Course Library
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This three-part course series is based on Bill's and Dom's two-book series published by the AICPA (book purchases not necessary) called 'Securing the Future: Building Your Firm's Succession Plan' and ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
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Succession Planning and Using a Closely Held Corporation as a Source of Income for the Spouse and Children Not Active in the Business
07-Dec-2017 TraliantField of Study:
- Business Management and Organization
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
In this webinar, you’ll learn about succession planning techniques and how a closely held business can be a source of income for the surviving spouse. Upon completion of this course, you’ll be able t ...Program Level:
beginnerDelivery Method:
- Group Internet Based
-
Succession Planning and Using a Closely Held Corporation as a Source of Income for the Spouse and Children Not Active in the Business
15-Feb-2017 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this webinar, you’ll learn about succession planning techniques and how a closely held business can be a source of income for the surviving spouse. Upon completion of this course, you’ll be able t ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Succession Planning and Using a Closely Held Corporation as a Source of Income for the Spouse and Children Not Active in the Business
02-Apr-2018 TraliantField of Study:
- Business Management and Organization
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
In this webinar, you’ll learn about succession planning techniques and how a closely held business can be a source of income for the surviving spouse. Upon completion of this course, you’ll be able t ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Succession Planning for CEO and Other Key Roles: An Interactive Workshop
16-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
How relevant is your leadership team for today, tomorrow, and 10 years from now? Has the "perfect storm" affected your business as well as the timing of your retirement? Has it disrupted momentum and ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
As Human Resource Management professionals and managers, are you daunted by these issues? If youre unsure where to begin, or are looking for a fresh approach to speed up the process, this one hour, i ...Delivery Method:
- Group Internet Based
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Succession Planning in Accounting Firms: How to Recruit, Develop and Retain Successors
18-Oct-2021 MY-CPE LLCField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Running your accounting firm all by yourself sounds cool, but let’s face it: you won’t be able to run your business forever. Everybody has to face retirement, even accountants and financial advisers.Y ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
To successfully navigate the challenges in times of uncertainty and ensure business continuity, it is more important than ever for business owners and leaders to have a solid succession plan in place. ...Delivery Method:
- QAS Self Study
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Developing your succession plan is a process that requires you to make many decisions, some of them complex. The earlier you start this process, the more successful it will be. The three modules in th ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
How relevant is your leadership team for today, tomorrow and 10 years from now? Has the perfect storm affected your leadership, business as well as the timing of your retirement? Has it disrupted the ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Succession Planning: A Critical Process of All Businesses
11-Jul-2022 VA Society of Tax & Accounting ProfessionalsField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course is an introduction to succession planning for all businesses. The course defines succession planning and details its advantages. The critical need for succession planning in today’s enviro ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- VA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Succession Planning: Important Aspects Of a Successful Accounting Practice Sale
25-Aug-2022 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Many accounting firms are offering estate planning or wealth management services, but ironically, a lot of CPAs aren’t necessarily ready for their retirement.One in every four CPA firms currently face ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Succession Planning: Where Your People Become Strategic Assets for their Present and Your Future
22-Sep-2022 MY-CPE LLCField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
As executives, directors, and managers, we have seen and heard what leadership and succession planning are. That's old news.With the convergence of rapidly-evolving technologies, disruptive business m ...Delivery Method:
- QAS Self Study
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Field of Study:
- Behavioral Ethics
Description:
This course provides the definition and classification of the various types of annuities highlighting the features, benefits and payout options of each. It also provides an in-depth look at the ethic ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
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Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
The second annual Summer Tax Summit will take place on Tuesday, August 27, 2024, at the Missouri Athletic Club (MAC) in downtown St. Louis, followed by an evening at Busch Stadium to watch the Cardina ...Delivery Method:
- Group Live
Location:
- DC
- IL
- MO
-
Supervising with a Mental Health Mindset
28-Jul-2025 University of Kentucky Auxiliary Services - College Business Management Institute (CBMI)Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- KY
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 9 - 12 credits
Description:
This course is especially designed to teach you the essential knowledge of supervision and the key role that the supervisor plays in today’s organizations. In most organizations it is recognized that ...Program Level:
OverviewDelivery 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
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Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar i ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Think back to the people in your life who have recognized your potential and used their talents to help you discover and shape your own.Business coaching has gone from fad to fundamental. Leaders and ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement te ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 9 - 12 credits
Description:
At the completion of Supervisors as Leaders, participants will be able to: 1. Increase self-awareness 2. Convey honesty, integrity, and accountability 3. Model effective interpersonal communication 4. ...Program Level:
NoviceDelivery Method:
- Group Internet Based
- Group Live
Location:
- KS
- MO
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
The laws governing employment, especially in California, are very complex. The objective of this online workshop is to raise awareness among employees at the leadership level so that they are sensitiv ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
The laws governing employment are very complex. The objective of this online workshop is to raise your awareness of federal laws and good supervisory practices in order to reduce the possibility of la ...Delivery Method:
- QAS Self Study
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Supplemental Data Manager: An Untapped Gem of Close Consolidation!
20-Aug-2020 Oracle Development Tools User Group (ODTUG)Description:
Are you using a sophisticated financial consolidation system but still collecting supplemental information in Excel? Are there two different systems for the consolidation system and supplemental data? ...Delivery Method:
- Group Internet Based
Location:
- NC
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Supplemental Pay Essentials: Severance Pay, Deferred Compensation, Recordkeeping, and Fringe Benefits
21-Mar-2019 TraliantField of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Supplemental pay includes compensation, such as overtime premiums, bonuses, severance pay, and fringe benefits. It is an important component of employee compensation, with its own set of withholding r ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Supplemental Pay Essentials: Withholding Rules for Bonuses, Severance Pay, Commissions and Fringe Benefits
10-Dec-2024 Compliance PrimeField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Supplemental pay includes compensation such as overtime premiums, bonuses, severance pay and fringe benefits. It is an important component of employee compensation but has its own set of withholding r ...Program Level:
INTERMEDIATEDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Supplier finance programs have emerged as indispensable tools for businesses seeking to optimize their cash flow management and enhance supplier relationships. However, disclosing pertinent informatio ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of the disclosure requirements with respect to supplier finance programs. Supplier finance programs, also referred to in many other ways such as reverse factoring, ar ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
To provide businesses with guidance on the benefits of digital technology, advanced analytics, and modern processes for improving the procurement and supply chain experience.Delivery Method:
- Group Internet Based
-
Field of Study:
- Production
Credit Hours:
- 1 - 4 credits
Description:
The quality of an organization’s supply chain will drive its overall success. In the Supply Chain Management course, we cover the components of a supply chain management system, and how it can be conf ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Attention logistics and supply chain managers! Are you looking to create financial value and gain a competitive advantage for your company?Logistics and supply chain managers have increasingly realize ...Delivery Method:
- QAS Self Study
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