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493 results of "Banking & Insurance x" and "Insurance x"
Live Webinar

Bootcamp for New Managers and Supervisors: Develop These Essential Leadership Skills & Be a Better Boss!

New managers, supervisors, and team leads - they’re on the front lines with your workforce, your customers, and your markets. They have tremendous potential. And some of them will become your organization’s future leaders. How well are you preparing your new ...

Live Webinar

Form I-9 Update

As of August 1, 2023, the Form I-9 has been updated to include a remote verification option. This webinar will review the changes in detail and how the employer can deal with them. We also have additional options of going electronic with the Form I-9. This we ...

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 To Use ChatGPT For Creating & Updating Employee Handbook

Employee handbooks are essential for setting expectations, outlining policies, and protecting your organization. Yet, most are outdated, unclear, and hard to update—often written years ago by someone who no longer works there. Updating them usually involves hi ...

Live Webinar

Public Speaking at Work - How to Communicate with Confidence

If you get nervous about giving presentations or leading meetings at work, this webinar will help you speak up powerfully when it matters most. If your public speaking skills are holding you back in your career, this webinar will give you the tools you need to ...

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

Copilot for Excel

In this webinar, participants will explore advanced capabilities that take Excel automation and data analysis to the next level. We’ll begin by examining how Copilot can be used on multiple tables, allowing users to streamline complex data manipulation and ana ...

Live Webinar

Trust in Leadership: Building and Maintaining Trust as a Leader

Trust is the cornerstone of effective leadership. Without it, teams struggle to perform, engagement dwindles, and morale suffers. In this impactful 60-minute session, "Trust in Leadership: Building and Maintaining Trust as a Leader," you’ll gain essential insi ...

Live Webinar

Why EBITDA Doesn’t Spell Cash Flow and What Does?

The challenge here is to explain what we mean when we say cash flow. In recent decades bankers have seen several top contenders for the cash flow definitional sweepstakes—traditional cash flow, operating cash flow, and EBITDA. The ascendant definition has been ...

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 ...