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539 results of "Banking & Insurance x" and "Fraud Analytics x"
Live Webinar

Form W-9 Compliance to Avoid Penalties: TIN Verification, B Notices and Backup Withholding

Obtaining Form W-9 from is the first step in assuring compliance in information return reporting requirements. The Form provides information required to determine if the business needs to file an information return as well as the correct name and tax ID number ...

Live Webinar

Bootcamp for New Managers and Supervisors: Develop These Essential Leadership Skills & Be a Better Boss!

New managers, supervisors, and team leads - they’re on the front lines with your workforce, your customers, and your markets. They have tremendous potential. And some of them will become your organization’s future leaders. How well are you preparing your new ...

Live Webinar

Writing an Effective Credit Analysis

This webinar will expose participants to process and a detailed outline that will enable you to write an effective credit memo. The learning objectives are:  To make you a better banker To understand the importance of good written communication To improve ...

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

AI Systems for Team Communication

This 1 hour webinar is designed to help attendees build an AI supported team communication system that improves clarity and follow through. The session begins by identifying the common issues that weaken internal communication, including unclear expectations, ...

Live Webinar

Public Speaking at Work - How to Communicate with Confidence

If you get nervous about giving presentations or leading meetings at work, this webinar will help you speak up powerfully when it matters most. If your public speaking skills are holding you back in your career, this webinar will give you the tools you need to ...

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

Copilot for Excel

In this webinar, participants will explore advanced capabilities that take Excel automation and data analysis to the next level. We’ll begin by examining how Copilot can be used on multiple tables, allowing users to streamline complex data manipulation and ana ...

Live Webinar

Trust in Leadership: Building and Maintaining Trust as a Leader

Trust is the cornerstone of effective leadership. Without it, teams struggle to perform, engagement dwindles, and morale suffers. In this impactful 60-minute session, "Trust in Leadership: Building and Maintaining Trust as a Leader," you’ll gain essential insi ...

Live Webinar

Due Diligence Steps for 1099 Compliance

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 due ...