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486 results of "Banking & Insurance x" and "Accounting & Taxation x"
Live Webinar

Claude AI For Excel

Excel users often spend significant time cleaning data, preparing reports, and trying to make sense of large datasets. In this session, you will explore how Claude can support the spreadsheet workflow both inside and outside Excel. We will look at practical t ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Aug 27, 2026
Live Webinar

Construction Lending and Real Credit Administration: Evaluating, Underwriting, and Monitoring Construction Loans

Most bankers acknowledge that construction lending is riskier than other types of commercial lending

Live Webinar

Due Diligence Steps for 1099 Compliance

This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, and reporting guidelines. It will cover important changes to the filing due ...

Live Webinar

Dealing With Difficult People In Life & Work

In this training you will discover the secret skills used by top therapists to deal with the most challenging of people. From annoying people at work … All the way to lock-down psychiatric patients. These skills are all extensively tested in the field and know ...

Live Webinar

Pivot Tables

A pivot table in Excel is a powerful data summarization tool used to analyze, explore, and present large datasets in a flexible and interactive manner. It allows users to transform raw data into meaningful insights by organizing and aggregating data from a det ...

  • Basic & Intermediate
  • 60 Mins
  • Bob Umlas
  • Aug 28, 2026
Live Webinar

Form 1099 Due Diligence

This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, and reporting guidelines. It will cover important changes to the filing due ...

Live Webinar

ChatGPT and Project Management: Leveraging AI for Project Management Excellence

In recent years, artificial intelligence (AI) has revolutionized various industries, significantly enhancing efficiency, productivity, and decision-making processes. Within the realm of project management, AI's capabilities have opened up new possibilities for ...

Live Webinar

UCA Cash Flow Analysis

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 ...

Live Webinar

Using the ChatGPT Add-in for Excel: Practical AI Workflows for Analysis and Reporting

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 ...

Live Webinar

Claude for CPAs and Finance Professionals

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 ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Aug 31, 2026

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