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The annual budgeting process is often criticized as an accounting exercise that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not volume sensitive, and...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...
Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most...
Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current...