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400 results of "Banking & Insurance x" and "SOX Compliance and Internal Controls x"
Live Webinar

Building Custom AI Agents and Workflows for Excel

AI-powered tools are rapidly becoming part of the modern Excel ecosystem, but many professionals are still exploring how these technologies can be integrated into real reporting and analytical workflows. Microsoft 365 Copilot, Power Automate, and emerging AI a ...

Live Webinar

How to Use Claude AI for Budgeting and Financial Planning: A Step-by-Step Guide

This practical webinar explains how Claude AI can be used to support budgeting and financial planning workflows. It focuses on realistic, beginner-friendly applications such as drafting budget commentary, summarizing historical trends, preparing forecast expla ...

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
  • Oct 09, 2026
Live Webinar

From Boss to Coach: How to Lead, Empower and Retain the Modern Workforce

The coach model taught in this webinar helps unlock discretionary effort—the willingness of employees to contribute beyond minimum expectations because they feel valued, trusted, supported, and connected to the success of the organization. Rather than relying ...

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

Speak to Succeed: Communication Strategies for Work and Life

Communication is the Master Skill To Success! Communication is the Master Skill To Success, yet virtually no one has been trained in this area – Amazing!  Communication is literally what we do ALL day long … And people have very little skill in this area … Bu ...

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
  • Oct 13, 2026
Live Webinar

ChatGPT for HR Professionals

Artificial intelligence is rapidly changing the way HR professionals recruit, communicate, develop talent, manage performance, and support employees. The question is no longer whether HR will use AI—it is how to use it effectively, responsibly, and strategical ...

Live Webinar

How to Lead and Manage a Narcissistic Employee

Leading and managing a narcissistic employee can be an intimidating and challenging task for any manager. Narcissism is characterized by grandiosity, an excessive need for admiration, and a lack of empathy. Narcissistic employees can be difficult to work with ...

Live Webinar

Eliminate Harmful And Unproductive Drama In The Workplace

Workplace drama sucks the productivity of teams and organizations. It also creates an inhospitable environment where healthy people don't want to work ... so they leave. Good, productive people leave the organization. In fact, the best people, the highest perf ...