AI-powered tools are rapidly becoming part of the modern Excel ecosystem, but many professionals are still exploring how these technologies can be integrated into real reporting and analytical workflows. Microsoft 365 Copilot, Power Automate, and emerging AI a ...
This practical webinar explains how Claude AI can be used to support budgeting and financial planning workflows. It focuses on realistic, beginner-friendly applications such as drafting budget commentary, summarizing historical trends, preparing forecast expla ...
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 ...
Public speaking is more than delivering information—it is about creating connection, communicating ideas with clarity and leaving a lasting impression. However, many capable professionals experience anxiety or a lack of confidence when speaking in front of gro ...
The coach model taught in this webinar helps unlock discretionary effort—the willingness of employees to contribute beyond minimum expectations because they feel valued, trusted, supported, and connected to the success of the organization. Rather than relying ...
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 ...
This course helps you move past basic ChatGPT use and into smarter, more powerful workflows. Learn how to give better instructions, personalize ChatGPT, and use AI as a reliable assistant for real work and everyday life. This course is designed for people who ...
Communication is the Master Skill To Success! Communication is the Master Skill To Success, yet virtually no one has been trained in this area – Amazing! Communication is literally what we do ALL day long … And people have very little skill in this area … Bu ...
Excel users often spend significant time cleaning data, preparing reports, and trying to make sense of large datasets. In this session, you will explore how Claude can support the spreadsheet workflow both inside and outside Excel. We will look at practical t ...
Excel is incredibly powerful, but its complexity can be daunting. ChatGPT serves as your personal AI assistant, helping you navigate formulas, analyze data, and streamline tasks—even if you’re not an Excel expert. You’ll learn practical techniques that show h ...
