Training Options

  • Recorded (only for one participant)
        US$871.00   US$1,743.00
    You Save: US$872.00 (50%)*

    Webinar Packs Access recorded version only for one participant; unlimited viewing for 6 months.
    (For Customize Webinar Packs Please Call Customer Care)

  • Refund Policy


Instructor : Miles Hutchinson
Product Id : 30378PACK

Overview: Join us and you can begin to develop a solid plan to move your company toward sales and use tax compliance. Experienced CPA and businessman, Miles Hutchinson, will review the basics of sales and use taxation with you and answer your questions. He will discuss legal developments in the area of taxation of internet sales. You will receive practical guidance to avoid penalties due to the ever increasing instances of audits by state taxing authorities.

Why should you attend:

Sales tax? Use tax? What's the difference? Must I charge tax on my internet sales? Will I owe taxes in more than one state for the same sale? Why is my drop shipper charging me tax? Why did I receive a NEXUS Questionnaire and what if I don't respond to it? I just got a notice that I have to conduct a self-audit and report my findings to the state - is this for real? I need help!

Areas Covered in the Session:

  • Learn the difference between a sales tax and a use tax
  • Identify taxable sales and non-taxable sales
  • Learn the how to determine whether the tax basis is equal to the sale of property or sale of services or both (the states are inconsistent)
  • Determine whether you will owe tax on your internet sales
  • Discover what the major internet retailers are doing to avoid charging sales tax on their sales and how/why bricks and mortar retailers oppose them
  • Learn the latest information about the Main Street Fairness Act
  • Identify the three key factors that could ensure exemption of freight charges from tax
  • Learn about the limited protection provided by exemption certificates (they do not indemnify you from liability)
  • Identify the nexus triggers to avoid having to register and pay taxes in states other than your home state
  • Discover best practices for dealing with nexus in states other than your home stated when you haven't registered as required
  • Identify the key policies and procedures your company should have in place to help with compliance and tax audits
  • Examine the pros and cons of obtaining amnesty through the streamlined sales tax project
  • Receive a list of valuable resources to help you learn the different requirements of individual states for exemption specific transactions from tax

Who Will Benefit:

  • Controllers
  • CFOs
  • Tax Managers
  • Accounts Payable Managers
  • Purchasing Managers
  • Compliance Managers


Instructor : Miles Hutchinson
Product Id : 30378PACK

Overview: Grab a cup of coffee and join us to learn how to analyze the numbers, and use this intel to juice up virtually every facet of your organization's operations from marketing, to finance, to HR, to customer service and sales.

Use our proven model to quickly assess the financial condition and results of operations of any business using trend and ratio analysis. Join C-suites and business analysts from around the country and empower your team to maximize the benefit from your crystal clear understanding of the numbers.

Why should you Attend:

Accounting and finance is supposed to be the international language of business. If so, then why do we struggle so much to make sense of the numbers? Are we so busy managing our business and leading our staff, that we don't have time to wade through the financials, discover the trends, draw proper conclusions and take appropriate action? What if our peers, or worse, our competition understands our numbers better than we do?

In just 90 minutes, Miles Hutchinson, experienced CPA/CGMA and business adviser, will explain how to quickly and thoroughly analyze the financial condition and results of operations of any publicly traded company!

Areas Covered in the Session:

  • Review the components of the annual report of a prominent publicly traded company and learn how to use this wealth of information
  • Use the annual report to perform a fundamental financial analysis
  • Learn the various types of financial analysis and their purpose
  • Learn the key ratios to evaluate a company's liquidity, leverage and operating performance
  • Identify the key benchmarks to help determine whether a company's ratios are in line with competitors
  • Understand horizontal and vertical analysis and how they can be used to identify key trends
  • Bonus: receive our advanced excel hosted financial model complete with all ratios, horizontal and vertical analysis
  • Use our model to perform financial analysis on other company financial statements, including yours
  • Receive benchmark information to use in determining the quality of your analyses
  • Learn about resources available to perform comparative studies between companies in the same economic sector - even private companies

Who Will Benefit:

  • Financial Executives
  • HR Managers
  • Accounting Managers
  • Department Managers
  • Business Unit Managers


Instructor : David Ringstrom
Product Id : 30378PACK

Overview: You've likely experienced the "blur" that sets in when you're working in a large spreadsheet. Or the frustration in tasks that consume far more time in Excel than you feel they should.

You'll be able to arrange two or worksheets onscreen at the same time, instead of repeatedly clicking back and forth between worksheet tabs. An unsung feature in Excel is the Custom Views feature that lets you hide and unhide rows/columns/worksheets with ease, as well as store different print settings for a single worksheet. Few users capitalize on the Watch Window feature which offers both monitoring of key worksheet cells but also instant access with a simple double-click. The Watch Window also doubles as a spreadsheet auditing feature. Excel is full of hidden nuances, such as the ability to bring back the full-screen Print Preview window in Excel 2010 and later, instead of suffering eye-strain and frustration with the Backstage print preview window on Excel's File menu. Many repetitive tasks in Excel are avoidable. For instance, you can reduce the repetitive tasks of manually freezing certain rows on screen from reports that you export daily from online systems such as CRM software or accounting packages down to a single keystroke.

You'll also see how to tamp down the size of large workbooks, in some cases back to a level where they can be emailed. This technique can also improve the performance of calculation-intensive workbooks. David will teach from primarily from Excel 2010, but will demonstrate new features in Excel 2013 when warranted, as well as disclose any differences in Excel 2007. Coverage of Excel 2003 will be limited to questions raised by the audience.

Why should you Attend: Large spreadsheets slow users down in numerous ways. Navigating through large worksheets or workbooks often makes data blur, leading to unnecessary fatigue and loss of perspective. Other ripple effects such as unnecessary keyboard and mouse actions cause wrist strain-but this doesn't have to be your experience in Excel. In this webinar you'll learn about techniques and features-some hidden, others simply overlooked-that can enable you to finesse even the most unwieldy data sets and spreadsheets. Learn efficiencies that you can apply immediately from an expert who has spent more than two decades immersed in spreadsheets of all shapes and sizes.

Areas Covered in the Session:
  • See how to arrange two worksheets from within the same workbook onscreen at the same time.
  • Avoid repetitive work by creating a keyboard shortcut for Excel's Freeze Panes feature.
  • Use the Watch window to easily monitor the ramifications of even minor changes to your workbooks.
  • Navigate large workbooks with ease by way of a hidden menu, as well as keyboard shortcuts.
  • Learn the power--and the risks--of grouping worksheets.
  • Use Excel's Custom Views feature to hide and unhide multiple worksheets with ease.
  • Restore "classic" Print Preview functionality to Excel 2007 and later.
  • Learn tricks to simplify printing information from large workbooks or worksheets.
  • Learn techniques that let you reduce the file size of bloated Excel workbooks.

Who Will Benefit:
  • CFOs
  • Controllers
  • Investment Analysts
  • Financial Analysts
  • Business Analysts
  • Forecasting & Planning
  • M&A Specialists (Mergers & Acquisitions)
  • Risk Managers
  • Strategic Planners
  • Capital Expenditure Planners
  • Cost Accountants
  • Managerial Accountants


Instructor : David Ringstrom
Product Id : 30378PACK

Overview: You'll not only learn how to control a user's actions, but you'll also learn how to make your spreadsheets as future-proof as possible. You'll also learn techniques that can significantly save you time when making a spreadsheet as "user-proof" as possible.

The session will lead off with a discussion of look-up formulas in Excel. Spreadsheet-based data is often dynamic, so functions such as VLOOKUP help spreadsheet stay resilient and minimize future maintenance. However, VLOOKUP can easily trigger errors such as #N/A or #REF!, so you’ll see how to contain these errors to avoid ripple effects through your entire workbook. One of the biggest risks within spreadsheets is the need to circle back and rewrite formulas because an unexpected amount of additional data was added to a spreadsheet. You’ll see how the Table feature in Excel can future-proof Excel spreadsheets so that you can create resilient set-and-forget formulas in Excel. Documenting proper use of spreadsheets can be tedious, and most users don’t have the time to reference external instructions. Instead you’ll see how to use Data Validation to control a user’s actions and document the spreadsheet all at once. Crafty users can by-pass Data Validation but Excel has a hidden audit step you can apply to easily determine when someone has “colored outside the lines” in your spreadsheet.

Locking spreadsheets down is often a tedious and frustrating exercise, because it’s important to lock all formulas and cells that you don’t want the user to change, but also be sure to unlock any cells you do want the user to be able to modify. You’ll learn now to toggle the locked/unlocked status of cells with a keystroke, and then see how to use Conditional Formatting in Excel to determine the locked/unlocked status of your entire spreadsheet at a glance.

David will teach from primarily from Excel 2010, but will demonstrate new features in Excel 2013 when warranted, as well as disclose any differences in Excel 2007. Coverage of Excel 2003 will be limited to questions raised by the audience.

Why should you Attend: Spreadsheets can pose catastrophic risks to organizations. J. P. Morgan Chase’s “London Whale” debacle that caused billions in trading losses resulted from a poorly designed Excel spreadsheet. Most spreadsheets present a free-for-all atmosphere where users can do anything they want in any worksheet cell. Fortunately there are a number of internal control measures that you can apply to Excel spreadsheets to simultaneously manage risk and help the end-user work more efficiently.

Learn internal control measures that you can apply immediately from an expert who has spent more than two decades immersed in spreadsheets of all shapes and sizes.

Areas Covered in the Session:
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function.
  • Future-proof VLOOKUP by using Excel's Table feature instead of referencing static ranges.
  • Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Excel support each of these worksheet functions.
  • Minimize ongoing spreadsheet maintenance with Excel's Table feature.
  • Specify a range of whole numbers that a user can enter in a worksheet cell.

Who Will Benefit:
  • CFOs
  • Controllers
  • Investment Analysts
  • Financial Analysts
  • Business Analysts
  • Forecasting & Planning
  • M&A Specialists (Mergers & Acquisitions)
  • Risk Managers
  • Strategic Planners
  • Capital Expenditure Planners
  • Cost Accountants
  • Managerial Accountants


Instructor : Mike Morley
Product Id : 30378PACK

Overview: This session will raise awareness of fraud issues in Accounts Payable and examine processes to mitigate the risk associated with Accounts Payable to comply with SOX. It will provide you with the tools you need to establish and maintain strong internal controls that meet Sarbanes-Oxley standards by reducing risk and protecting company assets.

Why should you Attend: Setting up controls for the purchasing process and analyzing the risk to the financial statements can be a daunting task. Since a large company has to purchase many different items every day, there is a real potential for fraud.

Areas Covered in the Session:
  • Safeguarding inventory purchasing
  • Examining supplier payments
  • Reviewing risks associated with payroll and taxes
  • Know best practices and types of approvals
  • Reviewing repetitive processes
  • Understanding the dangers inherent in inter-company payments
  • Verifying accruals
  • Assess currency issues
  • Building and using audit trails

Who Will Benefit:
  • Financial Managers and Controllers
  • CFO’s and other Company Executives
  • Accounting and Reporting Managers
  • Accountants
  • Auditors and staff
  • Business and Operations Managers
  • Anyone involved in the SOX compliance process


Instructor : Miles Hutchinson
Product Id : 30378PACK

Overview: Are you responsible for payroll or employer tax withholding compliance? Or maybe you were recently hired or promoted into the payroll department. During your indoctrination you are surprised at all the interesting things to do and how important this role is to the success of the company.

Learn where to find the authoritative rules to support your policies and procedures. Accelerate your learning using our organized and thoughtful delivery and determine to step into your role with confidence.

Why you should Attend: If you are concerned about your company’s ability to comply with U.S. labor and payroll laws, join us for a quick introduction and help ensure your company pays your employees fairly and handles tax and other withholdings properly.

Areas Covered in the Session:
  • Who must be treated as an employee v. who may be treated is an independent contractor
  • Worker classifications under the Fair Labor Standards Act
  • Other IRS worker classifications
  • What constitutes compensable travel time under the Portal Act
  • Who is entitled to Overtime Pay
  • What qualifies as hours of work
  • Call back and Show-up pay
  • Form W-4 Exemption Allowance Issues
  • How to use Form SS-8 and what to never do with this form
  • Form 941 quarterly Employee Earnings and Tax Withholding Report

Who Will Benefit:
  • Payroll Managers
  • Payroll clerks
  • HR Managers
  • Information Reporting Officers
  • Tax Managers
  • Compliance Officers
  • Compliance Managers
  • CFOs
  • Controllers
  • Accounting Managers
  • Auditors


Instructor : Miles Hutchinson
Product Id : 30378PACK

Overview: We will begin with the methods of identifying workers who may be non-resident aliens and proceed to the forms and methods of collecting the necessary information to determine whether back-up withholding is required. Next we will examine the rules and forms for proper depositing of back-up withholding taxes and the required reporting to the worker as well as to the IRS. Please note, beginning in 2014 the number and complexity of the forms have both increased due to the implementation of FATCA, the Foreign Accounts Tax Compliance Act.

This course will briefly introduce FATCA and show the impact on the Forms W-8 (now five forms instead of four). The course will focus on Chapter 3 of the internal revenue code related to the payment of FDAP income to non-resident aliens (including an explanation of FDAP income).

Why should you Attend: Join us to obtain the best tools available to identify your Nonresident Alien payees (NRA's) and bring your company into compliance with the 30% backup withholding requirements on dollar one. In just 90 minutes, you can begin to develop a solid plan to move your company toward near absolute regulatory compliance, efficiency improvements, standardized processes, & adequate documentation to ensure your NRA's are properly handled according to IRS and tax treaty regulations. You will learn how to obtain the treaties and confirm exemption claims made by your NRA's with the IRS.

Areas Covered in the Session:
  • How to determine whether Nonresident Aliens are working for you
  • Review the five forms W-8 including the new W-8BEN-E just released in Q1-2014
  • Learn about the drafts of revised forms W-8 soon to be released
  • Learn how to determine which W-8 to provide to the NRA
  • Discover how a NRA individual must support their claim of exemption from withholding
  • Learn the best way to handle questions form NRAs who do not understand your requests or the forms
  • Examine a tax treaty and learn how to use it to confirm a claim of exemption from or reduced rate of backup withholding
  • Discover how to make your backup withholding deposits timely and keep the IRS from confusing them with your payroll tax withholding deposits
  • Study the 1042-S and related forms for filing and reporting backup withholding on the Annual Withholding Tax Return
  • Avoid the penalties for under-withholding and failure to report your NRA's
  • Discover the best practices for managing NRA information reporting and backup withholding

Who Will Benefit:
  • Information Reporting Officers
  • Tax Managers
  • Compliance Officers
  • Compliance Managers
  • CFOs
  • Controllers
  • Accounting Managers
  • Bank Managers
  • Auditors
  • IT Managers
  • Risk Managers


Instructor : Miles Hutchinson
Product Id : 30378PACK

Overview: What are the rules regarding paying and IRS reporting on Independent Contractors? How do I avoid the IRS CP-2100 (B-Notices)? What if my vendor claims exemption; must I obtain a W-9 anyway? What are the best practices? How can I minimize risk of improper exemption claims by my vendors? Get the answers to these and related questions to reduce your risk of huge penalties from the IRS.

Why should you Attend: Learn the rules requiring W-9 documentation and 1099 reporting. Learn how to establish the independent contractor relationship with the right documentation. Understand the rules and keep your company in compliance. Ensure that your records will stand the scrutiny of an IRS 3rd Party Documentation and Reporting audit. Avoid the onerous penalties for noncompliance and build the best defense against the 972-CG Notice of Proposed Penalty Letter.

Areas Covered in the Session:
  • Starter Question: How can we best set up an independent contractor in our vendor payment system to ensure compliance with the IRS reporting rules?
  • Protocols for setting up new vendors (ICs)
  • When to require a Form W-9
  • How to test the accuracy of the W-9 information with the IRS's records - for free!
  • Who and what you pay determines whether you must report (1099 reporting)
  • Forms to use to document your independent contractor as reportable or non-reportable
  • Required governmental reporting on ICs
  • Form 1099-Misc - guidelines for proper use and classification of diverse payments on this form
  • Best practices for filing 1099s with the IRS - TIP: never file early!
  • The government wants to remove the exemptions - what this means to you

Who Will Benefit:
  • CFOs
  • Controllers
  • Accounting Managers
  • Tax Managers
  • Accounts Payable Managers
  • IT Managers
  • Compliance Managers


Instructor : Miles Hutchinson
Product Id : 30378PACK

Overview: Gain valuable insight into the complex issues of interstate sales and the obligations of out-of-state (foreign) sellers to collect the destination state’s taxes. Get up-to-date information about the retailing giants and their fights with the various states. Take a ring-side seat with an expert who will share the anticipated outcomes.

Why should you attend:

Will I owe taxes in more than one state for the same sale? Must I charge tax on my internet sales? Why is my drop shipper charging me tax? Why did I receive a NEXUS Questionnaire and what if I don’t respond to it? Learn the nexus triggers and the risks of not registering. Handle state nexus questionnaires with ease. Take the best corrective action when you discover you are out of compliance.

Areas Covered in the Session:

  • The definition of Sales and Use Tax Nexus and why it is important to your company
  • Perform a SWOT analysis of your company regarding sales and use tax knowledge and risk exposure.
  • What the states are doing to cast a wider net; how they intend to, eventually, get all foreign businesses to register and collect their taxes
  • Get proactive. Lobby your government leaders on this subject.
  • Where the mega retailers stand in their fights to avoid universal sales and use tax nexus and why their fight is your fight
  • Stay connected. Always be aware of the state’s moves. Stay ahead of the states by planning for their success while defending your preferences.
  • Where to begin if your company is delinquent in registering, collecting and remitting other states’ sales and use taxes
  • Learn how to work out “Offers in compromise” or “Voluntary Disclosures” before the state finds you.

Who Will Benefit:

  • Controllers
  • CFOs
  • Tax Managers
  • Accounts Payable Managers
  • Purchasing Managers
  • Compliance Managers


Instructor : Miles Hutchinson
Product Id : 30378PACK

Overview: Miles Hutchinson, will show you how to unlock the power of scroll bars and spinners, goal seek, one and two-input data tables and scenario manager in your models. He will provide you with samples of the tools demonstrated during the webinar along with complete instructions for creating and using each of these tools.

Why should you Attend: What if our projections are incorrect? How much variation can we live with when making decisions involving significant amounts of time, money and other resources? How can we express the degree of variation in the expected results current operations and future projects? How well do we quantify upside potential AND the downside risk in our decision making? We are constantly re-evaluating our actions. How do we know, up front and with certainty, we will be able to weather decision gone bad? Financial modeling and forecasting from reasoned logic, realistic ranges for our significant variables and proper application of sensitivity testing should provide us with the answers to these questions.

Areas Covered in the Session:
  • Learn "Best Practices" - Top 20 guidelines of effective model design, development and delivery
  • Apply Scroll Bars and Spinners to individual cells and flex them over their relevant ranges with the touch of your mouse
  • Use Goal Seek to discover how much a single variable must move to reach a desired outcome
  • Use Data Tables with one or two-inputs to deliver an array of outcomes from your model in just seconds
  • Use Scenario Manager to store selected groupings of inputs and resulting outcomes
    • Use Scenario Manager to consolidate all "versions" of your model into one file
    • Use the built-in Scenario Summary report to compare your Scenarios side-by-side, automatically!
  • Expand your skills in financial modeling to a level you never dreamed of in just 90 minutes!
  • Bonus – download a copy of the demo model. Receive the answer key to our demonstration! Repeat the lessons at your own pace after the webinar is ended with full instructions provided for each tool

Who Will Benefit:
  • CFOs
  • Controllers
  • Investment Analysts
  • Financial Analysts
  • Business Analysts
  • Forecasting & Planning
  • M&A Specialists (Mergers & Acquisitions)
  • Risk Managers
  • Strategic Planners
  • Capital Expenditure Planners
  • Cost Accountants
  • Managerial Accountants


Instructor : Miles Hutchinson
Product Id : 30378PACK

Overview: Grab a cup of coffee and join us to learn how to improve your KPI focus, and juice up virtually every facet of your organization's operations from marketing, to finance, to HR, to customer service and sales. Ensure your Performance Dashboards are crisp, attention grabbing and clearly identify significant performance trends. Know whether your business is meeting or exceeding its goals with your early warning system of leading and trailing performance indicators.

Join C-suites and business analysts from around the country and empower your team to maximize the benefit from your own performance dashboards.

Why should you Attend: Creating KPI dashboards for your company is a multi-disciplined initiative requiring executive leadership and support. This effort frequently draws on disciplines from across the entire organization. Cooperation is needed from multiple divisions and departments. Invite the team to join you. Together we will identify the best dashboards and KPIs for your organization and lay the groundwork for designing, populating and communicating the right information to the right people at the right time and in the right way to help ensure they, and you, exceed your goals.

Areas Covered in the Session:
  • What is a KPI
  • Learn how you can identify your organization's KPIs
  • Learn the three applications of KPI dashboards
  • Use dashboards to assess your organizational and technical efficiency
  • How to align your dashboard structure to its application
  • How to create an effective KPI team - identify the key participants
  • How to establish a well-managed roll-out methodology to get the most benefit from your dashboards
  • How to ensure the final product is an effective strategic leadership tool
  • What to measure: operational versus financial measures
  • How balanced scorecards fit into the KPI development plan
  • How to use process analysis to improve your KPI measures
  • How to ensure your KPI dashboard will be successful - the action plan
  • Examples of effective KPI dashboards
  • References to rich resources to help you develop your KPI dashboards

Who Will Benefit:
  • Financial Executives
  • HR Managers
  • Accounting Managers
  • Department Managers
  • Business Unit Managers


Instructor : David Ringstrom
Product Id : 30378PACK

Overview: Look-up formulas such as VLOOKUP allow you to return data from other locations in your spreadsheets without linking to individual worksheet cells. However, VLOOKUP can't always return the data that you need. In this session Excel expert David Ringstrom, CPA explores the nuances and limitations of VLOOKUP, helps you expand your use of this function, and then leaves you with a handful of alternatives.

Why should you Attend:
  • Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Excel support each of these worksheet functions.
  • Discover how to use wildcards and multiple criteria within look-up formulas
  • Don't be caught off-guard by the new IFNA function available to Excel 2013 users.
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function.
  • Master the versatile SUMIF function.
  • Perform dual lookups, where you look across columns and down rows to cross reference the data you need
  • See how to arrange two worksheets from within the same workbook onscreen at the same time.
  • See why the MATCH and INDEX combination is often superior to VLOOKUP or HLOOKUP
  • Uncover the limitations of VLOOKUP, along with alternatives.
  • Use the SUMIFS to sum value based on multiple criteria.

Areas Covered in the Session:
  • Understand how to use VLOOKUP to perform both exact and approximate matches.
  • Use the MATCH function to overcome a data integrity risk with VLOOKUP.
  • See how the SUMIF and SUMIFS functions can serve as alternatives to VLOOKUP.

Who Will Benefit:
  • CFOs, Controllers
  • Investment Analysts, Financial Analysts, Business Analysts
  • Forecasting & Planning, M&A Specialists (Mergers & Acquisitions)
  • Risk Managers, Strategic Planners, Capital Expenditure Planners
  • Cost Accountants, Managerial Accounts


Payment Methods

Contact Us

NetZealous LLC,
161 Mission Falls Lane, Suite 216,
Fremont, CA 94539, USA.

Information

  Refund Policy
  +1-800-447-9407
  support@compliance4All.com