AI isn’t just a buzzword - it’s a game-changer for Excel users. In this hands-on session, you’ll discover how to combine the power of Excel with ChatGPT to boost your productivity, simplify complex tasks, and unlock new levels of efficiency. Whether you’re stu ...
There’s a proven formula - used by the world’s most effective leaders - to build workplace cultures that dominate. These orgs outperform competitors by 147% in earnings, grow 90% faster, and retain their best people because committed employees are 87% less lik ...
Managing conflicts efficiently is a skill everyone must have. Each of us has a preferred style for resolving conflicts influenced by our personality and experiences dealing with situations in the past. However not all conflicts situations are the same. If you ...
This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC with a focus on the details and proper preparation of the forms. It will cover updates to the Forms for 2026 and electronic filing requirements and methods including the IRIS ( ...
Most bankers acknowledge that construction lending is riskier than other types of commercial lending
This webinar will cover what the IRS looks at when auditing whether a worker is an employee or a contractor. We will cover the current “3-factor” standard the IRS uses, as well as the older “20-factor” standards. We will also discuss the relief options availab ...
In this webinar, participants will explore advanced capabilities that take Excel automation and data analysis to the next level. We’ll begin by examining how Copilot can be used on multiple tables, allowing users to streamline complex data manipulation and ana ...
This session shows how an AI agent can take the drudgery out of expense review while making it more consistent. We start with the everyday reality: a queue of expense reports, each needing a check against policy that reviewers do not always have time to do wel ...
This webinar will expose participants to process and a detailed outline that will enable you to write an effective credit memo. The learning objectives are: To make you a better banker To understand the importance of good written communication To improve ...
The 3-part series will explain how a banker evaluates a borrower’s cash flow, collateral, and guarantees to determine a borrower’s ability to repay a loan. A case study links together the 3 parts.
