Learn how to build professional, eye-catching form-driven applications and spreadsheets

MS Excel, a wonder program, has umpteen uses for a number of professionals, students, and a host of other users. We have known for long that it can be used to carry out a number of functions that are varied and interesting. However, adding design elements to MS Excel goes a long way in enhancing its aesthetic appeal, as also the effectiveness.

Booking forms, sales order forms, invoices, loan agreement forms and surveys are just some of the endless kinds of forms that can be created using Excel. These can be made a lot more attractive and likeable by just adding a touch of features such as color, cell protection and some drop-down lists and simple validation.

A few simple steps at design

Just a few splashes here and there into these forms, and you will be amazed at the extent to which these bland forms can transform themselves into user-friendly ones that will make data entry simple and error free for everyone concerned, be it the user, her colleagues, or her clients. Small techniques such as this will eliminate the hassle of having to go through the long-winded, repetitive and frustrating experience of entering and editing data into a table in Excel.

This is just one of the many tricks that will be taught at a webinar on adding design elements into MS Excel to make it more illustrative, attractive and useful. At this webinar, the Expert, Mike Thomas, the globally acclaimed guru of MS Office, who has spent over a quarter of a century as a subject matter expert in a swathe of subjects relating to MS Office and Mac, will be the speaker.

Loads of experience

The experience and wisdom that Mike has gained over these years, during which he has been Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors, will be in full flow at this highly interactive webinar session. Want to know how to optimize the use of design elements into MS Excel to make it more palatable and likeable? Just log on to http://www.compliance4all.com/control/w_product/~product_id=501316LIVE?Wordpress-SEO to enroll and relive the fun of learning about MS Excel.

Adding design elements into MS Excel to save costs and time

The main benefit that people across a spectrum of professions and activities, such as Business Professionals, Business Owners, Researchers, Administration Support Staff Educators, or for that matter anyone who wants to learn how to get the best from MS Excel to manage projects and their life, will gain from this webinar is that they can save the invaluable resources of time and money by learning to enhance the use of forms in MS Excel.

This session is highly useful to smaller organizations that are constrained with limited budgets and will think twice when needed to buy expensive dedicated software to manage the inputting and storage of information. This of course, does not preclude bigger companies from this learning.

Using other MS Excel features to create forms

The speaker will enable participants to follow real-world examples to learn how to build professional, eye-catching form-driven applications and spreadsheets. Since there is no option for creating a form; Mike Thomas will teach participants how to use a number of other built-in MS Excel features to create forms and then subsequently make them attractive with its design.

Mike will cover the following areas at this webinar:

o  Naming cells-to make formulas easier to understand

o  Drop-down menus and checkboxes-to make data entry easy

o  Data validation and protection-to reduce the risk of data-entry errors

o  Formatting-to make your forms inviting to use

o  Formulas and functions as VLOOKUP

o  Simple automation.

Use OneNote to manage your meetings

Microsoft OneNote is a program that works as a digital notebook. It saves users the trouble of having to scramble for a piece of paper whenever they feel like scribbling some information or idea down. Moreover, it saves the user the trouble of having to preserve a piece of paper on which the info is jotted down.

Microsoft OneNote helps users to type, write or draw on the digital notebook while continuing to have the same feel as a regular paper and pen. It is designed to help people have access to note down ideas or important information with the ease of a notebook. Users can also search the web and clip pictures to the text to enhance the effect. Several other features are available to add effect to the text.

Another feature of the Microsoft OneNote program is that the documents can be shared across the www. It helps to communicate ideas, thoughts and occasions across devices. It is available for a number of devices ranging from Apple to Windows and Android and the web.

Explore the ins and outs of Microsoft OneNote

There is a lot to explore in this program. This is what a learning session from Compliance4All, a leading provider of professional trainings for all the areas of regulatory compliance, will be offering at a webinar. The speaker at this webinar, Mike Thomas, has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac. He has produced nearly 200 written and video-based Excel tutorials. It is this rich experience that will be in full display at this webinar.

To learn the nitty-gritty of all the functions that you can get Microsoft OneNote to perform for your benefit, just enroll for this webinar by visiting Best practice for creating a Notebook

Business Professionals, Business Owners, Researchers, Administration Support Staff, Educators, for that matter anyone who wants to learn how to get the best from OneNote to manage projects and their life, will gain from this session.

Putting the program to maximum use

Mike will explain how to use OneNote notes thoroughly for storing text, images, videos, embedded files and drawings and sketches. He will show how to optimize OneNote notebooks for sharing with colleagues and customers and using it for thorough collaboration at work. The ways by which OneNote can be used to manage projects, meetings, and life itself will be taught at this session.

Mike will cover the following areas at this webinar:

o  Best practice for creating a Notebook

o  Restructuring and rearranging a Notebook

o  Protecting your information

o  Using OneNote for Internet research

o  Collaborating with others / Sharing a Notebook

o  Drawing, sketching and hand-writing notes

o  Searching OneNote

o  Integrating OneNote with Outlook

o  Go Mobile: How to use OneNote on an iPad.

Cash management in ERP systems and Reconciling bank statements

Cash management is a major component in ERP systems such as Oracle. It is a module that offers information about the most critical component of the business, namely cash flow. Cash management processes and analyzes all of the business’ cash and bank transactions from a number of sources such as:

o  The payments made to a supplier as reflected in the invoices

o  The value of receipts got from the business’ sales invoices

o  Single or isolated payments not from any of these above categories

Another important role performed by the cash management module is that using it, the organization’s Finance personnel can analyze financial transactions of all kinds that happened during a selected period of time. Cash management in ERP also gives Finance the inputs that help them understand where the funds are coming in from, and how they need to be allocated and spent so that the company meets its payments-related obligations.

Functionality of Cash Management module

Usually, cash management modules in ERP systems are built to accommodate the following features:

o  Tracking Supplier Payment

o  Tracking the way in which sales invoice amounts receipts are made

o  Helping to forecast the cash flow

A learning session on cash management and bank statement set up and reconciliation

Do all these aspects of cash management sound confusing? It is to address these confusions and issues related to cash management that Compliance4All, a leading provider of professional trainings for all the areas of regulatory compliance, will be organizing a webinar.

Kevin Chenoweth, who has wide-ranging expertise in designing project plans for multi-million dollar Oracle R12 financial leading to under budget and on-schedule projects and has helped organizations complete full life-cycle implementations in the Oracle financials modules through effective leadership, will be the speaker at this webinar.

To hear Kevin offer his insights into cash management, which is a result of his having implemented Cash Management processes for both technology and manufacturing SMB and Fortune 500 companies such as Comcast and having addressed their particular challenges in streamlining their bank account structures and relationships to align them with their changing business structure and accounting systems; just enroll for this webinar by logging on to   http://www.compliance4all.com/control/w_product/~product_id=501331LIVE?Wordpress-SEO

The wealth of the speaker’s experience

During this course, Kevin will offer guidance and understanding about the fundamentals of Cash Management in ERP systems such as Oracle. Another important related activity, namely bank statement formats, will also be discussed, along with how to and when to apply them.

Kevin will discuss all the challenges associated with bank statement set up and reconciliation, namely how to handle various deposits in transit, outstanding checks, service charges, and non-sufficient fees. During this explanation, he will illustrate the experiences he had earlier in his career at organizations such as ComCast, where he helped prepare its merger with Time Warner with important works like streamlining its zero-balance accounts and regional banks.

Kevin will cover the following areas at this session:

o  Bank reconciliations for various types of transactions

o  Streamlining of accounts to match company strategy

o  Consolidation of accounts to match company strategy

o  Preparation of banking relationships for a merger

o  Zero Balance accounts and how to manage them

o  Understanding of cash flows in strategic initiatives

o  How cash flows interact with financial statements

http://www.managementstudyguide.com/cash-management-module-erp.htm

Learn how to future-proof VLOOKUP by using Excel’s Table feature versus referencing static ranges

Professionals in a wide number of industries and businesses find the VLOOKUP function in Excel very useful. Why this is so is that it helps in locating an exact value. Using VLOOKUP, an MS Excel user can find a specific piece of information in the spreadsheet. This is very useful when there are very many values in a grid. In other words, the VLOOKUP function is ideal for locating an exact one from among a number of values. Using VLOOKUP, users can return data from other locations in a worksheet.

An indication of the functions that VLOOKUP performs can be had from its expansion, which is Vertical Lookup. It works by searching for the specific item in a vertical manner. As opposed to normal values that can be performed manually; VLOOKUP function helps users to go further by enabling them to perform more complex tasks such as unit sales for a period of time at a certain price or its variables.

If the user wants to calculate the unit sales of say, a clothing material from one date to another at a certain price; VLOOKUP is extremely handy. This can be expanded to any number of brands sold by the business for any date or unit price, which is why this function is considered very useful.

We can understand the VLOOKUP function in MS Excel by drawing a parallel with “Control F”, or the “find” function in MS Word. In MS Word, it is possible to use this function to go to the exact word, whereas using VLOOKUP; the user can get down to much more, like the entire object’s associated values.

Get professional help to understand VLOOKUP better

An exploration of this function is best made with expert help. At a webinar that is being organized by Compliance4All, a leading provider of professional trainings for all the areas of regulatory compliance; Excel expert David Ringstrom, CPA, will explain the way in which this program can be tweaked. David Ringstrom is a nationally recognized instructor who designs and teaches Excel courses that are based on over 25 years of consulting and teaching experience. To gain the benefit of experience that David brings into MS Excel, please register for this webinar by logging on to http://www.compliance4all.com/control/w_product/~product_id=501297LIVE?Wordpress-SEO

What makes this presentation different is that the presenter will demonstrate every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He will explain the differences in Excel 2013, 2010, or 2007 both during the presentation as well as in his detailed handouts. David will also give participants an Excel workbook that will include nearly all the examples he will be using during the webinar.

Alternatives to VLOOKUP do exist

However, using VLOOKUP isn’t always the most efficient approach. Hence, David will explain alternatives such as the INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, and OFFSET functions. He will explain the limitations of VLOOKUP. In addition, he will also help participants understand the ways of future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.

One of the major gains of this learning session is that the participants will be able to improve the integrity of their spreadsheets with Excel’s VLOOKUP function. In addition to helping participants learn the ways of performing dual look-ups; the speaker will also help them get clarity on the user actions that can trigger #REF! errors. Participants will be able to use the IFERROR function to display something other than an #N/A error value when VLOOKUP can’t find a match.

He will cover the following areas at this webinar:

o  Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges

o  Using the SUMIF function to summarize data based on a single criterion

o  Learning why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP

o  Using the MATCH function to find the position of an item on a list

o  Using the IFERROR function to display something other than an #N/A error value when VLOOKUP can’t find a match

o  Improving the integrity of spreadsheets with Excel’s VLOOKUP function

o  Learning about the IFNA function available in Excel 2013 and later

o  Using the SUMIFS function to sum values based on multiple criteria

o  Using VLOOKUP to perform approximate matches

o  Seeing what types of user actions can trigger #REF errors

o  Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need.

The art of writing effective audit observations

Audits are a means of evaluating operations and other functions of an organization. ISO 19011:2011 Guidelines for Auditing Management Systems describes audits as a process used for gathering the evidence of verifiable documents and map their suitability, alignment and fulfilment with the company’s policies and procedures.

An audit is an important tool that helps organizations to analyze opportunities, implement best practices, and assess all the important factors in a business, such as risks, ethics, controls and quality. Conveying these to the management is the primary aim of an audit.

An audit is indispensable for mitigating risks and ensuring governance. An audit can be either:

o  Internal, where an organization’s employees in charge of audits in an organization in charge of audits carry out audits, or

o  External, where an external, independent auditing professional examines and evaluates the company’s functions objectively.

Each of these two types of audits is important. Either of these may be required, or both may be required, depending on the kind of business and practices an organization has.

Broadly, these are the types of audits:

Financial audits: Financial audits, as the name suggests, are related to how an organization keeps financial controls in place and report them to the authorities. Financial audits are summed up in financial statements, which spell out the extent to and the ways by which financial aspects of organizations tally.

Operational audits: These are the audit or assessment and evaluation of how an organization actually carries out its business. Being of this nature; operational audits are concerned primarily with business processes. The aim of operational audits is to suggest ways by which organizations can improve their operations to optimize their businesses and increase ROI.

Compliance audits: These are carried out to ensure the compliance with regulatory requirements in an organization. A number of these regulations need to be complied with depending on the nature and location of business.

Information Systems: Since no organization can stay aloof from automation and since information systems are required for almost all functions in an organization; it needs to systematically and thoroughly review its information systems from time to time. An effective information systems audit takes not only existing, but also emerging technologies into consideration and suggests ways by which to improve its network and firewall its data security.

Integrated Audits: Suggestive of its name; an integrated audit is one that assesses, monitors and controls all the kinds of audits –Financial, Operational, Compliance, and information systems risks. Auditing professionals locate these integrated audits on a business process or cycle or part of it.

Understanding and carrying out operational audits

Operational audits, being among the important kinds of audits, are governed by their own set of standards. They have their own set of standards that need to be complied with. These are set out by The Institute of Internal Auditors (IIA). And, like other types of audits, operational audits require a high degree of knowledge, diligence and skill.

The ways and means of carrying out operational audits can be complex and requires adherence to a number of standards and best practices. Auditors need to be thorough in their understanding of how to do these in an optimized fashion and ensure results for the organization.

Compliance4All, a leading provider of professional trainings for all the areas of regulatory compliance, will be providing this insight at a highly educative webinar. Jonnie T. Keith, who has over 40 years of audit experience and has served as the Chief Audit Executive for the Metropolitan Atlanta Rapid Transit Authority (MARTA) for the past 10 years, will be the speaker at this webinar.

To enroll for this session and to gain from the expertise Jonnie brings into auditing, please visit http://www.compliance4all.com/control/w_product/~product_id=501309LIVE?Linkedin-SEO

A complete roundup of operational audits and the ways of writing audit observations effectively

At this webinar, Jonnie will explain the intricacies of an operational audit. Jonnie will explain the importance and ways of writing these audit observations effectively and compellingly. He will explain the concept and all the important aspects that go into operational audits, such as management responsibilities and the key IIA standards that go into audits and the areas of their purview, such as the following:

2010 – Planning

2201 – Planning Considerations

2220 – Engagement Scope

2240 – Engagement Work Program

2300 – Performing the Engagement

2400 – Communicating Results

2500 – Monitoring Progress

http://asq.org/learn-about-quality/auditing/

https://finance.columbia.edu/content/types-audits

http://www.accountingtools.com/operational-audit

https://na.theiia.org/about-us/about-ia/Pages/About-the-Profession.aspx

Procurement and Contract Fraud is usually off -the books- and difficult to detect and investigate

In this interconnected, interdependent global world, the need for contracting procurement of any goods or services is strong and indispensable. However, the benefits of this feature notwithstanding, there are several loopholes in the procurement and contracting activity. Outsourcing and contracting, by their very nature, are vulnerable to fraud. Fraud can happen at any stage of the procurement and contract process.

Common sources of procurement and contract frauds

A very common reason for procurement and contract frauds is when vendors and contractors collude with employees that are in charge of purchasing and administrating contracts. Another source of these procurement and contract frauds is the employee on whose request goods or services are purchased. Yet other procurement and contract frauds happen when solicited contractors work hand in glove with the bidding contractors. The Association of Certified Fraud Examiners (ACFE) estimates that as much as five percent of a business’ revenue is lost to procurement and contract frauds.

Since most of these procurement and contract frauds are based on off-the-books records, they go unnoticed for a good part, despite the fact that governments the world over have deployed scores of auditors and investigators with complete oversight of detecting and controlling procurement and contract frauds.

Plugging the loopholes

The many gaps in the contacting and procuring process need to be plugged if procurement and contract frauds have to be prevented. In addition, once these procurement and contract frauds happen, there need to be a few mechanisms to ensure that the procurement and contract frauds investigation is done thoroughly. Only this ensures that procurement and contract frauds do not go on to cause the kind of damage they normally do.

The first step to detecting, preventing and getting procurement and contract frauds right is to gain an understanding of the nature of the fraud. This understanding is the basis to gaining insights on how to deal with procurement and contract frauds. Many small and medium scale businesses suffer from procurement and contract frauds because are ill-equipped to deal with procurement and contract frauds, lacking as they do the knowledge needed to understand the nature of this activity.

A valuable learning session on procurement and contract frauds

A webinar from Compliance4All, a leading provider of professional trainings for all the areas of regulatory compliance, will impart lessons on how to understand deal with procurement and contract frauds. John E. Grimes III, who has over 45 years of law enforcement, criminal investigation, loss prevention, fraud examination experience, and teaching, will be the speaker at this session. In order to gain knowledge of the way in which the system of procurement and contract works and to understand how to prevent frauds, please register for this webinar by logging on to http://www.compliance4all.com/control/w_product/~product_id=501272LIVE?Wordpress-SEO Since the foundation to detecting and preventing procurement and contract frauds is a proper understanding of the various procurement and contract fraud hazards and schemes that are responsible for these frauds; John will start with giving offering knowledge of this aspect. He will explain which steps in the procurement chain procurement and contract frauds are most likely to occur.

Best practices for dealing with procurement and contract frauds

John will offer an understanding and awareness of the procurement fraud hazards that businesses or organizations that purchase materials are vulnerable to. He will also equip them with strategies that are aimed at detecting and preventing procurement and contract frauds, which will prevent them from sustaining huge losses. Also offered at this learning session is a set of proven best practices in investigative strategies that helps look into allegations of procurement and contract frauds.

At this highly valuable learning session on procurement and contract frauds, John will cover the following areas:

  • Basic Steps in the Procurement Process
  • Procurement Policies and Procedures
  • Conflict of Interest Policy
  • The various Procurement and Contract Fraud Hazards and what step in the procurement chain they occur.
  • Fraud Hazards in the Requirement Step
  • Conflict of Interest
  • Bribery, Kickbacks
  • Fraud Hazards in the Section Step
  • Bid Manipulation
  • Sole Source Awards
  • Fraud Hazards in the Post Award Step
  • Change Order Fraud
  • Phantom Employees and Equipment
  • Failure to meet Contract Specifications
  • Product Substitution
  • Fraud Hazards in the Payment Step
  • False, Inflated, or duplicate invoices
  • Three Cases Studies involving Conflict of Interest, Bribery, and Kickbacks.
  • Preventing and Detecting Procurement and Contract Fraud
  • Preliminary Steps
  • Pre-Award
  • Post Award
  • Conducting Procurement and Contract Fraud Investigations
  • Remedies

http://www.fraudconference.com/uploadedfiles/fraud_conference/content/course-materials/presentations/22nd/ppt/5a_paul_zikmund.pdf

https://www.cips.org/Documents/Knowledge/Chapter_12_Guile%20Procurement%20Fraud.pdf

http://www.acfe.com/topic.aspx?id=2722

Most common mistake is failure to prepare Form 1099-MISC

The IRS 1099-MISC form is one of the very important forms that need to be filled by a number of entities such as businesses, estates, trusts and non-profits at the end of each calendar year.

The IRS 1099-MISC is filed and filed for each person to whom a payment has been made during the year:

  • royalties or payments made to brokers for a value of at least $ 10 in place of dividends or interest that is tax-exempt;
  • payment of not less than $600 in the following categories:
  • rents
  • services carried out by a non-employee
  • awards and prizes
  • income payments from other sources
  • payments for healthcare and medical items
  • proceeds from crop insurance
  • payments made in cash to buy aquatic creatures from a person who is in that business or trade
  • payment made from a notional principal contract to either an estate, partnership or individual;
  • attorney fees
  • proceeds from a fishing boat
  • Direct sales of consumer products of a value of not less than $5,000 made to a buyer and meant for resale in any outlet that does not qualify to be a permanent, regular retail establishment.

Areas in which mistakes are made in filling up IRS 1099-MISC

The fact is that the IRS 1099-MISC form is the IRS 1099 form that comes with the maximum errors. Why is this so? What are the kinds of errors that people who file the IRS 1099-MISC are most prone to?

Among the most important areas in which people make errors most commonly in the IRS 1099-MISC form are these:

–       Mismatch between the payee’s name and the payee’s Identification Number, with confusion over the Social Security Number, or Taxpayer’s Identification Number, or Employer’s Identification Number. In many cases, the amount is seldom entered incorrectly in the provided boxes

–       Many people make errors in preparing Form 1099-MISC for payment of services of a value of over $600

–       Another major area in which errors occur in filling up IRS 1099-MISC is in the section in which to fill up the requisite amount, whether in Block 3, Block 7 Nonemployee Compensation, or Other Income.

Get to understand the proper method of preparing, filling and filing IRS 1099-MISC

It is to help overcome these fallacies that Compliance4All, a leading provider of professional trainings for all the areas of regulatory compliance will be organizing a learning session. At this webinar, which will be spread over 90 minutes, Greta Hicks, a former IRS Revenue Agent and Regional Training Coordinator, the author of IRS Examination and Appeals Procedures, and pilot tester of on-line continuing education courses for Checkpoint Learning, will be the speaker.

Want to gain insights into the workings of the IRS 1099-MISC?

Then, please register for this webinar by logging on to http://www.compliance4all.com/control/w_product/~product_id=501195LIVE?Wordpress-SEO

At this session, Greta will equip participants with the timeframe required for preparing to file for IRS 1099-MISC. She will state the correct methods of preparing for and filing these forms. By the time participants complete this course, they will have had a clear understanding of how to evaluate the W9 and prepare an IRS 1099-MISC with all the blocks appropriately ticked and completed, with suggestions about the content of each of these boxes. They will be able to select the entities and payments reported on Form 1099-MISC, will gain the confidence required to ensure that the Name and EIN, ID, and SSN match, and also be able to ensure that amounts are in the correct block.

To help participants get a clear idea of filing for IRS 1099-MISC, she will explain the following:

o  Review W-9 for accuracy and completeness

o  Match W-9 SSN, EIN, and TIN to IRS records

o  Entities that should send 1099 MISC

o  Entities who should receive a 1099-MISC

o  Block by block instructions of 1099-MISC.

At this webinar, Greta will cover the following areas:

o  What name and EIN/SSN goes on the 1099-MISC?

o  How do I know what amount goes in which block?

o  Example: Block 3, Other Income, versus Block 7, Non-Employee Compensation

o  Example: Block 7, Non-Employee Compensation Paid to Attorneys or Block, 14, Gross Proceeds Paid to an Attorney

o  Example: Block 6, Medical and Health Care Payments

o  Select the entities and payments reported on Form 1099-MISC.

https://www.irs.gov/uac/about-form-1099misc