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405 results of "Banking & Insurance x" and "BSA/AML Compliance x"
Live Webinar

Using Claude with Excel: Practical AI Workflows for Analysts

Generative AI is increasingly becoming part of the modern analytical toolkit, but many professionals are still exploring how these tools fit into everyday Excel workflows. Claude offers a growing ecosystem of capabilities designed to assist with analytical wor ...

Live Webinar

Effective Communication: Ensuring Clarity, Accountability and Efficiency

In today’s fast-paced work environment, effective communication is the key to success. Miscommunication leads to inefficiencies, confusion, and lack of accountability—impacting productivity and team dynamics. This session is designed to equip professionals wit ...

Live Webinar

The Art of Influence: Persuasion Strategies That Move People to Action

Use Persuasive Techniques to Lift Yourself and Others Up This webinar training, which is designed for people of all skill sets and levels, will give you helpful tools that you can use to effectively influence others in a variety of settings. These skills are ...

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
  • Sep 14, 2026
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
  • Sep 15, 2026
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

New Form 1099 Reporting Requirements: 2026 Compliance Update

1099s report payments made to non-employee service providers, as well as payments to suppliers and other entities you do business with. Think of your own organization: Can you name all the types of service providers you use? Do you know which payments are repo ...

Live Webinar

Mastering Your Presentation Skills

A powerful presentation can inspire, inform, and influence, and the Mastering Your Presentation Skills session is designed to help you do just that. This interactive and engaging session provides participants with the tools and techniques needed to deliver imp ...

Live Webinar

How to Use Claude AI with Microsoft Word & PowerPoint: A Practical Guide

Writing reports, creating presentations, summarising information, and producing professional documents are responsibilities shared by employees across almost every industry. Whether preparing internal papers, client proposals, training materials, or executive ...

Live Webinar

Latest Updates on the One Big Beautiful Bill Act of 2026

Legislation continues to evolve in response to changing economic, political, and regulatory priorities, making it increasingly important for organisations to remain informed about significant legal developments. Understanding new legislation is often the first ...

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Validity : 06th Sep'26 to 16th Sep'26