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675 results of "Banking & Insurance x" and "Risk Management x"
Live Webinar

Eliminate Harmful And Unproductive Drama In The Workplace

Workplace drama sucks the productivity of teams and organizations. It also creates an inhospitable environment where healthy people don't want to work ... so they leave. Good, productive people leave the organization. In fact, the best people, the highest perf ...

Live Webinar

Use of AI and GPT for Finance Professionals

This course is designed to provide CPAs and finance professionals with the knowledge and skills to effectively leverage ChatGPT in their day-to-day work. Participants will learn how to utilize ChatGPT to enhance financial analysis, automate tasks, provide pers ...

Live Webinar

Build Your AI CEO Assistant

This 1 hour webinar is designed to help leaders create an AI assistant framework that supports executive level work. The session focuses on turning AI into a useful strategic support system for planning, communication, prioritization, and decision preparation. ...

Live Webinar

Form 1099- Reporting Requirements (Including Changes from the Big Beautiful Bill)

In this timely, relevant, and actionable session, Jason Dinesen—known nationwide as “The 1099 Guy”—guides attendees through the practical realities of Form 1099 compliance. This session goes beyond the basics and dives deep into due diligence, backup withholdi ...

Live Webinar

ChatGPT for Excel

In today’s fast-paced and data-driven world, efficiency, accuracy, and innovation are more critical than ever. This session will introduce you to the seamless integration of ChatGPT with Excel, showing how AI can dramatically boost your spreadsheet capabilitie ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Jun 24, 2026
Live Webinar

Crash Course in Canadian Employment

This webcast is creatively designed to provide you with important employment information when carrying on business north of the border This Webinar will provide cross-border human resource and employment tips Provide essential information to give you a sol ...

  • Basic & Intermediate
  • 60 Mins
  • Stacy Glass
  • Jun 25, 2026
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

Construction Lending and Real Credit Administration: Evaluating, Underwriting, and Monitoring Construction Loans

Most bankers acknowledge that construction lending is riskier than other types of commercial lending

Live Webinar

Excel - A Beginner’s Guide to Formulas and Functions

Are you new to Excel and struggling to understand formulas?  Are you tired of manually calculating data in Excel spreadsheets?  Do you want to learn how to use Excel formulas to streamline your work and save time? If so, this online training session is the ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Jun 25, 2026
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
  • Jun 25, 2026

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