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316 results of "Banking & Insurance x" and "Insurance x"
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

Killer Clauses in Construction Contracts: How to Spot and Neutralize Them

Successful construction projects begin long before work starts on site. The contract establishes the responsibilities, risks, and commercial obligations that govern the relationship between the parties, making careful contract review one of the most important ...

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

Managing Toxic Employees: Strategies For Leaders To Confidently Deal With Toxic Behaviours

Managing other people is never easy, but some employees make it particularly difficult. When an employee's toxic behavior is not addressed properly, other team members become resentful, they lose respect for you as a leader, and they may develop their own toxi ...

Live Webinar

ChatGPT for CPAs and Finance Professionals

CPAs spend too much time on repetitive work. In this practical session, Ray shows how ChatGPT, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made ea ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Aug 25, 2026
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

Payroll Reconciliation and Reporting – 2026 update

Payroll operations are a day to day process. From the time you decide to hire workers - from the first day of employment to the last - reporting information concerning their HR and payroll is essential to your business. Most businesses use payroll software and ...

Live Webinar

Essential Public Speaking Skills Anyone Can Master for Workplace Success

Whether your goal is to inform, persuade, entertain, or train, there are core communication strategies and presentation techniques that will ensure you give a professional presentation that engages your audience and achieves your desired outcomes.  Poor presen ...