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The Unplugged Vacation: How accounting firm owners can take a proper holiday without checking emails
17-Jun-2024 MY-CPE LLCField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
In this connected age, people have different definitions for vacation or different strategies for how they go about taking time away from work.Some people remain loosely plugged into the office, with ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
- Management Services
Credit Hours:
- 5 - 8 credits
Description:
While key indicators show the United States and much of the world is in a period of economic expansion, a tremendous amount of uncertainty and risk still pose challenges for organizations across the c ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- PA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this course, you will learn about how the US rack market works, both commercially and operationally. You will learn who the main market participants are, how prices are set in this market and how t ...Delivery Method:
- QAS™ Self Study
Location:
- TX
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The Use of Warrants in an ESOP Transaction
26-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Estate planners continue to emphasize trusts in their planning practices, and trusts are being used for a wide variety of clients—not only the wealthiest, but also for a much broader segment of the po ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
After completing this course, you will be able to classify property as rental, Sec. 280A vacation home, or minimal rental property; differentiate between personal use and rental use; answer questions ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This 1-hour webinar will define what a mentor is and what a mentee is, why looking for a mentor relationship is important, interview and showcase 2 mentor/mentee relationships that are currently ongoi ...Delivery Method:
- Group Internet Based
Location:
- OR
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The Value of Employee Ownership: Educating New and Current Employee-Owners on Value Creation at an Employee-Owned Company and How It Can Impact Them Both Culturally and Financially
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:
- Accounting
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Join Frank Ingrassia and Timothy Lucero for a detailed run-down on how defense attorneys can assist clients in delaying a lender?s foreclosure. Strategies include informing clients of their rights and ... -
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course covers the forms to be obtained from each potential Vendor before setting up a record in the system.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course covers the forms to be obtained from each potential Vendor before setting up a record in the system.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Over the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. To illustrate the threat ransomware is, its’ annual cost to businesses is now estimated ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Over the past two years, ransomware has surged as a significant threat to individuals and organizations of all sizes. Ransomware’s annual cost to businesses now exceeds $8 billion, up from $1 billion ...Program Level:
UpdateDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Finance & Accounting Professionals need to communicate in English on a daily basis, and if you work with the US or live and work in the US, it’s important that everyone understand you clearly. It can ...Program Level:
BeginnerDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Economics
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The objective of this presentation is to provide an overview of the political environment, prospective legislation and strategies for investment, wealth transfer and retirement planning. Jeff Bush wil ...Delivery Method:
- Group Live
Location:
- NM
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This module deals with the Weighted Average Cost of Capital - or WACC - and how to calculate it pre-and post- acquisition.Program Level:
IntermediateDelivery Method:
- QAS™ Self Study
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Field of Study:
- Accounting
Credit Hours:
- 17 - 20 credits
Description:
The Well-Rounded Accountant is an extensive overview of several different services that accountants can provide including CFO services, tax preparation, bookkeeping, tax planning, and tax resolution. ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Finance
Credit Hours:
- 5 - 8 credits
Description:
The content included in the Well-Rounded Accountant Introduction is an overview of the five areas of accounting, including tax preparation, tax planning, and tax resolution. This overview will give pa ...Program Level:
OverviewDelivery Method:
- Group Internet Based
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The Well-Tempered Retiree - Fine-Tuning Investor Behaviors in Retirement
17-May-2022 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description Investors transitioning to retirement face a decumulation dilemma: Uncertainty surrounding health, longevity, and market risks makes financial planning for retirement incredib ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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The Women's Conference (Two-Day) (ZW)
10-Jan-2022 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Personal Development
Credit Hours:
- 9 - 12 credits
Description:
The Women's Conference is a power-packed day of workshops and sessions designed to energize and invigorate you — giving you new ideas and strategies to achieve and succeed according to your goals and ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Accounting
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This session will provide the latest information on the LIBOR transition. It will begin with some historical context and how we got to this point of LIBOR phaseout. Next, the speaker(s) will cover the ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
Location:
- NJ
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The Global cash flow is a tool that breaks down barriers, revealing the amount of money available to bankers once the individual's and the company's fundamental needs have been met.Global cash flow is ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The Global cash flow is a tool that breaks down barriers, revealing the amount of money available to bankers once the individual's and the company's fundamental needs have been met.Global cash flow is ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course notes the actions to be taken to close the books at the end of the fiscal year, as well as other activities required at the end of the calendar year. There is a particular emphasis on seve ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course notes the actions to be taken to close the books at the end of the fiscal year, as well as other activities required at the end of the calendar year. There is a particular emphasis on seve ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course clarifies for the accountant the intricate series of activities needed to correctly close the books at year-end. Following the guidance in this course reduces the risks of having closing ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The most critical work product of the accounting department is the year-end close, resulting in the issuance of full-year financial statements. This close involves all of the usual month-end closing a ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
The 2018 Yellow Book (which is the most recent update) contains the latest version of generally accepted government auditing standards (GAGAS). The contents of the Yellow Book may seem incomprehensibl ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS™ Self Study
-
Description:
The 2018 Yellow Book (which is the most recent update) contains the latest version of generally accepted government auditing standards (GAGAS). The contents of the Yellow Book may seem incomprehensibl ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
Location:
- MA
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 13 - 16 credits
Description:
Is it time for you to know the Yellow Book--really know it? Let Leita be your guide as she converts the GAO's Government Auditing Standards into plain English and helps you apply its unique standards ...Program Level:
IntermediateDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 13 - 16 credits
Description:
Is it time for you to know the Yellow Book really know it? Let Leita be your guide as she converts the GAOs Government Auditing Standards into plain English and helps you apply its unique standard ... -
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 13 - 16 credits
Description:
How well do you know the Yellow Book? Let Leita Hart-Fanta be your guide as she converts the GAO's Government Auditing Standards into plain English and helps you apply its unique standards and guidanc ...Delivery Method:
- QAS™ Self Study
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The Yield is Greatest Before It's Zero! - A Session on the Ins and Outs of Bond Ladders
12-Nov-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
This presentation will review fixed income strategies available to provide clients with income for retirement and other purposes, with a special focus on the use and construction of bond ladders of ze ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Theory & Concepts of Private Equity (formerly Level I)
Institutional Limited Partners Association (ILPA)Field of Study:
- Specialized Knowledge
Description:
Formerly known as ILPA’s “Level I” course, Theory & Concepts of Private Equity, part of ILPA’s “Comprehensive” class series, is designed for the participant looking for a graduate/MBA style study of P ...Program Level:
ComprehensiveDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
This module covers various economic theories.Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Financial counseling is conversation, or series of conversations, designed to help meet clients’ emotional needs. To have these conversations, you need to know what to look for, what to say, and how t ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
There Are No Difficult Clients (only advisors who have run out of tools)
19-Feb-2019 The Financial Planning Association of MinnesotaCredit Hours:
- 1 - 4 credits
Description:
Presentation Description: The premise is simple: Your client isn't the problem; it is an unhealthy belief system and the relationship we and our clients have with money that matters. This workshop ex ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Introduction to new IRS Forms like Form 172 NOL, Form 7217 - Partner’s Report of Property Distributed by a Partnership, and Form 1099 -DA and New Form 1040 Sch 1 and many others.Delivery Method:
- Group Internet Based
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