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789 results of "Banking & Insurance x" and "Risk Management x"
Live Webinar

Use of AI and GPT for Finance Professionals

This course is designed to provide CPAs and finance professionals with the knowledge and skills to effectively leverage ChatGPT in their day-to-day work. Participants will learn how to utilize ChatGPT to enhance financial analysis, automate tasks, provide pers ...

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

ChatGPT & Excel: Data Analysis and Reporting

In our webinar, we'll explore how ChatGPT can transform your Excel experience, enhancing data analysis, and revolutionizing reporting. You'll learn practical ways to integrate ChatGPT with Excel, making your data work smarter, not harder. This session is ideal ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Apr 22, 2025
Live Webinar

ChatGPT for Excel

Excel is a powerful tool, but mastering it can be challenging. ChatGPT can act as your AI assistant, guiding you through complex formulas, data analysis, and automation without extensive technical knowledge.

  • Basic & Intermediate
  • 90 Mins
  • Ritu Arora
  • Apr 22, 2025
Live Webinar

Verbal Respect:  10 1/2 Strategies to Communicate Effectively

Effective communication is essential for administrative professionals to create a respectful, productive work environment. Key strategies include resolving conflicts in a designated space, keeping others updated with status reports, and using humor to ease ten ...

Live Webinar

Estate Tax Reporting: Forms 1041 and 706

Preparing returns for estates can be difficult, especially if you do not prepare these kinds of returns often, but these services are vital for our clients. This course provides the practitioner with a practical understanding of Federal estate law. We will exa ...

Live Webinar

Nailing Impromptu Speeches: The Secret to Speaking Easily and Brilliantly on the Spot

An impromptu speech is common.  In business, at school, or at social and other public events, you are often unexpectedly called on to “make a few marks” or brief remarks about a specific topic.  The ability to speak well on short notice is a useful skill. Imp ...

Live Webinar

Powerful Speaking Skills: Make Sure You Project Calm, Confidence, Competence and Command

What are powerful speaking skills? It’s not how loud you are or how much information, slides or charts you present. Rather it’s how quickly you can engage the audience; keep their interest throughout your presentation; and most importantly, be able to communic ...

Live Webinar

Termination pay - A summary of State and Federal guidelines for calculation and compliance

Paying your employees final paycheck is more confusing than it seems. Although Federal law has broad regulations you have to comply with, States have the most rules, and they differ widely. Failure to accurately and completely pay what your worker is due can b ...

Live Webinar

Effectively and Defensibly Addressing Employee Problems

You’ve heard the statement, “If it’s not written down, it didn’t happen.” But just having documentation itself is not sufficient to protect you against liability. To effectively and defensibly address employee problems, you must be sure that you: Use the pr ...

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Validity : 15th Apr'25 to 25th Apr'25