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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 ...
Managing other people is never easy, but some employees make it particularly difficult. When an employee's toxic behavior is not addressed properly, other team members become resentful, they lose respect for you as a leader, and they may develop their own toxi ...
This interactive webinar explains how to configure and validate GxP-compliant spreadsheet applications to avoid FDA 483s. Follow the step-by-step instructions as we configure Excel for audit trails, security features, and data entry verification. Understand ho ...
On July 4th 2025 President Trump signed in the One Big Beautiful Bill Act into law. This legislation is sweeping legislation that impacts all aspects of the United States. However, there are major impacts coming to employers and payroll departments across th ...
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 ...
“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 ...
A pivot table in Excel is a powerful data summarization tool used to analyze, explore, and present large datasets in a flexible and interactive manner. It allows users to transform raw data into meaningful insights by organizing and aggregating data from a det ...
Payroll operations are a day to day process. From the time you decide to hire workers - from the first day of employment to the last - reporting information concerning their HR and payroll is essential to your business. Most businesses use payroll software and ...
The ability to handle crucial and difficult conversations effectively, where one is required to be mindful of one’s thoughts, emotions, impulses, words, voice, and facial expressions is crucial for Managers and Leaders. The lack of attention to one’s communica ...
Project managers spend much of their time bringing together people, information, and decisions. Whether planning a new project, managing stakeholder expectations, preparing reports, documenting meetings, or responding to changing risks, success often depends o ...