LUTZ BUSINESS INSIGHTS
2022 webinar schedule
Each year we host a series of free educational presentations that offer up-to-date information on a wide range of topics. Webinars vary in length but allow time at the end for Q&A. Most presentations offer the possibility for CPE credit as well. Below is a list of webinars for 2022:
FEBRUARY 2 | PREPARING YOUR PRACTICE FOR PROVIDER RELIEF FUND REPORTING
The Provider Relief Fund Reporting Portal will open for Reporting Period 2 on January 1, 2022, and close March 31, 2022. Providers must meet this deadline if they received more than $10,000 from the Provider Relief Fund (PRF) between July 1, 2020, to December 31, 2020. In this webinar, Lutz Experts Lauren Duren and Katie Blycker will help recipients of PRF payments learn how to navigate the PRF reporting process successfully.
MARCH 16 | KPIS FOR SMALL TO MID-SIZED BUSINESSES
Most organizations’ data is a collection of disparate systems and spreadsheets that make it difficult to get insight into the business. What if you could start to organize your data, arrange it, and then present it visually to gain insights, tell a story, and understand your business better? Now you can. In this presentation, Tony DeSantis of Lutz Tech will discuss how to unlock your data and create Key Performance Indicators (KPIs) for small to mid-sized businesses and take you through a deep dive of the Microsoft Power BI platform.
MARCH 30 | TOP HR TRENDS FOR 2022
As we enter 2022, the business landscape continues to evolve, and how and where we work remain in flux. As a result of the unprecedented challenges presented by the COVID-19 pandemic, the needs of employees continue to change and expand as well. In this presentation, Stephanie Hand and Chris Bouchard will cover the top HR trends for 2022 and how to lead your company through the ever-changing environment.
APRIL 20 | BENEFITS OF MOVING YOUR 401(K) TO A POOLED EMPLOYER PLAN
Is your business looking to reduce its time-consuming administrative duties, fiduciary liability and expenses related to its employee retirement plan? A Pooled Employer Plan (PEP) offers the flexibility to implement plan features that fit your organization while limiting your risk and cost associated with an individual custom plan. In this webinar, Chris Wagner of Lutz Financial and Mike Lyons and David Lipscomb of Newport will help companies understand the benefits of moving to a pooled employer plan.
MAY 4 | OFFICE 365 SPOTLIGHT: OUTLOOK TIPS & TRICKS
One of the most common Microsoft platforms is Outlook. This popular hub, used for sending, receiving, and organizing emails, as well as scheduling meetings, is utilized by businesses and individuals across the Globe. In this webinar, Lutz experts Jack Moylan and Jessica Murray will cover the basics of Microsoft Outlook and lesser-known tips and tricks to help you get the most out of the software.
MAY 18 | QUICKBOOKS DESKTOP DEMO FOR THE CONSTRUCTION INDUSTRY
How can contractors in the construction industry track their direct job costs and revenue in an efficient manner? The answer is simple – by utilizing job profitability reports in QuickBooks Desktop. In this webinar, Lutz experts will show you how these reports can help your company manage costs, identify underbillings, and track your job profitability in a summarized format that can be easily added to the WIP schedule on-demand.
JUNE 1 | AGRICULTURE TAX UPDATE
In this webinar, Lutz experts Bryson Henkel and Jen Schardt cover future possible tax law changes and related planning opportunities. They will also have a refresher crash course on current farm tax provisions including deferred grain contracts, QBI (199A) deductions, and more.
JULY 20 | OFFICE 365 SPOTLIGHT: FORMS
Whether for individual or business use, Microsoft Forms can help you capture important information through quizzes, surveys, and polls. With built-in smart technology, this tool does the work for you and integrates seamlessly with a number of your favorite apps. In this webinar, Lutz experts Jack Moylan and Jessica Murray will help you understand the Microsoft Forms platform and how to best utilize its features.
SEPTEMBER 7 | ZOOM VS. TEAMS
Two of the COVID-19 pandemic’s most powerful communication players were Zoom and Microsoft Teams. While each platform’s overall concept of virtual collaboration made easy is similar, a few key differences between the two are worth noting. In this webinar, Lutz experts Jack Moylan and Jessica Murray will walk you through each platform’s unique features and benefits to help you understand which tool will best fit your needs.
OCTOBER 5 | BUSINESS VALUATION BASICS
Whether you have plans to buy or sell a company, transfer ownership to a family member or employees, or just want to know what your business is worth, a valuation is great for helping you measure growth and financial success. In this webinar, Lutz experts Ryan McGregor and Michael Greteman will walk you through the benefits of a business valuation and how the process works.
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