Business & Industry
This course is a complete overview of the job associated with acting as an executor. Covers: the first steps to take; claiming life insurance, Social Security and other benefits; making sense of a will; what to do if there is no will; taking inventory and locating assets; estimating the value of assets; determining how title is held; paying claims and debts; selling property; giving property to beneficiaries; determining whether or not probate is necessary; identifying the types of property that does not go through probate; taxes; probate court proceedings; handling trusts; caring for children and their property; working with lawyers and appraisers; and more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service. Course category: Administrative Practice.
Course Number: B131805
CPE Credit: 24 hours
Price: $139 (with Textbook)
Probate can drag on for years, and the costs -- including lawyer’s fees, appraisal fees, court fees -- can easily eat up thousands of dollars. Luckily, there are simple and effective strategies to avoid probate. You’ll learn how to: set up payable-on-death bank accounts; name a beneficiary for retirement accounts; register assets in transfer-on-death forms; hold property in joint ownership; take advantage of special procedures for small estates; create a living trust; give away property now; and more. Includes state-by-state charts to show which techniques will work in your state. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service. Course category: Administrative Practice.
Course Number: B130309
CPE Credit: 10 hours
Price: $69 (with Textbook)
Addresses all aspects of the budgeting conundrum: how to create a budget, whether there are variations on the concept that may work better, and how to operate without any budget at all. The course covers all parts of a traditional corporate budget, including such areas as the production budget, inventory budget, and master budget. Flexible budgeting and zero-base budgeting are also covered. The course also discusses a variety of budget-related systems, such as procedures, reporting, and controls. An appendix contains a sample budget, showing subsidiary budget schedules rolling up into a master budget. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service. Course category: Finance.
Course Number: B119102
CPE Credit: 16 hours
Price: $109 (with Textbook)
This course will help you understand the key responsibilities of the CFO position. It discusses the role of the CFO in strategic planning, the control environment, the acquisition process, including due diligence and valuation, and much more. You’ll also learn all about budgeting, cash management, fund raising, going public, funding, information technology and more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service. Course category: Advisory Services.
Course Number: B127301
CPE Credit: 20 hours
Price: $139 (with Textbook)
Covers every aspect of being a controller, including the management of accounts payable, cash, collections, inventory, payroll, and more. It also shows you how to close the books, which reports to issue to the management team, how to create a budget, and how to select and install an accounting computer system. Provides comprehensive coverage not only of what to do, but critical timing and sequence considerations for when to do it, how each element should be done, to whom to delegate required tasks and functions, how to manage the many functions, and why each is needed for the full range of controller responsibilities. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service. Course category: Advisory Services.
Course Number: B113601
CPE Credit: 20 hours
Price: $139 (with Textbook)
Cash is essential to the daily functions of a business, and yet it is rarely managed to ensure that sufficient cash is on hand, or that excess cash is properly invested. Instead, cash is considered just another item to be handled by the accounting department, which can result in periodic cash shortages or excess cash being invested incorrectly, if at all. This course reveals how to create a system from which to compile a detailed cash forecast, discusses the processes related to cash inflows and outflows, describes how to mitigate risks associated with cash, and many other topics related to cash management. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service. Course category: Finance.
Course Number: B125801
CPE Credit: 15 hours
Price: $109 (with Textbook)
The Cost Management Guidebook describes a number of tools that can be used to examine the cost structure of a business, including analyses for cost objects, constraints, and processes. The book also addresses how to reduce costs in all of the major areas of a corporation, including compensation, sales, production, procurement, and administration. There are extensive discussions of asset reduction techniques, as well as cost management reports and measurements. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service. Course category: Finance.
Course Number: B134501
CPE Credit: 19 hours
Price: $119 (with Textbook)
This course provides the tools for determining which costs a company should cut, without impacting its ability to deliver goods and services. It explains how to use throughput analysis in order to locate bottleneck operations in a company, which in turn dictates where capital investments should (and should not) be made. Being proactive and implementing practical cost control measures now will lessen your company's likelihood of having to take drastic actions later. Contains specific cost reduction opportunities in sales/marketing, product design, production, payroll, and benefits; methods for improving the procurement process to reduce operational costs; a broad array of techniques for reducing a company's investment in inventory; the best forms of analysis to follow when deciding whether to invest in a fixed asset; and why all cost reduction decisions should be based on how they impact the productivity of throughput analysis. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service. Course category: Finance.
Course Number: B1144012
CPE Credit: 20 hours
Price: $149 (with Textbook)
This course shows how to achieve a balance between more sales and a reasonable amount of bad debt by focusing on the design and management of the credit and collection functions. The discussion ranges from the structure of specific jobs to the full range of collection and litigation tactics that can be used to collect money from customers. Topics include credit policies, customer billings, risk reduction, customer credit ratings, collection tactics, skip tracing, collection agencies, litigation, bankruptcy, allowance for doubtful accounts, and more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service. Course category: Finance.
Course Number: B132201
CPE Credit: 14 hours
Price: $99 (with Textbook)
Financial Analysis describes how to extract meaningful information from the financial statements of a business. The course also delves into a number of analyses that can be used to improve business decisions, such as price optimization, constraint management, and credit granting. Another area addressed is financing, where the course covers financial leverage, capital structure, foreign exchange risk, and more. Other topics include financial forecasting, discounted cash flow analysis, and the valuation of acquisitions. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service. Course category: Finance.
Course Number: B136801
CPE Credit: 20 hours
Price: $119 (with Textbook)
Reveals how to communicate with investors, manage earnings calls, issue guidance, develop an investor relations website, plan for an annual meeting, conduct a road show, and more. The course also discusses the various strategies used by investors, demonstrates how short sellers operate, explains how an initial public offering is conducted, discusses the contents of the various SEC filings, describes the different types of investor relations services that are available to companies, and much more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service. Course category: Advisory Services.
Course Number: B126601
CPE Credit: 15 hours
Price: $109 (with Textbook)
Covers every aspect of an acquisition, and does so from the perspectives of both the buyer and the seller. The book addresses acquisition strategy, regulatory approvals, exit planning, hostile takeover tactics, valuation, due diligence, legal structures, and more. Pay particular attention to the acquisition integration chapter, which many buyers do not consider. There is also a chapter on reverse mergers, which involves the purchase of a public shell company in order to go public. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service. Course category: Finance.
Course Number: B117701
CPE Credit: 20 hours
Price: $139 (with Textbook)
This course makes the payroll department's job easier by clearly defining the most efficient and effective means for running the department, while also addressing the following topics: whether an individual is an employee, how to track employee time worked, how to calculate all types of employee earnings, how to process tax withholdings and other deductions, how and when to remit taxes to the government, how to select the best method for paying employees, how to complete and submit government forms, how to set up a payroll recordkeeping system, which procedures and controls to install for payroll processes, and how to measure the performance of the department. An appendix contains the due dates for key filings and remittances to the federal government. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service. Course category: Advisory Services.
Course Number: B119502
CPE Credit: 15 hours
Price: $84 (with Textbook)
This course provides a complete understanding of living trusts and how they can be used by people of all estate sizes to transfer their property after their death without any attorneys or court involvement. In addition to gaining a thorough understanding of living trusts, this course will provide all the tools necessary to create your own living trust. You’ll learn: the types of trusts and how to determine which is right for you; choosing what property to put in your trust; selecting trustees and beneficiaries; special considerations when property is left to minor children or young adults; and more. The text was written by an attorney specializing in estate planning and includes easy-to-follow step-by-step instructions, helpful worksheets, and an online link to most of the forms discussed in the course. Also contains a complete set of reproducible ready-to-use forms. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.Course category: Administrative Practice.
Course Number: B131011
CPE Credit: 18 hours
Price: $119 (with Textbook)




