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

Using Claude with Excel: Practical AI Workflows for Analysts

Generative AI is increasingly becoming part of the modern analytical toolkit, but many professionals are still exploring how these tools fit into everyday Excel workflows. Claude offers a growing ecosystem of capabilities designed to assist with analytical wor ...

Live Webinar

Speak with Impact: Communication Do's and Don'ts for Group Discussions

Successful communication is one of the most valuable professional skills, yet it is often the small behaviours—not just the words we choose - that determine whether conversations are productive. Listening without interrupting, asking thoughtful questions, resp ...

Live Webinar

Excel - Essentials for the Absolute Beginner

This training is aimed at users who have very limited knowledge of Excel. If you know what a spreadsheet is, and can navigate around and enter and edit data but want to learn more, this training is for you! It will give you a solid foundation and will equip y ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Sep 11, 2026
Live Webinar

Effective Communication: Ensuring Clarity, Accountability and Efficiency

In today’s fast-paced work environment, effective communication is the key to success. Miscommunication leads to inefficiencies, confusion, and lack of accountability—impacting productivity and team dynamics. This session is designed to equip professionals wit ...

Live Webinar

The Art of Influence: Persuasion Strategies That Move People to Action

Use Persuasive Techniques to Lift Yourself and Others Up This webinar training, which is designed for people of all skill sets and levels, will give you helpful tools that you can use to effectively influence others in a variety of settings. These skills are ...

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
  • Sep 14, 2026
Live Webinar

Assertive Speaking Skills for Professionals - How to ask for what you want and get it

Do you avoid speaking up, are worried you may upset others, or are unsure how to articulate your message? Do you often feel you fail to get your opinions heard or that people readily dismiss or undermine your views? Do you typically consider others’ feelings ...

Live Webinar

New Form 1099 Reporting Requirements: 2026 Compliance Update

1099s report payments made to non-employee service providers, as well as payments to suppliers and other entities you do business with. Think of your own organization: Can you name all the types of service providers you use? Do you know which payments are repo ...

Live Webinar

Nailing Impromptu Speeches: The Secret to Speaking Easily and Brilliantly on the Spot

An impromptu speech is common.  In business, at school, or at social and other public events, you are often unexpectedly called on to “make a few marks” or brief remarks about a specific topic.  The ability to speak well on short notice is a useful skill. Imp ...

Live Webinar

Mastering Your Presentation Skills

A powerful presentation can inspire, inform, and influence, and the Mastering Your Presentation Skills session is designed to help you do just that. This interactive and engaging session provides participants with the tools and techniques needed to deliver imp ...