This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a...
This session explores the importance of internal controls with an emphasis on best practices for small- and medium-sized entities. We will examine the roles of both preventive and...
The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most...
Resilience training was originally developed to strengthen individuals in high-risk groups like law enforcement, firefighters, and the military. This course also speaks to...
Business professionals can automate data collection processes by using today’s electronic forms. Learn about these tools and how to deploy them in this session.
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what...
Team development and performance are critical to leadership success. In this session, participants will examine team formation, learn about the balance between team performance and...
Microsoft Teams is one of the most exciting personal and organizationally productivity tools to ever appear on the business landscape. With Teams, you can communicate and...
There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons? How can we balance these opposing views? This...
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on business income tax issues with an...
The Teams app is designed to be the foundation for all that you do in Office 365. If you understand and embrace that tenet you will maximize the ROI of your Microsoft 365...
This discussion outlines situations where ‘legal’ and ‘ethical’ are not necessarily in alignment. How should you handle these issues? We will detail a better thought process to...