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1200 results of "Banking & Insurance x"
Live Webinar

Intro to Copilot in Excel

The webinar is designed to introduce participants to the transformative capabilities of Copilot, a powerful AI tool integrated within Excel. The session will cover the essentials of preparing and formatting data specifically for Copilot use, ensuring that use ...

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 ...

Live Webinar

Managing "Toxic" and Other Employees Who Have Attitude Issues

Managing employee performance is a critical role for all leaders, of any group, even volunteers and family members.  Expected outcomes depend on the leader’s ability to set clear performance expectations (outcomes) and in some situations help by defining metho ...

Live Webinar

ChatGPT for Excel

This webinar will introduce you to the incredible potential of using ChatGPT to enhance your Excel tasks, focusing on practical strategies to make the most of generative AI in your daily work. We’ll start by exploring how to properly set up and structure your ...

Live Webinar

Form 1099 Due Diligence

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

Understanding Accounting for Non - Accounting Professionals

This webinar will equip attendees with the basic understanding necessary to understand the organization’s accounting and reporting structure.

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

AI Assistants for Accounting and Finance: A Practical Guide to Claude and ChatGPT for CPAs and Finance Professionals

Claude and ChatGPT are AI assistants that read and write text. The most useful way to think of each is as a very fast, very well-read colleague: broadly capable and quick, but confident even when wrong. That single idea shapes the whole session, because it exp ...

Live Webinar

Form 1099-MISC and 1099-NEC Compliance

This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC with a focus on the details and proper preparation of the forms. It will cover updates to the Forms for 2026 and electronic filing requirements and methods including the IRIS ( ...

Live Webinar

Dealing With Difficult People In Life & Work

In this training you will discover the secret skills used by top therapists to deal with the most challenging of people. From annoying people at work … All the way to lock-down psychiatric patients. These skills are all extensively tested in the field and know ...

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