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508 results of "Banking & Insurance x" and "BSA/AML Compliance x"
Live Webinar

ChatGPT Unlocked: A Beginner’s Guide to AI and ChatGPT

ChatGPT Unlocked is a practical and engaging introduction to the world of artificial intelligence through the lens of one of its most powerful tools—ChatGPT. In this webinar, instructor Richard Erschik walks beginners step-by-step through what ChatGPT is, how ...

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
  • Apr 28, 2026
Live Webinar

Copilot for Excel

This course is designed to teach learners how to use COPILOT for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel. Throughout the course, learners will explore the features and capabilities of COPILOT for Excel ...

Live Webinar

Dealing with Difficult People

We all have to deal with difficult people in our lives. It could be a coworker or irate boss, a family member, or that grocery store clerk who just doesn’t seem to want to have a good day. In all cases, it can be frustrating to have to deal with them and even ...

Live Webinar

Chat GPT for Accountants

ChatGPT has been created with one main objective - to predict the next word in a sentence, based on what's typically happened in the gigabytes of text data that it's been trained on. Once you give ChatGPT a question or prompt, it passes through the AI model a ...

Live Webinar

How Accountants Can Use Chat GPT Effectively

ChatGPT has been created with one main objective - to predict the next word in a sentence, based on what's typically happened in the gigabytes of text data that it's been trained on. Once you give ChatGPT a question or prompt, it passes through the AI model a ...

Live Webinar

Form W-9 Compliance to Avoid Penalties: TIN Verification, B Notices and Backup Withholding

Obtaining Form W-9 from is the first step in assuring compliance in information return reporting requirements. The Form provides information required to determine if the business needs to file an information return as well as the correct name and tax ID number ...

Live Webinar

Public Speaking Skills for Workplace Success – Say it Out Loud

There are situations in everyone’s career and personal life in which speaking in public is required. It may be to a large crowd or to a small group of two or three. Not every personality feels at ease with this ‘opportunity’. Improving your public speaking ski ...

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

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 ...

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