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Live Webinar

Intro to Copilot in Excel

The webinar is designed to introduce participants to the transformative capabilities of Copilot, a powerful AI tool integrated within Excel. The session will cover the essentials of preparing and formatting data specifically for Copilot use, ensuring that use ...

Live Webinar

EMPLOYEES FROM HELL: How to work with people who suck the life out of your organization

In this webinar, you’ll learn techniques to deal effectively with these problem children so they either become productive members of your team, or they go away. Who takes up more of your time than any other employees? Who keeps you awake at night, wonderin ...

Live Webinar

Managing Toxic & Other Employees Who Have Attitude Issues

Clever toxic employees: Utilize their technical expertise to intimidate & manipulate Know who to flatter & who they can abuse Turn their toxicity on & off depending on the impression they want to make Unfortunately, organizations can work against thems ...

  • Basic & Intermediate
  • 60 Mins
  • Pete Tosh
  • Sep 28, 2026
Live Webinar

Excel: Pivot Tables Crash Course

Pivot Tables have been a mainstay of the Excel program for two decades, and yet they remain a daunting and little understood tool.   If you are a daily user of Excel, eventually you will be faced with the challenge of data summaries and analysis.   The 1st l ...

Live Webinar

Form W-2 Basics

A major task of Payroll departments is providing W-2 Forms to employees and to the Social Security Administration. The Forms must be correct, complete, and filed on time or the employer may face stiff penalties.  This webinar will cover the fundamentals of pre ...

Live Webinar

Due Diligence Steps for 1099 Compliance

This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, and reporting guidelines. It will cover important changes to the filing due ...

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 ( ...

Live Webinar

Claude AI For Excel

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 ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Sep 30, 2026
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

Use of AI and GPT for Finance Professionals

This course is designed to provide CPAs and finance professionals with the knowledge and skills to effectively leverage ChatGPT in their day-to-day work. Participants will learn how to utilize ChatGPT to enhance financial analysis, automate tasks, provide pers ...