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  • Banking & Insurance

OBBBA and IRS Form Update

On July 4th 2025 President Trump signed in the One Big Beautiful Bill Act into law. This legislation is sweeping legislation that impacts all aspects of the United States.  However, there are major impacts coming to employers and payroll departments across the ...

Claude for HR Professionals

This course is designed to equip HR professionals with the tools and know-how to harness Claude to transform HR workflows. In this course, you’ll explore hands-on use cases—from recruitment and onboarding to employee engagement and policy development—empowerin ...

Chat GPT for Accountants

ChatGPT has been created with one main objective - to predict the next word in a sentence, based on what's typically happened in the gigabytes of text data that it's been trained on. Once you give ChatGPT a question or prompt, it passes through the AI model a ...

Claude AI for HR Professionals

You Have More HR Work Than Hours in the Day. Claude Can Help — If You Use It Right. Job descriptions to write. Resumes to screen. Performance reviews to draft. Difficult conversations to plan. Manager emails to soften before they hit "send." And then leaders ...

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 ...

The AI Systems Starter Kit

This 1 hour webinar is designed as a practical entry point for people who want to understand the core AI systems that matter most in business today. The session introduces several foundational categories, including productivity support, content creation, meeti ...

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 ...

  • Oct 30, 2026
  • 90 Mins
  • Basic & Intermediate & Advanced
  • David Sawyer

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 ...

  • Oct 30, 2026
  • 60 Mins
  • Basic & Intermediate & Advanced
  • David Sawyer