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 ...
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 ...
Microsoft Copilot is an AI tool built inside Excel that helps users work faster and smarter. It understands simple instructions and helps with data analysis, formula creation, summaries, and visual reports. In this webinar, we will understand how Copilot work ...
“Claude For CPAs: Best Practices & Strategies” is designed to help accounting and finance professionals understand how generative artificial intelligence can be responsibly integrated into modern accounting workflows. As AI adoption accelerates across tax, aud ...
This session shows how an AI agent can accelerate the mechanical stages of tax preparation and provision work. We follow a realistic engagement where the agent gathers source documents, categorizes transactions, calculates the provision, and drafts supporting ...
We all have to deal with difficult people in our lives. It could be a coworker or irate boss, a family member, or that grocery store clerk who just doesn’t seem to want to have a good day. In all cases, it can be frustrating to have to deal with them and even ...
This session shows how an AI agent can take the monthly reporting grind off your analysts' plates. We follow the familiar task of building a management pack: pulling actuals, comparing them to budget, and explaining what moved and why. You will see the agent a ...
