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

ChatGPT and Project Management: Leveraging AI for Project Management Excellence

In recent years, artificial intelligence (AI) has revolutionized various industries, significantly enhancing efficiency, productivity, and decision-making processes. Within the realm of project management, AI's capabilities have opened up new possibilities for ...

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

UCA Cash Flow Analysis

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 ...

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

Fair Debt Collection Practices Act 2026

The Fair Debt Collection Practices Act (FDCPA), approved on September 20, 1977 is a consumer protection amendment, establishing legal protection from abusive debt collection practices, to the Consumer Credit Protection Act, as Title VIII of that Act. It’s is a ...

Live Webinar

Chat GPT and AI Tools for CPAs and Finance Professionals

This webinar will show you live examples on multiple AI tools, and introduces accounting and finance professionals to the transformative power of Artificial Intelligence (AI) in their field. Spanning About 2 hours, it explores how AI revolutionizes accounting ...

Live Webinar

Chat GPT for FP&A and Finance Professionals

Artificial Intelligence (AI) is revolutionizing the way financial planning and analysis (FP&A) is conducted across industries. This course focuses on providing FP&A professionals with a hands-on understanding of AI tools and how they can be used to enhance fin ...

Live Webinar

Essential Public Speaking Skills Anyone Can Master for Workplace Success

Whether your goal is to inform, persuade, entertain, or train, there are core communication strategies and presentation techniques that will ensure you give a professional presentation that engages your audience and achieves your desired outcomes.  Poor presen ...

Live Webinar

Public Speaking Skills for Workplace Success – Say it Out Loud

There are situations in everyone’s career and personal life in which speaking in public is required. It may be to a large crowd or to a small group of two or three. Not every personality feels at ease with this ‘opportunity’. Improving your public speaking ski ...

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
  • Jun 30, 2026

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