7.28.21 | Best Practices for Creating & Adopting a Remote Work Policy | Recording

7.28.21 | Best Practices for Creating & Adopting a Remote Work Policy | Recording

 

LUTZ BUSINESS INSIGHTS

 

BEST PRACTICES FOR CREATING & ADOPTING A REMOTE WORK POLICY

Best Practices for Creating & Adopting a Remote Work Policy

7.28.21 | Recording

Many businesses were forced to adapt to working remotely during the COVID-19 pandemic. As the crisis begins to slow, organizations have seen benefits of remote work and many are considering permanently adopting these practices. In this presentation, Stephanie Hand and Chris Bouchard offer tips and considerations for businesses looking to adopt or enhance their remote work policies to ensure employees, employers, and the organization continue to operate effectively going forward.

Key Takeaways:

  • Considerations for adopting an Effective Remote Work Policy
  • Tools for Efficient Off-Site Communication
  • Tips to Keep Employees Engaged and Focused at Home

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Family Office FAQs

Family Office FAQs

What makes family office such an elusive concept? The following are answers to some of the common questions asked about family offices…

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7.14.21 | Financial Statements for Nonprofits | Recording

7.14.21 | Financial Statements for Nonprofits | Recording

 

LUTZ BUSINESS INSIGHTS

 

FINANCIAL STATEMENTS FOR NONPROFITS

Financial Statements for Nonprofits

7.14.21 | RECORDING

There are a few key financial documents that nonprofits use to generate a snapshot of their overall financial status. Data pulled from these financial statements can be used to calculate basic financial ratios and track individual and company performance. In this seminar, Taylor Kendall and Katie Byrd take participants through the basics of understanding and using financial statements in a nonprofit. In addition, they provide ideas on utilizing the data to better evaluate the organization’s financials and focus on growth.

 

Key Takeaways:

  • Understand and Evaluate Nonprofit Financial Statements

  • Build and Interpret Basic Financial Ratios

  • Decipher Data to Drive Decision Making

RECENT POSTS

Family Office FAQs

Family Office FAQs

What makes family office such an elusive concept? The following are answers to some of the common questions asked about family offices…

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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8.4.21 | Office 365 Spotlight: OneNote | Webinar

8.4.21 | Office 365 Spotlight: OneNote | Webinar

 

LUTZ BUSINESS INSIGHTS

 

Office 365 Spotlight

Office 365 Spotlight: OneNote

8.4.21 | 12:00PM – 12:30PM | Webinar

OneNote is the premium note-taking application offered by Microsoft for users looking to create different types of content. What makes it unique? OneNote allows users to pin inspirational videos, images, articles, and leave notes within a single platform to enable creative collaboration in real-time. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech will cover the features and benefits of OneNote and how your business can best leverage its innovative multi-media sharing functionalities.

Key Takeaways:

  • Microsoft OneNote Overview
  • Benefits of Using OneNote Individually and as a Team
  • How to Get Started with OneNote

Who Should Attend: Office 365 Users

Seminar Level: Beginner

RECENT POSTS

Family Office FAQs

Family Office FAQs

What makes family office such an elusive concept? The following are answers to some of the common questions asked about family offices…

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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6.30.21 | Stark Regulation Updates + Physician Compensation Compliance Strategies | Recording

6.30.21 | Stark Regulation Updates + Physician Compensation Compliance Strategies | Recording

 

LUTZ BUSINESS INSIGHTS

 

Stark Regulation Updates + Physician Compensation Compliance Strategies

Stark Regulation Updates + Physician Compensation Compliance Strategies

6.30.21 | recording

At the end of 2019, the government amended the federal physician self-referral law (Stark Law). While the industry has been focused on the new value-based care exceptions and the clarified definitions we all know so well, there were also changes made to compensation under the group practice definition. The updates, effective January 2022, offer clinics, physician groups, and care providers greater flexibility in compensating practitioners for providing high-quality and efficient patient care. Ready to learn more? Lauren Duren of Lutz and Abby Mohs of Baird Holm discuss Stark regulation updates and how the changes will affect your physician compensation models.

 

Key Takeaways:

  • Overview of Stark Law and Updates
  • Strategies for Crafting Compliant Physician Compensation Models
  • Physician Compensation Best Practices and Examples

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Family Office FAQs

Family Office FAQs

What makes family office such an elusive concept? The following are answers to some of the common questions asked about family offices…

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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9.1.21 | Risk Areas in Due Diligence During M&A Process | Webinar

9.1.21 | Risk Areas in Due Diligence During M&A Process | Webinar

 

LUTZ BUSINESS INSIGHTS

 

Risk areas in due diligence

Risk Areas in Due Diligence During M&A Process

9.1.21 | 11:30AM – 12:30PM | Webinar

Considering buying a business? Enlisting the help of a professional will give you deeper insights into the financials of the Target as well as the risks of the investment. In this presentation, Taylor Kendall will walk you through the M&A process with specific focus on risk areas to consider.

 

Key Takeaways:

  • Common Due Diligence Process

  • Understand Due Diligence Key Concepts

  • Tips for Identifying and Responding to Risks

RECENT POSTS

Family Office FAQs

Family Office FAQs

What makes family office such an elusive concept? The following are answers to some of the common questions asked about family offices…

read more

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021

5.5.21 | Am I Ready to Sell My Business? | Recording

5.5.21 | Am I Ready to Sell My Business? | Recording

 

LUTZ BUSINESS INSIGHTS

 

AM I READY TO SELL MY BUSINESS?

Am I Ready to Sell My Business?

5.5.21 | Recording

When is the right time to exit your business? Unfortunately, there is never a clear answer to this question. Whether you are considering a business sale or not, it’s important to understand your options, so you are prepared when the time comes. In this webinar, Consulting Director, Ryan McGregor, and Financial Analyst, Mark Otte, of Lutz M&A provide tips for a successful business sale strategy.

Key Takeaways:

  • Business Sale Options/Process Overview
  • Tips For A Successful Business Sale
  • Benefits Of Working With An M&A Advisor

RECENT POSTS

Family Office FAQs

Family Office FAQs

What makes family office such an elusive concept? The following are answers to some of the common questions asked about family offices…

read more

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

About UsOur Team | Events | Careers | Locations

Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021