Course Library

In the six years that have passed since the Great Recession, economic and political uncertainty continue to plague business decision making. Meanwhile, the advent of the Chartered Global Management Ac ...

While nearly six years have passed since the Great Recession, economic and political turmoil and uncertainty have continued to plague business decision making. Meanwhile, the advent of the CGMA (Chart ...

Engineered Tax Services (ETS) has been at the forefront of the engineering reports for tax benefits. ETS has performed over 10,000 Engineering Tax Studies since 2006 working closely with a wide variet ...

Offshore account reporting is changing, and civil & criminal penalties are still high. American citizens and residents with non-U.S. financial accounts have been struggling with these changes for the ...

Presentation Description: Professor Bullard will discuss the current state of play regarding the Department of Labor's fiduciary rulemaking.  The rulemaking will transform financial services.  Broker- ...

Program Overview: This year has brought us new challenges, or are they opportunities? There is much to consider as we experience and forecast COVID-19's impacts on short-term and long-term economic ou ...

Statement on Standards for Accounting and Review (SSARS) No. 21 represents the efforts of the AICPAs Accounting and Review Services Committee (ARSC) to clarify and revise the existing standards for re ...

Are you confident your investment strategy is truly diversified? Many portfolios rely heavily on the traditional 60/40 allocation60% equities and 40% bonds. But in reality, this allocation leaves inve ...

Are you confident your investment strategy is truly diversified? Many portfolios rely heavily on the traditional 60/40 allocation60% equities and 40% bonds. But in reality, this allocation leaves inve ...

The purpose of this course is to review the changes made to lease accounting by ASU 2016-02, Leases, (as further amended by ASU 2018-01, Land Easement- Practical Expedient for Transition to Topic 842, ...

The purpose of this course is to review the changes made to lease accounting by ASU 2016-02, Leases, (as further amended by ASU 2018-01, Land Easement- Practical Expedient for Transition to Topic 842, ...

Speaker: Cullen Roche. Orcam Financial Group, LLC Description: The global financial system is undergoing a seismic shift as we transition from localized and domestic economies into a globally intercon ...

This course outlines the importance of coaching within organizations and the role of HR.

SECURE Act and CARES Act, coincident with epidemic economics and the lowest rates in modern U.S. history, along with high stock volatility, drastically change the math driving Roth IRA conversions. Kn ...

The rise of artificial intelligence is redefining what it means to be a CFO. No longer confined to financial stewardship, today’s leaders must command a broader stage—shaping enterprise strategy, driv ...

This story-based audience favorite will disrupt everything you thought you knew about fraud, including which tools are effective for detection and deterrence.  Attendees will learn why many of our ass ...

In this course, Ray Thompson breaks down the new revenue recognition Standard (FASB and IASB have jointly issued ASU 2014-09/IFRS 15), which will have a major effect on the way that companies account ...

The objective of this course is to address the new revenue standard in ASC 606, Revenue from Contracts with Customers, and its related updates, and provide guidance to nonpublic (private) entities who ...

The course introduces a simple yet powerful model for consistently making high-quality judgments, and identifies and illustrates potential systematic biases and errors that can affect the judgment and ...

In June 2016, the Internal Revenue Service (IRS) has released separate sets of proposed regulations for Sections 409A and 457(f). The proposed regulations will provide clarifications to the Substantia ...

WOW! What a beginning to this decade! Our clients finally learned about the importance of being well positioned and ready for unexpected events!  The lessons learned are life altering and game changin ...

To design portfolios for the next 25 years, this class reviews the range of returns and risk characteristics of a wide variety of asset classes over rolling 25-year periods for the past half-century. ...

Understanding the two basic styles of investing and learning the underlying math and science behind each of those styles, you can put a great deal more certainty into the outcome of your retirement in ...

Do you have clients who seem to miss a lot of meetings? Don't seem to get you the information you need? That may not be following protocol? In this session we will discuss your pain points with your " ...

This course offers an overview of the obligations of a public insurance adjuster.

Over the years, the Organization for Economic Cooperation and Development (OECD) continues to move forward with the implementation of its Base Erosion and Profit Shifting (BEPS) to effectively adapt w ...

2020 became the year of the virtual office.   The velocity of change firms and private organizations experienced was jarring.  What will tomorrow bring?  We’ll look towards the horizon to view trends ...

2020 became the year of the virtual office.   The velocity of change firms and private organizations experienced was jarring.  What will tomorrow bring?  We’ll look towards the horizon to view trends ...

Sweeping new legislation passed on July 4, 2025, titled “An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14” and referred to as the One Big Beautiful Bill Act (OBBBA) became ...

6 CPE Hours Full Course Price: $59.50     Formats: Hard Copy and PDF Sweeping new legislation, referred to as the One Big Beautiful Bill Act (OBBBA), passed on July 4, 2025 and became law. The One Big ...

This is a dynamic 2-hour CPE webinar designed to equip tax professionals, CPAs, and advisors with a comprehensive understanding of major federal tax legislation as consolidated in a single, sweeping o ...

Learn how to help your audience understand the big picture with a brief financial overview.

Learn how to help your audience understand the big picture with a brief financial overview.

This course explains how to help your audience understand the big picture with a brief financial overview.

This course explains how to help your audience understand the big picture with a brief financial overview.

Are you ready to unlock the secrets of effective leadership and become the supervisor everyone admires?This CPE Webinar covers the essential qualities and skills of effective supervisors. It begins by ...

This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characte ...

The role of an operations leader has evolved to include wearing many hats to ensure that their function adapts to the changing needs of the business. Innovation, cultivating talent and personal growth ...

Employers need thorough investigations to effectively address workplace behavior concerns. Having reporting channels like hotlines is just the beginning; a proper investigation provides management wit ...

Employers need thorough investigations to effectively address workplace behavior concerns. Having reporting channels like hotlines is just the beginning; a proper investigation provides management wit ...

NeuGroup for Pensions and Benefits will gather for their H1 meeting at MetLife in New York on June 11 and 12. Members will discuss a wide range of topics, including financial well-being, managing glob ...

First impressions matter! A great introduction can be a powerful door opener to new possibilities.However, in todays reality, you only have seconds to turn your introduction into a career or business- ...

This course covers how to create an engaging personal brand introduction in 20 words or less, and make a lasting, positive impression.

How do you control the data you are responsible for? Consider the impact of the May 2018 General Data Protection Regulation (GDPR), as well as the December 11, 2019 introduction of a law in India givi ...