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

Useful Excel Tips for Real Estate Agents and Appraisers

Today nearly all databases are computerized. It is imperative that appraisers easily be able to retrieve, list, and analyze large quantities of data. Data is often imported into Microsoft Excel from the MLS and other data sources. During this webinar, particip ...

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

Chat GPT and AI Tools for CPAs and Finance Professionals

This course introduces accounting and finance professionals to the transformative power of Artificial Intelligence (AI) in their field. Spanning About 2 hours, it explores how AI revolutionizes accounting and finance tasks, enhancing speed, accuracy, and effic ...

Live Webinar

Copilot for Excel

The webinar is designed to introduce participants to the transformative capabilities of Copilot, a powerful AI tool integrated within Excel. The session will cover the essentials of preparing and formatting data specifically for Copilot use, ensuring that use ...

Live Webinar

The ChatGPT for Accountants Practical

Accessibility of Information: ChatGPT provides users with easy access to a vast amount of information, explanations, and summaries, making it a powerful tool for learning and research. Educational Support: It can serve as a tutoring aid for students by offeri ...

Live Webinar

Performance Improvement Plans - What Makes an Effective PIP

The question I get a lot is, “when should a supervisor issue a PIP”? First, performance improvement plans are not to be ‘issued’ like you would a speeding ticket. PIP’s should be designed as helpful tools to assist employees on their path to performance improv ...

Live Webinar

Workplace Violence/Active Shooter Avoidance Training – What Does OSHA Require?

What the OSHA requirements are for Workplace Violence Prevention and Active Shooter Avoidance Training.  How to successfully prepare in advance for an Active Shooter Scenario and put in place a Proactive Workplace Violence Prevention Program. Having an effect ...

  • Basic & Intermediate
  • 60 Mins
  • Joe Keenan
  • Jul 08, 2025
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

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 ...

Live Webinar

Mastering Excel Pivot Tables & Pivot Charts: Number Crunching Made Easy

In this webinar, you will learn how to make all of your raw data and quickly turn that data into easy to use flexible summary reports using Pivot Tables and Charts. We will start with the basics and built up to more complex pivot tables. Many people struggle w ...

  • Basic & Intermediate
  • 60 Mins
  • Tom Fragale
  • Jul 10, 2025

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Validity : 27th Jun'25 to 07th Jul'25