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

ChatGPT: A Comprehensive Beginner's Guide

Artificial intelligence isn’t the future—it’s here now, transforming every field from healthcare to marketing. At the heart of this shift is ChatGPT, a powerful tool helping professionals write, research, and solve problems faster than ever. Understanding how ...

Live Webinar

Agentic AI vs. Generative AI: Key differences, examples and when to use each

The easiest way to differentiate generative AI from agentic AI is to think of their primary functions. Generative AI is about producing something new, while agentic AI is about achieving something specific. One creates, and the other acts. Generative AI is la ...

Live Webinar

Effective Conflict Management

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 ...

Live Webinar

ChatGPT for Excel

This course is designed to teach learners how to use CHATGPT for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel. Throughout the course, learners will explore the features and capabilities of CHATGPT for Excel ...

Live Webinar

Form I-9 Update

As of August 1, 2023, the Form I-9 has been updated to include a remote verification option. This webinar will review the changes in detail and how the employer can deal with them. We also have additional options of going electronic with the Form I-9. This we ...

Live Webinar

One Voice, Many Platforms: Strengthening External Communication Across the Organization

This training focuses on strengthening external communication within nonprofit organizations that operate across multiple entities, programs, or departments. Participants will explore how to maintain a consistent organizational voice while communicating across ...

Live Webinar

Copilot & Excel: Smarter Workflows for Modern Professionals

AI is changing the way we work—and Excel is no exception. In this interactive webinar, Ray will demystify Microsoft Copilot, explain why it doesn’t work in standalone Excel, and show you the difference between free and paid versions. You’ll get a guided tour o ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • May 21, 2026
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 ...

Live Webinar

ChatGPT for Admins: How to Leverage AI for Everyday Tasks

Administrative professionals are the backbone of any successful organization, juggling schedules, communication, reporting, and more. ChatGPT and other AI tools can be game changers for admins looking to work smarter, not harder. In this hands-on session, you ...

Live Webinar

New Form 1099 Reporting Requirements: 2026 Compliance Update

1099s report payments made to non-employee service providers, as well as payments to suppliers and other entities you do business with. Think of your own organization: Can you name all the types of service providers you use? Do you know which payments are repo ...