Professional Codes of Conduct make Ethics seem easy and clear cut. However, this is not so in real life. This session discusses five cases where the ethics is not so clear cut. ...
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for...
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating...
Running or advising a small business? KPI Bootcamp can help you quickly find and deploy the right KPIs to achieve your, or your client's, goals. Delivered by Bernie Smith, KPI...
When you're working with clients, it's not always smooth sailing (though we wish it was). Often we need to have difficult conversations. Whether it's to overcome objections...
Sustainability Accounting is now a recognized professional skill of increasing importance in larger organizations. It is the process of finding, measuring and managing the material...
You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more...
This course will help you develop a strategic marketing and business development plan for your firm using 7 key principles to help maximize lead generation. You will learn how to...
This fast-paced course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis...
Identify and eliminate risk Understand how risk affects all areas of business-from hiring and onboarding to customer fulfillment and customer support, and everything in between...
Are you an accountant or finance professional working in the state and local government space? Are you an auditor with state and local government clients? If you answered "yes" to...
This two-part interactive workshop reviews the hottest accounting topics and recent changes in areas such as private company accounting, revenue recognition, going concern and...