Finance Product Bundle – 3 Events

With over a dozen different types of 1099s, keeping up with who should receive one, which form should be used, and when the forms are due can be challenging.

Join us for this information-packed workshop to learn best practices for navigating the latest Form 1099 for 2022, and practical, actionable compliance guidance.

Join us for a 60-minute workshop as we dive into how to avoid the legal ramifications and workplace drama of incorrect payroll deductions

In this 75-minute, compliant-based event you’ll learn what’s changed in the latest revisions to Form W-9, how to identify when W-9s are valid, plus keys to preventing errors.

In this security-focused event, you will learn effective and proven ways to protect vendor-sensitive data to prevent both internal and external fraud. You’ll also be able to develop a checklist of the potential scope of vendor-sensitive data exposure in your organization and will be equipped to work with your Systems/IT team to mitigate exposure.

In this 60-minute event, we'll give you clear guidance on the newest rules and regulations that must be followed when paying an employee for travel.

In this 100-minute program, you will learn how to save valuable time and avoid headaches by learning invaluable Excel tips, techniques, and shortcuts to better navigate masses of financial data. You will be able to work more efficiently, plus share pertinent data more clearly with decision-makers.

Payroll record retention can be complicated, but with a few best practices, you can ensure that you’re maintaining accurate records and protecting your organization. This session will give you a thorough overview of record retention laws and help you prepare organized, audit-proof records.

In this 75-minute program, you’ll be equipped to recognize when you should or shouldn’t accept Forms W-8BEN and W-BEN-E from vendors, plus track the expiration dates. You’ll also be prepared to discuss complex reporting and withholding issues with your tax professional.

In our dynamic, 100-minute event, Excel and finance expert David Ringstrom will demonstrate how you can utilize Excel to get more from your payroll data. Discover how to dig deeper into the data for the information you and stakeholders need to drive your organization forward.

You never want to think about preparing for the loss of an employee, but it’s an unfortunate reality. Join us to get the information you need to properly handle issuing the final wages for a deceased employee, while also protecting your organization.

In this 60-minute, compliance-based event you will learn how to determine your current business status, plus how to prepare now for proposed changes.

Join us for this 60-minute program that will ensure your organization stays tax-compliant while working with your remote employees.

After attending this 100-minute webinar, you’ll be equipped to develop a solid plan for regulatory compliance, efficiency improvements, standardized processes and accurate documentation.

You’ll also be able to ensure that your 1099s contain accurate information that matches IRS’s records - which can help you eliminate B Notices and dodge related problems down the line.

In this 60-minute program you will learn the do’s and don’ts of pay transparency and salary inquiries, how to approach pay transparency in your organization, and strategies to negotiate salary issues without the risk of non-compliance.

In this 60-minute, instructor-led event we will take a close look at the role ethics play in payroll and accounting, what happens when ethics are violated, and what can be done when personal ethics are not aligned with organizational or regulatory requirements.

The newest round of the Paycheck Protection Program (PPP) offers much needed relief to help small business owners. The goal is to help small businesses stay open and continue operations until they can return to “normal” without having to close down - possibly permanently.

This round of the program is much more liberal, yet also more restrictive in many aspects - and only certain companies will qualify for the loan. We’ll take a close look at round two of the PPP, clear up the confusion - and answer the question of who qualifies for the loan?