Accounting and Taxation
Credit Policy Fundamentals: Principles and Practices
Participants will learn how to diagnose their own credit policies to identify any gaps, and if so, how to write practical and understandable policies that meet regulatory expectations for content. They will be able to implement and maintain the processes and procedures needed to ensure that their policies are kept current and accurate, are monitored for compliance with them by means of tracking exceptions t..
Designing and Using KPIs and Performance Dashboards
We need our leaders to be effective in deploying our resources and guiding our operations to reach our goals in the most effective way. We need everyone to understand our mission and strategy so we can be sure we are all pulling together in the right direction. How well do our dashboard reporting tools support your strategic mission and goals? Are they right timed and properly designed for the users? How ma..
Detecting and Preventing Accounts Payable Fraud
Accounts Payable (AP) is the one business function that, in many organizations, is more vulnerable to fraud than any other. That is because all funds that flow out of the organization must first pass through AP. And over time, dishonest insiders and vendors have created newer and craftier methods of stealing from organizations by exploiting control weaknesses in the AP function.Result: It is more important ..
Due Diligence Steps for Form 1099 Compliance
Form 1099-MISC compliance is a surprisingly complicated compliance requirement for businesses and accountants. The requirements are always changing, and answers are seldom clear-cut. This course will de-mystify some of the tricky areas relating to Form 1099-MISC, such as when 1099 should be issued and whether a worker is a contractor or an employee. The main focus of this presentation is on “box 7” (indepen..
Employee Expense Reimbursement/Travel & Entertainment Fraud Detection and Prevention
Expense reimbursement fraud—encompassing the myriad forms of employee travel and entertainment (T&E) schemes as well as Purchasing Card (P-Card) fraud—costs organizations hundreds of thousands, if not millions of dollars per year. According to the Association of Certified Fraud Examiners (ACFE), expense reimbursement frauds result in a median loss of $26,000 per incident and represent 14.5% of all emplo..
Excel - Creating High Impact Business Reports
The training will focus on 4 areas - Pivot tables, charts/graphs, the Power View report adding, and how to present geographic information.No matter what business you are in, a report is a critical tool in your communication armory. As with any communication tool, a presentation is everything. Get it right and it offers the reader (typically a CEO, shareholder, or Project Manager) a valuable insight into the..
Excel Dashboard Basics
In this beneficial presentation, Excel expert David H. Ringstrom, CPA, introduces you to Excel dashboards. Dashboards are quite popular because they empower users to quickly assimilate large amounts of data by way of charts and summary tables. David demonstrates how to: use Excel’s Pivot Table feature to create charts that display data trends, filter data faster using the Slicer feature in Excel 2010 and la..
Excel Savvy: Building Practical Budget Spreadsheets
In this comprehensive webcast, you’ll learn from Excel expert David H. Ringstrom, CPA, how to create dynamic and resilient budget spreadsheets. David shares helpful techniques, including how to separate inputs from calculations, streamline formula writing, preserve key formulas, and create both operating and cash flow budgets. In addition, he discusses the benefits of using a variety of Excel functions and ..
Excel Savvy: Creating Interactive Spreadsheets
In this valuable session, you’ll learn from Excel expert David Ringstrom, CPA, how to create spreadsheets that are interactive, accurate, and user-friendly. David demonstrates a variety of Excel’s form controls and features to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more. David demonstrates every technique at least twice, first..
Excel Savvy: Extracting Data from Databases and Text Files
Extracting data from text files or from database management systems, such as Microsoft Access or Microsoft SQL Server, can be intimidating to Excel users. In this outstanding presentation, Excel expert David Ringstrom, CPA, walks you through the process of getting the data you need from databases or from text files into Excel. Once your data is in Excel, you can work with it in a variety of ways, such as us..
Excel Savvy: Filter and Format Data with Ease
You’ll find it easy to filter and format your data after participating in this presentation by Excel expert David Ringstrom, CPA. David shows you how to analyze data more effectively, gain control of long lists of data, identify duplicates in a list, transform filtering tasks, avoid retyping data and cumbersome formulas, bypass filter drop-down lists, and more.David demonstrates every technique at least twi..
Excel Savvy: Implementing the Custom Views Feature
In this presentation, Excel expert David Ringstrom, CPA, shares a variety of ways you can automate your work in Excel by way of the Custom Views feature—one of Excel’s most overlooked features. Step-by-step, David demonstrates how Custom Views allows you to hide and unhide multiple worksheets at once, set a print range for multiple areas of a worksheet, make a single set of data serve multiple purposes, gai..
Excel Savvy: Linked Workbooks
Excel expert David Ringstrom, CPA, discusses the pros and cons of workbook links and walks you through the nuances of creating and working with them. Workbook links allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. In his presentation, David also covers how to dramatically improve the integrity of linked workbooks using Microsoft Query instead o..
Excel Savvy: Mastering Advanced Lookup Functions
In this insightful webcast, Excel expert David Ringstrom, CPA, focuses on alternatives to the VLOOKUP function. While many Excel users rely on VLOOKUP for basic lookup functionality, it’s often because they’re unaware of other functions that can enable them to work more efficiently in Excel. David sheds light on what can go awry with VLOOKUP; explains how to future-proof VLOOKUP; and discusses alternative f..
Excel Savvy: Tips and Techniques for Enhancing Charts
When you participate in this enlightening session, you’ll learn from Excel expert David Ringstrom, CPA, a variety of tips and techniques to help you create and automate your Excel charts. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, ..