On-Demand
- 2023
- Annual AEC Outlook: Looking Toward 2024Determining Your State Tax ReadinessExecutive Edge: Workforce Strategy for 2024The Power Duo: Projects and People in Deltek Vision / Vantagepoint2023 Tax Planning: Plan for the Worst, Hope for the BestSuccession for Internal Transition in the Work-from-Home EraAjera User Group: Important Data Verification Tips & TricksRansomware: Security Solutions For Your FirmGet Tax Credits for Sustainability Research and DevelopmentAjera User Group: WIP and Unbilled Revenue ManagementWhat’s New in Vantagepoint Version 6.5Workforce Sticky Situations- Prevention Before InvestigationAjera User Group: Consultant Management (Part 2)Upskilling: Strategies to Future-Proof Your WorkforceSeller-Doer Model for AEC ProfessionalsSensitivity, Awareness & MindfulnessThe Onboarding Process: I-9 ComplianceState & Local Tax: Navigating a Multi-State BusinessTime is Money: Optimizing Deltek Vison/Vantagepoint for ProfitabilityAEC Executive Forum: Unlocking the Power of a High-Performance WorkforceDrive Deal Success: Tax Optimization in M&A TransactionsAjera User Group: Consultant Management (Part 1)The Path to Seller-DoerSN’s Ajera Virtual User Group: Billing Rate Development for Optimal ProfitsTotal Compensation Packages: Getting it Right for Today’s EmployeeLeveraging Workflows to Optimize Deltek CRMSALT: What’s New, What’s Changing, and What’s Staying the SameSN’s Ajera Virtual User Group: Project Command Center Budgeting MethodsCultivate Growth with a Performance Improvement MindsetTax Cuts Ending: Prepare Now for the Great ExpirationImportance of Project Management: Not JUST in Uncertain TimesDeltek Vantagepoint/Vision User Group: Dashboards DemystifiedAE Firm Valuations: M&A’s Crucial Opening ActWhat’s New with Vantagepoint Version 6.0SN’s Ajera Virtual User Group: Ajera Security Roles Set Up12 Soft Skills Every Seller-Doer Must HaveCareer Pathing for Business GrowthSALT: The Waterfall Effect of Hiring & Having Remote EmployeesEngaging Your PMs for Project & Profit Success with AjeraMeasuring and Moving Key Performance Metrics thru BenchmarkingManufacturing Town Hall: Why CEOs & CFOs Should Turn Big Data into Financial ActionHow to Modify Ajera’s Standard Invoice FormatsSN’s Ajera Virtual User Group: Did You Know…Your Job Just Got Easier: Outsourced Accounting for AE FirmsAE Town Hall: Productivity – The Achilles Heel of AE FirmsAutomate Your Business Development Activities in AjeraCybersecurity: a C-Suite PriorityPreparing Financial Statements in Deltek: A Better Way for Your FirmCompensation & Benefit Challenges in Today’s Economic LandscapeBoost Project Data with Ajera Project TemplatesOwnership as a Recruitment Tool: Risk or Reward?Customizing Ajera for Optimal Data ReportingWhy People Need to be Part of Your Business StrategyFederal Contracting: Timekeeping Internal Control RequirementsVantagepoint/Vision Virtual User Group Meeting: ProposalsAjera’s Schedule ManagerSN’s Ajera Virtual User Group: Prepping for a Better 2023
- 2022
- Demystifying Commonly Misunderstood or Unknown Tools in AjeraDon’t Get Blindsided: NEW R&D Amortization RulesManufacturing Town Hall: Maintain Profitability with Changing CostsSALT: Forgotten State Tax ConsiderationsACT NOW: Lease Accounting Standards / ASC 842R&D Tax Credit for ManufacturersThe Critical Role of IT in M&AAjera 9.70 – Project & Phase Updates Made EasyAccount-Based Strategies for High Performance AEC FirmsThe Financial Side of ESOPsTown Hall: An Economic Update with Anirban BasuThe Wait is Over, Deltek Vantagepoint 5.5 is Here!SN’s Ajera Virtual User Group: Security Roles, Your Data’s GatekeeperGeneral Ledger Mapping in AjeraKPI’s for AE Firms: Benchmarking for PerformanceWhen Leaders Underperform: Executive InvestigationsVantagepoint Transition: Ready, Set, Go!Where Does Your Business Have State Income Tax Filing Requirements?SN’s Ajera Virtual User Group: Managing WIP for Accurate Reporting, Part 2Beyond the Strategic Planning WorkshopBusiness in a Disruptive Era: A Town Hall DiscussionOrganizational Architecture: StructureESOPs: An AE Workforce AdvantageBilling Rate Tables in AjeraOrganizational Architecture: ProcessOrganizational Architecture: StrategySN’s Ajera Virtual User Group: Managing WIP for Accurate Reporting, Part 1Trendspotting: Lynchpin of Successful StrategyRansomware: Security Solutions for Your FirmOrganizational Architecture: CultureAE M&A: Post Deal Integration & Client RetentionDeltek Vantagepoint/Vision User-Defined ComponentsR&D Tax Credit: Reward Without the RiskSN’s Ajera Virtual User Group: Top User Tips for Ajera, Part 2Organizational Architecture: PurposeManaging Discrimination InvestigationsAjera User Group: Top User Tips for AjeraDeltek Vantagepoint/Vision User Group: Vantagepoint 5.0!Recruiting Reimagined: Tips for High Impact HiresFinding Thousands with R&D Credit: AE Firms Success StoriesThe Critical KPIs of Business Development & MarketingM&A: The Money Side of the DealOptimizing Your AR Collection Process within AjeraThe Power Couple: Power BI + Project ManagementKeeping Your Talent: Retention Strategies for 2022Deltek Vantagepoint/Vision User Group: Key MetricsEasy Month-End Review with Ajera Widgets & DashboardsSourcing Service Revenue with a Dash of SALT!Abuse of FMLA/ADA/Workers Compensation: Prevention & InvestigationDeltek Time Keeping Best Practices for R&D Tax CreditRecord and Reporting Payroll Tax Liability in AjeraConsultant & Commitment Management Solutions for Deltek AjeraDigitally Transform Your Remote WorkforceOptimize Ajera for Better R&D Tax Credit ResultsUnlock Vision Vantagepoint Potential with Power BIMaking Rain: Understanding Business Development ModelsPaperless Billing Review for AjeraM&A Success: The People First FactorDeltek Vantagepoint/Vision User Group: Top Security!Ajera Project Budgeting, Resource Allocation & Schedule Manager
- 2021
- HR Strategy for 2022 and BeyondA Deep Dive into Ajera Project Management DashboardsM&A Deal Structure through a Tax LensEmpower Your Financial Data: Power BI + Vantagepoint/VisionDeltek Vision/Vantagepoint Project Close-Out TipsGet Prepped! Year-End HR & PayrollR&D Tax Credit: Year-End Savings StrategiesAjera Project Setup and ReportingTop 5 Financial Metrics for AE FirmsBusiness Development Planning: An Anticipatory ApproachTax Trick or Tax Treat? Year-End Tax Planning RecommendationsThe Fundamentals of Firm ValuationSecurity in The CloudVantagepoint/Vision Virtual User Group: Best Practices for Time & Expense and BillingStrategic Planning with an Anticipatory TwistAjera User Group: Just Because You CAN, Doesn’t Mean You SHOULDProject Accounting Basics for AE FirmsAjera Alerts, Notifications & RemindersThe R&D Tax Credit For BeginnersCommon Accounting Mistakes AE Firms MakeIT Strategy for the Future: Mapping Out Your IT StrategyDeveloping Business VirtuallyAjera Widget Design II (Intermediate)IT Strategy for the Future: Evaluating Your IT Strategy PostureVantagepoint/Vision Virtual User Group: FAR Compliance Review and VP/VSN Setup TipsHow to Trick Out Ajera for Your Marketing TeamBusiness Improvement Strategies for Successful TransitionsAligning IT Strategy: Future-proofing Business GoalsAjera Widget Design I (Beginner)Vantagepoint/Vision Virtual User Group: Billing Terms & More!FAR Compliance Review and Ajera Setup TipsThe Role of Client Experience in Driving RevenueThe “OTHER” State TaxesVantagepoint/Vision Virtual User Group: Proposals, Projects & Sub-Consultant TrackingAjera User Group: Security SnafusInternal AE Ownership Transition: Plan with a PurposeFHWA/PPP Update: Get the Facts!The FAR Allowability of Compensation PlansVantagepoint/Vision Virtual User Group: Rate TablesAjera User Group: Invoice AdjustmentsBeyond Technical: People Skills for Successful AE TransitionsInstant Credibility: How AE Seller-Doers Can Generate New Business Through ReferralsAjera Overhead Calculation Methods & ReportingFHWA Guidance: Where Do We Go From Here?Vantagepoint/Vision Virtual User Group: Managing Employee DataAjera User Group: Payroll VarianceBoost Security in Microsoft TeamsUtilizing Ajera’s File Streaming Tools for Billing EfficiencyState Tax Risks in a Remote/Telecommute WorldAjera Work In Progress (WIP) Management – Effects on Project & Financial Reporting“The Pursuit” – Vantagepoint/Vision Opportunities/Pursuits/PipelineTop Do’s & Don’ts for Microsoft TeamsAjera User Group: Show Me the Money!Smarter Selling: Business Development Tools for the Seller-DoerBeyond Chat: Getting the Most from Microsoft TeamsThe Saga Continues: PPP, FHWA & FAR Overhead RatesCreating Strong & Effective Client RelationshipsClaiming ERTC: Credit Alert for EmployersAjera User Group: Credit Memos – Trickier Than You ThinkThe Seller-Doer Model: What Executives Need to KnowThe Missing Competency: The Ability to AnticipateAjera User Group: Is Your Ajera Really in ‘Real-Time’?
- 2020
- Having It All: The Both /And PrincipleEnable & Empower Your Workforce with Windows Virtual DesktopVantagepoint/Vision Virtual User Group MeetingGo Opposite: Finding Success in Unlikely PlacesAjera User Group: Fun With WidgetsJump Start Growth with Process MappingAjera Credit Card Import & ProcessingAre Your Financials Right and Wrong?Problem Solving, Reimagined: The Pre-MortemVantagepoint/Vision Virtual User Group MeetingSecurity in the Modern WorkplaceThe Future: Collaboration + RelationshipsAjera User Group: Tasks & In House Expense ToolGenerating AEC Work in Uncertain TimesBack to the Future: A Time Travel AuditTransformation: Move Beyond Your CompetitionVantagepoint/Vision Virtual User Group MeetingAjera User Group: Google Maps with AjeraLeveraging Disruption to Accelerate SuccessDriving Project Success with Deltek VantagepointDeltek Project Information ManagementAjera User Group: Project Management Oversight (PMO)Creating Actionable Vantagepoint DashboardsDeltek Vantagepoint/Vision PTO Requests & ApprovalsAjera User Group: Custom Fields to Optimize EfficiencyDeltek Vantagepoint/Vision User-Defined Fields & Workflow BasicsAjera User Group: Innovation with WidgetsDeltek Vantagepoint/Vision Account Payable (AP) ApprovalsAjera User Group: State and Local Tax ReportingPost-Wayfair: The Ongoing ImpactDeltek Vantagepoint/Vision Approval EngineDeltek Vantagepoint/Vision Virtual User Group Meeting
- 2019
- Real Estate Tax Breaks You May Be Overlooking
- 2018
- When Billing Processes Cripple Your Cash Flow