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

Using the ChatGPT Add-in for Excel: Practical AI Workflows for Analysis and Reporting

Generative AI tools are rapidly becoming part of the modern data workflow, but many professionals are still unsure how these tools fit into the day-to-day work they already perform in Excel. The ChatGPT add-in for Excel provides a practical bridge between spre ...

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
  • Aug 31, 2026
Live Webinar

Form 1099-MISC and 1099-NEC Compliance

This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC with a focus on the details and proper preparation of the forms. It will cover updates to the Forms for 2026 and electronic filing requirements and methods including the IRIS ( ...

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 And HR: Uses And Warnings

In the evolving landscape of artificial intelligence, ChatGPT is transforming the way businesses operate, particularly in the realm of Human Resources (HR). This 90-minute webinar offers a comprehensive exploration of the potential uses of ChatGPT in the workp ...

Live Webinar

Expense Reimbursements 2026 - Proper Recordkeeping and Accounting for OBBB and Payroll Compliance

Employee expense reimbursements that aren’t handled accurately can wind up being disallowed as expenses, or even considered as compensation by the IRS. If this happens, your company is on the hook for paying the associated payroll taxes – costing you more mone ...

Live Webinar

Project Management Essentials: Leading Short-Term Projects Successfully

Are you often tasked with managing short-term projects but don’t have formal training in project management? Tailored for professionals like managers, administrators, and operations specialists, this 50-minute session provides a straightforward approach to man ...

Live Webinar

Fair Debt Collection Practices Act 2026

The Fair Debt Collection Practices Act (FDCPA), approved on September 20, 1977 is a consumer protection amendment, establishing legal protection from abusive debt collection practices, to the Consumer Credit Protection Act, as Title VIII of that Act. It’s is a ...

Live Webinar

Excel - Essentials for the Absolute Beginner

This training is aimed at users who have very limited knowledge of Excel. If you know what a spreadsheet is, and can navigate around and enter and edit data but want to learn more, this training is for you! It will give you a solid foundation and will equip y ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Sep 11, 2026
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
  • Sep 14, 2026

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