Webinars

In this short webinar, we’ll address the problems faced by Silicon Valley Bank and other recently failed banks, and anticipate questions your customers may be asking you. We’ll sort our way through what has happened and ensure you’re prepared with the right information to understand the present situation, as well as address concerns throughout the industry.

In this webinar, we’ll discuss how onboarding is different from orientation, and help you build or revitalize onboarding in order to set your new employees up for success.

In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.

As artificial intelligence becomes a tool for everyday life, we need to embrace it and understand how it benefits us. In the case of ChatGPT, it’s about saving time. If you want to learn how to use ChatGPT to save yourself time, this training is for you.

It has always been challenging to open accounts for non-resident aliens and to identify the person we are doing business with. Since the USA PATRIOT Act, Customer Identification Program (CIP) law passed and opening these accounts and covering the required documentation and identification bases makes dealing with these accounts more challenging than ever. This issue is also a Bank Secrecy Act exam "hot spot" with the regulators, as nonresident alien accounts are considered to be high risk.

This presentation by Excel expert David Ringstrom, CPA, is designed for those who haven’t worked with Excel spreadsheets before or who haven’t used them in several years. He covers spreadsheet basics, different file types you can create, keyboard shortcuts to simplify repetitive tasks, and much more.

In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve those goals.

While many users rely on VLOOKUP to return data from other locations in a worksheet, that’s not always the most efficient approach. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, XLOOKUP, SUMIF, SUMIFS, SUMPRODUCT, IFNA, FILTER functions and more.

Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.