CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.
5 CPE credit of Information Technology for all CPAs
5 CPE credit of Technology and Analytics for CMAs
5 CPD credit (Verifiable) for Canadian CPAs
5 CPE credit for Certified Fraud Examiners (CFEs)
5 CPD credit (Verifiable) of Data Analysis & Reporting Techniques for all CITP(AICPA)
5 CPD credit (Verifiable) for CPA/CFF
5 General Educational credit for Tax Professionals / Bookkeepers / Accountants
ppp loans- forgiven, but not forgotten
retirement plan beneficiary disasters and how to avoid & fix them
practical guide for understanding critical concepts of trusts and estates
the secure act is now law: are you fully prepared? the ten-year rule – everyone needs to reconsider everything! a new presentation filled with fresh ideas
the efficacy and application of 30 common trusts
basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)
introduction to financial & estate planning for iras
how to accurately prepare the 709 gift tax return
passive activity loss limitations: working with the complex pal rules & real estate tax issues.
pooled income funds: the best kept secret in planning from the shallow end to the deep end
not your grandma’s crt: using charitable planning tools to solve business problems
estate tax planning for a lower estate tax exemption
qualified business income deduction - everything you need to know
ethics: 7 questions you must ask of every job candidate
Traditionally, Business Intelligence was a tool used to develop a detailed picture of the business and its current financial state. However, now the businesses are capturing more data than ever before due to rise of digital technology, social media, and growing popularity of internet devices. This has led businesses to think if they can use this data asset to make more informed and better business decisions. Hence, the new use of business intelligence is to explore new perspective for making better business decisions. Its possibility is driving the attraction in the subject such that it has become the hottest trends in the business and professional circles today.
The applicability of Business Intelligence in the organization of all sizes and in all the professions make it a unique subject that can benefit large number of people and businesses. It can help businesses with insights to gain competitive advantage and allow to leverage knowledge and skills. This webinar attempts to bring you up to speed on the concepts, nomenclature, applications, uses, pros and cons, and tools associated with business intelligence.
Key Topics included in the webinar:
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Partner, Morning Investments
Michael McDonald is Managing Principal of Morning Investments. He specializes in training and consulting solutions for big data, predictive analytics, equities and fixed income investments, municipal securities, alternative investments including hedge funds and private equity funds, derivatives, and corporate finance. Michael has created and delivered courses on financial regulation, value as risk, alternative investments, data analytics, capital markets, derivatives, municipal bonds, and securitized products.
In addition to his consulting work, Michael is an assistant professor of finance at Fairfield University in Connecticut. He holds a PhD in finance from the University of Tennessee and his work has been quoted in the Wall Street Journal, CNN, Nasdaq.com, Bloomberg, Reuters, and many other outlets. Michael has advised numerous companies and organizations as a business intelligence and financial expert including Fortune 500 companies and government regulators.
Michael previously worked as a municipal bond trader for Wachovia Securities. His role there included analyzing various bond issues and forecasting returns based on proprietary models. He also worked for a hedge fund in Greenwich doing quantitative data mining and analysis. Previously, Michael was also a partner in a residential construction company with operations in the Charlotte, NC and Greenville, SC areas.
In addition to his PhD in finance degree, Michael also holds a B.S. in Industrial Engineering and a Master’s Degree in Economics both from Clemson University.
We are a boutique financial consultancy firm specializing in valuation work, quantitative investment consulting, and analytical research.
Our core sectors of expertise are business valuation, forensic economics, financial services markets, quantitative investment strategies and testing, expert witness work, and corporate financial project evaluation. Our services cover all areas of financial consulting including expert witness work, employee training and facilitation, corporate advisory work, and outsourced chief investment officer (OCIO) work.
Haley Fell, CPA
Dec 17th 2020
Learned a lot of useful information