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1070 results of "Banking & Insurance x"
Live Webinar

Estate Tax Reporting: Forms 1041 and 706

Preparing returns for estates can be difficult, especially if you do not prepare these kinds of returns often, but these services are vital for our clients. This course provides the practitioner with a practical understanding of Federal estate law. We will exa ...

Live Webinar

Nailing Impromptu Speeches: The Secret to Speaking Easily and Brilliantly on the Spot

An impromptu speech is common.  In business, at school, or at social and other public events, you are often unexpectedly called on to “make a few marks” or brief remarks about a specific topic.  The ability to speak well on short notice is a useful skill. Imp ...

Live Webinar

Cryptoasset Accounting and Taxation Trends For the Profession

As cryptocurrency adoption accelerates, CPAs must stay ahead of the evolving regulatory and financial reporting landscape. This session provides a comprehensive overview of the latest trends in cryptoasset accounting and taxation, equipping professionals with ...

Live Webinar

Powerful Speaking Skills: Make Sure You Project Calm, Confidence, Competence and Command

What are powerful speaking skills? It’s not how loud you are or how much information, slides or charts you present. Rather it’s how quickly you can engage the audience; keep their interest throughout your presentation; and most importantly, be able to communic ...

Live Webinar

Termination pay - A summary of State and Federal guidelines for calculation and compliance

Paying your employees final paycheck is more confusing than it seems. Although Federal law has broad regulations you have to comply with, States have the most rules, and they differ widely. Failure to accurately and completely pay what your worker is due can b ...

Live Webinar

Effectively and Defensibly Addressing Employee Problems

You’ve heard the statement, “If it’s not written down, it didn’t happen.” But just having documentation itself is not sufficient to protect you against liability. To effectively and defensibly address employee problems, you must be sure that you: Use the pr ...

Live Webinar

Winning Strategies to Engage and Retain Top Talent

Research shows employees don’t leave their employer; they leave their manager. Furthermore, a Gallup study showed, employees would leave their current organization for one with a more positive company culture that was doing good in the world.  Regardless of w ...

Live Webinar

Excel: Power Query Intro

Power Query is a “data-clean-up” tool useful in prepping data for further Excel analysis spreadsheets.  Power Query is a somewhat new feature, it first made its entrance in Excel 2010, and now is a standard part of Excel 2016 and 2019. Power Query is a tool ...

Live Webinar

Effective Communication: Ensuring Clarity, Accountability and Efficiency

In today’s fast-paced work environment, effective communication is the key to success. Miscommunication leads to inefficiencies, confusion, and lack of accountability—impacting productivity and team dynamics. This session is designed to equip professionals wit ...

Live Webinar

How to Use Financial Ratios in Credit Analysis

Ratio analysis helps lenders and analysts to determine a borrower’s operating performance (profitability and productivity) and financial condition (liquidity, leverage, solvency) by rendering the financial statements into ratios. This webinar focuses on well- ...

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