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Live Webinars


31
May,
2023

Test

Steven S Kuwahara
  • Steven S Kuwahara
  • Time:
  • Duration: 60 Minutes
  • Price: ¤1.00
  • View Details

Monday

13
July,
2026

Upcoming 2026 HIPAA Changes and Beyond (Privacy and Security)

This 90-minute webinar will be addressing how practice/business managers (or compliance offers) need to get their HIPAA house in order as HIPAA HITECH is now fully enforced with bipartisan support.

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Monday

13
July,
2026

3-Hour Virtual Seminar on How to Use Claude AI Like a Pro: Complete Beginner to Advanced Guide

Claude, built by Anthropic, has rapidly become one of the most powerful AI assistants on the planet - known for its accuracy, reasoning ability, long-form writing, document analysis, and seamless integration with the tools business professionals already use every day. If you've been hearing about Claude but aren't sure how to use it, or if you're already using it casually and want to unlock its full potential, this 3-hour virtual seminar is for you.

Tom Fragale
  • Tom Fragale
  • Time: 08:00 AM PDT | 11:00 AM EDT
  • Duration: 3 Hours
  • Price: ¤299.00
  • View Details

Monday

13
July,
2026

ChatGPT Excel Masterclass - Perfect Charts, Subtotals and Named Ranges

Option 1 - Excel Skills and AI Productivity Focus: This 90-minute session gives professionals across all sectors a practical combination of ChatGPT fundamentals and applied intermediate Excel techniques, designed to help you work smarter and produce more professional outputs from your spreadsheet environment.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Monday

13
July,
2026

Claude for Project Management

Discover how AI can supercharge your project management workflows.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

14
July,
2026

What's the Difference Between Copilot, ChatGPT, and Claude for Business?

Option 1 - Plain-Language Business Comparison Focus: This 90-minute masterclass answers the question every business professional is asking in 2026: what is actually different about Copilot, ChatGPT and Claude, and which one should I be using for my work? Ray cuts through the marketing language and technical jargon to give business professionals a clear, practical and honestly assessed comparison of all three platforms across the areas that affect real business use every day.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

14
July,
2026

ChatGPT vs Copilot vs Claude: The Best AI Tool for Your Business

3 AI giants. One decision.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

14
July,
2026

Excel vs Power BI - The Complete Comparison for Business Intelligence

Excel and Power BI are both powerful Microsoft tools - but they’re built for different stages of your analytics journey.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

15
July,
2026

ChatGPT Made Easy - Work Smarter in Excel with AI Guidance

Option 1 - Practical ChatGPT and Excel Productivity Focus: This 90-minute session gives Excel users a practical, accessible introduction to ChatGPT and how it can support real spreadsheet work from day one.

Ray Evans
  • Ray Evans
  • Time: 11:30 AM PDT | 02:30 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

15
July,
2026

Claude & PowerPoint - Design Smarter & Present Better Masterclass

Option 1 - PowerPoint Design and AI Productivity Focus: This 90-minute masterclass gives professionals a practical combination of Claude fundamentals and applied PowerPoint skills, designed to help you design smarter slideshows and present with greater impact and confidence.

Ray Evans
  • Ray Evans
  • Time: 08:30 AM PDT | 11:30 AM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

15
July,
2026

Get Started with Microsoft Copilot

This course is designed to equip business professionals with the tools and know-how to harness Microsoft 365 Copilot to help with everyday tasks.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

15
July,
2026

Anti-Kickback, Fraud, Stark, and Marketing: Where are the Landmines

This webinar will provide an in-depth understanding of the Federal False Claims Act, Federal Anti-Kickback and Stark laws, and discuss how marketing activities can trigger either or both.

William Mack Copeland
  • William Mack Copeland
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

15
July,
2026

Power BI: Getting Started - From Raw Data to Shareable Reports

Are you ready to embark on a journey that will revolutionize the way you work with data? Welcome to "Power BI for Beginners - Turn Data into Decisions"

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

16
July,
2026

Claude & Excel - Practical AI Skills for CPAs & Finance Teams

Option 1 - CPA and Finance AI Productivity Focus: This 90-minute masterclass gives CPAs and finance professionals a structured, practical introduction to using Claude in a professional accounting environment - covering what Claude genuinely can and cannot do, how to use it safely with financial and client data, and how to write prompts that produce consistent, reliable outputs.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

16
July,
2026

Claude & Excel - Finance Automation & Workflow Reporting Made Easy

Option 1 - Finance Automation Productivity Focus: This 90-minute masterclass gives finance professionals a practical, structured approach to using Claude and Excel together for financial process automation.

Ray Evans
  • Ray Evans
  • Time: 11:30 AM PDT | 02:30 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

16
July,
2026

Using Claude to be more Productive in Excel

This course is designed to teach learners how to use CLAUDE for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

17
July,
2026

HIPAA Privacy and Security Updates NPRM's 2026

This 90-minute webinar will be addressing how practice/business managers (or compliance offers) need to get their HIPAA house in order as HIPAA HITECH is now fully enforced with bipartisan support.

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

17
July,
2026

Claude & Excel AI Functions - Essential Masterclass for Productivity

Option 1 - AI Functions Masterclass Focus: This 90-minute masterclass gives professionals across all sectors a practical, hands-on introduction to the new generation of AI-powered Excel functions - and shows you how to achieve the same results using Claude and Excel directly when add-in tools are unavailable, outdated or cost-prohibitive.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

17
July,
2026

Outlook Email Calendar & Contacts Essentials Masterclass

Microsoft Outlook is the powerhouse in managing email, appointments, tasks and contacts.

Ray Evans
  • Ray Evans
  • Time: 11:30 AM PDT | 02:30 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

17
July,
2026

3-Hour Virtual Seminar on How to Use Claude AI Like a Pro: Complete Beginner to Advanced Guide

Claude, built by Anthropic, has rapidly become one of the most powerful AI assistants on the planet - known for its accuracy, reasoning ability, long-form writing, document analysis, and seamless integration with the tools business professionals already use every day. If you've been hearing about Claude but aren't sure how to use it, or if you're already using it casually and want to unlock its full potential, this 3-hour virtual seminar is for you.

Tom Fragale
  • Tom Fragale
  • Time: 08:00 AM PDT | 11:00 AM EDT
  • Duration: 3 Hours
  • Price: ¤299.00
  • View Details

Friday

17
July,
2026

HIPAA Reproductive Health Privacy Safeguards Halted Nationwide

On June 18, 2026, a court order invalidated the HIPAA regulations regarding Reproductive Health for HIPAA Regulated Entities (Health Care Providers, Plans, Clearinghouses and Business Associates) that had been mandatory since December 23, 2025.

Paul R. Hales
  • Paul R. Hales
  • Time: 09:00 AM PDT | 12:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

17
July,
2026

Introduction to Copilot for Business Professionals

This webinar will equip business professionals with the tools to harness Microsoft 365 Copilot for smarter, AI-powered workflows.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

17
July,
2026

A Deep Dive into The Anti-Kickback Statute Safe Harbors: Part One of Two

This program will discuss the Federal Anti-Kickback Statute, what it prohibits, its penalties, its scope and its exceptions.

William Mack Copeland
  • William Mack Copeland
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

17
July,
2026

Excel + AI: Practical Uses of Claude in Excel

AI isn't just a buzzword - it's a game-changer for Excel users. In this hands-on session, you’ll discover how to combine the power of Excel with Claude to boost your productivity, simplify complex tasks, and unlock new levels of efficiency. Whether you’re stuck writing tricky formulas, wrangling messy data, or building dashboards, Claude can become your on-demand assistant.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Monday

20
July,
2026

ChatGPT for Excel Intermediate Masterclass

This easy to follow demonstration clearly explains how to effectively post ChatGPT questions on more advanced Excel topics and extract more accurate responses.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Monday

20
July,
2026

Using Claude to Be More Productive as an HR Professional

This course is designed to equip HR professionals with the tools and know-how to harness Claude to transform HR workflows.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

21
July,
2026

Unlock Excel Power with Microsoft Copilot

Imagine having an expert assistant that helps you work faster and smarter in Excel.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

21
July,
2026

The Federal False Claims Act: The Primary Enforcement Tool of the Feds

The session will provide an overview of the Federal Civil False Claims Act (FCA) and how it works.

William Mack Copeland
  • William Mack Copeland
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

22
July,
2026

6-Hour Virtual Seminar on SAMHSA 42 CFR Part 2 vs HIPAA - How to Apply Recent Changes

This 6-Hour Seminar will cover the latest SAMHSA and HIPAA updates which were released in January 2025 and December of 2024 respectively, and also cover multiple scenarios and FAQ's relating to Substance Abuse Records, Mental Health Records, Alcohol Abuse Records, and the proper ways to secure this information and/or release this information.

Brian Tuttle
  • Brian Tuttle
  • Time: 08:00 AM PDT | 11:00 AM EDT
  • Duration: 6 Hours
  • Price: ¤545.00
  • View Details

Wednesday

22
July,
2026

Excel for Financial Analysis Beyond Basic Formulas

Financial professionals know that data is only as valuable as your ability to analyze it.

Ray Evans
  • Ray Evans
  • Time: 08:30 AM PDT | 11:30 AM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

22
July,
2026

Excel Essentials for Finance Pros SUM, SORT & Speed Up Your Workflow

Unlock the Power of Excel for Finance & Accounting!

Ray Evans
  • Ray Evans
  • Time: 11:30 AM PDT | 02:30 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

22
July,
2026

Excel: Dashboards - Building Clear, Interactive Business Reports

A well-designed dashboard is an indispensable tool for transforming raw data into compelling visual insights. It empowers users to interpret complex information at a glance and make data-driven decisions.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

23
July,
2026

2026 HIPAA Training for the Compliance Officer

This webinar will be addressing how practice/business managers (or compliance offers) need to get their HIPAA house in order before the imminent audits occur with strong bipartisan backing in Washington.

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

23
July,
2026

ChatGPT for PowerPoint Essentials Made Easy

A customized practical PowerPoint example is provided with slides in sequence for each question posed to ChatGPT for demonstration and "hands-on" practice by attendees.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

23
July,
2026

Excel Table Mastery Design, Structure, and Sort Like a Pro

Tired of spreadsheets that fight you every step of the way?

Ray Evans
  • Ray Evans
  • Time: 11:30 AM PDT | 02:30 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

23
July,
2026

What's the Difference Between Copilot, ChatGPT, and Claude for Business?

3 AI giants. One decision. In this comprehensive 60-minute webinar, we go beyond the surface-level comparisons you've seen online and give you a real, hands-on guide to understanding exactly what Claude and ChatGPT and Copilot each do best - and worst. Whether you're a business professional, marketer, developer, or just someone trying to get more out of AI, this is the definitive playbook for choosing the right tool, using both smarter, and stopping the guesswork for good.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

23
July,
2026

Mastering Power BI: A Comprehensive Guide for Beginners

In today's busy world, we are sometimes overwhelmed with huge amounts of data, sometimes that data can come from more than one table, or even more than 1 data source. Trying to make sense of this data can be an overwhelming task.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

24
July,
2026

Mastering Financial Data Visualization Excel Charting Techniques That Impress

Transform Complex Financial Data Into Clear, Compelling Visual Stories.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

24
July,
2026

Excel Lookup Mastery VLOOKUP, HLOOKUP, XLOOKUP & Beyond

Ready to transform how you work with data across spreadsheets?

Ray Evans
  • Ray Evans
  • Time: 11:30 AM PDT | 02:30 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

24
July,
2026

Avoid HIPAA Violations - Websites, Social Media, Tracking Tech, Patient Reviews

Healthcare is a profession and also a highly competitive business.

Paul R. Hales
  • Paul R. Hales
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

24
July,
2026

How to Use Claude for Research Analysis and Organizing Data

Research takes time. Analysis takes focus. Organizing data takes patience. What if you had an AI assistant that could help you do all three - faster, smarter, and with less effort? In this practical, hands-on webinar, you'll discover how Claude, Anthropic's powerful AI assistant, can transform the way you research topics, analyze information, and organize data for your business or career.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

24
July,
2026

Microsoft Power BI for Beginners & Excel Users

Excel and Power BI are both powerful Microsoft tools - but they're built for different stages of your analytics journey.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

24
July,
2026

Excel: Automate Repetitive Tasks with Macros

Imagine the thrill of automating those repetitive Excel tasks that have been draining your productivity. Picture the convenience of effortlessly streamlining complex processes, leaving you with more time to focus on what truly matters.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

24
July,
2026

Paying and Receiving Payments for Referrals: You Can Go to Jail; Here's Why

The session will provide an overview of the Anti-Kickback Statute (AKS) and review what it prohibits, as well as review the Statute's available safe harbors.

William Mack Copeland
  • William Mack Copeland
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

27
July,
2026

Power BI Financial Reporting & Financial Analysis: A to Z

Power BI is transforming how organizations approach financial reporting and analysis.

Justin Muscolino
  • Justin Muscolino
  • Time: 08:00 AM PDT | 11:00 AM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

27
July,
2026

Understanding and Analyzing Financial Statements

This session is designed to eliminate that uncertainty.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

27
July,
2026

SOX: Internal Controls for Accounts Payable

SOX compliance is more than just checking boxes-it's about building a control environment that ensures the accuracy and integrity of financial data.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

27
July,
2026

Design Like a Pro SmartArt, Charts, and Organization Charts in PowerPoint

Join PowerPoint expert Ray for an immersive design journey that will transform your slides from ordinary to extraordinary.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

27
July,
2026

Overview of Copilot for Power BI

AI is redefining what's possible in data analytics - and now you can combine the intelligence of Microsoft Copilot with Power BI to transform how insights are discovered, explained, and shared.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

27
July,
2026

Copilot for Business Professionals

This webinar will equip business professionals with the tools to harness Microsoft 365 Copilot for smarter, AI-powered workflows.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

27
July,
2026

Excel + AI: Practical Uses of ChatGPT in Excel

AI isn't just a buzzword - it's a game-changer for Excel users. In this hands-on session, you'll discover how to combine the power of Excel with ChatGPT to boost your productivity, simplify complex tasks, and unlock new levels of efficiency. Whether you're stuck writing tricky formulas, wrangling messy data, or building dashboards, ChatGPT can become your on-demand assistant.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

28
July,
2026

Healthcare AI - Transforming Patient Care with Artificial Intelligence

This 90-minute webinar will go into detail regarding your practice (or business) and the use of artificial intelligence (AI).

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

28
July,
2026

1099 and W-9 Update - Complying with IRS Information Reporting

Complying with IRS information reporting requirements can be a complex and frustrating process-especially when it comes to Forms 1099 and W-9.

Justin Muscolino
  • Justin Muscolino
  • Time: 08:00 AM PDT | 11:00 AM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

28
July,
2026

An Introduction to Generally Accepted Accounting Principles (GAAP)

"An Introduction to Generally Accepted Accounting Principles (GAAP)" offers a clear and accessible overview of the essential rules governing financial reporting in the U.S.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

28
July,
2026

Excel PivotTable Power From Setup to Structure, Filters & Formatting

Tired of wasting hours sorting and filtering?

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

28
July,
2026

Claude AI for Modern Professionals: Smarter Work in 2026

This webinar will equip business professionals with the tools to harness Claude for smarter, AI-powered workflows.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

28
July,
2026

Claude + Microsoft 365

This session is designed for professionals who use Microsoft 365 every day and want to supercharge their productivity by adding Claude - Anthropic’s powerful AI assistant - to their workflow. Whether you are in finance, healthcare, manufacturing, HR, or any other industry, the combination of Claude and Microsoft 365 gives you an AI-powered edge that is practical, accessible, and immediately impactful.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

28
July,
2026

Drafting Physician Employment Agreements

We will review the elements of the physician employment agreement that can cause the greatest problems, focusing on the pitfalls and the complications that can develop when the parties do not fully understand what is being agreed to.

William Mack Copeland
  • William Mack Copeland
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

29
July,
2026

Email & Texting PHI - HIPAA, TCPA, and CMS Compliance

Health Care Providers, Health Plans and Business Associates only need to follow a simple "3-Step Safeguard" for emails and text messages to avoid violating HIPAA, administered by the Office for Civil Rights of the U.S. Department of Health and Human Services (HHS), and text message violations of the TCPA (Telephone Consumer Protection Act), administered by the Federal Communications Commission (FCC).

Paul R. Hales
  • Paul R. Hales
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

29
July,
2026

6-Hour Virtual Seminar on Bootcamp on Excel

In this seminar, you will learn how to take your raw data, and create meaningful reports using the powerful tools in Microsoft Excel.

Tom Fragale
  • Tom Fragale
  • Time: 08:00 AM PDT | 11:00 AM EDT
  • Duration: 6 Hours
  • Price: ¤545.00
  • View Details

Wednesday

29
July,
2026

How to Use Claude for Analysis and Organizing Data

Drowning in data? Spending hours making sense of spreadsheets, reports, and information scattered across your business? In this practical, hands-on webinar, you'll discover how Claude - Anthropic's powerful AI assistant - can transform the way you analyze and organize data, saving you hours every single week.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

29
July,
2026

Claude vs. ChatGPT: The Complete AI Comparison Guide

Two AI giants. One decision. In this comprehensive 60-minute webinar, we go beyond the surface-level comparisons you've seen online and give you a real, hands-on guide to understanding exactly what Claude and ChatGPT each do best - and worst.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

29
July,
2026

ChatGPT for Excel Add-in Essentials and AI Function Mastery

OPTION 1: Step into the future of Excel with this exciting webinar that introduces you to the ChatGPT for Excel Add-in, a powerful tool embedded directly into your spreadsheet environment. You'll learn how to install the add-in, navigate its user-friendly interface, and explore the available plans that best suit your needs.

Ray Evans
  • Ray Evans
  • Time: 08:30 AM PDT | 11:30 AM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

29
July,
2026

Master AI Functions in Excel with ChatGPT Add-in

OPTION 1: Discover how to bring artificial intelligence directly into your spreadsheets with this insightful webinar on the ChatGPT for Excel Add-in. You'll learn how to install and activate the add-in seamlessly within Excel and gain a clear understanding of how to use its interface to access powerful AI features.

Ray Evans
  • Ray Evans
  • Time: 11:30 AM PDT | 02:30 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

30
July,
2026

How to Conduct a HIPAA Security Risk Assessment for the Small Practice or Business Associate

This course will cover the proper methodologies on conducting a HIPAA Risk Assessment based on the formula used by Federal auditors and via the guidelines of the NIST (National Institute of Standard for Technologies).

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

30
July,
2026

Using Copilot with 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, like basic navigation and data analysis.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

30
July,
2026

Using Claude to be More Productive in Excel

This course is designed to teach learners how to use CLAUDE for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

30
July,
2026

Mastering Outlook Calendars, Contacts, and Folders

Stop wrestling with clunky calendars and overflowing inboxes.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

31
July,
2026

Claude for Small & Medium Businesses

This session is built specifically for small and medium business owners, operators, and managers who want to use Claude - Anthropic's industry-leading AI assistant - to run their business more efficiently, compete more effectively, and grow without proportionally growing their overhead.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

31
July,
2026

Navigating the Healthcare Fraud and Abuse Legal Maze

This presentation is for healthcare providers, to assist them in making decisions that follow healthcare laws and regulations, which are extremely complicated and complex. Healthcare fraud and abuse is rapidly becoming a growth industry. With the scope of federal healthcare programs, including Medicare, Medicaid, and TriCare, just to name a few, the potential for fraud is enormous.

William Mack Copeland
  • William Mack Copeland
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

31
July,
2026

ChatGPT for Excel Made Easy - Smarter Filters, Charts and Calculations

Insights & Innovation Masterclass Focus:

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

31
July,
2026

Mastering Project Essentials - Get Started the Right Way

Think you know Microsoft Project? Think again. This isn't just another how-to session - it's a masterclass in what really makes Project tick. Join Ray, a seasoned Project implementation specialist, as he reveals the system-level understanding that separates adequate users from scheduling experts.

Ray Evans
  • Ray Evans
  • Time: 11:30 AM PDT | 02:30 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

03
August,
2026

ChatGPT for Excel Intermediate Masterclass

This easy to follow demonstration clearly explains how to effectively post ChatGPT questions on more advanced Excel topics and extract more accurate responses.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Monday

03
August,
2026

Using ChatGPT with Excel

This course is designed to teach learners how to use CHATGPT for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

03
August,
2026

Excel + AI: Practical Uses of Copilot in Excel

Discover the smarter way to work with Excel. Microsoft Copilot is now more powerful and integrated than ever, capable of automating tasks, generating complex formulas, analyzing data, and even building entire reports from simple prompts. This hands-on session will show you how to put AI to work directly inside Excel, saving time and enhancing accuracy.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

03
August,
2026

Build Powerful Word Documents with Indexing and Bookmarking Tools

Join Microsoft Word expert Ray for a game-changing session that will transform how you handle long documents forever. If you've ever wasted hours manually creating indexes or struggled to keep them updated, this webinar is your golden ticket to working smarter, not harder.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

04
August,
2026

Claude & Excel - Introductory AI & Spreadsheet Skills Made Easy

Option 1 - AI and Excel Foundations Focus: This 90-minute session gives you a practical, structured introduction to Claude and a set of immediately useful Excel skills, delivered together in one hands-on webinar.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

04
August,
2026

Using CoPilot with 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.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

04
August,
2026

Accounting Foundations: Understanding the GAAP (Generally Accepted Accounting Principles)

This session introduces participants to the foundational elements of accounting through the lens of GAAP, enabling them to understand not just how financial information is presented, but why it is presented in a specific way.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

04
August,
2026

Professional Word Document Design Using Styles and Table of Contents

Transform chaotic documents into polished, professional reports in minutes! In this power-packed session, Ray will reveal the hidden tricks that turn Word into your most efficient document creation tool. Whether you're preparing a thesis, business proposal, or lengthy report, these skills will save you hours of manual formatting.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

05
August,
2026

Using Claude to be More Productive in Excel

This course is designed to teach learners how to use CLAUDE for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

05
August,
2026

4-Hour Virtual Seminar on HIPAA - Emailing, Texting, and Personal Devices (Myths vs Realities)

This 4-Hour Seminar will be going into great detail regarding you practice or business information technology and how it relates to the HIPAA/HITECH Security Rule and securing PHI in transmission.

Brian Tuttle
  • Brian Tuttle
  • Time: 08:00 AM PDT | 11:00 AM EDT
  • Duration: 4 Hours
  • Price: ¤445.00
  • View Details

Wednesday

05
August,
2026

HR - Excel Defined Names - Better HR Analytics, Reduce Errors, Save Time

HR Productivity & Efficiency Focus: Too often, HR professionals waste hours fixing messy spreadsheets filled with $A$1 references. In this engaging webinar, Ray demonstrates how Defined Names turn those same spreadsheets into clean, professional tools. Whether it’s headcount tracking, training records, or payroll reports, you’ll discover practical ways to save time, improve collaboration, and boost productivity in every HR task.

Ray Evans
  • Ray Evans
  • Time: 11:30 AM PDT | 02:30 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

05
August,
2026

Excel + AI: Practical Uses of Claude in Excel

AI isn't just a buzzword - it's a game-changer for Excel users.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

05
August,
2026

Accounting Principles: Types, GAAP, and IFRS Explained

"What Is GAAP? (Definition, 10 Principles, Compliance)" gives participants a clear, practical, and structured understanding of the foundation of U.S. financial reporting.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

05
August,
2026

Prompt Engineering in AI with ChatGPT and Excel - A Practical Masterclass

Productivity & Professional Masterclass: Prompt Engineering means giving AI clear, structured instructions so it produces consistent, professional-grade answers. Put simply, it’s how you guide AI to work like a skilled assistant instead of generating unpredictable responses.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

06
August,
2026

ChatGPT and CoPilot for Project Management

Discover how AI can supercharge your project management workflows.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

06
August,
2026

Generally Accepted Accounting Principles (GAAP): Definition, Principles, and Applications

This session provides a foundational understanding of Generally Accepted Accounting Principles (GAAP) and explains why these standards are essential to accurate and reliable financial reporting.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

06
August,
2026

Financial Storytelling: Presenting Your Numbers with Confidence

This training helps you bridge the gap between financial analysis and impactful communication.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

06
August,
2026

RFK, Jr., and HHS - HIPAA Compliance Strategies

Robert F. Kennedy Jr., Secretary of the Department of Health and Human Services (HHS), has implemented significant changes to HHS, with more expected.

Paul R. Hales
  • Paul R. Hales
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

07
August,
2026

HIPAA HITECH Security Rule Changes

This 90-minute webinar will be addressing how practice/business managers (or compliance offers) need to get their HIPAA house in order as HIPAA HITECH is now fully enforced with bipartisan support and the government is not using kid gloves an more.

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

07
August,
2026

Unlock Excel Power with Microsoft Copilot

Imagine having an expert assistant that helps you work faster and smarter in Excel.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

07
August,
2026

ChatGPT and CoPilot for HR

This course is designed to equip HR professionals with the tools and know-how to harness Microsoft 365 Copilot and ChatGPT to help with HR tasks.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

07
August,
2026

Accounting for Non-Accountants: Debit, Credits and Financial Statements

Fear of accounting often stems from not understanding the basics.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

07
August,
2026

Mastering US GAAP: A Guide to Financial Reporting Standards

Mastering US GAAP: A Guide to Financial Reporting Standards provides participants with a structured and accessible overview of the US GAAP framework, including how standards are developed, updated, and applied within organizations.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

10
August,
2026

Claude & Word - Advanced Integration & Workflow Skills Masterclass

Option 1 - Advanced Word Integration and Document Architecture Focus: This 90-minute masterclass gives compliance, regulatory, auditing and business professionals a structured, practical introduction to using Claude for advanced Word document integration - moving beyond content generation into document architecture, template design, style systems and structural framework creation.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Monday

10
August,
2026

Excel - Charts and Graphs - The Fundamentals

Impress your boss. Impress your colleagues. Tell your story with charts in Excel. This webinar will equip you with the knowledge you need to turn your numerical data into a set of engaging, attention-grabbing and easy-to-understand visuals.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

10
August,
2026

Understanding EBITDA: A Key Financial Metric

EBITDA is a foundational metric in financial analysis but it's also one of the most misused.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

10
August,
2026

What is GAAP? (Definition, 10 Principles, Compliance)

"What Is GAAP? (Definition, 10 Principles, Compliance)" gives participants a clear, practical, and structured understanding of the foundation of U.S. financial reporting.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

11
August,
2026

Claude & Excel - Essentials Made Easy for the Workplace

Option 1 - Claude Foundations and Excel Essentials Focus: This 90-minute session gives Excel users a practical, easy-to-follow introduction to Claude and shows how it can support everyday spreadsheet work.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

11
August,
2026

ChatGPT Excel Masterclass - Perfect Charts, Subtotals and Named Ranges

Option 1 - Excel Skills and AI Productivity Focus: This 90-minute session gives professionals across all sectors a practical combination of ChatGPT fundamentals and applied intermediate Excel techniques, designed to help you work smarter and produce more professional outputs from your spreadsheet environment.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

11
August,
2026

CoPilot for Business Professionals

This webinar will equip business professionals with the tools to harness Microsoft 365 Copilot for smarter, AI-powered workflows.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

11
August,
2026

Understanding EBITDA - Definition, Formula & Calculation

EBITDA is one of the most commonly used financial metrics in business but also one of the most misunderstood.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

11
August,
2026

Power BI for CPAs and Finance Professionals

Power BI is transforming how finance professionals manage reporting, analysis, and decision support.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

12
August,
2026

Outlook Email Calendar Contacts Essentials Masterclass

Microsoft Outlook is the powerhouse in managing email, appointments, tasks and contacts.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

12
August,
2026

Copilot and Project Management

Managing projects often means juggling documents, timelines, data, and endless communication.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

12
August,
2026

ChatGPT for CPAs and Finance Professionals

Still unsure? Consider this: regulators are already discussing AI's implications for financial services.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

12
August,
2026

Power BI Financial Reporting & Financial Analysis: A to Z

Power BI is transforming how organizations approach financial reporting and analysis.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

12
August,
2026

HIPAA Reproductive Health Privacy Safeguards Halted Nationwide

On June 18, 2026, a court order invalidated the HIPAA regulations regarding Reproductive Health for HIPAA Regulated Entities (Health Care Providers, Plans, Clearinghouses and Business Associates) that had been mandatory since December 23, 2025.

Paul R. Hales
  • Paul R. Hales
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

13
August,
2026

Upcoming 2026 HIPAA Changes and Beyond (Privacy and Security)

This 90-minute webinar will be addressing how practice/business managers (or compliance offers) need to get their HIPAA house in order as HIPAA HITECH is now fully enforced with bipartisan support.

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

13
August,
2026

Claude Professional Masterclass from Setup to Expert Output

Option 1 - Professional Setup and Prompting Focus: Most professionals using Claude are self-taught, with gaps that cost time and output quality.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

13
August,
2026

Claude vs ChatGPT Practical AI Skills Platform Comparison Made Easy

Option 1 - Platform Comparison and Decision Focus: This 90-minute masterclass gives professionals a clear, structured basis for comparing Claude and ChatGPT across the areas that matter most in real business use.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

13
August,
2026

ChatGPT and CoPilot for Salespeople

AI isn't replacing salespeople - it's amplifying them.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

13
August,
2026

Financial Discipline & Cash Flow Management

Strong financial discipline and effective cash flow management are foundational to the stability and growth of any organization.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

13
August,
2026

SOX: Internal Controls for Accounts Payable

SOX compliance is more than just checking boxes-it's about building a control environment that ensures the accuracy and integrity of financial data.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

13
August,
2026

Excel PivotTables: Core Skills and Techniques

Pivot Tables are one of Excel’s most powerful and misunderstood tools but once you know how to use them, they can transform how you analyse and report on data. In just a few clicks, you can summarise thousands of rows into meaningful, dynamic reports - no formulas required.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

14
August,
2026

Claude Prompt Engineering Masterclass for Practical Results

Option 1 - Practical Prompt Engineering and Finance Skills Focus: This 90-minute masterclass gives finance and accounting professionals a structured, hands-on introduction to prompt engineering with Claude.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

14
August,
2026

Claude Word Smarter Document Writing for Compliance Professionals

Option 1 - Compliance Document Writing and AI Productivity Focus: This 90-minute masterclass gives compliance, regulatory, auditing and business professionals a practical, structured introduction to using Claude for the Word document writing tasks they handle every working day.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

14
August,
2026

Microsoft Power BI for Beginners & Excel Users

Excel and Power BI are both powerful Microsoft tools - but they're built for different stages of your analytics journey.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

14
August,
2026

Electronic Payment Fraud Prevention Best Practices

This session will equip you with the knowledge and tools needed to identify risks, strengthen internal processes, and implement practical safeguards.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

14
August,
2026

1099 and W-9 Update - Complying with IRS Information Reporting

Complying with IRS information reporting requirements can be a complex and frustrating process-especially when it comes to Forms 1099 and W-9.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

17
August,
2026

HIPAA Privacy and Security Updates NPRM's 2026

This 90-minute webinar will be addressing how practice/business managers (or compliance offers) need to get their HIPAA house in order as HIPAA HITECH is now fully enforced with bipartisan support.

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Monday

17
August,
2026

Master AI Functions in Excel with ChatGPT Add-in

OPTION 1: Discover how to bring artificial intelligence directly into your spreadsheets with this insightful webinar on the ChatGPT for Excel Add-in. You'll learn how to install and activate the add-in seamlessly within Excel and gain a clear understanding of how to use its interface to access powerful AI features.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

17
August,
2026

Mastering Outlook Calendars Contacts and Folders

Stop wrestling with clunky calendars and overflowing inboxes.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

17
August,
2026

Using CoPilot with Power BI

AI is redefining what's possible in data analytics - and now you can combine the intelligence of Microsoft Copilot with Power BI to transform how insights are discovered, explained, and shared.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

17
August,
2026

EBITDA in Practice: How to Improve Operating Profit Without Misleading Results

EBITDA has become one of the most widely cited performance metrics in modern finance.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

17
August,
2026

An Introduction to Generally Accepted Accounting Principles (GAAP)

"An Introduction to Generally Accepted Accounting Principles (GAAP)" offers a clear and accessible overview of the essential rules governing financial reporting in the U.S.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

18
August,
2026

Outlook Email Calendar & Contacts Essentials Masterclass

Microsoft Outlook is the powerhouse in managing email, appointments, tasks and contacts.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

18
August,
2026

Excel for Financial Analysis Beyond Basic Formulas

Financial professionals know that data is only as valuable as your ability to analyze it.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

18
August,
2026

Excel Pivot Tables

In this webinar, you will learn how to take all of your raw data and quickly turn that data into easy to use flexible summary reports using Pivot Tables and Charts.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

18
August,
2026

Accounting Foundations: Understanding the GAAP (Generally Accepted Accounting Principles)

This session introduces participants to the foundational elements of accounting through the lens of GAAP, enabling them to understand not just how financial information is presented, but why it is presented in a specific way.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

19
August,
2026

Excel Essentials for Finance Pros SUM, SORT & Speed Up Your Workflow

Unlock the Power of Excel for Finance & Accounting!

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

19
August,
2026

Mastering Power BI: A Comprehensive Guide for Beginners

In today's busy world, we are sometimes overwhelmed with huge amounts of data, sometimes that data can come from more than one table, or even more than 1 data source. Trying to make sense of this data can be an overwhelming task.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

19
August,
2026

EBITDA vs. Cash Flow vs. Net Income: Making the Metric Work for Strategic Decisions

Financial performance reporting can appear straightforward-until different metrics point in different directions.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

19
August,
2026

Power BI: Getting Started - From Raw Data to Shareable Reports

Are you ready to embark on a journey that will revolutionize the way you work with data? Welcome to "Power BI for Beginners - Turn Data into Decisions".

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

20
August,
2026

6-Hour Virtual Seminar on SAMHSA 42 CFR Part 2 vs HIPAA - How to Apply Recent Changes

This 6-Hour Seminar will cover the latest SAMHSA and HIPAA updates which were released in January 2025 and December of 2024 respectively, and also cover multiple scenarios and FAQ's relating to Substance Abuse Records, Mental Health Records, Alcohol Abuse Records, and the proper ways to secure this information and/or release this information.

Brian Tuttle
  • Brian Tuttle
  • Time: 08:00 AM PDT | 11:00 AM EDT
  • Duration: 6 Hours
  • Price: ¤545.00
  • View Details

Thursday

20
August,
2026

ChatGPT for PowerPoint Essentials Made Easy

A customized practical PowerPoint example is provided with slides in sequence for each question posed to ChatGPT for demonstration and "hands-on" practice by attendees.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

20
August,
2026

Excel Table Mastery Design, Structure, and Sort Like a Pro

Tired of spreadsheets that fight you every step of the way?

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

20
August,
2026

Power BI Financial Reporting & Financial Analysis

Financial reporting no longer has to be manual, time-consuming, or error-prone. In this one-hour, hands-on webinar, you’ll learn how to use Microsoft Power BI to transform your financial data into dynamic dashboards that deliver instant clarity and actionable insights.

Tom Fragale
  • Tom Fragale
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

20
August,
2026

Financial Statement Ratio Analysis

The fear is real-many professionals nod in meetings where financials are discussed, but don't fully understand what the ratios mean or how they relate to strategic decisions.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

20
August,
2026

Excel Dashboards: Building Clear, Interactive Business Reports

A well-designed dashboard is an indispensable tool for transforming raw data into compelling visual insights. It empowers users to interpret complex information at a glance and make data-driven decisions.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

20
August,
2026

Avoid HIPAA Violations - Websites, Social Media, Tracking Tech, Patient Reviews

Healthcare is a profession and also a highly competitive business.

Paul R. Hales
  • Paul R. Hales
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

21
August,
2026

2026 HIPAA Training for the Compliance Officer

This webinar will be addressing how practice/business managers (or compliance offers) need to get their HIPAA house in order before the imminent audits occur with strong bipartisan backing in Washington.

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

21
August,
2026

Mastering Financial Data Visualization Excel Charting Techniques That Impress

Transform Complex Financial Data Into Clear, Compelling Visual Stories.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

21
August,
2026

Excel Lookup Mastery VLOOKUP, HLOOKUP, XLOOKUP & Beyond

Ready to transform how you work with data across spreadsheets?

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

21
August,
2026

Overview of Copilot for Power BI

AI is redefining what's possible in data analytics - and now you can combine the intelligence of Microsoft Copilot with Power BI to transform how insights are discovered, explained, and shared.

Tom Fragale
  • Tom Fragale
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

21
August,
2026

Accounting for Non-Accountants: Debit, Credits and Financial Statements

Fear of accounting often stems from not understanding the basics.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

24
August,
2026

Design Like a Pro SmartArt, Charts, and Organization Charts in PowerPoint

Join PowerPoint expert Ray for an immersive design journey that will transform your slides from ordinary to extraordinary.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

24
August,
2026

Excel PivotTable Power From Setup to Structure, Filters & Formatting

Tired of wasting hours sorting and filtering?

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

24
August,
2026

Understanding Financial Statements for Non-Financial Professionals

This training is your opportunity to eliminate that uncertainty.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

24
August,
2026

Excel Formulas: Essential Skills for Beginners

Are you new to Excel and struggling to understand formulas?

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

25
August,
2026

Healthcare AI - Transforming Patient Care with Artificial Intelligence

This 90-minute webinar will go into detail regarding your practice (or business) and the use of artificial intelligence (AI).

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

25
August,
2026

Understanding and Analyzing Financial Statements

This session is designed to eliminate that uncertainty.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

25
August,
2026

ChatGPT for Excel Add-in Essentials and AI Function Mastery

OPTION 1: Step into the future of Excel with this exciting webinar that introduces you to the ChatGPT for Excel Add-in, a powerful tool embedded directly into your spreadsheet environment. You'll learn how to install the add-in, navigate its user-friendly interface, and explore the available plans that best suit your needs.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

25
August,
2026

Mastering Outlook Calendars, Contacts, and Folders

Stop wrestling with clunky calendars and overflowing inboxes.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

25
August,
2026

Excel: Build Advanced Pivot Tables Using Power Pivot and the Data Model

Whilst Pivot Tables offer valuable data summarization features, they also have several limitations.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

26
August,
2026

Understanding the Finance & HR Implications for Your Organization

The relationship between finance and HR is one of the most critical-and often overlooked-drivers of organizational performance, risk management, and compliance.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

26
August,
2026

ChatGPT for Excel Made Easy - Smarter Filters, Charts and Calculations

Insights & Innovation Masterclass Focus:

Ray Evans
  • Ray Evans
  • Time: 08:30 AM PDT | 11:30 AM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

26
August,
2026

Mastering Project Essentials - Get Started the Right Way

Think you know Microsoft Project? Think again. This isn't just another how-to session - it's a masterclass in what really makes Project tick. Join Ray, a seasoned Project implementation specialist, as he reveals the system-level understanding that separates adequate users from scheduling experts.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

26
August,
2026

Build Powerful Word Documents with Indexing and Bookmarking Tools

Join Microsoft Word expert Ray for a game-changing session that will transform how you handle long documents forever. If you've ever wasted hours manually creating indexes or struggled to keep them updated, this webinar is your golden ticket to working smarter, not harder.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

26
August,
2026

Excel: Power Query - Automate Your Data Prep and Save Hours

If your spreadsheets are full of inconsistent data, awkward formatting, or endless copy-paste routines, you need Power Query!

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

27
August,
2026

6-Hour Virtual Seminar on Bootcamp on Excel

In this seminar, you will learn how to take your raw data, and create meaningful reports using the powerful tools in Microsoft Excel.

Tom Fragale
  • Tom Fragale
  • Time: 08:00 AM PDT | 11:00 AM EDT
  • Duration: 6 Hours
  • Price: ¤545.00
  • View Details

Thursday

27
August,
2026

Professional Word Document Design Using Styles and Table of Contents

Transform chaotic documents into polished, professional reports in minutes! In this power-packed session, Ray will reveal the hidden tricks that turn Word into your most efficient document creation tool. Whether you're preparing a thesis, business proposal, or lengthy report, these skills will save you hours of manual formatting.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

27
August,
2026

Prompt Engineering in AI with ChatGPT and Excel - A Practical Masterclass

Productivity & Professional Masterclass: Prompt Engineering means giving AI clear, structured instructions so it produces consistent, professional-grade answers. Put simply, it’s how you guide AI to work like a skilled assistant instead of generating unpredictable responses.

Ray Evans
  • Ray Evans
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Thursday

27
August,
2026

Email & Texting PHI - HIPAA, TCPA, and CMS Compliance

Health Care Providers, Health Plans and Business Associates only need to follow a simple "3-Step Safeguard" for emails and text messages to avoid violating HIPAA, administered by the Office for Civil Rights of the U.S. Department of Health and Human Services (HHS), and text message violations of the TCPA (Telephone Consumer Protection Act), administered by the Federal Communications Commission (FCC).

Paul R. Hales
  • Paul R. Hales
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

28
August,
2026

HR - Excel Defined Names - Better HR Analytics, Reduce Errors, Save Time

HR Productivity & Efficiency Focus: Too often, HR professionals waste hours fixing messy spreadsheets filled with $A$1 references. In this engaging webinar, Ray demonstrates how Defined Names turn those same spreadsheets into clean, professional tools. Whether it’s headcount tracking, training records, or payroll reports, you’ll discover practical ways to save time, improve collaboration, and boost productivity in every HR task.

Ray Evans
  • Ray Evans
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

31
August,
2026

Excel: Work Smarter with These 10 Functions

Excel has changed. Have you? Over the past few years, Microsoft has added a wave of powerful new functions that simplify tasks, streamline formulas, and make your spreadsheets more dynamic than ever. If you're still relying solely on old favourites like VLOOKUP, IF, and COUNTIF, you're missing out on what's now possible.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Monday

31
August,
2026

How to Conduct a HIPAA Security Risk Assessment for the Small Practice or Business Associate

This course will cover the proper methodologies on conducting a HIPAA Risk Assessment based on the formula used by Federal auditors and via the guidelines of the NIST (National Institute of Standard for Technologies).

Brian Tuttle
  • Brian Tuttle
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

02
September,
2026

Excel + AI: Practical Uses of Copilot in Excel

Discover the smarter way to work with Excel. Microsoft Copilot is now more powerful and integrated than ever, capable of automating tasks, generating complex formulas, analyzing data, and even building entire reports from simple prompts. This hands-on session will show you how to put AI to work directly inside Excel, saving time and enhancing accuracy.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

03
September,
2026

Excel + AI: Practical Uses of Claude in Excel

AI isn't just a buzzword - it's a game-changer for Excel users.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

07
September,
2026

HR Finance 101: A Guide to Finance for HR

HR professionals are increasingly expected to understand not only workforce management but also the financial implications of their decisions.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

08
September,
2026

3-Hour Virtual Seminar on Understanding Financial Statements Using Claude & Other AI Tools

Understanding financial statements is essential for effective decision-making, yet many professionals struggle to interpret and apply the information contained within them.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 3 Hours
  • Price: ¤299.00
  • View Details

Wednesday

09
September,
2026

3-Hour Virtual Seminar on Understanding Accounting & Financial Using Claude & Other AI Tools

Understanding accounting and financial information is essential for effective decision-making across all areas of an organization.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 3 Hours
  • Price: ¤299.00
  • View Details

Thursday

10
September,
2026

3-Hour Virtual Seminar on Understanding Accounting Using Claude & Other AI Tools

Accounting forms the foundation of financial reporting and business operations, yet many professionals find it difficult to understand how accounting systems work and how financial information is generated.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 3 Hours
  • Price: ¤299.00
  • View Details

Friday

11
September,
2026

How Accountants can use Claude Effectively

Accounting professionals are increasingly being asked to manage larger volumes of information, communicate more clearly, and work more efficiently across reporting, reconciliation, documentation, and financial review processes.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

14
September,
2026

Internal Controls in Accounts Payable

This session is designed to help you recognize these risks and take action.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

15
September,
2026

Claude for CPAs and Finance Professionals

Artificial intelligence tools are increasingly becoming part of everyday work across accounting, finance, advisory, and reporting functions.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

15
September,
2026

Accounting Principles: Types, GAAP and IFRS Explained

"What Is GAAP? (Definition, 10 Principles, Compliance)" gives participants a clear, practical, and structured understanding of the foundation of U.S. financial reporting.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

16
September,
2026

Using Claude for Budgeting and Financial Planning

Budgeting and financial planning require finance professionals to organize large amounts of information, evaluate assumptions, explain financial outcomes, and support strategic decisions.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

16
September,
2026

EBITDA vs GAAP vs IFRS: What Your Business Needs to Know

"EBITDA vs GAAP vs IFRS: What Your Business Needs to Know" provides a practical, structured guide to understanding how EBITDA fits within formal accounting frameworks and what that means for business analysis and decision-making.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

17
September,
2026

Finance and Accounting 101 Simplified

Finance & Accounting 101 Simplified strips away the jargon and explains key financial and accounting concepts in everyday terms.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

17
September,
2026

Budgeting & Forecasting Basics: Build a Rolling 12-Month Model

Budgeting and forecasting are at the heart of sound financial management.

Justin Muscolino
  • Justin Muscolino
  • Time: 12:00 PM PDT | 03:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

17
September,
2026

Excel PivotTables: Core Skills and Techniques

Pivot Tables are one of Excel’s most powerful and misunderstood tools but once you know how to use them, they can transform how you analyse and report on data. In just a few clicks, you can summarise thousands of rows into meaningful, dynamic reports - no formulas required.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Friday

18
September,
2026

Normalizing EBITDA: Adjustments, One-Time Items, and True Operational Performance

Normalized or adjusted EBITDA is widely used to represent a company's "true" operational earnings.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

21
September,
2026

Power BI: Getting Started - From Raw Data to Shareable Reports

Are you ready to embark on a journey that will revolutionize the way you work with data? Welcome to "Power BI for Beginners - Turn Data into Decisions".

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Monday

21
September,
2026

Accounting for Non-Accountants: Debit, Credits and Financial Statements

Fear of accounting often stems from not understanding the basics.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

22
September,
2026

Forecasting EBITDA: Building Better Projections and Financial Models

Forecasting EBITDA is both an analytical and strategic exercise.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

23
September,
2026

Excel Dashboards: Building Clear, Interactive Business Reports

A well-designed dashboard is an indispensable tool for transforming raw data into compelling visual insights. It empowers users to interpret complex information at a glance and make data-driven decisions.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

23
September,
2026

How Private Equity Thinks About EBITDA: Valuation Multiples & Deal Dynamics

Private equity firms rely heavily on EBITDA to assess value, structure transactions, and drive returns.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Thursday

24
September,
2026

Electronic Payment Fraud Prevention Best Practices

This session will equip you with the knowledge and tools needed to identify risks, strengthen internal processes, and implement practical safeguards.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Friday

25
September,
2026

Boost Financial Analysis with Claude in Excel

Financial analysis often begins in Excel but does not end there.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Monday

28
September,
2026

Excel: Power Query - Automate Your Data Prep and Save Hours

If your spreadsheets are full of inconsistent data, awkward formatting, or endless copy-paste routines, you need Power Query!

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details

Monday

28
September,
2026

Financial Storytelling: Presenting Your Numbers with Confidence

This training helps you bridge the gap between financial analysis and impactful communication.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Tuesday

29
September,
2026

Understanding Generally Accepted Accounting Principles (GAAP)

This course provides a clear and practical introduction to Generally Accepted Accounting Principles (GAAP), the foundation of financial reporting in the United States.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

30
September,
2026

Understanding Financial Statements for Non-Financial Professionals

This training is your opportunity to eliminate that uncertainty.

Justin Muscolino
  • Justin Muscolino
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 60 Minutes
  • Price: ¤149.00
  • View Details

Wednesday

30
September,
2026

Excel: Work Smarter with These 10 Functions

Excel has changed. Have you? Over the past few years, Microsoft has added a wave of powerful new functions that simplify tasks, streamline formulas, and make your spreadsheets more dynamic than ever. If you're still relying solely on old favourites like VLOOKUP, IF, and COUNTIF, you're missing out on what's now possible.

Mike Thomas
  • Mike Thomas
  • Time: 10:00 AM PDT | 01:00 PM EDT
  • Duration: 90 Minutes
  • Price: ¤149.00
  • View Details




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