Course Library
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Venminder's Understanding Vendor Business Continuity, Disaster Recovery and Pandemic Plans
23-Aug-2022 VenminderField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Can your organization sustain operations if a vendor is down? No organization is immune to business impacting events. It's critical both you and your vendors are prepared. You need to thoroughly eval ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Venminder's Using SLAs and KPIs for Effective Vendor Performance Management Webinar
05-Nov-2024 VenminderField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Vendor performance is an essential part of third-party risk management, and service level agreements (SLAs) and key performance indicators (KPIs) are valuable tools in the performance management proce ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- KY
-
Venminder's Vendor Complementary User Entity Controls (CUECs): What They Are and How to Use Them to Protect Your Organization Webinar
04-Jun-2024 VenminderField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Complementary user entity controls (CUECs) are crucial components of a vendor's SOC report. It's important to note that both your organization and the vendor share the responsibility to achieve contro ...Program Level:
basicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
A well-written vendor contract is one of your most valuable tools for managing third-party risks. The contract is essential for protecting your organization and its customers. Vendor contract manageme ...Program Level:
basicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
A well-written vendor contract is one of your most valuable tools for managing third-party risks, and it is essential for protecting your organization and its customers. Although contracts and contrac ...Program Level:
basicDelivery Method:
- Group Internet Based
Location:
- KY
-
Venminder's Vendor Exit Strategies and Plans: Managing the Offboarding Process Safely and Effectively Webinar
23-Jul-2024 VenminderField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Vendor relationships can end for many reasons. Your organization’s needs may have changed, you’re looking for a new vendor who better aligns with your strategic goals, or your current vendor is no lon ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- KY
-
Venminder's Vendor Exit Strategies and Plans: Managing the Offboarding Process Safely and Effectively Webinar
25-Jul-2023 VenminderField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Vendor relationships can end for many reasons. Your organization’s needs may have changed, you are looking for a new vendor who better aligns with your strategic goals, or your current vendor is no lo ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- KY
-
Venminder's Vendor Financial Red Flags Your Credit Union Should Watch For Webinar
30-Mar-2023 VenminderField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
As part of third-party risk management, you should periodically review your vendor’s financial statements and monitor financial performance. When a vendor experiences a decline in financial performanc ...Program Level:
basicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Vendor management is the process of identifying, assessing, managing, and monitoring the risks associated with your vendor relationships. The products and services provided by vendors vary, as do the ...Program Level:
basicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
An organization's vendor onboarding process should allow for identification of the right partner and is critical to the success of this future relationship. Not only does the onboarding process need t ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The onboarding process is the crucial first step in any vendor relationship, as it sets the foundation for managing the vendor and their risks throughout the partnership. What are the key components ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Vendor risk management is the process of identifying, assessing, managing, and monitoring the risks associated with your vendor relationships and a fundamental process for every organization. It’s goo ...Program Level:
basicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Before you sign the contract with a vendor, due diligence is needed to ensure they're the right fit and can live up to contractual obligations. The success of your business and its customer reputation ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Cybersecurity is a regulatory hot button issue. By taking the necessary precautions and understanding your vendors' cybersecurity posture, you can reduce the risk of them becoming your weakest link. I ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Venminder's What the Board & Senior Leadership Need to Know About Third-Party Risk Management
06-Sep-2022 VenminderField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Third-party risk management (TPRM) is a substantial component of your organization's risk portfolio. Due to this, auditors and regulators share the expectation that your board and senior leadership pl ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Venminder's What You Need to Know About Vendor Business Continuity, Disaster Recovery, and Pandemic Plans Webinar
06-Aug-2024 VenminderField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
What happens if your critical vendor goes down? Can your organization still operate business as normal? Does your vendor have an effective plan in place to resume normal operations? These are all impo ...Program Level:
basicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Third-party risk management (TPRM) is a complex process requiring multiple stakeholders' involvement to ensure it runs smoothly. While it can be challenging to differentiate between the different role ...Program Level:
basicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Ensuring your vendors have the right risk management practices and controls is essential to the due diligence process. This often means requesting and reviewing a vendor SOC report. But knowing just h ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course provides an in-depth presentation of the Venture Capital Method of valuing growth companies.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course provides an in-depth presentation of the Venture Capital Method of valuing growth companies.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
This course provides an in-depth presentation of the Venture Capital Method of valuing growth companies.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course provides an in-depth presentation of the Venture Capital Method of valuing growth companies.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
Venture Debt Course Overview This Venture Debt course explores key concepts for venture debt lenders. These lenders target companies in early growth stages that are considered too risky for traditiona ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
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Venture Funding Strategies for 2017: Surviving The Cautious Venture Capital Marketplace LIVE Webcast
08-Dec-2016 The Knowledge Group, LLCField of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Agenda SEGMENT 1: James C. Schulwolf, Partner Shipman & Goodwin LLP Traditional venture capital funds Customary terms and transaction structure Government-backed or assisted programs SEGMENT 2: Brad J ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This 4-hour course is intended to provide the Vermont CPA with training in the ethical requirements of the profession. It provides an overview of ethical thought along with the core values of the CPA ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Before you sign the contract with a vendor, due diligence is needed to ensure they're the right fit. Your reputation is far too important to allow any third party in the door that can embarrass you, r ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Cybersecurity is a regulatory hot button issue. By taking the necessary precautions and understanding your vendors' cybersecurity posture, you can reduce the risk of them becoming your weakest link. I ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Cybersecurity is a regulatory hot button issue. However, by taking the necessary precautions and understanding your vendor’s cybersecurity posture, you can reduce the risk of your vendors becoming you ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Cybersecurity is a regulatory hot button issue. By taking the necessary precautions and understanding your vendors' cybersecurity posture, you can reduce the risk of them becoming your weakest link. I ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This webinar is a part of the Construction Audit Series by Denise Cicchella!When it comes to selecting vendors, many times it is by bidding or referrals. Deciding which vendors to use is critical and ...Delivery Method:
- QAS Self Study
-
Credit Hours:
- 5 - 8 credits
Description:
Vibrant Communications is for professionals who know they can do more but feel limited by a lack of communication, abundance of conflict, and/or a need for improved interpersonal skills. Participants ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Accounting
Credit Hours:
- 9 - 12 credits
Description:
To help financial professionals avoid the pitfalls & develop a working underst&ing of FASB's consolidation framework, including majority stock ownership issues, noncontrolling interests & VIEs. You'll ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
To help financial professionals avoid the pitfalls and develop a working understanding of FASB's consolidation framework, including majority stock ownership issues, noncontrolling interests and VIEs. ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the Virginia CPA working in business, industry, or government.Delivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the Virginia CPA working in business, industry, or government.Delivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Description:
This course provides an overview of ethical thought as well as the core values of the Virginia CPA in business and the application of these values to ethical reasoning. The AICPA Code of Professional ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This course will examine ethical issues in representation of the eldery, pooled special needs trusts, long-term care planning, estate planning and asset transfers as they relate to Medicaid, and alter ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Ever wonder how virtual assets feature in modern criminal investigations? Join us for this course, where we will delve into the evolving role of virtual currency in various criminal threats. From elde ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Ever wonder how virtual assets feature in modern criminal investigations? Join us for this course, where we will delve into the evolving role of virtual currency in various criminal threats. From elde ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to navigate the ever-changing landscape of cryptocurrency regulations and stay ahead of the curve when it comes to anti-money laundering measures? Join us in this highly engaging CPE web ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
The Covid-19 pandemic has had a profound effect on the world. As economies attempt to bounce back from the financial crisis, companies have had to adjust to a new way of doing business. Social distan ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The classroom will be an overarching presentation on an advisor's compliance and regulatory responsibilities. The new ACP member will be given an introduction to core compliance and regulatory matters ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
What you do in the Estate Planning appointment varies according to what each client currently has in place. For those clients who have estate planning documents, your job is to review them and ensure ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Description: The Goals Visualization is an important appointment unique to the ACP Success Program. This appointment helps clients clarify their life goals, which helps advisors develop a tailor-made ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This classroom explores insurance needs analysis, and policy and company selection. Learning Objectives: Learn to use the ACP core insurance tools to develop an insurance portfolio that covers true ...Delivery Method:
- Group Internet Based
Location:
- NC
-
Virtual Classroom - Investment Strategy and Implementation Appointment
01-Jan-2016 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Description: In this classroom, we will learn how to advise the client in regards to investments in a way that best meets their needs and risk tolerance. Learning Objectives: Educate your clients ab ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Description: In this classroom, we will review the Portfolio Analysis Appointment, where you plant the seeds of what you want to see in the future. You water those seeds in other appointments. You wil ...Delivery Method:
- Group Internet Based
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