2022 webinar schedule

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. MICROSOFT 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.

NOVEMBER 2 | HOT TOPICS + STRATEGIES FOR BUSINESS TECHNOLOGY

Technology is rapidly changing. To stay ahead of the competition, businesses need to understand the latest technology available to them, find which options best fit their needs, and learn how to implement and best utilize their tech stack to drive growth. In this webinar, Lutz experts will discuss hot topics in the technology industry, including cybersecurity, managing your IT, and artificial intelligence, as well as provide business IT strategies for 2023.

NOVEMBER 30 | NONPROFIT TAX UPDATE + FORM 990

Even though tax-exempt nonprofits do not pay federal taxes, they do have to file an information form with the IRS. Form 990 makes sure that nonprofits conduct their business in a way that is consistent with their public responsibility. In this presentation, Lutz experts Hannah Goscha and Dan Sweeney will cover Form 990, as well as other hot topics currently seen in the nonprofit industry.

DECEMBER 13 | YEAR-END TAX UPDATE

Though there aren’t many days left in 2022, you still have time for a quick review of your financial situation. In this presentation, Lutz experts will cover current tax law updates, as well as general year-end planning ideas.