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FIGHT INFLATION BY OPTIMIZING WORKING CAPITAL WITH  ADVANCED TECHNOLOGY (New Topic)

Inflation is the current condition of the business environment. Working Capital must be optimized to respond to inflation, rising interest rates & demand pressures for payment.

 

Key Takeaways:

• Definition & impact of inflation on capital/cash flow

• Inhibitors to efficient cash flow

• Improvements to cash flow with advanced technology

• Create a cash-centered culture

 

FINANCE & ACCOUNTING 101 SIMPLIFIED: (Trending)

A composite presentation of three webinars. Designed to provide a foundation for non-financial professionals and a refresher for financial professionals. 90 minutes including Q&A

• Making of Financial Statements Simplified

• Understanding Financial Statements Simplified

• Understanding Financial Ratios Simplified

 

MAKING OF FINANCIAL STATEMENTS: (Separate Webinar)

Understand how financial transactions are transformed into financial statements using simple interactive exercises.

 

Key Takeaways:

• Learn   the entire accounting process   using six generic transactions

• Learn how financial transactions are transformed to statements

 

UNDERSTANDING FINANCIAL STATEMENTS SIMPLIFIED: (Separate Webinar)

Simple tools & techniques for understanding & analyzing the three required financial statements-Balance Sheet, Income Statement, Cash Flow.

 

Key Takeaways:

• Key positive points from statements & terminology

• Key Red Flags from statements

• Key ratios, terminology, concepts & principles

 

UNDERSTANDING FINANCIAL RATIOS SIMPLIFIED: (Separate Webinar)

Understanding & analyzing 5 basic categories of   financial ratios to improve profits & productivity.

 

Key Takeaways:

• Five key ratio calculations to include source of data

• Meaning of key ratios

• Decision making using of key ratios to improve profits & productivity

• Making cash the center of all business decisions

 

 

CONTROL EXPENSES & CASH BY UNITING ACCOUNTS PAYABLE & RECEIVABLE WITH TECHNOLOGY. PREVENT FRAUD WASTE & ABUSE ACCELERATED BY COVID-19. (Trending)

Webinar covers how the dynamic duo of Accounts Payable & Receivable   can be linked to control expenses & cash as well as prevent fraud waste & misuse.

 

Key Takeaways:

• Three Steps to transform to transactions based fully interactive AP & AR processes

• Using technology to connect transactions in a “work from anywhere” environment

•  Prevent employee fraud waste & misuse accelerated during COVID-19

 

 

RE-IMAGINE PLANNING & BUDGETING IN AN INFLATION DRIVEN   COVID-19 ENVIRONMENT:

Tools & techniques to transition from traditional data-based budgeting to new Rolling Forecasts techniques based on forward projections of Key Business Drivers

 

Key Takeaways:

• Rolling Forecast meaning & concepts

• Six steps excel based platform to convert to Rolling Forecasts

• Two steps excel based platform to migrate forecasts to budget system

  

 

ACCOUNTS PAYABLE INTERNAL CONTROLS BEST PRACTICES IN A PAPERLESS ENVIRONMENT IN AN INFLATION DRIVEN  COVID-19 ENVIRONMENT(Trending)

Internal controls must be established and maintained in a paperless Accounts Payable environment; the central processing point for all finance activities. It is more challenging to establish internal controls in a paperless environment.

 

Key Takeaways:

• Internal control institutional framework, foundation-principles, best practices

• Interactions, & organizational awareness of internal controls in a paperless environment

• Technology as an enabler to transactions-based processes and inhibitor to fraud waste & misuse accelerated under COVID-19 “work from anywhere” environment

 

 

PAYROLL RULES AND ADMINISTRATION SIMPLIFIED INCLUDING NEW DOL OVERTIME RULES PLUS  INFLATION & COVID-19 CONCERNS & CHALLENGES (Added content trending)

Tools & techniques to understand payroll rules & administration under new DOL guidelines.  Includes impact of inflation, “work from anywhere”  & COVID-19 on payroll & wages.  New payroll trends & technologies. 

 

Key Takeaways:

• Proper classification & payment of   Contractors, Exempt & Non-Exempt employees

• New Dept of Labor approved classifications, guidelines & rules of overtime payments

• Six steps implementation plan for the new DOL rules & guidelines

• “Work from Anywhere” (WFA) trend on payroll & wages

• Impact & concerns of inflation on payroll & wages

• COVID-19 concerns & challenges

• New payroll future trends and technologies

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RE-IMAGINE CONTROLLER CHALLENGES IN  AN INFLATION DRIVEN  COVID-19 ENVIRONMENT:(Added content)

New role for the Controller in a turbulent business climate. Focuses on Controller as strategic partner participating in all business activities.

 

Key Takeaways:

• Controller’s new role as strategic partner

• Running the company by the numbers vs running the company with the numbers

• Includes cares & concerns in a post COVID-19 environment.

• Coping with inflation in today’s turbulent business environment

• New forecasting & budgeting techniques

 

 

AUTOMATE TO ACTIVATE EFFICIENT ACCOUNTING CLOSE.

Accounting is often called a constant series of closing the books. Timeliness in closing the book is key and typically takes too long. Automation through integrated technology is the key to quick efficient accounting close.

 

Key Takeaways:

• Automation the key to efficient accounting close

• Closing the books in 3 days or less

• Create a closing game plan & coordinator

• Efficient accounting close in “work from anywhere” environment

 

RE-IMAGINE FINANCE & ACCOUNTING IN A COVID-19 ENVIRONMENT:

 Webinar addresses Organization-Processes-Procedures-Controls & Creating a new finance & accounting normal.

 

Key Takeaways:

• HowCOVID-19 required businesses to destroy traditional norms of operation and resort to a survival mentality.

• Lessons learned from COVID-19 to replace in-house organizations, processes, procedures & controls hastily employed, to cope with the turbulent economy and environment created by COVID-19.

• How to re-imagine finance & accounting organization, processes, procedures & controls as the foundation for a new normal to improve profits & productivity

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PLANNING & BUDGETING BASICS FOR NON FINANCIAL PROFESSIONALS 

Overview of basic planning & budgeting tools and techniques specifically designed for non-financial professionals.

 

Key Takeaways:

• Basic background and understanding of planning & budgeting

• Fundamentals of planning, budgeting as relates to finance & accounting

• Relevant reporting review & analysis of planning & budgeting

 

 

COMMUNICATING FINANCIAL INFORMATION TO NON-FINANCIAL STAKEHOLDERS.

Provides financial professionals with tools & techniques to communicate financial information.

 

Key Takeaways:

• Bridging the gap between finance knowledge and information relevant to the management of financial resources.

• Communicating financial information to customers & stakeholders in terms they can understand.  This is a challenge of the

• Suggested forms of financial information and the techniques of communicating.

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RE-IMAGINE SMALL BUSINESS MANAGEMENT SIMPLIFIED IN A COVID-19 ENVIRONMENT:

 This webinar provides tools & techniques for coping in the COVID-19 & post COVID-19 environment

 

Key Takeaways:

• Key concepts, tools techniques, methods & models for successful small business management based on actual experience of trainer.

• Three key success elements, Customer Cost & Cash

• Simple model for establishing prices

• Managing cash & finances 

 

 

 

 

 

 

 

 

 

 

 

 

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