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449 results of "Banking & Insurance x" and "Audit & Inspections x"
Live Webinar

Claude AI for Excel: Work Faster, Smarter & Easier

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 ...

Live Webinar

The AI Coaching Advantage: Transforming Managers and Supervisors into High-Impact Performance Coaches!

Performance management is undergoing a major shift—from backward-looking reviews to continuous, real-time coaching. Your managers and supervisors are now expected to deliver continuous feedback to their people; improve employee engagement; develop talent faste ...

Live Webinar

Agentic AI and the Supply Chain: Securing the Agents, Tools, and Trust Chains Behind Autonomous AI Systems

As organizations move from single-model AI applications to autonomous, tool-calling agents, the nature of supply chain risk has fundamentally changed. A traditional software supply chain is largely static and resolved at build time. An agentic AI supply chain ...

Live Webinar

AI For Accounting Professionals

AI for Accounting Professionals is a must-attend session for CPAs looking to stay ahead in an industry increasingly shaped by artificial intelligence. This session explores how AI is revolutionizing accounting, from automating repetitive tasks like data entry ...

Live Webinar

Performance Improvement Plans - 7 Steps to make an effective PIP

The question I get a lot is, “when should a supervisor issue a PIP”?  First, performance improvement plans are not to be ‘issued’ like you would a speeding ticket.  PIP’s should be designed as helpful tools to assist employees on their path to performance impr ...

Live Webinar

Form 1099- Reporting Requirements (Including Changes from the Big Beautiful Bill)

In this timely, relevant, and actionable session, Jason Dinesen—known nationwide as “The 1099 Guy”—guides attendees through the practical realities of Form 1099 compliance. This session goes beyond the basics and dives deep into due diligence, backup withholdi ...

Live Webinar

Build Your AI CEO Assistant

This 1 hour webinar is designed to help leaders create an AI assistant framework that supports executive level work. The session focuses on turning AI into a useful strategic support system for planning, communication, prioritization, and decision preparation. ...

Live Webinar

Using the ChatGPT Add-in for Excel: Practical AI Workflows for Analysis and Reporting

Generative AI tools are rapidly becoming part of the modern data workflow, but many professionals are still unsure how these tools fit into the day-to-day work they already perform in Excel. The ChatGPT add-in for Excel provides a practical bridge between spre ...

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

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 ...