Are you offering a competitive retirement plan? In this webinar, Chris Wagner of Lutz Financial will cover the step by step process for making fiduciary decisions and administering a prudent retirement plan, as well as discuss current hot topics in the Finance Industry.

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On the most basic level, HR is involved in recruiting, hiring, benefits, compensation, training, employee relations, terminations – just about anything that involves employees and their work lives. In this seminar, Stephanie Hand will cover Human Resource Management in an ever-changing environment. In the second half of our seminar, Chris Bouchard of Lutz Talent, will discuss the benefits of hiring temporary staff, as well as some downfalls that can lead to a less-than-ideal experience for both parties. Chris will cover the right way and a wrong way to go about temp workers including the screening process and “to-do’s” once the temporary employee is hired.

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Getting up to speed on QuickBooks Desktop can be challenging if you’re just getting started. This software is popular because of its ease of use, but it is also one of the most comprehensive accounting software packages on the market. In this “Case Study” focused workshop, Susie Krause, Amanda Harpster, and Lauren Harris will offer strategies and best practice solutions to real-world examples that will help you use QuickBooks more efficiently and effectively.

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It is important to understand that the value of your business today, is only relevant to the extent that it serves as a starting point of your transition plan. Today’s value may bear little resemblance to the value of the business when you are ready to enter into a sale transaction. In this seminar,  Scott Carrico and Ryan McGregor will discuss multiple long and short term strategies to help prepare your business for success and a potential greater value.  

Most people know the importance of the basic estate planning elements, and may even have some or all of them implemented. But like everything in life, change happens, and updates will be necessary to some, if not all, of these documents. In the second half of the seminar, Tyler Bartruff will discuss the most common mistakes found in estate planning.

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Your balance sheet details your assets, liabilities, and owners’ equity, as well as provides a snapshot of your financial status. Data pulled from your financial statement can be used to calculate the basic financial ratios and track individual or company performance. In this interactive workshop, Taylor Pugh and Aimee Trumbull will take participants through the basics of understanding and using a business financial statement, teach you how to read a balance sheet, and offer tips on utilizing the data to better evaluate your business financials and focus on growth.

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With 7,500 different tax jurisdictions in the United States alone, it’s easy to understand why our sales & use tax laws are considered among the most complicated in the world. In this presentation, Stacy Watson and Lindsay Rouse will discuss sales tax collection and reporting requirements, as well as cover the changes in 2019.

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

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The market for artificial intelligence (AI) technologies is flourishing. Beyond the hype and the heightened media attention, the numerous startups and the internet giant’s racing to acquire them, there is a significant increase in investment and adoption by enterprises. Scott Kroeger will lead this session, offering an introduction to Artificial Intelligence. The presentation will provide a practical understanding of AI core concepts.  In addition, Neil Wardyn will dive into IT Hot Topics including wireless and mobile security, networking, infrastructure, the cloud, and more!

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The market for artificial intelligence (AI) technologies is flourishing. Beyond the hype and the heightened media attention, the numerous startups and the internet giant’s racing to acquire them, there is a significant increase in investment and adoption by enterprises. Scott Kroeger will lead this session, offering an introduction to Artificial Intelligence. The presentation will provide a practical understanding of AI core concepts, including. In addition, Neil Wardyn will dive into IT Hot Topics including wireless and mobile security, networking, infrastructure, the cloud, and more!

LEARN MORE!

On the most basic level, HR is involved in recruiting, hiring, benefits, compensation, training, employee relations, terminations – just about anything that involves employees and their work lives. In this seminar, Stephanie Hand and Sheana Smith will cover Human Resource Management in an ever-changing environment. In the second half of our seminar, Chris Bouchard of Lutz Talent, will discuss the benefits of hiring temporary staff, as well as some downfalls that can lead to a less-than-ideal experience for both parties. Chris will cover the right way and a wrong way to go about temp workers including the screening process and “to-do’s” once the temporary employee is hired.

LEARN MORE!

On the most basic level, HR is involved in recruiting, hiring, benefits, compensation, training, employee relations, terminations – just about anything that involves employees and their work lives. In this seminar, Stephanie Hand and Sheana Smith will cover Human Resource Management in an ever-changing environment. In the second half of our seminar, Chris Bouchard of Lutz Talent, will discuss the benefits of hiring temporary staff, as well as some downfalls that can lead to a less-than-ideal experience for both parties. Chris will cover the right way and a wrong way to go about temp workers including the screening process and “to-do’s” once the temporary employee is hired.

LEARN MORE!

Getting up to speed on QuickBooks Desktop can be challenging if you’re just getting started. This software is popular because of its ease of use, but it is also one of the most comprehensive accounting software packages on the market. In this “Case Study” focused workshop, Susie Krause and Amanda Harpster will offer strategies and best practice solutions to real-world examples that will help you use QuickBooks more efficiently and effectively.

LEARN MORE!

Getting up to speed on QuickBooks Desktop can be challenging if you’re just getting started. This software is popular because of its ease of use, but it is also one of the most comprehensive accounting software packages on the market. In this “Case Study” focused workshop, Susie Krause and Amanda Harpster will offer strategies and best practice solutions to real-world examples that will help you use QuickBooks more efficiently and effectively.

LEARN MORE!

It is important to understand that the value of your business today, is only relevant to the extent that it serves as a starting point of your transition plan. Today’s value may bear little resemblance to the value of the business when you are ready to enter into a sale transaction. In this seminar, Ryan Cook and Ashley Englund will discuss multiple long and short term strategies to help prepare your business for success and a potential greater value.  

Most people know the importance of the basic estate planning elements, and may even have some or all of them implemented. But like everything in life, change happens, and updates will be necessary to some, if not all, of these documents. In the second half of the seminar, Tyler Bartruff will discuss the most common mistakes found in estate planning.

LEARN MORE!

It is important to understand that the value of your business today, is only relevant to the extent that it serves as a starting point of your transition plan. Today’s value may bear little resemblance to the value of the business when you are ready to enter into a sale transaction. In this seminar, Ryan Cook and Ashley Englund will discuss multiple long and short term strategies to help prepare your business for success and a potential greater value.  

Most people know the importance of the basic estate planning elements, and may even have some or all of them implemented. But like everything in life, change happens, and updates will be necessary to some, if not all, of these documents. In the second half of the seminar, Tyler Bartruff will discuss the most common mistakes found in estate planning.

LEARN MORE!

Your balance sheet details your assets, liabilities, and owners’ equity, as well as provides a snapshot of your financial status. Data pulled from your financial statement can be used to calculate the basic financial ratios and track individual or company performance. In this interactive workshop, Taylor Pugh and Aimee Trumbull will take participants through the basics of understanding and using a business financial statement, teach you how to read a balance sheet, and offer tips on utilizing the data to better evaluate your business financials and focus on growth.

LEARN MORE!

Your balance sheet details your assets, liabilities, and owners’ equity, as well as provides a snapshot of your financial status. Data pulled from your financial statement can be used to calculate the basic financial ratios and track individual or company performance. In this interactive workshop, Taylor Pugh and Aimee Trumbull will take participants through the basics of understanding and using a business financial statement, teach you how to read a balance sheet, and offer tips on utilizing the data to better evaluate your business financials and focus on growth.

LEARN MORE!

Though there aren’t many days left in 2019, you still have time for a quick review of your financial situation. Join us for a seminar led by Jeremy Evans, Mark DeDiana, and Curtis Thompson that will cover current tax law updates as well as general year-end planning ideas.

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Though there aren’t many days left in 2019, you still have time for a quick review of your financial situation. Join us for a seminar led by Jerad Knott, Shane Stava, and Jenna Grenier that will cover current tax law updates as well as general year-end planning ideas.

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