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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 ...
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 ...
This beginner-to-intermediate webinar explains how Claude AI can support common accounting and finance workflows without requiring attendees to have technical AI, coding, or advanced systems-integration knowledge. The session is designed for professionals who ...
Modern project managers face a persistent challenge: too much time spent on administrative work, and not enough on strategic leadership. Research shows that tasks like status reporting, scheduling, and documentation can consume more than half of a project mana ...
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 ...
This 1 hour webinar is designed as a practical entry point for people who want to understand the core AI systems that matter most in business today. The session introduces several foundational categories, including productivity support, content creation, meeti ...
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 ...
Workplace drama drains productivity, lowers morale, and drives away top talent. High- performing, self-directed employees often leave organizations riddled with conflict, frustration, and unnecessary distractions. Left unchecked, workplace drama creates an inh ...
This session shows how an AI agent can take on the repetitive core of accounts payable. We begin with the everyday problem: a stack of invoices, each needing to be read, matched, and either paid or questioned. You will see how an agent reads an incoming invoic ...
Human error is a leading cause of quality and production issues, but many of these errors can be minimized with effective workplace organization and management. The 5S Method—Sort, Set in Order, Shine, Standardize, and Sustain—is a proven approach to creating ...