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751 results of "Banking & Insurance x" and "Accounting & Taxation x"
Live Webinar

Moving From an Operational Manager to a Strategic Leader

Leaders can be trained to lead strategically by developing and following a Strategic Frame of Reference which involves: Drafting their team's current Mission - including their primary customer and the key products, services, and value they provide to that c ...

  • Basic & Intermediate
  • 60 Mins
  • Pete Tosh
  • Jun 29, 2026
Live Webinar

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 ...

Live Webinar

Building Custom AI Agents and Workflows for Excel

AI-powered tools are rapidly becoming part of the modern Excel ecosystem, but many professionals are still exploring how these technologies can be integrated into real reporting and analytical workflows. Microsoft 365 Copilot, Power Automate, and emerging AI a ...

Live Webinar

Fair Debt Collection Practices Act 2026

The Fair Debt Collection Practices Act (FDCPA), approved on September 20, 1977 is a consumer protection amendment, establishing legal protection from abusive debt collection practices, to the Consumer Credit Protection Act, as Title VIII of that Act. It’s is a ...

Live Webinar

Public Speaking: Overcoming The Fear of Public

Public speaking is not just about talking in front of an audience; it's about delivering your message with impact and authenticity. This webinar covers essential aspects of public speaking, including understanding your audience, structuring your speech, utiliz ...

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 ...

Live Webinar

MCP Server Security: Protecting AI Infrastructure in Enterprise Environments

MCP (Model Context Protocol) is the standard that lets AI models talk to external tools and data sources. Think of it as the plumbing that connects your AI assistant to your company's actual systems - file storage, databases, APIs, internal services. It is pow ...

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

Public Speaking Skills for Workplace Success – Say it Out Loud

There are situations in everyone’s career and personal life in which speaking in public is required. It may be to a large crowd or to a small group of two or three. Not every personality feels at ease with this ‘opportunity’. Improving your public speaking ski ...

Live Webinar

ChatGPT for CPAs and Finance Professionals

CPAs spend too much time on repetitive work. In this practical session, Ray shows how ChatGPT, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made ea ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Jun 30, 2026

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