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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

How to Use Claude AI for Budgeting and Financial Planning: A Step-by-Step Guide

This practical webinar explains how Claude AI can be used to support budgeting and financial planning workflows. It focuses on realistic, beginner-friendly applications such as drafting budget commentary, summarizing historical trends, preparing forecast expla ...

Live Webinar

ChatGPT for CPAs and Finance Professionals

CPAs spend too much time on repetitive work. In this practical session, Ray shows how ChatGPT, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made ea ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Oct 09, 2026
Live Webinar

ChatGPT for Excel

Excel is incredibly powerful, but its complexity can be daunting. ChatGPT serves as your personal AI assistant, helping you navigate formulas, analyze data, and streamline tasks—even if you’re not an Excel expert. You’ll learn practical techniques that show h ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Oct 13, 2026
Live Webinar

ChatGPT for HR Professionals

Artificial intelligence is rapidly changing the way HR professionals recruit, communicate, develop talent, manage performance, and support employees. The question is no longer whether HR will use AI—it is how to use it effectively, responsibly, and strategical ...

Live Webinar

How to Lead and Manage a Narcissistic Employee

Leading and managing a narcissistic employee can be an intimidating and challenging task for any manager. Narcissism is characterized by grandiosity, an excessive need for admiration, and a lack of empathy. Narcissistic employees can be difficult to work with ...

Live Webinar

Difficult People, Tough Conversations: Practical Strategies to Move from Conflict to Collaboration!

A recent study on workplace conflict found that an overwhelming majority (85%) of employees, at all levels, have experienced dealing with stressful conflict. For example: being in a frustrating disagreement with a colleague; managing a conflict between co-work ...

Live Webinar

Eliminate Harmful And Unproductive Drama In The Workplace

Workplace drama sucks the productivity of teams and organizations. It also creates an inhospitable environment where healthy people don't want to work ... so they leave. Good, productive people leave the organization. In fact, the best people, the highest perf ...

Live Webinar

Claude AI for Administrative Professionals

The role of administrative professionals continues to evolve as organizations seek greater efficiency and productivity. Claude AI offers a powerful solution for streamlining administrative tasks and helping professionals focus on higher-value activities that s ...

Live Webinar

Agentic AI for Tax Preparation and Provision Support

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 ...