CCH Learning Center and CPE Assistant ® ™ Enhance your professional development and your staff’s, with a full range of learning, training and management tools. One Solution for All Your Learning Needs Make sure you get ahead of the curve with expert-written, up-to-date course content and the tools you need to keep up with legislative changes, regulatory issues and industry developments. CCH® Learning Center can help further your staff’s professional development and improve their tax, accounting and audit, and financial and estate planning skills. Whether you are looking to advance your staff’s professional development, or simply earn CPE credits, CCH Learning Center is the solution for you. Earn Valuable CPE Credits With CCH Learning Center, you will have access to over 300 technical and substantive online, self-study training courses to help increase proficiency in core topics and emerging issues — all while earning valuable Continuing Professional Education (CPE) credits. Learners can take advantage of the following: Why Choose CCH Learning More Than 300 Self-Study Courses Available The CCH Learning Center makes earning valuable CPE credits easy. More than 120 new and revised courses are published annually on the latest tax, financial and estate planning, and accounting and audit issues, including modules on specialized practice topics. With select courses from the Core Library or any of the Specialty Libraries, there will always be a course to fulfill your learning needs. Core Library The Core Library consists of self-study CPE courses on the most relevant topics and emerging issues with a focus on basic, overview and update level courses. Accounting and Audit Tax Return Preparation Business Taxation Tax Updates Individuals’ Taxation Wealth Management Tax Research Easy-to-use search screen — A clean, streamlined search screen to make it easy to find the content you need. Flexible course navigation — Dropdown menus make it easy to find exactly what you are looking for — in less time. Address the Growing Need of Talent Retention and Development Hiring, retaining and developing the skills of top candidates allows your firm or organization to flourish, stay profitable and edge out the competition. With talent shortage becoming a growing concern in the finance and accounting world, investing in the skills of your best people is crucial since these are the staff members more likely to leave — they have the greatest outside opportunities. Training is key to your talent development program and CCH is committed to delivering the most robust learning solutions on the market helping firms and organizations meet the unique learning challenges they face on a daily basis. With CCH Learning Center, you will be able to: Get the right courses to the right person — Cater to individuals or groups of employees by creating customized learning paths based on their specific learning needs. Keep better track of your staff’s progress — You have the ability to group learners by specific characteristics — such as location or staff level — making it easy to see which groups are completing their CPE (and which aren’t). Upload firm or company-specific training — Keep your agendas, course attendees and supporting material in one place for easy access for in-house training. Ensure your staff completes required CPE courses on time — Our CPE Assistant makes it easy to track CPE requirements and regulations across all 50 regulatory bodies mandating CPE as well as CLE, CFP and more. You can retain records for all your staff members in one convenient place to help ensure their certifications are maintained. (See page 4 for details.) Specialty Libraries These specialty libraries focus on key areas of tax and accounting, and offer a broad range of CPE course levels. Select from eight separate libraries: Accounting and Audit — courses cover a broad range of topics, such as fraud, recently issued standards and specialized areas. IRS Registered Tax Return Preparer CPE Library — Designed to meet the new CPE requirements for RTRPs, this library provides a bank of 20 CPE hours to use for courses covering the most relevant issues impacting individual income tax return preparation. Sales and Use Taxation — important sales and use taxation issues are analyzed to help you deal with this often-complex area of state taxation. Tax Return Preparation — timely, line-by-line guidance through the preparation of a variety of federal income tax returns. State Taxation Library — reviews important or emerging state tax issues and analyzes their impact on compliance and planning. Wealth Management Library — details the most important wealth management issues, including strategic planning and the preparing of appropriate tax forms. U.S. International Taxation Library — presents basic concepts and issues surrounding U.S. taxation of international transactions. Corporate Library — offers more than 130 web-based self-study CPE courses on a wide range of corporate topics, including accounting, financial reporting, taxation, and fraud and ethics. g Center? Authoritative Authors Professional analysts, editors and contributing authors provide authoritative analysis and interpretation to help tax professionals understand today’s complex rules and regulations. With the CCH Learning Center, you’ll have access to some of the leading experts, including, Sidney Kess, Barbara Weltman, John Healy, Michael Schadewald and Steve Fustolo. Take a Sample Course for FREE! Experience the power and ease of the CCH Learning Center by taking an online course. It’s free — and you’ll earn CPE credits. To find out more, visit us at CCHGroup.com/LearningCenter Hundreds of Practice Tools and Resources CCH Learning Center courses provides hundreds of practice tools and resources to help your staff apply their newly gained knowledge. Each CCH Learning Center course includes supplemental resources, including checklists, client letters, flow charts, filled-in forms and related expert analysis. In addition, courses offer practical insights and pointers, real-world examples, helpful learning checkpoints, and study aids. Complete Integration with CCH Research Products CCH Learning Center self-study courses are integrated with IntelliConnect®, our easy-to-use internet research platform, and Accounting Research Manager®, the largest and most comprehensive accounting and financial reporting online database. Use the links provided within course materials to access authoritative literature, explanations and interpretations to help further research, planning and insight. Flexibility and Freedom to Choose What You Need CCH gives you the freedom to choose the best learning solution for you and your firm by offering a variety of subscription options that cater to your training and CPE needs. Individual Course Options Over 300 self-study, CPE courses may be purchased individually, ideal for staff that may only need to take one or two courses. Online Subscriptions (Single Users) Online subscriptions allow unlimited access to a complete library of CCH Learning Center web-based, CPE courses. This online subscription allows you to enroll in any course in your library at no additional charge. Several libraries are available, including specialty libraries. Curriculum Solutions You Can Customize Bulk Hour Purchasing (Unlimited Number of Users) CCH Learning Center helps firms and employees address some of the key challenges they face, including training and developing new and existing staff, staying current on new developments or emerging issues, and increasing productivity — giving them the flexibility and freedom to choose what they need. Companies can purchase a block of CPE hours for use during a 12-month contract period, and will have access to the Learning Center reporting tool to track usage within their organization , including our CPE Assistant™. Bulk-hour customers have access to all courses in the Learning Center Core and Specialty Libraries, and can add an unlimited number of users throughout the contract period by using the CCH Learning Center reporting tool. Competency-Based Curriculum CCH Learning Center has 14 suggested curriculum paths designed to help firms support their training and development objectives, and develop specific learning paths for their staff. Users are directed to the courses that are the most relevant to their specific learning needs. Curriculum Path to Fit Your Needs Suggested curriculum paths can help address training gaps within an organization when you integrate CCH Learning Center courses into existing professional development plans. You also have the ability to create your own custom curriculum paths from scratch based on job level, practice area or anything else specific to your organization. Freedom to Choose When You Want to Learn Online individual web-based, self-study CPE courses — courses are available 24 hours a day/seven days a week online, with immediate exam results and certification. Three levels of Bulk Hours are available: Basic — allows Administrators to track course usage, assign courses to learners, and view a standard set of reports. Plus — includes everything that comes with Basic Bulk Hours, plus the ability to create custom curriculums and maintain CPE compliance. Professional — includes everything that comes with Basic and Plus Bulk Hours, plus the ability to upload firm-specific content and manage/schedule training sessions. For a full list of features, visit CCHGroup.com/LearningCenter. CCH is with Best in Process™ Solutions Delivering Faster Answers and Better Results. CPE Assistant ™ NEW! The One Tool You Need to Ensure You Are Certified on Time CPE Assistant™ reduces the time and cost of keeping CPE compliance records in your firm. With this complete online CPE management tool, ensure your employees maintain their certification by monitoring the progress of individual CPAs against their CPE requirements. It also provides complete and updated rule summaries for all 50 CPA regulatory bodies mandating CPE, plus CLE, CFP and more. Individual CPE Coverage Easier CPE Administration CPE Assistant allows you to: Simplify your CPE administrator’s job with one easy-to-use CPE management tool. Show hours completed against total hours needed in reporting period for each jurisdiction tracked Calculate limits on training format and topics and minimum requirements When used in conjuction with the Learning Center reporting tool, this online CPE management tool: Provides a single point to administer all training functions Automatically track certifications and credits earned through CCH Learning Center and upload other CPE sources Sends employees regular email reminders on their CPE status Adds and drops employees from the system as needed Receive email reminders on CPE status Allows administrators to report CPE completions for firm-sponsored training events for multiple users Stores CPE certificates for quick retrieval and printing Produces reports by jurisdiction, credits remaining and CPE deadline Automatically populates CCH Learning Center data into CPE Assistant — no data entry needed, saving you billable time Easily review a list of all your courses and where you can go to add additional CPE. Conveniently track the details of your credits earned with your CPE Status Report. Take control of your staff’s professional development today. Contact your CCH Account Representative at 888-CCH-REPS (888-224-7377) or visit CCHGroup.com/LearningCenter Join us on ACS 90094489 6/12 at CCHGroup.com/Social 2012-0079-4 4025 W. Peterson Avenue Chicago, IL 60646-6085 888-CCH-REPS CCHGroup.com ©2012 CCH. All Rights Reserved.