Tomorrow: Master Vendor Files Best Practices

Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Master Vendor Files Best Practices November   3 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 Course Reviews: View Testimonials Can't wait? View previously recorded version now Learn More Register Today 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 Course Reviews from Past Attendees 90% of attendees said they would recommend this course to others. "Very informative. Invoked thought about a process overlooked." "Instructor was very knowledgeable and provided practical advice." "I liked the best practices, useful ideas." "Concise and direct information provided." "Appreciated the slide deck with ability to take notes." "Presenter was very clear." "The information was relevant to our needs." Learn More Register Today About The Presenter   Mary S. Schaeffer is Director of AP Now, where she regularly advises clients on accounts payable issues. She produces the free weekly e-zine, e-AP News, read by thousands of accounting, finance, auditing and accounts payable professionals. Ms. Schaeffer is a graduate of the NYU Stern School of Business, where she earned her MBA in Finance. Learn More 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 850 on-demand courses Learn More Upcoming Webinars Real-Time Reporting Using the 3 Rs November 8 at 1 pm ET Learn More Applying Internal Control Techniques to Excel Spreadsheets November 9 at 1 pm ET Learn More VLOOKUP and SUMIFS Excel Functions November 10 at 3 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 933 N. Kenmore St, Ste 320 | Arlington | VA | 22201 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.

Tomorrow: Excel Chart Nuances

Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Excel Chart Nuances November   2 1 pm - 2:40 pm ET Presenter: David H. Ringstrom, CPA, Owner and Founder of Accounting Advisors, Inc. Credits: CPE, IRS EA (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 Can't wait? View previously recorded version now Learn More Register Today Course Description   You'll learn a variety of tricks and techniques you can implement to create and automate Excel charts in this live webcast presented by Excel expert David Ringstrom, CPA. David demonstrates how to use several helpful Excel features, including the Recommended Charts feature, the Sparkline feature, the PivotChart feature, and others. He also explains how to avoid repetitive formatting, create self-updating chart titles, and use clip art to make your charts more dynamic. In addition, you'll learn: how interface changes made in Excel 2013 and 2016 have simplified chart tasks, how to use the PivotChart feature to summarize complex data, how the SUMIF function can summarize data based on a single criterion, and more. David demonstrates techniques by using the version of Excel in use by the majority of attendees for this presentation. Typically, this means he teaches from Excel 2010 or 2013, but his handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. David's detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes a majority of the examples he uses to demonstrate techniques during the presentation. Topics Typically Covered: Compare user interface changes in Excel 2013 and 2016 that have vastly simplified chart-related tasks. Create self-updating chart titles that are linked to formulas within a worksheet cell. Enliven your charts with clip art in any version of Excel. Explore the Recommended Charts feature in Excel 2013 and later. Learn to avoid repetitive formatting by using chart templates and determine where this feature was relocated in Excel 2013 and later. See how the Sparkline feature empowers you to create tiny, in-cell charts for showing trends of data. Summarize complex data sets quickly with Excel's PivotChart feature. Use the SUMIF function to summarize data based on a single criterion. Use the Table feature in Excel 2007 and later to create charts that expand or contract automatically as your source data changes. Course Reviews from Past Attendees 100% of attendees said they would recommend this course to others. "It moved quickly and the content was easily understood." Learn More Register Today About The Presenter   David H. Ringstrom, CPA, is the owner and founder of Accounting Advisors, Inc., a spreadsheet consulting firm. Mr. Ringstrom provides Microsoft Excel training and consulting services nationwide. He frequently presents on Microsoft Excel at webinars and conferences, regularly publishes articles about spreadsheets, and has edited dozens of books on accounting software. Learn More 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 850 on-demand courses Learn More Upcoming Webinars Master Vendor Files Best Practices November 3 at 1 pm ET Learn More CPA's Guide to U.S. Taxation of Cross-Border Transactions November 4 at 1 pm ET Learn More Real-Time Reporting Using the 3 Rs November 8 at 1 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 933 N. Kenmore St, Ste 320 | Arlington | VA | 22201 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.