This course is one of the courses dedicated to our Controllership Series. This series of courses is dedicated to exploring the traditional controller role and stepping out of the...
Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into...
Generative AI tools such as ChatGPT, Bard, and Copilot are available to everyone and offer great promise for improved productivity. Learn how you can begin to take advantage of...
We all know that Fraud Happens. But, why? Why do people we think we can trust let us down? This session will explore the minds of white-collar criminals and examine some recent...
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...
Boost quality management through improved processes (bold)With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM)...
Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate...
Many business owners need to pay more attention to the financial planning opportunities and implications when starting, growing and successfully running their businesses. This all...
Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids. When...
The annual budgeting process is often criticized as an accounting exercise that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not volume sensitive, and...
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand...
Getting ready for busy season involves not only knowing the tax rules for 2024, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using...