Upcoming events

Webcast! Growing Your Business: Through Trusted Relationships: "The 4 Components of Trust" (Session 2) - 11/23/2009 - Internet: Trust is part art and part science. This session explores what components equate to our client's perception of us as trustworthy. It the second of a five-webcast series designed to help service professionals in relationship-oriented selling...
Strategies for Buying, Selling, and Gifting a Closely Held Business - 11/24/2009 - Bowie: This event has been pre-approved for CE credit by the CFP Board. There are many specific estate planning issues that deal with business ownership, valuation and succession matters. As the financial advisor, you need to know the estate planning...
Advanced Income Tax Accounting - Including Practical Application Exercises - 11/24/2009 - Columbia: Accountants both in business and industry and public practice should be fully up to speed about all issues revolving accounting for income taxes. The growing complexity and the difficulty in applying the concepts of this area require an in-depth...
Webcast! Getting Things Done - Engaging People to Execute Effectively - 11/24/2009 - Internet: Leaders are responsible for ensuring people execute organizational strategy and achieve goals. However, telling people what to do is impracticable -- people won't necessarily do what they're told to do and no leader has the time to figure out and...
Webcast! Auditing Bits in Bytes™: Session 3 Internal Control Considerations - 11/25/2009 - Internet: Auditing Bits in Bytes™ is a series of eight individual sessions that guides professionals through the complete audit process from "A to Z" - starting with Pre-Engagement Planning Activities, and going all the way through Wrap-up and Quality...
Outlook 2007 New Features Update for CPAs: Client Contact, Scheduling and Communication Management - 11/30/2009 - Columbia: Outlook has become the standard for CPAs to maintain client contact electronically and to send and receive business documents. Outlook 2007 includes many new features and enhancements. In an all-day hands-on computer lab, this course emphasizes...
Excel 2007: New Charting Features, Graphs and Diagrams - 11/30/2009 - Columbia: Excel 2007 includes many new graph templates, diagram types and accessible tools to create a professional presentation of data in a visual format. In this full-day hands-on course, you will learn the Excel features to present data using enhanced...
Webcast! Growing Your Business Through Trusted Relationships: "Creating Client Value" (Session 3) - 11/30/2009 - Internet: Traditional selling models tend to focus on the transaction and highlight expertise, and fail to emphasize how service professionals can differentiate themselves by having client-focused conversations. This course will introduce the "value driver...
Excel 2007: Advanced Part 1: Advanced Functions, Pivot Tables and Tips - 12/1/2009 - Columbia: Excel 2007 contains many valuable advanced functions and features that will enhance your worksheets, your calculations and save you time. This fast-paced hands-on course covers advanced level topics including: range naming, decision-making IF and...
PFP: Current Issues Regarding Saving for College with Section 529 Plans - 12/1/2009 - Towson: Led by the Executive Director of the College Savings Plans of Maryland, this presentation will cover the details of both Maryland 529 college savings plans. Since the presenter is also currently Vice Chair of the College Savings Plans Network...

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