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591 results of "Banking & Insurance x" and "Risk Management x"
Live Webinar

ChatGPT & AI Tools for Administrative Professionals

In today’s fast-paced, tech-driven workplace, administrative professionals are expected to manage more than ever before. The good news is that AI tools, including ChatGPT, can help lighten the load. With the right approach, these tools can streamline communica ...

Live Webinar

Pivot Tables

A pivot table in Excel is a powerful data summarization tool used to analyze, explore, and present large datasets in a flexible and interactive manner. It allows users to transform raw data into meaningful insights by organizing and aggregating data from a det ...

  • Basic & Intermediate
  • 60 Mins
  • Bob Umlas
  • Apr 28, 2026
Live Webinar

Copilot for Excel

This course is designed to teach learners how to use COPILOT for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel. Throughout the course, learners will explore the features and capabilities of COPILOT for Excel ...

Live Webinar

Managing Difficult Employee Conversations

The ability to handle crucial and difficult conversations effectively, where one is required to be mindful of one’s thoughts, emotions, impulses, words, voice, and facial expressions is crucial for Managers and Leaders. The lack of attention to one’s communica ...

Live Webinar

Dealing with Difficult People

We all have to deal with difficult people in our lives. It could be a coworker or irate boss, a family member, or that grocery store clerk who just doesn’t seem to want to have a good day. In all cases, it can be frustrating to have to deal with them and even ...

Live Webinar

How Accountants Can Use Chat GPT Effectively

ChatGPT has been created with one main objective - to predict the next word in a sentence, based on what's typically happened in the gigabytes of text data that it's been trained on. Once you give ChatGPT a question or prompt, it passes through the AI model a ...

Live Webinar

Form W-9 Compliance to Avoid Penalties: TIN Verification, B Notices and Backup Withholding

Obtaining Form W-9 from is the first step in assuring compliance in information return reporting requirements. The Form provides information required to determine if the business needs to file an information return as well as the correct name and tax ID number ...

Live Webinar

Bootcamp for New Managers and Supervisors: Develop These Essential Leadership Skills & Be a Better Boss!

New managers, supervisors, and team leads - they’re on the front lines with your workforce, your customers, and your markets. They have tremendous potential. And some of them will become your organization’s future leaders. How well are you preparing your new ...

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

Form 1099- Reporting Requirements (Including Changes from the Big Beautiful Bill)

In this timely, relevant, and actionable session, Jason Dinesen—known nationwide as “The 1099 Guy”—guides attendees through the practical realities of Form 1099 compliance. This session goes beyond the basics and dives deep into due diligence, backup withholdi ...

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