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494 results of "Banking & Insurance x" and "Audit & Inspections x"
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
  • Oct 09, 2026
Live Webinar

Confident Public Speaking: Communicate with Impact, Authenticity and Presence

Public speaking is more than delivering information—it is about creating connection, communicating ideas with clarity and leaving a lasting impression. However, many capable professionals experience anxiety or a lack of confidence when speaking in front of gro ...

  • Basic & Intermediate
  • 60 Mins
  • Tim Cook
  • Oct 09, 2026
Live Webinar

From Boss to Coach: How to Lead, Empower and Retain the Modern Workforce

The coach model taught in this webinar helps unlock discretionary effort—the willingness of employees to contribute beyond minimum expectations because they feel valued, trusted, supported, and connected to the success of the organization. Rather than relying ...

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

Claude AI For Excel

Excel users often spend significant time cleaning data, preparing reports, and trying to make sense of large datasets. In this session, you will explore how Claude can support the spreadsheet workflow both inside and outside Excel. We will look at practical t ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Oct 12, 2026
Live Webinar

Copilot for Excel – Work Smarter with AI

Microsoft Copilot is an AI tool built inside Excel that helps users work faster and smarter. It understands simple instructions and helps with data analysis, formula creation, summaries, and visual reports. In this webinar, we will understand how Copilot work ...

  • Basic & Intermediate
  • 60 Mins
  • Ritu Arora
  • Oct 13, 2026
Live Webinar

Claude AI For CPAs & Finance Professionals: Best Practices & Strategies

“Claude For CPAs: Best Practices & Strategies” is designed to help accounting and finance professionals understand how generative artificial intelligence can be responsibly integrated into modern accounting workflows. As AI adoption accelerates across tax, aud ...

Live Webinar

Agentic AI for Tax Preparation and Provision Support

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 ...

Live Webinar

Dealing with Difficult People

We all have to deal with difficult people in our lives. It could be a coworker or irate boss, a family member, or that grocery store clerk who just doesn’t seem to want to have a good day. In all cases, it can be frustrating to have to deal with them and even ...

Live Webinar

Agentic AI for Financial Reporting and Variance Analysis

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 ...