UPCOMING OMAHA + WEBINAR EVENTS
1.19.21 LUTZ LEARNING LIVE | 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.
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1.26.21 LUTZ LEARNING LIVE | SECOND ROUND + COVID-19 STIMULUS PACKAGE | WEBINAR
Included in the Consolidated Appropriations Act, 2021 signed into law in late 2020 is $900 billion of COVID-19 related relief provisions for individual taxpayers and small businesses. In this presentation, the Lutz PPP Team will cover various topics to help business owners understand the relief options available.
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2.10.21 LUTZ LEARNING LIVE | OFFICE 365 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.
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3.3.21 LUTZ LEARNING LIVE | 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.
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3.17.21 LUTZ LEARNING LIVE | OFFICE 365 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.
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4.14.21 LUTZ LEARNING LIVE | OFFICE 365 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.
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5.5.21 LUTZ LEARNING LIVE | 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.
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UPCOMING CENTRAL NEBRASKA + OTHER EVENTS
PRESENTATION RECORDINGS
ACCOUNTING
QUICKBOOKS TECHNIQUES EVERY USER SHOULD KNOW
Getting up to speed on QuickBooks can be challenging if you’re just getting started. This software is popular for ease of use, but it is also one of the most comprehensive accounting software packages on the market. This presentation, led by Amanda Harpster and Lauren Harris, will offer tips and tricks that can save you hours, even if you’re a pro!
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NEBRASKA GRAIN AND FEED ASSOCIATION + TAX REFORM
This webinar presentation, catered to the ag industry, will cover the ins-and-outs of the Tax Cuts and Jobs Act of 2017, a once-in-a-generation tax reform bill. Key takeaways from this presentation include information on individual changes, business changes, qualified business income deduction, opportunities to control taxable income, and more!
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CHANGES IN NEBRASKA SALES TAX LAWS
Do you have questions about sales and use tax laws? You’re not alone. 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. Please join us for a presentation led by Stacy Watson for a discussion on Nebraska sales tax and audit risk and how it may affect your organization.
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HEALTHCARE | MEDICARE COST REPORT
This presentation, led by Kirk Delperdang and Julianne Kipple, discusses helpful tips to keep in mind as hospitals prepare and review their Medicare cost report. Kirk and Julianne specialize in accounting and reimbursement consulting for CAHs. This presentation also covers the cost report preparation process and review topics that can have a significant impact on Medicare reimbursement for the facility.
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HEALTHCARE | REVENUE CYCLE
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FINANCIAL STATEMENTS IN THE CONSTRUCTION INDUSTRY
This presentation, led by Ryan Cook and Shawn Wederquist, discusses the basics of Construction Financial Statements. You will gain an understanding of financial statements and what key financial indicators to watch for as it relates to banking and bonding.
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REVENUE RECOGNITION + LEASE ACCOUNTING + NFP UPDATE
The first presentation, led by Nate Hagge and Kyle Hofeldt, provides a thorough review of the New Revenue Recognition Standard and how to apply these new rules. The second presentation led by Katie Byrd, covers major areas of change from the existing lease standard, and an explanation of the new standard. And finally, the last presentation, led by Jody Decker, discusses new and proposed accounting and auditing standards and how they will impact not-for-profit entities and their auditors.
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STATE INCOME TAX FOR BUSINESSES AND INDIVIDUALS
Attendees will learn about state income tax issues relevant to Nebraska based businesses and their owners. This presentation, led by Russ Smith, includes a discussion of business income tax topics such as nexus, apportionment, composite filings, and nonresident withholding. Individual income tax topics include resident vs non-resident filings, the Nebraska Capital Gains Exclusion, and Nebraska’s treatment of income earned by S Corporations and LLC’s.
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TAX PLANNING & UPDATES
This seminar, led by John Kampfe, Joe Donovan, and Steve Nebbia, covers current year law updates that may impact your taxes. This informative course will bring you up-to-speed on the latest in business and individual tax laws and the corresponding planning opportunities available to you for tax-saving ideas that will serve your ever-evolving needs!
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HEALTHCARE | FINANCIAL COMPLIANCE CHECK-UP
Now that winter is here, what better way to spend some additional time indoors than doing a winter healthcare financial compliance checkup. In this webinar, we take a step back and look at the overarching financial infrastructure vital to a facility’s long-term success and stability. Reviewing each major section of healthcare finance, we discuss key policies, internal controls, contracts, and other best practices to help organize the financial compliance aspects for healthcare providers.
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TAX LAW UPDATE
In this webinar, Deyna Rouse and John Kampfe discuss updates to the new tax law and how it may affect your business or organization. They also cover the Qualified Business Income Deduction, method changes, depreciation, interest limitations, and more!
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HEALTHCARE | THE INTERSECTION BETWEEN FINANCIAL AND OPERATIONAL SUCCESS
Lutz partners with the Health Care Association of Nebraska (HCAN) to provide financial education to Primary Care Associations (PCA) in Nebraska, Nevada, Wyoming, Montana, South Dakota and North Dakota through Finance Peer Learning Network webinar series. Please see the recorded webinar below on “The Intersection between Financial and Operational Success”, presented by Julianne Kipple and Cathy Bojanski with Lutz. This webinar discusses how Community Health Centers (CHCs) can help achieve operational and financial success through effective strategic planning, overcoming common operational issues, and how to measure/monitor those successes through benchmarking.
*You will need to download Adobe Connect in order to view the webinar recording.
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WHAT'S NEW WITH WAYFAIR? + SALES AND USE TAX UPDATE
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 discuss sales tax collection and reporting requirements, as well as cover the changes in 2019.
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YEAR-END TAX PLANNING STRATEGIES & UPDATES
Though there aren’t many days left in 2019, you still have time for a quick review of your financial situation. This seminar, led by Adam Austin, Steve Nebbia, and Justin Korth, covers current tax law updates as well as general year-end planning ideas.
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HEALTHCARE | EXTERNAL FINANCIAL STATEMENT AUDIT + MEDICARE COST REPORT BEST PRACTICES
The few months after a facilities’ fiscal year-end are always challenging. We have all been through the experience – at the time, we’ve all said “next year will be better” and “we will fix the bottlenecks”. Whether or not your facility has had success or not making progress in this area, this webinar will help create a checklist of ways to plan, prioritize, and complete items throughout the year and before the audit. In this presentation, Julianne Kipple and Chase Dudzinski discuss how to make the year-end process easier for your staff, more efficient for auditors and cost report preparers, and make your facility less prone to large audit adjustments and/or costly mistakes in reimbursements.
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QUICKBOOKS ONLINE OVERVIEW
This presentation covers a general overview, banking center and receipt capture, new features, and reporting tips for QuickBooks Online.
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PHYSICIAN'S COMPENSATION
As often as the healthcare world is changing, updating physician compensation agreements tends to be further down on the to-do list. Just how often is it necessary to evaluate and modify a physician compensation plan? Is your practice recruiting and retaining physicians by offering fair and competitive compensation? This webinar discusses how to examine your practice’s physician compensation plan, outline the various models of calculating and implementing physician compensation plans, and how to ensure the financial viability of the practice during this process. We also discuss how to align physician incentives and rewards while maintaining the core mission, vision, and values of the healthcare organization.
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PAYCHECK PROTECTION PROGRAM LOAN FORGIVENESS
The Paycheck Protection Program (PPP) is designed to provide a direct incentive for small businesses to keep their workers on their payroll by offering financial assistance through a loan. As helpful as this program has been, business owners nationwide are struggling to understand the loan’s forgiveness policy and regulations. In this presentation, Bill Kenedy, Michael Greteman, and Mark Otte cover calculation tips, as well as how to optimize and attain forgiveness.
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QUICKBOOKS DESKTOP OVERVIEW
This presentation covers a general overview, new features, navigation tips, and reporting tips for QuickBooks Desktop.
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HEALTHCARE | RURAL/CAH COVID-19 FINANCIAL OVERVIEW & ACCOUNTING UPDATE
The COVID-19 public health emergency has impacted the healthcare industry in numerous ways. All healthcare providers, including rural providers such as Critical Access Hospitals (CAHs) and Rural Health Clinics (RHCs), have been on the forefront of battling the COVID-19 outbreak. In this complicated time, our goal is to provide an up-to-date overview of the various distributions/intent through the CARES Act and other COVID funding and to address common questions as to accounting and reporting requirements for these funds. In this presentation, Julianne Kipple and Paul Baumert discuss this topic and the potential impact for your organization.
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PAYROLL MODULE FOR QUICKBOOKS DESKTOP
This presentation covers employee setup, payroll item setup, state wage considerations, payroll liabilities, and reporting tips for the payroll module for QuickBooks Desktop.
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ACCOUNTS PAYABLE MODULE FOR QUICKBOOKS DESKTOP
This presentation covers billable expenses, use of items, use of purchase orders, reporting tips, and how to use vendor invoices for the accounts payable module for QuickBooks Desktop.
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ACCOUNTS RECEIVABLE MODULE FOR QUICKBOOKS DESKTOP
This presentation covers customer and job setup, item setup, billable time and expenses, reporting tips, emailing invoices, and how to use invoice templates for the accounts receivable module for QuickBooks Desktop.
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AGRICULTURE TAX CUTS & JOBS ACT (199A) UPDATE
The Tax Cuts and Jobs Act of 2017 contains numerous provisions that impact the agriculture industry. No provision has created more uncertainty and questions than IRC Section 199A – commonly known as the qualified business income (QBI) deduction. In this webinar, Curtis Thompson and Jen Schardt cover the ins and outs of Section 199A and some of the more unclear and uncertain areas of the deduction.
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REPORTING MODULE FOR QUICKBOOKS DESKTOP
This presentation covers customizing and memorizing reports, custom summary reports, the financial statement overview, and company snapshot.
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HEALTHCARE | KANSAS & NEBRASKA COMMUNITY HEALTH CENTER CFO VIRTUAL BOOTCAMP
The COVID-19 public health emergency has impacted the healthcare industry in numerous ways. All healthcare providers, including Community Health Centers (CHCs), have been on the forefront of battling the COVID-19 outbreak. Various programs have been established to help providers in their response. In this complicated time, our goal is to provide an overview of the Paycheck Protection Program, the various distributions through the CARES Act and other COVID funding to CHCs, along with strategies related to use of funds, including avoidance of double dipping. We also provide an accounting and audit update, overview of common frauds in the non-profit industry, telehealth billing, and financial fundamentals for a CFO. We also address common questions as to accounting and reporting requirements for these funds. Join Julianne Kipple, Amy Evanich, Mark DeDiana and Michael Greteman to learn more about this topic and the potential impact for your organization.
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IMAGINE NEBRASKA ACT
On August 17, 2020, Governor Pete Ricketts signed into law Legislative Bill 1107, which includes a new business tax incentive program called the ImagiNE Nebraska Act. This Act aims to encourage high-wage jobs, promote investment in distressed and rural areas, simplify administrative requirements, and allow for more transparency and accountability. In this webinar, Lutz experts Stacy Watson and Russ Smith, address the ImagiNE Nebraska Act’s highlights and discuss ways your business can take advantage of its benefits.
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FINANCIAL STATEMENTS 101
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 statements can be used to calculate the basic financial ratios and track individual and company performance. In this seminar, Taylor Kendall and Clarke Beller will take participants through the basics of understanding and using financial statements, and offer tips on utilizing the data to better evaluate the business financials and focus on growth.
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WHAT IS FORM 990 & NOT-FOR-PROFIT HOT TOPICS
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 webinar, Deyna Rouse will cover Form 990, as well as other hot topics currently seen in the Not-For-Profit industry.
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YEAR-END TAX UPDATE & STRATEGIES 11.10.20
Though there aren’t many days left in 2020, you still have time for a quick review of your financial situation. In this presentation, Lutz experts Jeremy Evans and Tyler Hohenstein, cover current tax law updates, as well as general year-end planning ideas.
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YEAR-END TAX UPDATE & STRATEGIES 12.2.20
Though there aren’t many days left in 2020, you still have time for a quick review of your financial situation. Join us for a virtual presentation led by Justin Korth, Jonathan Patent, and Adam Austin that covers current tax law updates, as well as general year-end planning ideas.
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HEALTHCARE | PREPARING & REVIEWING MEDICARE COST REPORTS
This webinar covers important cost report preparation and review topics that can have a significant impact on Medicare reimbursement for your facility.
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HEALTHCARE | 2020 STIMULUS FUNDING
In this presentation, Lutz experts discuss important information and updates, as well as answer frequently asked questions on various stimulus funding opportunities.
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FINANCIAL
RETIREMENT INCOME AND DISTRIBUTION PLANNING
Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But with the elimination of traditional pension plans and increased life expectancies, retirees are now finding that the distribution phase (spending down assets in retirement) is far more complex and requires a skill-set that neither they nor their financial advisor may possess. This seminar, led by Joe Hefflinger and Nick Hall of Lutz Financial, will highlight the key components of a successful retirement income and distribution plan as well as specific strategies to consider.
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BEST PRACTICES FOR PLAN FIDUCIARIES
Are you offering a competitive retirement plan? In this webinar, Chris Wagner of Lutz Financial covers the step by step process for making fiduciary decisions and administering a prudent retirement plan, as well as discusses current hot topics in the
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FAMILY OFFICE MILLENNIAL EDUCATIONAL SERIES: FINANCIAL LITERACY BASICS
Nick Hall and Josh Jenkins of Lutz Financial cover savings plans, insurance basics, and credit & debt, along with a Q&A session.
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PRUDENT INVESTMENT OPTIONS FOR COMPANY RETIREMENT PLANS
Company-sponsored 401k’s/403b’s/457’s have replaced traditional pension plans and become America’s retirement plan of choice. For many employees, their company retirement plan will represent the largest sum of money that will accumulate, meaning a significant portion of employee success or failure is dependent on the investment options and educational resources made available through the company retirement plan. In this webinar, Chris Wagner of Lutz Financial dives deep into prudent investment options for company retirement plans.
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WILL I OUTLIVE MY ASSETS? FINDING THE RETIREMENT SWEET SPOT
Will you be ready to retire when the time comes? Ultimately, one’s roadmap can be viewed as an algebra equation. There are many variables to this equation, some we can control and others we cannot. It’s important to isolate the variables we can control, and incorporate the ones we can’t, to get to the right answer. In this webinar, Justin Vossen and Nick Hall of Lutz Financial discuss if there’s a retirement “sweet spot” and how to get there.
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M&A
EXIT PLANNING STRATEGIES
Business owners are good at dealing with everyday decisions, but they often forget that a main reason they are in business is to be rewarded for building a valuable business. The issue many are facing these days is that research indicates less than 10% of business owners have a formal exit strategy in place. Led by Bill Kenedy of Lutz M&A, this presentation will cover the questions business owners should be asking themselves and steps to help make the decision process easier.
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WHAT YOU NEED TO KNOW ABOUT FORMING AN ESOP
Business owners sometimes overlook the option of selling their company to an Employee Stock Ownership Plan (ESOP). Although this option may not be right for all businesses, it can be a very attractive and flexible alternative for the right type and size of business. In this presentation, Bill Kenedy of Lutz M&A outlines the best type of candidate for ESOPs and covers the key benefits.
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COMPLETING AN M&A DEAL 101
When it comes to selling a company, the business owners really should ask themselves – “Why would someone acquire my company? What are they really purchasing? How much is my business worth?” In this webinar, Bill Kenedy and Dani Sherrets of Lutz M&A walk you through the M&A process, EBITDA and EBITDA Adjustments, and give you a few key M&A tips that will lead to the successful completion of an M&A deal.
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TALENT
SOCIAL MEDIA STRATEGIES FOR RECRUITING
Social media platforms can be used to advertise jobs, attract talent, and communicate with potential candidates. These platforms include Facebook, LinkedIn, Twitter and even Instagram. When compared to more traditional methods, this form of recruiting can reach broader audiences at a smaller cost. Promoting open positions on social media can extend the search to passive candidates while creating a buzz about what it would be like to work for the organization. This seminar, led by Alex Cassidy and Janessa Wolf of Lutz Talent, will discuss effective strategies for successful recruiting through social media.
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HRM IN A CHANGING ENVIRONMENT + BENEFITS OF TEMPORARY STAFFING
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
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SMALL BUSINESS STAFF PLANNING TIPS & TRICKS
Business owners within every industry are facing the challenge of maintaining an efficient staff. Some difficult scenarios can come from not having a staffing approach – such as overstaffing or overworking the few good employees you do have. In this webinar, Steve Guenther and Katy Doyle of Lutz Talent cover strategies when it comes to staffing your small business.
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TECH
AN INTRO TO ARTIFICIAL INTELLIGENCE
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 leads this seminar, offering an introduction to Artificial Intelligence. The presentation provides a practical understanding of AI core concepts.
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MICROSOFT OFFICE 365 + OPTIMIZING BUSINESS PROCESSES
When owning a business, there are many things to master in a small window of time. From figuring out your finances to managing your employees, juggling everything can be a difficult task to accomplish. When you conclude that you need a better way of doing things, you should first consider the applications and programs you are utilizing. In this webinar, Gary Newton and Matt Longenecker of Lutz Tech will introduce you to Microsoft Office 365 – a program that can handle many different business processes for you.
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MICROSOFT OFFICE 365 VIRTUAL TOUR
There’s always a better way of doing things, and it all starts with the applications and programs you are utilizing. In this presentation, Alex Lutz and Steven Brabec discuss products included in your Office 365 subscription that can help you optimize your business process.
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CYBERSECURITY + INTERNET SAFETY FOR YOUR BUSINESS
Cybersecurity is an ever-prominent, continuously evolving topic in the business world today. With new technological advancements daily, it can be challenging to stay on top of its latest “trends.” In this presentation, Jessica Murray helps you understand what cyber threats look like and provide tips to help you, your business, and your employees stay safe and secure in the cyber-world.
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TAKE ME TO "THE CLOUD"
Cloud hosting is a great avenue for businesses that are looking for increased security, flexible work environments, and instant scalability. In this presentation, Gary Newton and Scott Kroeger discuss the many benefits of cloud computing and how your business can best utilize its functionality.
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DATA. ANALYTICS. AUTOMATION. WHERE ARE WE NOW? WHERE ARE WE HEADED?
Data is the fuel that drives your business, and automation keeps it running. In this presentation, Tony DeSantis takes a quick dive into the realm of data analytics and automation to show you how your business can derive value from commonly overlooked information and streamline operations with automated processes.
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SECURELY EXCHANGING DOCUMENTS WITH KEY DECISION MAKERS
Threadworks is a collaborative tool that allows users to exchange, sign, and store documents online like never before. In this presentation, Ryan Wade shows you how this comprehensive platform can help your business streamline processes while enhancing security and overall usability.
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OFFICE 365 SPOTLIGHT + MICROSOFT TEAMS
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.
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