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

AI Systems for Everyday Admin

This 1 hour webinar is designed to show attendees how AI can be used as a practical support system for the everyday administrative work that often slows people down. The session focuses on common tasks such as organizing email responses, summarizing long threa ...

Live Webinar

Motivation - Motivating Yourself & Others

You Can’t Do The Slightest Thing Until First Motivated! If You Master Motivation, You Will Have The Ability To Get More Done Than Ever Before. You Will Also Be Able To Motivate Others … It Will Allow You To Help Others Take Action And Move In The Right Directi ...

Live Webinar

Claude for CPAs and Finance Professionals

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

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • May 15, 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

Claude AI for Day-to-Day People Management

In this engaging and practical webinar, you’ll explore how Claude AI can support HR, people managers, and operations leaders in real-world scenarios. This is not a technical demo. Instead, you’ll see how AI can enhance communication, improve documentation, sup ...

Live Webinar

Effective Conflict Management

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 ...

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

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

New Form 1099 Reporting Requirements: 2026 Compliance Update

1099s report payments made to non-employee service providers, as well as payments to suppliers and other entities you do business with. Think of your own organization: Can you name all the types of service providers you use? Do you know which payments are repo ...

Live Webinar

Match the Moment: Applying Situational Leadership Principles to Variety of Leadership Styles

This program is the pinnacle of leadership programs because it proves that the most effective leaders don’t use the leadership style that comes naturally to them, but through observation, experience, and emotional intelligence, they can lead individuals as the ...