Course Library

How to manage your time, stay organized, and get more done. Attend Taking Control of Your Workday, and you'll gain the specific skills and ideas that can increase your personal productivity, career po ...

For professional firms, in all industries, maximizing our time is a struggle. There are only so many hours in the day, and we want to help as many clients as possible. How do we maximize our time and ...

Time escapes minute by minute and hour by hour. Nothing you do will stop or rewind a clock or calendar. Everyone has the same amount of time: 24 hours, which is 1,440 minutes per day. There is no shor ...

What is "surge" and why should I consider implementing it in to my practice? During this session we will discuss the pros and cons of grouping all client meetings during certain specified periods of t ...

This course discusses the right of parents to take time off from work after the birth of a child.

This course looks at the Alteryx time series tools. You’ll use historic data to make univariate and covariate forecasts, and how to compare forecast outputs. Finally, you’ll learn the merits and downs ...

This course looks at the Alteryx time series tools. You’ll use historic data to make univariate and covariate forecasts, and how to compare forecast outputs. Finally, you’ll learn the merits and downs ...

In today’s business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your org ...

This module deals with the effects of interest rates on investment and financing project.

Among the most primary concepts in finance is that a sum of money today (present value) is not worth the same amount tomorrow (future value). This course explains the mechanics of measuring and compar ...

This course is intended as a review of the subject of Time Value of Money and includes illustrations of common applications.

This course is intended as a review of the subject of Time Value of Money and includes illustrations of common applications.

This course is intended as a review of the subject of Time Value of Money and includes illustrations of common applications.

This course is intended as a review of the subject of Time Value of Money and includes illustrations of common applications.

Among the most primary concepts in finance is that a sum of money today (present value) is not worth the same amount tomorrow (future value). This course explains the mechanics of measuring and compar ...

This course thoroughly covers the fundamentals of time value of money, including interest rates, future value, present value, and internal rate of return.  Common personal and business applications ar ...

According to the FASB's guidance on fair value measurements ASC820-10-5 (FAS-157, Fair Value Measurements), Level 3 hierarchy accepts fair values estimates based on present value of expected future ca ...

According to the FASB's recent guidance on fair value measurements, Level 3 hierarchy accepts fair value estimates based on present value of expected future cash flows. Furthermore, CPAs must have a w ...

Why is a dollar today more valuable than a dollar tomorrow? The answer lies in the time value of money, a foundational financial principle that explains how moneys worth changes over time. This concep ...

The Time Value of Money (TVM), a fundamental financial principle, explains the worth of money in relation to time; money received today is worth more than money received in the future. TVM has wide ap ...

The selection and implementation of a practice management software can feel completely overwhelming; but, you know you need a better way to manage your accounting firm. From client onboarding to clien ...

A mid-year update covering wide-ranging topics on investment markets, the economy and events, including why value struggled between 2010-2020 and an update on value since 2020.

According to a 2024 story from Marketplace.org Home prices have risen 423% in 40 years. The compounding of the price and current interest rates has accelerated a trend of many Americans considering al ...

It's that time again to begin exploring ways we can manage tax season, stay sane, and still be intentional about how we lead our firms. In this webinar we'll discuss some capacity management tips for ...

Presentation Description This seminar will discuss different ways to protect family wealth — in particular, closely-held business interests — in the event of divorce or death.  The presenters will con ...

As a dental professional, you know it takes more than just money to run a successful practice. Reinvesting in your practice and helping it grow requires time, commitment, and money. As a dental practi ...

Organizations were blindsided recently by a series of crises from the impact of the Covid- 19 pandemic to Black Life Matters civil unrest. As we look to an uncertain future, employees are looking tole ...

In a financial crisis, asset prices see a steep decline in value, businesses, and consumers are unable to pay their debts, and financial institutions experience liquidity shortages. This webinar will ...

Ready to grab the reins of your emotions and sharpen your social savvy? Emotional Intelligence (EQ) isnt just a trendy term; its your secret weapon. Fear of flopping, rejection jitters, or the dreaded ...

This comprehensive and clearly explained two day program is for professionals who are seeking an in-depth understanding of today's North American natural gas industry and want to be up and running to ...

The real estate market is volatile—to say the least—and Congress continues to tweak tax rules surrounding ownership and sales of real property. In Today's Real Estate Tax Issues and Strategies, Karen ...

The real estate market has bounced back some since the major collapse in the recession, but its future is still unclear. Congress keeps tweaking tax rules surrounding ownership and sales of real prope ...

The real estate market is volatile—to say the least—and Congress continues to tweak tax rules surrounding ownership and sales of real property. In Today's Real Estate Tax Issues and Strategies, Karen ...

The real estate world has changed dramatically over the past decade. We've seen it go from boom to bust to boom (at least in some areas of the country) with some of the real estate tax rules changing ...

Complication is the name of the game when it comes to real estate tax rules. Indeed, revisions to the rules occurred at an increasing pace in recent years as rule makers responded to the real estate b ...

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 ...

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 ...

Learn “how it all fits together.” This in-depth two-day program provides a comprehensive and clear explanation of the structure, function, and current status of today's U. S. electric power industry; ...

Workplace sensitivity is about ensuring that everyone in the workplace is respected and treated appropriately, regardless of who they are. Just as we have wants and needs, so do the others around us. ...

The topic of ethics has seemed to permeate every aspect of today's business operations, including occupying a significant spot in today's business and professional curriculum. Yet, with all the discus ...

Presentation Description:   As the baby boomer generation ages, the estimated $72.6 Trillion of wealth transfer over the next 25 years is a major planning opportunity for the advisor community.   This ...

Our desire to build wealth can often make us vulnerable to con artists and investment schemes. In this informative course, Romney identifies and explains common investment schemes using interesting ex ...

This program will provide attendees with an ESOP Administration Toolkit - a set of documents to use to guide the annual administration of the ESOP, including timelines for working with service provide ...