Professional Development and Event Catalog

This CPE course can be purchased individually or as part of the Retirement Planning Certificate Program. The SECURE Act is the first major legislation to revamp retirement plans in over a decade. The provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans have been implemented into this learning program. Are you ready to help your clients set realistic expectations and goals? In this narrated PowerPoint video, moderator Tom Tillery will examine Governmental Plans, Qualified Retirement Plans, and Other Employer Retirement Plans, including: Section 401(a) plans, Section 403(b) tax-sheltered annuity plans, and Section 457 deferred compensation plans. In addition, the two types of qualified plans covered in this course are defined benefit plans and defined contribution plans, along with the three most common defined benefit plans (traditional defined benefit plan, a cash balance pension plan, and a 412(i) plan). Finally, in Part Four, we cover IRAs, Keogh plans and other plans for the self-employed, SIMPLE plans, and non-qualified plans. Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform"). Moderator, Tom Tillery Thomas Neal Tillery, CFPr, AEPr, CLUr, ChFCr, CRPCr, LUTCF is Vice President and Chief Compliance Officer of Parakleter Financial, Inc. Parakleter provides integrated fee-for-service financial planning without asset management or product sales. Enhanced On-Demand Format This on-demand format utilizes a slide deck format, enhanced with narration and interactive exercises that are designed to increase the level of engagement and hands-on application. Drag and drop exercises, case studies, and interactive diagrams are some examples of the interactive exercises that are used to supplement traditional instruction in this learning experience.

This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program. Employee benefits packages are critical elements in the data-gathering phase in personal financial planning, including everything from gym memberships to education reimbursement and from transportation incentives to free meals. This can be confusing, but when correctly applied, these benefits can form the foundation of a client's personal financial plan. In this audiovisual CPE course, Tom Tillery explains group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.

There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service.

Stay ahead of the competition. In this course, you will learn market-driven approaches to do the following: Consider your organisation's growth strategies and decide a sustainable strategy. Apply a proactive approach to remain competitive. Promote the achievement of medium- and long-term business goals. Key topics: Growth matrix Market penetration Competitive advantage Put your learning into practice. Detailed exercises and case studies will enable you to: Apply important growth strategies and learning techniques for continued business improvement and Acquire a deeper understanding of the strategic importance of growth strategies and your finance business partnering role. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Building credibility is a fundamental requirement for success in any role. Credibility is intentional, not a random process that "just happens." You build credibility by delivering value to others and helping them solve their problems, not by being the smartest person in the room. Native intelligence and experience only get you so far. Without credibility, people stagnate in their careers. They become frustrated. They get passed over for promotions. This course will describe how to build credibility and develop the emotional intelligence you need for professional success and a greater impact on your organization or business.

Building and changing a culture requires a special type of leadership, one committed to clearly identify and reinforce specific behaviors and expectations. These leaders understand their role is to create the conditions for success by engaging individuals in productive and meaningful work. They are intentional about creating the culture they want for their organization or business.

Great leaders are great coaches and teachers. They see the development of talent as THE job, not just another duty. They focus on creating the conditions for success for their team and master the techniques of motivation, communication, and delegation. Winning? That's successful execution, the result of a well-coached team with clear assignments, clear expectations, and aligned activities . This course defines the fundamentals for effective teamwork and describes a process for on-going talent development.

Moving from an individual contributor to a first-time management role requires a major leap in your career. It's a completely different role. Your new job is to create the conditions for others to succeed, not to do the work yourself. As a manager, you must develop the skills of effective delegation and motivation and avoid the trap of micromanagement.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course course addresses requirements of IAS 8, Accounting Policies, Changes in Accounting Estimates and Errors, including the following: Components of accounting policies Selection of accounting policies Changes in accounting policies and related disclosure requirements Changes to accounting estimates and related disclosure requirements Correction of a prior-period error and related disclosure requirements This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course addresses requirements of IFRS 3, Business Combinations, including the following: Underlying concepts, scope, and scope exceptions of the standard The definition of a business The acquisition method The form and measurement of consideration Fair value Noncontrolling interests Goodwill This course includes interactive learning elements and illustrative exercises with solutions. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course addresses requirements of IFRS 10, Consolidated Financial Statements, including the following: Defining control Exemptions from the consolidation requirements Investment entity accounting Consolidation procedures Consolidated statement of financial position Consolidated statement of profit or loss and other comprehensive income Goodwill Also, this course addresses requirements of IAS 27, Separate Financial Statements, including the following: Recognition requirements, including classifying investments by type in the investor's separate financial statements. A type of investment may be a subsidiary, an associate, a joint arrangement or a financial asset. Measurement requirements Disclosure requirements This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This course addresses the requirements of IAS 33, Earnings per Share, including the following: How to calculate the various components of earnings per share The value of the EPS calculation when assessing financial performance of an entity Disclosures related to earnings per share This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course addresses IAS 19, Employee Benefits, including the following: Scope and scope exceptions of the standard (for example, IAS 19 provides guidance for employers' accounting for employee benefits; IAS 19 does not address an employee benefit plan's reporting requirements) Short-term benefits, such as salaries and wages Post-employment benefits, such as pension plans (both defined contribution and defined benefit) Termination benefits Disclosure requirements This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course addresses requirements of the following standards: IFRS 9, Financial Instruments IAS 32, Presentation of Financial Instruments IFRS 7, Financial Instruments: Disclosures Course topics include the following: Scope and scope exceptions of these standards Definition and types of financial instruments Classifying financial assets based on cash flow and business model tests Basic concepts surrounding recognition, measurement, presentation, and disclosure of financial instruments This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course addresses requirements of IAS 20, Accounting for Government Grants and Disclosure of Government Assistance, including the following: Definition and examples of government grants Conditions for obtaining government grants The scope of IAS 20 Recognition, measurement, and presentation requirements This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course addresses requirements of IAS 36, Impairment of Assets, including the following: The scope of IAS 36 and assets not covered under the standard Testing an asset for impairment Recognizing and measuring the amount of an impairment loss, if any, as well as determining when it's appropriate for an entity to reverse an impairment loss This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course addresses requirements of IAS 12, Income Taxes, including the following: Current tax calculations Deferred tax definition and examples Accounting for deferred tax assets and liabilities This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. The self-study course addresses requirements of IAS 38, Intangible Assets, including the following: Definition of intangible assets Assets excluded from the scope of IAS 38 Initial recognition and measurement of intangible assets Research and development costs, including capitalization requirements Subsequent measurement and other issues that arise after the initial recognition of the asset Disclosure requirements This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course addresses requirements of IAS 2, Inventories, including the following Definition of inventory, including assets excluded from the scope of the definition Measurement methods Write-downs to net realizable value Cost formulas used to assign inventory value This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. The self-study course will familiarize you with the initial classification, recognition, and measurement of investment property under IAS 40, Investment Property. This course also covers: Measurement Disclosure Other issues subsequent to initial recognition This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.