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555 results of "Banking & Insurance x" and "Insurance x"
Live Webinar

The AI Systems Starter Kit

This 1 hour webinar is designed as a practical entry point for people who want to understand the core AI systems that matter most in business today. The session introduces several foundational categories, including productivity support, content creation, meeti ...

Live Webinar

Commercial Loan Documentation

This webinar will expose participants to five steps in the loan documentation process, which include. Identifying the Borrower Identifying and Documenting the Collateral Evidencing the Debt Attaching the Collateral Perfecting the Security Interest Ea ...

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

Building Custom AI Agents and Workflows for Excel

AI-powered tools are rapidly becoming part of the modern Excel ecosystem, but many professionals are still exploring how these technologies can be integrated into real reporting and analytical workflows. Microsoft 365 Copilot, Power Automate, and emerging AI a ...

Live Webinar

Writing an Effective Credit Analysis

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 ...

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

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

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

Multi-State Tax Issues for Payroll 2026

It has become critical for employers to understanding how to calculate tax for employees in 2 or more states. Plus what state laws for payroll need to be followed when employing employees in more than one state. This webinar will give the participant a bette ...

Live Webinar

Effective Communication: Ensuring Clarity, Accountability and Efficiency

In today’s fast-paced work environment, effective communication is the key to success. Miscommunication leads to inefficiencies, confusion, and lack of accountability—impacting productivity and team dynamics. This session is designed to equip professionals wit ...

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