National Registry of CPE Sponsors

National Registry of CPE Sponsors

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  • Field of Study:

    • Taxes

    Credit Hours:

    • 9 - 12 credits

    Description:

    This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on ...

    Program Level:

    Overview

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    This highly interactive work session is based on Franklin Covey’s 5 Choices. Using insights from the latest neuroscience, this work session arms participants with the tools to master attention and ene ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Members 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 of ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Collaborating empowers team to connect with others to gain diverse perspectives and build a cohesive team.    Courses held on 4/26/24 & 11/12/24

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    In this class, participants will have the opportunity to examine their leadership style using a new model and some new lenses. Examine leadership styles using a new lens. •Consider making adjustments ...

    Delivery Method:

    • Group Live

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    The Core Leadership Program, presented by Leadership & Co, is designed to develop key capabilities required for leadership success. You will build a diverse network and improve relationships in order ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    The Core Leadership Program, presented by Leadership & Co, is designed to develop key capabilities required for leadership success. You will build a diverse network and improve relationships in order ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    The Core Leadership Program, presented by Leadership & Co, is designed to develop key capabilities required for leadership success. You will build a diverse network and improve relationships in order ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Content:  - What is a dual - Duals at Kaiser Permanente - Polices Objective:  - Provide an overview and understanding of the pathway to Dual Status, what qualifies as disability, adn wht defference be ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    There are some schools of thought that believe that emotional intelligence is much more powerful that IQ in determining who emerges as a leader. IQ is a threshold competence, you need it but it doesn’ ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    The speaker will share her expertise in strategic planning and business development on enterprise data and analytics that her group is responsible for, including a wide range of different business int ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) updated Accounting guidelines on Business Labor Capitalization and Asset Useful Life as well as change management on certain Accounting hig ...

    Delivery Method:

    • Group Live

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) accounting recalss process. During this course we will review when, where, how and why we accrue for expenses. The course will take place o ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course provides an overview of Kaiser Permanente Information Technology (KPIT) accounting process for Year End. During this course we will review deadlines, thresholds, and requirements specific ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) on the Accounting Process for qualified implementation costs for Cloud Computing without software license. The course will take place on Ju ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) accounting accruals process. During this course we will review when, where, how and why we accrue for expenses. The course will take place ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) accounting process for Year End.  During this course we will review deadlines, thresholds, and requirements specific to year end. . The cou ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) on the Accounting Process for the capitalization process of Internally Developed Software, IDS. The course will take place on July 25th 

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Leaders are often told to ask the right questions and listen well. This program explores strategies to support leaders in putting that into action. Through virtual interactivity tools, this program is ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Objectives: - Understand new Statutory Accounting Principles adopted by the NAIC in Q1-24 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Stat ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    - Understand new Statutory Accounting Principles adopted by the NAIC in Q2-24 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Statement Change ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Objectives: - Understand new Statutory Accounting Principles adopted by the NAIC in Q3-24 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Stat ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Objectives: - Understand how the NAIC instructions describe the statutory cash flow statement - Understand the difference between GAAP cash flow statement and a statutory cash flow statement (e.g. Dir ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Taxes

    Credit Hours:

    • 9 - 12 credits

    Description:

    The IRS has increased their emphasis on income reporting, Forms 1099 to counteract underreporting by taxpayers.  Other areas covered this year include impact of divorce on tax returns, the possible su ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    2024 has been a busy year for the IRS in publishing final regulations, announcements of treatment of credits, and further tax guidance.  Included are Home Energy Rebate Programs, digital asset transac ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    The IRS has increased their emphasis on income reporting, Forms 1099 to counteract underreporting by taxpayers.  General issues with Form 1099-K, income recognition of crowdfunding, gambling, ticket r ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    The passage of the Tax Cuts and Jobs Act of 2017 (TCJA) brought widespread changes to the tax code, impacting tax provisions for individuals, businesses, and estates. Some of the TCJA changes are perm ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Regardless of the reason for their termination, partnerships nearing the end of their existence create numerous tax issues for both the entity and for the partners.  Most of these issues pass through ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Class participants will learn the foundations of 5Dynamics, the natural energy styles in which they operate. They will also learn about how their own natural energy style contributes to team dynamics ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    Participants explore how to achieve personal and interpersonal effectiveness, based on concepts from “The 7 Habits of Highly Effective People,” written by Stephen R. Covey. Participants not only learn ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Behavioral Ethics

    Credit Hours:

    • 1 - 4 credits

    Description:

    As a consequence of working with confidential and highly sensitive information, tax practitioners are responsible for conducting themselves and their practices in an ethical manner. Circular 230 lays ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Accounting
    • Auditing

    Credit Hours:

    • 5 - 8 credits

    Description:

    This course provides a practical overview of the most important issues facing most entities and accountants.  The focus is on explaining the basis behind major issues and trends in plain language, ena ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    (4 Day Training) Learn to demonstrate influence behaviors, Acts of Service, Quality Time, Words of Affirmation, Tangible Gifts, connections. Research shows that increasing mindfulness in the workplace ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Tap into and leverage the creativity of diversity. Learn how to cultivate an organizational culture in which new ideas can flourish and innovation can take flight. Training on 4/12/24

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Finance

    Credit Hours:

    • 9 - 12 credits

    Description:

    AJAS represents the best interests of the Jewish aged in communities where membership organizations are located. The members of AJAS administer to the needs of the aging through residential health car ...

    Program Level:

    Advanced

    Delivery Method:

    • Group Live

    Location:

    • GA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course focuses on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant technical standards related to accounting and f ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
    • Group Live
  • Field of Study:

    • Auditing

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course focuses on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional standards related to audit and oth ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
    • Group Live
  • Field of Study:

    • Auditing

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course focuses on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional standards related to audit and oth ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS Self Study
  • Field of Study:

    • Auditing

    Credit Hours:

    • 1 - 4 credits

    Description:

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS Self Study
  • Field of Study:

    • Communications and Marketing
    • Computer Software and Applications
    • Finance
    • Information Technology
    • Personnel/Human Resources
    • Taxes

    Credit Hours:

    • 13 - 16 credits

    Description:

    NAPEO's 2024 Annual Conference and Marketplace, a premier event designed for professionals in the Professional Employer Organization (PEO) industry. This dynamic conference features a blend of educati ...

    Program Level:

    All

    Delivery Method:

    • Group Live

    Location:

    • FL
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 9 - 12 credits

    Description:

    Delivery Method:

    • Group Live

    Location:

    • FL
  • Field of Study:

    • Taxes

    Credit Hours:

    • 9 - 12 credits

    Description:

    Before this course, the myriad of changes in tax laws and regulations, especially in the post-pandemic era, may seem overwhelming and difficult to navigate for tax professionals. This course serves as ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge
    • Taxes

    Credit Hours:

    • 13 - 16 credits

    Description:

    The ASEA Advanced Actuarial Symposium is designed for senior pension actuaries and professionals who are concerned about the impact of recent regulations. The sessions are geared specifically toward i ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Live

    Location:

    • MO
  • Field of Study:

    • Regulatory Ethics
    • Specialized Knowledge
    • Taxes

    Credit Hours:

    • 21 + credits

    Description:

    Join us October 20-23 at the Hyatt Regency Orlando for the ASPPA Annual Conference, where “The Journey to…” represents your unique path to professional achievement. Whether you’re seeking to enhance y ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Live

    Location:

    • FL
  • Field of Study:

    • Auditing

    Credit Hours:

    • 5 - 8 credits

    Description:

    Delivery Method:

    • Group Live
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    The spring 2023 financial crisis is still affecting bank examinations (and ratings). Each of the regulatory Agencies either has already toughened their examination escalation procedures or is in the p ...

    Program Level:

    Basic

    Delivery Method:

    • Group Internet Based

    Location:

    • MO
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    In the ever-evolving world of finance, the Call Report undergoes constant change. Over recent years, we’ve adapted to extensive transformations and faced the impact of economic, accounting, and regula ...

    Program Level:

    Basic

    Delivery Method:

    • Group Internet Based

    Location:

    • MO
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    Tax Day has come and gone and we know you’ve been busy, we have the metrics to prove it. In this webinar we’ll share how much you worked (like the more than one billion data requests Canopy facilitate ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS Self Study

    Location:

    • UT
  • Field of Study:

    • Accounting
    • Business Management and Organization
    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    A live demonstration of Canopy accounting practice management software Learn from - and interact with - real firms just like yours that transformed their business. 

    Program Level:

    Beginner

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS Self Study

    Location:

    • UT
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course will provide an overview of a significant lease transaction, discuss the annual accounting convention process, explore market expansion activities, and provide an update regarding internal ...

    Program Level:

    Basic

    Delivery Method:

    • Group Internet Based

    Location:

    • GA
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