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 | 11:30AM – 12:30PM | 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

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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 | 11:30AM – 12:30PM | 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

Who Should Attend: Health Care Compliance Officers, HR Professionals, CFOs, Practice Managers, and Executives

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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

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6.2.21 | Modernizing Customer Relationship Management with Software | Webinar

6.2.21 | Modernizing Customer Relationship Management with Software | Webinar

 

LUTZ BUSINESS INSIGHTS

 

6.2.21 | MODERNIZING CUSTOMER RELATIONSHIP MANAGEMENT WITH SOFTWARE | WEBINAR

Modernizing Customer Relationship Management with Software

6.2.21 | 11:30AM – 12:30PM | Recording

Platforms such as Microsoft Dynamics and SalesForce are helping businesses streamline communication, sales, operations, and finance, but implementing these systems can be challenging. In this presentation, Ryan Wade of Lutz Tech highlights the benefits of modern ERP and CRM systems and what you need to know before choosing a solution.

Key Takeaways:

  • Benefits of using software to streamline communications, sales, operations, and finance.
  • Risks of implementing a CRM or ERP.
  • A highlight of popular software such as Hubspot, SalesForce, and Microsoft Dynamics.
  • Tips for evaluating if your company needs this type of software and when to get started.

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4.14.21 | Office 365 Spotlight + Microsoft Power Platform | Recording

4.14.21 | Office 365 Spotlight + Microsoft Power Platform | Recording

 

LUTZ BUSINESS INSIGHTS

 

Office 365 Spotlight

4.14.21 | Office 365 Spotlight + Microsoft Power Platform | recording

Microsoft’s Power Platform highlights some of its most robust tools including PowerBI, PowerApps, Power Automate and Power Virtual Agents, which allow organizations to more effectively build apps, analyze data, seamlessly automate processes and create virtual agents to move the needle forward and increase your bottom line. In this presentation, Data Analytics Manager, Tony DeSantis, takes a deeper dive into the platform’s impressive products and provide tips on how to best utilize its features in your business.

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12.4.2019 | Year-End Planning Strategies & Updates | Recording

12.4.2019 | Year-End Planning Strategies & Updates | Recording

 

LUTZ BUSINESS INSIGHTS

 

12.4.2019 | Year-End Tax Planning Strategies & Updates | Recording

Though there aren’t many days left in 2019, you still have time for a quick review of your financial situation. This seminar, led by Adam Austin, Steve Nebbia, and Justin Korth, covers current tax law updates as well as general year-end planning ideas.

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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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