Course Library

Embark on a transformative journey into the intricacies of auditing with our exclusive CPE webinar, Thinking Like an Auditor. Led by the esteemed CPA, Jennifer Louis, this comprehensive course delves ...

External auditors understand concepts like materiality, reasonableness, and risk of material misstatement.  This course will explain how to think like an auditor when preparing and fairly presenting y ...

Dive headfirst into the electrifying realm of Employee Retention Credit (ERC) as we untangle the latest IRS revelations that impact third-party payors! This captivating nano-learning course plunges in ...

Payment fraud has existed since before the founding of our country, and has accelerated exponentially since the advent of the internet. Covid-19 has created a fertile bed for even more payment fraud o ...

Payment fraud is an expanding global threat, especially during Covid-19, and check fraud continues to be the primary method of choice used by fraudsters committing payment fraud. Despite predictions o ...

The amount of information in the world is doubling every two years. The average worker's skills expire in less than seven years. The facility and manner in which people conduct their jobs significantl ...

For years, Congress and the IRS have been using penalties as a way to bring in extra funds. In this course, we will discuss IRS penalties, how to avoid them, and, more importantly, how to remove them. ...

For years, Congress and the IRS have been using penalties to bring in extra funds.  In this course, we'll explore IRS penalties, strategies to avoid them, and most importantly, methods to eliminate th ...

This workshop is designed for analysts that may have a requirement or desire to learn threat hunting or the managers of such analysts. Introductory course to threat hunting. Teaches students the respo ...

This three-day course is designed as a hand-on workshop. Not only will you learn about practical energy statistical techniques and tools, but you will practice building statistical models in a worksho ...

Executing the right distribution strategy when clients reach retirement is one of the most important aspects of your role as their financial professional. There’s no question that clients are living l ...

Is it better to be a specialist or a generalist?Specialists are subject matter experts in a field who usually attain their status by investing large amounts of time. Indeed, the 10,000-hour rule is a ...

Is it better to be a specialist or a generalist?Specialists are subject matter experts in a field who usually attain their status by investing large amounts of time. Indeed, the 10,000-hour rule is a ...

Finance leaders driving growth must go beyond incremental improvements and embrace a complete transformation built on the three pillars of People, Process, and Technology. This session will show you h ...

If you’re a fiduciary advising retirees with taxable or tax-free Roth assets, this class shows you how to help clients decide among three withdrawal choices for generating a lifetime income stream.   ...

What makes an accountant truly influential in todays profession? In this episode of Thrivecast, we explore the skills that distinguish thriving leaders from the rest, from mastering storytelling to na ...

In todays fast-changing accounting landscape, firm leaders are rethinking how to balance profit, time, and freedom.What if your firm could thrive without being tied to the grind of billable hours? In ...

What separates a great accountant from a great leader? Many firms promote based on technical expertise, yet that doesn;t always translate into effective leadership. This CPE Episode of Thrivecast dive ...

What happens when collaboration becomes a competitive advantage? In this CPE Episode, we explore how the BDO Alliance has redefined partnership in public accounting, transforming competition into conn ...

What if the very system designed to train elite accountants is also driving them out? In this episode of the Thrivecast, host Jason Blumer unpacks the professions hidden cracks with guest Chase Birky, ...

What does it take to scale your firm without breaking it? In this episode of The Thrivecast, host Jason Blumer welcomes back Ian Vacin for a powerful follow-up to their Deeper Weekend session. This ep ...

Are you ready to hit reset and step into a new chapter with renewed energy? In this solo Thrivecast Episode, Jason Blumer takes the mic to reflect on fresh starts, new commitments, and why letting go ...

What happens when the CPA pipeline starts leakingand no one agrees on the fix? In this compelling episode of Thrivecast, host Jason Blumer sits down with Tom Hood, EVP of Business Growth and Engagemen ...

Success in accounting isnt always about numbersits about purpose, reinvention, and connection. In this powerful episode of Thrivecast, host Jason Blumer sits down with Seth David, founder and chief ne ...

What if the key to solving accountings talent crisis isnt inside your firm, but in the classroom? In this eye-opening episode of Thrivecast, host Jason Blumer sits down with Dr. Josh McGowan, CPA, CFO ...

Welcome to this exciting Episode of Thrivecast dash; A Thriveal Series Podcast! where we dive into the inspiring journey of Brett Kelly, founder and CEO of Kelly Partners Group.Tune in as Brett shares ...

What if the real transformation in accounting doesnt start with numbers, but with how we tell our story? In this episode of Thrivecast, guest Calvin Harris, CEO of the New York State Society of CPAs, ...

What happens when technology meets human connection in accounting? This CPE Episode of The Thrivecast explores how digital transformation is reshaping the accountant-client relationship. Host Jason Bl ...

In this special Episode of Thrivecast, host Jason Blumer delivers a solo masterclass on a topic every firm entrepreneur needs to hearstrategic rest. With conference season in full swing, Jason explore ...

Can accounting firms grow like corporations without losing their soul?In this forward-looking episode of Thrivecast, host Jason Blumer welcomes Jeremy Clopton, Managing Director of Upstream Academy, t ...

Is your tax planning really adding value, or just estimating liabilities? In this episode of Thrivecast, host Jason Blumer sits down with Dr. Jackie Meyer, a CPA and SaaS entrepreneur redefining how a ...

The IRS continues to face significant staffing reductions, leaving tax professionals and taxpayers to rely increasingly on self-help tools and digital services. This session explores practical ways to ...

Threat Intelligence Summit 2016

Many people today say they feel more rushed than ever. If you are feeling overwhelmed, this course is for you. This course is designed to provide a 'big picture' understanding of the essentials of pro ...

Many people today say they feel more rushed than ever. If you are feeling overwhelmed, this course is for you. This course is designed to provide a 'big picture' understanding of the essentials of pro ...

Business people are now asked to take on more duties than ever. We can't change this trend, but we can decide how to spend our valuable time and eliminate non-value-added activities and time-wasters. ...

Time management is the process of organizing and planning how to divide time between specific activities. Good time management enables one to work smarter – not harder – so that they get more done in ...

Managing Time Cards can be a tedious process.  Even with the Time and Labor Products that are available today it is still very time-consuming.  Verifying the data, making adjustments, adding additiona ...

Effective primary care practices and networks have the unique ability to reduce the overall cost of care in rural communities through better patient engagement, education, prevention, clinic operation ...

Managers are the stewards of the organization’s resources, the natural custodians of its stability, its reputation, its methods, and its future. One the most significant resources is time. Time is a r ...

Managers are the stewards of the organization’s resources, the natural custodians of its stability, its reputation, its methods, and its future. One the most significant resources is time. Time is a r ...

You wake each day to the precious gift of time. Your effectiveness, contributions, and sense of purpose are all affected by your ability to be in sync with the clock. An awareness around time can radi ...

Time escapes minute by minute and hour by hour. Nothing you do will stop or rewind a clock or calendar. You all have the same amount of time, 1,440 minutes per day. There are no short-cuts to managing ...