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

Dealing With Difficult People In Life & Work

In this training you will discover the secret skills used by top therapists to deal with the most challenging of people. From annoying people at work … All the way to lock-down psychiatric patients. These skills are all extensively tested in the field and know ...

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

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

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

Variance Analysis for Busy Managers: Budget vs Actuals Made Simple

Managers are constantly asked to explain financial performance: Why did sales miss the target? Why did expenses come in higher than expected? Without the right tools, these conversations can feel overwhelming or vague. Variance analysis provides the answers, b ...

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 ...

Live Webinar

Pivot Tables

A pivot table in Excel is a powerful data summarization tool used to analyze, explore, and present large datasets in a flexible and interactive manner. It allows users to transform raw data into meaningful insights by organizing and aggregating data from a det ...

  • Basic & Intermediate
  • 60 Mins
  • Bob Umlas
  • Jul 31, 2026
Live Webinar

Building a Zero-Trust Architecture for AI Infrastructure

Zero-trust has three core principles: verify explicitly, use least privilege, and assume breach. The problem is that all three were designed with a human principal in mind. An AI agent is not a human. It does not authenticate at login and idle between requests ...

Live Webinar

Mastering Human Resource Management (HRM) in 2026 Using Claude AI

Human Resource Management is changing quickly as organizations face new workforce expectations, heightened compliance demands, growing pressure to improve employee experience, and the rapid emergence of practical AI tools. This timely 2-hour virtual seminar sh ...