landscape, LinkedIn stands as a crucial tool for career advancement and brand building. But how do you move beyond simply having a profile to truly leveraging Linke ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
In today’s competitive professional landscape, LinkedIn stands as a crucial tool for career advancement and brand building. But how do you move beyond simply having a profile to truly leveraging Linke ...Delivery Method:
- Group Internet Based
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Switching Between State and SEC Registration and Crafting an Annual Compliance Calendar
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Description:
Syndicated Lending Course Overview This Syndicated Lending course unpacks the core concepts behind syndicated lending. We will look at what syndicated lending is and why it is important for both clien ...Program Level:
AdvancedDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to unlock the potential of synergies in the world of mergers and acquisitions? Join us for "Synergies in Focus: Operational and Financial Insights," a captivating CPE course that delves ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Synergy analysis helps explain what synergies are, how to calculate annual synergy figures from past transactions, and how to value synergies now using both DCF and multiple methodologies.Program Level:
IntermediateDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Unlock the power of financial insights with our online course, "Synthesizing Financial Summaries: A Practical Guide." In today's dynamic business landscape, the ability to swiftly grasp a company's fi ...Delivery Method:
- QAS™ Self Study
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Synthetic Equity Uses in ESOP Transactions and Executive Compensation
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
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Synthetic Equity Uses in ESOP Transactions and Executive Compensation
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Synthetic Equity Uses in ESOP Transactions and Executive Compensation Situations
21-Apr-2021 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The attendee will have a better understanding of the definitions, uses, and benefits of synthetic equity as part of an ESOP transaction.Program Level:
BasicDelivery Method:
- Group Internet Based
-
Synthetic Equity Uses in ESOPs and Executive Compensation
27-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course is the result of nearly 70 years of practice, theory, and research covering sustainable value creation.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Credit Hours:
- 1 - 4 credits
Description:
Table Views are a great way to give users access to custom tables from the Excel they know and love. Learn and practice how get and save data through Table Views. BYO training app!Program Level:
301Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
The ability to effectively interpret and communicate complex information is paramount in our data-driven landscape. Tableau is your gateway to unlocking the full potential of your data, transforming r ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
The ability to effectively interpret and communicate complex information is paramount in our data-driven landscape. Tableau is your gateway to unlocking the full potential of your data, transforming r ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In today's data-driven world, the ability to manipulate and analyze data efficiently is crucial for making informed decisions. With its powerful formula capabilities, Tableau offers a gateway to unloc ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In today's data-driven world, the ability to manipulate and analyze data efficiently is crucial for making informed decisions. With its powerful formula capabilities, Tableau offers a gateway to unloc ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Description:
Tableau Fundamentals Course Overview This course provides step-by-step instructions on how to build stunning, interactive visuals in Tableau, before publishing them as part of dashboards in Tableau Pu ...Program Level:
IntermediateDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this course, you’ll act as a data visualization analyst for Calwest E-commerce. In that role, you’ll be fulfilling a set of business requirements to build several visuals and dashboards in Tableau. ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Are you curious about using Tableau in your line of work? Join us for an engaging 1-hour presentation that will give you a high-level overview of Tableau.In this CPE Course, we'll take you on a journ ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Are you curious about using Tableau in your line of work? Join us for an engaging 1-hour presentation that will give you a high-level overview of Tableau.In this CPE Course, we'll take you on a journ ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Basics of using Tableau: What it is, Getting Started, Formulas, Dashboards & Tableau ServerDelivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Help a furniture chain store that's frustrating customers by delivering products with severe delays. You'll help them identify where the delays occur by building dashboards that deliver real-time insi ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Roth Conversions have always had the potential to unlock hidden value. In the past, it was perhaps simple nominal conversions to take advantage of a low-income year. However, the SECURE Act expands th ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Roth Conversions have always had the potential to unlock hidden value. In the past, it was perhaps simple nominal conversions to take advantage of a low-income year. However, the SECURE Act expands th ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Are you struggling with Excel files that seem unmanageable? You’re far from alone. Excel can often feel like an intricate puzzle, with oversized file sizes and tricky formatting errors creating unnece ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Are you weary of wrestling with Excel? Ready to elevate your skills with practical solutions to everyday challenges? This CPE Course is part 2 of the “Excel Challenges: Real Cases from Work” series, w ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Are you weary of wrestling with Excel? Ready to elevate your skills with practical solutions to everyday challenges? This CPE Course is part 2 of the “Excel Challenges: Real Cases from Work” series, w ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Are you struggling with Excel files that seem unmanageable? You’re far from alone. Excel can often feel like an intricate puzzle, with oversized file sizes and tricky formatting errors creating unnece ...Delivery Method:
- Group Internet Based
-
Take More Vacation, Help More Clients, Make More Money
08-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
After John took off a significant part of 2012 when his children were born, he began to wonder why he had been working so many hours and if there was a better way. In this session he will share what h ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
If you have never experienced or observed bullying at work you may think it is just a schoolyard problem. Unfortunately, that is not the case.Bullying can and does occur in all phases of life, not ju ...Delivery Method:
- QAS™ Self Study
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Taking Budget and Planning Tools to the Ring: Anaplan vs IBM Planning Analytics
27-Feb-2025 Lodestar Solutions, Inc.Field of Study:
- Accounting
- Business Management and Organization
- Computer Software and Applications
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In the battle for the best budgeting and planning solution, two heavyweights enter the ring—but only one can deliver the knockout punch your business needs. Are you stuck with rising costs, rigid mode ...Delivery 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Auditing
Description:
Year-end audits for many mean waiting for a PBC List from an Audit Team. A properly organized, replicable process can not only achieve a timelier and more efficient audit but also limit the work requ ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Covers the rules, taxes, and potential penalties associated with withdrawing funds from retirement plans. Offers details on early distributions used to pay higher-education expenses or health-insuranc ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Are you curious about how procedural rules impact your cases? You're in the right place! Navigating the complexities of the U.S. Tax Court can feel overwhelming, but it doesn't have to be. From hearin ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Are you curious about how procedural rules impact your cases? You're in the right place! Navigating the complexities of the U.S. Tax Court can feel overwhelming, but it doesn't have to be. From hearin ...Delivery Method:
- QAS™ Self Study
-
Taking Responsibility for Your Financial Statements
University of Georgia, Carl Vinson Institute of GovernmentField of Study:
- Accounting (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to provide an overview of the importance of internal controls over financial reporting, auditor and auditee responsibilities of an audit engagement, and how to use the Georgia ...Program Level:
IntermediateDelivery Method:
- QAS™ Self Study
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- 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
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
2020 was an exceptional year for everyone, and like everyone, the hackers, scammers, and other technology criminals took advantage of new opportunities brought by COVID. Criminals reportedly used inno ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
From fully remote operations to people-centric cultures and pay transparency, the world of work is changing rapidly. The war on talent has evolved and keeping our high performers is now more important ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
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