Practice Management
Your professional development network for financial and business training

Practice Management

Practice management and development techniques to build a successful public practice, effectively manage day-to-day operations, and protect the business from professional liability issues. Also of interest to small and medium-sized entrepreneurs.


Learning Products

Building a Successful Business Case — On Demand
Learn how to create a business case to facilitate approval and implementation of your idea. Discover the key elements of a business case including: clarity on purpose, strong financials, clear communication, and successful implementation. After completing this webcast, participants will be equipped with practical checklists and tips to ensure successful business case completion.
Quick Annual Reporting: Speeding Up Your Process — On Demand
Gain the insight on how to obtain audit clearance within 15 working days or less by tackling your year-end bottlenecks. Learn to get organised, and control the last mile so you can minimize year-end stress and resource requirement, as well as speeding up your annual reporting process.
Rolling Forecasts, Part 2: Implementation — On Demand
A rolling forecast allows financial professionals to play a leading role in strategic discussions by providing management with a range of possibilities that are dependent on market conditions, operational decisions, the actions of competitors, and potential risk events. Using case studies, this webcast will guide you through the development and proper implementation of a rolling forecast.
Tax Consequences of Immediate Business Succession — 2014
Business succession simply refers to passing the ownership of a business from one set of hands to another. This course deals with the short-term, that is, the immediate or near-immediate sale of the business (assets) or the business interest (shares in a corporation) where the disposal occurs in a single transaction or a group of transactions.
Tax Planning for Business Succession — 2015
Business succession refers to passing the ownership of a business from a single owner or group of owners to another single owner or group of owners. Whatever factors are in play, succession can be a short-term solution, often as a reaction to a business or personal situation, or the result of long-term business and tax planning. This course deals specifically with long-term planning for business succession, and the structures that can be put into place in order to provide an effective transfer of the business interest.