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Revolutionize your approach to client consultations with our transformative course designed to eliminate fee negotiations during initial meetings. Are you tired of the cycle where your fee structure b ...

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Revolutionize your approach to client consultations with our transformative course designed to eliminate fee negotiations during initial meetings. Are you tired of the cycle where your fee structure b ...

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In this course, you will learn the 5 critical steps needed to protect your firm and client data from malicious cyber attacks. These crucial steps will dramatically increase your overall security stanc ...

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This is a crash course on how to negotiate an office lease.

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Industry thought leaders Vincent Gaudiuso, Partner at Buchbinder Tunick & Co, and Cathy Rowe, Audit Product Manager at Wolters Kluwer, share proven tips for improving the level of quality your audits ...

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A commonly provided benefit in total rewards packages is life and disability insurance. This course presents a broad overview of individual and employer-provided life and disability insurance policies ...

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Your career is a journey rather than a destination. By developing the foundations of your career theme, you will be better suited to define your career mission statement and implement SMART personal c ...

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With 2021 in the history books now, 52 years of statistics for seven core asset classes are analyzed in this class. Risk, return, and correlations for large-cap, small-cap, and foreign stocks, as well ...

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With 2019 over, this continuing education webinar examines the latest 12-months of risk, style, return, and correlation coefficient statistics of a diversified portfolio over the last 50 years, includ ...

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Fifty years of statistical history on a diversified portfolio comprised of seven asset classes are analyzed in this annually updated class about how key components of a core portfolio behave.  Risk, r ...

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2020 is history and 51 years of statistics for seven core asset classes are analyzed in this class. Risk, return, and correlations for large-cap, small-cap, and foreign stocks, as well as real estate, ...

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The antique & collectible market is heating up. And, for whatever the reason, be it nostalgia or just getting your green on, the fact is, collectors are back at it. But just what are they collecting? ...

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In this session, learners will review 2 Nerd’s Eye View blog articles: 529-To-Roth IRA Rollovers: Taking Advantage Of The New Option To Move Education Savings To Retirement Savings and Planning For Ch ...

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In this continuing education session, learners will review two Nerd’s Eye View articles: 529-To-Roth IRA Rollovers: Taking Advantage Of The New Option To Move Education Savings To Retirement Savings a ...

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This course provides an overview for strategic employee benefits planning. First you'll learn what benefits your organization must offer based on federal employee benefits laws. Then you'll find out h ...

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Employee relocation planning is a Human Resources function that supports businesses that have operations in multiple locations and move their employees to meet workforce demands. This course teaches y ...

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This course compares three occupational classification systems: the Dictionary of Occupational Titles (DOT), O*NET and ERI’s enhanced Dictionary of Occupational Titles (eDOT). We look at the advantage ...

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Are you ready to transform your approach to pricing and elevate your advisory services? This is not just another course on pricing models—it's your chance to unlock a revolutionary framework that quan ...

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Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your lifestyle. In this course, you'll discover: How and why t ...

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This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business.

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This course is designed to grow the confidence, ambition, and strategic influencing skills of high-potential financial professionals in business.

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Many financial professionals struggle with communicating in a way other non-financial people understand – one of the six traits of executive presence. This course is designed to grow the confidence, a ...

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This course is designed to grow the confidence, ambition, and strategic influencing skills of high-potential financial professionals in business.

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Many financial professionals suffer from a lack of confidence, not a lack of competency. This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential fi ...

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This course is designed to grow the confidence, ambition, and strategic influencing skills of high-potential financial professionals in business.

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Many financial professionals face a continuous barrage of challenges. Seeing your way through these challenges and succeeding in the face of adversity is resilience – one of the six traits of executiv ...

Description:

This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business.

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Many financial professionals suffer from weak presence, not from a lack of competence, but because the finance discipline is so complex and analytical in nature. This course is designed to grow the co ...

Description:

This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business.

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Many financial professionals suffer are not confident at relationship building in their professional careers. This course is designed to grow the confidence, ambition, and strategic influencing skills ...

Description:

This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business.

Description:

Many financial professionals face a continuous barrage of challenges. Seeing your way through these challenges and succeeding in the face of adversity is resilience – one of the six traits of executiv ...

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Time-saving techniques and simple survival skills to help you wade through your data. In this power-packed program, you'll learn insider secrets, savvy shortcuts, and pro users' tips for creating data ...

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In Microsoft's Office suite, Access can certainly be one of the most intimidating applications. However, with its broad range of uses, it can help you dig through mounds of data and make that data wor ...

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Discover must-have tips and techniques for creating, managing and manipulating PDFs Most business professionals use Adobe® Acrobat® to help manage electronic files, paper files and even web pages by c ...

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60 Minutes of Adobe Acrobat Secrets will offer critical tips and tricks that can substantially reduce your frustrations and streamline your document creation and manipulation. We'll help you learn to ...

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Does this sound like you? You use Excel at work every week (and maybe every day) and it seems to be doing what you want, you are getting some of the data you need. Then it hits you! There's got to be ...

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In this workshop, you'll discover the true power of Excel … coupled with all the simplicity that you need to save time every day! Learn just how stress-free it is to use this dominant number-crunching ...

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Microsoft® Excel® can help you sift through data to find the information you need, but the process can be time-consuming and frustrating. That's where 60 Minutes of Excel® Secrets comes in. You'll dis ...

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Microsoft® Excel® can help you sift through data to find the information you need, but the process can be time-consuming and frustrating. That's where 60 Minutes of Excel® Secrets comes in. You'll dis ...

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Beyond email and calendar, discover how to customize, organize, and get the most out of Microsoft Outlook. 60 Minutes of Outlook Secrets will offer critical tips and tricks easily accessible in your e ...

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With the tools and techniques packed in this powerful program, you'll learn insider secrets, savvy shortcuts, and essential how-to's for creating PowerPoint presentations that will enhance your messag ...

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Smoothly transition new employees to ensure they're comfortable, motivated, and ready to work. You've just spent a great deal of time and effort to find the right candidate for the open position in yo ...

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This is a two-day, 16 hour live lecture seminar covering current developments for tax-exempt organizations, tax reform proposals, unrelated business income issues for nonprofits, lobbying and politica ...

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This course covers strategic cyber security considerations for CFOs.

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This course covers strategic cyber security considerations for CFOs.

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This course covers strategic cyber security considerations for CFOs.

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This course covers strategic cyber security considerations for CFOs.

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This course provides the tools you need to create an engaged work environment.