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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Tali Ploetz is an industry recognized expert in Governance, Risk, Internal Audit, Fraud and Compliance. Her personal mission is to provide practical training and advice designed to strengthen team member skillsets and improve corporate internal control environments to ultimately prevent issues / internal control breakdowns by delivering coursework covering:
GoldSRD clients will benefit from her executive perspective, which provides a strong foundation geared specifically toward moving risk, compliance and internal audit team members to the next level.
Ms. Ploetz has more than 27 years of financial services industry experience. Most notably:
Ms. Ploetz maintains multiple certifications: Certified Public Accountant, Certified Internal Auditor, Certified Fraud Examiner, and Certified Regulatory Compliance Manager and Certified Treasury Professional. She’s a graduate from University of Texas at Arlingtonwith dual degrees in Accounting and Marketing.
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