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165 results of "Banking & Insurance x" and "Banks & Credit Unions x"
Live Webinar

Excel Functions

Learning Excel's built-in functions offers significant benefits, enabling users to work more efficiently and make data-driven decisions with confidence. By mastering functions like VLOOKUP, IF, and SUMIF, users can automate repetitive tasks, reduce errors, and ...

  • Basic & Intermediate
  • 90 Mins
  • Bob Umlas
  • Dec 15, 2025
Live Webinar

Chat GPT and AI Tools for CPAs and Finance Professionals

This webinar will show you live examples on multiple AI tools, and introduces accounting and finance professionals to the transformative power of Artificial Intelligence (AI) in their field. Spanning About 2 hours, it explores how AI revolutionizes accounting ...

Live Webinar

Eliminate Harmful And Unproductive Drama In The Workplace

Workplace drama sucks the productivity of teams and organizations. It also creates an inhospitable environment where healthy people don't want to work ... so they leave. Good, productive people leave the organization. In fact, the best people, the highest perf ...

Live Webinar

AI for Accountants: ChatGPT & Excel Function Mastery

The Future of Financial Analysis is Here – Discover How AI Can Supercharge Your Excel Skills Tired of manual data cleaning, complex formulas, and repetitive tasks? Join Ray, a Microsoft Excel and AI expert, for this groundbreaking webinar that will revolution ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Dec 16, 2025
Live Webinar

Ethics in HR

HR professionals are charged with being both an agent of the company and the primary advocate for the employees. This can be a daunting conflict for HR, especially when issues surrounding ethics come into play. During this session, we will examine the role eth ...

Live Webinar

2025 Immigration Reforms: What Employers Should Know and How to Get Ready

U.S. immigration policies keep shifting, and it’s up to employers to stay ahead of the game. A second Trump administration could bring further changes that will directly affect hiring foreign talent. This session will give you insight into what might happen ne ...

Live Webinar

Commercial Loan Documentation

This webinar will expose participants to five steps in the loan documentation process, which include. Identifying the Borrower Identifying and Documenting the Collateral Evidencing the Debt Attaching the Collateral Perfecting the Security Interest Ea ...

Live Webinar

Today Matters: Choose Well Each Day to Build a Life of Impact

Every day is a seed that shapes tomorrow’s harvest. This motivational and skill-building session inspires participants to make intentional daily choices that align with their long-term goals and values. Drawing on timeless principles and actionable insights, H ...

Live Webinar

Your Smartest Assistant: AI Hacks for Time Mastery

Time management isn’t just about squeezing more into your day—it’s about mastering your habits and leveraging technology to work smarter, not harder. While everyone has the same 24 hours, the real advantage comes from using AI-powered tools and strategies to o ...

Live Webinar

Form 1099 Updates

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 d ...

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