On-Demand
- 2022
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Managing Discrimination InvestigationsAutomate Your Business Development Activities in AjeraState & Local Tax: Strategies for Starting and Doing Business in Multiple StatesDeltek Vantagepoint/Vision User Group: Vantagepoint Dashboards!Ajera User Group: Top User Tips for AjeraEngaging Your PMs for Project & Profit Success with AjeraDeltek Vantagepoint/Vision User Group: Vantagepoint 5.0!Recruiting Reimagined: Tips for High Impact HiresHow AE Firms, Just Like Yours, Are Finding Thousands with the R&D CreditThe 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 2022Easy Month-End Review with Ajera Widgets & DashboardsService Revenue with a Dash of SALT!Abuse of FMLA/ADA/Workers Compensation: Prevention & InvestigationDeltek Vantagepoint/Vision User Group: Time Keeping Best Practices and Optimizing for Better R&D Tax Credit ResultsAjera User Group: Record and Reporting Payroll Tax Liability in AjeraConsultant & Commitment Management Solutions for Deltek AjeraDigitally Transform Your Remote WorkforceAjera User Group: Optimize 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 User Group: Project Budgeting, Resource Allocation & Schedule Manager
- 2021
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HR Strategy for 2022 and BeyondVantagepoint/Vision Virtual User Group Meeting: Year-End ProcessingA Deep Dive into Ajera Project Management DashboardsState and Local Tax Check-UpM&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 FirmsOn The Move with State and Local TaxesAjera Alerts, Notifications & RemindersThe R&D Tax Credit For BeginnersCommon Accounting Mistakes AE Firms MakeIT Strategy for the Future: Mapping Out Your IT StrategyAjera Billing Rate Tables – Understanding the Rules and ExceptionsDeveloping 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 TransitionsIT Strategy for the Future: Aligning Your IT Strategy with Your Business GoalsTax Planning for A Year Like No OtherAjera 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 ReportingVantagepoint/Vision Virtual User Group: “The Pursuit” – 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 RatesVantagepoint/Vision Virtual User Group Meeting$$ Credit Alert! Claiming the Employee Retention Tax Credit (ERTC)Ajera 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
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Having It All: The Both /And PrincipleAjera User Group: Preparing for Year-End CloseEnable & 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 WorkplaceVantagepoint/Vision Virtual User Group: Vantagepoint, READY-SET-GO!The Future: Collaboration + RelationshipsAjera User Group: Tasks & In House Expense ToolGenerating AEC Work in Uncertain TimesBack to the Future: A Time Travel AuditAjera User Group: Successfully Managing ConsultantsYour Job Just Got Easier: Ajera Outsourced SolutionsTransformation: Move Beyond Your CompetitionMoney Maker: Manufacturers & The R&D CreditVantagepoint/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 Office (PMO)Deltek Vantagepoint/Vision Virtual User Group MeetingDeltek Vantagepoint/Vision Virtual User Group MeetingAjera User Group: Custom Fields to Optimize EfficiencyDeltek Vantagepoint/Vision Virtual User Group MeetingAjera User Group: Innovation with WidgetsDeltek Vantagepoint/Vision Virtual User Group MeetingAjera User Group: State and Local Tax ReportingPost-Wayfair: The Ongoing ImpactDeltek Vantagepoint/Vision Virtual User Group MeetingDeltek Vantagepoint/Vision Virtual User Group Meeting
- 2019
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Real Estate Tax Breaks You May Be Overlooking