This webinar will expose participants to five steps in the loan documentation process, which include. Identifying the Borrower Identifying and Documenting the Collateral Evidencing the Debt Attaching the Collateral Perfecting the Security Interest Ea ...
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 course is designed to teach learners how to use CLAUDE for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel. Throughout the course, learners will explore the features and capabilities of CLAUDE for Excel, ...
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 ...
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 ...
Business professionals are increasingly expected to accomplish more while managing growing volumes of information, communication, and competing priorities. Claude AI can serve as a versatile workplace assistant, helping professionals streamline routine activit ...
Managing Gen Z isn’t hard because they’re lazy, entitled, or too emotional—it’s hard because they’ve been wired by a world that leaders weren’t trained to lead in. This is the first generation raised entirely in the digital age. They grew up with Google in th ...
In this webinar, we take an in-depth exploration of how AI, particularly ChatGPT, can revolutionize Excel usage and go beyond traditional spreadsheet functionalities. Attendees will gain valuable insights into the following key topics: Introduction to AI Inte ...
Our journey begins by building a firm understanding of conflict, exploring its various forms, numerous sources, and far-reaching impacts on the workplace environment. This initial overview provides a crucial context for understanding why conflicts occur and of ...
In this engaging and practical webinar, you’ll explore how Claude AI can support HR, people managers, and operations leaders in real-world scenarios. This is not a technical demo. Instead, you’ll see how AI can enhance communication, improve documentation, sup ...
