Search Trainings

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

Claude AI for Excel: Work Faster, Smarter & Easier

This session focuses on leveraging Claude, an advanced AI tool, to transform the way professionals work with Microsoft Excel. As organizations increasingly adopt AI-driven tools, understanding how to integrate these technologies into everyday workflows has bec ...

Live Webinar

The New Manager's Playbook for the First 90 Days

Stepping into leadership for the first time? Or looking to refine your management approach? This transformative webinar equips you with essential tools to thrive in today's VUCA (volatile, uncertain, complex, and ambiguous) business environment. Many new lead ...

Live Webinar

AI For Accounting Professionals

AI for Accounting Professionals is a must-attend session for CPAs looking to stay ahead in an industry increasingly shaped by artificial intelligence. This session explores how AI is revolutionizing accounting, from automating repetitive tasks like data entry ...

Live Webinar

Performance Improvement Plans - 7 Steps to make an effective PIP

The question I get a lot is, “when should a supervisor issue a PIP”?  First, performance improvement plans are not to be ‘issued’ like you would a speeding ticket.  PIP’s should be designed as helpful tools to assist employees on their path to performance impr ...

Live Webinar

Build Your AI CEO Assistant

This 1 hour webinar is designed to help leaders create an AI assistant framework that supports executive level work. The session focuses on turning AI into a useful strategic support system for planning, communication, prioritization, and decision preparation. ...

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

Construction Lending and Real Credit Administration: Evaluating, Underwriting, and Monitoring Construction Loans

Most bankers acknowledge that construction lending is riskier than other types of commercial lending

Live Webinar

Termination pay - A summary of State and Federal guidelines for calculation and compliance

Paying your employees final paycheck is more confusing than it seems. Although Federal law has broad regulations you have to comply with, States have the most rules, and they differ widely. Failure to accurately and completely pay what your worker is due can b ...

Live Webinar

ChatGPT for Excel

This webinar will introduce you to the incredible potential of using ChatGPT to enhance your Excel tasks, focusing on practical strategies to make the most of generative AI in your daily work. We’ll start by exploring how to properly set up and structure your ...

Live Webinar

Multi-State Payroll Tax: How to Stay Compliant

Understanding how manage employees in 2 or more states can be confusing. Determining what state laws for payroll need to be followed when employing employees in more than one state. To better understand the laws in each state and the tax guidance on how to de ...