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581 results of "Banking & Insurance x" and "Banks & Credit Unions x"
Live Webinar

ChatGPT for Admins: How to Leverage AI for Everyday Tasks

Administrative professionals are the backbone of any successful organization, juggling schedules, communication, reporting, and more. ChatGPT and other AI tools can be game changers for admins looking to work smarter, not harder. In this hands-on session, you ...

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

How to Manage Difficult Employees

When difficult employee behavior is not addressed properly, other employees become resentful, they lose respect for your organization’s leaders, and they start modelling the difficult employee’s behavior. Employee morale decreases and your organization’s resul ...

Live Webinar

No-Panic Presentation Skills: How To Speak Confidently & Compellingly Anywhere, Anytime

Everyone from the anxious beginner to the confident professional will grow from expert advice such as:  Making the most of your first three minutes Reinforcing sticking points throughout your presentation Fine-tuning your eye contact, gestures and overall ...

Live Webinar

Using Claude in Excel for Productivity, Automation & Data Analysis

This session focuses on leveraging Claude, an advanced AI tool, to transform the way professionals work with Microsoft Excel. As organizations increasingly adopt AI-driven tools, understanding how to integrate these technologies into everyday workflows has bec ...

Live Webinar

ChatGPT for Excel

Excel is incredibly powerful, but its complexity can be daunting. ChatGPT serves as your personal AI assistant, helping you navigate formulas, analyze data, and streamline tasks—even if you’re not an Excel expert. You’ll learn practical techniques that show h ...

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

AI and ChatGPT for Beginners

Artificial Intelligence is no longer the future, it’s the present, and ChatGPT is leading the way in changing how we work, communicate, and solve problems. With over 200 million active users each week, ChatGPT is revolutionizing industries and personal product ...

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

ChatGPT for Excel

In today’s fast-paced and data-driven world, efficiency, accuracy, and innovation are more critical than ever. This session will introduce you to the seamless integration of ChatGPT with Excel, showing how AI can dramatically boost your spreadsheet capabilitie ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Apr 27, 2026