FINANCE WEBINARS CONDUCTED ON DEMAND

COVID-19 SPECIAL PRICING thru JUNE 30, 2020

INDIVIDUAL PRICING

Webinars normally priced at $199 now offered for $119

Webinars normally priced at $149 now offered for $89

For individual attendees, please click the "Reserve Your Seat" button next to the desired webinar and we will contact you for payment and scheduling.

 

*Note: Individual priced webinars conducted when registrations reach minimum of three (3) attendees.  If within 15 days we do not have a minimum of three (3) attendees registered we will waive minimum and schedule the webinar

​​AVAILABLE WEBINARS:
 

Finance & Accounting 101 Simplified - $199 per attendee - Reserve Your Seat at COVID-19 price of $119

           

New Ways to Plan & Budget Simplified- $149 per attendee - Reserve Your Seat at COVID-19 price of $89

  

Understanding & Analyzing Financial Statements Simplified- $149 per attendee - Reserve Your Seat at COVID-19 price of $89

Small Business Management Simplified- $149 per attendee - Reserve Your Seat at COVID-19 price of $89

Controller Challenges in Changing Times- $149 per attendee - Reserve Your Seat at COVID-19 price of $89

Payroll Rules & Administration Simplified- $149 per attendee (Includes new 2020 overtime rules) - Reserve Your Seat at COVID-19 price of $89

Making of Financial Statements Simplified- $149 per attendee - Reserve Your Seat at COVID-19 price of $89

Financial Ratios Simplified- $149 per attendee - Reserve Your Seat at COVID-19 price of $89

Accounts Payables in a Paperless Environment - $149 per attendee - Reserve Your Seat at COVID-19 price of $89

Guaranteed Rules for Business Success- $99 per attendee - Reserve Your Seat at COVID-19 price of $69

Accounts Payables Internal Controls in a Paperless Environment - $149 per attendee - Reserve Your Seat at COVID-19 price of $89

Controlling Costs & Cash in Real Time - $149 per attendee -Reserve Your Seat at COVID-19 price of $89

​​

WEBINARS CONDUCTED ON DEMAND FOR GROUPS

Select the pricing option that fits your needs.  Once payment is received will contact you to schedule the webinar of your choice.

GROUP A: 1-5 ATTENDEES - $400

GROUP B: 6-10 ATTENDEES - $800

GROUP C: 11-20 ATTENDEES - $1200

OVER 20 TBD

DETAILED FINANCE WEBINAR DESCRIPTIONS

Finance & Accounting 101- Simplified: Three Webinars in One! - $199.00

Three (3) separate webinars are combined into one 90 minute webinar of composite tools & techniques to provide a comprehensive understanding of finance & accounting in simple to understand and apply tools & techniques.


Key Features:

Making of Financial Statements:

  • Transforming transactions to statements

  • Interactive exercises to illustrate accounting process

  • Overview of entire accounting process in simple to understand  steps
     

Understanding & Analyzing Financial Statements

  • Overview of three required financial statements

    • Balance Sheet

    • Income Statement

    • Cash Flow Statement

  • Key positive elements & red flags

  • Using statements as the basis for key business decisions
     

Key Business Ratios as the road to profits & productivity

  • Five categories of essential ratios

  • Calculating ratios from their financial statement source

  • Understanding how to use ratios to make key financial decisions

ACCOUNTS PAYABLES INTERNAL CONTROLS IN A PAPERLESS ENVIRONMENT - $149

Internal Controls are critical to provide checks & balances, protect company assets and adherence to   company goals & objectives. These functions are more critical in a paperless environment.
 

Accounts Payable is he core process that involves more than 80% of the company’s expenditures. Hence, the AP process is at the center of most internal controls.
 

This Webinar covers the institutional framework, foundation-principles, best practices, interactions & organizational awareness of accounts payable in a paperless environment using technology to reduce the risks & difficulty.
 

Key processes & controls covered on a technology-based platform:

  • Defined approval authority chart

  • Separation of Duties

  • Rotating processes & responsibilities

  • Maximizing technical tools

  • In-process interaction

  • In process approval & verification

  • Control of assets & assigned responsibility

  • Data management & file retention

  • Independent verification

CONTROLLING COSTS & CASH IN REAL TIME - $149.00

Cost controls are the key to sustained profit improvement. Cash Control is essential for sustained stability & viability.

 

However, in most companies we control costs after the fact vs in real time. Cash is mainly controlled post occurrence vs real time.

 

This webinar looks at how cost and cash are controlled currently as outlined above and proposes a combined teal time approach. We tend to record cost on an accrual basis but manage the enterprise on a cash basis.
 

Key features all focused on operating in a technology bases paperless environment:

  • Essentials of controlling cost and cash and the organizational advantages

  • Challenges in a paperless environment

  • Sustained success-It’s All About Cash

  • Creating a viable cost management strategy

  • Combining cost controls with cash controls

  • Using predetermined parameters to anticipate & activate approvals through in-process interactions

  • Streamlining the expenditure approval process to maximize cast & cost controls in Five Steps:

    • Envision a connected strategy by thinking outside the box

    • Empower Employees with specific actions & responsibilities

    • Employ technology to connect cost & cash goals

    • Establish real time processes activities & actions

    • Ensure file & record integrity with defined points of authorization, approval, review & validation

Understanding Financial Statements Simplified- $149.00

REMOVING MYTHS & REPLACING WITH MEANING

Key Features:

  • Improves understanding and ability to analyze financial statements

  • Simple tools & techniques for understanding & analyzing financial statements

  • Includes Balance Sheet, Income statement & Cash Flow

  • Basic Concepts & principles explored in easy to understand language

  • Sample Financial Statements provided

  • Positive & Negative signs of each outlined

  • Statement warning signs: Red Flags

  • Use in business decisions

  • A must of all business professionals that manage resources

 

Payroll Rules & Administration Simplified - $119 (Introductory Price - Limited Time)
INCLUDES NEW EMPLOYEE CLASSIFICATION & OVERTIME RULES

 

Key Features:

  • Proper classification of workers as contractors or employees

  • Proper classification of employees as exempt or non-exempt under new rules

  • Importance of job description in implementation of new rules

  • Proper implementation of FLSA rules

  • Proper payment of exempt and non-exempt under FLSA rules

  • Achieving perfection and prevention consistent with the implementation of FLSA rules The overall goal of perfection and prevention in payroll administration

  • Identifying workers as contractors vs. employees

  • Identifying employees as exempt from overtime using FLSA rules in the categories of

    • Executive

    • Administration

    • Professional

  • Salary and duties test under FLSA for exempt employees

  • The value of the job description and its proper preparation

  • Consideration of record keeping, accounting & reporting, policies & procedures

  • Proper payment to newly classified exempt and those that by default fall to the non-exempt category

  • How to handle non-discretionary bonuses consistent with paying overtime and the new overtime rules

  • Achieving perfection & prevention in payroll consistent with new rules

  • New Overtime rules are being proposed

  • Involves possible reclassification of employees from exempt to non-exempt based on the salary threshold

  • Companies must understand and implement these new rules

  • This Webinar covers a review & implementation of these new rules

New Ways to Plan & Budget Simplified - $149.00
INCLUDES SIX SIMPLE PLANNING STEPS ILLUSTRATED

 

Key Features:

  • Why rolling forecasts are critical in today’s turbulent and constantly changing environment

  • The five core components of rolling forecasts with simple explanations and exercise to reinforce the learning points

  • Six Step approach to using Rolling Forecast Model & Example

  • Converting from planning to budgeting with Budget to Actual Model & Example

  • The use of key business drivers and cash to influence and impact the future

  • The role and use of technology in rolling forecasts

  • How to use “What If” analogies to validate rolling forecasts

  • How to focus on future possibilities rather than past events to manage resources

  • How to move from data based budgeting to driver passed forecasting as the foundation for resource allocation and utilization

Controller Challenges in Changing Times - $149.00

NEW ROLES AS STRATEGIC PARTNER

Key Features:

  • Controller as strategic partner participating in all business activities

  • Running the company with the numbers not by the numbers

  • Become a Trusted Partner and Untrusting Official

  • Redefining Controller image to the soft side of business

  • Controller focus on leadership & relationship

  • Understand the role of relationships & leadership

  • Learn to provide information vs. reports

  • Preferred financial information

 

Small Business Management Simplified- $149.00

REMOVING MYTHS & REPLACING WITH MEANING

Key Features:

  • Business Plan: Blueprint for success and raising capital

  • Customer Service: Your competitive edge and opportunity to provide solutions and not just service.

  • Pleasing comes before pricing

  • Simple concepts of separating business and personal finances

  • Cost Control: Keys and cautions to cost control

  • The most essential component to business success!

     

Making of Financial Statements Simplified - $149.00

Key Features:

  • The overall connection of financial transactions to required statements of:

    • Balance Sheet

    • Income Statement

    • Cash Flow Statement

  • The basic framework of finance and accounting and the concepts and principles used to transform transactions

  • Components of each financial statement using sample statements

  • Generic type of transactions in every company

  • Simple comparison of business to personal financial statements

  • Simple meaning of finance and accounting

  • Simple meaning of cash vs. accrual accounting

  • Simple explanation of debits and credits with actual exercises to illustrate their application in transforming transactions to statements

  • Simple examples of accounts and how transactions are recorded using debits and credits with actual attendee exercises and sample transactions

  • Simple explanation of double entry accounting and why it is key to the process of accounting accuracy

 

Understanding Financial Ratios Simplified - $149.00

STATEMENTS PROVIDE RESULTS. RATIOS PROVIDE MEANING

Key Features:

  • Deep dive into relevant financial ratios to understand and apply in planning & decision making

  • Must understand & master both for full meaning

  • Financial Statements provide Results

  • Convert Results to Ratios for Meaning

  • Understand five categories of ratios

  • Includes calculations & use in planning budgeting & business decisions

  • Learn how to improve profits & productivity through ratios

  • Help manage resources through ratios

  • Ratios vs Cash in business decisions

​​​​​​

Guaranteed RULES of Business Success Simplified - $149.00

I guarantee you will learn to win in business through the utilization and application of these rules.


Key Features:

  • Business Plan: Blueprint for success and raising capital

  • Customer Service: Your competitive edge and opportunity to provide solutions and not just service.

  • Pleasing comes before pricing

  • Simple concepts of separating business and personal finances

  • Cost Control: Keys and cautions to cost control

  • The most essential component to business success!

Accounts Payable in a Paperless Environment - $119.00 (Introductory Price - Limited Time)

Key Features

  • We operate in a paperless environment with multiple technology platforms

  • We do not maximize the two in routine processes

  • Companies continuously face the challenge of improving profits in periods of static revenue & increasing stakeholder demands for greater profit

  • The best path to profits in the reduce costs through process analysis of administrative functions

  • Accounts Payables is a prime function automate and reduce cost in processing invoices & checks

  • This Webinar looks at Accounts Payables as a strategic initiative to improve profits & productivity

  • It covers a comprehensive of Accounts Payables focused on total process oriented automation

  • A Five Step Selection Solution is provided to guide you though the review & selection of systems  to fit your needs

  • A must for Financial Professionals challenged to automate internal systems e.g. Accounts Payables while improving profits & productivity

  • You will learn how to convert Accounts Payables to a strategic initiative rather than an administrative, hands on , time consuming, expensive process

Accounts Payables Internal Controls in a Paperless Environment - $149.00
INTERNAL CONTROLS BEST PRACTICES IN ACCOUNTS PAYABLES

Key Features

  • High focus on Accounts Payables

  • Best Practices in a Paperless Environment to include:

    • Institutional Framework

    • Foundation & Core Principles

    • Best Processing practices

    • Critical interactions & interfaces

    • Using technology as an enabler

    • Organizational & functional awareness

  • The entire paperless process & defined points of interaction & control

  • Best Practices to control company assets

  • Process analysis

  • Information analysis

  • Forensic accounting & accounting payables

 

Watch Previews of Carl's Webinars