Search Trainings

521 results of "Banking & Insurance x" and "Insurance x"
Live Webinar

Form I-9 Update

As of August 1, 2023, the Form I-9 has been updated to include a remote verification option. This webinar will review the changes in detail and how the employer can deal with them. We also have additional options of going electronic with the Form I-9. This we ...

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

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

ChatGPT For CPAs And Finance Professionals

Unlock the potential of AI in finance with our transformative webinar, "ChatGPT for CPAs and Finance Professionals". In this 90-minute session, delve into how ChatGPT can be your partner in navigating complex financial landscapes, from automating routine accou ...

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

Match the Moment: Applying Situational Leadership Principles to Variety of Leadership Styles

This program is the pinnacle of leadership programs because it proves that the most effective leaders don’t use the leadership style that comes naturally to them, but through observation, experience, and emotional intelligence, they can lead individuals as the ...

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

Excel Tips & Tricks - Part I

There are many shortcuts to do the work you do. This course shows many tips & tricks which many experts aren’t aware of and which save you lots of time. One of my favourite comments which came from this course was, “This Isn’t Excel, it’s Magic!” It also becam ...

  • Basic & Intermediate
  • 90 Mins
  • Bob Umlas
  • May 26, 2026