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Form 1099 Due Diligence
Jason Dinesen
LIVE : March 05 , 2026 01:00 PM EST
Banking and Financial Services > Accounting and Taxation

Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well-known presenter of continuing education courses. 

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Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts
Gary Cokins
LIVE : March 10 , 2026 01:00 PM EST
Banking and Financial Services > Accounting and Taxation
9. Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics. He i...
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BSA Important Issues: New Mandates, Requirements, and Recommendations
Kenneth Barden
LIVE : March 11 , 2026 01:30 PM EST
Banking and Financial Services > Banking and Financial Services Industry

Kenneth Barden is an attorney and a seasoned Compliance and Regulatory Specialist. He is a Certified Anti-Money Laundering Specialist (CAMS) an...

Showing 151-160 of 166 items.
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ACH Returns Processes – Changes Due to Same-Day ACH Environment
Donna K. Olheiser
Recorded Duration : 90 Minutes
Banking and Financial Services > Banking and Financial Services Industry

Donna K Olheiser, AAP, is the vice president of Education Services and founder of Dynamic Mastership, LLC. She is an enthusiastic and energetic...

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Purchasing Cards: Overcoming Risks and Creating an Effective Program
Craig Taggart
Recorded Duration : 75 Minutes
Banking and Financial Services > Banking and Financial Services Industry

Craig Taggart has years of experience in the fields of mergers and acquisitions and business financing. Mr. Taggart works strategically with hi...

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Sales and Use Tax - Best Practices
Scott Transue
Recorded Duration : 90 Minutes
Banking and Financial Services > Accounting and Taxation
Scott Transue is an enrolled agent based out of Albany, New York. He owns his own tax preparation and representation firm, and has personally completed over 500 individual tax...
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ACH Origination - The Originator and the ODFI - What Roles Do They Play in the ACH Network
Donna K. Olheiser
Recorded Duration : 90 Minutes
Banking and Financial Services > Banking and Financial Services Industry

Donna K Olheiser, AAP, is the vice president of Education Services and founder of Dynamic Mastership, LLC. She is an enthusiastic and energetic...

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Expense Reimbursement Fraud: Auditing and Examining Travel and Entertainment Expenses
Lynn Fountain
Recorded Duration : 90 Minutes
Banking and Financial Services > Banking and Financial Services Industry
Ms. Fountain has over 30 years of experience in the business profession, which includes public and industry accounting and over 20 years within internal and external auditing ...
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Financial Regulator Priorities - SEC, FINRA, and State Regulators
Lisa M. Marsden IACCP ®
Recorded Duration : 60 Minutes
Banking and Financial Services > Banking and Financial Services Industry
Lisa M. Marsden is the President and Founder of Coulter Strategic Services. Coulter Strategic Services provides financial advisors and consulting firms with Compliance and Pro...
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EBIT-EBITDA - Understanding Your Profit and Loss Statement!
Craig Taggart
Recorded Duration : 90 Minutes
Banking and Financial Services > Accounting and Taxation

Craig Taggart has years of experience in the fields of mergers and acquisitions and business financing. Mr. Taggart works strategically with hi...

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Writing an Effective Coverage Letter - Analyzing the Facts, the Law and the Insurance Policy
Marc Jorge Estrella
Recorded Duration : 60 Minutes
Banking and Financial Services > Insurance
Marc Jorge Estrella is an insurance professional with extensive, interdisciplinary experience in the property and casualty insurance industry. Besides writing and speaking on ...
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California Unfair Claims Settlement Practices
Marc Jorge Estrella
Recorded Duration : 60 Minutes
Banking and Financial Services > Insurance
Marc Jorge Estrella is an insurance professional with extensive, interdisciplinary experience in the property and casualty insurance industry. Besides writing and speaking on ...
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Same Day ACH - Prepare yourself for all three phases - 2017 and beyond
Donna K. Olheiser
Recorded Duration : 90 Minutes
Banking and Financial Services > Banking and Financial Services Industry

Donna K Olheiser, AAP, is the vice president of Education Services and founder of Dynamic Mastership, LLC. She is an enthusiastic and energetic...

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