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659 results of "Banking & Insurance x" and "Banks & Credit Unions x"
Live Webinar

Copilot & Excel Essentials for Accounting and Finance Professionals

Managing financial data requires speed, precision, and insight. In this engaging webinar, Ray reveals how Copilot and Excel together can deliver all three. You’ll discover why Copilot doesn’t work with standalone Excel, how to choose between free and paid vers ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Jun 23, 2026
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

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

Effective Conflict Management

Managing conflicts efficiently is a skill everyone must have.  Each of us has a preferred style for resolving conflicts influenced by our personality and experiences dealing with situations in the past. However not all conflicts situations are the same. If you ...

Live Webinar

Eliminate Harmful And Unproductive Drama In The Workplace

Workplace drama sucks the productivity of teams and organizations. It also creates an inhospitable environment where healthy people don't want to work ... so they leave. Good, productive people leave the organization. In fact, the best people, the highest perf ...

Live Webinar

The Manager’s Playbook for Leading After Layoffs: Quickly Rebuild, Refocus, Re-engage Your Team!

Layoffs are often necessary for organizations, but the days and weeks afterward determine whether your teams will quickly move forward or struggle with uncertainty. Remaining employees often feel anxiety, fear of future cuts, guilt for being “the ones who stay ...

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

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

ChatGPT for Excel

In today’s fast-paced and data-driven world, efficiency, accuracy, and innovation are more critical than ever. This session will introduce you to the seamless integration of ChatGPT with Excel, showing how AI can dramatically boost your spreadsheet capabilitie ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Jun 24, 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 ...