Course Library

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This demanding curriculum will teach the principles and fundamentals of derivative portfolios and their associated risks. Participants will gain the knowledge to accurately predict the direction of pr ...

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In this 40-hour intensive curriculum, participants explore the role of valuation in using concepts and principles from Corporate Finance, Mergers and Acquisitions, Business Valuation, Financial Statem ...

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This introductory primer series will teach you why to use these platforms, how to crack them, where to look, what nuances and leads you need to chase down, and how they are all interrelated. We’ll als ...

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This course is designed to provide an overview of the Open Meetings Open Records laws and procedures for Georgia local governments.   Upon completion of the course, the participant will be able to  re ...

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Open Source intelligence (OSINT) is overt, or open data, intelligence gathering. Oftentimes considered to be found online, accessible via the internet or databases, open source intelligence can also b ...

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This is a 6.5 hour live lecture presentation with the instructor and students together in the same room. It is intended for accountants, attorneys, engineers and landmen working in oil and gas product ...

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The adopted budget is an important policy document communicating a governing board’s initiatives and priorities to both employees and the public. This class provides the tools needed to effectively pl ...

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Our new reality demands a rapid response and a fundamental look at how a changing economic landscape will alter the current budget, next year’s budget, and long-range forecasts for our communities. CO ...

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This module studies the organization of mutual fund companies — everything from the formation and management of the company, to the selection of the board members, to the structure of the fees and the ...

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The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of operational and strategic risk management and pandemic style d ...

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ILPA's Operational Due Diligence for the Limited Partner (ODD) course, part of ILPA’s “Intensive” class series, provides an intensive experience for the participant seeking to integrate operational an ...

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This two day course defines the framework for understanding operations, a practical overview of the core practices necessary to achieve operational excellence, and application of best practices to dev ...

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This course covers best practices and proper model design while showing how to build more granular and detailed model schedules. Use model ‘building blocks’ that simultaneously simplify yet enhance a ...

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This course examines the importance of operational risk in today's financial environment. It covers procedures for identifying, reporting, and managing operational risk.

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This course examines the importance of operational risk in today's financial environment. It describes operational risk indicators, quantification, and mitigation.

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This course is intended to build upon the foundation that you learned in Course 1 by providing you with more insight into the practical everyday application of Information Reporting and Withholding. I ...

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This course enhances your understanding of the key concepts related to managing costs in manufacturing, distribution, and service industries.

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In most organizations, the bulk of all profits come from the operations functions of the business. Consequently, it makes sense for management to concentrate its efforts on the management of operation ...

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From increased competition to the transfer of wealth, the family wealth industry is in a period of rapid change. This influx of change has caused some firms to review their pricing models. While their ...

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With the evolving landscape and globalization of trade and investment, practices and policies in international taxation continue to be more complex and challenging over the years. To avoid potential r ...

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We continue to see dramatic shifts in the retirement planning landscape. The Secure Act was one of the most impactful pieces of legislation in several decades. Now, Secure Act 2.0 provides new opportu ...

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In the harsh light of financial terms, the Covid-19 stock market drop presents a tax and financial planning opportunity for millions of Americans. At this session, Robert Keebler, CPA/PFS, speaks abou ...

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The processing of checks and cash is one of the most inefficient processes in a business, since it is blanketed by the controls needed to minimize theft. Optimal Accounting for Cash shows how to sides ...

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This course was published on 6/5/2018. The recordation and payment of accounts payable is a deeply inefficient process. Optimal Accounting for Payables shows how to enhance the basic process, as well ...

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The recordation and payment of accounts payable is a deeply inefficient process. Optimal Accounting for Payables shows how to enhance the basic process, as well as how to sidestep portions of it entir ...

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The recordation and payment of accounts payable is a deeply inefficient process. Optimal Accounting for Payables shows how to enhance the basic process, as well as how to sidestep portions of it entir ...

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The collection of payroll data and its conversion into paychecks is highly labor-intensive and beset by recordkeeping errors. In Optimal Accounting for Payroll, we describe the techniques that can be ...

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The SECURE Act could more appropriately be called the Massive Income Tax Acceleration on IRAs and Retirement Plans Act.  The inauguration of Joe Biden, a Democratic Congress, the $1.9 trillion and oth ...

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