Search Trainings

525 results of "Banking & Insurance x" and "SOX Compliance and Internal Controls x"
Live Webinar

ChatGPT 101: A Comprehensive Beginner's Guide

ChatGPT 101: A Comprehensive Beginner’s Guide is a step-by-step, interactive seminar created for HR professionals who are new to AI and want to start with ChatGPT. Unlike broad AI overviews, this session focuses on hands-on application—showing you exactly how ...

Live Webinar

Advanced Commercial Loan Underwriting Certification

The 3-part series will explain how a banker evaluates a borrower’s cash flow, collateral, and guarantees to determine a borrower’s ability to repay a loan. A case study links together the 3 parts.

Live Webinar

Due Diligence Steps for 1099 Compliance

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

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

Excel: Pivot Tables Crash Course

Pivot Tables have been a mainstay of the Excel program for two decades, and yet they remain a daunting and little understood tool.   If you are a daily user of Excel, eventually you will be faced with the challenge of data summaries and analysis.   The 1st l ...

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
  • May 29, 2026
Live Webinar

Using Claude with Excel: Practical AI Workflows for Analysts

Generative AI is increasingly becoming part of the modern analytical toolkit, but many professionals are still exploring how these tools fit into everyday Excel workflows. Claude offers a growing ecosystem of capabilities designed to assist with analytical wor ...

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 ...

Live Webinar

Copilot for Excel

In this webinar, participants will explore advanced capabilities that take Excel automation and data analysis to the next level. We’ll begin by examining how Copilot can be used on multiple tables, allowing users to streamline complex data manipulation and ana ...

Live Webinar

Stop Letting that Difficult Person Ruin Your Day - Effectively Handle Toxic People for Better Productivity and Less Drama

Avoided conversations or meetings because you didn't want to risk another conflict? Lost your patience or let others push your hot buttons and regretted it later? Wished you could be more assertive and maintain your composure when dealing with emotional custom ...