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Live Webinar

Claude AI For Excel

Excel users often spend significant time cleaning data, preparing reports, and trying to make sense of large datasets. In this session, you will explore how Claude can support the spreadsheet workflow both inside and outside Excel. We will look at practical t ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Oct 12, 2026
Live Webinar

Copilot for Excel – Work Smarter with AI

Microsoft Copilot is an AI tool built inside Excel that helps users work faster and smarter. It understands simple instructions and helps with data analysis, formula creation, summaries, and visual reports. In this webinar, we will understand how Copilot work ...

  • Basic & Intermediate
  • 60 Mins
  • Ritu Arora
  • Oct 13, 2026
Live Webinar

Claude AI For CPAs & Finance Professionals: Best Practices & Strategies

“Claude For CPAs: Best Practices & Strategies” is designed to help accounting and finance professionals understand how generative artificial intelligence can be responsibly integrated into modern accounting workflows. As AI adoption accelerates across tax, aud ...

Live Webinar

Agentic AI for Tax Preparation and Provision Support

This session shows how an AI agent can accelerate the mechanical stages of tax preparation and provision work. We follow a realistic engagement where the agent gathers source documents, categorizes transactions, calculates the provision, and drafts supporting ...

Live Webinar

Dealing with Difficult People

We all have to deal with difficult people in our lives. It could be a coworker or irate boss, a family member, or that grocery store clerk who just doesn’t seem to want to have a good day. In all cases, it can be frustrating to have to deal with them and even ...

Live Webinar

Agentic AI for Financial Reporting and Variance Analysis

This session shows how an AI agent can take the monthly reporting grind off your analysts' plates. We follow the familiar task of building a management pack: pulling actuals, comparing them to budget, and explaining what moved and why. You will see the agent a ...

Live Webinar

Claude AI 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
  • Oct 20, 2026
Live Webinar

How to Audit AI-Driven Credit & Collection Processes

As financial institutions, credit reporting agencies, and debt collectors increasingly rely on artificial intelligence to drive credit decisions and consumer communications, the gap between innovation and compliance has narrowed sharply. This program examines ...

  • Intermediate & Advan
  • 75 Mins
  • Tim Sanders
  • Oct 21, 2026
Live Webinar

Claude AI for HR Professionals

Claude AI for HR Professionals is a practical, hands-on seminar designed to help HR teams leverage Claude AI in everyday HR functions. The session focuses on real-world applications such as drafting policies, improving employee communications, supporting recru ...

Live Webinar

Excel + AI: The Smart User’s Guide to Faster, Easier Work with ChatGPT

AI isn’t just a buzzword - it’s a game-changer for Excel users. In this hands-on session, you’ll discover how to combine the power of Excel with ChatGPT to boost your productivity, simplify complex tasks, and unlock new levels of efficiency. Whether you’re stu ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Oct 21, 2026