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505 results of "Banking & Insurance x" and "Accounting & Taxation x"
Live Webinar

Managing "Toxic" and Other Employees Who Have Attitude Issues

Managing employee performance is a critical role for all leaders, of any group, even volunteers and family members.  Expected outcomes depend on the leader’s ability to set clear performance expectations (outcomes) and in some situations help by defining metho ...

Live Webinar

Speak to Succeed: Communication Strategies for Work and Life

Communication is the Master Skill To Success! Communication is the Master Skill To Success, yet virtually no one has been trained in this area – Amazing!  Communication is literally what we do ALL day long … And people have very little skill in this area … Bu ...

Live Webinar

Commercial Loan Documentation

This webinar will expose participants to five steps in the loan documentation process, which include. Identifying the Borrower Identifying and Documenting the Collateral Evidencing the Debt Attaching the Collateral Perfecting the Security Interest Ea ...

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

No-Panic Presentation Skills: How To Speak Confidently & Compellingly Anywhere, Anytime

Everyone from the anxious beginner to the confident professional will grow from expert advice such as:  Making the most of your first three minutes Reinforcing sticking points throughout your presentation Fine-tuning your eye contact, gestures and overall ...

Live Webinar

Trust in Leadership: What Every Manager Needs to Know

Trust is the cornerstone of effective leadership. Without it, teams struggle to perform, engagement dwindles, and morale suffers. In this impactful 60-minute session, "Trust in Leadership: Building and Maintaining Trust as a Leader," you’ll gain essential insi ...

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
  • Jul 20, 2026
Live Webinar

OBBBA and IRS Form Update

On July 4th 2025 President Trump signed in the One Big Beautiful Bill Act into law.  This legislation is sweeping legislation that impacts all aspects of the United States.  However, there are major impacts coming to employers and payroll departments across th ...

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

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
  • Jul 24, 2026

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