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Live Webinar

Claude AI for Administrative Professionals

The role of administrative professionals continues to evolve as organizations seek greater efficiency and productivity. Claude AI offers a powerful solution for streamlining administrative tasks and helping professionals focus on higher-value activities that s ...

Live Webinar

AI For Accounting Professionals

AI for Accounting Professionals is a must-attend session for CPAs looking to stay ahead in an industry increasingly shaped by artificial intelligence. This session explores how AI is revolutionizing accounting, from automating repetitive tasks like data entry ...

Live Webinar

Performance Improvement Plans - 7 Steps to make 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 impr ...

Live Webinar

Form 1099- Reporting Requirements (Including Changes from the Big Beautiful Bill)

In this timely, relevant, and actionable session, Jason Dinesen—known nationwide as “The 1099 Guy”—guides attendees through the practical realities of Form 1099 compliance. This session goes beyond the basics and dives deep into due diligence, backup withholdi ...

Live Webinar

Build Your AI CEO Assistant

This 1 hour webinar is designed to help leaders create an AI assistant framework that supports executive level work. The session focuses on turning AI into a useful strategic support system for planning, communication, prioritization, and decision preparation. ...

Live Webinar

Using the ChatGPT Add-in for Excel: Practical AI Workflows for Analysis and Reporting

Generative AI tools are rapidly becoming part of the modern data workflow, but many professionals are still unsure how these tools fit into the day-to-day work they already perform in Excel. The ChatGPT add-in for Excel provides a practical bridge between spre ...

Live Webinar

Mastering the Leap to Management: Skills for New Team Leaders, Supervisors and Managers

In most organizations, if you are the best at your craft, it's likely you'll be selected to be the next supervisor or manager. The irony is that you now spend less time doing what you are really good at and more time doing things you have little or no trainin ...

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

Construction Lending and Real Credit Administration: Evaluating, Underwriting, and Monitoring Construction Loans

Most bankers acknowledge that construction lending is riskier than other types of commercial lending

Live Webinar

Pivot Tables

A pivot table in Excel is a powerful data summarization tool used to analyze, explore, and present large datasets in a flexible and interactive manner. It allows users to transform raw data into meaningful insights by organizing and aggregating data from a det ...

  • Basic & Intermediate
  • 60 Mins
  • Bob Umlas
  • Jul 31, 2026

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Validity : 25th Jul'26 to 04th Aug'26