Our Instructors
Our instructors are leading practitioners and subject matter experts. On average, each has 20 years of experience in his or her selected field. This experience enables them to go beyond the curriculum to provide context, tips, and practical real-world examples to help you better understand and apply the course content right away. We vet each instructor thoroughly, to ensure they meet our high standards of quality for content and presentation. And we enable our users to peer-test and review all of their courses.
Geralyn Cassone
View Instructor ProfileA treasury consultant with over 20 years of managing corporate treasury operations in both the financial services and industrial arenas. I focus on treasury process flow, risk identification and operations re-engineering, and more recent treasury studies have included companies in the retail, health services and industrial ...
Frank Castillo
View Instructor ProfileAuthor of over 250 continuing professional education courses across various fields of study including personal development, taxation, regulatory ethics, economics, technology, and finance. Course delivery methods include self-study text, webinars and nano offerings.
- CPA’s….Who Are We?
- Regulatory Ethics: Clients
- Regulatory Ethics: Data
- Regulatory Ethics: Independence
- Regulatory Ethics: Rules and Trends
- Mind Games We Play
- The Practitioner-Client Relationship: It’s All About Trust
- CPAs and Accounting Firms: Creating Value
- Working Better Together
- Workplace Culture
- I’m Over Overtime
- The CPA Office of Tomorrow
Bill Cates
View Instructor ProfileFounded by Bill Cates, CSP, CPAE, Referral Coach International works with organizations and individuals who want to acquire more clients/customers through word of mouth, referrals, and personal introductions. All of our systems and programs have one overall goal in mind – to increase your revenue without increasing your ...
Anthony Chan
View Instructor ProfileMr. Anthony S. Chan, a former Board Member and Vice President of the New York State Society of CPAs, is a seasoned CPA and finance executive with over 30 years of professional experience in auditing and SEC reporting, internal controls, compliance and risk management, financial due diligence, business restructuring, margins improvement, ...
Sanjoy Choudhury
View Instructor ProfileSanjoy Choudhury is a multi-skilled Treasury & Financial Risk Consulting & Training Professional with extensive knowledge and experience of Pricing, Valuation, Financial Derivatives Modeling, Hedging & Risk of Interest Rate, FX, Equity, Commodity & Credit Derivatives including financial research & analysis with a rich ...
- This instructor has no courses published, yet.
Becky Stauffer and Cindy Cha..
View Instructor ProfileWork4Accord offers a host of services including mediation, coaching, training and keynote speaker.
Becky Stauffer MPA, SPHR, SCP
Becky is the founder of Work4Accord. It is her personal mission to empower individuals with tools to transcend conflict, build rapport and restore accord in the ...
Andrew Clark
View Instructor ProfileAndrew is an Enrolled agent and the President of both Andrew Clark Enterprises and Tax CE Publishing. Andrew has been involved in the CPE market since 2010. In addition to writing CPE programs, Andrew provides tax consulting and tax preparation services to clients in the Sacramento region. Andrew is also an entrepreneur and enjoys consulting ...
Al Cochran
View Instructor ProfileAl Cochran recently was named CFO of Amendia, Inc. and Vivex Biomedical, Inc.; sister companies engaged in the medical device and biomaterial sectors. Amendia is a leading provider of innovative Class II and Class III medical devices used in spinal surgical procedures including spinal fixation systems, implants and instruments. Vivex was ...