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495 results of "Banking & Insurance x" and "Risk Management x"
Live Webinar

Copilot for Excel – Work Smarter with AI

Microsoft Copilot is an AI tool built inside Excel that helps users work faster and smarter. It understands simple instructions and helps with data analysis, formula creation, summaries, and visual reports. In this webinar, we will understand how Copilot work ...

  • Basic & Intermediate
  • 60 Mins
  • Ritu Arora
  • Oct 13, 2026
Live Webinar

Eliminate Harmful And Unproductive Drama In The Workplace

Workplace drama sucks the productivity of teams and organizations. It also creates an inhospitable environment where healthy people don't want to work ... so they leave. Good, productive people leave the organization. In fact, the best people, the highest perf ...

Live Webinar

Claude AI for Administrative Professionals

The role of administrative professionals continues to evolve as organizations seek greater efficiency and productivity. Claude AI offers a powerful solution for streamlining administrative tasks and helping professionals focus on higher-value activities that s ...

Live Webinar

Claude AI For CPAs & Finance Professionals: Best Practices & Strategies

“Claude For CPAs: Best Practices & Strategies” is designed to help accounting and finance professionals understand how generative artificial intelligence can be responsibly integrated into modern accounting workflows. As AI adoption accelerates across tax, aud ...

Live Webinar

Agentic AI for Tax Preparation and Provision Support

This session shows how an AI agent can accelerate the mechanical stages of tax preparation and provision work. We follow a realistic engagement where the agent gathers source documents, categorizes transactions, calculates the provision, and drafts supporting ...

Live Webinar

Taking Control of Your Personal Credit

Your credit score influences far more than your ability to get a loan. It affects the interest rate you pay, your ability to rent an apartment, your auto insurance premiums, your job prospects, and even eligibility for certain security clearances. Despite its ...

  • Basic & Intermediate
  • 60 Mins
  • Tim Sanders
  • Oct 15, 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

Agentic AI for Financial Reporting and Variance Analysis

This session shows how an AI agent can take the monthly reporting grind off your analysts' plates. We follow the familiar task of building a management pack: pulling actuals, comparing them to budget, and explaining what moved and why. You will see the agent a ...

Live Webinar

Termination pay - A summary of State and Federal guidelines for calculation and compliance

Paying your employees final paycheck is more confusing than it seems. Although Federal law has broad regulations you have to comply with, States have the most rules, and they differ widely. Failure to accurately and completely pay what your worker is due can b ...

Live Webinar

Excel + AI: The Smart User’s Guide to Faster, Easier Work with ChatGPT

AI isn’t just a buzzword - it’s a game-changer for Excel users. In this hands-on session, you’ll discover how to combine the power of Excel with ChatGPT to boost your productivity, simplify complex tasks, and unlock new levels of efficiency. Whether you’re stu ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Oct 21, 2026

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