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546 results of "Banking & Insurance x" and "BSA/AML Compliance x"
Live Webinar

Conquer Toxic People - Learn To Protect Yourself And Get Your Sanity Back

"When someone shows you who they are, believe them the first time" Maya Angelou Toxicity in the workplace acts like an infectious disease - it spreads and infiltrates teams and relationships, Without the understanding, skills and tools applied intentionally, ...

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

Chat GPT for Accountants

ChatGPT has been created with one main objective - to predict the next word in a sentence, based on what's typically happened in the gigabytes of text data that it's been trained on. Once you give ChatGPT a question or prompt, it passes through the AI model a ...

Live Webinar

Move From Conflict to Collaboration: How to Handle Disagreements, Difficult People Tough Situations!

A recent study on workplace conflict found that an overwhelming majority (85%) of employees, at all levels, have experienced dealing with stressful conflict. For example: being in a frustrating disagreement with a colleague; managing a conflict between co-work ...

Live Webinar

Form W-2 Basics

A major task of Payroll departments is providing W-2 Forms to employees and to the Social Security Administration. The Forms must be correct, complete, and filed on time or the employer may face stiff penalties.  This webinar will cover the fundamentals of pre ...

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

Contractor versus Employee

This webinar will cover what the IRS looks at when auditing whether a worker is an employee or a contractor. We will cover the current “3-factor” standard the IRS uses, as well as the older “20-factor” standards. We will also discuss the relief options availab ...

Live Webinar

EXCEL LOOKUP FUNCTIONS: VLOOKUP, HLOOKUP, AND XLOOKUP MADE EASY

You will begin by understanding the concept of making references absolute through naming cells, which allows you to create formulas much easier. You’ll explore the VLOOKUP and HLOOKUP functions in detail, breaking down their arguments to ensure you can use the ...

Live Webinar

Chat GPT and AI Tools for CPAs and Finance Professionals

This course 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 and finance tasks, enhancing speed, accuracy, and effic ...

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 ...

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Validity : 22nd May'26 to 01st Jun'26