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 ...
Don’t let manual Excel work slow you down. In this Mastering Excel with Claude session, Ray demonstrates how to automate time-consuming tasks like subtotal nesting, pie-chart design, and cross-app linking. Learn to use Claude for automatic formatting, repeat t ...
As financial institutions, credit reporting agencies, and debt collectors increasingly rely on artificial intelligence to drive credit decisions and consumer communications, the gap between innovation and compliance has narrowed sharply. This program examines ...
Claude AI for HR Professionals is a practical, hands-on seminar designed to help HR teams leverage Claude AI in everyday HR functions. The session focuses on real-world applications such as drafting policies, improving employee communications, supporting recru ...
AI isn’t just a buzzword - it’s a game-changer for Excel users. In this hands-on session, you’ll discover how to combine the power of Excel with ChatGPT to boost your productivity, simplify complex tasks, and unlock new levels of efficiency. Whether you’re stu ...
