Financial Planning, Budgeting, Forecasting

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  • 61 Request Info

    Webinar On Challenging the Tax Man: Basics of Litigating Cases in U.S. Tax Court

    This course will provide attendees with an overview of the U.S. Tax Court and how it has evolved as the preeminent tax tribunal. Topics to be covered include the structure of the Court, the Court's role in adjudicating tax disputes, jurisdictional and standing issues and comparing the Court to other judicial forums. The course will also discuss strategies for advisors in settling and litigating cases filed in the U.S. Tax Court.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 62 Request Info

    Webinar On Form 1041 Reporting Requirements

    With more and more trusts being used today and audits of Form 1041 (U.S. Income Tax Return for Estates and Trusts) on the rise, it has never been more critical to understand the ins and outs of income taxation of trusts and estates and the preparation of the Fiduciary Income Tax Return. Recent shifts and changes in the taxation of estates and trusts have also changed some of the planning techniques that practitioners should consider when advising clients.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 63 Request Info

    Webinar On International Trade Finance Payment Methods

    This 60-minute session will help exporters and importers understand the three international trade finance methods of payment; to include Letters of Credit, Documentary Collections and Open Account; and their variations. You will also learn the pros and cons of each method and what documents are used to effect each type.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 64 Request Info

    Webinar On Compensation Communication: How to Create a Pay Structure that Makes Sense and Improves Performance

    Salary expenses are generally the largest fixed cost an employer has. By creating a salary structure that is rational and linking it to a merit system, you will have a tool that will be very effective in helping you to control your salary expenses. This webinar will provide you with the basic concepts and understanding on how to create a salary structure and link it to a merit system.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 65 Request Info

    Webinar On Bankruptcy - Protecting Your Rights as a Creditor

    Bankruptcy is the process by which a debtor gets court approval to have debts legally eliminated. If you are a creditor or collection agency, it can seem like a complicated issue, but, it isn't. Congress has set forth measures to discourage the amount of bankruptcies filed, and to protect creditors from having to write off funds owed. This webinar will explain, in detail, the various types of bankruptcy.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 66 Request Info

    Webinar On Health Care Reform - New and Current Issues Regarding the Affordable Care Act (Obamacare)- Part 2

    This course (part 2 of a 2-part series) concentrates on the 2016 and beyond issues of the Affordable Care Act in the areas of tax compliance and planning. Upon completion of this course, the attendees will acquire a level of comfort that will provide the practitioner with a complete understanding of the most current and up to date tax and compliance issues of the Affordable Care Act.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 67 Request Info

    Webinar On Writing about Insurance Coverage - The Facts, the Law and the Insurance Policy

    In this training program, attendees will understand the necessity of writing a coverage letter. Attendees will understand how to utilize the facts and communicate to the insured the need for more information when there is insufficient information to make a coverage determination. They will also learn to employ state mandated language in the coverage letter. Additionally this workshop will discuss when and how to write letters reserving rights. Lastly, how to respond to insureds, their brokers and their attorneys when they propound a response to a coverage letter.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 68 Request Info

    Webinar On Effectively Handling Check Returns and Adjustments

    Proper handling of Check returns in a timely manner is outlined under the ECCHO Rules and the FRB Rules. This webinar will provide guidance and insight for financial institutions in understanding the difference between a return and an adjustment, a financial institution’s rights and responsibilities for these exception items, discuss the rights of the paying bank for the return of checks and how to make an adjustment claim against the depository bank when necessary. All of the above insights will assist a financial institution in its risk mitigation and risk reducing efforts.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 69 Request Info

    Webinar On Current Expected Credit Losses (CECL): How to Calculate and Maintain a Proper Allowance

    The Allowance for Loan and Lease Losses ("ALLL") represents one of the most significant estimates in an institution's financial statements and regulatory reports. It is a valuation reserve established and maintained by charges against the bank's operating income and is an estimate of loans that may be uncollectible. Because of its significance, each institution has a responsibility for developing, maintaining and documenting a comprehensive, systematic and consistently applied process for determining the amount of the ALLL and the Provision for Loans & Lease Losses.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 70 Request Info

    Webinar On Rolling Forecast: Best Practices

    The ability of a business to look into the future provides a better basis for more strategic decision making in the present. Rolling Forecast provide such a window into the future to support present decisions. To successfully implement a Rolling Forecast framework it is necessary to follow best practices established by others that have done so with great success.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 71 Request Info

    Webinar on 5 Critical Aspects of a Financial Plan

    Overview: In all aspects of life whether on the job or at home, if we have a plan and know where we are headed, we can be so much more productive. When we worry about money yet do little to manage it, we get anxious. This session will help eliminate that fear, reduce your stress, and ultimately make you more productive. Learn what the components of a comprehensive financial plan include and how that plan can help end your money worries, increase your knowledge about paying yourself first, make your money grow faster, and prepare you to achieve your goals and reduce your risk. Start by establishing your goals and objectives. Before building a financial plan, you need to know your goals and objectives.
  • 72 Request Info

    Webinar on Rolling Forecast vs Traditional Budgeting

    Rolling Forecasts are the wave of the future. They are rapidly replacing traditional budgeting. This webinar will outline and explain the critical differences and advantages of Rolling Forecasts over traditional budgeting. It challenges finance personnel and other managers to think outside the box and embrace the advantages of Rolling Forecasts. Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 73 Request Info

    Conference about Credit card surcharging What are The Stipulations for Compliance?

    Overview: The worst thing end-user organizations can do is to have an uninformed reaction to surcharging. It's important to first look at the big picture as end-users should also educate suppliers about the economics of card acceptance, pointing out the savings possible and other benefits. When suppliers are reaping the rewards, they should not be adding a surcharge. They might overlook the benefits of card acceptance, as well as the cost of other payment methods like checks and cash.
  • 74 Request Info

    Budgeting Essentials

    +Organizational Budgeting Activities and the Master Budget +Planning and Preparing an Operating Budget +Preparing Operating Budgets and the Cash Budget +Using Budgets for Management and Control +Final Exam: Budgeting Essentials
  • 75 Request Info


    Click on the name of the course to be taken to our website for class schedule, class outline, and to register. This class is for anyone serious about improving their working capital management skills. Learn industry recommended working capital management procedures and best practices in a small class setting taught by an experienced business professional. Three day class. Cost is $1,999.00.
  • 76 Request Info

    Advanced Financial Analysis

    In depth look at business statements and accounts analyzing accounts for anomalies, comparing accounts over time, understanding industry trend. Financial ratios and industry ratios and other key performance measures are learned and utilized.
  • 77 Request Info

    Creating and Using Budgets

    This is the basic budgeting class for non-profit executive directors, board members, and staff. It includes the role of the budget, how to create a budget, dealing with restricted funds, budget versus actual analysis, what to do when the budget doesn’t match reality or a deficit is projected, and why the budget should be continually updated and used as a management tool.
  • 78 Request Info

    Is Your Business Sustainable

    This is a course for business owners, board members, and senior executives focused on a detailed analysis of how the business generates income, pays for its operating expenses, and generates profits. The outcomes of this course are focused providing participants with an understanding of which products are profitable today, which products are likely to remain profitable, and of the internal and external risks to the business.
  • 79 Request Info

    ARC004 - ARC's Advanced Cost Accounting: Using Product Cost Information as a Strategic Weapon

    This program cuts to the chase. We aimed this program at serious cost professionals who are past the simple labor, material, and overhead variances, and are facing the challenge of identifying and reporting the true cause / effect relationship of the strategic and tactical activities of the company and their impact on the factory floor. You will take a step-by-step walk through typical cost accounting procedures. You will solve realistic cost-process problems than can be immediately applied to your unique environment...comparing job-costing and process-costing procedures...determining how to apply direct costing techniques...and developing a master plan that coordinates accounting and budgeting.
  • 80 Request Info

    ARC007 - ARC's Financial Analysis Using Excel: Finding the Truth in Financial Reporting

    Reading the financials is one thing, finding if they tell the truth is a totally different level! This interactive program goes far beyond the typical financial analysis program; identifying the strategic drivers that can dramatically enhance the profitability of your organization, to a higher level; determining if they are hiding fraud! Using the power of Excel©, you will learn how to master the tools and techniques it provides to master the latest financial analysis techniques, understand what the numbers are saying, and be better able to predict the outcome of strategic and tactical decisions. You will learn how to use this information to create wealth, find fraud, prevent disastrous acquisitions, and understand what the numbers are really saying. Don’t get blinded by fancy photos, cut through the hype and get to the facts.