The purpose of the Lunch and Learn training for the Tax and Business Services Department is to provide a casual yet informative environment in which team members can enhance their knowledge, address identified skill gaps, and discuss recent updates in tax legislation. This initiative aims to foster continuous learning, encourage knowledge sharing among colleagues, and ultimately elevate the level of service we offer to our clients.
The training sessions will be held during lunch hours to minimize disruption to daily work schedules, promoting a relaxed atmosphere that encourages open discussion and interaction. Each session will focus on a specific topic, with a mix of presentations, live demonstrations (if applicable), and Q&A sessions.
By participating in these sessions, team members will gain valuable insights and practical skills that will improve their efficiency, enhance the quality of their work, and contribute to the overall success of our firm and the satisfaction of our clients.
Lunch will be provided for those who are attending on-site in the Rochester and Buffalo locations. An email will be sent for lunch RSVPs.
*CPE will be available for some sessions, please familiarize yourself with the instructions at the beginning of the presentation to ensure you qualify for the credit.
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: June 5, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: June 19, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: July 17, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: July 24, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: August 7, 2024, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/6028972339150806368
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: August 21, 2024, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/7661302904363253593
Webinar Agenda:
CPE: 1.0
Date/Time: September 25, 2024, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/991905063808964693
Webinar Agenda:
CPE: 1.0
Date/Time: October 23, 2024, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/6515455657569667936
CPE: 1.0
Date/Time: November 6, 2024, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/3681280818535248221
Webinar Agenda:
CPE: 1.0
Date/Time: November 20, 2024, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/8577365415091613782
Webinar Agenda:
CPE: 1.0