LUTZ EVENTS AND WEBINARS
QuickBooks Online Series
Join us for a QuickBooks Online Series throughout August, September & November! Receive a tutorial of the Accounts Receivable and Banking…
10.6.21 | Office 365 Spotlight: Excel | Webinar
This webinar will cover the common features and benefits of Excel as well as tips and tricks for utilizing some of its more complicated components to optimize your business’s data…
11.10.21 | Non-Profit Tax Update + Form 990 | Webinar
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…
12.15.21 | Office 365 Spotlight: Planner | Webinar
This webinar will cover the features and benefits of Planner and offer tips your team can utilize to better communicate, collaborate, and stay organized through this tool…
PRESENTATION RECORDINGS
8.4.21 | Office 365 Spotlight: OneNote | Recording
This webinar will cover the features and benefits of OneNote and how your business can best leverage its innovative multi-media sharing functionalities…
9.1.21 | Risk Areas in Due Diligence During M&A Process | Recording
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…
7.28.21 | Best Practices for Creating & Adopting a Remote Work Policy | Recording
In this presentation, Lutz experts will offer tips and considerations for businesses looking to adopt or enhance their remote work policies to ensure employees, employers, and the organization…
7.14.21 | Financial Statements for Nonprofits | Recording
In this seminar, Lutz experts will take participants through the basics of understanding and using financial statements in a nonprofit…
6.30.21 | Stark Regulation Updates + Physician Compensation Compliance Strategies | Recording
In this webinar, we discuss Stark regulation updates and how the changes will affect your physician compensation models…
5.5.21 | Am I Ready to Sell My Business? | Recording
When is the right time to exit your business? Whether you are considering a business sale or not, it’s important to understand your options…
6.2.21 | Modernizing Customer Relationship Management with Software | Webinar
In this presentation, Ryan Wade of Lutz Tech will highlight the benefits of modern ERP and CRM systems and what you need to know before choosing a solution…
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…
12.4.2019 | Year-End 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 covers current tax law updates…
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