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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

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

AI Assistants for Accounting and Finance: A Practical Guide to Claude and ChatGPT for CPAs and Finance Professionals

Claude and ChatGPT are AI assistants that read and write text. The most useful way to think of each is as a very fast, very well-read colleague: broadly capable and quick, but confident even when wrong. That single idea shapes the whole session, because it exp ...

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

ChatGPT for HR Professionals

This webinar is where you'll embark on an exciting journey into the world of ChatGPT - an AI language model, and explore its myriad applications in the HR realm. This webinar is designed to equip HR professionals with the knowledge and skills to leverage ChatG ...

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

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
  • Sep 30, 2026
Live Webinar

Claude AI for Accounting & Finance Professionals

This beginner-to-intermediate webinar explains how Claude AI can support common accounting and finance workflows without requiring attendees to have technical AI, coding, or advanced systems-integration knowledge. The session is designed for professionals who ...

Live Webinar

Harnessing Claude AI for Modern Project Management

Modern project managers face a persistent challenge: too much time spent on administrative work, and not enough on strategic leadership. Research shows that tasks like status reporting, scheduling, and documentation can consume more than half of a project mana ...

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 ...