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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 ...
The 3-part series will explain how a banker evaluates a borrower’s cash flow, collateral, and guarantees to determine a borrower’s ability to repay a loan. A case study links together the 3 parts.
You Have More HR Work Than Hours in the Day. Claude Can Help — If You Use It Right. Job descriptions to write. Resumes to screen. Performance reviews to draft. Difficult conversations to plan. Manager emails to soften before they hit "send." And then leaders ...
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 ...
This 1 hour webinar is designed to help leaders create an AI assistant framework that supports executive level work. The session focuses on turning AI into a useful strategic support system for planning, communication, prioritization, and decision preparation. ...
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 ...
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 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 ( ...
This webinar will expose participants to process and a detailed outline that will enable you to write an effective credit memo. The learning objectives are: To make you a better banker To understand the importance of good written communication To improve ...
Unveil the potential of AI in revolutionizing HR tasks with ChatGPT. Dive deep into how this AI marvel can declutter your HR duties, enabling you to concentrate on fostering better relationships with employees and leadership. We will also review legal liabilit ...