Course Library
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course explores the difference between data and information, as well as how to store and protect data.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is estimated to have been $450 billion in 2015 and is ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is likely to be in the trillions. Almost all of that c ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is estimated to have been $450 billion in 2015 and is ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is estimated to have been $450 billion in 2015 and is ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Keeping Up with the Code - 2021 Federal Tax Update
02-Dec-2021 UNC Charlotte School of Professional StudiesField of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. In this course, we will t ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Keeping Up with the Code: 2022 Federal Tax Update
15-Nov-2022 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a financial advisor is keeping up with all of the changes in tax legislation ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Keeping Your Firm Compliant: Practical Best Practices, And Common Deficiencies To Avoid
29-Aug-2024 Kitces.comField of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
For most financial advisors, compliance is simply something you “have to do” to satisfy regulators while providing financial advice. But in practice, regulations are put in place to protect consumers, ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Most business involves working with important, personal, or confidential information. This course teaches you how to protect this information from potential threats. -
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Most business involves working with important, personal, or confidential information. This course teaches you how to protect this information from potential threats.Delivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The contents of Kentuc ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The contents ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs.Delivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The contents ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Nonprofit organizations have a unique set of needs when it comes to operations, accounting, and reporting. In this course, instructor Larry Perry walks you through the qualifications of a nonprofit or ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Non-profit organizations have certain key accounting and reporting requirements, particularly around expense accounting. This webinar will focus on the principles of accounting for non-profit organiza ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
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Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
ITM601WEBDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Economic damages represent a financial remedy that a party can recover if they have suffered a legal wrong due to the actions of another party. In order to recover economic damages, the Court must fin ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Description:
Join this CPE webinar, where we learn about the key elements of month-end close automation. Through an introduction of SkyStem’s month-end close and reconciliation platform, ART, we’ll take a look at ...Delivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
How much difference in performance is there between an aggressive portfolio and a conservative one in the long run? Perhaps less than you might think. How do you design portfolios for the long run kno ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
For the past decade, not enough new homes were built to keep pace with population growth and now office vacancies are posing a crisis for landlords in 2024. For financial planning and investment profe ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This class teaches about the key determinants in retirement portfolio success and failure. How money is withdrawn is the most important factor in portfolio survival, while asset allocation policy of ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Key Elements for Successful Finance Transformation - Do you have what it takes?
25-Apr-2023 Quartz Events LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Going “Digital” is no longer nice to have, it is needed to avoid falling behind. But that is not the only transformation Finance is or will be going through. We will explore the key elements for a suc ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
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Key Elements in Evaluating Revenue Growth - Sustainable Growth Rate, Production, and Productivity, Break-even Analysis, Nominal vs. Real Growth
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Key Elements in Evaluating Revenue Growth - Sustainable Growth Rate, Production, and Productivity, Break-even Analysis, Nominal vs. Real Growth
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Key Elements in Evaluating Revenue Growth--Sustainable Growth Rate, Production, and Productivity, Break-even Analysis, Nominal vs. Real Growth
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course sets out a step-by-step approach covering the fundamental steps required to identify, manage, and mitigate operational risks.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course sets out a step-by-step approach covering the fundamental steps required to identify, manage, and mitigate operational risks.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: As we enter 2020, what does the estate planning landscape look like? What tried and true tax and non-tax concepts are still relevant for our clients? How have changes in th ...Program Level:
overviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Broaden your Excel proficiency with this valuable and easy to understand course. You'll learn from Excel expert David Ringstrom as he walks you through many of keyboard, mouse, and menu shortcuts as w ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Small business owners understand that they are the ones responsible for saving for their retirement. Unlike many employees who work for large corporations that provide retirement benefits, small busin ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
We've gone through a detailed look at Office 365 throughout the year; now it is time to take a look at a higher level and review the features that have changed and what’s on-tap in 2017. Office 365 is ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk ma ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This module covers how to read a balance sheet, an income statement, a statement of cash flow, and how to interpret notes to financial statements.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
This course covers a variety of issues related to GAAP, including the unusual reporting and disclosure issues that develop in practice, such as how to disclose life insurance, leases, catastrophes, an ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
Revenue is probably the most important number in financial statements. After years of effort, a joint Financial Accounting Standards Board (FASB)/International Accounting Standards Board (IASB) standa ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The time for private entities to implement the FASB's latest standard on revenue recognition is quickly approaching. Revenue recognition (ASC 606) goes into effect for private entities for 2019. This ...Program Level:
BasicDelivery Method:
- Group Live
-
Key Guide To The New Revenue Recognition And Lease Accounting Standards With Dr. Ray Thompson
Western CPEField of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
Revenue is probably the most important number in financial statements. After years of effort, a joint Financial Accounting Standards Board (FASB)/International Accounting Standards Board (IASB) standa ...Program Level:
BasicDelivery Method:
- Group Live
-
Key Guide to the New Revenue Recognition and Lease Accounting Standards with Jeff Sailor
Western CPEField of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This course will concentrate on the most critical issues of the year for revenue and lease accounting. Our first topic will be revenue from contract with customers. This standard supersedes most prior ...Program Level:
BasicDelivery Method:
- Group Live
-
Key Guide To The New Revenue Recognition And Lease Accounting Standards With Rod Redding
Western CPEField of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
The time to implement FASB's latest standards on revenue recognition and accounting for leases is quickly approaching. With Revenue Recognition (ASC 606) going into effect for private (nonpublic) enti ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This session will address the important decisions that must be made by the family and fiduciaries of a decedent. This will include decisions regarding income taxes, tax returns to file, the “post-mort ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Lessons you teach clients about how their behavior impacts returns can make a huge difference in their results and how they view the value of investment advice. Depending on the age of a client, for e ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
America has failed to build enough housing to accommodate population growth for over a decade, creating opportunities. Meanwhile, office vacancies are widely expected to cause a crisis for landlords i ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will learn circumstances when a revocable trust becomes irrevocable. You will learn about: Triggers that convert a trust from revocable to irrevocable Trust language to ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Key performance indicators can be used to focus a company’s attention on what matters most to its current and future success. In the Key Performance Indicators course, we examine the nature of key per ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
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