Resort Conferences — Courses

Course content is designed to give participants a general overview of topic areas as opposed to in-depth technical information, providing material of interest to public, private, and governmental accountants and to CFP^® professionals. Interaction and discussion are encouraged in all courses.

Credit hours are based on AICPA/NASBA guidelines of 1 credit hour for every 50 minutes.

Click here to see at which sites the following courses are offered

Indicates course is CFP Board Accepted.

(please click on course titles to see descriptions and other pertinent information)
2-Day Federal & California Tax Update, Day 1 (8 Taxes)
2-Day Federal & California Tax Update, Day 2 (8 Taxes)
Building High-Performance Work Teams (6 Personnel/HR)
Business and Corporate Tax Update (6 )
Business Tax Update (6 Taxes)
Course to Be Announced (6 )
CPA Leadership Forum—Tales from the Trenches (6 Business Management & Organization)
Critical Insurance Issues Affecting You & Your Clients (6 Management Advisory Services)
Critical Issues for Today's Industry Accountant (6 Accounting)
Crucial Tax Issues in Tough Times (6 Taxes)
Crunching the Numbers: A Breakthrough Approach to Financial Analysis (6 Finance)
Danny's New & Improved Technology Road Show (6 Specialized Knowledge & Applications)
Emotional Intelligence for the Financial Supervisor (6 Business Management & Organization)
Estate Planning Strategies & Pitfalls (6 Taxes)
Everybody's Federal Tax Update (6 Taxes)
Everybody's Real Estate Course: Investment & Tax Strategies (6 Taxes)
Financial Problem Solving Using Microsoft Excel (6 Computer Science)
Financial Warfare (6 Accounting)
GASB Accounting Update A to Z (6 Accounting (Governmental))
Hot Topics in Estate Planning (6 Taxes)
How to Combat Bureaucracy & Turf Wars (6 Business Management & Organization)
How Your Personal Communication Style May Be Holding You Back (6 Communications)
IFRS—Closing the GAAP (6 Accounting)
Individual Tax Update (6 )
Insider's Guide to Small Business Retirement Plans & Fringe Benefits (6 Taxes)
Kiima's Famous SEC Update (6 Accounting)
Lean Accounting in a Lean Economy (6 Business Management & Organization)
Optimizing Tax Planning Strategies for Employees (6 Taxes)
Personal Financial Planning in Today's Volatile Environment (6 )
Real-Time Reporting Using the 3 Rs (6 Accounting)
Scam- & Bullet-Proof Asset Protection Strategies (6 Taxes)
Selecting the Right Investments for the Right Situations (6 Management Advisory Services)
Sound Financial Planning in the Divorce Process (6 Taxes)
Successful Recruiting & Retention Strategies in the Upside-Down Employee World of 2009 (6 Personnel/HR)
Tax Planning Based on Form 1040 (6 Taxes)
Tax Planning for Family Wealth Transfers (6 Taxes)
Tax Planning for Investors (6 )
Tax, Financial, & Estate Planning for Family Business & Investment Entities (6 Taxes)
The Complete Government Auditing Update (6 Auditing (Governmental))
The Ins & Outs of LLCs & S Corporations (6 Taxes)
Tips, Tricks, & Traps in the Budgeting Process (6 Finance)
What Every CPA Needs to Know about SSAE (6 Accounting)
World's Liveliest Accounting Update (6 Accounting)