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Live Webinars Recorded Webinars
  • 19
  • August
  • 2020
  • Wednesday
10:00 AM PDT | 01:00 PM EDT

Reporting Name Foreign Financial Accounts

Many of our client's may be engaged in either cash transactions or have opened foreign bank accounts to avoid IRS scrutiny. This class will alert you to IRS enforcement efforts and the compliance requirements for foreign accounts.

Robert E. McKenzie Robert E. McKenzie | Duration:90 Minutes | Price: $150.00 View Details
  • 19
  • August
  • 2020
  • Wednesday
10:00 AM PDT | 01:00 PM EDT

Applying Internal Control Techniques to Excel Spreadsheets

Excel expert David Ringstrom, CPA, shows you how to implement internal control features within your Excel spreadsheets in this enlightening presentation.

David Ringstrom David Ringstrom | Duration:60 Minutes | Price: $150.00 View Details
  • 25
  • August
  • 2020
  • Tuesday
10:00 AM PDT | 01:00 PM EDT

2020 IRS Representation Update

Over the past several years, the IRS has seen its budget cut significantly. There has been a corresponding reduction in the quality of service that it provides, including a dramatic cutback in its enforcement efforts.

Robert E. McKenzie Robert E. McKenzie | Duration:90 Minutes | Price: $150.00 View Details
  • 25
  • August
  • 2020
  • Tuesday
10:00 AM PDT | 01:00 PM EDT

Excel Formulas and Functions

Built in to Excel are over 450 functions - a potent set of power tools that simplifies certain kinds of formulas and gives you a huge number of computational possibilities. Many Excel functions provide extended analytical capabilities and open the door to more efficient use of Excel.

Dennis Taylor Dennis Taylor | Duration:60 Minutes | Price: $150.00 View Details
  • 25
  • August
  • 2020
  • Tuesday
10:00 AM PDT | 01:00 PM EDT

It's So Hard to Say Goodbye. Understanding the Value of Your Company, the options for Succession Planning or Selling The Company, and Estate Planning

This Session will focus on how to value a company and how to successfully transfer the company and capture that value while minimizing the tax liability and then the Estate Planning that follows.

Roman Basi Roman Basi | Duration:60 Minutes | Price: $150.00 View Details
  • 27
  • August
  • 2020
  • Thursday
12:00 PM PDT | 03:00 PM EDT

The Credit Manager's Tool Box - Tools And Techniques For Making Sound Credit Decisions

This webinar will provide guidance on how gather information, evaluate it, and make sound credit decisions on prospective clients and existing borrowers.

Dev Strischek Dev Strischek | Duration:60 Minutes | Price: $150.00 View Details
  • 28
  • August
  • 2020
  • Friday
10:00 AM PDT | 01:00 PM EDT

Master Excel: What-If Analysis Tools

Excel expert David H. Ringstrom, CPA, draws your attention to the What-If Analysis tools available within Excel’s Data menu in this informative presentation.

David Ringstrom David Ringstrom | Duration:60 Minutes | Price: $150.00 View Details
  • 2
  • September
  • 2020
  • Wednesday
12:00 PM PDT | 03:00 PM EDT

Cash Flow Analysis Of Borrower's Repayment Ability

There is an old saying in credit analysis, "Borrowers pay back loans from cash flow, not profits."

Dev Strischek Dev Strischek | Duration:60 Minutes | Price: $150.00 View Details
  • 3
  • September
  • 2020
  • Thursday
10:00 AM PDT | 01:00 PM EDT

Master Excel: Excel Dashboards

In this informative webcast, Excel expert David H. Ringstrom, CPA, introduces you to the concept of Microsoft Excel dashboards.

David Ringstrom David Ringstrom | Duration:60 Minutes | Price: $150.00 View Details
  • 9
  • September
  • 2020
  • Wednesday
10:00 AM PDT | 01:00 PM EDT

Shortcuts for Managing Excel Lists and Databases

This webinar will teach you how to take huge amounts of data and produce meaningful information from that data.

Tom Fragale Tom Fragale | Duration:60 Minutes | Price: $150.00 View Details
  • 11
  • September
  • 2020
  • Friday
10:00 AM PDT | 01:00 PM EDT

2020 IRS Collection Procedures

This class will discuss the collection methods the IRS is using in the new enforcement environment.

Robert E. McKenzie Robert E. McKenzie | Duration:90 Minutes | Price: $150.00 View Details
  • 15
  • September
  • 2020
  • Tuesday
10:00 AM PDT | 01:00 PM EDT

Filtering Techniques for Microsoft Excel Data

This webinar will teach you how to take huge amounts of data and produce meaningful information from that data.

Tom Fragale Tom Fragale | Duration:60 Minutes | Price: $150.00 View Details
  • 16
  • September
  • 2020
  • Wednesday
10:00 AM PDT | 01:00 PM EDT

Outlook Best Practices: Get Organized with Microsoft Outlook

This 60 minute Get Organized with Outlook session will encourage and enlightened Outlook users on how to use Microsoft Outlook to more confidently and efficiently organize their information and commitments.

Tom Fragale Tom Fragale | Duration:60 Minutes | Price: $150.00 View Details
  • 17
  • September
  • 2020
  • Thursday
12:00 PM PDT | 03:00 PM EDT

The Income Statement - What a Banker Can Learn About a Borrower from Its Profit and Loss Statement

This program is designed to show bankers, lenders and credit professionals:

Dev Strischek Dev Strischek | Duration:60 Minutes | Price: $150.00 View Details
  • 18
  • September
  • 2020
  • Friday
10:00 AM PDT | 01:00 PM EDT

Excel Update: Logic Functions: IF, AND, OR, and More

If you're looking for ways to improve the integrity of your decision-making formulas other than relying on Excel's IF function, you'll find this presentation quite helpful.

David Ringstrom David Ringstrom | Duration:60 Minutes | Price: $150.00 View Details
  • 29
  • September
  • 2020
  • Tuesday
12:00 PM PDT | 03:00 PM EDT

Key Elements in Managing and Maintaining Your Credit Administration and Credit Policy

This session by Dev Strischek is intended to provide guidance on how to develop and maintain a Credit Administration (CA) function that will provide guidance to anyone involved in the credit function of the bank.

Dev Strischek Dev Strischek | Duration:60 Minutes | Price: $150.00 View Details
  • 29
  • September
  • 2020
  • Tuesday
10:00 AM PDT | 01:00 PM EDT

Master Excel - Pivot Table Advanced Proficiency

In this presentation, Excel expert David Ringstrom, CPA, digs deeper into pivot tables to show you step-by-step how to manipulate your pivot table data faster and more efficiently.

David Ringstrom David Ringstrom | Duration:60 Minutes | Price: $150.00 View Details
  • 19
  • October
  • 2020
  • Monday
10:00 AM PDT | 01:00 PM EDT

Mastering Excel: Optimizing Financial Statements

This webcast presented by Excel expert David H. Ringstrom, CPA, teaches you how to create dynamic financial statements for any month of the year on a single worksheet.

David Ringstrom David Ringstrom | Duration:60 Minutes | Price: $150.00 View Details
  • 21
  • October
  • 2020
  • Wednesday
10:00 AM PDT | 01:00 PM EDT

Excel Top 10 Functions and How to Use Them - Turn Your Business Data Into Insightful Information

In the business world, or within your organization, you probably experience large amounts of data.

Tom Fragale Tom Fragale | Duration:60 Minutes | Price: $150.00 View Details
  • 5
  • November
  • 2020
  • Thursday
10:00 AM PDT | 01:00 PM EDT

Microsoft Excel- Advanced Charting

There's the famous saying, "A Picture is worth a thousand words". Well, that is very true in Microsoft Excel.

Tom Fragale Tom Fragale | Duration:60 Minutes | Price: $150.00 View Details
  • 18
  • November
  • 2020
  • Wednesday
10:00 AM PDT | 01:00 PM EDT

Excel PowerPivot and Power Query

If you work with data, you're likely already familiar with common frustrations with Microsoft Excel like size limitations and manually entering data from multiple sources.

Tom Fragale Tom Fragale | Duration:60 Minutes | Price: $150.00 View Details
Dennis Taylor

Excel Formulas and Functions

Built in to Excel are over 450 functions - a potent set of power tools that simplifies certain kinds of formulas and gives you a huge number of computational possibilities. Many Excel functions provide extended analytical capabilities and open the door to more efficient use of Excel.

Speaker: Dennis Taylor | View Anytime | Duration: 60 Minutes | Price: $190.00 | View Details
Dennis Taylor

2-Hour Virtual Seminar on Mastering Excel Pivot Tables

You will learn the following in this webinar, The quickest and best ways to create PivotTables and Pivot Charts, including these capabilities: The following subjects will be covered in detail:

Speaker: Dennis Taylor | View Anytime | Duration: 2 Hours | Price: $240.00 | View Details
Dennis Taylor

Mastering Excel Pivot Tables

PivotTable capabilities are enormous; among its many tools and features.

Speaker: Dennis Taylor | View Anytime | Duration: 60 Minutes | Price: $190.00 | View Details
Dennis Taylor

2-Hour Virtual Seminar on Mastering Excel Pivot Tables

You will learn the following in this webinar, The quickest and best ways to create PivotTables and Pivot Charts, including these capabilities: The following subjects will be covered in detail:

Speaker: Dennis Taylor | View Anytime | Duration: 2 Hours | Price: $240.00 | View Details
Dennis Taylor

Mastering Excel Pivot Tables

PivotTable capabilities are enormous; among its many tools and features.

Speaker: Dennis Taylor | View Anytime | Duration: 60 Minutes | Price: $190.00 | View Details
Dennis Taylor

Excel Formulas and Functions

Built in to Excel are over 450 functions - a potent set of power tools that simplifies certain kinds of formulas and gives you a huge number of computational possibilities. Many Excel functions provide extended analytical capabilities and open the door to more efficient use of Excel.

Speaker: Dennis Taylor | View Anytime | Duration: 60 Minutes | Price: $190.00 | View Details