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95 results of "Banking & Insurance x" and "Banks & Credit Unions x"
Live Webinar

Fundamentals of Construction Lending and Real Estate Credit Administration

This webinar addresses how to mitigate the higher risk, and it offers advice and guidance in how to extend construction loans safely and profitably with appropriate analysis and underwriting and structuring—LTV, LTC, minimum equity, bonding, etc. Once the con ...

Live Webinar

The FMLA - An Employer’s Guide To Compliance and Employee abuse

The Family and Medical Leave Act (FMLA) is a labor law requiring employers of a certain size to provide employees with unpaid time off for serious family health issues or situations. Qualified reasons may include adoption, pregnancy, foster care placement, fam ...

Live Webinar

IRS Form 1099, 1099-NEC, and 1099-MISC: New Rules and Reporting Requirements for 2025

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 2025 and electronic filing requirements and methods including the IRIS ( ...

Live Webinar

Contractor versus Employee

This webinar will cover what the IRS looks at when auditing whether a worker is an employee or a contractor. We will cover the current “3-factor” standard the IRS uses, as well as the older “20-factor” standards. We will also discuss the relief options availab ...

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

Intro to Copilot in Excel

The webinar is designed to introduce participants to the transformative capabilities of Copilot, a powerful AI tool integrated within Excel. The session will cover the essentials of preparing and formatting data specifically for Copilot use, ensuring that use ...

Live Webinar

Advanced Commercial Loan Underwriting Certification

The 3-part series will explain how a banker evaluates a borrower’s cash flow, collateral, and guarantees to determine a borrower’s ability to repay a loan. A case study links together the 3 parts.

Live Webinar

Microsoft Excel: Slice, Dice & Summarise: Getting started with Pivot tables

PivotTables are one of Excel’s most powerful tools for data analysis. This webinar introduces the core concepts and practical steps to start using PivotTables effectively, even if you’re new to data manipulation. It will cover details on what pivot tables are ...

  • Basic & Intermediate
  • 60 Mins
  • Lara Mellor
  • Nov 25, 2025
Live Webinar

Excel for Financial Analysis: Beyond Basic Formulas

Financial professionals know that data is only as valuable as your ability to analyze it. In this dynamic webinar, Excel expert Ray will guide you through 8 essential functions that separate basic spreadsheet users from true financial modeling experts. Whether ...

  • Basic & Intermediate
  • 60 Mins
  • Ray Evans
  • Nov 25, 2025
Live Webinar

ChatGPT for Excel

This webinar will introduce you to the incredible potential of using ChatGPT to enhance your Excel tasks, focusing on practical strategies to make the most of generative AI in your daily work. We’ll start by exploring how to properly set up and structure your ...

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Validity : 18th Nov'25 to 28th Nov'25