Course Library

Chief Financial Officers (CFOs) and financial Controllers have a lot in common but also major differences. Many companies struggle with identifying whether they need a CFO, a Controller, or simply an ...

4 CPE Hours Full Course Price: $34.50 Formats: Hard Copy and PDF This course provides the tools needed to successfully deal with the IRS when addressing and settling a tax debt. It presents informatio ...

When your client dies, what advice can you provide for the family? There are special tax rules, return requirements, issues, and options when advising clients after a family member has died. Often, th ...

One of the most common questions in seminars is, "Where do I go to find the guidance for that?" In this course, Jeff Sailor will walk you through exactly how to find the answers to most all your accou ...

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 of ...

Overview of economic and market conditions and what the future investing landscape looks like for banks.

Business owners often seek to effect a change of residency from Minnesota. This session will go over Minnesota residency law and outline areas where business owners often run into issues.

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 ...

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 ...

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. ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

In this course, you will learn advanced techniques for deciding who's telling the truth and who's lying in fraud investigations.

In this continuing education session, we review 2 Nerd’s Eye View articles: Why “Downside Protection” ETFs Don’t Protect Portfolios As Well As A Stock-Bond Mix (In The Long Term) and 10 Charts Showing ...

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 ...

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.Wi ...

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. Why ...

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 ...

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 isnt one of their strong suits. ...

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 isnt one of their strong suits. ...

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 ...

Learn how to determine the functional currency of your subsidiaries, why it matters so much, and key considerations when setting up a new entity.

Learn how to determine the functional currency of your subsidiaries, why it matters so much, and key considerations when setting up a new entity.

This course explains how to determine the functional currency of subsidiaries, why it matters, and key considerations when setting up a new entity.

This course explains how to determine the functional currency of subsidiaries, why it matters, and key considerations when setting up a new entity.

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 ...

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 ...

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 f ...

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.

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.

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.

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 ...

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 ...