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

Using the ChatGPT Add-in for Excel: Practical AI Workflows for Analysis and Reporting

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 ...

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
  • Aug 31, 2026
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

Public Speaking without Fear: How to Go from Nervous to Natural and Turn Panic into Poise

Whether in an informal setting or a more formal presentation, we all want to bring our “A Game” any time we speak up in a meeting or express our ideas. Plan to join us if: Quite frankly, you hate public speaking You’ve been embarrassed because you get shak ...

Live Webinar

Manipulators at Work: Dealing with Narcissistic, Toxic, and Emotionally Abusive Colleagues

Ever walked away from a workplace interaction questioning your reality or wondering if it’s you that’s the problem? You may be dealing with a manipulator. Whether it’s narcissistic behaviour, emotional abuse, or power games behind a polished façade, these mani ...

Live Webinar

AI for Finance Professionals: A Hands-On Guide to Smarter Decision Making

This intermediate-level webinar explores practical ways finance professionals can use AI tools to support better decision-making across corporate finance, financial planning, budgeting, forecasting, risk review, and performance analysis. The session focuses on ...

Live Webinar

AI Governance in Consumer Finance: Managing FCRA/FDCPA Risk in Automated Systems

As financial institutions, credit reporting agencies, and debt collectors increasingly rely on artificial intelligence to drive credit decisions and consumer communications, the gap between innovation and compliance has narrowed sharply. This program examines ...

  • Intermediate & Advan
  • 75 Mins
  • Tim Sanders
  • Sep 09, 2026
Live Webinar

Fair Debt Collection Practices Act 2026

The Fair Debt Collection Practices Act (FDCPA), approved on September 20, 1977 is a consumer protection amendment, establishing legal protection from abusive debt collection practices, to the Consumer Credit Protection Act, as Title VIII of that Act. It’s is a ...

Live Webinar

ChatGPT for Excel

This course is designed to teach learners how to use CHATGPT for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel. Throughout the course, learners will explore the features and capabilities of CHATGPT for Excel ...

Live Webinar

Using Claude with Excel: Practical AI Workflows for Analysts

Generative AI is increasingly becoming part of the modern analytical toolkit, but many professionals are still exploring how these tools fit into everyday Excel workflows. Claude offers a growing ecosystem of capabilities designed to assist with analytical wor ...