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Do you want to learn how to help and support your team, staff and colleagues at work and in business to reduce and manage stress? Do you want to build your confidence to support others who are finding ...

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Help a courier company improve its estimated delivery times. You'll create a linear regression model that uses a dataset on previous deliveries to make more accurate predictions. The goal is to use th ...

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In this continuing education session, the learner will read three articles from the Nerd’s Eye View blog: “Using ‘Magic Wand’ Questions To Help Clients Articulate Financial Needs And Goals (That They ...

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In this continuing education session, the learner will read three articles from the Nerd’s Eye View blog: “Using ‘Magic Wand’ Questions To Help Clients Articulate Financial Needs And Goals (That They ...

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This course is an introduction to the factors which influence when one should file for Social Security Benefits.  Full Retirement Age, what and when it is, should one file prior to their FRA or wait i ...

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Based on our AICPA-published book, Becoming a Trusted Business Advisor, this series of programs has been designed to help CPAs enhance their skills and their value proposition in their role as the Mos ...

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When is it time to add support staff and what’s the best way to do it? What functions might they take on to free up your time for other things? In this session, we’ll talk about the ins & outs of when ...

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A Notice of Federal Tax Lien is the government's legal claim against one's property when they neglect or fail to pay a tax debt, and it is one of the most powerful tools a tax agency may have. Do not ...

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Divorce isn't just the end of a marriage; it's often the start of a new chapter fraught with emotional upheaval and financial uncertainty. Sadly, the statistics paint a particularly stark picture for ...

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Divorce isn't just the end of a marriage; it's often the start of a new chapter fraught with emotional upheaval and financial uncertainty. Sadly, the statistics paint a particularly stark picture for ...

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Medicare can be a complicated insurance system for clients to navigate as they transition from employer-provided insurance, especially when many human resource professionals and insurance agents for e ...

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Medicare can be a complicated insurance system for clients to navigate as they transition from employer-provided insurance, especially when many human resource professionals and insurance agents for e ...

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Many seniors hold life insurance policies they no longer need or struggle to afford. Instead of surrendering or lapsing a policy, a Life Settlement offers an alternative, allowing policyholders to rec ...

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Many seniors hold life insurance policies they no longer need or struggle to afford. Instead of surrendering or lapsing a policy, a Life Settlement offers an alternative, allowing policyholders to rec ...

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In our continued efforts on focusing on your career and based on feedback during our last call, John Marquez will be hosting a resume class!  The planned topics are as follows: • Cover letters • Summa ...

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This course covers the radical changes affecting the economy of the twenty first century and how you can respond in ways that enhance performance.

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Companies seek exceptional “business results” and exceptional “value” – in all its forms. Leadership expects the HR function to manage the workforce to make that happen!What is HR Technology?Why do co ...

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Amidst the aftermath of recent accounting scandals, it becomes increasingly clear that the realm of auditing encompasses more than mere technical proficiency. Delving deeper into this perspective, our ...

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Amidst the aftermath of recent accounting scandals, it becomes increasingly clear that the realm of auditing encompasses more than mere technical proficiency. Delving deeper into this perspective, our ...

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Looking for ways to gather more assets while helping clients avoid potential tax pitfalls? Learn how to utilize the 1040 tax form to determine if clients have additional cash reserves that can be bett ...

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The 2025 Social Security wage base has just been unveiled, and let me tell you, it's a doozy for those of you swimming in higher-income waters. Are you prepared to unravel how these modifications will ...

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This course covers proven ideas that can dramatically increase daily effectiveness and perceived value of the individual auditor and the audit team.

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High Impact Presenting focuses on structuring an effective presentation that builds credibility, enhances the client relationship and clearly conveys the concept via online platforms.  Participants ex ...

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Overview of the major coverage differences between High Net Worth insurance policies and “main street” insurance policies. Review the factors to consider when selecting a High Net Worth insurance comp ...

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In this continuing education session, the learner will read 4 articles from the Nerd’s Eye View blog: The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risk ...

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Broadening your alternative investment knowledge is vital in today’s ever changing market environment. A popular fallacy about non-traditional investment strategies is that they are risky. However, in ...

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Program Level: Intermediate; Prerequisites: Either approx. two years experience in a credit-related function or attendance on an intermediate-level credit seminar. This seminar reviews the basics of h ...

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Program Level: Intermediate/Advanced; Prerequisites: 3-5 years experience in a credit related finance function or academic equivalent. This 1-day seminar will review and analyze the key covenants used ...

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As of January 30, 2017, no sessions have been scheduled in the US. Please contact T&CAmer@moodys.com for further updates. Program Level: Advanced; Prerequisites: 3-5 Years in a credit-related function ...

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Program Level: Intermediate/advanced; Prerequisites: 3-5 years experience in a banking/corporate finance role. The seminar will cover global high yield with a focus on Europe, and will address the fol ...

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OAM425

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OAM425

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OAM425

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OAM425

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After completing this course, you will be able to compute compensation for employees, identify fringe benefits that can reduce the tax liability of high-income earners, apply taxes relevant to high-in ...

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This 2-day workshop is designed to equip you and your team with tools, practices and know-how to implement and sustain a high-involvement planning process that consistently involves, informs and educa ...

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This course equips you with the concepts and skills to shift the focus of the sales discussion to value realized rather than price paid.

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We will discuss the two types of services and expertise sought by affluent clients and how advisors looking to break into the HNW market can more effectively position their practices. We will begin by ...

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Technological changes in today's Finance world are rapidly progressing. New challenges come not just from within our own organizations, but also from our customers and suppliers. In response, Finance ...