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410 results of "Banking & Insurance x" and "Fraud Analytics x"
Live Webinar

Claude for CPAs and Finance Professionals

CPAs spend too much time on repetitive work. In this practical session, Ray shows how Claude, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made eas ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Sep 30, 2026
Live Webinar

Harnessing Claude AI for Modern Project Management

Modern project managers face a persistent challenge: too much time spent on administrative work, and not enough on strategic leadership. Research shows that tasks like status reporting, scheduling, and documentation can consume more than half of a project mana ...

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

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

Mastering Human Resource Management (HRM) in 2026 Using Claude AI

Human Resource Management is changing quickly as organizations face new workforce expectations, heightened compliance demands, growing pressure to improve employee experience, and the rapid emergence of practical AI tools. This timely 2-hour virtual seminar sh ...

Live Webinar

ChatGPT and Project Management: Leveraging AI for Project Management Excellence

Are you a project manager looking to elevate your efficiency, accuracy, and project outcomes to new heights? Welcome to a cutting-edge webinar that explores the transformative power of ChatGPT and Artificial Intelligence (AI) in the realm of project management ...

Live Webinar

Behavioural Interviews-500% More Effective Than Traditional Methods

Regardless of skill, hiring a person who is a bad fit is the wrong decision. In fact, traditional interviewing predicts future success by only 10%. With a bad fit, the employee is never going to reach optimum performance, or be fully engaged, and they are like ...

Live Webinar

S-Corp Reasonable Compensation: How to Determine the Right Salary & Avoid IRS Issues

Ensuring that an S corporation pays reasonable compensation to a shareholder-employee in exchange for services provided by the shareholder-employee is important in protecting both from assessments of tax, penalties, and interest. S corporation shareholders mus ...

Live Webinar

ChatGPT: A Comprehensive Beginner's Guide

Artificial intelligence isn’t the future—it’s here now, transforming every field from healthcare to marketing. At the heart of this shift is ChatGPT, a powerful tool helping professionals write, research, and solve problems faster than ever. Understanding how ...

Live Webinar

ChatGPT for CPAs and Finance Professionals

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 ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Oct 09, 2026