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423 results of "Banking & Insurance x" and "Banks & Credit Unions x"
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

Managing Toxic Employees: Strategies For Leaders To Confidently Deal With Toxic Behaviours

Managing other people is never easy, but some employees make it particularly difficult. When an employee's toxic behavior is not addressed properly, other team members become resentful, they lose respect for you as a leader, and they may develop their own toxi ...

Live Webinar

ChatGPT for Recruiters: Harness AI for Effective Talent Sourcing

This webinar introduces ChatGPT as a game-changing tool in the realm of recruitment and human resources. It emphasizes the critical need for HR professionals to adapt to and embrace new technologies like ChatGPT to stay competitive and efficient. Key Featur ...

Live Webinar

ChatGPT for CPAs and Finance Professionals

CPAs spend too much time on repetitive work. In this practical session, Ray shows how ChatGPT, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made ea ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Aug 25, 2026
Live Webinar

Claude AI For CPAs & Finance Professionals: Best Practices & Strategies

“Claude For CPAs: Best Practices & Strategies” is designed to help accounting and finance professionals understand how generative artificial intelligence can be responsibly integrated into modern accounting workflows. As AI adoption accelerates across tax, aud ...

Live Webinar

Form 1099- Reporting Requirements (Including Changes from the Big Beautiful Bill)

In this timely, relevant, and actionable session, Jason Dinesen—known nationwide as “The 1099 Guy”—guides attendees through the practical realities of Form 1099 compliance. This session goes beyond the basics and dives deep into due diligence, backup withholdi ...

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

Commercial Loan Documentation

This webinar will expose participants to five steps in the loan documentation process, which include. Identifying the Borrower Identifying and Documenting the Collateral Evidencing the Debt Attaching the Collateral Perfecting the Security Interest Ea ...

Live Webinar

Payroll Reconciliation and Reporting – 2026 update

Payroll operations are a day to day process. From the time you decide to hire workers - from the first day of employment to the last - reporting information concerning their HR and payroll is essential to your business. Most businesses use payroll software and ...

Live Webinar

Essential Public Speaking Skills Anyone Can Master for Workplace Success

Whether your goal is to inform, persuade, entertain, or train, there are core communication strategies and presentation techniques that will ensure you give a professional presentation that engages your audience and achieves your desired outcomes.  Poor presen ...

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Validity : 16th Aug'26 to 26th Aug'26