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

ChatGPT for CPAs and Finance Professionals

CPAs spend too much time on repetitive work. In this practical session, Ray shows how ChatGPT, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made ea ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Jul 20, 2026
Live Webinar

OBBBA and IRS Form Update

On July 4th 2025 President Trump signed in the One Big Beautiful Bill Act into law.  This legislation is sweeping legislation that impacts all aspects of the United States.  However, there are major impacts coming to employers and payroll departments across th ...

Live Webinar

Claude AI For CPAs & Finance Professionals: Best Practices & Strategies

“Claude For CPAs: Best Practices & Strategies” is designed to help accounting and finance professionals understand how generative artificial intelligence can be responsibly integrated into modern accounting workflows. As AI adoption accelerates across tax, aud ...

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
  • Jul 24, 2026
Live Webinar

Managing Difficult Employee Conversations

The ability to handle crucial and difficult conversations effectively, where one is required to be mindful of one’s thoughts, emotions, impulses, words, voice, and facial expressions is crucial for Managers and Leaders. The lack of attention to one’s communica ...

Live Webinar

AI & ChatGPT for Project Management: A Practical Guide

Project managers spend much of their time bringing together people, information, and decisions. Whether planning a new project, managing stakeholder expectations, preparing reports, documenting meetings, or responding to changing risks, success often depends o ...

Live Webinar

ChatGPT for Excel

This webinar will introduce you to the incredible potential of using ChatGPT to enhance your Excel tasks, focusing on practical strategies to make the most of generative AI in your daily work. We’ll start by exploring how to properly set up and structure your ...

Live Webinar

Public Speaking without Fear: How to Go from Nervous to Natural and Turn Panic into Poise

Whether in an informal setting or a more formal presentation, we all want to bring our “A Game” any time we speak up in a meeting or express our ideas. Plan to join us if: Quite frankly, you hate public speaking You’ve been embarrassed because you get shak ...

Live Webinar

How to Use Claude and Configure MCP: A Practical Guide for Everyday Users and Technical Teams Connecting Claude to Real Tools

Claude is available through several products — the claude.ai chat interface, Claude Code for developers, Claude Cowork for non-developers, and the API for custom applications — and choosing the right model tier (Haiku, Sonnet, or Opus) for a given task meaning ...

Live Webinar

The AI Coaching Advantage: Transforming Managers and Supervisors into High-Impact Performance Coaches!

Performance management is undergoing a major shift—from backward-looking reviews to continuous, real-time coaching. Your managers and supervisors are now expected to deliver continuous feedback to their people; improve employee engagement; develop talent faste ...

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