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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
  • Sep 30, 2026
Live Webinar

Claude AI for Accounting & Finance Professionals

This beginner-to-intermediate webinar explains how Claude AI can support common accounting and finance workflows without requiring attendees to have technical AI, coding, or advanced systems-integration knowledge. The session is designed for professionals who ...

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

Mastering Human Resource Management (HRM) in 2026 Using Claude AI

Human Resource Management is changing quickly as organizations face new workforce expectations, heightened compliance demands, growing pressure to improve employee experience, and the rapid emergence of practical AI tools. This timely 2-hour virtual seminar sh ...

Live Webinar

Agentic AI for Accounts Payable and Invoice Processing

This session shows how an AI agent can take on the repetitive core of accounts payable. We begin with the everyday problem: a stack of invoices, each needing to be read, matched, and either paid or questioned. You will see how an agent reads an incoming invoic ...

Live Webinar

Behavioural Interviews-500% More Effective Than Traditional Methods

Regardless of skill, hiring a person who is a bad fit is the wrong decision. In fact, traditional interviewing predicts future success by only 10%. With a bad fit, the employee is never going to reach optimum performance, or be fully engaged, and they are like ...

Live Webinar

Claude AI 101: The Complete Beginner's Guide

Claude AI is a generative artificial intelligence assistant developed by Anthropic that can help professionals create content, analyze information, brainstorm ideas, summarize materials, and complete a variety of knowledge-based tasks. As AI becomes increasing ...

Live Webinar

THE NEW I9 - Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process th ...

Live Webinar

Building Custom AI Agents and Workflows for Excel

AI-powered tools are rapidly becoming part of the modern Excel ecosystem, but many professionals are still exploring how these technologies can be integrated into real reporting and analytical workflows. Microsoft 365 Copilot, Power Automate, and emerging AI a ...

Live Webinar

Confident Public Speaking: Communicate with Impact, Authenticity and Presence

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 ...

  • Basic & Intermediate
  • 60 Mins
  • Tim Cook
  • Oct 09, 2026