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Don’t let manual Excel work slow you down. In this Mastering Excel with Claude session, Ray demonstrates how to automate time-consuming tasks like subtotal nesting, pie-chart design, and cross-app linking. Learn to use Claude for automatic formatting, repeat t ...
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 ...
This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, and reporting guidelines. It will cover important changes to the filing due ...
ChatGPT is a form of Artificial Intelligence and is a leading factor in the progress toward a new era of work. ChatGPT has been compared to the Industrial Revolution and the development of the Internet and early adopters predict that ChatGPT will transform wo ...
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 ...
Everyone from the anxious beginner to the confident professional will grow from expert advice such as: Making the most of your first three minutes Reinforcing sticking points throughout your presentation Fine-tuning your eye contact, gestures and overall ...
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 ...
Artificial Intelligence (AI) is revolutionizing the way financial planning and analysis (FP&A) is conducted across industries. This course focuses on providing FP&A professionals with a hands-on understanding of AI tools and how they can be used to enhance fin ...
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 ...
Avoided conversations or meetings because you didn't want to risk another conflict? Lost your patience or let others push your hot buttons and regretted it later? Wished you could be more assertive and maintain your composure when dealing with emotional custom ...