CPE Catalog & Events

This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program. The construction of a proposed life insurance solution in a personal financial plan is complex on several levels. As a personal financial planner, you must possess a broad range of knowledge of the various insurance solutions available to have a reasoned dialogue with your clients. In this audiovisual CPE course, Tom Tillery will describe three different types of life insurance contracts: term life insurance, permanent life insurance, and group life insurance (group life insurance is covered in greater depth in the Group Insurance and Employee Benefits course). This course covers: Optimal design of a policy Funding and withdrawal features Dividend options Nonforfeiture options Settlement options Finally, taxation and tax planning topics will be addressed, including: Tax planning with life insurance Income taxation of life insurance Taxation at surrender of a contract Taxation of proceeds from a life insurance contract Transfer of value rules Section 1035 exchanges Integrating life insurance with the overall financial plan.

Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal "shelters" available to those buying and selling real property. We cover the basic structure of a LKE, and ways a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants or other tax professionals.

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business.

"This session will summarize FASB standards issued from November 2021 through November 2022. The session will also review the projects on the current FASB Technical Agenda. The Look-back of Recent FASB Activity course is designed for CPAs who prepare, issue or audit GAAP based financial statements. This program was developed for the FICPA by Bruce Nunnally, CPA, Partner Emeritus with Carr, Riggs & Ingram, LLC. It was previously recorded on November 10, 2022. The course has been approved for up to one hour(s) of Accounting & Auditing CPE credit. "

Lost Profit Engagements Gain a foundation Gain a solid foundation to perform credible lost profits analyses. As a practitioner with expertise in the forensic accounting and valuation disciplines, understand how to measure lost profits in commercial disputes when a business experiences an actionable harm. Know your role Understand your role as both non-testifying consultants and testifying expert witnesses. Understand how to perform sound analyses that are credible from a theoretical perspective, tied to facts, and legally admissible.

Balanced Scorecard is a performance measurement framework that added strategic non-financial performance measures to traditional financial metrics to give managers and executives a more balanced view of organizational performance. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

What comes to mind when you think of budgeting? Takes too long? No follow-up? It protects the status-quo? If you've considered "banning the budget", this course will show you how to transform it into a planning process that helps your organization achieve its strategy. Discover 21 tips to change your budgeting process that results in a detailed one year budget, to a planning process resulting in a strategic, progressive and long-term achievement of your goals. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Networking is one of the most powerful tools accountants can develop, but it takes time, energy and commitment in order to build a strong network. Having a strong network will assist you in launching a new idea or plan, developing new business and clients, reducing costs in recruiting, and leveraging your career. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Have you ever tried to improve a business process only to be told: "that's the way we've always done it"? This course will discuss ways to improve your business processes to make them more efficient and better for your organization and customer. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

How you communicate with your clients can make or break your career! We all know how to talk, but how do we make sure we are really connecting with others? This course will discuss different personality styles and demonstrate the different ways to communicate information to them. See how recognizing their personality style(s) can turn communication breakdowns into breakthroughs. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

This course will demonstrate proven methods that CPAs and other business professionals can use to unlock their creativity and innovative thinking. You will discover new ways to break through mental barriers, SALY thinking, and roadblocks in order to improve performance, creativity, and innovative thinking. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

How do you react to change? Change is difficult, even when it is good and for the right reasons. This course will discuss various methods and ideas to consider in helping you navigate the turbulent waters when dealing with change. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Life happens and most of us bring our feelings to work. We need to understand how we react and how we deal with our own emotions. Emotional intelligence in the workplace is about understanding how you affect others and how others affect you. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

What does excellent customer service mean to you? Discuss the importance and skills needed to provide excellent customer service to both your internal and external customers. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

We often think about hurricanes and tornados as disasters, but have you thought about the impact of new technology, a product recall, or even fraud? Could your business survive 6 weeks without power? This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

What are the characteristics that define good governance? This course will review the composition and responsibilities of those charged with governance. Discuss risk factors and liabilities related to governance and the importance of setting the "tone at the top" for ethical behavior. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Why do you need to conduct a financial analysis and how would you use it? Do you know what you do best and is it sustainable? How do you differ from your competitors? There are a number of reasons why you would conduct a financial analysis, from investment decisions to career management. It's a valuable tool used to tell a comprehensive "story." This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Are you considering doing business in a foreign country? Should you? This course will discuss what you need to consider before you expand your operations into a new country and the steps to starting an international business. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

We can all list a variety of leadership skills but how do you develop them into your own leadership style? This course will explore leadership through a different lens by evaluating your leadership style and how to capitalize on your own personal strengths. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Have you ever worked with your boss and felt there were things that you could just do better? Organizations benefit from more upward leadership. Everyone benefits if we utilize all of our strengths - the sum of the parts is greater than the whole. Learn how to use your skills to help advance your career while making your boss look great. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.