You spent your life building retirement savings. Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation. Come hear a...
Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of...
Team development and performance are critical to leadership success. In this session, participants will examine team formation, learn about the balance between team performance and...
The 2019 SECURE Act changed the rules regarding distributions to beneficiaries from retirement plans in a negative way. Trusts are often named as beneficiaries for IRAs and other...
ESG, environmental, social, and governance, is a buzzword that is not only gaining traction but will be mandatory for a company's continued success. So what is ESG? What does it...
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New...
Organizations that use primitive costing methods make predictable mistakes. They allocate too much cost to easy, high-volume "gravy" products and too little cost to difficult, low...
When you're working with clients, it's not always smooth sailing (though we wish it was). Often we need to have difficult conversations. Whether it's to overcome objections...
People skills are the most significant skills that Professionals need to develop and yet are often the last skills perfected. This course will help participants understand...
Whether you are in public practice, a consultant, or in industry – no one wants to lose their clients or their job. But why do so many CPAs treat their clients badly? Result - the...
If sales increase, so should profits. Yet, the opposite result often leaves executives scratching their heads. When organizations work with inferior cost information, they make...
In today's dynamic business environment, preserving a unified and engaged team culture is more challenging than ever. As the rhythm of work accelerates and organizational...