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This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the PTC series on Form 1065.Navigating the complexities of partnership tax compliance presents challenges for ...

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This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the series on Form 1065.Navigating the complexities of partnership tax compliance presents challenges for bot ...

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This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the PTC series on Form 1120S.Ever wondered what makes S Corporations unique in the tax landscape? This founda ...

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This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the series on Form 1120S.Ever wondered what makes S Corporations unique in the tax landscape? This foundation ...

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This session will provide insight on the realities of internal audit management roles, and the elements needed to build a strong internal audit department to provide the most value for your company. T ...

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Goal: Develop Strong Leaders Objective: Enhance understanding of leadership principles, styles and best practices. Objective: Equip leaders with necessary skills, insights, and tools to become effecti ...

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Version 3.0 of the Business Analysis Body of Knowledge® emphasizes the importance of value creation in the role of the Business Analyst. The BA still must gather accurate requirements from business us ...

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Creating the Strategic Context for Mission-Critical Projects Version 3.0 of the Business Analysis Body of Knowledge® emphasizes the importance of value creation in the role of the Business Analyst. Th ...

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In the realm of corporate finance, understanding the foundations of corporate value is paramount. This course delves into three key pillars: NOPAT (Net Operating Profit After Taxes), working capital, ...

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In the realm of corporate finance, understanding the foundations of corporate value is paramount. This course delves into three key pillars: NOPAT (Net Operating Profit After Taxes), working capital, ...

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Foundations of Financial Risk is an educational, self-guided interactive course that covers how banks operate, how they are governed, and how they are regulated. Individuals who successfully complete ...

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This course presents a brief overview of the mortgage industry and its impact on the economy. It examines individuals involved in the mortgage loan process and identifies specific areas vulnerable to ...

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PART I – Foundations of Form 709 the Federal Gift Tax Return Many taxpayers made gifts in the last year to transfer substantial assets at little to no Federal gift tax cost to take advantage of the si ...

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This course is intended to give an historical perspective of the Social Security program specifically focused on the financial specifics of the trust funds, past amendments and proposed future fixes t ...

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Financial Planning & Analysis (FP&A) is one of the most common roles in finance and accounting and companies of all sizes need skilled professionals to help monitor business performance and recommend ...

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Are you ready to master the art of financial planning and decision-making? Financial Planning and analysis (FP&A) is the backbone of every successful business, guiding organizations toward achieving t ...

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Are you ready to master the art of financial planning and decision-making? Financial Planning and analysis (FP&A) is the backbone of every successful business, guiding organizations toward achieving t ...

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Monthly cash flow modeling course overview Master the art of building a rolling 12-month cash flow forecast model in our Financial Planning & Analysis FP&A class. In this monthly cash flow modeling co ...

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CFI’s “FP&A Professional Contractor Forecasting & Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to forecasting contractor costs i ...

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CFI’s “FP&A Professional Dashboard Visualizations & Analysis” course will help you understand how to configure FP&A data to visualize in on a dashboard. We will also review some Excel skills used to c ...

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CFI’s “FP&A Professional Debt and Capex Forecasting & Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to monitor the company’s capi ...

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CFI’s “FP&A Professional Excel Forecast Model Design” course will help learn best-in-class approaches to FP&A model design. This course will also teach you about the importance of cover pages as well ...

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CFI’s “FP&A Professional Financial Statement Aggregation & Analysis” course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approach ...

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FP&A models can be overwhelming and quite complex. CFI’s “FP&A Professional Formatting & Revenue Forecasting” course will help you filter through challenges you may have to learn best-in-class approac ...

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CFI’s “FP&A Professional Headcount Forecasting & Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to forecasting headcount and emplo ...

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CFI’s “FP&A Professional Model Build & Configuration” course will help you understand the best design for an FP&A model to review monthly data in a quantitative and qualitative manner.

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CFI’s “FP&A Professional Model Protection & Presentation” course will help you understand how to protect FP&A models on multiple levels to maintain financial model integrity. The course will also revi ...

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CFI’s “FP&A Professional Model Roll Forward & Analysis” course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to ...

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Learn how to use Microsoft Excel free add-ons PowerPivot and PowerView to provide data insights for better decision-making in your organization.

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Learn how to use Microsoft Excel free add-ons PowerPivot and PowerView to provide data insights for better decision-making in your organization.

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This course teaches how to use Excel free add-ons PowerPivot and PowerView to provide data insights for better decision-making in your organization.

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This course teaches how to use Excel free add-ons PowerPivot and PowerView to provide data insights for better decision-making in your organization.

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An introduction to Transformation and how it is often a necessary element of most FP&A implementation. This course will provide foundational knowledge around the goals of finance transformation and ho ...

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Understanding How Different Types of Annuities Work New Era of Wellth Management Paying for College & Discussing it with Kids! Helping your clients efficiently plan for longevity Transition from Finan ...

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Hour 1-Navigating the ETF Landscape: Myths and Realities In an ever changing investment landscape, ETFs have become a larger part of the discussion for investors. However, there are still many questio ...

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Operating a business competitively requires having the right people in the right positions at all times. However, finding the right people to blend within the culture and more importantly, just discov ...

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This course introduces concepts for: ethical awareness, assessment, decision-making, and action.