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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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May 21, 2024 11:00AM EDT
BRAND NEW COURSE!
E-COMMERCE FOR CFOs AND CPAs: 6 THINGS ABOUT SHOPIFY THAT CAN HURT YOU
Dawn Brolin, CPA, CFE (THE DESIGNATED MOTIVATOR)
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1.0
FREE
May 21, 2024 12:00PM EDT
INTRODUCTION TO INTUIT LACERTE: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
May 21, 2024 1:00PM EDT
FINDING YOUR FLOW IN CONSTANT CHAOS
Will Hill (WILL HILL CONSULTS)
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1.0
FREE
May 21, 2024 1:00PM EDT
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
May 21, 2024 3:00PM EDT
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
May 21, 2024 5:00PM EDT
RETIRE RIGHT SERIES: NINE MISTAKES TO AVOID IN RETIREMENT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
May 22, 2024 10:00AM EDT
EQ: WHERE THE RUBBER MEETS THE ROAD!
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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1.0
FREE
May 22, 2024 11:00AM EDT
5 CREDIT CARD PROCESSOR TACTICS THAT WASTE YOUR MONEY
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
May 22, 2024 12:00PM EDT
ETHICS: THIS IS HOW TO LEAD BY EXAMPLE
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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2.0
$60.00
May 22, 2024 12:00PM EDT
REVOLUTIONIZING AP AUTOMATION: MAKERSHUB vs. BILL.COM
Ted McRae (MAKERSHUB)
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1.0
FREE
May 22, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
May 22, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
May 23, 2024 9:00AM EDT
BEING ETHICAL IN A CORRUPT ENVIRONMENT
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
May 23, 2024 12:00PM EDT
ETHICS: UNETHICAL FINANCIAL BEHAVIOR AND FUNDAMENTALS OF INTERNAL INVESTIGATION
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00
May 23, 2024 1:00PM EDT
TAKE ACTION AGAINST FRAUD: 5 THINGS YOU CAN DO TODAY
Laura Redmond (REDMOND ACCOUNTING INC.)
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1.0
FREE
May 23, 2024 2:00PM EDT
CONNECT ULTRATAX CS AND SMARTVAULT: CREATE CONSISTENCY AND SAVE TIME
Daniel Fritz (SMARTVAULT)
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1.0
FREE
May 28, 2024 12:00PM EDT
ETHICS FOR ENROLLED AGENTS AND CPAs: BEST PRACTICES AND CLIENT BOUNDARIES
Angelene Wierzbic, EA, CTRS (ASTPS)
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2.0
$60.00
May 28, 2024 5:00PM EDT
TAX UPDATES: TRUST MODIFICATION, BUY-SELL AGREEMENTS, FINANCING
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
May 29, 2024 11:00AM EDT
DON'T BE OVERCHARGED! LEVERAGE YOUR MERCHANT ACCOUNT DATA
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
May 29, 2024 12:00PM EDT
REVOLUTIONIZING AP AUTOMATION: MAKERSHUB vs. BILL.COM
Ted McRae (MAKERSHUB)
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1.0
FREE

Series

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Excel
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International Focus
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IRS Classes
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Leadership
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Marketing, Sales, and Business Development
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Publications

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Datasheet: Vendor Management Services
Quantivate
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FREE
Ebook: Growing Your Firm Like a Pro
BILL
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FREE
Ebook: How to Build a Million-Dollar Tax Representation Practice
Tax Rep Network
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$16.00
Ebook: 7 Simple Ways to Provide Value to Your Clients
Justworks
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FREE
Ebook: 4 Ways to Make the Most of QuickBooks Online with a CRM
Method
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FREE

Member Resources

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DWealth Muse
DWealth Education
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Powered Path Program: Your Tool for Reflection, Planning, & Prioritization!
RaderCo
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$179.10
150 IRS Response Letter Templates
ASTPS
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$80.00
The Financial Mindset Fix: Mental Health for Financial Wealth
Joyce Marter Enterprises, Inc
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$147.00
Divvy Offers the Credit & Software Your Business Needs to Thrive
BILL Spend & Expense
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