Using formulas turns Excel into the world’s most powerful calculator. Whether you need to calculate loan repayments, generate a profit-and-loss account, solve Math’s or engineering problems, in fact, think of any scenario that involves addition, subtraction, division or multiplication of numbers and you’ll find that Excel is the best tool for the job. Functions are built-in formulas that have been programmed to perform a spec...

There is a saying, “a picture is worth a thousand words”. In Excel that means finding ways to represent numerical data pictorially so that your audience can quickly and easily understand it. It's often easier to look at a chart, a graph or something visual than to just look at a set of figures. Until a few years ago it was enough to take a set of numbers and create a bar chart or pie chart. Although, in the right situation these tr...

Have you looked at how your company develops strategy lately? Is your organization poised to implement strategies that create value, generate growth and result in profits? Who thinks strategically in your firm? Strategy formation and strategic thinking have evolved...make sure your strategic thinking skills are keeping pace. You need to know the answers to these questions plus...what tools still work and continue to be useful in the developmen...

I will be speaking to real life audits conducted by the Federal government for Phase 2 and beyond (I’ve been on both sides of these audits) what your highest risks are for being fined (some of the risk factors may surprise you). It seems almost daily I am receiving calls from nervous practice managers and compliance officers all over the USA regarding a HIPAA audit letter or call they have received This HIPAA training will be addressing...

One person, no matter how great or wonderful you are, can only do so much. To expand your influence, impact and results it requires you enlist the help of other talented people. They will only help you if they see what’s in it for them. Learning how to delegate is the fine art of persuasion, influence and discernment. You will only be great if you help others become great. Master the art of delegation. It is simply the best way for you t...

Depending on the size of the company, there are issues ranging from basic cash management and cash flow with risk and relationship management to more sophisticated treasury management including foreign exchange and treasury management systems. An essential part of cash management is budgeting and forecasting and managing actual against both expectations. Understanding the source of the data as well as the confidence you have in its reliability...

In this enlightening webinar, Excel expert David H. Ringstrom, CPA, introduces you to Microsoft Excel worksheet dashboards. David typically teaches from Excel 2016, but he points out any differences in earlier versions of Excel. He’s also happy to demonstrate techniques in a specific version of Excel spreadsheet upon request. David’s detailed handouts serve as reference tools you can fall back on after participating in one of his w...

This webinar will examine business cash flow, the ways in which to calculate it, and its importance in the credit risk analysis process. Participants will learn how to calculate cash flow from information contained in the Profit and Loss Statements of Businesses and the tax returns that a business generates. In addition to calculating simple cash flow which relies on Profit and Loss Statement information, participants in this webinar will look...

Bank Secrecy Act requires financial institutions to assist government agencies to detect and prevent money laundering. In May 2013 FinCEN published issue #23 of The SAR Activity Review Trends Tips & Issues. Table 2 documents the most frequent activities defined in Category S – Other. Tax Fraud or Evasion makes up 22% of those cases. FinCEN goes on to discuss an Overview of Correspondent Banks, Tax Havens, Shell, Shelf and Offshore Co...

Both individuals and businesses need to be aware of the risks of identity theft. One major question is “How do criminals steal personal information from individuals and businesses?” The financial costs to individuals can be in the tens of thousands of dollars and to businesses in the millions of dollars. It is important to recognize these risks and take steps to mitigate the risks. WHY SHOULD YOU ATTEND The first step in protecting...