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Join me Friday on the annual YCharts year-end webinar

The Reformed Broker

Each Christmas season I do a webinar with my friends at YCharts where we take a look back at the most important charts of the year and discuss which of these trends will remain important going forward. The post Join me Friday on the annual YCharts year-end webinar appeared first on The Reformed Broker.

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Announcing More Webinars And IAR CE In 2024 And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!),

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Quarterly Market Update Webinar – April 2025

Tobias Financial

Join us on Tuesday, April 15th at 12:30 PM Eastern for our Quarterly Market Update Webinar. Cost: Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar. When: Tuesday, April 15th at 12:30 PM Eastern Registration: Click here to register. We look forward to your attendance.

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Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?

Nerd's Eye View

Many firms also offer regular meetings, webinars, client portals, and other services to enhance the client experience. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve.

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Webinar: Commodity Investing in the Era of Inflation

Wealth Management

Wednesday, January 25, 2023 | 2:00 PM ET

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NAIFA Webinar: Social Media and Financial Professionals

NAIFA Advisor Today

NAIFA members are invited to a free webinar, "Social Media Solutions for NAIFA Members: Campaigns, Stories, Tools," today, January 14, at 12 noon eastern.

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The Ultimate Finance Toolkit: Proven Strategies For Impact And Efficiency

Speaker: Duke Heninger

Whether you’re new to fractional work or refining your approach, this webinar will equip you with a repeatable system for success. The expansion of fractional services presents new opportunities for finance professionals, but many face challenges in navigating this transition, finding it daunting.

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Pricing for Profit: How to Set, Negotiate, and Succeed

Speaker: Igli Laci, Strategic Finance Leader

Don't miss this brand new webinar! Market Research and Analysis 🌐 Focus on thorough product and customer segmentation to tailor pricing strategies that meet the specific needs of each segment. Continuously assess market trends, customer behavior, and competitor strategies to make informed pricing decisions that drive business success.

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How to Navigate Revenue and Expense Management: Competitive Insights for Financial Success

Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global

This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability.

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The Financial Leaders Playbook: How To Deliver Insight, Oversight, And Foresight

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

Save your seat today! 📅 November 19, 2024 at 11:00 am PT, 2:00 pm ET, 7:00 pm GMT

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. Are you ready to elevate your accounting processes for 2025? Learn actionable strategies to enhance efficiency, reduce errors, and leverage technology for smarter workflows.

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Fall In Love With the Month-End Close

Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. It's the time of year to give our close process some TLC.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets.

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The Future Of Finance: How To Manage Spend The Right Way

Speaker: Aaron Berson

Whether it's redefining processes or maximizing the potential of data insights, this webinar will provide you with practical strategies to help you transform spend management into a growth enabler. Key Objectives: 🔍 IDENTIFY hidden inefficiencies that drain your resources. 👷 BUILD scalable workflows to support long-term goals.