UCA Cash Flow Analysis and application of the analysis to better understand borrower’s cash flow: An Illustration on how Cash Flow Analysis is used to transition an Accrual Basis Financial Statement into a Statement of Cash Flow (or Cash Basis Statement) be ...
CPAs spend too much time on repetitive work. In this practical session, Ray shows how Claude, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made eas ...
Generative AI tools are rapidly becoming part of the modern data workflow, but many professionals are still unsure how these tools fit into the day-to-day work they already perform in Excel. The ChatGPT add-in for Excel provides a practical bridge between spre ...
This practical webinar introduces accountants and accounting practice professionals to Claude AI and explains how it can be used safely in everyday accounting workflows. The session focuses on realistic use cases such as drafting client communications, summari ...
"When someone shows you who they are, believe them the first time" Maya Angelou Toxicity in the workplace acts like an infectious disease - it spreads and infiltrates teams and relationships, Without the understanding, skills and tools applied intentionally, ...
Do you avoid speaking up, are worried you may upset others, or are unsure how to articulate your message? Do you often feel you fail to get your opinions heard or that people readily dismiss or undermine your views? Do you typically consider others’ feelings ...
In this webinar, we take an in-depth exploration of how AI, particularly ChatGPT, can revolutionize Excel usage and go beyond traditional spreadsheet functionalities. Attendees will gain valuable insights into the following key topics: Introduction to AI Inte ...
ChatGPT Unlocked is a practical and engaging introduction to the world of artificial intelligence through the lens of one of its most powerful tools—ChatGPT. In this webinar, instructor Richard Erschik walks beginners step-by-step through what ChatGPT is, how ...
Generative AI is the biggest change to everyday office work since email and the spreadsheet. Used well, it takes hours out of a working week. Used poorly, it produces generic text, wrong answers and wasted time. The difference comes down to a handful of skills ...
This practical webinar explains how Claude AI can be used to support budgeting and financial planning workflows. It focuses on realistic, beginner-friendly applications such as drafting budget commentary, summarizing historical trends, preparing forecast expla ...
