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614 results of "Banking & Insurance x" and "Banks & Credit Unions x"
Live Webinar

Contractor versus Employee

This webinar will cover what the IRS looks at when auditing whether a worker is an employee or a contractor. We will cover the current “3-factor” standard the IRS uses, as well as the older “20-factor” standards. We will also discuss the relief options availab ...

Live Webinar

Copilot & Excel: Smarter Workflows for Modern Professionals

AI is changing the way we work—and Excel is no exception. In this interactive webinar, Ray will demystify Microsoft Copilot, explain why it doesn’t work in standalone Excel, and show you the difference between free and paid versions. You’ll get a guided tour o ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • May 21, 2026
Live Webinar

ChatGPT For CPAs And Finance Professionals

Unlock the potential of AI in finance with our transformative webinar, "ChatGPT for CPAs and Finance Professionals". In this 90-minute session, delve into how ChatGPT can be your partner in navigating complex financial landscapes, from automating routine accou ...

Live Webinar

AI For Accounting Professionals

AI for Accounting Professionals is a must-attend session for CPAs looking to stay ahead in an industry increasingly shaped by artificial intelligence. This session explores how AI is revolutionizing accounting, from automating repetitive tasks like data entry ...

Live Webinar

Pivot Tables

A pivot table in Excel is a powerful data summarization tool used to analyze, explore, and present large datasets in a flexible and interactive manner. It allows users to transform raw data into meaningful insights by organizing and aggregating data from a det ...

  • Basic & Intermediate
  • 60 Mins
  • Bob Umlas
  • May 21, 2026
Live Webinar

How Claude AI Can Benefit HR in Enhancing Recruitment, Retention, and Employee Engagement

In today’s rapidly evolving workplace, artificial intelligence is no longer just a concept for IT teams or data scientists. AI is becoming a practical tool that HR leaders and managers can use every day to improve decision-making, streamline processes, and enh ...

Live Webinar

Excel Tips & Tricks - Part I

There are many shortcuts to do the work you do. This course shows many tips & tricks which many experts aren’t aware of and which save you lots of time. One of my favourite comments which came from this course was, “This Isn’t Excel, it’s Magic!” It also becam ...

  • Basic & Intermediate
  • 90 Mins
  • Bob Umlas
  • May 26, 2026
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

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: From Beginner to Next Steps

Since its launch in late 2022, ChatGPT has grown to over 200 million weekly active users and billions of monthly visits. While most people stop at the basics like asking simple questions, this webinar takes you into the next steps including basic prompting ins ...

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Validity : 16th May'26 to 26th May'26