Search Trainings

483 results of "Banking & Insurance x" and "Fraud Analytics x"
Live Webinar

Form W-4: Best Practices and Compliance Requirements

The Employee Withholding Certificate, commonly known as the Form W-4, is an IRS form used by an employer to withhold the correct federal income tax from an employee’s pay.  Starting in 2020 the W-4 differed significantly from the prior versions of the form. T ...

Live Webinar

Change Leadership Essentials: A Manager’s Toolkit to Lead Through Turbulence, Tech, and Transformation!

In today’s workplace environment, change isn’t an occasional event—it’s a constant force driven by digital transformation, new technologies, restructuring, shifting customer expectations, and rapid market evolution. However, the success of your change initiati ...

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

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

ChatGPT for Excel

This course is designed to teach learners how to use CHATGPT for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel. Throughout the course, learners will explore the features and capabilities of CHATGPT for Excel ...

Live Webinar

Advanced Commercial Loan Underwriting Certification

The 3-part series will explain how a banker evaluates a borrower’s cash flow, collateral, and guarantees to determine a borrower’s ability to repay a loan. A case study links together the 3 parts.

Live Webinar

Form 1099 Due Diligence

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

Mastering I9 Compliance-New 2026 Requirements and How to Avoid Fines

Join us for this timely and informative webinar designed to help employers, HR professionals, and compliance officers navigate the latest updates to Form I-9 and federal verification requirements. With increased enforcement, higher penalties, and evolving docu ...

  • Basic & Intermediate
  • 60 Mins
  • Rose Avila
  • Mar 26, 2026
Live Webinar

Chat GPT for Accountants

ChatGPT has been created with one main objective - to predict the next word in a sentence, based on what's typically happened in the gigabytes of text data that it's been trained on. Once you give ChatGPT a question or prompt, it passes through the AI model a ...

Live Webinar

ChatGPT for Excel

In today’s fast-paced and data-driven world, efficiency, accuracy, and innovation are more critical than ever. This session will introduce you to the seamless integration of ChatGPT with Excel, showing how AI can dramatically boost your spreadsheet capabilitie ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Mar 26, 2026