Training
In order to ensure that our staff have the knowledge they need to be successful at their jobs, we provide an extensive training program at BPM University. When we have the expertise to give these courses internally, our staff has an opportunity to demonstrate their leadership and public speaking skills. When we don’t, we bring in the experts. Additionally, we send our employees to numerous outside courses. Some of the training courses given in the past year include:
TECHNICAL ISSUES
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Business Plans–Parts 1 & 2
ESOP
Planning for Stock Options -ISO
Non Profit Tax Issues
Basic Retirement Plan Information
Life Insurance Strategies
Tax Factors in Real Estate–Parts 1 & 2
Effective Research & MAP Writing
Financial Design ILIT
CRT–Tax Implications
Choice of Entity–Tax Issues
Tax Implications Financial Design
Accrual to Cash Workshop
Sales & Use Tax Update
Alternative Minimum Tax & NOL
SEC Update
Fundamentals for Business Valuations
Efficiency Standards
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A-133-OMB Circular
Accounting and Auditing Update
Fraud Issues and Answers
Compilation and Review Current Issues
Analytical Review
Goodwill and Impairment Issues
Annual Pension Updates
Annual Nonprofit Updates
Financial Statements
SEC Reporting
Quality Control
Internal Controls–Design and Documentation |
COMPUTER TRAINING
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Prosystems Engagement (epace)
Prosystems fx Tax
Quickbooks
Microsoft Outlook
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Graphics Bar Special Class
Excel–all levels
Power Point–all levels
Word–all levels
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GENERAL BUSINESS TRAINING
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How to Deal with the Media
Interviewing Techniques for New Hires
Networking Skills
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How to Develop Your Own Marketing Plan
Time Management
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