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

Form W-9 Compliance to Avoid Penalties: TIN Verification, B Notices and Backup Withholding

Obtaining Form W-9 from is the first step in assuring compliance in information return reporting requirements. The Form provides information required to determine if the business needs to file an information return as well as the correct name and tax ID number ...

Live Webinar

Bootcamp for New Managers and Supervisors: Develop These Essential Leadership Skills & Be a Better Boss!

New managers, supervisors, and team leads - they’re on the front lines with your workforce, your customers, and your markets. They have tremendous potential. And some of them will become your organization’s future leaders. How well are you preparing your new ...

Live Webinar

Form I-9 Update

As of August 1, 2023, the Form I-9 has been updated to include a remote verification option. This webinar will review the changes in detail and how the employer can deal with them. We also have additional options of going electronic with the Form I-9. This we ...

Live Webinar

AI Systems for Team Communication

This 1 hour webinar is designed to help attendees build an AI supported team communication system that improves clarity and follow through. The session begins by identifying the common issues that weaken internal communication, including unclear expectations, ...

Live Webinar

Commercial Loan Documentation

This webinar will expose participants to five steps in the loan documentation process, which include. Identifying the Borrower Identifying and Documenting the Collateral Evidencing the Debt Attaching the Collateral Perfecting the Security Interest Ea ...

Live Webinar

Public Speaking at Work - How to Communicate with Confidence

If you get nervous about giving presentations or leading meetings at work, this webinar will help you speak up powerfully when it matters most. If your public speaking skills are holding you back in your career, this webinar will give you the tools you need to ...

Live Webinar

Excel: Pivot Tables Crash Course

Pivot Tables have been a mainstay of the Excel program for two decades, and yet they remain a daunting and little understood tool.   If you are a daily user of Excel, eventually you will be faced with the challenge of data summaries and analysis.   The 1st l ...

Live Webinar

Copilot for Excel – Work Smarter with AI

Microsoft Copilot is an AI tool built inside Excel that helps users work faster and smarter. It understands simple instructions and helps with data analysis, formula creation, summaries, and visual reports. In this webinar, we will understand how Copilot work ...

  • Basic & Intermediate
  • 60 Mins
  • Ritu Arora
  • Apr 30, 2026
Live Webinar

Copilot for Excel

In this webinar, participants will explore advanced capabilities that take Excel automation and data analysis to the next level. We’ll begin by examining how Copilot can be used on multiple tables, allowing users to streamline complex data manipulation and ana ...

Live Webinar

Moving From an Operational Manager to a Strategic Leader

Leaders can be trained to lead strategically by developing and following a Strategic Frame of Reference which involves: Drafting their team's current Mission - including their primary customer and the key products, services, and value they provide to that c ...

  • Basic & Intermediate
  • 60 Mins
  • Pete Tosh
  • Apr 30, 2026