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668 results of "Banking & Insurance x" and "Banks & Credit Unions x"
Live Webinar

ChatGPT and Project Management: Leveraging AI for Project Management Excellence

In recent years, artificial intelligence (AI) has revolutionized various industries, significantly enhancing efficiency, productivity, and decision-making processes. Within the realm of project management, AI's capabilities have opened up new possibilities for ...

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

Moving From an Operational Manager to a Strategic Leader

Leaders can be trained to lead strategically by developing and following a Strategic Frame of Reference which involves: Drafting their team's current Mission - including their primary customer and the key products, services, and value they provide to that c ...

  • Basic & Intermediate
  • 60 Mins
  • Pete Tosh
  • Jun 29, 2026
Live Webinar

UCA Cash Flow Analysis

UCA Cash Flow Analysis and application of the analysis to better understand borrower’s cash flow: An Illustration on how Cash Flow Analysis is used to transition an Accrual Basis Financial Statement into a Statement of Cash Flow (or Cash Basis Statement) be ...

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

Due Diligence Steps for 1099 Compliance

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

ChatGPT for Admins: How to Leverage AI for Everyday Tasks

Administrative professionals are the backbone of any successful organization, juggling schedules, communication, reporting, and more. ChatGPT and other AI tools can be game changers for admins looking to work smarter, not harder. In this hands-on session, you ...

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 ...

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Validity : 21st Jun'26 to 01st Jul'26