Team development and performance are critical to leadership success. In this session, participants will examine team formation, learn about the balance between team performance and...
The 2019 SECURE Act changed the rules regarding distributions to beneficiaries from retirement plans in a negative way. Trusts are often named as beneficiaries for IRAs and other...
Although Windows incorporates the OneDrive app, you may not have configured it correctly for your specific needs. Using the OneDrive app and the related Cloud storage service to...
This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts...
AI is an extremely popular topic these days, and for good reason! However, does AI present yet another threat to your privacy? Get answers to this question and more in this session...
ESG, environmental, social, and governance, is a buzzword that is not only gaining traction but will be mandatory for a company's continued success. So what is ESG? What does it...
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New...
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting...
A common challenge for the controller role is in closing the month-end and period-end books in preparation to issue financial statements. This duty requires precision, timing and...
This program provides an update to the latest tax developments, rules and regulations impacting and individual taxpayers, with a review and integration of the recent tax...
Our session will include a discussion regarding indirect rate strategies for cost recovery. We will cover negotiating indirect rates with pass-through entities and alternative...
Most small and mid-sized businesses are at least considering cloud-based suites for business management, performance management, and productivity. Unfortunately, many owners and...