As spreadsheets evolve, so must your creating, editing, and auditing practices. Gain an in-depth understanding of the best ways to work with Excel spreadsheets by learning best practices in creating and editing Excel workbooks, securing Excel...
This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.Leading Others - Coaching &...
Unlock the potential of Excel for advanced data analytics in this four-hour course, "Introduction to Excel Data Analytics Accelerated by ChatGPT." This training program dives into Excel data tools and features like Power Query, Power Pivot, and...
Excel is the accountant’s tool for analyzing and reporting financial data. Unfortunately, many use time-consuming and error-prone processes to complete everyday tasks. Learn more efficient and effective ways to work with Excel. Instruction will...
The use of trusts will continue to change in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Receive insights...
MATERIALS:This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more...
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs working with middle-income clients...
