Haufe New Year Summit 2026/27

Contents:

• Company cars: current overview of the tax regulations
• New regulation of the flat-rate provision in connection with company events
• New regulations relating to the pension lump sum
• Everything you need to know about digital private health insurance
• Current case law and administration

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• BI & Analytics in Finance & Controlling
• Generative AI: Enabler for corporate management
  • Legal documents: Automated analysis and summary of contracts and creation of applications
  • Reporting: Automated generation of reports and analyses, e.g. on finance, ESG or the AI Act.

• Conception of deferred taxes
• Temporary concept
• Valuation of deferred taxes
• Release of deferred taxes
• Disclosure of deferred taxes

• Cases of the reverse charge procedure
• Timing and payment of the passed-on VAT
• Invoice issued by the service provider
• Input tax deduction of the service recipient from Section 13b UStG sales tax
• Taxation procedures for providers resident abroad
• Reverse charge procedure in other countries

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What skills and talents do I possess? How do my personal strengths support my professional success? How can I use and develop them in a targeted manner? How do I deal with my weaknesses? Those who know the answers to these questions can consciously use their strengths and develop effective behaviors. Invest in your personal development: discover known and hidden talents and learn how to use them successfully.

• Positive psychology: approaches and methods
• Promoting strengths instead of combating weaknesses
• Self-optimization: targeted development of talents
• Success strategy: Concrete roadmap for your implementation with tools such as Business Model Canvas and SWOT analysis

Contents:

• Changes to travel expense regulations following Federal Fiscal Court rulings on company cars, maintaining two households, and more
• A Look at the JstG 2026
  • Adjustments to SFN Surcharges, Preventive Health Care 
  • Planned Elimination of Paper Payroll Tax Statements
• Changes in the Treatment of Non-Cash Benefits
• News from legislation, case law and administration

Contents

• Insight: A comparison of a traditional numerical report and a story-based presentation of the same content
• Practical Exercise: Reviewing a Real-World Report Using Key Storytelling Principles
• Discussion: Differences in Requirements and Expectations Between SMEs and Large Corporations
• Outlook: Potential Applications of AI in Reporting—and Where Human Judgment Remains Indispensable

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Creating PowerPoint presentations can be a real time-sucker. Not only does the formatting take time, but so does selecting the right images—time that’s often in short supply in our day-to-day lives. “AI can do all that with the click of a button—nobody does that manually anymore!” is something we hear often. In this workshop, we’ll explore the fascinating possibilities of quickly creating presentations and images using AI. But we’ll also learn about powerful features in traditional PowerPoint that create a dynamic and professional look with just a few clicks, and we’ll practice using them right on our own laptops.

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Note: To participate in this workshop, it is important that you bring your laptop. You should also have access to an AI model and be able to create images.

A quick overview for the upcoming meeting, a podcast summary of yesterday’s discussions, meeting minutes, effective support for data analysis in Excel, and an amazing, AI-powered search for emails and files: The licensed version of Microsoft Copilot lets you work with AI models and your own company’s data while complying with data protection guidelines. This workshop will show you the diverse and most effective use cases for working with the Copilot license.

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Note: To participate in this workshop, it is important that you bring your laptop and have a Copilot license.

If you haven’t worked much with AI in your company yet, or if AI has only recently been rolled out there and you’d like to start “from scratch,” this workshop is perfect for you. You’ll explore the capabilities of generative AI, particularly Copilot Basic, which is included in Microsoft 365 business accounts. You’ll be amazed by the ability to turn transcripts into meeting minutes and by the quality of AI-generated infographics. Learn the basics of targeted prompting and discover how to customize the AI to suit your needs.

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Note: Please bring your laptop and access to an AI tool to the workshop (Copilot Basic, ChatGPT, Gemini, or another generative AI). A paid license is not required.

Contents:

• Limit values
• Employer benefits when receiving wage replacement benefits
• Consideration of children in long-term care insurance - digital reporting procedure and implementation in practice
• Credit balance agreements
• Employment of pensioners
• News on mini- and midi-jobs and employer subsidies in the transitional sector
• Phantom wages from overtime bonuses
• News from case law and administration

• Increasing digitalization of tax audits through DAC7 & DAC8 adjustments to the tax code
• Practical dialogue: Preparation, implementation and conclusion of the tax audit
• Discussion of procedural innovations, extended data access rights and taxpayers' duty to cooperate

• Central importance of e-invoicing in companies
• Impact of e-invoicing on other business areas
• Current outlook and future developments of e-invoicing within the framework of ViDA

• The cash flow statement as an important component of past-oriented reporting and future-oriented planning
• Systematic overview of the preparation, analysis and interpretation of available data for use in planning calculations and as a basis for liquidity policy decisions. 

How can I stay focused, balanced, and productive—both physically and mentally—even on busy days? In this interactive workshop, you will learn simple, everyday biohacks for your body, mind, and energy that are specifically tailored to everyday office life. Biohacking can increase your physical and mental energy, promote concentration, facilitate regeneration, and reduce stress—a crucial factor not only for productive work but also for healthy aging. Not only will you gain more focus and serenity in your everyday work, but you will also lay the foundation for a longer and healthier life. From mini exercises to combat afternoon slumps to mental focus techniques and clever energy boosters: here you will learn how to achieve big results with small changes: practical, scientifically based, and immediately implementable.

Contents:

• "The New Self-Employment" – Criteria and Implications
• Impact of the Statutory Health Insurance Premium Rate Stabilization Act
  
  • General Changes to Sick Pay
  • Introduction of partial disability
  • Family Insurance Premium Surcharge
  • In addition, an increase in the contribution assessment ceiling for health and long-term care insurance
  • Contributions for mini-jobs and midi-jobs
• News from legislation, case law and administration

Contents

• E-Invoicing: Current Status, Requirements, and Practical Implementation in Businesses
• Reverse-Charge Procedure: Use Cases , Pitfalls, and Recent Developments
• OSS Procedure: Expansion , Broader Scope of Application, and Impact on Cross-Border Transactions
• Practical Examples: Specific Implications for Accounting and Business Practices

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Today and in the future? In this interactive workshop, we’ll explore specific career paths in the field of assistance: from traditional roles to virtual assistance and new positions such as Chief of Staff. Using job crafting and the Global Skills Matrix, you’ll reflect on what brings you joy, what strengths you bring to the table, and what development opportunities are available to you. The focus is on discussion, real-world examples, and your questions—so you can see your next career move more clearly.

How can you actually use AI in your day-to-day work as an assistant without having to become a tech expert? This workshop isn’t about tool training or abstract AI theory—it’s about real-world application: Which tasks do you handle yourself today—and which ones can AI take off your plate in a meaningful way? Using examples from my own daily work with AI in the office, we’ll explore typical use cases, effective workflows, and tried-and-true prompts that you can apply directly to your work. You’ll gain concrete ideas, phrasing, and use cases that will help make AI a practical tool for everyday support—specifically tailored to the role of an assistant.

If you want to be effective in your day-to-day work as an assistant, you need more than just organizational skills—you need a well-coordinated partnership between assistant and manager. But how can you foster a collaboration based on trust, clarity, and real impact? In this interactive workshop, we’ll explore how you can actively shape your collaboration with your manager: through clear roles, effective communication, and a shared understanding of what you want to achieve as a team. Using real-life examples from the day-to-day work of an assistant, you’ll reflect on your current collaboration, discover ways to increase its impact, and take away concrete strategies for further developing your partnership with your manager.

Contents:

• Changes to the MuSchG: Protection periods also after miscarriages
• Labor law interfaces to the KI-VO
• Current case law on, among other things
  • News on the severely disabled
  • Default of acceptance wage in the event of unilateral release during the notice period
  • Termination or termination of the employment relationship
  • Compensation for late target setting
  • Payroll Accounting as an electronic document
  • Data protection: Test of new personnel management software

• Goals and benefits of the Fast Close process: from time savings to more discipline in the closing process
• Reasons for implementation
• Between efficiency, completeness and accuracy: communicating information in the annual financial statements in a targeted manner

• Translating complex content into interesting and relevant stories
• Communicate suggestions, ideas and projects clearly
• Convince stakeholders and top management with recommendations
• Pitch topics effectively

Please bring your laptop to the training event .

• The key challenges for companies in the crisis
• Practice-oriented approaches to restructuring and reorganization
• Focus on accounting effects of abandoning the going-concern premise
• Integration of legal, business and accounting aspects to develop options for action in critical business situations

A strong team needs not only bright minds, but ideally people with different personalities. Studies have shown that the more diverse the team members are, the better it is for creativity and innovation. But differences can also cause friction: a flippant but well-intentioned remark can quickly be perceived as criticism, and misunderstandings can strain relationships. Those who recognize the potential of diversity and understand what each individual needs to perform at their best can specifically promote trust and appreciation within the team. A team becomes a safe space when everyone can rely on the fact that they are allowed to make mistakes, offer help, and accept help—without fear of evaluation or judgment. This psychological safety is the key to (team) success. In this workshop, you will learn how to break down communication barriers, promote trust, and strengthen the team.

Contents:

• Status of Implementation of the Pay Transparency Directive
• New Regulations on Self-Employment in Social Security – Implications for Labor Law
• Report on Additional Proposed Labor Law Legislation
• Recent case law, including on
  
  • Termination
  • Exemption
  • Equal Pay Lawsuit
  • Notice of Mass Layoffs
  • The Principle of Equal Treatment in Labor Law - Permissible and Impermissible Differential Treatment
  • Requirements for internal job postings
  • Insolvency protection for partial retirement credits

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Contents

• Overview: Approach , Assessment, and Recent Developments in Case Law
• Practical relevance: An overview of internal control systems and risk management
• Discussion: More complex individual cases, such as provisions for restructuring, vacation pay, or litigation costs
• Exchange: Identifying and Accurately Mapping Company-Specific Risks

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Many women experience significant fluctuations in their energy levels, concentration, resilience, or communication needs during their workday—without knowing exactly why. In this interactive workshop, you’ll learn about the four phases of the menstrual cycle and discover the strengths and challenges typically associated with each. We’ll also explore how tracking your cycle can help you make your workday more mindful, healthier, and realistic—without any pressure to “self-optimize.” The workshop is designed to be practical and offers plenty of opportunities for discussion, reflection, and concrete ideas for your day-to-day work as an assistant.

Our thoughts influence how we perceive situations, the feelings they evoke, and ultimately, how we act. This workshop focuses on identifying typical internal thought and evaluation patterns and understanding how strongly they shape our daily work lives. You’ll learn a simple self-coaching model that’s practical for everyday use, which you can use to reflect on and change your own mental blocks, stress triggers, and limiting beliefs. Here, too, the focus is clearly on interactivity, practical application, and personal exchange.

• Representation of uncertain liabilities and impending losses from pending transactions
• Presentation of the differences in recognition and measurement between the commercial and tax balance sheets
• Special role of the provision for impending losses as an often misunderstood topic in commercial law

• Visualize data clearly and meaningfully
• Use modern dashboard concepts for attractive and understandable presentations
• Communicate messages clearly through visualizations

Please bring your laptop to the training event .

Do you have to deal with recurring tasks in your everyday office life? Then simply delegate them to artificial intelligence. In this workshop, you will learn how AI assistants work, what they can do, and how you can create them yourself step by step—without any programming knowledge. Learn how to develop your own personal AI buddy that will effectively support you in your daily work, automate routines, and free up valuable time that you can use more creatively and meaningfully. A practical format for anyone who is curious and wants to experience AI as a concrete work aid.

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Note: Please bring your laptop so that you can try out the content for yourself. With the following AI tools, you can create your first assistants right in the course: 

• ChatGPT - any paid version 
• Google Gemini - any paid version
• Langdock.com - Paid version
• Microsoft Copilot - smallest license (but must also be activated by the company!)

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Economic pressures, restructuring, or strategic realignments—the reasons for necessary workforce reductions are many and varied. When voluntary programs are no longer sufficient to achieve the required number of terminations, companies face complex legal and practical challenges.

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This workshop provides an overview of the legal framework:

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• ‍Large-Scale Layoffs for Business Reasons: Specific Considerations and Pitfalls When Issuing aLarge Number of Layoffs for Business Reasons—in particular, ensuring the business decision is presented in a legally sound manner and that the social selection process is carried out correctly ‍
• Notice of Mass Layoffs: Still a Risky Area for HR—An Overview of Requirements, Deadlines, and Common Sources of Error ‍
• Workers' Council Participation: Co-determination Rights and Participation Obligations in the Event of Mass Layoffs and Major Workforce Reductions in Connection with Operational Changes ‍
• Operational Change – Definitions and Legal Consequences: When does an operational change occur? What are the resulting consequences—and what does this mean for the reconciliation of interests and the social plan?‍
• Negotiations with the Works Council: Negotiating a Reconciliation of Interests and a Social Plan

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Contents

• Flexibility: Accounting and Tax Leverage for Optimizing the Balance Sheet Structure
• Key Metrics: Which Figures Matter Most to Banks and Investors
• Active Management: How to Strategically Influence Key Performance Indicators
• Practical Implications: Impact on Credit Ratings and Financing Terms

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The day-to-day life of a digital assistant is becoming faster-paced, more hectic, and more demanding. Emails, chats, interruptions, a fast-paced work environment, and new AI tools often lead to mental load and constant stress. In this interactive workshop, you’ll learn how to stay focused, clear-headed, and confident despite constant distractions. You’ll discover practical strategies for greater focus, mental relief, and effectively navigating the digital workplace.

Contents:

• Overview of the Pay Transparency Directive
• Legal requirements and reporting obligations
• Practical implementation
• Involvement of the works council
• Opportunities and risks for companies

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In this lively workshop, you will discover the eye-opening moments and real game changers that the new Outlook has in store for you: features that you are guaranteed not to know about yet, but will never want to be without again. Emails, appointments, tasks—everything is interconnected. You will learn how Outlook can help you stay on top of things, even in turbulent times. You'll gain more time for the essentials, because Outlook takes care of it, giving you focus and freedom. Our experts will reveal smart tricks that make your work easier and faster—discover the new Outlook!

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Note: Please feel free to bring your laptop so that you can try out the content yourself.

Contents

• Allocation of incidental acquisition costs
• Consumption-based procedure
• Stockout and Stock Turnover Analyses (Inventory Risks) in Practice
• Common sources of error (value errors, timing errors, quantity errors) and their consequences

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Excel doesn't have to be complicated! In this workshop, you'll discover practical features that will make your day-to-day work noticeably easier. You'll learn how to format spreadsheets professionally with just a few clicks, filter data effectively, and create reports using pivot tables and pivot charts in no time. Practical, easy to understand, and packed with tips you can put to use right away in your daily work.

Every day, administrative assistants spend hours on emails, meetings, notes, and coordinating tasks. Yet most of them use only a fraction of the capabilities offered by Outlook, OneNote, and Microsoft Teams. In this workshop, you’ll learn the most effective practical hacks to automate routine tasks, find information faster, prepare for meetings more professionally, and make collaboration significantly more efficient. Look forward to plenty of tips you can put into practice right away, surprising features, and real “aha” moments that will save you time every day. Less searching, fewer clicks, less stress. In return, you’ll gain a clearer overview, better organization, and more time for the tasks that really matter.

Do you sometimes feel like you have 100 tabs open in your head at once? With the flood of emails, chats, and constant interruptions, it's hard to think clearly—let alone work with focus. In this training, you'll learn how to stay focused even in the midst of hustle and bustle and complexity, how to direct your attention, and how to gain mental clarity. At the same time, you will increase your memory span and information processing speed with practical methods that work immediately. For more clarity in your mind, effectiveness at work, and peace of mind.

‍Contents

• Insight: What Sets an AI Assistant Apart from a Simple Prompt, and When It's Really Worth the Effort
• Live Setup: Together , we'll build a simple AI assistant from scratch, step by step, for a typical recurring task
• Expansion: AI assistants with conversational capabilities and built-in knowledge
• Use Case Scouting: For which use cases would it be worthwhile to have a dedicated AI assistant?

Note: To create your own AI assistant in the session, you'll need a paid account with ChatGPT, Gemini, Microsoft Copilot (with the Agent feature enabled), or Langdock.

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Ten minutes before your next meeting, your inbox is overflowing, and three things are happening at once. Does this sound familiar? What very few people know is that you always have the most effective tool for combating stress right with you: your breath. In this workshop, you’ll experience firsthand how two minutes of focused breathing can lower your heart rate, clear your mind, and release new energy. No prior yoga experience is necessary—just a willingness to try one of the simplest and most effective techniques there is.

You’re familiar with ChatGPT and Copilot, but do you feel like you’re really getting the most out of AI? Claude is the next level: faster at thinking, more precise in phrasing, and more capable of handling complex tasks and creating documents. What makes Claude special: It thinks along with you, asks probing questions, structures ideas, and delivers results that feel as though a truly smart colleague had been thinking through the problem with you. In this workshop, you’ll see firsthand what Claude does better than the AI tools you already know, and how you can use it strategically to save noticeable amounts of time and energy in your day-to-day work as an assistant. Anyone already familiar with ChatGPT will be more than surprised by what they see here.

Some people walk into a room and everyone looks their way. What do they have that others don’t? Most of the time, it’s not a secret—it’s just a few very specific habits. In this workshop, you’ll discover what really makes an impact—from the very first second to the very last word. Body language, mindset, inner attitude: You’ll practice, experiment, and go home with ten tips you can put into action right away. Confidence isn’t a matter of talent, but of practice.

In this interactive workshop, you will learn about three tried-and-tested project management tools plus a bonus method that can be used to structure projects, initiatives, or work processes from the initial idea to a clear distribution of roles. Instead of theory, there is a direct introduction with a mini goal cross, which is refined step by step as the workshop progresses. This will result in a clear action plan based on your own example. Whether you are a project participant or a driver of change, the methods are low-threshold, easily transferable, and provide immediate "aha" moments in your everyday work. Participants will go home with a concrete result on their own topic, supplemented by a compact tool booklet as a giveaway that summarizes all the methods.

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"Can you quickly ...?"

"It'll only take five minutes..."

"You're the only one who can do that so well..."

Does this sound familiar? As an assistant, you juggle expectations, requests, and last-minute tasks every day. No wonder it’s sometimes hard to say no, especially when the request comes from the very top. This interactive workshop focuses on how to clearly position , set boundaries, and still remain professional and respectful. Because a well-delivered “no” not only protects your time—it also enhances your impact.

You don’t have a leadership role? Maybe not officially. But as an assistant, you’re actually leading every day: You coordinate projects, bring people together, manage processes, resolve conflicts, and pull the strings behind the scenes. In this interactive workshop, you’ll discover the leadership skills modern assistants need today and how you can strategically expand your impact. It’s about influence rather than hierarchy, presence rather than “ position ,” and how you can win people over to your ideas, help shape decisions, and confidently take on responsibility. Because leadership doesn’t start with a title. It starts with attitude.

Contents:

• What is a process?
• How do I design a process?
• Process design in Payroll Accounting based on a current practical case

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