When you participate in this enlightening session, you’ll learn from Excel expert David Ringstrom, CPA, a variety of tips and techniques to help you create and automate your Excel charts. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, ..
Why is the Statement of Cash Flows so important and what will you learn from analyzing it. In this session, you will learn about the three parts of the Statement of Cash Flows and we will break each one down accordingly. You will understand that a company can show their sales increasing every year and also show they are making profits. However, if they cannot generate cash flow from their daily operations t..
“The future belongs to individuals and companies who embrace the entrepreneurial spirit, whether that is inside or outside a company. The fundamental question is what is going to have people get motivated and inspired to make their highest contribution? What is going to get them fired up to do what they came here to do?” From “The Rise of the Intrapreneur”, Fast Company. As a company grows it naturally beco..
If you are trying to sell to a new account, extend a loan to a corporation or individual, looking to purchase stocks or mutual funds or if you are looking to work at a new company, there is nothing better than to have audited financial statements in front of you to help you make these decisions. By viewing this webinar you will have new tools in your toolbox to help you make those decisions and also how to ..
This webinar will discuss the Family Medical Leave Act (FMLA) and distinguish the important differences between it and the California Family Rights Act (CFRA) and Pregnancy Disability Leave. It is vital that employers who conduct business in California or have employees in California be aware of the important differences, which can result in heavy fines for non-compliance for the employer.Learning Objective..
This session will cover the US Taxation of Expatriates. Specifically, we will focus on the Foreign Earned Income Exclusion, the Foreign Tax Credit and State Tax Issues. During the Foreign Earned Income Exclusion section, we will discuss the two tests to qualify for this exclusion and the additional housing exclusion. During the Foreign Tax Credit section, we will discuss the difference between US and Foreig..
A whistleblower or qui tam action can provide financial rewards to individuals who provide information that a company, hospital or individual has defrauded the government. The primary statutes under which this relief may be sought are the federal and state False Claims Acts (“FCAs”). State and federal governments pay hundreds of billions of dollars each year for pharmaceutical drugs, medical devices, hospit..
You have been issued Microsoft Outlook because it has so many great features for helping you manage your information, communications, schedules, and workload. Have you ever had any official training on how to use it? Without training, most users will plateau out on their own. Wouldn't it be better to learn how to use it effectively?Learning ObjectivesHow to use Microsoft Outlook to effectively m..
Management is both a science and an art. The science is in making people more effective than they would have been without you. The art is in how you achieve that. We will help you more effectively use each minute to accomplish your task of goal setting, praising or reprimanding. Many of these principles and teachings can be applied to both of your professional and personal life.Would you like to become an e..
What are the rules regarding paying and IRS reporting on Independent Contractors? How do we avoid the IRS CP-2100 (B-Notices)? What if our vendor/payee claims exemption; must we obtain a W-9 anyway? What are the best practices for handling our information reporting obligations? How can we minimize the risk of improper exemption claims by our payees and vendors? Get the answers to these and related questions..
Effective and compliant computer system data management is critical to organizations in the pharmaceutical, biologics, vaccines, tobacco, animal health, medical device or other FDA-regulated industry. During the past 30 years, best practices have been developed to ensure computer systems used in these environments can be cost-effectively managed while meeting all aspects of FDA compliance. To take this a st..
All business produce financial transactions. These transactions are transformed into three financial statements that indicate the financial results produced from these transactions. Results are expressed in required statements: Balance Sheet, Income Statement, and Cash Flow Statement. These statements provide the language that communicates the financial health of the company to its managers and stakeholders..
When contractors encounter owner caused (excusable/compensable) delay they are typically entitled under the contract to recover both the time resulting from the delay as well as delay damages. Idled equipment/labor and material escalation costs are fairly easily calculated in such situations. Typically, contractors also seek to recover their delay costs (extended field office overhead or general conditions ..
Expense reimbursement fraud—encompassing the myriad forms of employee travel and entertainment (T&E) schemes as well as Purchasing Card (P-Card) fraud—costs organizations hundreds of thousands, if not millions of dollars per year. According to the Association of Certified Fraud Examiners (ACFE), expense reimbursement frauds result in a median loss of $26,000 per incident and represent 14.5% of all emplo..
In this valuable session, you’ll learn from Excel expert David Ringstrom, CPA, how to create spreadsheets that are interactive, accurate, and user-friendly. David demonstrates a variety of Excel’s form controls and features to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more. David demonstrates every technique at least twice, first..