Course Library
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Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
For the average investment adviser, the prospect of managing the administrative and compliance aspects of the daily operations of the firm can be daunting. This pressure is further multiplied by recen ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
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Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compens ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to elevate your accounting practice to new heights? Traditional accounting services are no longer enough to stay ahead in today's dynamic financial landscape. Imagine increasing your mon ...Delivery Method:
- Group Internet Based
-
Boost Your Accounting Firm’s Revenues with Advisory Services
28-Oct-2025 Center for Accounting TransformationField of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
Maybe you’ve considered advisory services but are unsure how to shift from compliance services. Even if you realize the value of advisory services, you’re busy with day-to-day tasks. Lack of time prev ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to elevate your accounting practice to new heights? Traditional accounting services are no longer enough to stay ahead in today's dynamic financial landscape. Imagine increasing your mo ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Many accounting professionals want to eliminate tracking time and invoicing. Packaging, or service bundles, elegantly separates fees from time. Clients prefer packages to the billable hour model. Each ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Many accounting professionals want to eliminate tracking time and invoicing. Packaging, or service bundles, elegantly separates fees from time. Clients prefer packages to the billable hour model. Each ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
As a leader, you think about hiring the right people, growing your client base, expanding your platform and delivering great customer service. But do you have a five-year plan for growth in these area ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Financial literacy programs began to emerge in schools and communities in the 1980s and saw some traction in the 90s. These programs aimed to teach basic financial concepts such as budgeting, saving, ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Financial literacy programs began to emerge in schools and communities in the 1980s and saw some traction in the 90s. These programs aimed to teach basic financial concepts such as budgeting, saving, ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Law
- Information Technology
- Management Services
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Overview of the Course The Exit Planning Fundamentals For Advisors one-day workshop is focused on education and training related to a specialized niche practice area that we refer to as "Exit Planning ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
This fast-paced course is loaded with content for the new or veteran manager. Tips for conducting performance evaluations, managing various personality types, and motivating your team are explored dur ...Delivery Method:
- Group Live
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Field of Study:
- Accounting (Govmnt)
Credit Hours:
- 13 - 16 credits
Description:
Avoid costly mistakes – get your overhead rate right the first time. Every year, firms are held liable for overhead rate errors. Given the complexity and ever-evolving nuances of FAR, ensuring accurac ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MA
-
Field of Study:
- Finance
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Join us for the 2025 Boston Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positi ...Program Level:
All: Beginner - ExpertDelivery Method:
- Group Live
Location:
- MA
-
Field of Study:
- Finance
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This education-focused workshop event is part of the Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan parti ...Program Level:
All: Beginner - ExpertDelivery Method:
- Group Internet Based
- Group Live
Location:
- MA
-
Credit Hours:
- 1 - 4 credits
Description:
Donald Kong will be the presenter. Donald will help the participants to understand boundaries and to set priorities to know when to say yes and how to say no. Participants will learn the common boun ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Since last month's class, strong monthly data on job growth, unemployment, housing starts, and retail sales flattened or sank sharply, and the LEI declined for a sixth month in a row, signaling a rece ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
Step into the world of "Brand Brilliance" where personal branding moves beyond theory to an art form. This session is your guide to developing a dazzling personal brand that echoes your unique profess ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Do your clients and customers know your story, and are they hearing the right story? Not the chronological history, but the story of how your company became what it is today. Through story, you can e ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
In today’s digital age, accountants' social media marketing is more important than ever. Leveraging social media platforms effectively can help accounting firms:Build brand awarenessEngage with prospe ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
In today’s digital age, accountants' social media marketing is more important than ever. Leveraging social media platforms effectively can help accounting firms:Build brand awarenessEngage with prospe ...Delivery Method:
- QAS™ Self Study
-
Credit Hours:
- 5 - 8 credits
Description:
The most successful professionals in any field know that standing out from the pack and being the clear best choice in their arena is achieved not only by offering high-quality services and products, ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Who knew how easy it is to steal? This course uses five recent employee theft cases to demonstrate the importance of internal controls and management oversight in the prevention of employee theft. A r ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Who knew how easy it is to steal? This course uses five recent employee theft cases to demonstrate the importance of internal controls and management oversight in the prevention of employee theft. A r ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 21 + credits
Description:
This course provides an overview of key U.S. GAAP accounting principles and SEC reporting requirements, focusing on topics that are important for financial reporting professionals. Participants will e ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 21 + credits
Description:
This course provides an overview of key U.S. GAAP accounting principles and SEC reporting requirements, focusing on topics that are important for financial reporting professionals. Participants will e ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS™ Self Study
-
Description:
A detailed review of Little Sandy Coal and Robert & Gayla Moore court cases. The course breaks down the issues within each court case and the background for each decision. Learning objectives include ...Program Level:
EntryDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
This one-hour presentation discuss what you need to know about the recently passed SECURE Act 2.0 and will break down all the updates to Long-Term Part-Time Employees. Our attorneys will be walking yo ...Program Level:
1Delivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
This one-hour presentation discusses what you need to know about the recently passed SECURE Act 2.0 and will break down all the updates to Catch-Up Contributions. Our attorneys will walk you through t ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
This one-hour presentation discusses what you need to know about the recently passed SECURE Act 2.0 and will break down all the updates to Emergency Savings. Our attorneys will be walking you through ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- NC
-
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Breaking Down SECURE 2.0: Long-Term Part-Time Employees Proposed Regulations
18-Dec-2023 Poyner Spruill LLPField of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
We are ending our 2023 Benefits Bites series where we started: talking about long-term part-time employees. The IRS’s Black Friday doorbuster special came in the form of proposed regulations on long ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Join us as we discuss what you need to know about plan corrections after SECURE 2.0, including IRS Notice 2023-43 providing guidance on the expansion of the EPCRS. Our attorneys will walk you through ...Program Level:
1Delivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Law
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This one-hour presentation discusses what you need to know about the recently passed SECURE Act 2.0 and will break down all the updates to Student Loan Matching. Our attorneys will be walking you thro ...Program Level:
1Delivery Method:
- Group Live
Location:
- NC
-
Breaking the Mold: How DEI and Human Capital Reporting are Reshaping Accounting
02-May-2023 MY-CPE LLCField of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Join us for an insightful webinar on Human Capital Reporting and DEI (Diversity, Equity, and Inclusion) for Accountants. Human capital refers to the skills, knowledge, and experience possessed by an i ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course covers the physical crudes that underpin the market, the instruments that are traded, and how the market is assessed by the price reporting agencies. You’ll learn about how Brent is used a ...Delivery Method:
- QAS™ Self Study
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
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- GU
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- KY
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- WI
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- WY
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Brexit and the US Elections: How These Events Could Impact Your Portfolio
20-Sep-2016 NFP/WealthspireField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course is centered around the U.S. Presidential election held November 2016. With the election taking place, ACG looks at the candidates' views on different topics and how each view could impact ...Program Level:
Intermediate to AdvancedDelivery Method:
- Group Live
Location:
- VA
-
BREXIT Breaking News Coverage: A Review Of The MSCI EAFE And EM Indexes
30-Jun-2016 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
With the European Union in turmoil, this class reviews the composition and past performance of the MSCI EAFE Index and the MSCI EM (Emerging Markets) indexes. Volatility of world equity markets has in ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Learn to protect your organization by effectively incorporating anti-bribery and corruption compliance policies, as well as effective detection and investigation procedures, into your anti-fraud strat ...Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Learn to protect your organization by effectively incorporating anti-bribery and corruption compliance policies, as well as effective detection and investigation procedures, into your anti-fraud strat ...Delivery Method:
- Group Live
Location:
- FL
26099 Results