How well has the economy handled the recession and the election-related uncertainties induced by COVID-19? Can the recovery be sustained or are the next recession and financial crisis already on their way? Will future economic progress be fast or slow? This session will cover what the most reliable economic and market indicators are saying, and explain what they mean for business and investing in 2021 and beyond.

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Over the years, Excel has added many new features and functionality, yet most people still use it in the same way they first learned. Part of the reason is new features were added when the newest version was announced approximately every three years. The list was so extensive, making it difficult to learn what was new. Microsoft attempted to solve this for Office 365 customers by releasing new features more often, making it difficult to pinpoint the latest update. This session will provide some much-needed clarity and help you better utilize Excel’s and its newest features.

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This presentation will discuss income tax updates around the CARES Act and planning post-election opportunities. Depending on post-election legislation and timing, the presentation will touch on these income tax areas and how businesses and individuals may need to stay flexible in ongoing times of uncertainty.

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Gain a better understanding of the value of analyzing data and why CPAs need to spend more time analyzing it, including what can be accomplished and how Microsoft Power BI tools can help.

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This session will cover the latest cybersecurity trends and what companies can do to protect themselves and their employees. Topics include key risks and attacks we face, regulatory responses to these trends, and good cyber hygiene and governance principles that every organization should follow to minimize their exposure.

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The presenters will provide an overview of recent trends observed in middle market M&A practice, with special emphasis on impacts related to COVID-19 on deal structures and terms. This timely update will look at both pre-closing and post-closing impacts of COVID-19 a year into the pandemic, as well as general considerations for getting deals done in the current environment, such as the growing role of representation and warranty insurance, the mechanics of addressing outstanding PPP loans and the broad reach of CFIUS on M&A and investment transactions involving non-U.S. parties.

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In the wake of the current social justice movement, employers are challenged with issues on how to support the current movement by examining and developing policies and programs that advance diversity, equity and inclusion (DEI). Although not a “one-size-fits-all” proposition, this session will address ways in which employers can support the current movement by taking actions to create a diverse workforce for the development of an inclusive and equitable work environment. Further, we will address training and educational opportunities to advance DEI efforts to prevent bias and discrimination in the workplace.

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