This session shows how an AI agent can accelerate the mechanical stages of tax preparation and provision work. We follow a realistic engagement where the agent gathers source documents, categorizes transactions, calculates the provision, and drafts supporting ...
This session focuses on leveraging Claude, an advanced AI tool, to transform the way professionals work with Microsoft Excel. As organizations increasingly adopt AI-driven tools, understanding how to integrate these technologies into everyday workflows has bec ...
This session shows how an AI agent can take the monthly reporting grind off your analysts' plates. We follow the familiar task of building a management pack: pulling actuals, comparing them to budget, and explaining what moved and why. You will see the agent a ...
Administrative professionals sit at the center of an organization's daily operations, and even small inefficiencies in scheduling, correspondence, or documentation can ripple outward into missed deadlines and dropped details. This session offers a structured, ...
Paying your employees final paycheck is more confusing than it seems. Although Federal law has broad regulations you have to comply with, States have the most rules, and they differ widely. Failure to accurately and completely pay what your worker is due can b ...
AI isn’t just a buzzword - it’s a game-changer for Excel users. In this hands-on session, you’ll discover how to combine the power of Excel with ChatGPT to boost your productivity, simplify complex tasks, and unlock new levels of efficiency. Whether you’re stu ...
There’s a proven formula - used by the world’s most effective leaders - to build workplace cultures that dominate. These orgs outperform competitors by 147% in earnings, grow 90% faster, and retain their best people because committed employees are 87% less lik ...
Managing conflicts efficiently is a skill everyone must have. Each of us has a preferred style for resolving conflicts influenced by our personality and experiences dealing with situations in the past. However not all conflicts situations are the same. If you ...
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 ...
This session shows how an AI agent can take the drudgery out of expense review while making it more consistent. We start with the everyday reality: a queue of expense reports, each needing a check against policy that reviewers do not always have time to do wel ...
