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

Public Speaking Skills: for Clarity and Impact

There are situations in everyone’s career and personal life in which speaking in public is required. It may be to a large crowd or to a small group of two or three. In the work world, many positions necessitate some level of public speaking. Trainers, managers ...

Live Webinar

Excel Formulas

Are you new to Excel and need to learn how to write basic formulas in the software?  Have you inherited a spreadsheet from someone else, and you need to be able to decipher all of the formula code to figure out what is going on with it, or how to modify it?  L ...

Live Webinar

Claude for Excel

Don’t let manual Excel work slow you down. In this Mastering Excel with Claude session, Ray demonstrates how to automate time-consuming tasks like subtotal nesting, pie-chart design, and cross-app linking. Learn to use Claude for automatic formatting, repeat t ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Apr 22, 2026
Live Webinar

ChatGPT for Admins: How to Leverage AI for Everyday Tasks

Administrative professionals are the backbone of any successful organization, juggling schedules, communication, reporting, and more. ChatGPT and other AI tools can be game changers for admins looking to work smarter, not harder. In this hands-on session, you ...

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

How to Manage Difficult Employees

When difficult employee behavior is not addressed properly, other employees become resentful, they lose respect for your organization’s leaders, and they start modelling the difficult employee’s behavior. Employee morale decreases and your organization’s resul ...

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

Using Claude in Excel for Productivity, Automation & Data Analysis

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

Excel is incredibly powerful, but its complexity can be daunting. ChatGPT serves as your personal AI assistant, helping you navigate formulas, analyze data, and streamline tasks—even if you’re not an Excel expert. You’ll learn practical techniques that show h ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Apr 27, 2026
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
  • Apr 27, 2026

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