Description:

Description:

1. Recognize the power of trust, credibility, and respect in the workplace 2. Capitalize on our core values and attributes to develop self-respect and a code of ethics 3. Apply principles and tactics ...

Description:

Cybersecurity in 2024 is overwhelming, with many organizations reactively adding tools and hoping nothing goes wrong. How can you regain control of your IT security? While a one-time security assessme ...

Description:

Dashboards are a very popular business tool for summarising and garnering insights from data. In this course, we'll build a simple sales dashboard from scratch in Excel.

Description:

Dashboards are a very popular business tool for summarising and garnering insights from data. In this course, we'll build a simple sales dashboard from scratch in Excel.

Description:

This introductory modeling course will teach you how to build a pricing model from scratch - helping our case study Zippy Airways, maximize profitability.

Description:

This introductory modeling course will teach you how to build a pricing model from scratch - helping our case study Zippy Airways, maximize profitability.

Description:

Like it or not, budgeting season rolls around every year. A budget shouldn’t be a document that is prepared once and set aside. It should be a living document that is integral to running your business ...

Description:

Robo-advisors have become more prominent in the financial services industry and may be quite attractive due to their lower management fees. In this course, we’ll start by guiding you through creating ...

Description:

Are your sales stagnating? Are you looking for ways to improve sales performance? The answer could be in your sales pipeline.If there’s one thing that top-performing sales teams do well, it’s managing ...

Description:

Client expectations are evolving. Financial professionals who want to accelerate the growth of their business and command their fees must adapt their practice and emphasize the value they deliver, or ...

Description:

This course series is based on Bill's and Dom's work with CPA firms of all sizes. The CPA profession continues to experience unprecedented opportunities for growth and profitability. And, the battle f ...

Description:

This course series is based on Bill's and Dom's work with CPA firms of all sizes. The CPA profession continues to experience unprecedented opportunities for growth and profitability. The battle for ta ...

Description:

This course series is based on Bill's and Dom's work with CPA firms of all sizes. The CPA profession continues to experience unprecedented opportunities for growth and profitability. The battle for ta ...

Description:

This course series is based on Bill's and Dom's work with all sized CPA firms. The CPA profession continues to experience unprecedented opportunities for growth and profitability. And, the battle for ...

Description:

Networking and referrals have always played a role in building professional services practices. In today’s environment, it is much harder to build your client roster solely on referrals and networking ...

Description:

Networking and referrals have always played a role in building professional services practices. In today’s environment, it is much harder to build your client roster solely on referrals and networking ...

Description:

Networking and referrals have always played a role in building professional services practices. In today’s environment, it is much harder to build your client roster solely on referrals and networking ...

Description:

OAR250

Description:

OAR250

Description:

OAR250

Description:

Description:

Description:

Nonprofits have a wide range of missions ” including everything from providing shelter to the homeless to advocating for the interests of members. But all nonprofits have one thing in common: a board ...

Description:

Almost every CPA has heard of the AICPA Code of Professional Conduct. However, have you ever struggled to see how it applies to your professional life? The conceptual framework approach provides for t ...

Description:

Boards play a critical role in fundraising. The most successful organizations know that, and have built a powerful partnership between the board, the executive, and the staff. Unfortunately, some boar ...

Description:

In the garden of the ideal practice, the financial planner sows the seeds of their ideal plants (clients) and caringly grows and nurtures. We all know of the concept of an ideal client, but how often ...

Description:

This course discusses the art of building a great resume for corporate professionals.

Description:

This course discusses the art of building a great resume for corporate professionals.

Description:

In this course we discuss the art of building a great resume for corporate professionals.

Description:

In this course we discuss the art of building a great resume for corporate professionals.

Description:

Description:

This course helps you understand the relationship between corporate culture and organizational performance

Description:

This course helps you understand the relationship between corporate culture and organizational performance

Description:

This course helps you understand the relationship between corporate culture and organizational performance

Description:

This course helps you understand the relationship between corporate culture and organizational performance

Description:

Description:

When we look at wealthy families and how wealth is distributed and often, lost, within a few generations, we can find commonalities amongst those who successfully build long-term generational wealth a ...

Description:

When we look at wealthy families and how wealth is distributed and often, lost, within a few generations, we can find commonalities amongst those who successfully build long-term generational wealth a ...

Description:

Creating an effective marketing plan for your accounting practice doesn’t have to be complex. Following these seven straightforward steps, you can craft a strategy to help attract and retain clients, ...

Description:

Creating an effective marketing plan for your accounting practice doesn’t have to be complex. Following these seven straightforward steps, you can craft a strategy to help attract and retain clients, ...

Description:

Description:

In today’s interconnected world, your network is your net worth. Did you know that 85% of jobs are filled through networking, according to LinkedIn? Yet, many professionals struggle to build meaningfu ...

Description:

Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. The first step in the process of gaining new business is understanding p ...

Description:

Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. The first step in the process to gaining new business is understanding p ...

Description:

Description:

Are you ready to lead a business that makes a positive impact on the future of business by championing purpose, people, and the planet? By focusing on sustainability, ethical practices, and inclusivit ...

Description:

Are you ready to lead a business that makes a positive impact on the future of business by championing purpose, people, and the planet? By focusing on sustainability, ethical practices, and inclusivit ...

Description:

Looking to boost your professional presence? Join us for a comprehensive webinar with Danny Goldberg. With over 900 million members, LinkedIn is the world's largest professional network, offering oppo ...

Description:

Looking to boost your professional presence? Join us for a comprehensive webinar with Danny Goldberg. With over 900 million members, LinkedIn is the world's largest professional network, offering oppo ...