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Ethics is only easy in a textbook. Applying ethics in real-life is complicated. Ethical dilemmas involve multiple stakeholders, competing priorities, short- and long-term perspectives, risks, and rewa ...

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This class is the final installment of the Investor Behavioral Coach Certificate.  While the rest of the curriculum is rooted in general theory, knowledge and skills, this module is dedicated to the s ...

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Upon completion of this session, you will be able to: Introduce Agile techniques to decrease audit cycle time without increasing audit risk Leverage existing audit tools, templates, and approaches to ...

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In almost all projects, we’ll need to parse data and perform calculations to facilitate further analysis. In this course we’ll look at the parsing and formula tools available in Alteryx.

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In almost all projects, we’ll need to parse data and perform calculations to facilitate further analysis. In this course we’ll look at the parsing and formula tools available in Alteryx.

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OAG401WEB

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Many organizations have gone through extensive efforts to comply with Sarbanes-Oxley and other internal control regulations to ensure accuracy in their financial statements. However financial statemen ...

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All entities are subject to the new expected credit loss model established by recent GAAP.  This course will provide highlights of the latest requirements for measurement, presentation, and disclosure ...

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This course takes an in-depth exploration of the information gathering process and documentation of the Risk of Material Misstatement that is required under Generally Accepted Auditing Standards (GAAS ...

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This course delves deeper into the major components of the IPPF Standards and their meaning to the profession.

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This course delves deeper into the major components of the IPPF Standards and their meaning to the profession.

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This course delves deeper into managing the internal audit activity and the challenges that may be faced.

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This course delves deeper into managing the internal audit activity and the challenges that may be faced.

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This course delves deeper into the Performance Standards as they relate to conducting internal audit projects.

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This course delves deeper into the Performance Standards as they relate to conducting internal audit projects.

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With so many financial planning tools out there, it can be a challenge to find the best ones and put them into practice. In this workshop, Rick Kahler CFP®, CFT-I™, CeFT®, will discuss the exercises, ...

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The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we’ll work through several visual case studies, and learn how to use the hierar ...

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The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we’ll work through several visual case studies, and learn how to use the hierar ...

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A three-hour remote seminar on issues related to the Appraisal Regulations and Interagency Guidance and recent revisions.

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This course explores the practice of Appreciative Inquiry (AI) as a collaborative and constructive inquiry process.

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This course teaches two approaches to dealing with ethical situations and preventing regret.

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Whether we recognize it or not, we are confronted with ethical situations everyday. Ethics dictate how we act, how we behave, and guides the decisions we make. How do we avoid regretting our actions l ...

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This engaging discussion-based seminar provides participants access and insight on the General Principles of Appropriations Law (Redbook) including the most recent updates. Participants learn the fund ...

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Have you ever signed a business agreement without fully understanding the arbitration clause buried within? Many professionals overlook these provisions until it’s too late—when a dispute arises. This ...

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Have you ever signed a business agreement without fully understanding the arbitration clause buried within? Many professionals overlook these provisions until it’s too late—when a dispute arises.This ...

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This course explores how an integrated view of Risk can be architected and designed leveraging a combination of helpful tools.

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This course explores how an integrated view of Risk can be architected and designed leveraging a combination of helpful tools.

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Unlock the secrets of crafting compelling financial documents with our comprehensive webinar tailored to enhance documents through critical elements like cover pages, indices, and financial summaries. ...

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Unlock the secrets of crafting compelling financial documents with our comprehensive webinar tailored to enhance documents through critical elements like cover pages, indices, and financial summaries. ...

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Embark on a journey through the intricate world of capital structure in this enlightening two-hour course, gaining insights to adeptly manage and adjust in response to evolving business landscapes.Nav ...

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Embark on a journey through the intricate world of capital structure in this enlightening two-hour course, gaining insights to adeptly manage and adjust in response to evolving business landscapes.Nav ...

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The S&P 500 is trading at 21 times forward earnings estimates, a high P/E multiple by historic comparison, but not as high as the 25 P/E of the peak of the stock-price bubble in 2000. Despite high P/E ...

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The S&P 500 is priced at 21.4 times 12-month forward-looking earnings, a relatively high P/E multiple. But periods of high P/E multiples can last many years. At Fritz Meyer's July 2024 CE/CPE class, a ...

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The Pregnant Workers Fairness Act (PWFA) is like a superhero cape for workplace policies, swooping in to support pregnant employees everywhere. Since June 27, 2023, this legislation has required emplo ...

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The Pregnant Workers Fairness Act (PWFA) is like a superhero cape for workplace policies, swooping in to support pregnant employees everywhere. Since June 27, 2023, this legislation has required emplo ...

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Presentation Description: Financial planning predominantly focuses on predicting an unpredictable future. We create detailed plans for our client’s financial life, but know these plans are at best a b ...

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This course provides an overview of the independence related rules and interpretations included within the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct.  Thi ...

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This course provides an overview of the independence related rules and interpretations included within the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct. This ...

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Are You Independent? provides an overview of the independence related rules and interpretations included within the American Institute of Certified Public Accountants (AICPA) Code of Professional Cond ...

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A capital campaign is an intense effort on the part of a nonprofit organization to raise significant dollars in a specified period. Usually, the money raised is to fund acquiring or renovating a build ...

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It happens every year. Year-end is quickly approaching, and that means putting the financial statements together and getting everything ready for the auditor. You can't avoid it, but you can make it e ...

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This course reviews the recently issued Uniform Guidance that superseded OMB A-133. Highlights include major administrative changes, key terms, subrecipient monitoring, minimum indirect cost rate, int ...