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

Get started with ChatGPT

You have probably heard of the AI tool called ChatGPT. You are hearing that it can be used to help people be more productive. But you don’t know how to get started with ChatGPT. This webinar will help you get started with ChatGPT, and show you how can set up a ...

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

Communications Skills - Impactful Vocal, Written and Body Language

Without good communications, businesses cannot operate to their potential. Effective and efficient communication is vital to any business, whether verbal, written, or through body language. It is possible to get our point across clearly, respectfully, and prop ...

Live Webinar

Mastering I-9s and I-9 Corrections

Ensure your company's I-9 practices are accurate and up to date. Understand recent changes to this process. Take steps now to minimize the risk of penalties from agencies like the U.S. Citizenship and Immigration Services (USCIS) and the U.S. Immigration and C ...

Live Webinar

Excel: Useful Formulas

In this practical webinar, you will learn and understand the syntax of a handful of the most useful and common formulas in Excel. These will include: VLookup, HLookup, XLookup, Flash Fill, Remove Duplicates, IF functions and more!

Live Webinar

Effective Ways to Use AI for Administrative Tasks in 2026

AI has entered the administrative workspace in full force. In 2026, it is no longer optional for administrative professionals to understand how to use it. From scheduling and email writing to documentation and project support, AI tools are helping admins save ...

Live Webinar

Construction Lending and Real Credit Administration: Evaluating, Underwriting, and Monitoring Construction Loans

Most bankers acknowledge that construction lending is riskier than other types of commercial lending

Live Webinar

AI Systems for Everyday Admin

This 1 hour webinar is designed to show attendees how AI can be used as a practical support system for the everyday administrative work that often slows people down. The session focuses on common tasks such as organizing email responses, summarizing long threa ...

Live Webinar

Motivation - Motivating Yourself & Others

You Can’t Do The Slightest Thing Until First Motivated! If You Master Motivation, You Will Have The Ability To Get More Done Than Ever Before. You Will Also Be Able To Motivate Others … It Will Allow You To Help Others Take Action And Move In The Right Directi ...

Live Webinar

Claude for CPAs and Finance Professionals

CPAs spend too much time on repetitive work. In this practical session, Ray shows how Claude, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made eas ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • May 15, 2026

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Validity : 07th May'26 to 17th May'26