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What to Do When You Find Mistakes with Your ESOP - And How to Avoid Them
25-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
As cannabis continues to make its way into the mainstream marketplace, state governments are increasingly legalizing and regulating it for medical or recreational use. The legal cannabis, or marijuana ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Businesses around the world rely on accounting software such as Xero, QuickBooks and Sage 50 to grow their businesses. Successful businesses commonly leverage other point solutions outside of accounti ...Delivery Method:
- Group Internet Based
Location:
- CO
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Learn how to deal with a lawsuit against your business, including insurance for this contingency, and reasons why you should or should not settle.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Description:
Learn how to deal with a lawsuit against your business, including insurance for this contingency, and reasons why you should or should not settle.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
This course covers how to deal with a lawsuit against your business, including insurance and reasons why you should or shouldn't settle.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
This course covers how to deal with a lawsuit against your business, including insurance and reasons why you should or shouldn't settle.Delivery Method:
- QAS Self Study
-
What to Do When Your Fiduciary Liability Insurer Denies Coverage
29-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Economics
Description:
2023 was filled with good surprises and 2024 is starting out much the same way. Consensus forecasts of economists predict anemic GDP growth of 1.65% in Q4 ‘23, slowing to 0.94% and 0.55% in Q1 and ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
What to Expect in Your First Year as an ESOP
15-Apr-2025 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:
Contract management is an important part of your overall third-party risk management lifecycle. Done well, it can create a strategic advantage and protect your organization, customers, data and shareh ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Contract management is an important part of a vendor's lifecycle and overall third-party risk management program. Done well, it can create a strategic advantage and protect your organization, customer ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Accounting
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this course, Stephen Linker covers some major red flags when examining tax returns. He discusses the key elements of a tax return and how they relate to specific cases. The course will examine how ... -
What to think about when considering a recapitalization of your ESOP
07-Dec-2021 National Center for Employee Ownership (NCEO)Field of Study:
- Finance
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The ESOP is a very flexible financial and employee benefit vehicle, but over a period of time mature ESOPs may find the structure does not fully support the company’s evolving growth initiatives and m ...Delivery Method:
- Group Internet Based
- Group Live
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What to think about when considering a recapitalization of your ESOP
07-Dec-2021 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The ESOP is a very flexible financial and employee benefit vehicle, but over a period of time mature ESOPs may find the structure does not fully support the company’s evolving growth initiatives and m ...Delivery Method:
- Group Internet Based
- Group Live
-
What Type of Firms Should Avoid Offshoring & What Type of Firm Can Make a Success
17-Feb-2022 MY-CPE LLCField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In this podcast, Christopher Rivera, Director of Client relations, Entigrity Offshore Staffing, takes the conversation forward on Building Kickass Offshore Team with Sia Kal, President, FY USA; Shawn ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
While investors worldwide fixate on Fed rate hikes and oil prices, other macroeconomic factors are likely to influence yields in 2015. At this webinar, Shehriyar Antia, a former NY Fed Senior Analyst, ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to transform your hiring strategy and create a world-class team? In today's fast-paced business world, it is crucial to hire the right people and align them with your company’s values. W ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The statement of cash flows is one of the most important, if not the most important, financial statements prepared by an entity. Of particular focus on this statement is the cash flow from operations ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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What You Need to Know About Fraudulent Conveyance Law in 2017 & Beyond LIVE Webcast
03-Mar-2017 The Knowledge Group, LLCField of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
A fraudulent conveyance occurs when a person or entity intentionally transfers property to another with the express purpose of delaying, hindering, or defrauding a creditor, or, transfers property wit ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The principal issue in accounting for income taxes is how to account for the current and future tax consequences of: (a) the future recovery (settlement) of the carrying amount of assets (liabilities) ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an in-depth overview of the lease accounting standards issued by the Financial Accounting Standards Board (FASB) in February 2016. This includes a discussion of the primary reaso ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an in-depth overview of the lease accounting standards issued by the Financial Accounting Standards Board (FASB) in February 2016. This includes a discussion of the primary reaso ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
On March 6, 2024, the Securities and Exchange Commission (SEC) made a significant announcement regarding the adoption of new rules aimed at standardizing and enhancing climate-related disclosures for ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Doing business with customers overseas is good for your business. However, dealing with exchange rates and foreign currencies can be complicated. The good news: QuickBooks' Multicurrency helps you rec ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This webinar is a part of the Construction Audit Series by Denise Cicchella!US Bureau of Labour Statistics shows that as of January 2020, there were $7.59M people working in the construction industry. ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
You understand there are many security risks you face and that you have a legal responsibility to safeguard that information, but you aren’t sure how to get started in performing a proper risk assessm ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Cybercrime, Cybersecurity, Phishing, Malware, Ransomware, Skimming, the list goes on and on, but It really doesn’t pertain to me, right? I am too small and I really don’t have anything of value to hac ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
What You Should Have Already Done About Secure 2.0 and What to Do Next
09-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With SECURE 2.0 being signed into law, every blogger, podcaster, media outlet and self-proclaimed tax guru is on overdrive trying to make the biggest headlines, but what does this all mean for you, yo ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The California Privacy Rights Act (CPRA) marks a transformative chapter in data privacy regulation, building upon the foundation laid by the California Consumer Privacy Act (CCPA) to empower residents ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The California Privacy Rights Act (CPRA) marks a transformative chapter in data privacy regulation, building upon the foundation laid by the California Consumer Privacy Act (CCPA) to empower residents ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Join us for an insightful webinar, What You Should Know About CPRA (Part II), as we delve deeper into the complexities and challenges surrounding the California Privacy Rights Act (CPRA). This act, an ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Join us for an insightful webinar, What You Should Know About CPRA (Part II), as we delve deeper into the complexities and challenges surrounding the California Privacy Rights Act (CPRA). This act, an ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
The GDPR is more about data privacy and more about the empowerment of the data subjects and accountability. As a business, privacy, and GDPR might sound like an unnecessary burden to the organization; ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
The General Data Protection Regulation (GDPR) is a comprehensive data protection and privacy regulation. The regulation aims to ensure transparency, accountability, and the lawful processing of person ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
There are a lot of concerns about the penalties by the multimillion-dollar fines imposed by GDPR; while there is a significant risk for noncompliance by not following this data protection law. What is ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
There are a lot of concerns about the penalties for the multimillion-dollar fines imposed by GDPR; At the same time, there is a significant risk of noncompliance by not following this data protection ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
The investment world is accelerating at a phenomenal speed, and clients are getting caught up in the hype without fully understanding the ramifications. This course answers marketplace and investor qu ...Program Level:
BasicDelivery Method:
- Group Live
-
What your clients may not tell you – and what you can do about it: The challenges and opportunities facing financial planners today
20-Mar-2018 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: A Wall Street veteran and entrepreneur, Charlotte Beyer has spent her entire career working with UHNW and HNW principals. Beyer will take the audience through the landmines a ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course is a comprehensive look at understanding, evaluating, and recommending specific solutions to address insurance issues involving life, disability, health, long-term care, homeowners, auto, ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this valuable webcast, Excel expert David Ringstrom, CPA, draws your attention to the What-If Analysis tools available within Excel’s Data menu. David explains how and when to make use of Excel’s S ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In the rapidly evolving digital landscape, safeguarding privacy is paramount, and understanding the intricacies of Data Protection Impact Assessments (DPIAs) is crucial for organizations worldwide. Jo ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Join us for a live demo of the new release features and add value to your Intacct software! Release Highlights Real-time, dynamic comparisons across time for financials Need to present reports in some ...Delivery Method:
- Group Internet Based
-
What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
13-Apr-2021 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Coinciding with the Covid recovery, stocks returned an astounding 56.4% in the last 12 months. Is the Covid comeback over? Fritz Meyer, an independent economist who has taught financial economics to p ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
What's in a Valuation Report? how to Read and Understand Goes into a Valuation
26-Sep-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
What's in your Audit? Stories from Past Audits and Strategies for the Next
27-Mar-2025 Fredrikson & Byron, P.A.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Minnesota State Bar Association Tax Law Section and the Institute for Professionals in Taxation are happy to jointly host an exciting event at Fredrikson & Byron, P.A. where we share real-life aud ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
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