Course Library

The Pocket CFO: Tools and Metrics is a one-stop problem-solver for today’s busy executive. Sequel to The Pocket MBA: Concepts and Strategies, this course is a working guide to help you quickly navigat ...

This course is a one-stop problem-solver for today’s busy executive. It is a working guide to help you quickly pinpoint in the complex world of business.   •       What to look for •       What to do ...

Benjamin Franklin once said, If you fail to plan, you are planning to fail.Life presents all of us with circumstances dash; some good dash; some bad. We all believe that we will live forever, healthy ...

This course introduces Power BI's online service, which provides a platform for users to upload their reports from Power BI Desktop, or create reports directly. Some functionality covered requires acc ...

This course introduces Power BI's online service, which provides a platform for users to upload their reports from Power BI Desktop, or create reports directly. Some functionality covered requires acc ...

Array formulas have been available in Excel for decades. But recent enhancements to Excel have breathed new life into this feature. With the new “dynamic array” concept, you can leverage Excel’s array ...

There’s no easy path to excellence, it’s up to you and your team. Firms that commit to shaping their purpose and remain dedicated to seeing it through will end up with a high-performing team working t ...

This program will take a historical look at dividends and examine the future of dividend investing. It will provide an overview of how dividends have affected returns over the years, trends such as to ...

Have you ever hesitated to give someone feedback, fearing it might be taken the wrong way? Or felt unsure how to react when receiving feedback yourself? In todays fast-paced work environment, the abil ...

Have you ever hesitated to give someone feedback, fearing it might be taken the wrong way? Or felt unsure how to react when receiving feedback yourself? In todays fast-paced work environment, the abil ...

Your clients' tax returns contain a goldmine of planning opportunities—if you know where to look. This hands-on workshop shows you how to transform Form 1040 from a compliance document into a powerful ...

To be effective in organizations today, you must be able to influence people. Your title alone isnt always enough to sway others, nor do you always have a formal position. So, whats the best way to po ...

Effective leaders look beyond themselves and apply emotional intelligence to work effectively with others and build lasting relationships with both internal and external stakeholders. In this course w ...

The most successful negotiators are systematic and precise with their preparation, ask thoughtful open-ended questions, listen intently, understand the other side's perspective, think strategically, a ...

Data analytics is a popular buzz phrase in the forensic accounting and fraud investigation world. Common descriptive words include “big data” and using “Python” and automation. But what if we told you ...

Want to become the kind of leader people actually want to follow? This practical session shows you how to build trust, inspire your team, and create the positive culture that drives real results. Ed s ...

Positive Pay and Payee Positive Pay are some of the most powerful tools developed in the fight against check fraud. These services are offered by all major banks and most regional banks. When combined ...

Presentation Description: In today’s VUCA world--Volatile, Uncertain, Complex, Ambiguous--those who can demonstrate a strong purpose will be more successful. Based on Richard Leider’s perennial bestse ...

Are you confident that your next presentation will capture and hold your audiences attention? Do you know how to structure your content to achieve your communication goals effectively?Whether preparin ...

Are you confident that your next presentation will capture and hold your audiences attention? Do you know how to structure your content to achieve your communication goals effectively?Whether preparin ...

In todays fast-paced world, compelling stories are more powerful than ever. They help us connect with our audience on a deeper level, make our messages memorable, and differentiate ourselves from the ...

In todays fast-paced world, compelling stories are more powerful than ever. They help us connect with our audience on a deeper level, make our messages memorable, and differentiate ourselves from the ...

Now that youve selected a story idea to develop, its time to hone it into a cohesive and meaningful narrative using the five structural elements represented by the acronym SPARC: Situation, Problem, A ...

Now that youve selected a story idea to develop, its time to hone it into a cohesive and meaningful narrative using the five structural elements represented by the acronym SPARC: Situation, Problem, A ...

Are you finding it challenging to keep your audience engaged? The key lies in understanding your internal source of speaking confidence, often referred to as flow.This is where story and storyteller c ...

Are you finding it challenging to keep your audience engaged? The key lies in understanding your internal source of speaking confidence, often referred to as flow.This is where story and storyteller c ...

This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.You have worked hard for your business and creat ...

In this presentation, Sophie will share her experience with and perspective on the Pyramid as a powerful tool for financial planning and portfolio rebalancing.  She will briefly examine the tools’ tab ...

Many members struggle with bond ladder details. The concept is clear but building a theoretical bond ladder is different than an actual ladder. As time allows the following questions will be addressed ...

Are you feeling overwhelmed by the prospect of a Collection Due Process (CDP) Hearing with the IRS?Dont worry, weve got you covered!This Street View guide will cover every step of the process, providi ...

You have practice management software, but are you actually getting the efficiency you paid for? Join us for a conversation with operation leaders Ashley Fontenot and Whitney Kisner as they share 7 st ...

Trust, Trust, Trust! It can’t be emphasized enough. This course goes to the very heart of practitioner-client relationships. We’ll discuss trust in the context of clients, scenarios, and common experi ...

This course summarizes the nearly two-hundred pages of the AICPA code, giving you a clear and concise understanding of its overall framework.

This course summarizes the nearly two-hundred pages of the AICPA code, giving you a clear and concise understanding of its overall framework.

This course summarizes the nearly two-hundred pages of the AICPA code, giving you a clear and concise understanding of its overall framework.

This course summarizes the nearly two-hundred pages of the AICPA code, giving you a clear and concise understanding of its overall framework.

This course summarizes the nearly two-hundred pages of the AICPA code, giving you a clear and concise understanding of its overall framework.

Established by Toyota 30 years ago, lean manufacturing has revolutionized the way businesses operate by focusing on eliminating waste and creating value. Initially applied to manufacturing, various in ...

Established by Toyota 30 years ago, lean manufacturing has revolutionized the way businesses operate by focusing on eliminating waste and creating value. Initially applied to manufacturing, various in ...

14 CPE Hours Full Course Price: $94.50 Formats: Hard Copy and PDF This course will serve as a guide to executing private equity deals from start to finish. It covers every stage of the private equity ...

Budgets are essentially action plans for an organization. A well-managed budget allows businesses to attain their goals through determining how they use revenue and expenses. Every business needs to h ...

8 CPE Hours Full Course Price: $69.50     Formats: Hard Copy and PDF From ever-changing client and employer expectations to the rise of artificial intelligence, it has never been more important to fut ...

With the important role fair value is playing in the creation of a converged set of global accounting standards, demand for products in this category is growing spectacularly. This course covers the e ...

It is estimated that 95% of IRAs are in vehicles addressed in the Internal Revenue Code. The remaining 5% or so are held in what the industry commonly calls 'self-directed' accounts—because they are u ...