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SUMMARY:(LIMG08/26) More Money at the End of the Month - Strategic Ways to Improve Cash Flow
DESCRIPTION:Event Description\nCash flow management is often the most important task of any CFO or financial leader. Regardless of whether oneworks in start-ups or established companies\, non-profit orfor-profit entities\, cash flow makes our organizations run.Have you ever wondered whether you are optimizing yourcompany’s cash flow? In this course\, we will explore how to improve your company’s cash flow using analysis and financial theories in the context of real-world situations. \nObjectives\n\nState the relationship between sustainable growth\, core earnings\, and company cash flow \nRecognize how time assessments and customer segmentation can be used to identify cash flow negative clients \nIdentify common behavioral biases which influence how a company spends money
URL:https://sc.cpa/event/limg08-26-more-money-at-the-end-of-the-month-strategic-ways-to-improve-cash-flow/
LOCATION:SC
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
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DTSTART;TZID=America/Detroit:20250903T130000
DTEND;TZID=America/Detroit:20250903T142000
DTSTAMP:20260504T063408
CREATED:20250331T210210Z
LAST-MODIFIED:20250902T193508Z
UID:10004403-1756904400-1756909200@sc.cpa
SUMMARY:(LITX15/26) Lifecycle Financial Planning - Dependency and Why It Matters
DESCRIPTION:Event Description\nDetermining dependency is normally straightforward in most situations. However\, with the changing family dynamic in current times\, practitioners are more often facing unique living and social situations from their clients. In these unique circumstances\, determining who is a dependent and who isn’t can be difficult. Through true to life discussion questions and plain English explanations of code sections\, this course explores the modern idea of dependency after the Tax Cuts & Jobs Act (TCJA).  \n\nEnrolled Agent Approved \nObjectives\n\nIdentify changes to the personal exemption \nIndicate which tax credits are affected by dependency \nRecognize the different types of dependents and the qualification tests for each type \nRecall the rules for claiming a Qualifying Child in the instance where more than taxpayer may be eligible to claim the dependent \nDetermine which taxpayers are able to claim a Qualifying Relative in the case of a multiple support agreement
URL:https://sc.cpa/event/litx15-26-lifecycle-financial-planning-dependency-and-why-it-matters/
LOCATION:SC
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250903T145000
DTEND;TZID=America/Detroit:20250903T163000
DTSTAMP:20260504T063408
CREATED:20250331T205414Z
LAST-MODIFIED:20250902T183516Z
UID:10004330-1756911000-1756917000@sc.cpa
SUMMARY:(LITE05/26) Excel for Staff Level 2 - Getting More Out of Excel
DESCRIPTION:Event Description\nExcel can do so many things but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to do just that. To learn ALL the capabilities of Excel would take hundreds of hours of training\, so this two-hour course is designed to give you a jump start on the most important features that you can immediately begin implementing in your spreadsheets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. \nDesigned For\nAny Excel user that wants to their spreadsheets to the next level. \nObjectives\n\nIdentify the best practices for setting up spreadsheets for data analysis  \nApply the use of Consistent Column Calculations to improve the accuracy of your spreadsheets  \nDetermine how to leverage array formulas\n\nMajor Subjects\n\nOverview of setting up spreadsheets for data analysis and how Excel Tables can help  \nLearning the importance of Consistent Column Calculations  \nHow to use Conditional Formatting to highlight important information  \nHow to leverage Excel Tables by analyzing them in PivotTables  \nLearning to leverage array formulas
URL:https://sc.cpa/event/lite05-26-excel-for-staff-level-2-getting-more-out-of-excel/
LOCATION:SC
CATEGORIES:Livestream
ORGANIZER;CN="Bryan Smith":MAILTO:bsmith@datasmithpro.com
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