Checkpoint Learning - Thomson Reuters Tax & Accounting Software And .

Transcription

Checkpoint LearningPremier CPE PackageMore learning options at one low monthly price

2Premier CPE PackageTake advantage of a full range of self-directed learning formats, access to discounted seminarand conference events and CPE tracking and compliance monitoring in this comprehensivesubscription package.Checkpoint LearningPremier CPE PackageThe Checkpoint Learning Premier CPE Package provides a wide rangeof learning options at significant savings. This comprehensive packagewas designed specifically for tax, accounting and finance professionalswho are looking for the flexibility and convenience of both onlineand on-location learning options throughout the year that will makemeeting their mandatory CPE requirements easy.TOPICSOur courses, webinars andseminars cover the full rangeof updates and in-depth fieldsyou need to meet your CPErequirements and professionalgoals. Accounting and Auditing Consulting Services Ethics Management Personal DevelopmentPricing 329* per year, per user. Specialized Knowledge andApplications*Pricing applies to firms with under 50 seats; contact us for aprice quote if your firm has more than 50 users. Taxation Technology Yellow Book

3Premier CPE PackageCPE TrackingTrack CPE as you go with our automated online CPEtracking and compliance monitoring for every state boardof accountancy requirement and more than 20 professionaldesignations, including IRS EA and CTEC. Includes apersonalized learning dashboard, CPE certificate storageand monthly email notifications with your CPE status.Online and Downloadable CoursesGet immediate access to all of our over 630 online anddownloadable self-study courses. Our online courses featurea user interface with easy, intuitive navigation and othermedia-rich features. We also offer a complete library of stateand specialty ethics courses. Our print self-study courses aredownloadable CPE courses based on PPC Guides with CPEearned through the Online Grading Center.WebinarsWebinars make it possible to participate in training from anylocation, and Premier subscribers get unlimited access toall one to four-hour Checkpoint Learning webinars. Choosefrom 30 to 35 events each month, or over 150 unique titlesannually, taught by nationally recognized experts.Seminar and Conference DiscountsSave on instructor-led seminars and conferences, whichincludes a 40% discount on Gear Up seminars andconferences and a 25% discount on AuditWatch andTaxWatch public seminars.Virtual Conference DiscountsAttend any Checkpoint Learning virtual conference for only 199 — a 45% savings from the retail cost!

4Premier Plus CPE PackageApply YourPremier Discount toGear Up EventsYour subscription offers significant discountson our popular Gear Up and AuditWatchevents for up to 24 hours of training perannual subscription (in total).You’ll receive a40% discounton Gear UpGear Up ConferencesGear Up conferences are held in Las Vegas and Orlando,so you can combine a week of CPE with a recreationalgetaway.ROYAL FLUSH IN LAS VEGASLate November / Early December 48 CPE CREDITSLAS VEGAS, NV LAS VEGAS MIRAGE HOTELMAGIC WEEK IN ORLANDOLate November / Early December 48 CPE CREDITSORLANDO, FL DISNEY’S YACHT CLUB RESORTSeminars and Conferences(Applies to Thomson Reuters-sponsored* events.)Available across the nation, Gear Up seminarsprovide insightful application of tax andaccounting information led by practitionerswho understand your daily practice.Gear Up Seminars1040 INDIVIDUAL TAX16 CPE Credits 2 Days Taxation BasicACCOUNTING16 CPE Credits 2 Days Accounting BasicBUSINESS ENTITIES16 CPE Credits 2 Days Taxation Basic8 CPE Credits 1 Day Taxation BasicCALIFORNIA TAX UPDATE5 CPE Credits Half Day Taxation UpdateESTATES AND TRUSTS8 CPE Credits 1 Day Taxation BasicETHICS FOR FLORIDA CPAs4 CPE Credits Half-Day Regulatory Ethics BasicETHICS FOR THE TAX PROFESSIONAL2 CPE Credits Regulatory Ethics BasicTAX UPDATES AND HOT PLANNING TIPS4 CPE Credits 1 Day Taxation BasicIRAs, PENSIONS AND OTHER RETIREMENT RESOURCES8 CPE Credits 1 Day Taxation BasicTECHNOLOGY 3.1: THE NEXT STEP IN MAKING YOURPRACTICE TECHNOLOGICALLY SAVVY8 CPE Credits 1 Day Computer Science Basic4 CPE Credits Half Day Computer Science BasicSee our website for CPE information and the most current schedules and pricing for Gear Up events.See reference map on page 6 to find qualifying events by state.*States with Thomson Reuters-sponsored Gear Up seminars currently include AZ, CA, CO, FL, IL, IN, MA, MD, MN, MO, NV, NM, NY, OK, OR, TX, VT and VA.Discount does not apply to Gear Up seminars hosted by state societies (which manage their own pricing and registration).NOTE: The Premier CPE Package discount does not combine with Gear Up or AuditWatch Early Bird or other discount offers.

Premier Plus CPE Package 5Apply YourPremier Discount ToAuditWatch EventsYour subscription offers significantdiscounts on our popular AuditWatch andGear Up events for up to 24 hours perannual subscription (in total).You’ll receive a25% discounton AuditWatchpublic seminarsincluding our core staff training programs:AuditWatch University, TaxWatchUniversity and Yellow Book University.AuditWatch UniversityLEVEL 1: Basic Staff Training 32 CPE Credits Auditing, Accounting,Communication Basic Experience: 0 – 4 MonthsLEVEL 2: Experienced Staff Training 24 CPE Credits Auditing,Accounting Intermediate Experience: 5 – 21 MonthsLEVEL 3: Beginning In-Charge Training 24 CPE Credits Auditing,Communication Intermediate Experience: 21 – 36 MonthsLEVEL 4: Experienced In-Charge Training 24 CPE Credits Auditing,Accounting Intermediate Experience: 3 – 4 YearsLEVEL 4.5: Taking the Next Step 16 CPE Credits Auditing, PersonalDevelopment, Accounting, Communication Intermediate Experience: 4 – 5 YearsLEVEL 5: Taking the Lead 24 CPE Credits Personal Development,Communication, Accounting, Auditing Advanced Experience: 5 – 6 YearsLEVEL 6: Developing the Executive Within 16 CPE Credits PersonalDevelopment, Accounting, Auditing Advanced Experience: 6 YearsTaxWatch UniversityLEVEL 1: 24 CPE Credits Taxation Basic Experience: 0 – 1 YearLEVEL 2: 3 Days 24 CPE Credits Taxation Intermediate Experience: 1 – 2 YearsLEVEL 3: 3 Days 24 CPE Credits Taxation Intermediate Experience: 2 – 3 YearsLEVEL 4: 3 Days 24 CPE Credits Taxation Advanced Experience: 3 – 4 YearsLEVEL 5: 16 CPE Credits Taxation, Personal Development,Communication Advanced Experience: 5 YearsNOTE: The Premier CPE Package discount does not combine with Gear Up or AuditWatch Early Bird or other discount offers.See our website for CPE information and most current schedules and pricing for AuditWatch events.See reference map on page 6 to find qualifying events by state.

6Premier Plus CPE PackageCheckpoint Learning Premier CPE PackageDiscount Events By LocationGear UpAuditWatchBoth Gear Up and AuditWatchNo scheduled events that qualify for thePremier discount available at this time

7From Our CustomersPremier CPE Package“We use Checkpoint Learning for setting up all internal trainings and provide ourprofessionals access to quality, on-demand courses. As a Training Coordinator,Checkpoint Learning makes my job much easier.I have a list of things I like about the new Checkpoint Learning system, but my favorite hasto be the attachment feature for external certificates. This has helped us to become moreorganized while saving time (and expenses) by keeping all CPE history in one location.The staff at Thomson Reuters keeps up-to-date on all state rules and regulations so youdon’t have to, and you can always get in touch with someone when you have questions.By far, the best customer service I’ve experienced with any vendor.– Tamara Carr-Granstrom, Los Angeles, CABeing in public accounting, it is difficult to find the time to attend many live seminars,therefore I use self-study formats whenever possible. Checkpoint Learning by far isthe best. I no longer have to track what courses I have taken and when I took them. Itis all done for me through Checkpoint Learning. If I need to access my course completioncertificates, all I need to do is sign on to my online account and there it is under the ActivityHistory tab. Convenient and easy to use.– Teresa KerbeI really like my Checkpoint Learning subscription! Checkpoint Learning lets meknow conveniently in one place how close I am to meeting my CPE requirements formultiple licenses. There is a great variety of course topics, delivery methods andhours offered per course. Video and audio clips, diagrams and questions reinforce learning.The annual subscription price is very affordable, and the quality of the courses is very high.– James O. (Joe) Bailey, CPA, EAJust wanted to comment on how much I am enjoying the Premier Package for my CPEneeds. This is the best deal ever! I encourage anyone who is interested in learningand earning CPE credits to check out this great deal. I’ve learned so much from thewebinars and have done some of the self-study courses as well.– Jan Perritt

Checkpoint LearningPremierCPE PackageIntegrated online learning managementand CPE trackingCheckpoint Learning provides the current,relevant course content you need in a multitudeof formats that are both convenient andaffordable. We offer more than 1,000 titleson accounting, auditing, tax, management,Yellow Book, staff training and more. Thesehigh-quality courses are available in a widespectrum of media: seminars, conferences,on-site training, online learning, webinars andself-study in print or electronic formats.Thomson Reuters Thomson Reuters is the world’s leading source of news andinformation for professional markets. Our customers rely on usto deliver the intelligence, technology and expertise they need tofind trusted answers. The business has operated in more than 100countries for more than 100 years. Thomson Reuters shares arelisted on the Toronto and New York Stock Exchanges (symbol: TRI).For more information, visit tr.com.Thomson Reuters Checkpoint Learning Checkpoint Learning provides training and continuing professionaleducation (CPE) solutions for tax, accounting and financeprofessionals and firms. From customized group training to morethan 900 individual webinar, online self-study and public seminarand conference events, Checkpoint Learning offer a full range ofsolutions to build learning plans for both individuals and teams.Our mission is to improve the productivity and profitability ofaccounting, tax and corporate finance professionals by rethinkingtraditional processes, leveraging cutting-edge technology andproviding the most accurate and insightful training available.For more information, visit cl.tr.com.Contact us today800.231.1860Visit cl.tr.comT-600238 09-2017 DGM

- Tamara Carr-Granstrom, Los Angeles, CA Being in public accounting, it is difcult to nd the time to attend many live seminars, therefore I use self-study formats whenever possible. Checkpoint Learning by far is the best. I no longer have to track what courses I have taken and when I took them. It is all done for me through Checkpoint Learning.