Course Library
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
How can your client or company capitalize on opportunities in the dynamic market for hotel acquisitions and financing? Are you familiar with the latest developments and structures in acquiring, financ ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
How can your client or company capitalize on opportunities in the dynamic market for hotel acquisitions and financing? Are you familiar with the latest developments and structures in acquiring, financ ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- less than 1
Description:
Tax laws are constantly evolving, and the latest proposals from the House Ways and Means Committee could have a significant impact on your finances. From green energy credits to changes in SALT deduct ...Delivery Method:
- Nano Learning
-
Household Employment Issues: The Essentials for Keeping your Clients Compliant
01-Dec-2016 GTM Payroll ServicesField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Can you identify compliance issues that may arise with your clients who employ domestic workers? Understand what defines household employment, employer responsibilities and the regulations that surrou ...Program Level:
N/ADelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Retirement planning has traditionally excluded home equity, however, for many of our clients this can represent 50% or more of their net worth. With income-tax-free proceeds, and no required monthly p ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Finance
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Houston Retirement Plan & Risk Summit This education-focused workshop event is part of the Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’ ...Program Level:
All: Beginner - ExpertDelivery Method:
- Group Internet Based
- Group Live
Location:
- TX
-
How Accountants’ Ethics are Impacted by the ABCD of the Digital Age
17-Jun-2025 Center for Accounting TransformationField of Study:
- Behavioral Ethics
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
As emerging technologies like Automation (including AI), Blockchain, Cybersecurity, and Data Governance (A-B-C-Ds) propel organizations into the digital age, it’s crucial to ask: “Is it ethical to use ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This webinar is for under-utilized, over-worked, and under-paid partners in tax, accounting, and bookkeeping firms with revenues from $100K to $5M who want to transform their firms by building a firm ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Golf is a great game to generate business. But even if you don’t fancy chasing that little white ball, it’s a powerful metaphor for networking success that will empower you to take advantage of the va ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
You’re an expert. You really, truly are! When it comes to what you do, you know more than 99.9% of the population. As such, this program will empower you with the ability to harness your expertise as ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Nothing is better than generating business from referrals. And when you’re not getting a steady flow of them it’s frustrating. This program will not only give you better insight as to why you’re not g ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Networking events and afterhours can be a boon for your bottom line. Believe that. This program will share insights and ideas as to how you can stay within your comfort zone and still make that happen ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This module covers how a hedge fund works. It looks in detail at the importance of manager skill, or alpha, and the statistical measures that chart how a fund is performing. It also discusses the cont ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Life insurance is a crucial part of any financial plan, but it can be a confusing landscape to navigate. From term policies to whole life and permanent insurance, the options can seem overwhelming.Peo ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Life insurance is a crucial part of any financial plan, but it can be a confusing landscape to navigate. From term policies to whole life and permanent insurance, the options can seem overwhelming.Peo ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course discusses and shows the impact of property lease and acquisition on the primary financial statementsDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course discusses and shows the impact of property lease and acquisition on the primary financial statementsDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
This course discusses and shows the impact of property lease and acquisition on the primary financial statementsDelivery Method:
- QAS Self Study
-
How a Rising Interest Rate Environment Can Affect Company Valuations and Access to Capital
26-Sep-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Every year, millions of dollars are lost because two-thirds of America’s workforce claims they are not engaged in their work and are just going through the motions. Many companies understand there is ...Delivery Method:
- QAS Self Study
-
How Accountants’ Ethics are Impacted by the A-B-C-Ds of the Digital Age
04-Nov-2025 Center for Accounting TransformationField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
As emerging technologies like Automation (including AI), Blockchain, Cybersecurity, and Data Governance (A-B-C-Ds) propel organizations into the digital age, it’s crucial to ask: “Is it ethical to use ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Getting paid is one of the most critical parts of your business. Good news is, invoicing and collecting payments shouldn’t have to be a chore. With BigTime’s full service solution, you can track time ...Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
For financial professionals, implementing a chat service model can eliminate the roboadvisor threat and improve your service virtually overnight. CFPs, CIMAs, ChFCs/CLUs, CFAs, CPA financial planners, ...Delivery Method:
- Group Internet Based
-
How Advisors Can Get In Sync With OneDrive For Business And SharePoint
18-Nov-2015 Advisors4AdvisorsField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Get your documents in the cloud and on your local computer synchronized, consistent in the cloud and with every connected device, and learn what to do when you have sync problems. At this 11th ses ...Delivery Method:
- Group Internet Based
-
How AI will Transform Wealth Management and Ways You Can Use It To Future Proof Yourself
22-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Business Management and Organization
- Management Services
Description:
"AI Basics: An introduction to AI, including its definitions, history, and common myths. It explains foundational concepts like machine learning, deep learning, and large language models (LLMs). Adva ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In 2006, Congress passed the Tax Relief and Health Care Act. Before the Act’s passage, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Ta ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course covers what's required to get angels to fund your idea.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course covers what's required to get angels to fund your idea.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course covers what's required to get angels to fund your idea.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
Learn what's required to get angels to fund your idea.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
An associate advisor joins an established practice. Then what? Of course, the G2’s first months and years will lay the foundation for increasing responsibilities later on. What does this evolution loo ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
How Automation and AI are Enhancing Management Accountants
18-Dec-2025 Center for Accounting TransformationField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Amidst the buzz that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants, the reality is different. RPA and AI offer an opportunity for accountant ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
How Automation and AI are Enhancing Management Accountants
28-Oct-2025 Center for Accounting TransformationField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Amidst the buzz that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants, the reality is different. RPA and AI offer an opportunity for accountant ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
How Automation and AI are Enhancing Management Accountants
14-Aug-2025 Center for Accounting TransformationField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Amidst the buzz that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants, the reality is different. RPA and AI offer an opportunity for accountant ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
How Automation and AI are Enhancing Management Accountants
29-May-2025 Center for Accounting TransformationField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Amidst the buzz that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants, the reality is different. RPA and AI offer an opportunity for accountant ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
How Automation and AI are Enhancing Management Accountants
29-May-2025 Center for Accounting TransformationField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Amidst the buzz that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants, the reality is different. RPA and AI offer an opportunity for accountant ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains why having effective coaching skills makes you a better leader.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains why having effective coaching skills makes you a better leader.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains why having effective coaching skills makes you a better leader.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Description:
This course explains why having effective coaching skills makes you a better leader.Delivery Method:
- QAS Self Study
-
How Better Working Capital Management Can Increase Your Borrower's Shareholder Value
16-Dec-2022 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Accountants are in an excellent position to use their knowledge to serve as effective financial advisors to their borrowers. They have long known that expanding inventories to attract more customers a ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session will discuss how to determine the appropriate size for a solo firm. How many clients can effectively be served by one advisor? Also, we will discuss best practices for maintaining an effi ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will learn what it takes for your business to be successful on social media. Most professionals know that having a social media presence is important, but many do not kn ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course outlines four major areas that are understood by many CEOs but may be major paradigm shifts for CFOs.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course outlines four major areas that are understood by many CEOs but may be major paradigm shifts for CFOs.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course outlines four major areas that are understood by many CEOs but may be major paradigm shifts for CFOs.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Description:
This course outlines four major areas that are understood by many CEOs but may be major paradigm shifts for CFOs.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course outlines four major areas that are understood by many CEOs but may be major paradigm shifts for HR.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course outlines four major areas that are understood by many CEOs but may be major paradigm shifts for HR.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explores the critical question: âHow do you communicate with others?âDelivery Method:
- QAS Self Study
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