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.
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.
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.
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.
There are only so many minutes in an hour, hours in a day, days in a month, and months in a year. It is possible to comfortably "squeeze it all in" by following basic tips to help prioritize, prepare, and execute intentional and desired activities.
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- and shows you how to achieve the same results using Claude and Excel directly when add-in tools are unavailable, outdated or cost-prohibitive.
Budgeting and financial planning require finance professionals to organize large amounts of information, evaluate assumptions, explain financial outcomes, and support strategic decisions.
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.
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.