This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC with a focus on the details and proper preparation of the forms. It will cover updates to the Forms for 2026 and electronic filing requirements and methods including the IRIS ( ...
UCA Cash Flow Analysis and application of the analysis to better understand borrower’s cash flow: An Illustration on how Cash Flow Analysis is used to transition an Accrual Basis Financial Statement into a Statement of Cash Flow (or Cash Basis Statement) be ...
This course is designed to teach learners how to use CLAUDE for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel. Throughout the course, learners will explore the features and capabilities of CLAUDE for Excel, ...
CPAs spend too much time on repetitive work. In this practical session, Ray shows how Claude, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made eas ...
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 ...
Excel is a powerful tool, but mastering it can be challenging. ChatGPT can act as your AI assistant, guiding you through complex formulas, data analysis, and automation without extensive technical knowledge.
This workshop helps managers prepare for and conduct difficult workplace conversations with greater clarity and control. It focuses on choosing the right purpose, separating facts from assumptions, opening the conversation without creating unnecessary heat, ex ...
This practical webinar introduces accountants and accounting practice professionals to Claude AI and explains how it can be used safely in everyday accounting workflows. The session focuses on realistic use cases such as drafting client communications, summari ...
Administrative professionals sit at the center of an organization's daily operations, and even small inefficiencies in scheduling, correspondence, or documentation can ripple outward into missed deadlines and dropped details. This session offers a structured, ...
Business professionals are increasingly expected to accomplish more while managing growing volumes of information, communication, and competing priorities. Claude AI can serve as a versatile workplace assistant, helping professionals streamline routine activit ...
