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

HR 101

Are you new to HR? Have the HR duties of your organization fallen into your lap? Not sure where to start? This session is for you! For those who are new to Human Resources, those who have unexpectedly found themselves working in HR, those who are departments o ...

Live Webinar

Board-Friendly Risk and Controls Oversight

The corporate board of directors is a group of well-meaning, part time amateurs, trying to monitor, control and assure the work of the full-time professional managers who actually run the corporation. That means at best, your board will be several steps behind ...

Live Webinar

Transform Data into Insights: A Beginner's Guide to Excel PivotTables

The ability to analyze data is a powerful skill that helps make better decisions. Microsoft Excel is one of the top tools for data analysis and PivotTables are arguably the most popular analytic tool. The power of Excel PivotTables and their ability to summari ...

Live Webinar

Excel Lookup Lab: Mastering VLOOKUP, MATCH & INDEX

Lookup formulas are far superior to manually searching for specific data elements in a spreadsheet. VLOOKUP, HLOOKUP, INDEX and MATCH are some of the most well-known (and most useful) functions in Excel which are used to to return data from other locations in ...

Live Webinar

Fair Debt Collection Practices Act 2025

The Fair Debt Collection Practices Act (FDCPA), approved on September 20, 1977 is a consumer protection amendment, establishing legal protection from abusive debt collection practices, to the Consumer Credit Protection Act, as Title VIII of that Act. It’s is a ...

Live Webinar

Fundamentals of Construction Lending and Real Estate Credit Administration

This webinar addresses how to mitigate the higher risk, and it offers advice and guidance in how to extend construction loans safely and profitably with appropriate analysis and underwriting and structuring—LTV, LTC, minimum equity, bonding, etc. Once the con ...

Live Webinar

The FMLA - An Employer’s Guide To Compliance and Employee abuse

The Family and Medical Leave Act (FMLA) is a labor law requiring employers of a certain size to provide employees with unpaid time off for serious family health issues or situations. Qualified reasons may include adoption, pregnancy, foster care placement, fam ...

Live Webinar

IRS Form 1099, 1099-NEC, and 1099-MISC: New Rules and Reporting Requirements for 2025

This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC with a focus on the details and proper preparation of the forms. It will cover updates to the Forms for 2025 and electronic filing requirements and methods including the IRIS ( ...

Live Webinar

Contractor versus Employee

This webinar will cover what the IRS looks at when auditing whether a worker is an employee or a contractor. We will cover the current “3-factor” standard the IRS uses, as well as the older “20-factor” standards. We will also discuss the relief options availab ...

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 ...