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July 2020

07-21-2020 Microsoft 365: Excel Database/List Management (online-training)

July 21 @ 7:00 AM - 10:30 AM

In this course, students learn the power of Excel as a database. Topics include understanding what Excel requires in the setup of a database, database terminology, how to sort and filter records, setting the data up in an easily managed, good looking table, outlining and doing data subtotals, the power of Pivot Tables and Pivot Charts and more. Upon successful completion, students will be able to: • Understand the requirements of a good Excel database setup • Sort, filter and…

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07-23-2020 Bankruptcy Laws for Businesses (Free Webinar)

July 23 @ 12:00 PM - 1:00 PM

Bankruptcy Laws for Businesses (Free Webinar) Speakers: Candace Carlyon The Small Business Reorganization Act - A New Subchapter for Small Business Bankruptcies - This webinar will focus on this new act put into law in 2019 and its impact on credit departments. Topics include the appointment of a Trustee, streamlining the Reorganization process, removal of the requirement that debtor pay claims incurred for post-petition goods and services on the effective date but can delay payment across the terms of the…

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07-30-2020 Microsoft 365: Excel Database/List Management (online training)

July 30 @ 9:00 AM - 12:30 PM

In this course, students learn the power of Excel as a database. Topics include understanding what Excel requires in the setup of a database, database terminology, how to sort and filter records, setting the data up in an easily managed, good looking table, outlining and doing data subtotals, the power of Pivot Tables and Pivot Charts and more. Upon successful completion, students will be able to: • Understand the requirements of a good Excel database setup • Sort, filter and…

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August 2020

08-05-2020 The Uniform Commercial Code (UCC): Sellers’ Remedies and UCC-1 Filing Benefits & Enforcement (Free Webinar)

August 5 @ 12:00 PM - 1:00 PM

Speaker: Michael King, Attorney at Law Michael R. King Gammage & Burnham Founding Member   (602) 256-4405   mking@gblaw.com Kevin R. Merritt of Gammage & Burnham will also be co-presenting with Mr. King. Sellers of goods need to be vigilant of their rights under the Uniform Commercial Code in a turbulent economy.  We will teach you about Sellers’ remedies under Article 2 of the UCC.  We will also show you how to protect your transactions before you deliver goods using…

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08-11-2020 Microsoft 365: Excel Get and Transform (PowerQuery) (online training)

August 11 @ 7:00 AM - 10:30 AM

This course is for experienced Excel users who spend too much time manipulating data into the right format before they even begin to analyze it month after month or week after week or day after day. Get and Transform (AKA, Power Query) can perform repetitive data cleansing such as deleting row and columns, merging data from various data sources and fixing layout issues without macros or VBA. Once Get and Transform is set up, simply click the Refresh button. You’ll…

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08-12-2020 Microsoft 365: OneNote Essentials (online training)

August 12 @ 7:00 AM - 10:30 AM

OneNote is one of Microsoft’s best kept secrets, and one of its most useful programs. In this course, students learn how OneNote can be used to organize and share information for task management and historical purposes. Upon successful completion of this course, students will be able to: • Understand different uses of OneNote • Create and customize a OneNote notebook • Search OneNote for a variety of types of information • Tag content for follow-up • Share a notebook with…

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08-27-2020 Microsoft O365: Excel Conditional Formatting Amplified (online training)

August 27 @ 8:00 AM - 9:30 AM

Excel Conditional Formatting Amplified This deep dive into Excel’s Conditional Formatting starts with the essentials of Conditional Formatting and then takes off quickly. Students learn to make interesting data standout using colors, icons or data bars. Upon successful completion, students will be able to: • Apply basic conditional formatting • Format rows/columns based on single/multiple cell values • Format based on a dynamic date • Determine duplicate items • Use the AND/OR functions in formatting • Understand and apply icon,…

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September 2020

09-03-2020 Microsoft 365: Outlook – Simplify and Save Time (online training)

September 3 @ 9:00 AM - 12:30 PM

Students move from using Outlook as a workhorse to riding it like a racehorse. Students discover hidden efficiency tools, understand best practices and how to use Outlook in a simple yet strategic way. On completion of this course, students will be able to: • Process Outlook information in bulk • Better organize Outlook information for more efficient retrieval • Automate routine Outlook tasks   Regular Member Rate Member Rate $135 *Members will be invoiced for their registration*   Non-Member Registration…

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09-03-2020 How AI Could Elevate Credit Teams to a More Strategic Position In The Office of The CFO (Free Webinar)

September 3 @ 12:00 PM - 1:00 PM

When talking about building acceptance for AI in order-to- cash, one of the most common misconceptions that we come across is that AI will take away our jobs. This however, could not be farther from the truth. In reality, AI does not automate “jobs”, but “tasks”, allowing the credit and collections teams to focus on more strategic job roles, like building long-term customer relationships and applying cognitive intelligence to specific accounts and activities. Join Bill Weiss, VP of Credit and…

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October 2020

10-07-2020 The Lone Ranger Credit Department: How to Survive and Thrive (Free Webinar)

October 7 @ 12:00 PM - 1:00 PM

October 7 @ 12:00 PM - 1:00 PM The Lone Ranger Credit Department: How to Survive and Thrive (Free Webinar) Speaker: Thea Dudley If you are a one-person credit department and looking for guidance on how to not only survive but thrive and excel, this session is for you.  You are not alone, many companies rely on a one-person credit department to run the show.  This can work well if you know how to leverage some skills and resources.  Join us for…

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