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126 results of "Banking & Insurance x" and "Banks & Credit Unions 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

Become the AI-Savvy Professional Everyone Wants on Their Team

The future of work is here, and it’s intelligent. In this high-impact session, you’ll explore how AI can be your strategic partner, helping you work smarter, communicate better, and move forward faster.  From writing emails and summarizing meetings to levelin ...

Live Webinar

ChatGPT for Excel

Excel is incredibly powerful, but its complexity can be daunting. ChatGPT serves as your personal AI assistant, helping you navigate formulas, analyze data, and streamline tasks—even if you’re not an Excel expert. You’ll learn practical techniques that show h ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Dec 09, 2025
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

AI For Accounting Professionals

AI for Accounting Professionals is a must-attend session for CPAs looking to stay ahead in an industry increasingly shaped by artificial intelligence. This session explores how AI is revolutionizing accounting, from automating repetitive tasks like data entry ...

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

Form 1099- Reporting Requirements (Including Changes from the Big Beautiful Bill)

In this timely, relevant, and actionable session, Jason Dinesen—known nationwide as “The 1099 Guy”—guides attendees through the practical realities of Form 1099 compliance. This session goes beyond the basics and dives deep into due diligence, backup withholdi ...

Live Webinar

ChatGPT Made Simple: A Beginner’s Hands-On Introduction

ChatGPT is not just another tech tool—it’s a time-saving, creativity-boosting, task-simplifying digital assistant you didn’t know you needed. This webinar, “ChatGPT Made Simple,” is your easy on-ramp to understanding and using AI in real life. Whether you’re a ...

Live Webinar

Multi-State Tax Issues for Payroll 2025

It has become critical for employers to understanding how to calculate tax for employees in 2 or more states. Plus what state laws for payroll need to be followed when employing employees in more than one state. This webinar will give the participant a bette ...