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Welcome to another Episode of 3 W.T.F. with Saul! Today, we're thrilled to have Jerry Maginnis. With over four decades of experience, Jerry is a seasoned professional who brings a wealth of insights i ...

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Welcome to today's episode, where we explore one of the most critical issues in the accounting industry today: leadership transitions and talent management. How do you find the right successor to lead ...

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Welcome to today’s Episode, where we’re diving into a topic reshaping the financial advisory landscape.  Today, we will explore a solution gaining traction in the industry—the CPA Team Based Model. Jo ...

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Welcome to an eye-opening episode where we delve into the transformative power of technology in the accounting profession. From the accelerating pace of AI advancements to the game-changing potential ...

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Welcome to this eye-opening episode where we plunge into the incredible journey of Scott Scarano, a firm owner who turned his life around from a rocky start to running a high-powered accounting firm. ...

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Have you ever wondered how the future of accounting is being shaped today?  Dive into our latest Episode with Terrell Turner, a standout figure recognized in CPA Practice Advisor’s 40 Under 40. Terrel ...

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What if the secret to a high-performing team isn’t just about talent or strategy? It’s about creating a culture that sticks—one that engages, inspires, and motivates team members to perform at their b ...

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Welcome to this Episode of Revolutionizing Tax Advisory, where we explore the transformative impact of proactive planning and AI in the accounting realm.  We’ve got none other than Jackie Meyer, CPA a ...

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The intricate landscape of U.S. tax filing requirements can be overwhelming, particularly for non-U.S. citizens and resident aliens.  This nano-learning course aims to illuminate these individuals' es ...

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Before you can wow clients with the wisdom of the ACP methodology, you have to get them to notice you. And as a solo advisor, how much time should you spend on marketing? This session will explore tim ...

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Filters, sets and groups enable users to create custom lists and calculations that can enhance your ability to isolate certain portions of your dataset. Filters also create great interactive elements ...

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Filters, sets and groups enable users to create custom lists and calculations that can enhance your ability to isolate certain portions of your dataset. Filters also create great interactive elements ...

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In this webinar, you’ll learn how to analyze data in Excel more effectively and simplify filtering and formatting. You’ll learn about new features in Excel 2013 and 2016 as well as features and functi ...

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In this webinar, you’ll learn how to analyze data in Excel more effectively and simplify filtering and formatting. You’ll learn about new features in Excel 2013 and 2016 as well as features and functi ...

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In this practical webinar, you’ll learn how to more effectively and more easily analyze, filter, and format date in Excel. Upon completing the course, you will be able to: Compare and contrast IFNA, I ...

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In this webinar, you’ll learn how to analyze data in Excel more effectively and simplify filtering and formatting. You’ll learn about new features in Excel 2013 and 2016 as well as features and functi ...

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If you’re an Excel user who is unaware of the Filter feature and you spend a great deal of time sorting data and staving off information overload, you’ll want to participate in this webcast. Excel exp ...

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If you’re an Excel user who doesn’t take advantage of the powerful Conditional Formatting feature, this webcast is perfect for you. In this practical webinar, Excel expert, David Ringstrom, CPA, walks ...

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You will learn how to: Use the table feature to improve the integrity of Excel spreadsheets Control information overload within pivot charts by filtering Avoid the need to retype data or cumbersome fo ...

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You will learn how to: Compare two techniques for determining if Conditional Formatting has been applied to a worksheet and, if so, where Format cells based on amounts in a separate column Enliven lis ...

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Final Section 67(e) Regulations were issued in 2014. The intent was to clarify the treatment of costs incurred by trusts and estates that should be subject to the 2% itemized deduction floor. These ru ...

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Processing a terminating employee’s final paycheck can be a tricky task, fraught with potential pitfalls related to state and federal wage laws, taxes, and benefits. Do you know when the final paychec ...

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Processing a terminating employee’s final paycheck can be a tricky task, fraught with potential pitfalls related to state and federal wage laws, taxes, and benefits. Do you know when the final paychec ...

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Processing a terminating employee’s paycheck correctly can be difficult. Not only is there a landmine infested area of state and federal wage and hour laws but the withholding or taxation may even cha ...

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Discover the secrets to creating accurate, IRS-compliant tax returns using Drake Tax Software. This CE course takes you through the essential steps of tax preparation for 1040 forms, focusing on best ...

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Learn to better understand and manage your IT spending while investing for competitive advantage.

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Learn to better understand and manage your IT spending while investing for competitive advantage.

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In the ever-evolving business landscape, finance professionals and the CFO must continuously adapt to the digital era and embrace technology, data, and agility to drive financial performance while ens ...

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In this webinar, we will cover three topics related to Finance and Accounting. Making of Financial Statements: Transforming transactions to statements Interactive exercises to illustrate the accountin ...

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Are you curious about the buzz surrounding digital transformation and how it can benefit your organization? Look no further than our Digital Transformation series, a four-course series designed to gui ...

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Are you curious about the buzz surrounding digital transformation and how it can benefit your organization? Look no further than our Digital Transformation series, a four-course series designed to gui ...

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This course teaches how to better understand and manage your IT spending while investing for competitive advantage.

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This course teaches how to better understand and manage your IT spending while investing for competitive advantage.

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To provide financial professionals with important insights on how Business Process Outsourcing can be used to improve finance functions, reduce costs, solve problems, upgrade processes, and minimize f ...

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The pandemic and other crises have created disruptions in careers. 85 Mn Jobs are going to be decreased in demand by 2025 and the demand for new 97 min jobs will increase.Accounting and finance-relate ...

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This course introduces the world of corporate finance including the issues that a company's financial managers face on a daily basis. Utilizing the story of a fictional retailer, you will explore the ...

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This course introduces the world of corporate finance including the issues that a company's financial managers face on a daily basis. Utilizing the story of a fictional retailer you will explore the i ...

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Financial knowledge nowadays are critical set-of-skills required by all professionals in all divisions and industries. Finance is involved with every decision-making process within any organization, g ...

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Financial knowledge nowadays are critical set-of-skills required by all professionals in all divisions and industries. Finance is involved with every decision-making process within any organization, g ...

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This two day course provides an appreciation of the fundamental concepts of finance to those who are from a non-finance background or need to refresh their finance knowledge. Participants will concent ...

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This course examines the fundamentals of finance as they relate to the business as a whole.

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This introductory curriculum provides managers with a basic understanding of financial management. It demonstrates how to read and understand key elements of financial statements and reports, such as ...

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Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and N ...