Course Library
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Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Personal financial statements are prepared for individuals to formally organize and plan their financial affairs. Personal financial statements can also be used for specific purposes, such as obtainin ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Personal financial statements are generally prepared for individuals to formally organize and plan their financial affairs. In some instances, personal financial statements are prepared for specific p ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- QAS Self Study
-
Preparing and Reviewing Workpapers- essential Tips for Avoiding Deficient Audit and other Attest Engagements
Western CPEField of Study:
- Auditing
Credit Hours:
- 5 - 8 credits
Description:
Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement. This course will provide the essential tips and techniques for ensuring workpaper do ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course helps you discuss cash flow with your business stakeholders using fresh insights and illustrative benchmarks.Delivery Method:
- QAS Self Study
-
Preparing Assumptions and Evaluating Results of a Repurchase Obligation Study
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Consolidated financial statements are prepared by using uniform accounting policies for like transactions and events in similar circumstances for all of the entities in a group. These are the signific ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course assists financial statement preparers with understanding how to pre-identify and proactively avoid potential audit issues.Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course assists financial statement preparers with understanding how to pre-identify and proactively avoid potential audit issues.Delivery Method:
- QAS Self Study
-
Preparing Financial Statements â An AuditorâÂÂs Perspective on What Matters Most
Illumeo, IncField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course assists financial statement preparers with understanding how to pre-identify and proactively avoid potential audit issues.Delivery Method:
- QAS Self Study
-
Preparing for 2020: Managing Medicare and Healthcare Expenses in Retirement
15-Nov-2019 UNC Charlotte Extended Academic ProgramsField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
health care costs in retirement, they could run out of money or not be able to get the care they need. Key Topics: What is Medicare? Who needs to enroll in Medicare and when? How do you enroll in Medi ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Preparing for a CEO Transition or Retirement
09-Mar-2021 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Preparing for a Transition to ESOP-Ownership? 5 Things to Know in 2024
National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course explores some tips and best practices of how to prepare for an audit once you have been notified one is to be held.Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course describes the entire M&A process, from seller motivations to due diligence, auctions, deal structure and documents required along the way.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course describes the entire M&A process, from seller motivations to due diligence, auctions, deal structure and documents required along the way.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
This course describes the entire M&A process, from seller motivations to due diligence, auctions, deal structure and documents required along the way.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course describes the entire M&A process, from seller motivations to due diligence, auctions, deal structure and documents required along the way.Delivery Method:
- QAS Self Study
-
Preparing for and Surviving a Regulatory Exam: Tips and Takeaways
28-Sep-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This presentation will prepare the member for undergoing a regulatory examination and discuss potential areas of focus in an exam for the typical ACP advisor. Learning objectives: 1. Advisor will lear ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ITG231Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ITG231Delivery Method:
- Group Live
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
The recovery is now over 10 years old. The financial markets are in various stages of recovery and negative interest rates prevail in much of the world. Those that plan for the impact of the recession ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 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 to two years’ experience in a ...Delivery Method:
- Group Live
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Preparing for year-end should not begin in October or November as it may have in the past. Preparation should begin in January and be conducted throughout the calendar year. This is especially importa ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This webinar concentrates on preparing the department for the end of the calendar tax year and the new year processing. Topics include reconciling, completing, and submitting Form W-2 federal and sta ...Program Level:
INTERMEDIATEDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Preparing for year-end should not begin in October or November as it may have in the past. Preparation should begin in January and be conducted throughout the calendar year. This is especially importa ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Overview This webinar concentrates on preparing the department for the end of the calendar tax year and the new year processing. Topics include reconciling, completing and submitting Form W-2 federal ...Program Level:
INTERMEDIATEDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This webinar concentrates on preparing the department for the end of the calendar tax year and the new year processing. Topics include reconciling, completing and submitting Form W-2 federal and stat ...Program Level:
INTERMEDIATEDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The year-end tasks in accounts payable are critical to accurate financial statements for any organization. Yet, often, they are a last minute affair, and proper attention is not accorded the tasks. Th ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The year-end tasks in accounts payable are critical to accurate financial statements for any organization. Yet, often, they are a last minute affair, and proper attention is not accorded the tasks. Th ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Thoughtful planning and preparation are keys to effective year-end reporting. Please join Carol A. Stacey and George M. Wilson, Directors at The SEC Institute Division of PLI, as they present practica ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Thoughtful planning and preparation are keys to effective year-end reporting. Please join Carol A. Stacey and George M. Wilson, Directors at The SEC Institute Division of PLI, as they present practica ...Delivery Method:
- Group Internet Based
-
Preparing for Your PCI Audit (PCI)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Protect you and your customers' reputations by ensuring compliance with Payment Card Industry standards. Don't let a PCI audit threaten the credibility or bottom line of your organization. This course ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Peer review can be one of the most intimidating and stressful events for a firm. In this course, Jeff Sailor brings his truly unique presentation style to cover the most important peer review topics. ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Company forecasts are at the heart of the valuation process for ESOP shares, and they are also a focus of scrutiny by the trustee and, sometimes, the court system. The covid pandemic and the resulting ...Program Level:
All Levels are WelcomeDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This is an eight-hour lecture presentation. Upon completing this course: Learners will be able to identify the types of entities and income that can be reported on Form 1065. Learners will be able det ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- WI
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Thanks to the new $5.45 million estate tax exemption, it seems fewer estates will be required to file Form 706 (Federal Estate Tax Return). However, it is important to understand the portability rules ...Delivery Method:
- Group Internet Based
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