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Future of Forecasting and Budgeting with Rolling Forecast
The current technology driven turbulent business environment presents many challenges to business managers. One primary challenge is the ability to predict and plan for the future which is unexpectedly unpredictable. Changes are constant. Companies struggle to find ways to manage resources and find ways to thrive and survive in this turbulent business environment.Traditional budgeting has been overtaken by ..
ChatGPT for Accountants
The introductory webinar covers what is ChatGPT?, What can it do?, the Uses of ChatGPT, Benefits for Financial tasks, and the benefits of common Financial usage. It examines the overall impact on Financial Services as well as the limitations and dangers of ChatGPT. It also introduces the second webinar in the series - Getting started in ChatGPT.Areas Covered Automated Customer Services Fraud Detection..
How to Prepare for an OSHA Audit
An OSHA inspection provides a view into your organization’s safety culture. This training will share a step-by-step guide on how to strategically prepare for a safety audit before it happens, which includes newly defined rules that employers need to know. Additionally, this training will help attendees understand the key differences between The employer's rights vs. The Employee’s rights during an OSHA insp..
Issues in Calibrations and Accuracy in Method Validation
Accuracy, the ability for a methodology to give results within acceptable limits when compared to known values, is a fundamental and key requirement. Calibration is the most common approach to obtain accuracy.Accuracy requires a comparison to a validated material. The level of confidence depends on traceability, a chain connecting the samples of interest all the way to the specific metric standards. This ca..
Recruiting 101
The course will provide a high-level overview of recruiting and it will start with the basics so that every attendee of the course at any level will understand the basics of the need and the process. The information will provide insight into how recruiting ties into the budgets of the organization, basic compliance issues, technology overview, and process improvements. Recruiting at the core is the foundati..
Employee Expense Reimbursements
Will give best practices on how to handle employee expense reimbursements. Discuss and review the different IRS-approved methods from Per Diem to Accountable and non-accountable plans. Discuss details of electronic-based reimbursement programs and the requirements the IRS has for them. Review of special travel situations such as spousal travel and frequent flyer miles.Areas CoveredIRS expense reimbursement ..
Social Media Issues in the Workplace
It's a lot more than just "sexting." or visiting inappropriate websites! Do you have a social media policy? Are employees aware of it and have they been trained in its proper application? Is your social media policy aligned with all your other policies and/or collective bargaining agreement(s), the National Labor Relations Act (Section 7 Rights) and/or your state and local labor and employment laws, and the..
Accelerated Action Learning
How can employers meet the challenge of keeping workers’ skills current during a time of rapid change? Many employers wonder exactly how to deal with upskilling and reskilling of their workers. One approach that can be used for developing employees, and thereby meeting the upskilling and reskilling challenge, is accelerated action learning. Many know action learning. It can use teams of individuals to work ..
Cyber Security Incident Response (CSIRT)
The best way forward is an efficient Incident Response Program that allows an organization to respond with speed and agility, while empowering businesses to maintain continuous operations. Such a solution also reduces revenue loss, reduces fines and lawsuits and protects brand reputation.Information Security, Governance and Risk, are all critical aspects of planning and execution of the Information Security..
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts
This presentation involves the shift from historical reporting to predictive costing such as capacity-sensitive driver-based rolling financial forecasts, what-if analysis, marginal cost analysis (e.g pricing), and target costing for new products and services.The annual budgeting process is being criticized as obsolete soon after it is published, prone to gamesmanship, cumbersome to consolidate cost center s..
Putting Board Committees to Work
The savvy business people who make up boards of directors know how to effectively run complex business operations in their “day jobs.” They hire people with proven, specialized skills and a track record of achievement. They structure and organize their efforts so talent with specific skills manage and perform specific functions, all for a smooth-running corporate machine. Yet boards of directors, who today ..
Pregnancy Protections Regulations in the Workplace for 2024
Pregnancy protection and accommodation are in the news. In April 2024, the EEOC issued its Final Rule some 400 pages on the implementation of the Pregnant Workers Fairness Act (PWFA). Under PWFA, employers may have to temporarily suspend the essential functions of a job to accommodate an employee’s quest for coverage. Under the rule, employers will have to allow employees and applicants to take time off and..
Risk Management and Oversight for Boards
The corporate board of directors is a group of well-meaning, part-time amateurs, trying to monitor, control, and assure the work of the full-time professional managers who actually run the corporation. That means at best, your board will be several steps behind in having an accurate, current, complete insight into the company, its operations, its finances, and its dangers. At worst, you could, sometime in t..
Offboarding with Care: Conducting Legal and Ethical Employee Terminations
If an employer has exhausted all the necessary steps to help the employee improve his or her work performance and those steps are not working – it may be time to terminate the employee.Terminating an employee is not only stressful for the employee losing a job, but also for the employer. There are legal and ethical steps to take when you terminate an employee. The company must ensure its actions are above r..
Requirements for State Mandated Sick Pay
Legislation is changing rapidly in regard to employers being required to provide employees with accrued sick time. In 2020 with the COVID-19 pandemic states and the federal have updated legislation on paying sick pay. It began with city legislation and has now moved to states such as California which employers must comply with.Review different types of ways companies can choose to handle third-party..