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Live Webinar

Agentic AI for Accounts Payable and Invoice Processing

This session shows how an AI agent can take on the repetitive core of accounts payable. We begin with the everyday problem: a stack of invoices, each needing to be read, matched, and either paid or questioned. You will see how an agent reads an incoming invoic ...

Live Webinar

ChatGPT & Excel: Data Analysis and Reporting

In our webinar, we'll explore how ChatGPT can transform your Excel experience, enhancing data analysis, and revolutionizing reporting. You'll learn practical ways to integrate ChatGPT with Excel, making your data work smarter, not harder. This session is ideal ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Oct 07, 2026
Live Webinar

ChatGPT: A Comprehensive Beginner's Guide

Artificial intelligence isn’t the future—it’s here now, transforming every field from healthcare to marketing. At the heart of this shift is ChatGPT, a powerful tool helping professionals write, research, and solve problems faster than ever. Understanding how ...

Live Webinar

THE NEW I9 - Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process th ...

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

From Boss to Coach: How to Lead, Empower and Retain the Modern Workforce

The coach model taught in this webinar helps unlock discretionary effort—the willingness of employees to contribute beyond minimum expectations because they feel valued, trusted, supported, and connected to the success of the organization. Rather than relying ...

Live Webinar

Form I-9 Update

As of August 1, 2023, the Form I-9 has been updated to include a remote verification option. This webinar will review the changes in detail and how the employer can deal with them. We also have additional options of going electronic with the Form I-9. This we ...

Live Webinar

Claude AI For Excel

Excel users often spend significant time cleaning data, preparing reports, and trying to make sense of large datasets. In this session, you will explore how Claude can support the spreadsheet workflow both inside and outside Excel. We will look at practical t ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Oct 12, 2026
Live Webinar

How to Lead and Manage a Narcissistic Employee

Leading and managing a narcissistic employee can be an intimidating and challenging task for any manager. Narcissism is characterized by grandiosity, an excessive need for admiration, and a lack of empathy. Narcissistic employees can be difficult to work with ...

Live Webinar

Claude AI For CPAs & Finance Professionals: Best Practices & Strategies

“Claude For CPAs: Best Practices & Strategies” is designed to help accounting and finance professionals understand how generative artificial intelligence can be responsibly integrated into modern accounting workflows. As AI adoption accelerates across tax, aud ...