Course Library

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Those in charge of the day-to-day supervision of engagements need to consciously embrace and demonstrate characteristics that will enable him/her to transition to a firm leader. This includes a focus ...

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Understand how to effectively deliver criticism and discipline that brings about positive and constructive employee growth Don't rely on "shoot from the hip" skills to perform the most important tasks ...

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Understand how to effectively deliver criticism and discipline that brings about positive and constructive employee growth.

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Learn proven ways managers can bring about positive change in people with employee discipline training — without incurring resentment, making enemies or destroying relationships Understanding the prob ...

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You'll acquire a facility with the analysis and measurement of exposures and loss data that is fundamental to risk management. It's recommended that you take this Analysis of Risk Course before Financ ...

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Take this 16-hour course to gain proficiency in the application of risk control techniques—safety, alternative dispute resolution, employment practices liability, and crisis management. It centers on ...

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Financing of risk is often an intricate and complex task. In this course, you will compare various financing options: non-insurance transfer, guaranteed cost plans, retro plans, dividend plans, pools, ...

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This updated and revised course consolidates what you have learned in other CRM courses. For this reason, it is suggested that you take this course last. Practice of Risk Management also helps you tac ...

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This 16-hour course lays a solid foundation by giving you the tools to properly identify exposures—the first and most important step in the risk management process. It is suggested that you take this ...

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Even existing customers are sometimes unaware of the options and opportunities you have to offer. It’s your job as a customer service professional to make them aware and to help them meet their needs ...

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This webinar will prepare corporate tax executives and advisers working on forms 5471, 5472, 1120-F and 926 with practical experiences geared toward improving compliance. The panel will provide insigh ...

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In their internationally best-selling book, Riding the Waves of Culture, authors Fons Trompenaars and Charles Hampden-Turner identify ten core cross-cultural differences that can positively or negativ ...

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Cross-cultural mentoring refers to developmental relationships across race/ethnicity. Studies have found that a potential barrier to mentor and protégé relationships that cross racial and ethnic lines ...

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The purpose of this course is selling deposit products effectively. The course covers how to conduct sales interactions with clients, prepare for effective cross-selling to maximize sales of deposit p ...

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The purpose of this course is selling deposit products effectively. The course covers how to conduct sales interactions with clients, prepare for effective cross-selling to maximize sales of deposit p ...

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This course is based on two recent financial statement fraud cases; Dewey & LeBouef and ContinuityX.  Dewey & LeBouef was a high-profile law firm that, at its peak, had over 3,000 employees and over 1 ...

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This course is based on two recent financial statement fraud cases; Dewey & LeBouef and ContinuityX.

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This course examines the financial statement fraud that took place in two recent cases: high-profile law firm Dewey & LeBoeuf, LLP and Internet services reseller ContinuityX Solutions, Inc.  Both thes ...

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Crowdfunding involves fundraising for a project from a large number of people, usually via the Internet. The request for funds is not targeted at a specific person, but rather is an open call for anyo ...

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With the increasing volatility of the financial markets today, more and more business owners and entrepreneurs are exploring the potential of crowdfunding. It's no secret that, over the years, alterna ...

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Over the years, crowdfunding has gained popularity in business investments, especially to those who couldn’t get traditional financing. Active global crowdfunding platforms have generated billions of ...

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At the heart of healthy and high-performance organizations are people willing and able to hold crucial conversations. The award-winning Crucial Conversations® for Mastering Dialogue course gives peopl ...

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Your clients and you face a growing risk: bad luck. When newly retired clients suffer a plunge in their portfolios for two or three years in row (aka a bear), it can break an investor's spirit, making ...

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As clients age, their needs change. They go from the accumulation phase of saving for retirement into the distribution phase of spending their retirement savings. It’s time to make sure those savings ...

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The high transfer tax exclusions would seem to make sophisticated estate planning unnecessary for many clients whose estates will not exceed the taxation thresholds. But there are many other considera ...

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The American Taxpayer Relief Act of 2012 made permanent the exclusion of a transfer tax of over $5 million for every individual, thereby alleviating the concerns of a vast majority of Americans about ...

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This course provides an overview of oil production in South America, Central America, Mexico and the Caribbean. You’ll learn about the Latin American countries that produce and export crude oil, the t ...

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Speaking in public can be a challenge! This course will help you answer that challenge by reviewing some of the best practices, watching some of the best presentations, practicing your own skills, and ...

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An insiders look into what blockchain and cryptocurrencies are.  How their markets will affect our client’s daily life and the investment questions our clients are asking.  Our first hour will give us ...

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This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of bitcoin and other cryptoassets. Even with price volatility and ...

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This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of bitcoin and other cryptoassets. Even with price volatility and ...

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This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of bitcoin and other cryptoassets. Even with price volatility and ...