Course Library
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Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
FinPro will discuss the critical talent management issues that all banks should consider in today's highly competitive marketplace.Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NJ
-
Credit Hours:
- 1 - 4 credits
Description:
This course discusses how to create value from an intangible asset that is measured as a head count cost on the organizational balance sheet.Delivery Method:
- QAS™ Self Study
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Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
This program is designed to lay the foundation for effective succession planning and talent management. Learn about succession planning and how it aligns with and supports firm strategies and goals. D ...Program Level:
BasicDelivery Method:
- Group Live
-
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:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Bitcoin and other cryptocurrencies have created a new generation of millionaires, with the benefit of anonymity. Whether the cryptocurrency is being used for criminal activity or held as a legitimate ...Delivery Method:
- QAS™ Self Study
-
Talking Through Our Differences Generational Diversities Impact on Leadership and Engagement
03-Jul-2025 MY-CPE LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Are you grappling with the challenges of leading a multigenerational workforce? Dive into our immersive CPE webinar where we navigate the complexities of generational diversity with finesse and practi ...Delivery Method:
- Group Internet Based
-
Talking Through Our Differences “ Generational Diversities Impact on Leadership and Engagement
13-Jun-2024 MY-CPE LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Are you grappling with the challenges of leading a multigenerational workforce? Dive into our immersive CPE webinar where we navigate the complexities of generational diversity with finesse and practi ...Delivery Method:
- QAS™ Self Study
-
Talking Through Our Differences “ Generational Diversities Impact on Leadership and Engagement
04-Apr-2025 MY-CPE LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Are you grappling with the challenges of leading a multigenerational workforce? Dive into our immersive CPE webinar where we navigate the complexities of generational diversity with finesse and practi ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Heightened fear of a recession makes it wise to prepare to talk with clients about what a bear market might look like. This is a lifeboat drill! You'll leave this session with the key points for talki ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course provides proven strategies to get control of e-mail overload and increase productivity and focus.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course provides proven strategies to get control of e-mail overload and increase productivity and focus.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personal Development
Description:
This course provides proven strategies to get control of e-mail overload and increase productivity and focus.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
This course provides proven strategies to get control of e-mail overload and increase productivity and focus.Delivery Method:
- QAS™ Self Study
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Taming the E-mail Etiquette Beast: Strategies for Finding Sanity in Your E-mail Communications
Illumeo, Inc.Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains how to expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.Delivery Method:
- QAS™ Self Study
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Taming the E-mail Etiquette Beast: Strategies for Finding Sanity in Your E-mail Communications
Illumeo, Inc.Field of Study:
- Personal Development
Description:
Expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.Delivery Method:
- QAS™ Self Study
-
Taming the E-mail Etiquette Beast: Strategies for Finding Sanity in Your E-mail Communications
Illumeo, Inc.Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains how to expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.Delivery Method:
- QAS™ Self Study
-
Taming the E-mail Etiquette Beast: Strategies for Finding Sanity in Your E-mail Communications
Illumeo, Inc.Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Performance management – it's that fine line between being a motivational guru and the bad cop in an action movie. How do you celebrate the wins while confronting the not-so-stellar moments, all witho ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Performance management – it's that fine line between being a motivational guru and the bad cop in an action movie. How do you celebrate the wins while confronting the not-so-stellar moments, all witho ...Delivery Method:
- Group Internet Based
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Field of Study:
- Accounting (Govmnt)
Credit Hours:
- 13 - 16 credits
Description:
Avoid costly mistakes – get your overhead rate right the first time. Every year, firms are held liable for overhead rate errors. Given the complexity and ever-evolving nuances of FAR, ensuring accurac ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Finance
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Join us for the 2025 Tampa Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positiv ...Program Level:
All: Beginner - ExpertDelivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This session will analyze several topics that will likely be important to advisors as we head into 2016 and beyond. First, we will explore how advisors can develop succession planning or effective exi ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains how to develop you own Personal Marketing Plan to advance your career goals.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Tax & Financial Planning for Retirement integrates two important topics: federal taxation and retirement planning. Designed to improve the quality of services to clients and the profitability of engag ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- less than 1
Description:
The IRS has introduced major tax changes for 2025, reshaping financial planning for individuals, businesses, and tax professionals.In this CPE Course, we will explore these pressing issues, providing ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
- Auditing
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Identity Theft; updates on the Affordable Care Act, Washington/IRS, Federal Tax including Extenders; current A&A updates such as SSARS21; proposed changes to the AICPA Standards for Performing & Repor ...Delivery Method:
- Group Internet Based
Location:
- FL
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
We are seeing several new developments in labor laws applying to churches. We will discuss the new minimum salary for exempt employees and changes in independent contractor requirements. We will surve ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Tax Advantaged Financial Planning
07-Nov-2023 Maryland Society of Accounting and Tax Professionals, IncField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Embark on a transformative journey with Bestgate Wealth Advisors in Frederick, MD in order to become a proficient advisor in tax-advantaged financial planning. Clients often look to their tax professi ...Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
Location:
- MD
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
As the modern finance world rapidly evolves with digital technologies, it’s essential for tax professionals to become proficient in harnessing AI to streamline tax operations and decision-making proce ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The SECURE Act is law and it changes retirement income planning, but its most sweeping impact is to estate planning. At this 1-credit CPE/CE webinar, Bob Keebler, CPA/PFS, covers the full spectrum of ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Doctors and dentists value personal financial and tax advice. This the first of two classes about what you need to know to advise doctors and dentists on financial and tax planning in 2023. It's updat ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This is the second of two classes about financial and tax planning for doctors, dentists, and other medical professionals. This class reminds practitioners about tax rules applying to health prof ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
26112 Results