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This module discusses money, exploring its properties and functions. We'll be tracing the historical development of the barter economy, fiat money, and the gold standard. That includes both its benefi ...

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This course covers the importance of the application for insurance and the hazards faced by an applicant.

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This course explores the necessity for an honest and complete application for insurance.

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David Jarmusz takes you through the Form 5471 Filing Requirements. He will walk you through who needs to file and some of the most important new things to know, especially regarding the downward attri ...

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The objective of this course is to address the changes made by ASU 2016-13 to the recording of credit losses on financial instruments.  ASU 2016-13 introduces  new ASC 326 and its new expected credit ...

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During 2019 and 2020, the Auditing Standards Board issued eight new auditing standards SAS 134 - SAS 141.  These new standards are considered a suite of standards recommended by the ASB to be implemen ...

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The New Controller Guidebook describes each responsibility of the new controller and shows you how to manage each one as efficiently as possible. Topics also include the financial statements, closing ...

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The New Controller Guidebook describes each responsibility of the new controller and shows you how to manage each one as efficiently as possible. Topics also include the financial statements, closing ...

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The controller position has many responsibilities, which can seem overwhelming to someone new to the job. This course eases the transition into the controller role by describing each responsibility, n ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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- ...

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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 ...

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

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

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

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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, ...

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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, ...

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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 ...

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

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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. ...

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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 " ...

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

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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 ...

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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 ...

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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 ...

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

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

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

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

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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 ...