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162 results of "Banking & Insurance x" and "Insurance x"
Live Webinar

Excel Functions

Learning Excel's built-in functions offers significant benefits, enabling users to work more efficiently and make data-driven decisions with confidence. By mastering functions like VLOOKUP, IF, and SUMIF, users can automate repetitive tasks, reduce errors, and ...

  • Basic & Intermediate
  • 90 Mins
  • Bob Umlas
  • Dec 15, 2025
Live Webinar

Chat GPT and AI Tools for CPAs and Finance Professionals

This webinar will show you live examples on multiple AI tools, and 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 ...

Live Webinar

MASTERING EXCEL TABLES: SUPERCHARGE YOUR DATABASE SKILLS

This class will guide you through the process of setting up, managing, and analyzing data within Excel, turning you into a more efficient and organized user. You’ll start by learning how to set up a usable database, followed by sorting data and filtering data ...

Live Webinar

Ethics in HR

HR professionals are charged with being both an agent of the company and the primary advocate for the employees. This can be a daunting conflict for HR, especially when issues surrounding ethics come into play. During this session, we will examine the role eth ...

Live Webinar

2025 Immigration Reforms: What Employers Should Know and How to Get Ready

U.S. immigration policies keep shifting, and it’s up to employers to stay ahead of the game. A second Trump administration could bring further changes that will directly affect hiring foreign talent. This session will give you insight into what might happen ne ...

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

Your Smartest Assistant: AI Hacks for Time Mastery

Time management isn’t just about squeezing more into your day—it’s about mastering your habits and leveraging technology to work smarter, not harder. While everyone has the same 24 hours, the real advantage comes from using AI-powered tools and strategies to o ...

Live Webinar

Form 1099 Updates

This webinar will cover the latest updates for Form 1099-MISC, specific  reporting requirements for various types of payments and payees, filing  requirements, withholding requirements, and reporting guidelines. It will  cover important changes to the filing d ...

Live Webinar

How to use ChatGPT in HR

ChatGPT is a language model that uses artificial intelligence to have human-like conversations and pull information together. It has a lot of issues, including bias, but can be a huge benefit to your HR department. This webinar will focus on what you need to ...

Live Webinar

ChatGPT For CPAs And Finance Professionals

Unlock the potential of AI in finance with our transformative webinar, "ChatGPT for CPAs and Finance Professionals". In this 90-minute session, delve into how ChatGPT can be your partner in navigating complex financial landscapes, from automating routine accou ...