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Live Webinar

Mastering the Leap to Management: Skills for New Team Leaders, Supervisors and Managers

In most organizations, if you are the best at your craft, it's likely you'll be selected to be the next supervisor or manager. The irony is that you now spend less time doing what you are really good at and more time doing things you have little or no trainin ...

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

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

Due Diligence Steps for 1099 Compliance

This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, and reporting guidelines. It will cover important changes to the filing due ...

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: Pivot Tables Crash Course

Pivot Tables have been a mainstay of the Excel program for two decades, and yet they remain a daunting and little understood tool.   If you are a daily user of Excel, eventually you will be faced with the challenge of data summaries and analysis.   The 1st l ...

Live Webinar

Chat GPT and AI Tools for CPAs and Finance Professionals

This webinar will show you live examples on multiple AI tools, and introduces accounting and finance professionals to the transformative power of Artificial Intelligence (AI) in their field. Spanning About 2 hours, it explores how AI revolutionizes accounting ...

Live Webinar

ChatGPT for CPAs and Finance Professionals

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

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • May 29, 2026
Live Webinar

Copilot for Excel – Work Smarter with AI

Microsoft Copilot is an AI tool built inside Excel that helps users work faster and smarter. It understands simple instructions and helps with data analysis, formula creation, summaries, and visual reports. In this webinar, we will understand how Copilot work ...

  • Basic & Intermediate
  • 60 Mins
  • Ritu Arora
  • May 29, 2026
Live Webinar

The Power of Trust: Why It Should Matter to All Leaders & How to Enhance It

There are various definitions of leadership, but they all involve having influence. And a trusting relationship is a necessity for ongoing influence. When we don’t trust someone, what they say has little if any influence on us. In fact, we often try to avoid e ...

  • Basic & Intermediate
  • 60 Mins
  • Pete Tosh
  • May 29, 2026

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