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

Form I-9 Update

As of August 1, 2023, the Form I-9 has been updated to include a remote verification option. This webinar will review the changes in detail and how the employer can deal with them. We also have additional options of going electronic with the Form I-9. This we ...

Live Webinar

Navigating Difficult Conversations: How to Talk to Co-Workers as a Manager

Conflict is normal in the workplace, where people with different values, goals, and perspectives manage complex and stress-provoking work and situations. In this webinar we will learn communication techniques you can use when there is conflict and difficult co ...

Live Webinar

ChatGPT for Excel

Excel is a powerful tool, but mastering it can be challenging. ChatGPT can act as your AI assistant, guiding you through complex formulas, data analysis, and automation without extensive technical knowledge.

  • Basic & Intermediate
  • 90 Mins
  • Ritu Arora
  • May 20, 2026
Live Webinar

Contractor versus Employee

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 ...

Live Webinar

Copilot & Excel: Smarter Workflows for Modern Professionals

AI is changing the way we work—and Excel is no exception. In this interactive webinar, Ray will demystify Microsoft Copilot, explain why it doesn’t work in standalone Excel, and show you the difference between free and paid versions. You’ll get a guided tour o ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • May 21, 2026
Live Webinar

ChatGPT For CPAs And Finance Professionals

Unlock the potential of AI in finance with our transformative webinar, "ChatGPT for CPAs and Finance Professionals". In this 90-minute session, delve into how ChatGPT can be your partner in navigating complex financial landscapes, from automating routine accou ...

Live Webinar

AI For Accounting Professionals

AI for Accounting Professionals is a must-attend session for CPAs looking to stay ahead in an industry increasingly shaped by artificial intelligence. This session explores how AI is revolutionizing accounting, from automating repetitive tasks like data entry ...

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
  • May 21, 2026
Live Webinar

How Claude AI Can Benefit HR in Enhancing Recruitment, Retention, and Employee Engagement

In today’s rapidly evolving workplace, artificial intelligence is no longer just a concept for IT teams or data scientists. AI is becoming a practical tool that HR leaders and managers can use every day to improve decision-making, streamline processes, and enh ...

Live Webinar

Excel Tips & Tricks - Part I

There are many shortcuts to do the work you do. This course shows many tips & tricks which many experts aren’t aware of and which save you lots of time. One of my favourite comments which came from this course was, “This Isn’t Excel, it’s Magic!” It also becam ...

  • Basic & Intermediate
  • 90 Mins
  • Bob Umlas
  • May 26, 2026