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540 results of "Banking & Insurance x" and "BSA/AML Compliance x"
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

One Voice, Many Platforms: Strengthening External Communication Across the Organization

This training focuses on strengthening external communication within nonprofit organizations that operate across multiple entities, programs, or departments. Participants will explore how to maintain a consistent organizational voice while communicating across ...

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

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

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

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

Get Real HR Work Done with Claude: Prompts, Pitfalls, and Practical Use Cases

You Have More HR Work Than Hours in the Day. Claude Can Help — If You Use It Right. Job descriptions to write. Resumes to screen. Performance reviews to draft. Difficult conversations to plan. Manager emails to soften before they hit "send." And then leaders ...

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

Claude AI for Excel: Work Faster, Smarter & Easier

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 ...

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