Course Library
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
You have worked hard for your business and created your dream.Have you considered what happens when you desire not to continue to work?Have you ever considered your exit strategy?One of the most diffi ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Family business and investment entities, always subject to close scrutiny by the IRS, need to be the focus of succession planning. This area of planning calls for CPAs, CFOs, and other tax advisors to ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Giving back is personal. What is your family known for? What are their values, issue areas, and focus? What does legacy mean? And, how are we listening to the second and third generations and what ...Delivery Method:
- QAS Self Study
-
Family Secrets and Stranger Scams: Preventing and Responding to Financial Exploitation
18-Sep-2018 The Financial Planning Association of MinnesotaField of Study:
- Behavioral Ethics
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Financial service providers have particular insight when it comes to financial exploitation; especially as it manifests for their clients. Financial professionals are at the front lines of the fight a ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Family Strategies for Paying for College and the Strategic Use of Student Loans!
21-May-2019 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: This course is designed to help financial advisors understand how to help clients create a family philosophy and strategy around paying for college. This session will educat ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover 'hot' topics having a direct impact on the ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover hot topics having a direct impact on the pra ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover “hot” topics having a direct impact on the pra ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover “hot” topics having a direct impact on the pra ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on th ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on th ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover “hot” topics having a direct impact on the pra ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
- AK
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- American Samoa
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Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While the nuclear family remains an American institution, today it is under tremendous economic and social pressure. This course is designed to cover hot topics having a direct impact on the practitio ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
FAQs of Executive Compensation: Follow from the NCEO Annual Conference
06-May-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this session, we will be answering the most frequently asked executive compensation questions that we heard at the 2025 NCEO Annual Conference. This session will complement the FAQs of Executive Co ...Program Level:
AllDelivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Management Services
Credit Hours:
- 5 - 8 credits
Description:
Determining allowable costs for contract pricing or reimbursement purposes can be complicated. FAR Part 31 contains cost principles and procedures for the pricing of contracts, subcontracts, and modif ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MD
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course will provide context for, and highlight ownership of, applications that impact the end-to-end Risk Adjustment submission processes. We will discuss the main roles and responsibilities of t ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The course is intended to be an overview of Hospital Cost Reporting, covering: • Medicare vs. Medicaid: Understand the differences/similarities between the programs • Types of Payments: Understand th ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
MA Risk Adjustment Fundamentals: This course will provide context for what Medicare risk adjustment is, why risk adjustment is important to Kaiser Permanente, and what role the Risk Adjustment Data & ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FARA Academy - Overview of the Medicare Advantage Bidding Process at Kaiser Permanente
13-Nov-2019 Kaiser PermanenteField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of the Medicare Advantage (MA) Bidding Process at Kaiser Permanente (KP). It covers key aspects of a MA bid, key roles and responsibilities at KP, the Bid Pricing Too ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
A member of National Medicare Finance will explain the American Competitiveness & Corporate Accountability Act of 2002, commonly known as the Sarbanes Oxley Act (SOX), as well as deliver an overview o ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
A member of National Medicare Finance will explain the American Competitiveness & Corporate Accountability Act of 2002, commonly known as the Sarbanes Oxley Act (SOX), as well as deliver an overview o ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FARA Academy All Hands Training: Adaptability and Innovation in Revenue Management
17-Sep-2020 Kaiser PermanenteField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This presentation will focus on the importance of adaptability and innovation in meeting the evolving needs of our members, especially during times of unprecedented change. As the leader of KP’s Reve ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This presentation from our Chief Financial Officer will highlight how important it is for us to come together during very challenging times to support each other and embrace change as an opportunity a ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FARA Academy All Hands Training: Diversity and Inclusion for the Future
16-Sep-2020 Kaiser PermanenteField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This interactive presentation will focus on the importance of embracing equity, inclusion and diversity as we continue to evolve as an organization to meet current and future challenges. Equity, incl ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FARA Academy All Hands Training: Inclusively Leading Through Equity and Diversity
15-Sep-2020 Kaiser PermanenteField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This interactive webinar will provide demonstrable behaviors and tangible tools to enable individuals to become more inclusive and make lasting change throughout the organization. The following will ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FARA Academy All Hands Training: Transforming Healthcare through Innovation
17-Sep-2020 Kaiser PermanenteField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This interactive and dynamic presentation will focus on the importance of change and innovation to keep up with customer/member needs as healthcare continues its transformation. With his deep backgro ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The course will provide background of risk adjustment and overview of regulations. Roles we play at KP to support risk adjustment compliance will be discussed along with overview of risk adjustment co ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FARA Academy Training - Risk Adjustment Compliance: Introduction to Documentation and Medical Coding
08-May-2020 Kaiser PermanenteField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Course Description: The course will discuss the following topics: Risk Adjustment Documentation Requirements for Diagnosis Coding ICD-10-CM Diagnosis Coding and risk adjustment Medicare Advantage (MA ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The course is intended to be an overview of ACA risk adjustment, covering: Basics of the Affordable Care Act (ACA) and risk adjustment How to calculate the risk scores used in ACA risk adjustment The ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Overview of business Units and Finance Operations in the near future and beyond. The discussion of standardization on processes, systems, and forecasting across the organization. Paint a larger pictur ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Learning from CA to MOCs. The speaker will share how the dynamics of Finance & Risk Adjustment ties into the mix of the markets outside of CA. The process for standardizing reports, cost structures, m ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Community Health 101 - discussing and elevating the programs that improve the social health of our members and communities to the same level as physical and mental health. A robust portfolio for Commu ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FARA Academy: Medicare Strategy, Bidding, and Plan Benefit Package (SBP) Overview
06-May-2021 Kaiser PermanenteField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Describe the SBP process Explain who is involved in the SBP process List the major steps/milestones in the SBP process Describe the relationship between the National Rate Setting process and Medicare ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FARA Academy: Overview of the Medicare Outpatient Drug (Part D) Financing Mechanism
18-Aug-2021 Kaiser PermanenteField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The course is intended to be an overview of Medicare Part D, to familiarize audience with Part D payment basics : Part D bidding overview Key drivers of payment model 2021 Standard Benefit Design ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The course is intended to be an overview of Revenue Management, covering: • Provide a high-level overview of major Revenue Management processes and systems • Provide an overview of key Revenue Managem ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FARA Academy: Risk Adjustment Data & Analytics Medicare Advantage Forecast Model 101
24-Mar-2021 Kaiser PermanenteField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This training will provide an overview of the risk adjustment forecasting methodology. Topics will cover: Introduction to risk score and forecasts; Types of risk scores used at KP; How forecasts are ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Personal Development
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
Location:
- CA
-
FARA National Medicare Finance (NMF) – Accounting 101- Overview of Medicare Accounting and Reporting Functions
19-Sep-2019 Kaiser PermanenteField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course will provide an introduction of the different components of Medicare and the associated revenue streams and payment methodology for Medicare Advantage Part C and Medicare Pharmacy Part D. ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The course is intended to be overview of KP Medicare Revenue with added detail on the Medicare Advantage Financing Mechanism. It is meant as an introductory course with some aspects of complexity in ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FARA: Medicare Business Engine (MBE) – A Systemic Review of the Medicare Revenue Lifecyle
28-Jun-2019 Kaiser PermanenteField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course will provide context for and review of Medicare Business Engine (MBE). It covers the lifecycle of Medicare members and helps bridge the gap between members and how they are reflected in t ...Delivery Method:
- Group Internet Based
Location:
- CA
-
FAS 52 (ASC 830) and Derivatives: Unraveling the Mystery of FX Accounting
The Center for Professional Education, Inc.Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
To gain an in-depth understanding of accounting for foreign currency transactions, including translating financial statements, remeasuring foreign currency transactions and recording foreign currency ...Delivery Method:
- Group Internet Based
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