LUTZ BUSINESS INSIGHTS
Lutz announces 2021 lutz learning live schedule
Lutz, a Nebraska-based business solutions firm, is excited to announce its 2021 Lutz Learning Live seminar schedule! Lutz Learning Live is a series of free educational programs that offer up-to-date information on a wide range of topics. Presentations vary in length but will allow time at the end for Q&A. Most presentations offer the possibility for CPE credit as well. Below is a list of current dates for 2021:
JANUARY 13 | OFFICE 365 APPLICATION SPOTLIGHT: MICROSOFT TEAMS | WEBINAR
In today’s largely remote work environment, staying connected is more important than ever. Microsoft Teams is a business communication platform that can help your team collaborate more efficiently via chat and videoconferencing. But that’s just a few of its capabilities. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech will help you better understand the valuable features of Microsoft Teams so you can better collaborate with your co-workers wherever you are.
JANUARY 19 | GENERATION Z ENTERING THE WORKFORCE | WEBINAR
The new kids have arrived and are taking the workforce by storm. As the most diverse and well-educated generation yet, Gen Z brings an unprecedented digital connection, individuality, entrepreneurial spirit, and sense of purpose, among other strengths. In this presentation, Human Resources Shareholder, Stephanie Hand, and Director of Talent Acquisition, Chris Bouchard, will cover what to expect as Gen Z enters the workforce.
FEBRUARY 10 | OFFICE 365 APPLICATION SPOTLIGHT: ONEDRIVE | WEBINAR
If you like free storage, easy organization and simple collaboration, Microsoft OneDrive is the document management platform for you. This cloud storage program can back up and store your business files online, enabling you to access them from any location, on any device. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech will cover the central features and benefits of using Microsoft OneDrive in your organization.
MARCH 3 | LUTZ FINANCIAL MARKET UPDATE | WEBINAR
Investment topics are always top of mind with our clients as the markets are constantly changing and evolving. The constant noise around financial markets can be distracting and confusing. It’s important to cut through that noise and be pragmatic long-term. In this webinar, Senior Portfolio Manager and Head of Research, Josh Jenkins, and Financial Adviser and Principal, Justin Vossen, from Lutz Financial will analyze the current state of the markets and examine thoughtful approaches to investing.
MARCH 17 | OFFICE 365 APPLICATION SPOTLIGHT: SHAREPOINT | WEBINAR
Web-based collaborative platforms are essential for businesses with a dispersed workforce. Microsoft SharePoint is a highly configurable document management and file storage application that can help your teams work more efficiently from anywhere in the world. In this presentation, Jack Moylan, and Jessica Murray of Lutz Tech will cover the features and benefits of SharePoint and how your business can best integrate and utilize its core capabilities.
APRIL 14 | OFFICE 365 APPLICATION SPOTLIGHT: MICROSOFT POWER PLATFORM | WEBINAR
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, will take a deeper dive into the platform’s impressive products and provide tips on how to best utilize its features in your business.
MAY 5 | AM I READY TO SELL MY BUSINESS? | WEBINAR
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 will provide tips for a successful business sale strategy.
LUTZ BUSINESS INSIGHTS How to Transition a Temporary Employee to a Permanent Position CHRIS BOUCHARD, DIRECTOR OF TALENT ACQUISITION When you need short-term workers, you may find it beneficial to hire temporary staff. With time, you may consider...
Earnings season will kick off this week, with a handful of the big banks reporting results for the 1st quarter. The narrative in the market in recent months has been that progress…
This month’s retirement plan newsletter contains insights on investment policy statements, 401(k) plan tax credits, retirement plan committee activities, and 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.