CPE Catalog | Business Learning Institute

The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships

CPE 1.0

Instructor(s)

Amy Vetter, CPA, CITP,CGMA

Location

Online Webcast Replay

Computer Software & Applications, Business Management & Organization

Quarterly Financial Leaders Series: Are You Running Your Business … Or Is It Running You? Delegate and Elevate

Business Management & Organization

Quarterly Financial Leaders Series: Are You Running Your Business … Or Is It Running You? Delegate and Elevate

Business Management & Organization

Quarterly Financial Leaders Series: Are You Running Your Business … Or Is It Running You? Delegate and Elevate

Business Management & Organization

MBAexpress: Better Budgeting and Forecasting

CPE 1.0

Instructor(s)

Peter Margaritis, CPA, CGMA, CSP

Location

Online Webcast Replay

Business Management & Organization

Ethics: Industry Cases

Online Webcast Replay

Ethics: Regulatory

Online Webcast Replay

Ethics: Tax Cases

Online Webcast Replay

The Strategic Finance Department – 15 New Roles

Online Webcast Replay

Ethics – Accounting Firm Cases

Online Webcast Replay

Financial Storytelling: The Key in Growing Your Organization to the Next Level

CPE 2.0

Instructor(s)

Peter Margaritis, CPA, CGMA, CSP

Location

Online Webcast Replay

Communications and Marketing

Massachusetts Society of CPA’s – Value of Collaboration – The Art of Relationship Management – MSCPA Leadership Series

Instructor(s)

Peter Margaritis, CPA, CGMA, CSP

Location

Online In-Person + Simulcast

Format

In-Person + Simulcast

Chuck Gallagher: The Human Side of Ethics

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The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships

CohnReznick – Ethics: It’s Not Just What You Do, But How You Do It!

MBAexpress: Good Governance – V 2.0

MBAexpress: Effective Change Management- V 2.0

Ethics: Caesar’s Wife: Tipping the Delicate Balance of Leadership & Ethics

Faster Disaster Recovery – Get Ready for the Next Crisis

MBAexpress: Balanced Scorecard – V 2.0

Get the Right Work Done (In Less Time): The Future of Time Management

Don Farmer’s 2020 Individual Income Tax Workshop

MBAexpress: Excellent Customer Service

Going Darwin – Why Self-Evolution is the Key to Future Success

Surviving, Thriving, and Pivoting: Before, During, And After COVID19

Don Farmer’s 2020 Corporate Income Tax Workshop

Ellin & Tucker – 20ATI – Simulcast – Advanced Tax Institute – All Days

MBAexpress: Latest in Leadership- V 2.0

How to Build a Base of Personal Credibility and Trust

MBAexpress: Leading Up – Partner with your Boss – V 2.0

Conflict and Communication: You vs Me vs Them

Quarterly Financial Leaders Series: Are You Running Your Business … Or Is It Running You? Delegate and Elevate

Quarterly Financial Leaders Series: Are You Running Your Business … Or Is It Running You? Delegate and Elevate

Quarterly Financial Leaders Series: Are You Running Your Business … Or Is It Running You? Delegate and Elevate

MBAexpress: Better Budgeting and Forecasting

Ethics: Industry Cases

Ethics: Regulatory

Ethics: Tax Cases

The Strategic Finance Department – 15 New Roles

Ethics – Accounting Firm Cases

Financial Storytelling: The Key in Growing Your Organization to the Next Level

Massachusetts Society of CPA’s – Value of Collaboration – The Art of Relationship Management – MSCPA Leadership Series

Chuck Gallagher: The Human Side of Ethics

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