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55 results of "Banking & Insurance x" and "SOX Compliance and Internal Controls x"
Live Webinar

Due Diligence Steps for 1099 Compliance

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 due ...

Live Webinar

Form W-4: Best Practices and Compliance Requirements

The Employee Withholding Certificate, commonly known as the Form W-4, is an IRS form used by an employer to withhold the correct federal income tax from an employee’s pay.  Starting in 2020 the W-4 differed significantly from the prior versions of the form. T ...

Live Webinar

ChatGPT Unlocked: A Beginner’s Guide to AI and ChatGPT

ChatGPT Unlocked is a practical and engaging introduction to the world of artificial intelligence through the lens of one of its most powerful tools—ChatGPT. In this webinar, instructor Richard Erschik walks beginners step-by-step through what ChatGPT is, how ...

Live Webinar

AI and ChatGPT for Beginners

Artificial Intelligence is no longer the future, it’s the present, and ChatGPT is leading the way in changing how we work, communicate, and solve problems. With over 200 million active users each week, ChatGPT is revolutionizing industries and personal product ...

Live Webinar

Crash Course in Canadian Employment

This webcast is creatively designed to provide you with important employment information when carrying on business north of the border This Webinar will provide cross-border human resource and employment tips Provide essential information to give you a sol ...

  • Basic & Intermediate
  • 60 Mins
  • Stacy Glass
  • Mar 26, 2026
Live Webinar

ChatGPT for Excel

In today’s fast-paced and data-driven world, efficiency, accuracy, and innovation are more critical than ever. This session will introduce you to the seamless integration of ChatGPT with Excel, showing how AI can dramatically boost your spreadsheet capabilitie ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Mar 26, 2026
Live Webinar

Advanced Commercial Loan Underwriting Certification

The 3-part series will explain how a banker evaluates a borrower’s cash flow, collateral, and guarantees to determine a borrower’s ability to repay a loan. A case study links together the 3 parts.

Live Webinar

Form 1099 Due Diligence

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 due ...

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

Writing an Effective Credit Analysis

This webinar will expose participants to process and a detailed outline that will enable you to write an effective credit memo. The learning objectives are:  To make you a better banker To understand the importance of good written communication To improve ...