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1168 results of "Banking & Insurance x"
Live Webinar

Using the ChatGPT Add-in for Excel: Practical AI Workflows for Analysis and Reporting

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 ...

Live Webinar

Understanding Artificial Intelligence (AI) and using Chat GPT

The ability to take advantage of this technology and others is the way the world is moving towards. AI is starting to become a tool that’s incorporated in everyday life, and we need to embrace it.

Live Webinar

Claude AI for Excel: Work Faster, Smarter & Easier

This session focuses on leveraging Claude, an advanced AI tool, to transform the way professionals work with Microsoft Excel. As organizations increasingly adopt AI-driven tools, understanding how to integrate these technologies into everyday workflows has bec ...

Live Webinar

Claude for CPAs and Finance Professionals

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 ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Aug 31, 2026
Live Webinar

Form 1099-MISC and 1099-NEC Compliance

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 ( ...

Live Webinar

Understanding Accounting for Non - Accounting Professionals

This webinar will equip attendees with the basic understanding necessary to understand the organization’s accounting and reporting structure.

Live Webinar

Writing an Effective Credit Analysis

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 ...

Live Webinar

How ChatGPT Can Benefit HR in Enhancing Recruitment, Retention, and Employee Engagement

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 ...

Live Webinar

ChatGPT for Excel

In today’s fast-paced and data-driven world, efficiency, accuracy, and innovation are more critical than ever. This session will introduce you to the seamless integration of ChatGPT with Excel, showing how AI can dramatically boost your spreadsheet capabilitie ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Aug 31, 2026
Live Webinar

Form 1099 Update 2026: Latest Forms, Rules and Reporting Regulations

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 ( ...

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