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

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

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

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.

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

HR professionals are increasingly expected to understand not only workforce management but also the financial implications of their decisions. From hiring and compensation to benefits and retention strategies, nearly every HR activity has a direct impact on organizational costs, budgeting, and overall financial performance.

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

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

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

"From Blank Page to Final Draft" is a practical course focused on everyday professional documents such as reports, proposals, policies, and briefs. The session moves through the entire document lifecycle, beginning with strategies to overcome writer's block by using simple prompts to generate initial structure and headings.

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

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

This session is designed for customer service representatives, sales professionals, account managers, client success teams, and anyone else whose job involves communicating directly with customers. It provides a practical, hands-on introduction to using Claude - Anthropic's advanced AI assistant - to communicate more effectively, respond more efficiently, and deliver a consistently excellent customer experience.

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

Fear of accounting often stems from not understanding the basics.

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

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

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

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

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

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

If your organization, be it a hospital, physician practice, DME provider, or any other provider offering healthcare services or supplies, engages in marketing its product or services, care must be taken to ensure that the organization does not run afoul of the Anti-Kickback Statute.

• William Mack Copeland
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
• View Details

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

This is a practical, hands-on transformation session focused on replacing manual spreadsheet tasks with high-efficiency AI tools. Participants will move beyond theoretical overviews to see exactly how Gen AI can replicate and enhance core Excel functions like SUM, VLOOKUP, and pivot tables.

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

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

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

Discover how to turn complex data into clear, actionable insights-fast! PivotTables are one of Excel’s most powerful tools, allowing you to instantly summarize, filter, group, and analyze large data sets with just a few clicks.

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

This practical, workflow-based course is designed to transform how you handle data. It shifts the focus from "how to use a tool" to "how to generate insights". We begin by rethinking the BI workflow in the AI era, understanding where ChatGPT excels and where human collaboration remains essential.

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

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

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

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

Unlock the Power of Excel for Finance & Accounting!

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

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

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

This course provides a clear, practical roadmap for designing, deploying, and managing AI systems within a responsible framework. It covers the entire spectrum of AI oversight, from understanding foundational ethical principles like fairness and transparency to navigating the complex global regulatory landscape.

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

This 60-minute webinar is designed to provide HR professionals and management teams with a practical, accessible introduction to using AI - specifically Claude AI - as a tool for enhancing workplace performance, decision-making, and operational efficiency.

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

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

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

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

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

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

The "Simplify Project Management" webinar is designed specifically for non-experts who need to get work done without the fluff of formal certifications. The session breaks down the lifecycle of a project into manageable stages that anyone can apply to their daily work.

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

Discover how AI can supercharge your project management workflows.

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

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

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

In a world defined by complexity, linear thinking no longer works.

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

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

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

Healthcare is a profession and also a highly competitive business.

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

Transform Complex Financial Data Into Clear, Compelling Visual Stories.

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

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

• William Mack Copeland
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
• View Details

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

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

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

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

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

"Creative Data Thinking: Blending Analytics with Storytelling and Design" is a hands-on, workshop that bridges the gap between data literacy and creative communication.

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

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

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

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

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

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

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

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

"Learning How to Learn: The Polymath Approach to Lifelong Growth" is an immersive webinar designed to help participants master the art and science of learning itself-not just for professional upskilling, but for continuous personal evolution.

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

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

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

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

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

This webinar will focus on cases and enforcement actions taken by the HHS OIG and its law enforcement partners in 2021.

• William Mack Copeland
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
• View Details

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

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

• Justin Muscolino
• Time: 09:00 AM PDT | 12:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
• View Details

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

"The Age of the Hybrid Professional" is a focused, two-hour learning experience designed for ambitious professionals who want to thrive at the intersection of AI, data literacy, and design thinking.

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

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

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

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

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

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

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

The Polymath Mindset: Thriving at the Intersection of Technology, Creativity, and Strategy is a fast-paced, hands-on, webinar that helps professionals think and operate like modern polymaths. You’ll learn how to combine technical literacy, creative problem-solving, and strategic judgment to tackle ambiguous challenges, spot non-obvious opportunities, and communicate ideas that move people to action. Expect frameworks you can reuse, mini-cases, and quick exercises that build confidence across disciplines.

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

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

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

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

This comprehensive 3-hour virtual seminar is the most complete training available for professionals who want to use Claude AI to dramatically boost their productivity within Microsoft 365.

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

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

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

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

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

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

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

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

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

In a world defined by complexity, linear thinking no longer works.

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

This webinar will focus on cases and enforcement actions taken by the HHS OIG and its law enforcement partners in 2021.

• William Mack Copeland
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
• View Details

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

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

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

"Creative Data Thinking: Blending Analytics with Storytelling and Design" is a hands-on, workshop that bridges the gap between data literacy and creative communication.

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

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

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

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

Fear of accounting often stems from not understanding the basics.

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

Most disciplinary policies are progressive. A progressive policy applies increasingly more severe sanctions to additional incidents of bad behavior.

• William Mack Copeland
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
• View Details

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

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

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

Unlock the Power of Excel for Finance & Accounting!

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Transform Complex Financial Data Into Clear, Compelling Visual Stories.

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

Ready to transform how you work with data across spreadsheets?

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

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

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

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

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

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

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

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

Tired of wasting hours sorting and filtering?

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

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
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
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This program will discuss the Federal Anti-Kickback Statute, what it prohibits, its penalties, its scope and its exceptions.

• William Mack Copeland
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
• View Details

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

This training is your opportunity to eliminate that uncertainty.

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

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

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

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
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 90 Minutes
• Price: ¤149.00
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This training helps you bridge the gap between financial analysis and impactful communication.

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

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

• William Mack Copeland
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
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This session is designed to help you recognize these risks and take action.

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

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

• Justin Muscolino
• Time: 12:00 PM PDT | 03:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
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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
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 90 Minutes
• Price: ¤149.00
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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
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
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"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
• Time: 12:00 PM PDT | 03:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
• View Details

Stop wrestling with clunky calendars and overflowing inboxes.

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

"What Is GAAP? (Definition, 10 Principles, Compliance)" gives participants a clear, practical, and structured understanding of the foundation of U.S. financial reporting. Rather than diving into technical accounting calculations, this training focuses on the purpose, principles, and compliance expectations that shape how financial statements are created and interpreted.

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

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

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

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
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
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Budgeting and forecasting are at the heart of sound financial management. But while many organizations still rely on static annual budgets, these tools often fall short in fast-changing environments. A rolling 12-month model offers a dynamic alternative, providing continuous visibility into financial performance and keeping leadership aligned with evolving business conditions.

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

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

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

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

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

• Justin Muscolino
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
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Power BI is transforming how finance professionals manage reporting, analysis, and decision support. With its ability to connect multiple data sources, create dynamic dashboards, and visualize trends instantly, it’s quickly becoming a must-have tool for CPAs and finance teams.

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

Insights & Innovation Masterclass Focus:

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

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

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

Power BI is transforming how organizations approach financial reporting and analysis. With its ability to connect data from multiple sources, create dynamic dashboards, and visualize trends in real time, it’s quickly becoming a must-have tool for finance professionals - not just data teams.

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

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
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
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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
• Time: 12:00 PM PDT | 03:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
• View Details

This session is designed to eliminate that uncertainty.

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

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

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

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

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

"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. This session is designed for professionals who are new to GAAP or who want a refresh that focuses on practical understanding rather than complex accounting calculations.

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

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

Insights & Innovation Masterclass Focus:

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

If your organization, be it a hospital, physician practice, DME provider, or any other provider offering healthcare services or supplies, engages in marketing its product or services, care must be taken to ensure that the organization does not run afoul of the Anti-Kickback Statute.

• William Mack Copeland
• Time: 10:00 AM PDT | 01:00 PM EDT
• Duration: 60 Minutes
• Price: ¤149.00
• View Details