Search Trainings

93 results of "Banking & Insurance x" and "BSA/AML Compliance x"
Live Webinar

How to Use ChatGPT in HR: Unlock Productivity While Avoiding Risk

You’re Drowning in HR Work. ChatGPT Can Help—If You Know How to Use It Right. Your to-do list keeps growing. Your inbox is overflowing. You’re expected to write job descriptions, analyze resumes, coach managers, handle performance reviews, and rewrite emo ...

Live Webinar

Fundamentals of Construction Lending and Real Estate Credit Administration

This webinar addresses how to mitigate the higher risk, and it offers advice and guidance in how to extend construction loans safely and profitably with appropriate analysis and underwriting and structuring—LTV, LTC, minimum equity, bonding, etc. Once the con ...

Live Webinar

The FMLA - An Employer’s Guide To Compliance and Employee abuse

The Family and Medical Leave Act (FMLA) is a labor law requiring employers of a certain size to provide employees with unpaid time off for serious family health issues or situations. Qualified reasons may include adoption, pregnancy, foster care placement, fam ...

Live Webinar

Chat GPT for FP&A and Finance Professionals

Artificial Intelligence (AI) is revolutionizing the way financial planning and analysis (FP&A) is conducted across industries. This course focuses on providing FP&A professionals with a hands-on understanding of AI tools and how they can be used to enhance fin ...

Live Webinar

Contractor versus Employee

This webinar will cover what the IRS looks at when auditing whether a worker is an employee or a contractor. We will cover the current “3-factor” standard the IRS uses, as well as the older “20-factor” standards. We will also discuss the relief options availab ...

Live Webinar

Use of AI and GPT for Finance Professionals

This course is designed to provide CPAs and finance professionals with the knowledge and skills to effectively leverage ChatGPT in their day-to-day work. Participants will learn how to utilize ChatGPT to enhance financial analysis, automate tasks, provide pers ...

Live Webinar

Intro to Copilot in Excel

The webinar is designed to introduce participants to the transformative capabilities of Copilot, a powerful AI tool integrated within Excel. The session will cover the essentials of preparing and formatting data specifically for Copilot use, ensuring that use ...

Live Webinar

Microsoft Excel: Slice, Dice & Summarise: Getting started with Pivot tables

PivotTables are one of Excel’s most powerful tools for data analysis. This webinar introduces the core concepts and practical steps to start using PivotTables effectively, even if you’re new to data manipulation. It will cover details on what pivot tables are ...

  • Basic & Intermediate
  • 60 Mins
  • Lara Mellor
  • Nov 25, 2025
Live Webinar

Excel for Financial Analysis: Beyond Basic Formulas

Financial professionals know that data is only as valuable as your ability to analyze it. In this dynamic webinar, Excel expert Ray will guide you through 8 essential functions that separate basic spreadsheet users from true financial modeling experts. Whether ...

  • Basic & Intermediate
  • 60 Mins
  • Ray Evans
  • Nov 25, 2025
Live Webinar

Accident/Incident Investigation - Root Cause Analysis

If a major workplace injury or illness occurred, what would you do?  How would you properly investigate it? What could be done to prevent it from happening again?  A properly executed accident/incident investigation drives to the root causes of the workplace a ...

  • Basic & Intermediate
  • 60 Mins
  • Joe Keenan
  • Nov 25, 2025