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This course looks at debt securities with terms of more than one year and provides the perfect complement to the course Short-Term Debt Securities.

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This course looks at debt securities with terms of more than one year and provides the perfect complement to the course Short-Term Debt Securities.

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Long-term incentive plans are a common tool to reward Executives. This session will provide an overview of LTIP plans, including why and how they are used at ESOP-owned businesses. Topics we will cove ...

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This course is an introduction to pricing and underwriting in long-term insurance. The course explores the actuary's role, including factors that affect setting standard premiums and the specifics of ...

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Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.

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Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.

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As we approach 2025, businesses and investors in the United States are confronting significant challenges tied to the potential expiration of key tax provisions, particularly related to tax extenders ...

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This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.Of the many fascinating human traits that behavi ...

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Program Level: Overview; Prerequisites: Approximately two years experience in a credit-related function or attendance on the Corporate Credit Ratings Analysis RA seminar or equivalent. This seminar pr ...

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In this practical webinar, you will learn how the 2017 Tax Act has changed the rules with respect to planning for the use of various tax losses as offsets to current and future taxable income. Upon co ...

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At this one-credit class, Fritz Meyer shares the latest U.S. coronavirus statistics from the Institute for Health Metrics Evaluation, examining its effects on key fundamentals driving U.S. economics a ...

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Low-expense investing has always been important to advisors but it's much more important now. With technology compressing RIA fees and the Covid crisis raising operational costs, lower-cost ETFs and m ...

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Reduce the cost of advising on a core portfolio while capitalizing on consumer demand for personal advice and transparency as well as low expenses. At this session, Dr. Craig Israelsen discusses the e ...

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Meet the challenge of reducing costs without sacrificing service. We will show you ways to cut the costs of operating your call center while maintaining the same level of service your customers are ac ...

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Standalone long-term care insurance sales have plummeted, as people have moved to other insurance solutions to manage the risk of long-term care expenses. How can you make sense of these alternatives? ...

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Trina Robinson is the presenter.  The participants will learn about the power of healthy workforce tips and tools.  They will learn about the impact of bad behaviors and benefits of improving lifestyl ...

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This course provides a high-level overview of the accounting and reporting requirements for business combinations under ASC Topic 805. The guidance aims to enhance the relevance, reliability, and comp ...

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Step into the fast-paced world of mergers and acquisitions with our quick guide to ASC 805. Have you ever wondered how companies combine, record, and report complex business transactions? In today’s e ...

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This course provides a high-level overview of the accounting and reporting requirements for business combinations under ASC Topic 805. The guidance aims to enhance the relevance, reliability, and comp ...

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M&A accounting is key for building accurate models and assessing deals. This course covers fair value adjustments, goodwill, deferred taxes, and related fees. It explains stock vs. asset purchases and ...

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In this course you will learn how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.

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In this course you will learn how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.

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This course explores how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.

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This course explores how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.

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MA activity continues to be robust with many mega deals expected through the end of 2016 and into 2017. With the volume and size of transaction activity increasing, it is imperative for buyers and sel ...

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MA activity continues to be robust with many mega deals expected through the end of 2016 and into 2017. With the volume and size of transaction activity increasing, it is imperative for buyers and sel ...

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Mergers and acquisitions transactions are often driven by tax considerations that affect the negotiation, structure, and documentation of deals. Legal and tax advisors must understand the ramification ...

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Mergers and acquisitions transactions are often driven by tax considerations that affect the negotiation, structure, and documentation of deals. Legal and tax advisors must understand the ramification ...

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Mergers and acquisitions transactions are often driven by tax considerations that affect the negotiation, structure, and documentation of deals. Legal and tax advisors must understand the ramification ...

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The Cox tax department provides four quarterly 1-hour CPE classes per year where tax department employees are provided an opportunity to develop new tax skills and increase their current abilities in ...

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Merger and acquisition buyers may acquire a target company using a variety of types of consideration, including cash, stock, seller notes, earnouts, equity rollovers, or other deferred or contingent p ...

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An alternative exit strategy for owners of privately-held business trying to sell their business in this challenging market environment for business buyers is a sale to a newly created Employee Stock ...

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This course will provide an overview of M&A considerations from a tax and accounting perspective.  It will also cover OneStream, enterprise risk management and the control environment, and artificial ...

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M&A can bring new opportunities, team members, and resources to a firm, with all their associated excitement. But after the dust settles, there are often more nuanced and complicated effects on compan ...

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Macabacus is a powerful tool that makes financial analysts more productive and have better brand compliance when performing their work across Microsoft Office Applications including Excel, PowerPoint ...

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This course can help you efficiently configure Macabacus settings to help you get started with the software very quickly. Upload CFI settings used in our Modeling Guidelines and Financial Models. Conf ...

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In this practical webinar, you will learn how to effectively extend the capabilities of your macros. You will also learn how to increase the speed and effectiveness of macros as well as implement vari ...

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Unlock the potential of Excel macros in this comprehensive CPE webinar. Get ready to enhance your Excel skills and become proficient in writing programming code, making your Excel experience more effi ...

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Unlock the potential of Excel macros in this comprehensive CPE webinar. Get ready to enhance your Excel skills and become proficient in writing programming code, making your Excel experience more effi ...

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Summary: This presentation will evaluate the critical determinants of the power of monetary and fiscal policy.  For monetary policy, this hinges on the factors that determine three critical variables, ...

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Learn about tools such as Macros and Mail Merge. This course also covers add-ins which are created by other companies to add even more functionality to Word.

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Learn about tools such as Macros and Mail Merge. This course also covers add-ins which are created by other companies to add even more functionality to Word.