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Where Do They Go Wrong? “ Using Risk Assessment To Improve Audit Effectiveness
29-Sep-2021 MY-CPE LLCField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
All CPAs obtain and document an understanding of their audit clients’ systems of internal control over financial reporting. Very few, however, use that information as a basis for reducing the amount ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Overview of economic and market conditions and what the future investing landscape looks like for banks.Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- OK
-
Where the Roads Meet: Interplay between Trustee and the Board of Directors
09-May-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This presentation will focus on the interaction between the trustee (whether internal or independent) and the board of directors on matters impacting ESOP-owned companies. Presenters will discuss the ...Delivery Method:
- Group Internet Based
- Group Live
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Where you are on your roadmap to retirement - baby boomers (55-75)
06-Aug-2020 National Center for Employee Ownership (NCEO)Field of Study:
- Finance
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
How to assess your retirement readiness? Participants who attend this call can expect to learn: • How to determine your retirement income needs • Why expenses may change during retirement years • How ...Program Level:
All levels welcomeDelivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course is part 2 on whistleblower hotlines.Organizations manage the hotline process in various ways. There is no single method that can be pointed to as a leading practice for all organizations. ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
A whistle-blower is anyone who possesses and reports insider knowledge of illegal, illicit, or fraudulent activities occurring within an organization. Whistle-blowers can be employees, suppliers, cont ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
A whistle-blower is anyone who possesses and reports insider knowledge of illegal, illicit, or fraudulent activities occurring within an organization. Whistle-blowers can be employees, suppliers, cont ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of whistleblowing in the corporate environment, focusing on the roles, risks, and protections associated with whistleblowers. It explores the legal frameworks that pro ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of whistleblowing in the corporate environment, focusing on the roles, risks, and protections associated with whistleblowers. It explores the legal frameworks that pro ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Step into the world of whistleblowing hotlines as we decode their simplicity and significance in modern corporate compliance.In the intricate realm of compliance, whistleblowing hotlines stand as sent ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
In an increasingly global and coordinated fashion, the Department of Justice, the SEC, the CFTC, and other U.S. and foreign agencies are pressing forward with a white collar enforcement program of unp ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Regulatory Ethics
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
In an increasingly global and coordinated fashion, the Department of Justice, the SEC, the CFTC, and other U.S. and foreign agencies are pressing forward with a white collar enforcement program of unp ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course will discuss the typical profile of an employee who is liable to commit corporate fraud as revealed by numerous studies. In addition, you will be provided with several types of common sche ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Credit Hours:
- less than 1
Description:
Gautam Adani, one of the wealthiest individuals in the world, is facing serious allegations of bribery and corruption that threaten his business empire. As the founder of the Adani Group, a multinatio ...Delivery Method:
- Nano Learning
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Many times after filing a joint return spouses have opposing views of who should be responsible for a resulting tax obligation when the IRS comes to call. The IRS has recently amended its innocent spo ...Program Level:
IntroductoryDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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Who Stole My Cheese “ Profiles Of Different Fraud Perpetrators and How to Prepare For Them
17-Nov-2021 MY-CPE LLCField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Fraud is an insidious crime. Commonly defined, fraud is an act in which attempts are made to deceive with promises of goods, services, or financial benefits that do not exist, were never intended to b ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
There are several factors that make doing Roth Conversions particularly attractive right now. Currently, we are in a very low tax regime. This tax regime is set to expire and revert back to the old ru ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Who's Lying? How to Identify and Document Untruthfulness in Fraud Investigations
Association of Certified Fraud ExaminersField of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
In this course, you will learn advanced techniques for deciding who's telling the truth and who's lying in fraud investigations.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
A new version of the Form I-9, Employment Eligibility Verification, was released on July 17, 2017. By September 18, 2017, employers were to start using the revised form. This webinar will provide an ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
By offering tax preparation and planning as part of our client engagements, ACP members can add meaningful value for clients. There are few financial issues that are not connected to taxes in some way ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
If you are working as an accountant, you need to use a variety of accounting programs daily. However, accounting software is mostly focused on numbers, while your job includes more responsibilities. W ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Why is the finance profession still failing to attract women? Women make up 26.4% of finance professionals in the United States and that ratio has been relatively unchanged for more than a decade. Wh ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Could auditors be overlooking fraud in your organization? This archived webinar examines five case studies in which auditors glossed over frauds of more than $500,000. It also explores the factors tha ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Is ChatGPT coming for your HR job? Not so fast. While AI tools like ChatGPT are powerful in streamlining certain tasks, replacing the nuanced work of HR and Recruiting isn’t one of their strong suits. ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Is ChatGPT coming for your HR job? Not so fast. While AI tools like ChatGPT are powerful in streamlining certain tasks, replacing the nuanced work of HR and Recruiting isn’t one of their strong suits. ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Are you tired of ineffective conflict resolution strategies that seem to fall short when dealing with workplace bullying?Delve into this course, we will discuss Behavioral Elimination Model Mastery, R ...Delivery Method:
- QAS Self Study
-
Why D&O, Fiduciary, and Cyber Insurance Are Particularly Important for ESOPs
30-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Learn how to determine the functional currency of your subsidiaries, why it matters so much, and key considerations when setting up a new entity.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
Learn how to determine the functional currency of your subsidiaries, why it matters so much, and key considerations when setting up a new entity.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how to determine the functional currency of subsidiaries, why it matters, and key considerations when setting up a new entity.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how to determine the functional currency of subsidiaries, why it matters, and key considerations when setting up a new entity.Delivery Method:
- QAS Self Study
-
Why Don’t Prospects Commit? “Negative Close” and Five “Self-Persuasion” Questions, and Fix, Fine, Flourish: A Framework To Re-Engage Stagnant Clients
24-Mar-2025 Kitces.comField of Study:
- Specialized Knowledge
Description:
In this continuing education session, learners will review 3 Nerd’s Eye View blog articles: Why Don’t Prospects Commit? How “Negative Close” Can Be A Powerful Way To Help Prospects Move Forward, Five ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Personal property is tangible, movable property that is utilitarian, collectible, decorative or a combination of the three. These can be anything from paintings, china and antiques to photography, vin ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
“You never know what is enough unless you know what is more than enough.”The challenge here is to explain what we mean when we say cash flow. In recent decades bankers have seen several top contenders ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Transparency is a regulatory burden imposed on RIAs by the government and modern marketing. CFA Institute's Global Investment Performance Standards (GIPS®) are designed to increase transparency and co ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Why Good People Do Bad Things: The Psychology of Workplace Deviance
Association of Certified Fraud ExaminersField of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Knowing how employees commit fraud isn't enough. You must recognize why employees steal from their organizations in the first place. This course focuses on the psychology of workplace deviance and fra ...Delivery Method:
- QAS Self Study
-
Why High Equity Valuations And Low Bond Yields Won't (Necessarily) Break The 4% Rule and Maximizing The Step-Up In Basis By Gifting Assets Between Spouses
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Why I Like You, Why I Don't
28-Jul-2025 University of Kentucky Auxiliary Services - College Business Management Institute (CBMI)Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- KY
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
n a world where unexplained critical insurance exposures are becoming the norm, the need to help clients navigate this sector has never been greater. This valuable and straightforward course helps you ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Change is a constant in life and business, but it's not always easy to navigate. Whether you're looking to improve your habits or manage change within your organization, understanding the science behi ...Delivery Method:
- QAS Self Study
-
Why Minimizing the Costs of Investment Products Should be a Priority of Advisors
12-Sep-2023 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Are your investment returns falling victim to hidden costs? It's time to shed light on the unseen expenses that can significantly impact your financial outcomes.In this online webinar, Ph.D. of Statis ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
This presentation provides a case study informing how a regional economy can create an opportunity rich landscape for investors. With the state of Minnesota as our example, we will delve into how a re ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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