Our Upcoming Webinars

TIN Matching and B Notices: Best Practices to Minimize Errors on IRS Form 1099 Information Returns

Monday, July 15, 2019 at 12:00 pm ET

Duration: 90 minutes

Speaker: Miles Hutchinson

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Filing a Form 1099 for your customers that contains wrong information wastes your time and could cost your bank money. How do you know your customer's W-9s are correct? What are the consequences of filing incorrect name and ID numbers in your 1099s? As explained by Miles Hutchinson in this informative webinar, with the use of TIN Matching, you can move your institution toward full Form 1099 compliance, improve efficiency, standardize processes, and compile adequate documentation to ensure your 1099s contain accurate information that will agree with the IRS's records.

Register for Live Webinar: $219
Register for Live Webinar Plus Recording Download: $329

Register for Live Webinar Plus CD (includes shipping and handling): $369

 

Excel for HR Management Professionals

Wednesday, July 17, 2019 at 1:30 pm ET

Duration: 90 minutes

Speaker: Teri Morning

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Excel is one of the most powerful tools in today’s workplace. You will almost always see in job postings for management jobs, including HR positions, that Excel skills are required.  HR professionals need to organize, analyze and communicate data, which is the purpose of Excel. In HR, it is virtually impossible to do compensation, benefits, project management or any HR function without knowing some Excel, and it is impossible to be a true business partner without knowing Excel.  This webinar will teach you the basics of Excel functions at which today’s HR management professionals are expected to be proficient.

Register for Live Webinar: $219
Register for Live Webinar Plus Recording Download: $329

Register for Live Webinar Plus CD (includes shipping and handling): $369

 

Financial Forecasting Using Excel's Powerful Sensitivity Tools

Thursday, July 18, 2019 at 12:00 pm ET

Duration: 90 minutes

Speaker: Miles Hutchinson

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Financial analysis is an area of opportunity and risk. Analysis should incorporate tests of sensitivity to changes in key variables using the most advanced tools available. Typical financial models do not effectively utilize these tools. In just 90 minutes, experienced CGMA and financial analyst, Miles Hutchinson, will demonstrate these powerful sensitivity tools for you using Microsoft Excel™. He will provide practical instructions and guidance for applying these modeling techniques and identify the key cautions to help you avoid potential misfires.

Register for Live Webinar: $219
Register for Live Webinar Plus Recording Download: $329

Register for Live Webinar Plus CD (includes shipping and handling): $369

 

10 Basic Rules for an ERISA Fiduciary

Wednesday, July 24, 2019 at 1:30 pm ET

Duration: 90 minutes

Speaker: Anthony A. Dreyspool, Esq.

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An ERISA plan fiduciary is subject to many rules and regulations that are complex and carry heavy penalties for noncompliance. Join experienced ERISA fiduciary lawyer Anthony A. Dreyspool as he discusses the 10 basic rules that must be observed by a plan fiduciary, including knowing whether a person or an entity is a fiduciary, how ERISA expects a fiduciary to act and what happens if he or she fails to meet applicable legal standards. This presentation will give you a thorough review of how ERISA and the US Department of Labor (DOL) regulate plan fiduciary conduct. It will cover up to the minute developments in DOL regulations and relevant case law.

Register for Live Webinar: $219
Register for Live Webinar Plus Recording Download: $329

Register for Live Webinar Plus CD (includes shipping and handling): $369

 

Creating and Living a Harassment-Free Workplace Environment

Tuesday, July 30, 2019 at 1:30 pm ET

Duration: 90 minutes

Speaker: Robert G. Brody, Esq.

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Knowing what sexual harassment is and how to prevent it is the only way to weather the proverbial #MeToo storm. In this webinar, attorney Robert G. Brody will discuss how to identify and prevent workplace harassment, as well as a host of other related issues.

Register for Live Webinar: $219
Register for Live Webinar Plus Recording Download: $329

Register for Live Webinar Plus CD (includes shipping and handling): $369

 

HR Metrics: Measuring and Communicating the Strategic Value of Human Resources

Wednesday, July 31, 2019 at 1:30 pm ET

Duration: 90 minutes

Speaker: Ronald Adler

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HR professionals make a vital contribution to a company’s bottom line, but they have to become a strategic partner with top management. This webinar discusses the use of HR metrics as a core competency for HR management, reviews the role HR metrics play in helping an organization make critical business decisions, describes how to calculate exposure to liability of employment-related practices, and provides a description of some of the more widely used HR metrics and their effective use.

Register for Live Webinar: $219
Register for Live Webinar Plus Recording Download: $329

Register for Live Webinar Plus CD (includes shipping and handling): $369

 

Payroll Tax Compliance — Learn Best Practices

Thursday, August 1, 2019 at 2:00 pm ET

Duration: 90 minutes

Speaker: Miles Hutchinson

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Join CGMA Miles Hutchinson for a 90-minute study of best practices for payroll tax compliance. Learn the processes, controls and procedures to keep your payroll tax obligations paid on a timely and accurate basis. Mr. Hutchinson will cover the critical aspects of insuring compliance with law.

Register for Live Webinar: $219
Register for Live Webinar Plus Recording Download: $329

Register for Live Webinar Plus CD (includes shipping and handling): $369

 

The Employee ER Room - Solving Employee Drama, Pettiness, Workstyles and Personality Complaints

Thursday, August 1, 2019 at 1:30 pm ET

Duration: 90 minutes

Speaker: Teri Morning

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Left unchecked problem employees will tear apart teamwork, cause many problems, and decrease team productivity This webinar by HR consultant Teri morning will explain how managers can identify problem employees, manage them and mitigate their effect on others.

Register for Live Webinar: $219
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Register for Live Webinar Plus CD (includes shipping and handling): $369

 

FMLA, ADA, USERRA, Workers Compensation, and HIPAA: Learn How These Laws Work Together

Wednesday, August 7, 2019 at 1:30 pm ET

Duration: 90 minutes

Speaker: Deirdre Kamber Todd

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Medical leaves are governed by many laws that can create difficult compliance issues for an employer. These laws are: the Family Medical Leave Act (FMLA); the Americans with Disability Act (ADA); workers’ compensation laws; the Uniformed Services Employment and Reemployment Rights Act (USERRA); and the Health Insurance Portability and Accountability Act (HIPAA). This 90-minute webinar will provide a wealth of practical advice to enable HR professionals, attorneys and business executives to learn how to comply with these laws that affect medical leaves.

Register for Live Webinar: $219
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How to Create Psychological Safety at Work - The Foundation of High Performing Workgroups

Thursday, August 8, 2019 at 1:30 pm ET

Duration: 90 minutes

Speaker: Teri Morning

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Psychological safety (PS) has been studied since the 1960s. Without PS you’ll never get the best out of people. Without PS employees spend their energies watching their backs, playing office politics and trying to “stay out of the way and out of trouble.” Malfunctioning personalities thrive in environments low in PS. How do you get buy-in that PS is an important concept and worth creating at your workplace? Join HR consultant Teri Morning to learn about workplace psychological safety and how it can help your business.

Register for Live Webinar: $219
Register for Live Webinar Plus Recording Download: $329

Register for Live Webinar Plus CD (includes shipping and handling): $369

 

Rethinking the Performance Review: Are Annual Appraisals Worth All the Work?

Wednesday, August 14, 2019 at 1:30 pm ET

Duration: 90 minutes

Speaker: Sam Reeve

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During this 90 minute information-rich webinar, HR consultant Sam Reeve will discuss crafting employee performance appraisals to fit your company’s culture and business strategy. You will learn the cutting-edge techniques that your competitors have implemented. Don’t go another year with a suboptimal program. Join this webinar to learn how to take your company’s performance management practice to a whole new level.

Register for Live Webinar: $219
Register for Live Webinar Plus Recording Download: $329

Register for Live Webinar Plus CD (includes shipping and handling): $369