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Is 60/40 Dead? The Past, Present & Future of Asset Allocation
19-Sep-2023 The Financial Planning Association of MinnesotaField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: This 2-hour program will analyze the efficacy of the 60/40 allocation. We will review the periods when the 60/40 allocation provided value and stability to portfolios and pe ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Is An ESOP Right For You? An In Depth Look at Employee Stock Ownership Plans
13-Feb-2019 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Auditing
- Business Law
- Business Management and Organization
- Economics
- Finance
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Learn how you can enhance your company's legacy and benefits plan with an ESOP—the most tax-efficient method of exit planning. The seminar will cover valuation, financing, legal issues and plan design ...Program Level:
allDelivery Method:
- Group Internet Based
- Group Live
Location:
- AZ
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
Program Level:
BeginnerDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
If your company is considering an ESOP, this session will give you what you need to know to determine not only if an ESOP will work for you, but also the answers to some basic questions, such as how t ...Program Level:
all levels welcomeDelivery Method:
- Group Live
Location:
- GA
-
Is An ESOP Right For You? An In Depth Look at Employee Stock Ownership Plans (SCOTTSDALE 2019)
13-Feb-2019 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Economics
- Finance
Credit Hours:
- 9 - 12 credits
Description:
Learn how you can enhance your company's legacy and benefits plan with an ESOP—the most tax-efficient method of exit planning. The seminar will cover valuation, financing, legal issues and plan design ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- AZ
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
plan while getting fair market value with an ESOP (employee stock ownership plan). Learn how you can enhance your company's legacy and benefits plan with an ESOP—the most tax-efficient method of exit ...Program Level:
IntroDelivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
What is an ESOP? Why choose an ESOP as part of your succession plan? Overview of an ESOP Transaction with real-world examples.Delivery Method:
- Group Live
Location:
- TN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- LA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This exclusive seminar is a great way for businesses to learn more about the benefits of employee ownership and ESOPs. Attendees will gain valuable insights from business owners and subject matter exp ...Delivery Method:
- Group Live
Location:
- AZ
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- OR
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Business Management and Organization
Credit Hours:
- less than 1
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Description:
With the recent change in the tax law and confusing guidance from Congress and the IRS, clients often ask, can I deduct that? Upon course completion, you will be able to anticipate the most common que ...Delivery Method:
- Group Internet Based
- QAS Self Study
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Is It Okay to Laugh? Understanding How Canceling Humor Can Also Cancel Workplace Productivity
MY-CPE LLCField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Is It Time to Update Your Executive Compensation Study?
23-Jul-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Competitive executive compensation is necessary to retain and recruit the executive talent you need to lead your ESOP-owned company. A compensation study will give you insight into competitive market ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Is it Time to Update Your Sustainability Study?
21-May-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
An increasing number of ESOP-owned companies are engaging in analysis to assess the sustainability of the ESOP and the company. What does it mean to conduct such an analysis, and when is the time to u ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With the recent change in the tax law and confusing guidance from Congress and the IRS, clients often ask, can I deduct that? In this practical webinar, you will look at the most common deductions tha ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- VA
-
Is There Really a “Hub” in My Tech Stack? The Four Must Have Tech Tools
28-Sep-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Kristen presents a master class workshop in evaluating your firm’s entire technology ecosystem. From the four must-have tech tools to integrations that are key to efficient growth, Kristen shares best ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Is This The End of The Traditional 60/40 Portfolio?
28-Sep-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The traditional 60/40 asset allocation portfolio has come under pressure in 2022. Will using equities and fixed income still be a reliable way to capture market returns going forward? And has the new ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Is Today's Older Homeowner Sitting on a Gold Mine?
09-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Elderly homeowners own close to $13 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden we ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Is Use of Artificial Intelligence (ChatGPT) Fit for Tax Practice?
18-Jul-2023 Maryland Society of Accounting and Tax Professionals, IncField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Generative artificial intelligence (GAI) chatbot ChatGPT has taken the country by storm. ChatGPT reached 1 million (1M) users within only 5 days of its release. What is ChatGPT? It is a computer progr ...Program Level:
UpdateDelivery Method:
- Group Internet Based
Location:
- MD
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Have you ever noticed what happens to a spinning top? Without intervention, there can only be one result: a wobbling top followed by a fallen top. This example illustrates how the second law of thermo ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- less than 1
Description:
Delivery Method:
- QAS Self Study
-
Is Your Home at Risk? How to Avoid the Pitfalls of Inadequate Fiduciary Insurance
26-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
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ISACA ® Certified Information Security Manager TM (CISM ®) Preparation Course
Captiva Solutions, LLCField of Study:
- Business Management and Organization
- Information Technology
- Management Services
Credit Hours:
- 21 + credits
Description:
Demonstrate Your Expertise Demand for skilled cyber security management professionals is on the rise, and the CISM® is the globally accepted standard of achievement in this area. The CISM® certificati ...Program Level:
ExperiencedDelivery Method:
- Group Internet Based
- Group Live
Location:
- MD
-
Field of Study:
- Auditing
- Auditing (Govmnt)
- Information Technology
- Management Services
Credit Hours:
- 21 + credits
Description:
Enhance Your Competitive Advantage If you are looking to gain recognition as an IS or IT professional, then the CISA® is the certification for you. ISACA®'s globally recognized CISA® certification is ...Program Level:
AdvancedDelivery Method:
- Group Internet Based
- Group Live
Location:
- MD
-
Field of Study:
- Auditing (Govmnt)
- Information Technology
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Learn the Tools of the Trade The (ISC)2 CAP credential is ideal for IT, information security and information assurance practitioners and contractors seeking to prove their understanding of the NIST Ri ...Program Level:
FoundationalDelivery Method:
- Group Internet Based
- Group Live
Location:
- MD
-
ISC2® Certified Information System Security Professional (CISSP) Preparation Course
Captiva Solutions, LLCField of Study:
- Information Technology
Credit Hours:
- 21 + credits
Description:
The ISC2® CISSP certification is the ideal credential for information security architects with proven technical and managerial competence required to engineer, implement, and maintain security program ...Program Level:
AdvancedDelivery Method:
- Group Internet Based
- Group Live
Location:
- MD
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Introduction to Information Security - ISG101Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Practical Security Assessments - ISG103Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Practical Security Assessments - ISG103Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Tools to Identify and Mitigate Security and Privacy Risks - ISG120Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
Business Continuity Planning & Disaster Recovery Assurance Practices - ISG240Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Information Security Boot Camp - ISG291Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Information Security Boot Camp - ISG291Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Information Security Boot Camp - ISG291Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Managing Mobile Device Security - ISG301Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Introduction to Incident Response - ISG320Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Data Privacy 2016: Ensuring the Effectiveness of Your Data Privacy Policy ISG790WEBDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Islamic accounting mostly follows the IFRS accounting framework, but differs from it in a few key areas. We discuss these differences in the Islamic Accounting course, including prohibited business ac ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
As of January 30, 2017, no sessions have been scheduled in the US. Please contact T&CAmer@moodys.com for further updates. Program Level: Introductory; Prerequisites: None. This course will help the pa ...Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
As of January 30, 2017, no sessions have been scheduled in the US. Please contact T&CAmer@moodys.com for further updates. Program Level: Intermediate; Prerequisites: One year experience in a credit-re ...Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
As of January 30, 2017, no sessions have been scheduled in the US. Please contact T&CAmer@moodys.com for further updates. Program Level: Intermediate; Prerequisites: None. This course will help delega ...Delivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course covers issues affecting compilation and review engagements in currently effective SSARS No. 19 and presents changes in SSARS No. 21 effective for periods ending on or after December 15, 20 ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This module discusses issues that every investor should consider before making the leap into hedge funds. It will discuss risk, return and correlation from the investor's perspective; how to pick fund ...Program Level:
BasicDelivery Method:
- QAS Self Study
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