Search Trainings

125 results of "Banking & Insurance x" and "Insurance x"
Live Webinar

UCA Cash Flow Analysis

UCA Cash Flow Analysis and application of the analysis to better understand borrower’s cash flow: An Illustration on how Cash Flow Analysis is used to transition an Accrual Basis Financial Statement into a Statement of Cash Flow (or Cash Basis Statement) be ...

Live Webinar

Forecasting in Excel: Scenario Planning with What If and Solver

Planning for the future is never straightforward. Small changes in assumptions—sales growth, costs, or market conditions—can significantly impact budgets and financial performance. Without scenario analysis, managers may be caught off guard by unexpected resul ...

Live Webinar

Mastering the Art of Supervision: Essential Skills for New Supervisors and Managers

Stepping into a supervisory or managerial role for the first time can be daunting. The 'Essential Skills for New Supervisors and Managers' webinar is specifically designed to provide you with the tools you need to thrive in your new role. This session covers a ...

Live Webinar

Excel - Pivot Tables - The Key To Modern Data Analysis and Reporting

Whether you need to build an Excel-based dashboard, perform some serious data analysis, or simply summarize data for a personal project, Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) toolkit. With just ...

  • Basic & Intermediate
  • 90 Mins
  • Mike Thomas
  • Dec 09, 2025
Live Webinar

ChatGPT for Excel Intermediate Masterclass

This easy-to-follow demonstration clearly explains how to effectively post ChatGPT questions on more advanced Excel topics and extract more accurate responses. Mastering ChatGPT  is a fundamental and highly marketable skill set in Excel and is vital in a wide ...

  • Intermediate
  • 90 Mins
  • Ray Evans
  • Dec 10, 2025
Live Webinar

THE NEW I9 - Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process th ...

Live Webinar

Leadership Upskilling: Don’t Just Manage; Lead With Influence and Impact For the Changing Workplace!

Leadership upskilling is essential as businesses and organizations continue to transform into a more interconnected, interdependent, global workplace that that is also experiencing ongoing change. Because of these changes, leaders can no longer lead solely by ...

Live Webinar

BLUF Writing in the Workplace: Bottom Line Up Front for Better Communication

BLUF is a military writing approach easily adaptable to the workplace. It represents Bottom Line Up Front and uses the principle of front loading to logically organize information for consumption in our fast-paced society. Writers communicate the most importan ...

Live Webinar

Chat GPT and AI Tools for CPAs and Finance Professionals

This webinar will show you live examples on multiple AI tools, and 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 ...

Live Webinar

MASTERING EXCEL TABLES: SUPERCHARGE YOUR DATABASE SKILLS

This class will guide you through the process of setting up, managing, and analyzing data within Excel, turning you into a more efficient and organized user. You’ll start by learning how to set up a usable database, followed by sorting data and filtering data ...