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Live Webinar

Advanced Commercial Loan Underwriting Certification

The 3-part series will explain how a banker evaluates a borrower’s cash flow, collateral, and guarantees to determine a borrower’s ability to repay a loan. A case study links together the 3 parts.

Live Webinar

The State of Marijuana in the Workplace 2026

As marijuana legalization sweeps across the United States, employers face a complex legal landscape regarding its use among employees. What was once a clear-cut issue of termination for positive drug tests has evolved into a complex assessment, with federal, s ...

Live Webinar

Form 1099 Due Diligence: Filing Requirements, Penalty Prevention & Latest IRS 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 due ...

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

Performance of Root Cause Analysis, CAPA, and Effectiveness Checks

This comprehensive course offers essential knowledge and practical skills in root cause analysis, corrective and preventive actions (CAPA), and conducting effectiveness checks. Participants will learn systematic approaches to identify root causes, develop effe ...

Live Webinar

Building Custom AI Agents and Workflows for Excel

AI-powered tools are rapidly becoming part of the modern Excel ecosystem, but many professionals are still exploring how these technologies can be integrated into real reporting and analytical workflows. Microsoft 365 Copilot, Power Automate, and emerging AI a ...

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

Public Speaking: Overcoming The Fear of Public

Public speaking is not just about talking in front of an audience; it's about delivering your message with impact and authenticity. This webinar covers essential aspects of public speaking, including understanding your audience, structuring your speech, utiliz ...

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

Essential Public Speaking Skills Anyone Can Master for Workplace Success

Whether your goal is to inform, persuade, entertain, or train, there are core communication strategies and presentation techniques that will ensure you give a professional presentation that engages your audience and achieves your desired outcomes.  Poor presen ...