Reporting, Metrics, Policies Regulatory Compliance Training - Live Webinars, Recordings & CDs

This training program will help attendees recall how to avoid complex IF statements and apply the COUNTIF function to determine the number of times an item appears on a list. It will also demonstrate several key Excel features such as applying the IFNA function in Excel 2013 and later; applying alternatives to the IF function, such as IFS, CHOOSE, VLOOKUP, and others; the ISNA function vs. the IFERROR function, and much more.

This training program will explore several new functionalities within the MS Office suite. For example, did you know Word 2013 can open PDF files directly? Charting has been revamped throughout the Office products, especially in Excel. This Excel webinar will serve as a quick start to learn the new features.

Accountants and other financial professionals who deal with privately held entities wishing to reduce the cost and reporting burden that exists with reporting using generally accepted accounting principles should become familiar with the AICPA’s (American Institute of CPAs) recently developed accrual basis framework of accounting. This training program will deconstruct AICPA's financial reporting framework for small and medium size entities.

This excel work book webinar will showcase how to link excel to word documents, databases, web pages, how to fix broken links, improve integrity of workbooks. Learning how to break links to other workbooks and data sources. Handouts and sample workbook with steps.

In this training program, attendees will learn the 9 regulations governing payments risk and KYC/KYCC in which you may be out of compliance, as part of the process to overhaul outdated credit decisioning.

Microsoft Excel has powerful tools that can be used to quickly tame large sets of data. This training session will help attendees discover techniques that can simplify and format data according to your audience.

This Excel training program will help attendees create interactive, dynamic Excel Charts helpful for financial modeling and dashboards. It will also help build Excel Charts to save time and eliminate manual input. Attendees will learn Excel Lookup functions, understand how to use INDEX and MATCH to retrieve data and chart with multiple criteria, learn how to use Excel dynamic named ranges with tables for chart automation, and more.

This webinar will discuss 4 key payroll practices that will be crucial to the department in 2017. These practices will increase efficiency, cut costs, prevent fines and penalties for errors and help the department identify areas to focus on for improvement in 2017 and beyond. The training session will address other payroll essentials such as why it isn’t just Forms W-2 that are being scrutinized by the IRS - it is also fringe benefits and all tax practices.

This webinar training will identify challenges to small business lending through the lens of macro economic realities and help in understanding the scope of the marketplace. Attendees will gain a clear overview of the principal risk factors that are present with all small businesses and determine whether they might be overcome.

This webinar will cover the basics of withholding, depositing, paying and reporting payroll taxes. It will provide a good solid foundation for the payroll beginner or an excellent refresher course for the seasoned professional.

This training program will help attendees identify what is the ACH network and examples of ACH electronic payments. It will list the five basic participants in each electronic ACH transaction and describe the settlement process and the difference between a debit and a credit ACH transaction.

This Excel training program will cover a wide range of Excel functions to help simplify the task of managing and maintaining employee data. From conditional formatting to highlight HR required information to an overview of Pivot Tables, HR Dashboards, and HR KPIs, this webinar will provide essential how-to practices for HR personnel, accountants, and administrative or supervisory personnel.

This training program will discuss the taxation of different types of fringe benefits related to transportation including the personal use of a company car, proper accounting and taxation of auto allowances, personal use of a company aircraft, and the IRS 132 fringe benefits such as parking and mass transit passes.

This webinar training will discuss the use of human capital metrics as a core competency, review the role HR metrics play in helping the organization make critical business decisions, describe the calculation of employment practices liability risk exposure, and provide a listing of some of the more widely used HR metrics.

This training program will offer a quick introduction of multi-state taxation and reporting and help ensure your company pays employees fairly and handles tax and other withholdings properly. If you are concerned about your company’s ability to comply with U.S. labor and payroll laws, this program will answer many questions on the subject.

This webinar will discuss proper taxation and reporting of the fringe benefit known as third party sick pay. It will discuss what is and is not third party sick pay, how the taxation is affected by the status of the provider (who is or is not the employer’s agent), when this type of payment is taxable and/or reportable, and who is responsible for this taxation and reporting.

This webinar training will explain the process of preparing and reporting personal financial statements. The Instructor will discuss the key steps and authoritative guidance related to personal financial statements and how to interpret the guidance.

This webinar concentrates on preparing the department for the end of the calendar tax year and the New Year processing. Topics include reconciling, completing and submitting Form W-2, 941 federal and state; update to annual changes from the IRS, SSA, DOL and on the state level; and best practices that will help make the year-end and year beginning go smoother.

In this webinar, participants will learn how cash flows interact with financial statements. The Instructor will help in understanding cash flows in funding strategic initiatives. They will also learn about the bank reconciliations for various types of transactions and preparation of banking relationships for a merger.

This presentation will provide tax and compliance professionals with an understanding of the stages of an audit with potential criminal exposure. Panelists will discuss the sources of criminal tax cases and the evaluation and investigation involved in an “eggshell audit”. The panelists will also cover the coordination between the IRS civil team and IRS criminal investigation division.