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382 results of "Banking & Insurance x" and "Insurance x"
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

Form W-2 Basics

A major task of Payroll departments is providing W-2 Forms to employees and to the Social Security Administration. The Forms must be correct, complete, and filed on time or the employer may face stiff penalties.  This webinar will cover the fundamentals of pre ...

Live Webinar

Why EBITDA Doesn’t Spell Cash Flow and What Does?

The challenge here is to explain what we mean when we say cash flow. In recent decades bankers have seen several top contenders for the cash flow definitional sweepstakes—traditional cash flow, operating cash flow, and EBITDA. The ascendant definition has been ...

Live Webinar

How to Manage Difficult Employees

When difficult employee behavior is not addressed properly, other employees become resentful, they lose respect for your organization’s leaders, and they start modelling the difficult employee’s behavior. Employee morale decreases and your organization’s resul ...

Live Webinar

Claude AI for Accounting & Finance Professionals

This beginner-to-intermediate webinar explains how Claude AI can support common accounting and finance workflows without requiring attendees to have technical AI, coding, or advanced systems-integration knowledge. The session is designed for professionals who ...

Live Webinar

Use of AI and GPT for Finance Professionals

This course is designed to provide CPAs and finance professionals with the knowledge and skills to effectively leverage ChatGPT in their day-to-day work. Participants will learn how to utilize ChatGPT to enhance financial analysis, automate tasks, provide pers ...

Live Webinar

Finance & Accounting 101 Simplified

This webinar will equip attendees with the basic understanding necessary to understand the organization’s profitability through enhanced financial decision-making.

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

The AI Systems Starter Kit

This 1 hour webinar is designed as a practical entry point for people who want to understand the core AI systems that matter most in business today. The session introduces several foundational categories, including productivity support, content creation, meeti ...

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 ...

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