Webinar - 1

Outlook - Master Your Mailbox - Inbox Hero Inbox Zero

For most business users (and many home users too), Microsoft Outlook has become the standard application for managing emails, calendar appointments and to-dos. With an abundance of features and versions for desktop and mobile, there’s really no excuse not to be organized. Or so the theory goes.

With the average office worker receiving over 100 emails per day, the reality for most people is email overload, missed deadlines and calendars so full you have no room to stop, take stock and smell the roses (as the saying goes).

Webinar Objectives:

This training session focuses on the email aspect of Outlook. In this session you’ll learn how, used in the right way, Outlook can save you time, help you to gain more control over your mailbox, improve your response time and allow you to keep up with the never-ending stream of critical actions and due dates.

Why you should attend:

You’re probably reading this thinking “I use Outlook every day. I know how to send and receive emails. What more is there to learn?”

But just stop and think. How much time are you wasting searching for information stored in Outlook? Could your mailbox be better organized? Is your Inbox out of control? Are you drowning in a sea of emails.

Attend this training if you want to take control of your Outlook mailbox rather than letting it control you!

Topics covered:

• Configure Outlook for distraction-free productivity
• Creating Rules to automate email processing
• Creating Quick Steps to automate a series of actions
• The 4 D’s of email management and how to apply them
• Converting emails into actionable to-do items
• Converting emails into calendar appointments
• Categories v Folders: What’s the difference and what are the pros and cons of each?

Who should attend:

This introductory-level session is aimed at anyone who uses Microsoft Outlook and is looking for a way to get back those precious hours!

The training will be delivered using the latest version of Outlook although much of the functionality is available in earlier versions of the application

Webinar - 2

Beneficial Ownership Rules: What Practitioners Need to Know

Navigating the New Beneficial Ownership Rules under the Corporate Transparency Act” is an essential course for tax professionals, corporate compliance officers, legal advisors, and financial professionals. This program provides a detailed examination of the Corporate Transparency Act (CTA) and its new beneficial ownership rules, which represent a significant shift in corporate compliance and transparency requirements in the United States. Participants will gain a comprehensive understanding of these new regulations and learn how to ensure compliance for their clients or organizations.

Key topics include:

• Introduction to the Corporate Transparency Act: Overview of the CTA, its objectives, and the context for its implementation.
• Defining Beneficial Ownership: Detailed explanation of what constitutes a beneficial owner under the CTA, including the criteria for identification.
• Reporting Requirements: Comprehensive guide to the reporting requirements for beneficial ownership information, including who must report, what information must be reported, and the deadlines for compliance.
• Impact on Different Entities: Analysis of how the CTA impacts various types of entities, such as corporations, limited liability companies (LLCs), and other similar entities.
• Exemptions and Special Cases: Examination of exemptions under the CTA, including which entities are exempt from reporting and the conditions for exemption.
• Compliance Strategies: Practical strategies for ensuring compliance with the CTA, including best practices for gathering and reporting beneficial ownership information.
• Penalties and Enforcement: Overview of the penalties for non-compliance with the CTA and the enforcement mechanisms in place.
• Case Studies and Practical Examples: Real-world examples and case studies to illustrate the application of the CTA’s beneficial ownership rules and compliance strategies.

Learning Objectives:

By the end of this course, participants will be able to:

• Understand the key provisions and objectives of the Corporate Transparency Act.
• Identify beneficial owners according to the CTA’s criteria.
• Navigate the reporting requirements for beneficial ownership information.
• Determine which entities are subject to or exempt from the CTA’s reporting requirements.
• Implement effective compliance strategies to meet the CTA’s requirements.
• Recognize the penalties for non-compliance and understand the enforcement process.

Webinar - 3

ChatGPT for CPAs and Finance Professionals

Unlock the potential of AI in finance with our transformative webinar, "ChatGPT for CPAs and Finance Professionals".

In this 90-minute session, delve into how ChatGPT can be your partner in navigating complex financial landscapes, from automating routine accounting tasks to analyzing large datasets for insightful forecasting. Learn to enhance your consulting services with AI-driven recommendations, ensuring precision and compliance.

Whether you're optimizing tax strategies or advising on financial planning, discover how ChatGPT can streamline operations and provide a competitive edge.

Join us to step into the future of finance with the power of AI at your fingertips

Why should one attend this webinar:

• By participating, you will understand and be able to:
• Understand how ChatGPT is used in finance
• Automate financial processes with ChatGPT
• Conduct enhanced financial analysis and decision-making
• Support client interaction and advisory services
• Incorporate regulatory compliance and ethical considerations
• Integrate ChatGPT with existing financial systems
• Would you like to be able to utilize ChatGPT in finance?
• How about automating financial processes with ChatGPT?
• What about integrating ChatGPT with existing financial systems?

If you answered “yes” to any of these questions, then come laugh, listen and learn as Chris DeVany leads us all through those important topics, key questions and answers we all need to be able to effectively implement ChatGPT!

Agenda

• Introduction to ChatGPT in Finance
• Overview of AI capabilities relevant to finance
• Specific benefits for CPAs and finance professionals
• Automating Financial Processes with ChatGPT
• Streamlining bookkeeping and transaction management
• Automating tax preparation and compliance reporting
• Enhancing Financial Analysis and Decision Making
• Leveraging AI for financial forecasting and risk assessment
• Using ChatGPT for real-time data interpretation and insights
• Client Interaction and Advisory Services
• Improving client communication with automated responses
• Providing tailored financial advice using AI analytics
• Regulatory Compliance and Ethical Considerations
• Navigating regulatory changes with AI assistance
• Addressing ethical concerns in AI application in finance
• Integrating ChatGPT with Existing Financial Systems
• Tools and techniques for integrating ChatGPT into financial software
• Training staff and managing the transition to AI-enhanced processes
• Case Studies: AI Transformations in Finance
• Success stories of finance professionals using ChatGPT
• Practical examples and results from various financial sectors
• Conclusion and Future Trends
• Summarizing key takeaways
• Exploring future developments in AI for the finance industry
• Q&A Session
• Interactive discussion to address specific queries and scenarios
• Who Should Attend?
• CEO
• Senior Vice President
• Vice President
• Executive Director
• Managing Director
• Regional Vice President
• Area Supervisor
• Manager

Webinar - 4

When FMLA Becomes a Loophole: How to Respond Legally and Effectively

Webinar Overview

The Family and Medical Leave Act (FMLA) was designed to protect employees during times of genuine need—but unfortunately, not every leave request is made in good faith. Abuse of FMLA protections can lead to costly disruptions, diminished morale, and legal landmines for employers who respond too aggressively—or not at all.

Is it job-protected leave... or a pattern of abuse hiding in plain sight?

Join this high-impact session to learn how to confidently handle questionable leave requests without crossing legal lines. From spotting red flags to enforcing your policies lawfully, you'll gain proven strategies to maintain control and compliance.

What You’ll Learn

✔️ Common patterns of FMLA misuse—and how to recognize them

✔️ How to use medical certifications (and recertifications) to curb abuse

✔️ Key “red flags” that signal potential leave fraud

✔️ How to conduct lawful investigations without triggering retaliation claims

✔️ Best practices for documentation, discipline, and termination

✔️ The legal tightrope: Ensuring fair enforcement without FMLA interference

Who Should Attend

• HR Managers and Directors
• Leave and Absence Management Professionals
• Payroll and Benefits Administrators
• Compliance Officers
• In-House Legal Counsel
• Business Owners and Executives
• Supervisors and Frontline Managers