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Essentials for Documenting Investigations: HR and Management’s Responsibility to Minimize Liability
As the saying goes - If it isn’t documented, it didn’t happen! Documentation is essential for many legal issues, disputes, audits, meetings, and decision making, to name a few. Perhaps nowhere is it more critical than when documenting your investigation. Your documentation memoralizes the entire investigation, it minimizes confusion, corroborates stories and evidence, demonstrates patterns of behavior and s..
Establishing a Robust Supplier Management Program
Regulatory expectations are clear about manufactures responsibility regarding supplier quality oversight. All regulatory agencies agree that pharmaceutical and medical device manufactures are responsible for ensuring their suppliers adhere to quality standards, maintain compliance to regulatory requirements and consistently meet established expectations. Therefore, it is essential pharmaceutical and medical..
Estate And Gift Tax Review And Update
This session highlights the federal tax issues associated with estate and gift tax issues. Under current rules, few taxpayers are subject to estate and gift taxes given the doubling of the Unified Tax Credit (UTC) by the Tax Cuts and Jobs Act of 2017. However, the UTC is due to return to the pre-2017 figures adjusted for inflation in 2026. In addition, there is sentiment by the president and Congress to red..
Evaluating Fraud Risk – Sarbanes-Oxley Through the Years
In this webinar, we delve into the dynamic landscape of fraud risk evaluation, focusing on the evolution and impact of the Sarbanes-Oxley Act (SOX) over the years. We will explore the origins of SOX, its objectives, and the subsequent amendments that have shaped its role in combating financial fraud. We will begin with a comprehensive overview of fraud, emphasizing its significance in the corporate world. W..
Evaluating Your Board
The membership, structures, and functions of most boards of directors come about by happenstance and continue through inertia. Members are named through ownership, networking, and personal or family connections. Board operations likewise are structured to meet basic legal requirements, but too often ignore structural, support and meeting practices that could nurture the most value from membership. Only with..
Evaluating, Underwriting, and Lending to Construction Contractors
Volatility of construction risk in economic cyclesSupply chain risk for contractorsPayment process for contractors and subcontractorsContractor status report and key elements in contractor accounting and financial statementsProgress billings, retention, and collateral valueRole of sureties in providing bonds to contractors—lien prioritiesEvaluating contractor downside cash flow, collateral , and guarantors ..
Everyone Communicate but Few Connect – Discover Your Disconnect
We all communicate every day, but are we really “connecting” with those we work and live with? Connecting can make or break relationships. When we relate well to others, even those that are different than we are, it increases our influence with them.Talent and experience are not enough. The ability to communicate effectively is key to any accomplishment, whether in the workplace or at home. It does not come..
Everything About the W-4 Form You Need to Know
On May 31, 2019, the IRS released a draft of the 2020 W-4 form for the payroll and tax community to review. This webinar will prepare the payroll professional to understand the changes to the Form W-4 for 2020 and to review the recently released final of the 2020 W-4 Form. Before changes, the Form W-4 was a critical form that all companies have to obtain from employees and has had special processing require..
Excel - 10 Key Worksheet Functions to Skyrocket Your Productivity
An often-asked question by Excel users is "Which Excel worksheet functions are truly essential?" In a world of over 500 built-in Excel functions, the key is to identify the ones that truly impact your productivity and success while discarding the rest. Let's sift through the clutter, leaving behind the rarely-used and highly specialized functions, to uncover a select set of Excel tools that are universally ..
Excel - Automate Repetitive Tasks with Macros
A macro allows you to automate Excel, allowing you to spend more time on other things. So if you find yourself repeatedly performing the same actions or tasks in your spreadsheets, if you have a time-consuming Excel-based process that you want to automate, then it’s time to learn how to create macros.There are two ways to create a macro in Excel - the Macro Recorder and the Macro Editor and this session cov..
Excel - Automation Beyond the Macro Recorder - VBA 101
VBA is Microsoft’s programming and automation language that is built into all the MS Office applications. Although Excel’s Macro Recorder allows you to automate a task by recording a series of keystrokes and mouse clicks, that’s where its functionality and power ends. To be able to do anything more, you need to harness the power of VBA.VBA is a fully-featured programming language that includes functionality..
Excel - Creating an Interactive Dashboard
No matter what business you are in, a dashboard is a critical tool in your communication armoury and as with any communication tool, presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, it’s flexibility and the fact that most people have it installed on their computer. This training focuses on what you need to know to crea..
Excel - Effective Data Visualization Without Charts
Data visualization is the representation of numerical data in a visual format so that your audience can quickly and easily understand it and gain insight from it. Until a few years ago it was enough to take a set of numbers and create a bar chart or pie chart. Although in the right situation these traditional charts are still appropriate, things have moved on and we're constantly hearing words like data vis..
Excel - Mastering Lookup Functions
"How do I look up a value in list ONE and pick up a related value from list TWO""How do I avoid my lookup formula displaying an ugly error when it can't find a match?""I've heard of VLOOKUP but what's HLOOKUP and what’s XLOOKUP?"These are just a few of the questions I get asked on a regular basis. You can get the answers to these questions (and more) by attending this training session dedicated to mastering..
Excel - Pivot Tables - The Key To Modern Data Analysis and Reporting
Whether you need to build an Excel-based dashboard, perform some serious data analysis, or simply summarize data for a personal project, Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) toolkit.With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build the reports, dashboards and charts that help you to summarize..