Key Take Away: This training session covers THREE advanced features of Excel that provide automation within the application. PivotTables make building reports a breeze. You will be introduced to the basic task of building, formatting, and refreshing PivotTables. Formulas are equations that can perform calculations, return information, manipulate the contents of other cells, test conditions, and more. Explore what is considered the top 10 funct...

Key Take-Away: This training enables anyone who is familiar with the basics of pivot tables to take their skills and knowledge to the next level. Overview: Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) armory. With just a few clicks of the mouse (and no complicated formulas!), you can quickly and easily build the reports, dashboards, and charts that help you to summarize, analyze,...

Overview: More than 40 million Americans have become unemployed…and the number is still rising. This represents a catastrophic employment disruption and is a significant loss of employment talent. In response, more than 1 in 5 American workers have filed for unemployment insurance benefits…with many more are likely to do so. For employers, this represents a significant potential liability. While 2020 state UI tax rates have alrea...

Key Take Away: Attendees will create and edit basic mathematical formulas. You will build formulas in Excel with function autocomplete or by typing them manually, while learning essential functions like SUM, MIN, MAX, AVERAGE, and COUNT. You will also learn the difference between relative and absolute cell references as well as learning how to copy and paste formulas in Excel and apply autofill options. Overview: Using Excel is now a daily req...

Key Take Away: Attendees will learn the risks associated with reopening businesses in the aftermath of COVID-19, along with the availability of non-pharmaceutical interventions to improve safety for employees, customers, and other stakeholders. Adaptations to the epidemic through work-from-home and distance education have meanwhile opened the door for enormous financial savings through reduced use of brick-and-mortar structures, and their asso...

Key Take Away: In addition to useful information on 2020 limits, Federal reporting changes, and minimum wage changes, he webinar will also provide vital information on the new post-COVID laws designed to assist employees and the reporting requirements payroll will need to know. Overview: Changes to reporting (e.g. Form 941) after the pandemic’s economic effects: FFCRA, CARES Act A single point of reference for 2020 limits for 401(k), 403...

Key Take-Away: Attendees will walk away with best practices on how to engage and collaborate with their employees in a remote environment. Overview: The coronavirus, also known as COVID-19, has changed the way we work, how we work, and how we lead across the globe. Employers are challenged with how to stay in business while running their business remotely. With the constant changes, employers are stretch thin on how to make the remote world a...

Overview: During this webinar, we will discuss what questions to ask, the specific KYC/CDD questions, the general customer update questions, and most importantly, the questions related to suspicious activity. When this webinar is over, you will understand what information is available, how you should analyze the information, what your regulators expect from your institution and some of the dangers of not fully complying with KYC/CDD informatio...

Overview: People in many organizations have been working from home for years. However, with the current pandemic, many more workers are being asked to work from home. For those folks and those who supervise them, who are new to this mode of work, understanding how to accomplish goals in this new environment requires a quick learning curve. Working from home can be as productive or maybe more productive than traditionally going into the office....

Overview: The health and economic dangers associated with COVID-19 are obvious, and they have exposed serious vulnerabilities in complex international supply chains. China has meanwhile threatened openly to curtail exports of rare earths that go into electric vehicles and even lifesaving medications. The good news is however that, if everybody does what the CDC, OSHA, and the Surgeon General are telling us what to do, the outbreak is likely to...