SEMINAR OUTLINE
8:00 Pivot Tables and What’s New in Excel
Speaker: Bill Jelen “Mr. Excel”
* Learn how to work with the new dynamic arrays in Excel. Sort, Filter, or Remove Duplicates with new formula functions.
* See how XLOOKUP simplifies VLOOKUP and adds new capabilities.
* Simplify complex formulas using the LET function
* Summarize data using Pivot Tables
* Join data from different worksheets in the same pivot table.
9:00 Corporate Tax Update
Speakers: David Reyes—Shareholder, Tax Consulting Services Group, Maloney and Novotny LLC
Paul Speyer—Principle, Maloney and Novotny LLC
* Secure Act passed in December 2019
This new legislation made significant changes affecting retirement savings and employer sponsored retirement plans. Learn how the SECURE Act impacts your retirement savings and your company retire plan.
* Business Tax Update
Bonus Depreciation
NOL Carrybacks
PPE Loan Forgiveness
10:00 The Human Side of Navigating Work in the Quarantine
Speaker: Jim Smith—The Executive Happiness Coach
Employers are facing the challenges of having most or all their employees working from home as the world navigates the coronavirus quarantine.
This is uncharted territory, but one thing is sure: Employers’ top priority is keeping the workforce healthy while conducting business as best as possible. Jim will share a few tips to maintain a productive and safe environment while helping employees during this uncertain time.
11:00 Cash Flow Management for Small Business in a Changing World
Speaker: Chris Dastoli, MBA, CMA—Director of Finance , NACAS
3 Learning Objectives:
After attending this session, attendees will be able to:
1) Understand the eight key areas to focus on to successfully manage cash flow.
2) Understand which strategies are most appropriate for different situations.
3) Be able to apply the case study knowledge gained to their own business.
For full workshop event details click on the link
Brochure_2020.pdf