Analysts Telephone Seminars - Training Resources

Discover the Secrets of Microsoft(R) Excel Pivot Tables BenefitsAny Excel user who maintains database-like data invariably needs tools to manage and analyze the data beyond mere sorting and filtering. Excel 's pivot table feature gives you a quick and powerful way to create summary cross-totals combined with an enormous flexibility to restructure your results with simple dragging of fields. Whether you need the ability to create a quick look at the  more...

Utilizing Graphs and Charts in Microsoft Excel BenefitsAny Excel user who needs quick methods to show numerical information in a visual way needs to know the basics of chart creation; how (and why) to use different chart types; and how to alter the look of a chart with layout, color and content changes. Depicting data in a chart may reveal a trend that was not so obvious in the numerical data, which often can be dry and boring. That elusive  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations BenefitsAs more U.S. companies view global markets as a necessity to survive and to grow, more U.S. companies own foreign subsidiaries to conduct foreign operations. Whether you are a growing multinational company with subsidiaries all over the globe, or a small, closely-held company that owns a Canadian subsidiary, you will have to file IRS Form 5471 for every foreign corporation that you own.  more...

Microsoft Outlook 2007 Tips and Tricks BenefitsOutlook is a powerful, feature-filled personal information manager but many users are overwhelmed by the features and options available and never take full advantage of the potential it offers for managing email, calendar and contacts. They don't discover the time-saving shortcuts Outlook provides or utilize the many options included in Outlook. This teleconference offers a quick course in  more...

Reverse Mortgages: A Lender's Perspective BenefitsThe reverse mortgage market is expanding exponentially as the population ages and new players are coming into the market. Don't get left behind. Learn what a reverse mortgage is, what's involved in offering such a product, which reverse mortgage products are currently offered in the market, state and federal requirements, and potential pitfalls. Join Reed Smith attorney Arthur Axelson for  more...

Advanced Microsoft Excel Formulas and Functions: Master Your Usage of Excel's More Powerful Formulas and Functions BenefitsEven if you are fairly comfortable with building formulas and functions in Excel , you might still be missing out by having overlooked some powerful functions or just not be aware of special capabilities, like array formulas. There's no question that Excel's 300+ functions give you tremendous capabilities to tackle a myriad of statistical, mathematical and financial challenges, not to  more...

Developing, Managing and Analyzing a Budget: Understand and Implement an Effective Budget for Better Management and Financial De BenefitsThis teleconference will show how proper planning and budgeting are the keys to success, and operating without a plan or budget is an invitation to fail. This concept holds for businesses - no matter how large or small - nonprofits and governments. Budgeting is a dynamic process, not a static one. By knowing the types of budgets and processes that have worked for others, one can create an  more...

Taxation Issues Related to Debt Restructuring, Modifications and Bankruptcies BenefitsThe current market climate has created opportunities for investors or debtors themselves to acquire outstanding debt at remarkable discounts. Unfortunately, it also has left many companies struggling and in need to modify their outstanding debt. Many large, well know companies have dissolved or declared bankruptcy. Debt modifications, repurchases and bankruptcy can have a profound tax  more...

Excel Formulas and Functions De-Mystified: Manage Your Excel Worksheets With Power and Confidence as You Master Formulas and Fun BenefitsAnyone using Excel invariably needs to create and understand how to use formulas and functions. For some Excel users, it is the centerpiece of what they do on daily basis. Many Excel formulas involve simple mathematical constructions using addition, subtraction, multiplication and division, but sometimes you need more complex formulas to reach an answer. Excel has more than 300 built-in  more...

Withholding of Taxes on Payments to Foreign Persons and Entities BenefitsIn an increasingly global society, many U.S. payors of items of income are unknowingly subject to withholding tax obligations for payments to foreign individuals and entities. Understanding the rules for withholding on these payments can reduce liability to the IRS. After this teleconference, you will be able to identify when income is subject to withholding, evaluate the proper procedures  more...

Statement on Auditing Standards No. 104 - No. 111 Risk Assessment Standards nThis teleconference will provide experienced and inexperienced auditors a concise summary of the risk assessment standards. In addition, this will provide auditors recommendations on how to become more efficient and effective in their application of these standards leading to less time required to implement the standards and a greater realization on audits. Since the majority of auditors may be  more...

SAS 70 Requirements, Obligations, and Audit Survival Best Practices nToday's regulatory requirements are forcing corporate customers to become more aware of their vendors' internal controls and security than ever before. Maintaining an up-to-date SAS 70 report based on an audit of the effectiveness your organization's control objectives and activities can help satisfy these customers' concerns. To successfully navigate the SAS 70 audit process, it is important to  more...

Preparing for the International Financial Reporting Standard nOn November 14, 2008, the SEC released its proposed road map for the adoption of IFRS in the United States. At about the same time, leaders from the G20 countries at a financial summit in the United States issued a statement which, among other things, confirmed the leaders' support for developing a single set of high-quality global accounting standards. n nBoth of these events represent progress  more...

FASB Statement 157 - Fair Value Update on Corporate Asset Valuation nOver the past 12 months we've seen unprecedented turmoil in the financial services industry, capital markets and global economy. Perhaps an overused term, but "perfect storm" seems like an apt descriptor for the economic events of 2008. While implementing changes mandated by FASB 157 could be challenging for companies - and has been in some cases - the rule aims to make it easier to communicate  more...

Compliance With the PCI/CISP Credit Card Security Standards nThe Payment Card Industry Data Security Standard is now in its third year of existence and iteration. Derived from the original VISA Cardholder Information Security Program and MasterCard Site Data Protection program, PCI-DSS's now 245 distinct requirements have troubled merchants and financial institutions alike for years. This teleconference will help you understand how PCI-DSS applies to your  more...

Tax Due Diligence in Acquisitions nBuyers and sellers of businesses typically are focused on getting the deal done and the relative economic benefits to each. They often fail to consider potential undisclosed tax liabilities resulting from pre-closing operations, and rarely want to hold up negotiations thinking about the "what ifs." However, when the "what ifs" turn into "what now," it is important that potential tax risks be  more...