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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 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

Form 1099- Reporting Requirements (Including Changes from the Big Beautiful Bill)

In this timely, relevant, and actionable session, Jason Dinesen—known nationwide as “The 1099 Guy”—guides attendees through the practical realities of Form 1099 compliance. This session goes beyond the basics and dives deep into due diligence, backup withholdi ...

Live Webinar

Variance Analysis for Busy Managers: Budget vs Actuals Made Simple

Managers are constantly asked to explain financial performance: Why did sales miss the target? Why did expenses come in higher than expected? Without the right tools, these conversations can feel overwhelming or vague. Variance analysis provides the answers, b ...

Live Webinar

Construction Lending and Real Credit Administration: Evaluating, Underwriting, and Monitoring Construction Loans

Most bankers acknowledge that construction lending is riskier than other types of commercial lending

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

Intro to Copilot in Excel

The webinar is designed to introduce participants to the transformative capabilities of Copilot, a powerful AI tool integrated within Excel. The session will cover the essentials of preparing and formatting data specifically for Copilot use, ensuring that use ...

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

Writing an Effective Credit Analysis

This webinar will expose participants to process and a detailed outline that will enable you to write an effective credit memo. The learning objectives are:  To make you a better banker To understand the importance of good written communication To improve ...

Live Webinar

Dealing With Difficult People In Life & Work

In this training you will discover the secret skills used by top therapists to deal with the most challenging of people. From annoying people at work … All the way to lock-down psychiatric patients. These skills are all extensively tested in the field and know ...