Finance Product Bundle – 3 Events

Original price was: $599.00.Current price is: $300.00.

  • Live Event
    January 14, 2025

    TIN Verification and B Notices in 2025: Avoid Costly Mistakes and Penalties

    In our 100-minute program, you’ll discover how to transform your TIN verification and compliance processes into a streamlined operation that saves time and money. By implementing the tools and practices shared in this session, you’ll reduce the risk of penalties, enhance cross-departmental collaboration, and improve overall compliance efficiency, delivering immediate and long-term ROI.

  • Live Event
    January 7, 2025

    Form 1099 Reporting Updates: Compliant Filing for 2024 & 2025

    In our 100-minute program, you’ll discover how streamlined Form 1099 compliance can benefit your organization, reducing costly penalties and saving time. You'll walk away with actionable skills to handle contractor payments correctly, effectively implement e-filing, and confidently manage compliance notices.

  • Live Event
    December 10, 2024

    Form W-4 Updates for 2025: Ensure Accurate Information & Withholding

    In our 60-minute program, you’ll discover how to ensure W-4 compliance and minimize payroll errors. By implementing these actionable takeaways from this training you will reduce tax liabilities, avoid penalties, and create a smoother payroll process

  • Live Event
    December 3, 2024

    Form W-2 Updates for 2024: Ensure Accurate Filing

    In our 60-minute program, you’ll discover W-2 compliance requirements and best practices to expedite form processing and significantly reduces errors.

  • On-demand

    1099 Filing Compliance: Get Your Most Pressing Questions Answered

    In our 100-minute program, you’ll discover how to overcome the challenges finance professionals face with 1099 reporting, plus have an opportunity to ask your own question!

  • On-demand

    Payroll Year-End 2024: Reporting Requirements & Best Practices

    In our 60-minute program, you’ll discover how to effectively manage payroll year-end processes, including identifying discrepancies early, implementing electronic filing, and educating employees on tax requirements. You’ll leave with the skills to immediately streamline year-end preparations, ensuring compliance and reducing the risk of costly penalties while boosting payroll efficiency.

  • On-demand

    ADA & FMLA in 2024: Navigating Overlapping Regulations

    This session will equip employers to navigate the legal landmines in the ADA and FMLA to ensure total compliance – even when regulations overlap.

  • On-demand

    1099-Misc, 1099-NEC & 1099-K: Filing Guidelines for 2024

    In our 100-minute program, you’ll discover how to ensure 1099 Misc, NEC, and 1099-K filings are handled accurately, reducing your exposure to fines and errors. By the end of this training, you’ll walk away with actionable techniques that finance professionals can use immediately to improve compliance, streamline operations, and enhance overall financial performance.

  • On-demand

    W-9 Form Processing for 2024 & Beyond: Vendor Set Up & Tax Classifications

    In our 75-minute program, you’ll discover how to apply the latest W-9 processing techniques to improve your organization’s compliance and vendor management. You’ll gain tools to reduce the risk of penalties, prevent fraud, and streamline your W-9 handling processes.

  • On-demand

    Excel for Accountants: Boost Accuracy & Efficiency Beyond 2024

    In this 100-minute program, you will learn how to save valuable time and avoid headaches by learning invaluable Excel tips, techniques, and shortcuts to better navigate masses of financial data. You will be able to work more efficiently, plus share pertinent data more clearly with decision-makers.

  • On-demand

    Employee or Independent Contractor: Classification for 2024 & Beyond

    In our 90-minute program, you’ll discover how proper classification can protect your organization from severe financial penalties and legal challenges. You will learn how to accurately classify workers, ensuring compliance with federal and state regulations.

  • On-demand

    The Controller’s New Role: Navigating the Changes in 2024

    Controllers must become strategic partners, value-adding decision makers, providers of solutions and managers of change. It is more a matter of running the company with the numbers, rather than by the numbers.

  • On-demand

    Excel for Financial Forecasting: Build Better Spreadsheets & Models in 2024

    In our 100-minute program, you’ll discover how to build more resilient and flexible financial models that can adapt to changing business needs. You'll gain actionable skills that can be immediately applied to improve the accuracy and efficiency of your financial forecasting processes, resulting in better decision-making and a higher return on investment for your organization.

  • On-demand

    Navigating Sales and Use Tax Compliance in 2024

    In our 60-minute program, you’ll discover how to effectively manage sales and use tax compliance, reducing your organization’s risk of costly audits and penalties.

  • On-demand

    Navigating Sales and Use Tax Compliance in 2024

    In our 60-minute program, you’ll discover how to effectively manage sales and use tax compliance, reducing your organization’s risk of costly audits and penalties.

  • On-demand

    Wage and Hour Compliance in 2024: What Employers Need to Know

    In this 60-minute event, you'll gain a comprehensive understanding of federal and state wage and hour compliance, ensuring your payroll practices are up-to-date with the latest regulations. Discover tools to effectively calculate overtime, handle travel and meal periods, and protect your company from costly violations and lawsuits.

  • On-demand

    Issuing Final Paychecks: 2024 Requirements for Terminated Employees

    Join our 60-minute program to get the information you need to accurately issue and report the final payment to terminated employees. Don’t risk costly penalties for non-compliance with state and federal requirements.

  • On-demand

    Taxing & Reporting of Non-Cash Fringe Benefits

    In this 90-minute program, you will learn how to identify and properly handle taxable non-cash benefits.

  • On-demand

    Travel Pay Compliance: Latest Rules & Requirements

    In our in-depth, 60-minute webinar event you'll learn how to accurately calculate travel pay and expenses, understand who qualifies, and the impact of changes under the new tax reform.

  • On-demand

    DOL’s New Overtime Rule: Who’s Exempt & Who’s Not Now

    Join us to get a clear understanding of the DOL's updated rules on the salary threshold for paying overtime to employees, and steps to ensure compliance with the changes. You’ll learn how to determine if your employees are exempt or non-exempt, including roles that are difficult to categorize.

  • On-demand

    Handling Child Support Garnishments: Policies to Ensure Compliance

    Employer requirements for administering child support garnishments go far beyond deducting and remitting support. Join renowned expert Vicki Lambert for this comprehensive seminar that covers the basics of support withholding, and also explores more complex and troublesome situations that can arise during the garnishment process.

  • On-demand

    Payroll Taxes 101: Withholding, Depositing & Reporting Requirements

    Every payroll professional from the seasoned veteran to the novice beginner must have a good working knowledge of the requirements to process payroll efficiently and accurately to stay in compliance. Join our 60-minute event as we cover the basics of withholding, depositing and reporting federal taxes.

  • On-demand

    Payroll Record Retention Requirements: What to Keep, What to Ditch

    Payroll record retention can be complicated, but with a few best practices, you can ensure that you’re maintaining accurate records and protecting your organization. This session will give you a thorough overview of record retention laws and help you prepare organized, audit-proof records.

  • On-demand

    AI-Fueled Finance: How CFOs Lead the Charge

    In today's rapidly evolving financial landscape, AI and machine learning are becoming indispensable tools for CFOs aiming to maintain a competitive edge. In this exciting, 60-minute program you’ll learn strategies for harnessing AI effectively, empowering you, your team, and your organization for success.

  • On-demand

    Paying Deceased Employees: Navigating Payroll Compliance

    You never want to think about preparing for the loss of an employee, but it’s an unfortunate reality. Join us to get the information you need to properly handle issuing the final wages for a deceased employee, while also protecting your organization.

  • On-demand

    Excel for Payroll Professionals: Improve Accuracy & Efficiency

    In our dynamic, 100-minute event, Excel and finance expert David Ringstrom will demonstrate how you can utilize Excel to get more from your payroll data. Discover how to dig deeper into the data for the information you and stakeholders need to drive your organization forward.

  • On-demand

    Navigating Multi-State Taxation for Remote Workforces

    This 60-minute program delivers in-depth guidance on navigating multi-state and local tax regulations for remote workforces, ensuring compliance and accurate taxation.

  • On-demand

    Crafting a Winning Rewards Program: Compliance Guidelines for Employers

    Join our compliance-based, 60-minute event to learn how to create a competitive rewards program to attract and retain top talent, while also minimizing (or avoiding!) tax and wage reporting.

  • On-demand

    1099-MISC & 1099-NEC Updates: Ensure Accurate Filing

    In this 60-minute program we will clear up the confusion over when to use these forms, plus the latest updates. Participants will come away with a deeper understanding of both the 1099-MISC and the 1099-NEC – and when they apply.

    Temporarily unavailable

  • On-demand

    Calculating Overtime: How to Get it Right Every Time

    Unlock the complexities of overtime pay calculations in just 60 minutes with our comprehensive program. You’ll discover expert insights and practical strategies to ensure compliance and efficiency in your payroll processes.

  • On-demand

    Payroll Deductions: Your Guide to Compliant, Accurate Deductions

    Join us for a 60-minute workshop as we dive into how to avoid the legal ramifications and workplace drama of incorrect payroll deductions

  • On-demand

    New Form 1099-K Reporting Requirements for 2023

    In this 60-minute program, you'll learn how to comply with the new Form 1099-K thresholds and reporting requirements, plus guidelines to steer clear of penalties.

    Temporarily unavailable

  • On-demand

    How To Secure Your Vendor Data to Avoid Internal & External Fraud

    In this security-focused event, you will learn effective and proven ways to protect vendor-sensitive data to prevent both internal and external fraud. You’ll also be able to develop a checklist of the potential scope of vendor-sensitive data exposure in your organization and will be equipped to work with your Systems/IT team to mitigate exposure.

  • On-demand

    Excel Features No Accountant Can Live Without

    In this dynamic, 60-minute program, Excel expert David Ringstrom, CPA demonstrates the best features in Excel that will make even the most experienced accountants more productive. Learn how to tame unwieldy worksheets, shortcuts that will save you time, and gain must-have tools to ensure accurate reports.

  • On-demand

    Handling CP2100 & CP2100A Notices: Ensure Compliance, Avoid Penalties

    In this compliance-based, 90-minute program, you will learn why your company would receive a CP2100 or CP2100A notice, how to respond, and steps to prevent future errors that trigger a “proposed penalty notice.”

  • On-demand

    IRS & DOL Audits: Spot Red Flags Before the Agencies Do

    Audits can result in significant penalties. This program will teach you how to conduct a thorough internal audit so you can spot non-compliance before a government agency spots it for you. Plus, you’ll learn exactly what to do if you are targeted for an audit – so you can make your experience less painful.

  • On-demand

    A/P Internal Control Best Practices

    If cash flow is the blood that keeps your business alive, your A/P processes are the heart. This program will help you remove outdated processes that stunt business growth and replace them with an updated, streamlined approach that benefits every level of the organization.

  • On-demand

    FLSA Compliance Update: Avoid Wage Nightmares & Penalties

    In this 60-minute, instructor-led event you will learn what is required now to comply with the Fair Labor and Standards Act (FLSA), and keys to avoiding hefty fines for common wage and hour mistakes.

  • On-demand

    Forms W-8BEN & W-8BEN-E Processing: Compliant Vendor Maintenance

    In this 75-minute program, you’ll be equipped to recognize when you should or shouldn’t accept Forms W-8BEN and W-BEN-E from vendors, plus track the expiration dates. You’ll also be prepared to discuss complex reporting and withholding issues with your tax professional.

  • On-demand

    IRS Form 941: Complying with Updated Requirements

    In this instructor-led 60-minute program, our payroll expert will take you step-by-step through the newest Form 941 and clearly explain what is required now for accurate reporting.

  • On-demand

    Payroll Updates in 2023: Taxable vs. Non-Taxable Fringe Benefits

    This 60-minute, compliant-based workshop is designed to help finance and payroll professionals understand and correctly process tax withholdings for fringe benefits.

    Temporarily unavailable

  • On-demand

    Joint Employer Rule Update Employers Need to Know

    In this 60-minute, compliance-based event you will learn how to determine your current business status, plus how to prepare now for proposed changes.

  • On-demand

    Taxing Your Remote Workforce: Compliance Guidelines for Employers

    Join us for this 60-minute program that will ensure your organization stays tax-compliant while working with your remote employees.

  • On-demand

    Payroll Updates: Year-end Legislative & Tax Changes for 2023

    In this compliance-based, 100-minute program you will learn the latest legislative changes that impact how you close out 2022 payroll and head into 2023.

    Temporarily unavailable

  • On-demand

    Hidden Payroll Errors that Trigger IRS Audits

  • On-demand

    On-demand Pay Updates & Compliance for Employers

    Join our 60-minute program to the learn tools employers need to plan and execute a solid on-demand pay plan, ensure compliance with regulatory agencies, and the impact of the Treasury’s proposed changes.

  • On-demand

    Pay Transparency Updates Employers Need to Know

    In this 60-minute program you will learn the do’s and don’ts of pay transparency and salary inquiries, how to approach pay transparency in your organization, and strategies to negotiate salary issues without the risk of non-compliance.

  • On-demand

    Excel Dashboards for CFOs & Finance: Effective Monitoring & Reporting

    In this 100-minute webinar you'll discover how you can create impressive and interactive Excel dashboards to present financial information to decision makers. Effectively monitor key information in a way that anyone can understand.

  • On-demand

    Pay Strategies for Remote Workers: Stay Compliant & Competitive

    In this compliance-based, 60-minute program you will discover the benefits and risks of using remote employees’ locations for setting pay, rather than the more traditional approach of using the organization’s main office location as the base. Learn what employers should and should not do when selecting a pay strategy.

  • On-demand

    Payroll & Accounting Ethics: Maintaining Professional Standards Today

    In this 60-minute, instructor-led event we will take a close look at the role ethics play in payroll and accounting, what happens when ethics are violated, and what can be done when personal ethics are not aligned with organizational or regulatory requirements.

  • On-demand

    IRS Rules for Reimbursing Remote Worker Business Expenses

    In this 60-minute program we'll discuss the complex issues regarding this new era of remote employees, the impact it has on companies financially and on IRS compliance.

    Temporarily unavailable

  • On-demand

    Unclaimed Property Compliance: Best Practices for Post-Pandemic Escheatment

  • On-demand

    Forms W-8 & 1042-S: IRS Reporting & Backup Withholding Requirements

  • On-demand

    Top 10 Payroll Mistakes and How to Prevent Them

  • On-demand

    Project Management Post-Pandemic: Strategies to Plan and Drive Results in Today’s New Work Environment

  • On-demand

    Updated Form 941-X: Correcting 941 Reporting Errors

  • On-demand

    New COVID Vaccination Mandates for Employees: What Employers Need to Know

  • On-demand

    Cross-Training for Finance: Increase Flexibility & Boost Performance

  • On-demand

    Digital Sales Tax Update: What You Need to Know Now

  • On-demand

    Communicating Financial Information to Drive Greater Results

  • On-demand

    New American Rescue Plan Act: Key Measures Employers Need to Know

  • On-demand

    Exempt Employees: Ensure Accurate Classification and Compensation

  • On-demand

    Today’s Strategies for Better, More Effective Debt Collections

  • On-demand

    Better Budgeting: Essential Planning & Forecasting Skills for Managers

  • On-demand

    New PPP for 2021: Everything You Need to Know

    The newest round of the Paycheck Protection Program (PPP) offers much needed relief to help small business owners. The goal is to help small businesses stay open and continue operations until they can return to “normal” without having to close down - possibly permanently.

    This round of the program is much more liberal, yet also more restrictive in many aspects - and only certain companies will qualify for the loan. We’ll take a close look at round two of the PPP, clear up the confusion - and answer the question of who qualifies for the loan?

  • On-demand

    Latest COVID Relief Bill Updates for HR and Employers

  • On-demand

    FFCRA Updates: What Employers Need to Know Now

  • On-demand

    PPP Loan Forgiveness: How to Meet Requirements

  • On-demand

    Automations that Boost the Quality of Your Excel-Based Financial Statements

  • On-demand

    Collaboration Between A/P and Payroll: Staying Connected in a Remote Environment

  • On-demand

    Rising Payroll Fraud During COVID-19: Don’t Let Your Company be Next

  • On-demand

    Excel for Payroll Professionals: Increase Efficiency and Accuracy

  • On-demand

    Greater Relief for Employers Under New PPP Flexibility Act

  • On-demand

    Prepare Your Payroll Department for Emergencies, Crisis, and the Unexpected

  • On-demand

    Prepare Your Payroll Department for Emergencies, Crisis, and the Unexpected

  • On-demand

    Form 1099-NEC & W-9 Updates: Stay Compliant with Changing Rules

    Temporarily unavailable

  • On-demand

    Termination Payouts: Everything You Need to Know to Stay Compliant

  • On-demand

    Pay Equity: Closing the Wage Gap & Leveling the Playing Field

  • On-demand

    COVID-19 Legislation Impacting Payroll: What’s Required Now

  • On-demand

    Payroll Reconciliation: Spot Red Flags That Derail Paychecks & Reporting

  • On-demand

    Getting Your Severance Agreements to Stick

  • On-demand

    Payroll Record Retention Requirements: What to Keep, What to Ditch

  • On-demand

    Unpacking the Families First Coronavirus Response Act for Employers

  • On-demand

    Benefit Packages: What the New Workforce Really Wants

  • On-demand

    The Changing Role of Today’s Controller: Becoming a Strategic Partner

  • On-demand

    EEO-1 Reporting: What’s Required and When It’s Due

  • On-demand

    Calculating New Regular Rate of Pay: Compliance Updates for Employers

  • On-demand

    Form 1099 Filing: What’s Required for 2019 & New for 2020

    Temporarily unavailable

  • On-demand

    Payroll Tax Compliance Roadmap for 2020

  • On-demand

    W-4 Changes for 2020: Final IRS Updates

    Temporarily unavailable

  • On-demand

    Keep Your Year-end Payroll on Track and IRS Compliant

    Temporarily unavailable

  • On-demand

    Demystifying Worker Classification: New Rules and Insider Insights from a Former California Internal Auditor

  • On-demand

    Employee Travel & Expense Reimbursement: Comply with IRS Rules

    Temporarily unavailable

  • On-demand

    New Form 1099 Reporting Requirements: 2019 Compliance Update

    Temporarily unavailable

  • On-demand

    Supplemental Pay Taxation: Essentials for Payroll

  • On-demand

    Responding to B-Notices & TIN Verification: Avoiding Costly Mistakes

  • On-demand

    Multi-State Taxation for 2019: Complying with the Rules & Regulations

    Temporarily unavailable

  • On-demand

    Fringe Benefits Taxation & Reporting Rules & Guidelines

  • On-demand

    Third Party Sick Pay: How to Tax & Report

  • On-demand

    New EEO-1 Reporting Deadlines: What to File & When

  • On-demand

    New FLSA Overtime Rule Change: Who’s Exempt & Who’s Not

  • On-demand

    FATCA Compliance: Your Reporting & Withholding Requirements

  • On-demand

    HR Metrics: Measuring Data for Better Decisions

  • On-demand

    The Controller’s New Role: Keeping Up with the Changes

  • On-demand

    New W-4, W-8 & W-9 Requirements: When to Use Which Form

    Temporarily unavailable

  • On-demand

    Wage & Hour Compliance A to Z: Meeting All Requirements

  • On-demand

    Employee Expense Reimbursement Under TC&JA: What’s Allowable Now

  • On-demand

    T & E Expense Reimbursement Fraud: Keys to Detect, Prevent & Deter

  • On-demand

    IRS Alternative Withholding Methods: Keys to Avoid Tax Penalties

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