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More Catalog Selections

Course

Colorado Board of Accountancy Statutes, Rules and Regulations

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Presented by: Rosemary E. Weiss

 

This 2-hour program includes and overview of the Colorado State Board of Accountancy statutes, rules and regulations, as well as recent legislative changes affecting the accounting profession. It also fulfills the CR&R requirement that newly licensed certificate holders must meet within six months of licensure.

Course

Effective Recruitment and Interviewing

Learn a variety of recruitment strategies to find the best employees and how to plan, conduct, and evaluate the candidate.

CPE credit: 1 @@@MoreBegin@@@

Field of Study: Personnel/HR

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Employee Retention and Engagement

Learn how everyone can help build workplace community that keeps employees engaged

CPE credit: 1 @@@MoreBegin@@@

Field of Study: Personnel/HR

Course

Ethics and the AICPA's Principles, Rules and Responsibilities

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Presented by: Rosemary E. Weiss
Course

Financial Planning Series 1 – Wealth Management Essentials

Course

Financial Planning Series 2 – How to Calculate Your Retirement Number

Course

Financial Planning Series 3 – Building the Portfolio Around Your goals and Risk Tolerance

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Financial Planning Series 5 – The Essentials of Selecting Investments and Effective Monitoring and Rebalancing

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Making Ethics Count: CPAs & Ethics

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Presented by: Dan Chenoweth MBA, CPA

Seminar Objectives:


- Understanding importance of business ethics

- Balancing conflicting needs of stakeholders

- Introducing eight steps to create an ethical organization

- Understanding financial manager’s responsibility

Course

Planning and Preparing Form 3115

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Presented by: Mark J. Soukup


2-hour discussion of the nuts and bolts of preparing the Form 3115 that is needed to be filed for 2014 Business Income Tax Returns to remain compliant. Actual preparation of a Form 3115 and identify practice and procedures for filing a number of Form 3115S. A key feature will be answering attendees questions regarding the need for and preparation of Form 3115.

Course

Financial Planning Series 4 – Income Tax Planning Around Your Goals, Portfolio, and Specific Tax Situation