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You’ve used Power BI to create fundamental reports and dashboards. Now you’re ready for even more advanced reporting. Extend your Power BI environment with tools such as Data Analysis Expressions, Key ...

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In this knowledge-packed 1-hour webinar you will learn multiple vendor and accounts payable workflows as well as scenarios to boost your company’s financial literacy. Featured topics will cover; bill ...

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In this one-day seminar, we will briefly review the TRID rules and focus on real world scenarios and examples that institutions face when actually trying to complete the loan estimate and closing disc ...

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A simple trust is not that simple. Many issues can arise in preparing fiduciary returns – especially the final one. In this course from Mary Kay Foss, CPA, we discuss revocable trusts in general and h ...

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This program provides a deep dive into current venture capital market conditions and the changing legal environment. Geared toward the experienced venture capital practitioner, our expert faculty of l ...

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This program provides a deep dive into current venture capital market conditions and the changing legal environment. Geared toward the experienced venture capital practitioner, our expert faculty of l ...

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This program provides a deep dive into current venture capital market conditions and the changing legal environment. Geared toward the experienced venture capital practitioner, our expert faculty of l ...

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This program provides a deep dive into current venture capital market conditions and the changing legal environment. Geared toward the experienced venture capital practitioner, our expert faculty of l ...

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This course moves beyond the regular visualizations in Tableau and shows users how to create more advanced charts such as layered maps, funnels and waterfall charts.

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This course moves beyond the regular visualizations in Tableau and shows users how to create more advanced charts such as layered maps, funnels and waterfall charts.

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Are you ready to unlock the secrets of effective working capital forecasting and fortify your financial acumen? In the ever-evolving world of business finance, working capital plays a pivotal role in ...

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Are you new to the career of fundraising and want to better understand your options for advancing in the career? Or, perhaps you’ve worked in the field for several years and want to move into other ar ...

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Women make up 24% of accounting industry partners, which doesn't make sense since men and women have been graduating with accounting degrees in equal numbers since the 1970s. At the same time, firm le ...

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Women make up 24% of accounting industry partners, which doesn't make sense since men and women have been graduating with accounting degrees in equal numbers since the 1970s. At the same time, firm le ...

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In this workshop, we will look at behaviors and techniques for women leaders that will help them assess and build their skills to allow them to achieve their full potential. Participants will be able ...

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Non-profits refer to organizations like public charities, foundations, churches, fraternal groups, and chambers of commerce, which are built to address a social purpose. They encompass a broad range o ...

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Advertisements can provide a great first impression to customers and potential customers. You can inform them of the products and services you provide, any specials you are offering, and your support ...

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A two-hour webinar that will address advertising rules for deposits. Advertisements can provide a great first impression to customers and potential customers. You can inform them of the products and s ...

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A two-hour webinar that will address advertising rules for loan products.  Advertisements can provide a great first impression to customers and potential customers. You can inform them of the products ...

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The SEC’s anti-fraud rules pursuant to Section 206 of the Investment Advisers Act of 1940 lay the regulatory foundation of the adviser’s relationship with its clients. Rules promulgated under Section ...

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Does thinking about tax notices remind anyone else of the Jaws theme song? As with the iconic movie, it is just a matter of time before your clients receive a dreaded IRS letter. These “love letters” ...

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Does thinking about tax notices remind anyone else of the Jaws theme song? As with the iconic movie, it is just a matter of time before your clients receive a dreaded IRS letter. These “love letters” ...

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Presentation Description: When clients cope with death, divorce, retirement, empty nest, or other life transition, your in-office actions determine whether they stay with you. Understand the unique is ...

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Almost every single one of your clients will be required to file IRS Form 1041 to settle trusts or an estate.   Trusts and estates are subject to federal income taxation, of course, and an entire subc ...

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Are you considering making the transition from accountant to “Trusted Advisor” but don’t know where to start? Do you wonder how to market, price, and sell advisory services and especially whether your ...

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Low-expense portfolios enable financial advisors to build a diversified core portfolio capturing equity appreciation efficiently across most asset classes but not so much with foreign equities in many ...

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Note: This is an advanced-level course. A working knowledge of estate planning is advisable. Advisor’s Guide to Estate Planning is written specifically to present experience-based guidance to practiti ...

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This course presents a comprehensive review of investment planning concepts and investment instruments. It draws together the important topical concepts of investment risk, modern portfolio theory, pe ...

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Mutual funds have long been the backbone of the investment industry. They effectively introduce diversification and asset allocation to all classes of investors. This democratization of investing has ...

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POD, TOD, Totten Trusts, and beneficiary designations: all are contracts that can be used to transfer wealth from one person to another upon death. These types of beneficiary designations specifically ...

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Millennials, Gen X, Gen Y, and beyond. The next generation of investor clients may not look anything like the Baby Boomers you’ve built your business around. Retirement may look different; already we ...

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Should advisors get on Google+? Do you need to bother with yet another social network? The answers: yes and yes, says Robert Clark, an independent marketing consultant to advisors who has researched t ...

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The accounting industry is evolving, and firms that solely focus on compliance may struggle to stay ahead. As automation and artificial intelligence reshape traditional accounting roles, the demand fo ...

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The accounting industry is evolving, and firms that solely focus on compliance may struggle to stay ahead. As automation and artificial intelligence reshape traditional accounting roles, the demand fo ...

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Affordable Care Act: Individual Rights & Responsibilities reviews the principal provisions of the law affecting individuals and considers the law’s coverage-related provisions, personal income tax cha ...

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