Friday, September 29, 2017

Master Vendor Files Best Practices

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Master Vendor Files Best Practices
October
 
12
1 pm - 2:15 pm ET
Presenter: Mary Schaeffer, Director of AP Now
Credits: CPE (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
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Course Description
 
Master vendor files and the information they contain have become a critical tool in protecting organizations against fraud and improving their bottom line. In this practical webinar, you'll receive step-by-step guidance on the issues, problems, and best practices when working with master vendor files. Upon successful completion of this course, you will be able to:
  • Identify problems within your company's existing master vendor file practices
  • List master vendor file best practices that will enable proper TIN solicitation
  • Recognize how to make your master vendor file fraud-resistant
  • Create a process to collect all data needed to run an efficient and regulatory compliant AP function
  • Differentiate the different types of vendor portals in use today
  • Create an effective collection of current contact information to combat new frauds
  • Improve regulatory compliance through enhanced vendor file practices
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The Presenter
About The Presenter
 
Mary S. Schaeffer is the author of 18 business books, a monthly newsletter, and a free bi-weekly e-zine, as well as several CPE courses for CPAs. She runs AP Now, a boutique publishing and consulting firm focused on accounts payable issues. She also serves as the Education Director for the Institute of Financial Operations. Before turning to writing and consulting she worked in the corporate world as an Assistant Treasurer for the Equitable Life Assurance Society, a Financial Risk Manager for O&Y and a Corporate Cash Manager for Continental Grain. A frequent and popular speaker at both live and online events, she has an MBA in Finance and a BS in Mathematics.
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All-Access Membership
 
● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 1,300 on-demand courses
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Upcoming Webinars
Taxing Policies and Rules for Sales and Use Tax
October 10 at 3 pm ET
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Excel Logic Formulas: IF, AND, OR, and More
October 11 at 1 pm ET
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Filtering and Formatting Excel Data with Ease
October 12 at 1 pm ET
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Questions?
Please call us at 703-372-0550

Our Mailing Address:
Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203
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Thursday, September 28, 2017

Understanding & Analyzing Financial Statements

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Understanding & Analyzing Financial Statements
October
 
17
3 pm - 4:15 pm ET
Presenter: Carl Young, Owner of Carl Young Consulting
Credits: CPE, HRCI, SHRM (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
Course Reviews: View Testimonials
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Course Description
 
The financial health of a company is indicated in the three required financial statements:
  • Balance Sheet
  • Income Statement
  • Cash Flow Statement
This webinar provides an interactive look at these statements and provides simple tools and techniques for understanding & analyzing these statements as the foundation for making key business decisions. Upon completion of this course, you will be able to:
  • List the core components of financial statements
  • Differentiate between cash and accrual basis accounting
  • Define key accounting concepts, including:
    • Working Capital
    • Cash Management
    • Free Cash Flow
  • Analyze financial statements
  • Identify simple financial statement terminology
  • Recognize signs of business financial health and red flags
  • Utilize relevant ratios to improve profits and productivity
  • Explain the role of ratios, trends, comparisons and cash in business analysis and decisions
  • Essential categories of ratios, including:
    • Profitability
    • Efficiency
    • Liquidity
    • Solvency
    • Cash

Course Reviews from Past Attendees

"Spoke clearly and gave great examples."
"Presentation was clear and liked the step by step instructions."
"Covered the basics clearly, good slides."
"I enjoyed the notes and outlines"
"Outstanding presentation! Topical, relevant and engaging. I really enjoyed this and will recommend it highly to my staff and others in need of understanding of financial statements."
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The Presenter
About The Presenter
 
Carl Young is the owner of Carl Young Consulting, where he works as a Speaker, Trainer, Consultant and Business Coach. Mr. Young is the former CFO of a $275M high growth technology company and the CEO of a machine parts manufacturing company Mr. Young has published numerous books on finance and accounting, Carl Young's Rules of the Business Game, Finance and Accounting Made Simple, Rules and Tools for Thriving in Chaotic Times, and a handbook on Small Business Management Made Simple. Mr. Young earned his MBA and completed graduate studies in Accounting & Taxation.
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Register Today
All-Access Membership
 
● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 1,300 on-demand courses
Learn More
Upcoming Webinars
International Tax Compliance and Reporting: What Is Required and What Options Are Available for Delinquent Filings
October 3 at 1 pm ET
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Boot Camp for QuickBooks
October 4 at 1 pm ET
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10 Ways to Improve Excel Workbooks
October 4 at 3 pm ET
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Questions?
Please call us at 703-372-0550

Our Mailing Address:
Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203
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