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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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July 8, 2024 2:00PM EDT
CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM
Tyler S. Clark (DREAM FIRMS)
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1.0
FREE
July 31, 2024 4:00PM EDT
BRAND NEW COURSE!
CLEAN ENERGY CREDIT TACTICS: TRANSACTIONS, TAX IMPLICATIONS, AND MORE
Lynn Mucenski-Keck (WITHUMSMITH+BROWN, PC)
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1.0
$30.00
July 17, 2024 9:00AM EDT
CHARITABLE GIVING AND DONOR-ADVISED FUNDS
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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1.0
FREE
July 8, 2024 4:00PM EDT
CHANGING YOUR RESIDENCY
Joseph N. Endres (HODGSON RUSS LLP)
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1.5
FREE
July 1, 2024 11:00AM EDT
CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
July 17, 2024 12:00PM EDT
BUSINESS INCORPORATION STRATEGIES
Nellie Akalp (CORPNET.COM)
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1.5
FREE
July 9, 2024 5:00PM EDT
BUBBLES AND BUSTS: LESSONS FROM HISTORY AND HOW TO PROTECT YOUR PORTFOLIO
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
July 25, 2024 11:00AM EDT
BE MORE PRESENT TO BE PRODUCTIVE: INTENTIONAL TIME MANAGEMENT
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
July 11, 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
August 1, 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
July 22, 2024 4:00PM EDT
BECOMING A CHERISHED ADVISOR®: THE TECHNOLOGY, THE PROCESS & PRACTICE MANAGEMENT
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
July 3, 2024 11:00AM EDT
BRAND NEW COURSE!
AVOID GHOSTING & SECURE REVENUE: THE PROPOSAL TO CASH FORMULA
Omry Man (ANCHOR)
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1.0
FREE
July 5, 2024 11:00AM EDT
ASSESSING AUDIT EVIDENCE
Jonnie Keith, CIA, CFE, CGAP (JONSHERR ENTERPRISES)
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1.0
FREE
July 17, 2024 4:30PM EDT
AN ADVANCED LOOK INTO ANNUITIES IN 2024
Carlos Dias Jr. (DIAS WEALTH)
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1.5
FREE
July 9, 2024 12:00PM EDT
BRAND NEW COURSE!
ACCOUNTING BEST PRACTICES: MITIGATING THE RISK OF CYBERATTACKS & PAYMENT FRAUD
Mark Brousseau (BROUSSEAU & ASSOCIATES)
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1.0
FREE
July 11, 2024 11:00AM EDT
ACCELERATING FINANCIAL INVESTIGATIONS: KEY CAPABILITIES & STRATEGIC TECHNOLOGY
Tod McDonald, CPA (VALID8 FINANCIAL, INC.)
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1.0
FREE
July 3, 2024 4:00PM EDT
5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
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1.0
FREE
July 15, 2024 4:00PM EDT
5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
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1.0
FREE
July 31, 2024 11:00AM EDT
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
July 17, 2024 11:00AM EDT
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
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1.0
FREE

Member Resources

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150 IRS Response Letter Templates
ASTPS
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$80.00
Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
DM Disruption Podcast
The Designated Motivator
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Building the Premier Accounting Firm
Universal Accounting Center
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Divvy Offers the Credit & Software Your Business Needs to Thrive
BILL Spend & Expense
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