With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. These learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.
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With a generation of tech-savvy Millennials flooding the workforce, gamification has become a hot topic as a management tool.
This article shares tips for implementing nonfinancial rewards and perks at your workplace.
Traditional employee performance appraisals are being called outdated and arbitrary. This article describes how to turn them into useful conversations.
This article discusses how organizations can motivate and engage newer employees, and build the knowledge of established ones, through reverse mentoring.
This article discusses six key traits that business leaders need to embody to convert diversity into insights that drive financial performance:
This article discusses several reasons why diversity and inclusion make good business sense for CPA firms.