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

Form 1099 Due Diligence

This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, and reporting guidelines. It will cover important changes to the filing due ...

Live Webinar

Cash Flow 101: From Profits to Liquidity You Can Spend

Profitability alone doesn’t guarantee financial health. Countless businesses have shown strong earnings only to collapse because they couldn’t generate enough cash to keep operating. This gap between profits and liquidity is where financial trouble begins—and ...

Live Webinar

Conquer Toxic People - Learn To Protect Yourself And Get Your Sanity Back

"When someone shows you who they are, believe them the first time" Maya Angelou Toxicity in the workplace acts like an infectious disease - it spreads and infiltrates teams and relationships, Without the understanding, skills and tools applied intentionally, ...

Live Webinar

ChatGPT For CPAs And Finance Professionals

Unlock the potential of AI in finance with our transformative webinar, "ChatGPT for CPAs and Finance Professionals". In this 90-minute session, delve into how ChatGPT can be your partner in navigating complex financial landscapes, from automating routine accou ...

Live Webinar

HR 101

Are you new to HR? Have the HR duties of your organization fallen into your lap? Not sure where to start? This session is for you! For those who are new to Human Resources, those who have unexpectedly found themselves working in HR, those who are departments o ...

Live Webinar

Board-Friendly Risk and Controls Oversight

The corporate board of directors is a group of well-meaning, part time amateurs, trying to monitor, control and assure the work of the full-time professional managers who actually run the corporation. That means at best, your board will be several steps behind ...

Live Webinar

Transform Data into Insights: A Beginner's Guide to Excel PivotTables

The ability to analyze data is a powerful skill that helps make better decisions. Microsoft Excel is one of the top tools for data analysis and PivotTables are arguably the most popular analytic tool. The power of Excel PivotTables and their ability to summari ...

Live Webinar

Excel Lookup Lab: Mastering VLOOKUP, MATCH & INDEX

Lookup formulas are far superior to manually searching for specific data elements in a spreadsheet. VLOOKUP, HLOOKUP, INDEX and MATCH are some of the most well-known (and most useful) functions in Excel which are used to to return data from other locations in ...

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 ...