Course Library

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This course provides an overview of the financial statement disclosure requirements related to several of the key accounting areas within U.S. GAAP.  This includes disclosures related to revenue from ...

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The course is an introduction into the financial statement checklist, the importance of the checklist, and the process of using it when preparing financial statements and disclosure footnotes. The ins ...

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This course provides an overview of the disclosure requirements for SEC Form 8-K – the  broad form used to notify investors in U.S. publicly traded companies of certain events that may be important .  ...

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This course provides an overview of the disclosure requirements regarding risks and uncertainties.  The disclosure requirements related to risks and uncertainties are prescribed by the Financial Accou ...

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This course provides an overview of the disclosure requirements regarding risks and uncertainties.  The disclosure requirements related to risks and uncertainties are prescribed by the Financial Accou ...

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This session covers how to successfully gather both qualitative and quantitive client data.

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This course illustrates what discovery questions are, the purpose they serve, and explains how to develop and utilize them effectively.

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This course is designed to provide participants with definitions and uses of the five “SPOTS” types of discovery questions.

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This course teaches participants how to identify four key discovery question-asking tactics used in business conversations.

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In this intermediate to advanced class, participants will receive hands-on training on how to conduct investigations on social media platforms without compromising their online identity, gain tools fo ...

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t’s one thing to know you need to disengage a client, but it’s another to muster the courage to do it. In this session, Sherrell Martin will empower you with the skills needed to create a smooth and e ...

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Prejudice is pre-judging someone based on your biases, beliefs, values and assumptions. Racism and discrimination are treating people or groups differently based on biases, prejudices and assumptions. ...

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The course provides invaluable information and guidance to the ownership of commercial or corporate real estate and more.

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The course provides invaluable information and guidance to the ownership of commercial or corporate real estate and more.

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This course explores concepts and profile of the white collar fraudster, so individuals can take pro-active steps towards fraud mitigation.

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This course explores concepts and profile of the white collar fraudster, so individuals can take pro-active steps towards fraud mitigation.

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The fraud triangle is often referred to when studying aspects of white collar crime and fraudulent acts. Two individuals who deserve the most credit for the fraud triangle theory are early criminology ...

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This course will discuss what a distribution is, what distributions consist of, and will highlight key differences in tax treatments of a distribution from a partnership, s corporation, c corporation ...

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In order to encourage saving for retirement, Government has created several different types of retirement accounts that enable individuals to deposit money before it is taxed. Income taxes are not pai ...

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How much diversification is optimal? At this class, Craig Israelsen, Ph.D,: reviews portfolio diversification over 20 and 50 years analyzes tradeoffs between performance and risk control in portfolios ...

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This course teaches how and why to transition your organization away from paper checks to Purchasing Cards and electronic payables (ePayables).

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This course teaches how and why to transition your organization away from paper checks to Purchasing Cards and electronic payables (ePayables).

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Learn how and why to transition your organization away from paper checks to Purchasing Cards (P-Cards) and electronic payables (ePayables).

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Learn how and why to transition your organization away from paper checks to Purchasing Cards (P-Cards) and electronic payables (ePayables).

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One of our most popular courses. This course starts by describing three demographic megatrends (major increases in ethnic diversity, immigration and language diversity). Cultural competence comprises ...

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The benefits of diversity in the workplace include faster problem-solving, better decision-making, increased innovation, employee engagement, and better financial performance. Diversity, however, can ...

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This course provides organizational and HR leaders with an overview of diversity, inclusion, and the legal and practical aspect of the concepts.

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Presentation Description:  In this session, Marilyn Mohrman-Gillis, Executive Director of the CFP Board Center for Financial Planning will discuss the unique challenges facing the profession and the C ...

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This course provides an excellent base for the manager to learn about his or her own beliefs and to see the potential of a diverse workplace. There are tools and techniques to help a supervisor become ...

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This course is for anyone who wants to learn more about Diversity and Inclusion in the corporate world. Using my own personal experiences and challenges climbing the corporate ladder to the C-suite, a ...

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