N Sessions

Thursday, June 13,
9:45 - 11 a.m.

N1. Assessing the Risk of Your Organization: Coverages and Exclusions for Basic Business Policies

Speaker(s): David Peters
NASBA field of study: Management Services - Technical (1.5)

Part of being a CFO or controller is protecting the organization’s assets and managing risk. While you may feel comfortable with the strategic aspect of this task, finding the right insurance coverage might leave you feeling out of your element. Boost your understanding so you can make informed insurance policy decisions for the business. Take a look at three common business policies -- the package policy, the business and property policy, and the cyber policy. Through case studies and examples, explore what these policies cover and what they don’t cover. Plus, learn how to have better conversations and build better partnerships with outside insurance brokers.

N2. Legal and Regulatory HR Update

Speaker(s): Larry Morgan
NASBA field of study: Business Law - Technical (1.5)

Employment laws, regulations and court decisions make employment issues more complex for employers and business advisers -- with a lot at stake. Look at current updates on federal and state legal and regulatory changes so you can ensure you’re in compliance. Get up to date on handbook edits, paid leave, pregnancy and nursing requirements, FLSA changes, independent contractor designation, Employee Sick and Safe Leave management, drug testing, hiring practices, pay transparency and other important HR issues.

N3. Eight Awesome PivotTable Features

Speaker(s): Tommy Stephens
NASBA field of study: Computer Software & Applications - Non-Technical (1.5)

Take your PivotTables skills to the next level with this fast-paced walkthrough of eight powerful features you may have missed. From user-defined calculations to consolidating reports to adding KPIs and beyond, dig deeper with this powerful tool so you can get more out of PivotTables (and your data).