Finance Product Bundle – 3 Events

$300.00

  • Live Event
    November 28, 2023

    1099-MISC & 1099-NEC Updates: Ensure Accurate Filing

    In this 60-minute program we will clear up the confusion over when to use these forms, plus the latest updates. Participants will come away with a deeper understanding of both the 1099-MISC and the 1099-NEC – and when they apply.

  • Live Event
    October 26, 2023

    Form 1099 Reporting Updates for Timely, Compliant Filing

    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.

  • Live Event
    August 30, 2023

    Issuing Final Paychecks: Requirements for Terminated Employees

    Join our 60-minute program to get the information you need to accurately issue and report the final payment to terminated employees. Don’t risk costly penalties for non-compliance with state and federal requirements.

  • Live Event
    August 22, 2023

    Excel for Accountants: Boost Accuracy and Efficiency

    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.

  • Live Event
    August 1, 2023

    IRS & DOL Audits: Spot Red Flags Before the Agencies Do

    Audits can result in significant penalties. This program will teach you how to conduct a thorough internal audit so you can spot non-compliance before a government agency spots it for you. Plus, you’ll learn exactly what to do if you are targeted for an audit – so you can make your experience less painful.

  • Live Event
    July 26, 2023

    A/P Internal Control Best Practices

    If cash flow is the blood that keeps your business alive, your A/P processes are the heart. This program will help you remove outdated processes that stunt business growth and replace them with an updated, streamlined approach that benefits every level of the organization.

  • Live Event
    July 18, 2023

    Payroll Record Retention Requirements: What to Keep, What to Ditch

    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.

  • Live Event
    July 11, 2023

    FLSA Compliance Update: Avoid Wage Nightmares & Penalties

    In this 60-minute, instructor-led event you will learn what is required now to comply with the Fair Labor and Standards Act (FLSA), and keys to avoiding hefty fines for common wage and hour mistakes.

  • Live Event
    June 20, 2023

    Excel for Financial Forecasting: Build Better Spreadsheets & Models

    Our Excel expert, David H. Ringstrom, says "Either you work Excel, or it works you". In this jam-packed, 100-minute webinar you will discover everything you need to know about a variety of Excel features and worksheet functions to ultimately help you utilize Excel in a more effective manner.

  • Live Event
    June 13, 2023

    Forms W-8BEN & W-8BEN-E Processing: Compliant Vendor Maintenance

    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.

  • On-demand

    Payroll Taxes 101: Withholding, Depositing & Reporting Requirements

    Every payroll professional from the seasoned veteran to the novice beginner must have a good working knowledge of the requirements to process payroll efficiently and accurately to stay in compliance. Join our 60-minute event as we cover the basics of withholding, depositing and reporting federal taxes.

  • On-demand

    DOL’s New Overtime Rule: Who’s Exempt & Who’s Not Now

    In our information-packed, 60-minute event you will learn all you need to know about the new round of DOL updates on the minimum weekly standard salary level and the total annual compensation requirement for “highly compensated employees.” We will show you how to effectively navigate the new overtime rules to ensure legal compliance, and strategic steps you will want to take now to prepare.

  • On-demand

    Excel for Payroll Professionals: Improve Accuracy & Efficiency

    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.

  • On-demand

    Handling Child Support Garnishments: Policies to Ensure Compliance

    Employer requirements for administering child support garnishments go far beyond deducting and remitting support. Join renowned expert Vicki Lambert for this comprehensive seminar that covers the basics of support withholding, and also explores more complex and troublesome situations that can arise during the garnishment process.

  • On-demand

    The Controller’s New Role: Navigating the Changes in 2023

    Controllers must become strategic partners, value-adding decision makers, providers of solutions and managers of change. It is more a matter of running the company with the numbers, rather than by the numbers.

  • On-demand

    Paying Deceased Employees: Navigating Payroll Compliance

    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.

  • On-demand

    IRS Form 941: Complying with Updated Requirements

    In this instructor-led 60-minute program, our payroll expert will take you step-by-step through the newest Form 941 and clearly explain what is required now for accurate reporting.

  • On-demand

    Payroll Updates in 2023: Taxable vs. Non-Taxable Fringe Benefits

    This 60-minute, compliant-based workshop is designed to help finance and payroll professionals understand and correctly process tax withholdings for fringe benefits.

  • On-demand

    Accurate W-9 Processing: Vendor Set Up & Tax Classifications

    In this 75-minute, compliant-based event you’ll learn how to identify when Form W-9s are valid or need to be sent back, keys to recognizing various tax classifications, and best practices to prevent errors.

  • On-demand

    Joint Employer Rule Update Employers Need to Know

    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.

  • On-demand

    Payroll Deductions: Your Guide to Compliant, Accurate Deductions

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

  • On-demand

    Navigating Sales and Use Tax Compliance

    Join our 60-minute program to learn how to develop a solid plan for sales and use tax compliance to avoid stressful audits and expensive fines in the long term.

  • On-demand

    Navigating Sales and Use Tax Compliance

    Join our 60-minute program to learn how to develop a solid plan for sales and use tax compliance to avoid stressful audits and expensive fines in the long term.

  • On-demand

    Form W-2 Updates: Ensure Accurate Filing

    This important program will provide the seasoned professional with information on new legislation that needs to be addressed. We’ll also assist those new to filing Form W-2 with a box-by-box look at what must be reported and how.

  • On-demand

    Taxing Your Remote Workforce: Compliance Guidelines for Employers

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

  • On-demand

    Employee or Independent Contractor: Classification Dos and Don’ts

    Proper worker classification is the first step for FLSA compliance. Join us to learn what you need to know about the DOL’s proposed classification rule and how to use the latest federal and state tests to properly classify your workforce.

  • On-demand

    Payroll Updates: Year-end Legislative & Tax Changes for 2023

    In this compliance-based, 100-minute program you will learn the latest legislative changes that impact how you close out 2022 payroll and head into 2023.

  • On-demand

    TIN Verification and B Notices: How to Avoid Costly Mistakes and Penalties

    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.

  • On-demand

    Form W-4 Updates: Best Practices for Accurate Information & Withholding

    In this interactive, instructor led 60-minute program you will learn everything you need to know to accurately complete the latest Form W-4, properly calculate tax withholding, avoid errors and respond to employees’ questions.

  • On-demand

    Hidden Payroll Errors that Trigger IRS Audits

  • On-demand

    Payroll Year-End 2022 Prep: Reporting Requirements, Changes and Best Practices

    Many taxation changes in 2022 created additional challenges for Payroll professionals.
    Now is the time to get up-to-date and start planning for a stress-free process. Join us for this 60-minute workshop that highlights the latest updates and sets you up for success as you close the books for 2022 and enter 2023.

  • On-demand

    Travel Pay Compliance: Latest Rules & Requirements

    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.

  • On-demand

    On-demand Pay Updates & Compliance for Employers

    Join our 60-minute program to the learn tools employers need to plan and execute a solid on-demand pay plan, ensure compliance with regulatory agencies, and the impact of the Treasury’s proposed changes.

  • On-demand

    Excel Features No Accountant Can Live Without

    In this dynamic, 60-minute program, Excel expert David Ringstrom, CPA demonstrates the best features in Excel that will make even the most experienced accountants more productive. Learn how to tame unwieldy worksheets, shortcuts that will save you time, and gain must-have tools to ensure accurate reports.

  • On-demand

    Pay Transparency Updates Employers Need to Know

    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.

  • On-demand

    Excel Dashboards for CFOs & Finance: Effective Monitoring & Reporting

    In this 100-minute webinar you'll discover how you can create impressive and interactive Excel dashboards to present financial information to decision makers. Effectively monitor key information in a way that anyone can understand.

  • On-demand

    Pay Strategies for Remote Workers: Stay Compliant & Competitive

    In this compliance-based, 60-minute program you will discover the benefits and risks of using remote employees’ locations for setting pay, rather than the more traditional approach of using the organization’s main office location as the base. Learn what employers should and should not do when selecting a pay strategy.

  • On-demand

    Payroll & Accounting Ethics: Maintaining Professional Standards Today

    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.

  • On-demand

    IRS Rules for Reimbursing Remote Worker Business Expenses

    In this 60-minute program we'll discuss the complex issues regarding this new era of remote employees, the impact it has on companies financially and on IRS compliance.

  • On-demand

    Unclaimed Property Compliance: Best Practices for Post-Pandemic Escheatment

  • On-demand

    Forms W-8 & 1042-S: IRS Reporting & Backup Withholding Requirements

  • On-demand

    ADA & FMLA in 2022: Navigating Overlapping Regulations

  • On-demand

    Top 10 Payroll Mistakes and How to Prevent Them

  • On-demand

    Project Management Post-Pandemic: Strategies to Plan and Drive Results in Today’s New Work Environment

  • On-demand

    Updated Form 941-X: Correcting 941 Reporting Errors

  • On-demand

    New COVID Vaccination Mandates for Employees: What Employers Need to Know

  • On-demand

    Cross-Training for Finance: Increase Flexibility & Boost Performance

  • On-demand

    Digital Sales Tax Update: What You Need to Know Now

  • On-demand

    Communicating Financial Information to Drive Greater Results

  • On-demand

    New American Rescue Plan Act: Key Measures Employers Need to Know

  • On-demand

    Exempt Employees: Ensure Accurate Classification and Compensation

  • On-demand

    Today’s Strategies for Better, More Effective Debt Collections

  • On-demand

    Better Budgeting: Essential Planning & Forecasting Skills for Managers

  • On-demand

    New PPP for 2021: Everything You Need to Know

    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?

  • On-demand

    Latest COVID Relief Bill Updates for HR and Employers

  • On-demand

    FFCRA Updates: What Employers Need to Know Now

  • On-demand

    PPP Loan Forgiveness: How to Meet Requirements

  • On-demand

    Automations that Boost the Quality of Your Excel-Based Financial Statements

  • On-demand

    Collaboration Between A/P and Payroll: Staying Connected in a Remote Environment

  • On-demand

    Rising Payroll Fraud During COVID-19: Don’t Let Your Company be Next

  • On-demand

    Excel for Payroll Professionals: Increase Efficiency and Accuracy

  • On-demand

    Greater Relief for Employers Under New PPP Flexibility Act

  • On-demand

    Prepare Your Payroll Department for Emergencies, Crisis, and the Unexpected

  • On-demand

    Prepare Your Payroll Department for Emergencies, Crisis, and the Unexpected

  • On-demand

    Form 1099-NEC & W-9 Updates: Stay Compliant with Changing Rules

  • On-demand

    Termination Payouts: Everything You Need to Know to Stay Compliant

  • On-demand

    Pay Equity: Closing the Wage Gap & Leveling the Playing Field

  • On-demand

    COVID-19 Legislation Impacting Payroll: What’s Required Now

  • On-demand

    Payroll Reconciliation: Spot Red Flags That Derail Paychecks & Reporting

  • On-demand

    Getting Your Severance Agreements to Stick

  • On-demand

    Payroll Record Retention Requirements: What to Keep, What to Ditch

  • On-demand

    Unpacking the Families First Coronavirus Response Act for Employers

  • On-demand

    Benefit Packages: What the New Workforce Really Wants

  • On-demand

    The Changing Role of Today’s Controller: Becoming a Strategic Partner

  • On-demand

    EEO-1 Reporting: What’s Required and When It’s Due

  • On-demand

    New Version of the I-9: What You Need to Know

  • On-demand

    Calculating New Regular Rate of Pay: Compliance Updates for Employers

  • On-demand

    Navigating Multi-State Taxation for Payroll Professionals

  • On-demand

    Form 1099 Filing: What’s Required for 2019 & New for 2020

  • On-demand

    Payroll Tax Compliance Roadmap for 2020

  • On-demand

    W-4 Changes for 2020: Final IRS Updates

  • On-demand

    Keep Your Year-end Payroll on Track and IRS Compliant

  • On-demand

    Demystifying Worker Classification: New Rules and Insider Insights from a Former California Internal Auditor

  • On-demand

    Employee Travel & Expense Reimbursement: Comply with IRS Rules

  • On-demand

    New Form 1099 Reporting Requirements: 2019 Compliance Update

  • On-demand

    Supplemental Pay Taxation: Essentials for Payroll

  • On-demand

    Responding to B-Notices & TIN Verification: Avoiding Costly Mistakes

  • On-demand

    Multi-State Taxation for 2019: Complying with the Rules & Regulations

  • On-demand

    Fringe Benefits Taxation & Reporting Rules & Guidelines

  • On-demand

    Third Party Sick Pay: How to Tax & Report

  • On-demand

    New EEO-1 Reporting Deadlines: What to File & When

  • On-demand

    New FLSA Overtime Rule Change: Who’s Exempt & Who’s Not

  • On-demand

    FATCA Compliance: Your Reporting & Withholding Requirements

  • On-demand

    HR Metrics: Measuring Data for Better Decisions

  • On-demand

    The Controller’s New Role: Keeping Up with the Changes

  • On-demand

    New W-4, W-8 & W-9 Requirements: When to Use Which Form

  • On-demand

    Wage & Hour Compliance A to Z: Meeting All Requirements

  • On-demand

    Employee Expense Reimbursement Under TC&JA: What’s Allowable Now

  • On-demand

    T & E Expense Reimbursement Fraud: Keys to Detect, Prevent & Deter

  • On-demand

    IRS Alternative Withholding Methods: Keys to Avoid Tax Penalties

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