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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 ...
Performance management is undergoing a major shift—from backward-looking reviews to continuous, real-time coaching. Your managers and supervisors are now expected to deliver continuous feedback to their people; improve employee engagement; develop talent faste ...
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 ...
The question I get a lot is, “when should a supervisor issue a PIP”? First, performance improvement plans are not to be ‘issued’ like you would a speeding ticket. PIP’s should be designed as helpful tools to assist employees on their path to performance impr ...
Generative AI tools are rapidly becoming part of the modern data workflow, but many professionals are still unsure how these tools fit into the day-to-day work they already perform in Excel. The ChatGPT add-in for Excel provides a practical bridge between spre ...
Managers are constantly asked to explain financial performance: Why did sales miss the target? Why did expenses come in higher than expected? Without the right tools, these conversations can feel overwhelming or vague. Variance analysis provides the answers, b ...
UCA Cash Flow Analysis and application of the analysis to better understand borrower’s cash flow: An Illustration on how Cash Flow Analysis is used to transition an Accrual Basis Financial Statement into a Statement of Cash Flow (or Cash Basis Statement) be ...
Most bankers acknowledge that construction lending is riskier than other types of commercial lending
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 ...
Zero-trust has three core principles: verify explicitly, use least privilege, and assume breach. The problem is that all three were designed with a human principal in mind. An AI agent is not a human. It does not authenticate at login and idle between requests ...