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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

Excel: Pivot Tables Crash Course

Pivot Tables have been a mainstay of the Excel program for two decades, and yet they remain a daunting and little understood tool.   If you are a daily user of Excel, eventually you will be faced with the challenge of data summaries and analysis.   The 1st l ...

Live Webinar

Managing "Toxic" and Other Employees Who Have Attitude Issues

Managing employee performance is a critical role for all leaders, of any group, even volunteers and family members.  Expected outcomes depend on the leader’s ability to set clear performance expectations (outcomes) and in some situations help by defining metho ...

Live Webinar

OBBBA and IRS Form Update

On July 4th 2025 President Trump signed in the One Big Beautiful Bill Act into law.  This legislation is sweeping legislation that impacts all aspects of the United States.  However, there are major impacts coming to employers and payroll departments across th ...

Live Webinar

FDA's New QMSR Device Inspection Requirements

The US FDA, a has published their QMSR 21 CFR 820, to replace the previous QSR 21 CFR 820, Medical Devices, implemented February 02, 2016. They also released their new Device Inspection Manual 7382.850, on the same date, with the focus on Patient / User Risk M ...

Live Webinar

Turn Conflict into Collaboration: How Smart Leaders Handle Disagreements, Difficult People, and Tough Situations

A recent study on workplace conflict found that an overwhelming majority (85%) of employees, at all levels, have experienced dealing with stressful conflict. For example: being in a frustrating disagreement with a colleague; managing a conflict between co-work ...

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 ...

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

Using the ChatGPT Add-in for Excel: Practical AI Workflows for Analysis and Reporting

Generative AI tools are rapidly becoming part of the modern data workflow, but many professionals are still unsure how these tools fit into the day-to-day work they already perform in Excel. The ChatGPT add-in for Excel provides a practical bridge between spre ...

Live Webinar

DHF (Design History File),DMR, DHR, Technical Documentation Files – US FDA and EU MDR Requirements

This webinar will examine the existing requiements for the US  FDA's DHF -- including its derivitive documents, the DMR and DHR, and the identical ISO 13485 7.3 D&DF. It will consider the EU's recently revised MDR and it's Technical Documentation File requirem ...

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Validity : 16th Aug'26 to 26th Aug'26