Course Library
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Field of Study:
- Personnel/Human Resources
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Strategically Plan Your Best Year Ever! Grow Your Firm and Raise Your Profit Margin
02-Feb-2024 MY-CPE LLCField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Gear up for your most remarkable year yet! Step into the league where action speaks louder than words, where your accounting practice not only thrives but soars. While you diligently manage the day-to ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In today's evolving business landscape, technology is a driving force for organizational success. This online webinar delves into the pivotal role of strategic planning when considering a technologica ...Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course examines diversity through a more comprehensive perspective.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The course is an intermediate level course on the design considerations of qualified plans. The course will go over some key terms and how they apply to qualified plans, as well as examples of differe ...Delivery Method:
- Group Live
Location:
- VA
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
The best performance evaluations are objective, timely, and articulate achievable goals for employees. In this webinar, you will learn strategies for executing successful performance evaluations. Upon ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Strategies for Integrating Employee Ownership Culture in Acquisitions
16-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Strategies for Your ESOP Accounting and Finance Team
27-Aug-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The first challenge for an ESOP company is completing annual compliance tasks with help from its CPA firm, bank, and ESOP service providers. However, what is involved in the crucial transition from ba ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Strategies in Social Security Techniques and Tips to Optimize Your Distribution
30-Mar-2023 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Why isn&rsquot anyone talking about how to convert my retirement accounts into retirement income?Social Security planning is now a vital element in securing income sufficiency in retirement and there ...Delivery Method:
- QAS Self Study
-
Strategies in Social Security Techniques and Tips to Optimize Your Distribution
13-Jan-2025 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Why isn&rsquot anyone talking about how to convert my retirement accounts into retirement income?Social Security planning is now a vital element in securing income sufficiency in retirement and there ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Attendees of this session will learn about how the Tax Cuts And Jobs Act affects strategies for: Retirement income planning Charitable giving Roth IRA conversions Paying for college Advanced income ta ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Strategies to Add Value to the ESOP-Owned Company
17-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Strategies to Build Rapport and Work Well w/Others (P1)
05-Jan-2022 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCField of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Do your interpersonal skills boost you forward or hold you back? Ever notice how some people have a knack for connecting with others? Not just "getting along" — but really making a connection. They ca ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Strategies to Build Rapport and Work Well with Others (P1)
06-Jan-2025 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCField of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Do your interpersonal skills boost you forward or hold you back? Ever notice how some people have a knack for connecting with others? Not just "getting along" — but really making a connection. They ca ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Strategies to Manage Repurchase Obligation
31-Oct-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Managing repurchase obligation is not a “set it and forget it” endeavor. It requires monitoring, planning, and an understanding of the strategies available to your company. This session will cover str ...Program Level:
AllDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Maintaining an effective vendor risk management program involves continual learning, refinement and innovation to evolve. The more mature it becomes, the fewer risks, lower costs, better performance a ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Strategies to Maximize Tax-Free Gain Exclusion Using Qualified Small Business Stock - LIVE
06-Feb-2024 Kitces.comField of Study:
- Specialized Knowledge
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax planning has become an increasingly important part of the typical wealth management relationship, making a sound understanding of tax-saving strategies an absolute must for many financial professi ...Program Level:
BasicDelivery Method:
- Group Live
-
Strategies To Maximize The Value Of Roth Conversions
21-Mar-2017 The Financial Planning Association of MinnesotaField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Since 2010, anyone is permitted to do a Roth conversion of a traditional IRA or 401(k), regardless of income. However, just because you can, doesn't mean you should - especially not all at once. In th ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
-
Strategies to Mitigate Concentrated Stock Risk to Diversify and Safeguard Client's Wealth - LIVE
21-Jan-2025 Kitces.comDescription:
Concentrated stock exposure, whether from employee compensation, inheritances, or preference, can leave client portfolios vulnerable to outsized risk and limited flexibility. A market downturn or unfo ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Strategies to Mitigate Concentrated Stock Risk to Diversify and Safeguard Client's Wealth - RECORDED
22-Jan-2025 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Concentrated stock exposure, whether from employee compensation, inheritances, or preference, can leave client portfolios vulnerable to outsized risk and limited flexibility. A market downturn or unfo ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
When it comes to the employee experience, recruiting top talent and retaining current employees is a surefire way to boost employee morale, increase productivity, and remain competitive in today&rsquo ...Delivery Method:
- QAS Self Study
-
Strategies to Reduce Income Tax and Estate Tax, Including Special Trusts, Legal Micro Captives, And ESOPs
31-Aug-2021 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Strategies to Reduce Income Tax and Estate Tax, Including Special Trusts, Legal Micro Captives, And ESOPs
27-May-2020 TraliantField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Income and estate taxes are likely to increase after the COVID-19 economic recovery programs. In this practical webinar, you will learn strategies and techniques for saving income and estate taxes for ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Strategies to Reduce Income Tax and Estate Tax, Including Special Trusts, Legal Micro Captives, And ESOPs
31-Aug-2021 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 13 - 16 credits
Description:
An in-depth look into defining the key choices an organization makes to distinguish its business strategy, to analyze decisions through the lens of strategy as well as economics when providing guidanc ...Delivery Method:
- Group Live
Location:
- CA
-
Strategizing Cash Management: Operations, Non-operating Payments, and Revolver Facilities
11-Dec-2023 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
What does it take to master the complexities of cash management and optimize your financial strategies? In today's ever-changing business environment, the ability to manage cash flows effectively is c ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Knowing the basics of strategic management will only get you so far in today's turbulent business world, driven by the complex factors of globalization, industry consolidation and fragmentation, techn ...Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Knowing the basics of strategic management will only get you so far in today's turbulent business world driven by the complex factors of globalization, industry consolidation and fragmentation, techno ...Delivery Method:
- Group Live
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to provide professionals with the essential tools and methodologies to enhance their organization's performance through effective Corporate Performance Management (CPM). In tod ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Most executive teams are reasonably good at formulating their organization&rsquos strategy, or they hire consultants to help them. A major frustration with executives is the failure to successfully im ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Strategy Planning and Implementation Excellence â Dig Out and Get The Right Things Done
Illumeo, IncField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course is designed for senior leadership, managers and emerging leaders who are develop and execute strategic plans within their organization.Delivery Method:
- QAS Self Study
-
Strategy Planning and Implementation Excellence â Dig Out and Get The Right Things Done
Illumeo, IncField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course is designed for senior leadership, managers and emerging leaders who are develop and execute strategic plans within their organization.Delivery Method:
- QAS Self Study
-
Strategy, Strategy Execution and Performance Management System Workshop: Setting the Road to Success
Field of Study:
- Personal Development
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Credit Hours:
- 1 - 4 credits
Description:
In this fast-paced webcast, QuickBooks and Excel expert David Ringstrom introduces you to the QuickBooks Statement Writer. This feature within the desktop-based Accountant and Enterprise editions of Q ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Excel and QuickBooks expert David Ringstrom, CPA, shares helpful tips to help you overcome the limitations of internal reports in QuickBooks and speed up your work in Excel. David outlines several tec ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, Excel and QuickBooks expert, David Ringstrom, CPA, shares helpful tips to help you overcome the limitations of internal reports in QuickBooks - and, subsequently, speed up y ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In Part 2 of QuickBooks/Excel Reports, Excel and QuickBooks expert, David Ringstrom, CPA, explains additional ways you can analyze data from QuickBooks Desktop and QuickBooks Online. Among many other ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
26317 Results