CPE Catalog & Events

Showing 14951 Webinars Results

10 Ways to Create Delighted Clients and More Referrals

Monday, May 23 8:00am - 11:36am

Webinar

4.00 Credits

Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that

2021 Federal Tax Update for Business

Monday, May 23 7:30am - 11:22am

Webinar

4.00 Credits

Major provisions of recently enacted (and newly effective) federal tax legislation Income tax rates and effect of recent legislation Details and impact of federal Covid relief tax legislation, including Employee Retention Credit Net operating losses and excess business losses – The crazy moving target Recent important court cases, regulations, rulings and related developments affecting C and S corporations, partnerships and businesses Income, employment and estate and gift taxes How Congress, Treasury and IRS stirred the pot and added to the pile IRS activity impact on planners and preparers

A Coach Approach to Feedback: How To Have an Action Oriented Conversation

Monday, May 23 12:00pm - 1:41pm

Webinar

2.00 Credits

Feedback

Aligning Budgets to Strategy: The Key to Long-Term Profit

Monday, May 23 7:00am - 9:00am

Webinar

2.00 Credits

The major topics covered in this class include:A Proper Practical Planning Process (P4)The steps to planningThe results of strategic planningExamples of budgets

Balancing Security With Operational Efficiency

Monday, May 23 11:00am - 1:00pm

Webinar

2.00 Credits

Strengthening asset protection measures Ways to enhance efficiency Balancing operational activities

Become Rich Without Selling Your Soul

Monday, May 23 12:00pm - 3:37pm

Webinar

4.00 Credits

How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track

Cash Management - Day to Day Best Practices

Monday, May 23 10:00am - 12:00pm

Webinar

2.00 Credits

Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash?  Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls

Cash Management Essentials

Monday, May 23 10:00am - 11:01am

Webinar

1.00 Credits

Why building trust is essential How trusting relationships makes us more effective Steps to build trust The surprising backgrounds of CFOs Non-technical skills you need to be a CFO How to improve your skills every day How to gain better control over cash flow Techniques to project sort terms cash flows Techniques for projecting cash beyond the next quarter Recent trends in financial management Insights from the COVID crisis Skills you’ll need for tomorrow

Cash Management Skills: Strategies for Long-Term Success

Monday, May 23 7:00am - 9:00am

Webinar

2.00 Credits

Understand how much cash your organization will need Where will you get cash?  Set cash management policy Prevent cash management surprises

Collaborative Communications: Working with Diverse Styles

Monday, May 23 9:00am - 11:08am

Webinar

2.50 Credits

Communications 

Communicating with Generation Z in the Workplace

Monday, May 23 9:00am - 10:06am

Webinar

1.00 Credits

generational communication generational management generations communication leadership management

Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1

Monday, May 23 8:00am - 11:43am

Webinar

4.00 Credits

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2

Monday, May 23 12:00pm - 3:43pm

Webinar

4.00 Credits

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

Controller Series: Beginning the Leadership Journey

Monday, May 23 8:00am - 9:00am

Webinar

1.00 Credits

Differences in Skill Sets, Mindsets, and Behaviors The Leadership Journey Getting the Right Work Done Successful Delegation Next Steps and Recommendations

Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders

Monday, May 23 8:00am - 9:00am

Webinar

1.00 Credits

What are the three types of misconceptions of communication? What are the different types of personality styles in the workplace? Recognize how to communicate with the different types of personality styles effectively Key takeaways

Cost and Pricing Models: Creating an Effective Tool

Monday, May 23 12:00pm - 2:00pm

Webinar

2.00 Credits

Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit

COVID-19 and Workers Compensation What You Need to Know as it Pertains to the Construction Industry

Monday, May 23 2:00pm - 2:51pm

Webinar

1.00 Credits

Recordability, Experience Modification Rate (EMR), and Insurance Costs Legal Considerations Financial Considerations

Crucial Tax Topics - Terrific Tax Planning Ideas - Qualified Plans, IRAs, and Related Issues

Monday, May 23 12:00pm - 2:00pm

Webinar

2.00 Credits

Roth conversion strategies – When and how much Understanding the changes made by the SECURE Act corelate with changes in the tax law   Using trusts as a beneficiary of an IRA   Rollover strategies   Federal Estate Tax issues in a changing tax environment   Post-Mortem opportunities   Spousal issues (including QTIP issues)   Proper beneficiary planning ideas

Developing an Alternative Workforce Resource

Monday, May 23 10:00am - 12:00pm

Webinar

2.00 Credits

Gig economy Transactional approach Strategic approach

Dynamic Communication: Business and Workplace Communication Essentials

Monday, May 23 1:00pm - 2:07pm

Webinar

1.00 Credits

communication written communication  verbal communication decision making