Search Trainings

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

Claude AI for Excel

This course is designed to teach learners how to use CLAUDE 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 CLAUDE for Excel, ...

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 Fundamentals for All Leaders and Managers: How to Work Smarter, Decide Faster, and Lead Better!

Artificial Intelligence is rapidly transforming how work gets done in organizations—but many leaders and managers are still unsure how to utilize AI in practical, meaningful ways. “AI Fundamentals: How to Work Smarter, Decide Faster, Lead Better!” is an engagi ...

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
  • Sep 24, 2026
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

How Accountants Can Use Chat GPT Effectively

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

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
  • Sep 25, 2026
Live Webinar

Claude AI for Excel: Work Faster, Smarter & Easier

This session focuses on leveraging Claude, an advanced AI tool, to transform the way professionals work with Microsoft Excel. As organizations increasingly adopt AI-driven tools, understanding how to integrate these technologies into everyday workflows has bec ...

Live Webinar

ChatGPT for Excel

This webinar will introduce you to the incredible potential of using ChatGPT to enhance your Excel tasks, focusing on practical strategies to make the most of generative AI in your daily work. We’ll start by exploring how to properly set up and structure your ...

Live Webinar

Understanding Accounting for Non - Accounting Professionals

This webinar will equip attendees with the basic understanding necessary to understand the organization’s accounting and reporting structure.