Description:

In this course, we’ll show firm owners how they can build a firm that generates at least $1 Million in annual revenue through advisory services. Attendees will learn: How to scale your practice withou ...

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This course is part of a four-part series; this is Part 3. We suggest that you take the courses, Introduction to the Eat What You Kill (EWYK) and Building a Village (BAV) Models of Operations-New and ...

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An area of increasing interest is the role strategic financial managers can play in building customer profitability. While organizations recognize that exceeding customer expectations is necessary, lo ...

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In this session you’ll learn the 6 key steps for starting an advisory practice that will thrive. Sean Duncan will provide you with his personal methodology for planning and implementing advisory servi ...

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Effective teamwork pays its own way by creating greater productivity and profitability in an organization. A team of people working cooperatively can produce more than the sum of individual members wo ...

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Learn how to write and implement an effective ethics and whistleblower policy. This course discusses general ethics and how they relate to business. It also provides instruction on how to assess the e ...

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If you manage a remote team today, then you'll probably continue to do so for the rest of your career.If you don't, then you probably will soon.The notion of remote working in the accounting industry ...

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Charitable activity is not only a rewarding way to distribute financial resources, but it can also be a source of wealth creation. This unique course analyses techniques that donors/ taxpayers can use ...

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This course teaches you how to engage and captivate any audience anywhere in the world, whether it be 1 or 1,000 people.

Description:

This course teaches you how to engage and captivate any audience anywhere in the world, whether it be 1 or 1,000 people.

Description:

This course teaches you how to engage and captivate any audience anywhere in the world, whether it be 1 or 1,000 people.

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Learn the process of how to clearly define and identify all of your critical vendors. We often hear "I know what to do, I just need someone to show me how to think about criticality." This workshop is ...

Description:

Learn the process of how to clearly define and identify all of your critical vendors. We often hear "I know what to do, I just need someone to show me how to think about criticality." This workshop is ...

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We will walk you through how to determine who is a critical vendor. Learn the process of how to clearly define and identify all of your critical vendors. We often hear "I know what to do, I just need ...

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We will walk you through how to determine what a critical vendor is in your organization and how to manage the risk associated with each. We’ll also demonstrate how to use these techniques to manage y ...

Description:

Learn the process of how to clearly define and identify all of your critical vendors. We often hear "I know what to do, I just need someone to show me how to think about criticality." This workshop is ...

Description:

We will walk you through how to determine who is a critical vendor Learn the process of how to clearly define and identify all of your critical vendors. We often hear "I know what to do, I just need s ...

Description:

We will walk you through how to determine who is a critical vendor. Learn the process of how to clearly define and identify all of your critical vendors. We often hear "I know what to do, I just need ...

Description:

Ensure your employee benefits program is understood, utilized and valued within your organization. Are you frustrated with constantly having to answer questions about your benefits program? Do you fin ...

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This course focuses on the third step of the Road Map that helps you identify your Red Lights that may derail or impede your career.

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This course focuses on the third step of the Road Map that helps you identify your Red Lights that may derail or impede your career.

Description:

This course focuses on the third step of the Road Map that helps you identify your Red Lights that may derail or impede your career.

Description:

Cold calling can be nerve-racking. As soon as the prospect figures out you're a sales person, the line might go dead, or if you luckier, you get the immediate response of "no budget" or "not now." But ...

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Overview   "Pie in the sky" or cash in the bank? Make no mistake: accounts receivable is too important for any business to ignore ... because if goods and services sold don't quickly become cash in th ...

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Make no mistake: accounts receivable is too important for any business to ignore because if goods and services sold don't quickly become cash in the bank, it's just a 'pie in the sky' that cripples yo ...

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This course is a 4-step strategy to take the lead in sales conversations as you build client trust.

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Upbringing, education, and talent aside, all good leaders share the same quality: superior communication skills. Through observation, trial and error, or schooling from mentors, they've mastered the a ...

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Exceptional communicators know how to get their message across. They know how to navigate through the maze of misunderstanding and have the ability to lead their audience through the often murky water ...

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Look around you. The true leaders in your organization are the people who share a particular skill: the ability to communicate effectively. Coincidence? Hardly. Experts now agree that the movers and s ...

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In our upcoming CPE course, "How to Complete a Data Protection Impact Assessment," presented by Jorge Carrillo, participants will embark on a comprehensive journey into the intricacies of Data Protect ...

Description:

In our upcoming CPE course, "How to Complete a Data Protection Impact Assessment," presented by Jorge Carrillo, participants will embark on a comprehensive journey into the intricacies of Data Protect ...

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The formula for a successful audit today consists of many elements. Some of those elements require more thoughtfulness and caution in their application than others.With an in-depth examination of an a ...

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The Administrative Simplification provisions of the Health Insurance Portability and Accountability Act of 1996 (HIPAA) include national standards for electronic health care transactions, codes, ident ...

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A compilation engagement involves a greatly reduced set of activities from a review engagement, and especially from an audit. In How to Conduct a Compilation Engagement, we describe the steps required ...

Description:

A compilation engagement involves a greatly reduced set of activities from a review engagement, and especially from an audit. In How to Conduct a Compilation Engagement, we describe the steps required ...

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Many producers conduct fact finders or financial needs analyses as they meet new consumers – but do they conduct them well?Financial analysis is meant to review substantial debt and equity ratios and ...

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A review engagement involves a significantly reduced set of activities from an audit engagement, with a focus on analytical procedures and inquiries. In How to Conduct a Review Engagement, we describe ...

Description:

A review engagement involves a significantly reduced set of activities from an audit engagement, with a focus on analytical procedures and inquiries. In How to Conduct a Review Engagement, we describe ...

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The auditor needs to conduct audits as efficiently and thoroughly as possible. In How to Conduct an Audit Engagement, we describe every aspect of an audit engagement, including the engagement letter, ...

Description:

The auditor needs to conduct audits as efficiently and thoroughly as possible. In How to Conduct an Audit Engagement, we describe every aspect of an audit engagement, including the engagement letter, ...

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In every organization, the need for investigating workplace behavior arises occasionally, whether through formal or informal means. Simply having reporting channels in place isn't sufficient; the othe ...

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In every organization, the need for investigating workplace behavior arises occasionally, whether through formal or informal means. Simply having reporting channels in place isn't sufficient; the othe ...

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Due diligence is a critical component of a third-party risk management program to effectively manage vendor risk. You can’t collect the same due diligence on every vendor. It simply becomes too much t ...

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Due diligence is a critical component of a third-party risk management program to effectively manage vendor risk. You can’t collect the same due diligence on every vendor. It simply becomes too much t ...

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Company investigations into discrimination, harassment, theft or security breaches are fraught with liability and financial risks if not undertaken correctly. According to the National Law Review, emp ...

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Tax practice and the resolution of tax problems with the IRS can be tedious and challenging. Learn how to abate penalties such as failure to file, pay, estimate, and deposit. Instructor Stuart Sobel a ...

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Your professional journey starts with a powerful resume. Are you ready to create a resume that opens doors and grabs attention? Introducing our dynamic Resume Workshop – your gateway to crafting a com ...