Behavioral Ethics - Caesar's Wife: Tipping the Delicate Balance of Leadership and Ethics

Featuring Greg Conderacci

In today's complicated world, CPAs carry an increasing burden of public trust. As in the past, they are expected to give sound, ethical advice on accounting matters. Yet, what used to be an end is now just a beginning. More

Estate and Financial Planning for the Baby Boomer Client

Featuring Arthur Werner, J.D., MST, Anthony Rocca Esq.

*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questionsThe Live replay includes all original content and materialsThis format allows for Live CPE credit. This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308. Marketing Description: The range of estate and financial planning issues with regard to the baby boomer generation is vast More

Microsoft Excel: Data Analysis, New Table Features and New Pivot Table Enhancements

Featuring Judith Borsher, CPA, MBA

*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questionsThe Live replay includes all original content and materialsThis format allows for Live CPE credit. This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308. Marketing Description: Tips covered in this program help you achieve mastery over many Excel data analysis features, including Pivot Tables, and will save you time each day More

The Impact of IFRS and Other Global Standards on Private Entities

Featuring Jennifer F. Louis, CPA

*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questionsThe Live replay includes all original content and materialsThis format allows for Live CPE credit. This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308. Marketing Description: By now it is common knowledge that U.S More

Making Rain: Strategies for Client Service, Selling and Negotiating

Featuring Jennifer F. Louis, CPA

*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questionsThe Live replay includes all original content and materialsThis format allows for Live CPE credit. This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308. Marketing Description: Rainmaker -- the Bloomberg Financial Glossary defines a rainmaker as a valuable employee, manager or subcontracted person who brings new business to a company More

Effective and Efficient Risk-Based Financial Statement Audits in Compliance with Yellow Book

Featuring Jennifer F. Louis, CPA

*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questionsThe Live replay includes all original content and materialsThis format allows for Live CPE credit. This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308. Marketing Description: In recent years, the auditing standards have been strengthened in an attempt to improve the quality and effectiveness of financial statement audits More

Critical Performance Measures: Useful Tools for Gauging Success

Featuring Jennifer F. Louis, CPA

*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questionsThe Live replay includes all original content and materialsThis format allows for Live CPE credit. This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308. Marketing Description: Successful organizations know how to effectively channel the energies, abilities and knowledge of their people toward achieving short- and long-term strategic goals.  Financial professionals have a special obligation to make decisions that are in the best interest of an organization.   Focusing on critical performance measures may change the way you measure and manage your company.. OBJECTIVES:  This course will teach you how to successfully identify, establish and monitor key financial, customer, operational and growth performance measures for a highly successful organization. HIGHLIGHTS: * Learn how to use key performance measures to improve accountability for an organization’s success                                           * Obtain an introduction to a balanced technique of setting performance targets to achieve long-term strategic goals * Discover common performance metrics and what they tell you about the various aspects of your organization                                                                   * Strengthen the way you monitor the results of key metrics DESIGNED FOR: Anyone who plays a role in recommending, setting or achieving organizational performance goals.  PREREQUISITE: Management experienceRECOMMENDED CPE: 2 credit hoursFIELD OF STUDY: Management Advisory ServicesCOURSE LEVEL: IntermediateINSTRUCTOR:  Jennifer Louis, CPA More

Strengthen the Inquiry Skills You Need to Gather Evidence

Featuring Jennifer F. Louis, CPA

*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questionsThe Live replay includes all original content and materialsThis format allows for Live CPE credit. This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308. Marketing Description: Recent developments in various auditing, regulatory and compliance standards have increased the importance of effective inquiry as a means of gathering sufficient and appropriate evidence to support conclusions More

The New Economy, 2011 and Beyond: Journey to a New Normal

*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questionsThe Live replay includes all original content and materialsThis format allows for Live CPE credit This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308 More

MacGyvering: The Art of Being Resourceful in a Crisis

*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questionsThe Live replay includes all original content and materialsThis format allows for Live CPE credit. This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308. Marketing Description: Angus MacGyver, the TV secret agent of the late 80s and early 90s, somehow always managed to extricate himself from crises using only his trusty Swiss Army Knife, duct tape, paper clips and his wits More

High Performance Time Management: Boosting Your Personal Energy

*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questionsThe Live replay includes all original content and materialsThis format allows for Live CPE credit. This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308. Marketing Description: Old fashioned time management is sooo 20th Century More

What Small Public Companies Need to Know About the New XBRL

Featuring Eric E. Cohen

If you are a public company, your XBRL time has come! The market has entered year 3 of the SEC’s three-year roll out of mandatory XBRL submissions for all US GAAP domestic filersThis means that every domestic filer is now responsible for providing XBRL-formatted versions of their financial reports More

Estate, Financial, and Income Tax Planning for the "Non-Traditional" Client

  Course Details: Reality – Not every client fits “The Norm”2010 US Census Results – Over 8,000,000 households consisted of unmarried partners (1 out of every 20 households) State and federal laws include many protections for “traditional clients.” In order for “non-traditional clients” to protect themselves, it is imperative that these individuals take steps to ensure their joint assets and financial security. Learning objectives: To provide the practitioner with an understanding of the special issues that exist when planning with non-traditional clients Prerequisites: None Program level: Basic Designed for: EAs, CPAs, financial planners, attorneys NASBA Field of Study:  Taxes CPE Credit Minutes/Hours:  100/2   More

What Auditors Need to Know About the New XBRL Filing Requirement

Featuring Eric E. Cohen

  June 15, 2011 marked the day that year 3 of the SEC’s Interactive Data Mandate beganEvery public company providing financials to the SEC in US GAAP is now responsible for complying with XBRL rules It's time to pay attention! OBJECTIVES: This course will outline the SEC XBRL mandate More

How CPAs can Interpret and Apply Business Valuations

  It is sometimes said that business valuation is a mix of art and of science.  There is no sure and exact method of determining what a business is worth.  Business valuation tends to be subjective rather than objective and relate to the nature of the transaction.   More

You’re at Risk - Managing Investment Risk

It has become exceedingly difficult for business people, professionals, and other individuals to conduct their affairs without exposure to Risk.   This course is designed to provide the participant with an understanding of the techniques employed in analyzing and dealing with pure risk and business risk. More