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6-Hour Virtual Seminar on The Use of Drug Master Files & Quality Agreements: Understanding and Meeting your Regulatory and Processing Responsibilities

This combined DMF (Drug Master Files) and Quality Agreement training will discuss the advantages for suppliers and drug product manufacturers in developing these arrangements together.

6-Hour Virtual Seminar on The EU Clinical Trial Regulation - EU Filings & Registrations

This course covers the requirements for conducting Clinical Studies across the EU via the requirements of the EU Clinical Trial Regulation (for Drugs & Biologics).

The Importance of Packaging and Labeling in Pharmaceutical Product Development

Occupying a critical position in the success or failure of any pharmaceutical product launch, Packaging and Labeling form a bridge between the conception of a product and its realization and distribution.

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- and shows you how to achieve the same results using Claude and Excel directly when add-in tools are unavailable, outdated or cost-prohibitive.

Outlook Email Calendar & Contacts Essentials Masterclass

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

How Attorneys can use Adobe Acrobat's AI Assistant to Review and Draft Legal Files

This practical webinar explores how attorneys and legal professionals can use Adobe Acrobat's AI Assistant to work more efficiently within legal PDFs and document-heavy workflows.

Beyond Read-and-Sign: Fix Training Failure, Reduce Errors, and Prove Competence

Training is one of the most frequently cited controls in regulated life sciences environments.

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.

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.

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.

ChatGPT for Project Management: Eliminate Planning Delays, Reporting Burden, and Tracking Chaos

This webinar will begin with an introduction to the fundamentals of project management, tailored specifically for those who may not have formal training in the field.

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.

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.

Unlock Excel Power with Microsoft Copilot

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

Design History Files (DHF), Device Master Records (DMR), Device History Records (DHR), Technical Documentation Files - The US FDA and EU MDR Requirements

It will also consider the European Union's MDR Technical Documentation requirements, and evaluate the document's differing purposes / goals, as well as the two different device classification schemes. Required and desirable contents will be discussed.

6-Hour Virtual Seminar on Project Management for Non-Project Managers

What do you do? Here is a common scenario. You are three years out of college in your first engineering job. You are sitting in a meeting about the introduction of a new packaging line in your pharmaceutical plant.

4-Hour Virtual Seminar on Why GMP Execution Fails on the Manufacturing Floor - and What Actually Builds Operator Performance

GMP compliance is often treated primarily as a documentation and procedural control system. Organizations develop SOPs, conduct training, implement investigations, manage deviations, and establish oversight structures intended to ensure regulatory compliance.

2-Hour Virtual Seminar on Early Warning Signs of Construction Claims & Disputes

Construction claims and disputes rarely emerge without warning. They typically stem from a sequence of events, decisions, omissions, or project conditions that develop over weeks, months, or even years.

Personal Finance Concepts Everyone Should Know

This practical webinar introduces the key personal finance concepts that everyone should know in order to make smarter financial decisions. Attendees will learn the basics of budgeting, saving, debt management, credit, investing, retirement planning, taxes, and insurance.

Admin Management with Microsoft AI and Automation

Discover how to supercharge your administrative processes using Microsoft AI and automation tools. From scheduling and data management to report generation, this webinar will teach you practical strategies for optimizing your workflows.

21 CFR Part 11 - Compliance for Electronic Records and Signatures

This Webinar will explain what 21 CFR Part 11 is, why it is important to FDA-regulated companies, and how conformance to Part 11 differs from just having good IT security.

AI Governance for Medical Device Manufacturers

FDA will take a risk-based approach to specific testing needs and applicable recommendations to support marketing submissions for AI-enabled devices. A “device software function” is a software function that meets the device definition in section 201(h) of the Federal Food, Drug, and Cosmetic Act (FD&C Act).

Inspection Readiness 2.0: Close Critical Gaps Before AI-Driven FDA and EMA Audits Expose Them

Regulatory inspections are shifting from on-site, document-driven reviews to data-targeted, analytics-informed evaluations.

Lead Like It Matters: The Mindset Shift That Changes Everything

Most leaders aren’t stuck because of strategy. They’re stuck because of how they’re thinking.

Excel for Financial Analysis Beyond Basic Formulas

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

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

Unlock the Power of Excel for Finance & Accounting!

Agile Lean Six Sigma - Hacking Lean Six Sigma for Results

Modern performance improvement has a lot in common with software development.

Managing & Drafting Legal Documents with Claude AI

This webinar explores how legal professionals can use Anthropic's Claude AI to support both the drafting and management of legal documentation within modern legal practice environments.

HPLC Analytical Method Development and Validation

Instrumental liquid chromatography is an analysis are widely used to determine purity, the impurities, and the degradation products of pharmaceuticals.

ChatGPT for Construction Estimation

This webinar focuses on the practical application of ChatGPT within construction estimation. It explores how AI can be used to support key estimating tasks such as cost breakdowns, scope clarification, documentation, and data interpretation.

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.

Excel Spreadsheets - Step-By-Step Instructions for Ensuring Data Integrity

This interactive webinar explains how to configure and validate a GxP compliant spreadsheet applications to avoid FDA 483s.

QSR to QMSR Survival Guide: Fix Compliance Gaps Before FDA Finds Them

The FDA's transition from the long-standing Quality System Regulation (QSR) to the new Quality Management System Regulation (QMSR) represents a major shift in how medical device manufacturers are expected to structure and demonstrate their quality systems.

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.

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

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

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.

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.

Microsoft Copilot 365 AI Tool For Lawyers

Learn how Copilot, Microsoft’s powerful AI tool, can summarize and automate tasks to save the Lega Professional time and increase their productivity. Includes live demonstrations using legal examples. Demonstrations will show Copilot in action in Word, Outlook, PPT, Excel and other applications.

Using AI in Your Law Practice: A Step-by-Step Guide

This practical webinar provides a step-by-step guide to using AI tools within modern legal practice.

How to use AI in Financial Reporting for Corporations

This practical webinar explores how corporations can use AI to improve financial reporting processes. Attendees will learn how AI can support data gathering, reconciliations, commentary drafting, variance analysis, anomaly detection, close processes, and report generation.

Strategies To Prevent the Manufacture and Distribution of Substandard Medications

Substandard product can exist even if the product itself is manufactured according to quality standards.

Mastering Financial Data Visualization Excel Charting Techniques That Impress

Transform Complex Financial Data Into Clear, Compelling Visual Stories.

Excel Lookup Mastery VLOOKUP, HLOOKUP, XLOOKUP & Beyond

Ready to transform how you work with data across spreadsheets?

4-Hour Virtual Seminar on Beyond Compliance: Why Life Science Operations Collapse After Go-Live

Many life science implementation projects are judged successful based on whether systems passed validation, met startup timelines, satisfied regulatory expectations, or achieved initial production targets.

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.

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.

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.

Power BI Financial Reporting & Financial Analysis: A to Z

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

Understanding and Analyzing Financial Statements

This session is designed to eliminate that uncertainty.

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.

Using a Learning Management System (LMS) to Develop Pharma Training Curricula

Learning Management Systems (LMSs) are important tools for assuring and demonstrating that Pharma employees maintain their training, and their GMP compliance, up to date.

AI Risk Management for Medical Devices

Expectations for meaningful hazard analysis, hazardous conditions, use errors and corrections, design conterol of new and changed product, and documentation have always existed by regulatory agencies.

Non-Project Managers: Stop Scope Creep and Define the Right Work Fast

This webinar will walk the participant through the entire process of decomposing a project's tasks into workable schedulable elements called work packages.

3-Hour Virtual Seminar on Master Validation Plan: The Unwritten Requirements

Verification and validation requirements have always been part of the US FDA's GMPs.

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.

4-Hour Virtual Seminar on How to Write Better Communications and Emails

Good leaders walk the talk, but they also write right. They know how to say in a few words what needs to be said in crisp, clear language.

Copilot for Business Professionals

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

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.

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.

AI's Errors May Be Impossible to Eliminate - What That Means for Its Use in the FDA

Artificial Intelligence (AI) is rapidly transforming regulated industries, including pharmaceuticals, medical devices, and biologics.

FDA Regulation of Artificial Intelligence/ Machine Learning

AI/ ML will revolutionize medicine by making diagnosis and treatment more accessible and more effective.

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.

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.

AI in Drug Development

The US FDA has announced steps toward a new regulatory policy and framework specifically tailored to promote the development of safe and effective drugs using advanced artificial intelligence / machine learning algorithms by the regulated industry.

Excel PivotTable Power From Setup to Structure, Filters & Formatting

Tired of wasting hours sorting and filtering?

4-Hour Virtual Seminar on Medical Device Single Audit Program [MDSAP] Implementation & Participating Country Regulatory Processes: U.S., Canada, Brazil, Australia and Japan

Global Medical Device Regulations continue to evolve, as devices become more diverse and sophisticated.

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.

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.

Excel For Microsoft 365 For Lawyers & Legal Professionals

Having Excel skills can give the legal professional an important advantage in today’s data driven world.

Using Claude AI for Creating Customized Legal Documents

This webinar explores how legal professionals can use Anthropic’s Claude AI to support the creation and refinement of customised legal documents within professional legal environments.

Claude for Construction Estimation

This session gives construction estimators and project managers a practical, structured understanding of how Claude AI can support the estimation process from start to finish.

Data Integrity: Compliance with 21 CFR Part 11, SaaS-Cloud, EU GDPR - AI

This webinar describes exactly what is required for compliance with Computer Software Assurance guidance, 21 CFR Part 11, and the European equivalent Annex 11 for local, and SaaS/Cloud hosted applications.

How to Conduct a Human Factors/ Usability Validation

This webinar will explain the procedure described in ISO 62366, the FDA Guidance, and the new draft Guidance for a compliant human factors/ usability validation.

AI and the EU AI Act for Medical Devices

The Artificial Intelligence Act establishes a regulatory and legal framework for AI within the EU. It covers most AI systems, with exemptions for AI used only for military, national security, research purposes, or for non-professional use. The Act classifies AI applications by their risk of causing harm.

4-Hour Virtual Seminar on The DHF, DMR, DHR, EU MDR Technical Documentation Similarities, Differences, and The Future

One of our most popular seminars, continuously updated with the latest U.S. FDA and European Union requirements.

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.

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.

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.

How to Use AI to Draft Legal Documents: A Step-by-Step Guide

This webinar examines how AI tools can be incorporated into legal drafting workflows to support document preparation, drafting efficiency, clause development, and document review processes within professional legal environments.

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.

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.

The First FDA Warning Letter on AI: What It Means for Your Quality System

Artificial Intelligence (AI) is rapidly transforming regulated industries, from automated quality reviews and predictive maintenance to complaint handling and CAPA management.

Strategies to Combat Counterfeit Drugs and Other Supply Chain Threats

This webinar is designed to provide an overview of the problem of counterfeit drugs and suggest ways to combat it, some that have been employed for years and others that have been developed more recently.

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.

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.

Mastering Outlook Calendars, Contacts, and Folders

Stop wrestling with clunky calendars and overflowing inboxes.

Non-Project Managers: Regain Control of Late, Overbudget, and Off-Track Projects

This webinar will begin by discussing the eleven PM monitoring and controlling processes that are the foundation of the project management processes.

Device Changes, FDA Changes, and the 510(k)

This webinar will provide valuable guidance to regulated companies in development and implementation of formal, defined, documented methods for analysis of product changes and when to file a new 510(k).

ChatGPT vs Claude vs Microsoft Copilot for Business Professionals

Confused about which AI assistant is right for your work? This practical session cuts through the hype and shows you exactly what each of the three major AI tools does best.

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.

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

Insights & Innovation Masterclass Focus:

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.

4-Hour Virtual Seminar on Human Error Is a System Problem: Identifying the Operational Conditions That Create Deviations

Many deviation investigations stop at conclusions such as "operator error," "failure to follow procedure," or "lack of attention to detail."

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.

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.

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.

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.

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.

Medical Device Software Validation Meeting: FDA Regulations

This course will teach how to conduct a software validation program for medical devices containing software that will satisfy FDA requirements and produce a safe product.

AI for Legal Research: Tools and Best Practices

Learn how to use AI tools like Claude and ChatGPT to enhance legal research workflows, identify relevant authority, and analyze legal issues more efficiently.

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.

Human Error Reduction Techniques for Floor Supervisors

Supervision plays a crucial role in Human Error Reduction and Control.

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.

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.

Data Integrity: Compliance with 21 CFR Part 11, SaaS-Cloud, EU GDPR - AI

This webinar describes exactly what is required for compliance with Computer Software Assurance guidance, 21 CFR Part 11, and the European equivalent Annex 11 for local, and SaaS/Cloud hosted applications.

AI in Software as a Medical Device (SaMD)

The artificial intelligence technologies granted FDA marketing authorization and cleared by the Agencyhave mostly been "locked" algorithms that don’t continually adapt or learn every time the algorithm is used.

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.

Excel + AI: Practical Uses of Claude in Excel

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

How to Formally Measure Training Effectiveness

Training programs have evolved through time.

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.

Medical Device Changes and the 510(k)

This webinar will provide valuable guidance to regulated companies in development and implementation of formal, defined, documented methods for analysis of product changes and when to file a new 510(k).

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.

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.

ChatGPT and CoPilot for Project Management

Discover how AI can supercharge your project management workflows.

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.

Financial Storytelling: Presenting Your Numbers with Confidence

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

Unlock Excel Power with Microsoft Copilot

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

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.

6-Hour Virtual Seminar on Effective Technical Writing in the Life Sciences

This virtual seminar will begin with a general discussion of technical writing and its role within the life sciences.

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

Fear of accounting often stems from not understanding the basics.

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.

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.

AI for Medical Device Design Controls

This webinar will provide valuable guidance to regulated companies in development and implementation of Design Control Planning and Techniques for new product development under Design Control, ISO 13485 7.3. Product AI requirements, abd using AI to assist in Design Control documentation will also be discussed.

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.

Understanding EBITDA: A Key Financial Metric

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

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.

AI in GMP: What the FDA is Already Expecting (Before You Ask)

Artificial Intelligence (AI) is rapidly becoming part of daily operations in GMP-regulated industries, from automated documentation reviews and predictive analytics to deviation investigations and training systems.

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.

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.

FDA Regulation of Artificial Intelligence / Machine Learning

AI/ ML will revolutionize medicine by making diagnosis and treatment more accessible and more effective.

CoPilot for Business Professionals

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

How to Reduce Human Error in a GMP Manufacturing/Floor

If you work in the GMP regulated industry you not only need to address human error deviations because they are an inconvenience, you must do it because the regulation requires it.

Microsoft 365 Copilot for Business Professionals

Option 1 - Copilot Foundations and Everyday Productivity Focus: Turn Microsoft 365 Copilot into a daily time-saver, not just a novelty.

4-Hour Virtual Seminar on Credit Risk Management- Principles and Practices, Tools and Techniques

Credit Risk Management is the function that ensures the organization is balancing its risk appetite with its risk tolerance to attain the organization’s desired credit risk objectives.

Understanding EBITDA - Definition, Formula & Calculation

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

Power BI for CPAs and Finance Professionals

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

Outlook Email Calendar Contacts Essentials Masterclass

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

Copilot and Project Management

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

Medical Device Software Validation Meeting: FDA Regulations

This course will teach how to conduct a software validation program for medical devices containing software that will satisfy FDA requirements and produce a safe product.

Microsoft Copilot for Excel: From Beginner to Advanced

Option 1 - Beginner to Advanced Excel Skills Focus: This session, led by Ray, takes you from your first Copilot prompt in Excel to genuinely advanced analysis.

ChatGPT for CPAs and Finance Professionals

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

Power BI Financial Reporting & Financial Analysis: A to Z

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

4-Hour Virtual Seminar on The Hidden Disconnect Between Procedures, Workforce Capability, and Real-World Performance in GMP Operations

Many GMP organizations operate under the assumption that documented procedures and completed training activities are sufficient to ensure compliant execution.

2-Hour Virtual Seminar on the 6 Most Common Problems in FDA Software Validation and Verification

This Seminar describes the validation planning process with particular emphasis on avoiding six common pitfalls. Increased use of software from automated manufacturing and quality systems means increased exposure.

ChatGPT and CoPilot for Salespeople

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

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.

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.

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.

How to Implement an Effective Human Error Investigation Program

If you work in the GMP-regulated industry, you not only need to address human error deviations because they are an inconvenience, but you must do it because the regulation requires it.

ChatGPT vs Claude vs Microsoft Copilot for Everyday Office Productivity

Option 1 - Head-to-Head Productivity Focus: Ray puts ChatGPT, Claude and Microsoft Copilot side by side and shows exactly where each one earns its place in your workday.

Financial Discipline & Cash Flow Management

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

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.

6-Hour Virtual Seminar on The EU Clinical Trial Regulation - EU Filings & Registrations

This course covers the requirements for conducting Clinical Studies across the EU via the requirements of the EU Clinical Trial Regulation (for Drugs & Biologics).

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.

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.

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.

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.

ChatGPT for Project Management: Eliminate Planning Delays, Reporting Burden, and Tracking Chaos

This webinar will begin with an introduction to the fundamentals of project management, tailored specifically for those who may not have formal training in the field.

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.

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.

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.

4-Hour Virtual Seminar on Inspection Readiness vs. Operational Reality: What FDA Investigators See That Companies Miss

Many inspection readiness programs are built around documentation review, mock audits, employee interview preparation, CAPA closure activities, and procedural verification exercises.

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.

AI for FDA 510(k) Submission Preparation

The artificial intelligence technologies granted FDA marketing authorization and cleared by the Agency are generally called “locked” algorithms that don’t continually adapt or learn every time the algorithm is used.

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.

Mastering Outlook Calendars Contacts and Folders

Stop wrestling with clunky calendars and overflowing inboxes.

Generative AI for Administrative Professionals

Option 1 - Everyday Admin Productivity Focus: This session, led by Ray, shows administrative professionals exactly how generative AI fits into the work they already do.

The DHF, DMR, DHR, and the Technical Documentation File - The US FDA and EU MDR Requirements

This webinar will examine the existing requiements for theUS FDA's DHF - including its derivitive documents, the DMR and DHR, and the identical ISO 13485 7.3 D&DF.

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.

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.

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.

How to Prepare for and Host an FDA Inspection and Respond to 483s

In this webinar you will learn how to prepare for an inspection and how to respond to a 483 or Warning letter if you receive one.

Outlook Email Calendar & Contacts Essentials Masterclass

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

Excel for Financial Analysis Beyond Basic Formulas

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

AI Productivity Toolkit: ChatGPT, Claude & Microsoft Copilot

Get hands-on with the three AI tools business professionals rely on most.

Generative AI for Workplace Productivity

Generative AI tools are changing how work gets done - and this practical session shows you how to put them to work in your own day-to-day job.

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.

Medical Device Cybersecurity Following 2025 FDA Premarket Guidance

This webinar will explain the process of analyzing and minimizing cyber risks for premarket submissions.

Excel Spreadsheets - Step-By-Step Instructions for Ensuring Data Integrity

This interactive webinar explains how to configure and validate a GxP compliant spreadsheet applications to avoid FDA 483s.

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

Unlock the Power of Excel for Finance & Accounting!

AI Prompt Engineering for Business Professionals

Option 1 - Prompt Engineering Foundations Focus: This session, led by Ray, takes business professionals from vague requests to precise, reliable prompts.

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".

The Human Error Toolbox: A Practical Approach to Human Error

Human error is known to be the primary cause of quality and production losses in many industries.

AI Productivity Toolkit: ChatGPT, Claude & Microsoft Copilot

Get hands-on with the three AI tools business professionals rely on most. This practical session gives you a working toolkit for ChatGPT, Claude, and Microsoft Copilot - showing you not just what each one does, but exactly how to use them together to get through your workday faster.

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.

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.

6-Hour Virtual Seminar on The Use of Drug Master Files & Quality Agreements: Understanding and Meeting your Regulatory and Processing Responsibilities

This combined DMF (Drug Master Files) and Quality Agreement training will discuss the advantages for suppliers and drug product manufacturers in developing these arrangements together.

AI for Technical Documentation under EU MDR

This webinar will examine the existing and new EU and AI requirements for Technical Documentation - including derivative documents, the DMF and Lot Records (DHR).

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.

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.

5S for Operators and Human Error Reduction

Human error is the primary cause of quality and production losses in many industries.

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

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

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.

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.

Prompt Engineering for Business Professionals

Great AI results don't happen by accident they come from knowing how to ask.

OOS Investigations 2026: Find True Root Cause and Stop Endless Retesting

Conducting Out-of-Specification (OOS) Investigations is a focused, 60-minute webinar designed to help quality, laboratory, and manufacturing teams properly investigate test results that fall outside approved specifications.

Mastering Financial Data Visualization Excel Charting Techniques That Impress

Transform Complex Financial Data Into Clear, Compelling Visual Stories.

Excel Lookup Mastery VLOOKUP, HLOOKUP, XLOOKUP & Beyond

Ready to transform how you work with data across spreadsheets?

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.

6-Hour Virtual Seminar on Project Management for Non-Project Managers

What do you do? Here is a common scenario. You are three years out of college in your first engineering job. You are sitting in a meeting about the introduction of a new packaging line in your pharmaceutical plant.

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

Fear of accounting often stems from not understanding the basics.

AI for Advanced Excel Reporting and Automation

Option 1 - Advanced Automation Focus: This session, led by Ray, shows experienced Excel users how to hand off the repetitive parts of reporting to AI. You move through advanced formula generation, dynamic report templates and multi-sheet data consolidation, finishing with automated charts and genuine trend analysis across complex datasets.

4-Hour Virtual Seminar on Why Operators Bypass Procedures: Cognitive Load, Workflow Design, and Human Performance Failures

Organizations often assume that procedural compliance failures occur primarily because individuals choose not to follow instructions.

Microsoft Copilot for Advanced Excel Automation

Excel is powerful on its own pair it with Microsoft Copilot and it becomes a genuine time-saver.

AI for Dashboard Creation in Excel

Turn raw spreadsheets into clear, professional dashboards with AI doing the heavy lifting.

Excel Formulas: Essential Skills for Beginners

Are you new to Excel and struggling to understand formulas?

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.

Excel PivotTable Power From Setup to Structure, Filters & Formatting

Tired of wasting hours sorting and filtering?

Understanding Financial Statements for Non-Financial Professionals

This training is your opportunity to eliminate that uncertainty.

3-Hour Virtual Seminar on Master Validation Plan - The Unwritten Requirements

Verification and validation requirements have always been part of the US FDA's GMPs.

AI Validation Strategies in Medical Device Manufacturing

FDA Warning Letters and recent high-profile recalls indicate major cGMP deficiencies in many companies.

21 CFR Part 11 - Compliance for Electronic Records and Signatures

This Webinar will explain what 21 CFR Part 11 is, why it is important to FDA-regulated companies, and how conformance to Part 11 differs from just having good IT security.

Microsoft Copilot for Power BI: Advanced Analytics

Power BI is one of the most powerful analytics tools available - and Microsoft Copilot makes it dramatically faster to use. This practical session shows you how to tap Copilot inside Power BI to build reports, write DAX formulas, uncover insights, and answer data questions in plain English.

AI-Powered Dashboards with Power BI

Build smarter, more insightful Power BI dashboards with AI doing the heavy lifting. This practical session shows you how to combine Power BI with AI tools like Microsoft Copilot, ChatGPT, Claude, and others to turn raw data into clear, interactive dashboards - faster and with less technical effort.

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.

Cleaning Validation 2026: Prevent Failures, Repeat Work, and FDA Exposure

Cleaning Validation Simplified is a practical, 60-minute educational webinar designed for professionals who must ensure that equipment used in manufacturing, testing, and handling of regulated products is free from residues that may impact patient safety, product quality, or regulatory compliance.

Understanding and Analyzing Financial Statements

This session is designed to eliminate that uncertainty.

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.

Mastering Outlook Calendars, Contacts, and Folders

Stop wrestling with clunky calendars and overflowing inboxes.

AI for Dashboard Creation in Excel

Option 1 - Practical Dashboard Building Focus: This session, led by Ray, shows you how to build professional Excel dashboards with AI doing the heavy lifting. You structure data for reporting, generate the right charts and KPI summaries, then automate updates so your dashboard stays current without manual rework.

FDA Regulation of Artificial Intelligence / Machine Learning

AI/ ML will revolutionize medicine by making diagnosis and treatment more accessible and more effective.

AI for Project Managers

Project managers juggle plans, people, deadlines, and endless documentation - and AI can take a real load off. This practical session shows you how to use AI tools like ChatGPT, Claude, Microsoft Copilot, Google Gemini, and others to plan projects, track progress, communicate with stakeholders, and handle the paperwork that eats your day.

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!

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.

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

Insights & Innovation Masterclass Focus:

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.

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.

4-Hour Virtual Seminar on Medical Device Single Audit Program [MDSAP] Implementation & Participating Country Regulatory Processes: U.S., Canada, Brazil, Australia and Japan

Global Medical Device Regulations continue to evolve, as devices become more diverse and sophisticated.

AI for HR Operations

HR teams handle a huge volume of writing, documentation, and repetitive tasks - and AI can lighten that load significantly. This practical session shows HR professionals how to use AI tools like ChatGPT, Claude, Microsoft Copilot, Google Gemini, and others to streamline hiring, onboarding, policy work, employee communications, and everyday HR paperwork.

AI for Sales Productivity

Salespeople succeed by spending more time selling and less time on busywork - and AI makes that possible. This practical session shows you how to use AI tools like ChatGPT, Claude, Microsoft Copilot, Google Gemini, and others to research prospects, write outreach, handle follow-ups, and prep for calls in a fraction of the usual time.

Human Error Reduction Techniques for Floor Supervisors

Supervision plays a crucial role in Human Error Reduction and Control.

Claude for Workflow Automation

Claude is not just a chat interface-it's an ecosystem designed for professional workflows. This course teaches accounting and finance professionals how to architect persistent, repeatable Claude-powered processes that automate analysis, streamline reporting, and elevate advisory work. Participants will explore Claude Projects (persistent workflow environments), Artifacts (interactive applications), Voice Mode (conversational analysis), Cowork (multi-step automation), and native Excel integrations that embed Claude directly into spreadsheet work.

4-Hour Virtual Seminar on How to Write Better Communications and Emails

Good leaders walk the talk, but they also write right. They know how to say in a few words what needs to be said in crisp, clear language.

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.

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.

4-Hour Virtual Seminar on The DHF, DMR, DHR, EU MDR Technical Documentation Similarities, Differences, and The Future

One of our most popular seminars, continuously updated with the latest U.S. FDA and European Union requirements.

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.

Microsoft Copilot for Word: Creating Professional Documents Faster

Option 1 - Faster Document Creation Focus: This session, led by Ray, shows you how to create professional documents in Word significantly faster with Copilot. You start with the essentials, then draft reports, rewrite existing content, summarise long documents and apply consistent formatting - all with sharper prompts you'll keep using.

Microsoft Copilot Across Excel, Word, Outlook, Teams & PowerPoint

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

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.

4-Hour Virtual Seminar on SOP Writing, Training and Compliance in the Pharmaceutical Industry

Standard Operating Procedures (SOPs) are the basis for a large part of the day-to-day training that most pharmaceutical employees are required to perform.

Microsoft Copilot for Outlook and Email Productivity

Option 1 - Faster Inbox Management Focus: This session, led by Ray, shows you how to take real control of your inbox with Microsoft Copilot. You start with the essentials, then draft and reply to emails faster, summarise long threads, and triage your inbox so nothing important gets missed.

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.

Microsoft Copilot for PowerPoint

Option 1 - Faster Deck Creation Focus: This session, led by Ray, shows you how to build professional presentations significantly faster with Copilot. You start with the essentials, then generate a first draft deck from a document, redesign and refine slides, and add speaker notes - all with sharper prompts you'll keep using. By the end, you'll see exactly how this applies to the decks you present to clients or your team, with nothing left theoretical. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later.

AI Across Microsoft 365: Excel, Word, Outlook, Teams & PowerPoint

Option 1 - Complete Microsoft 365 Workflow Focus: This session, led by Ray, shows you how Copilot works across Excel, Word, Outlook and PowerPoint as one connected workflow, not four separate tools. You start with the essentials and licensing, then apply Copilot to real tasks in each app before learning to move context and content seamlessly between them. By the end, you'll see exactly how this applies to the mix of apps you move between every day, with nothing left theoretical. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later.

AI for Computer Software Assurance (CSA)

Software and related hardware design, development, verification and validation is difficult to manage, document and control, and especially so with AI implementations.

How to Conduct a Human Factors / Usability Validation

This webinar will explain the procedure described in ISO 62366, the FDA Guidance, and the new draft Guidance for a compliant human factors/ usability validation.

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.

Automating Daily Office Tasks with Microsoft Copilot

Option 1 - Practical Daily Automation Focus: This session, led by Ray, shows you exactly which daily office tasks are worth automating with Copilot, and how. You move through automating document drafting, data cleanup and routine email, then build repeatable prompt-based workflows you can rely on every day. By the end, you'll see exactly how this applies to the repetitive tasks that fill your day, with nothing left theoretical. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later.

AI for Administrative Workflow Automation

Option 1 - Complete Workflow Automation Focus: This session, led by Ray, helps administrative professionals map their current workflow and identify exactly where AI can take over the repetitive parts. You automate correspondence, meeting notes, scheduling and task tracking, then bring it all together into one reliable, repeatable system. By the end, you'll see exactly how this applies to your own administrative workflow, with nothing left theoretical. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to your own administrative workflow, ready to use straight away.

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.

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.

Risk Management for AI in Medical Devices: Insights from FDA's Lifecycle Management Draft Guidance

The artificial intelligence technologies granted FDA marketing authorization and cleared by the agency so far are generally called "locked" algorithms that don't continually adapt or learn every time the algorithm is used.

Excel + AI: Practical Uses of Claude in Excel

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

How to Formally Measure Training Effectiveness

Training programs have evolved through time.

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.

ChatGPT and CoPilot for Project Management

Discover how AI can supercharge your project management workflows.

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.

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.

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.

Medical Device Software Validation Meeting: FDA Regulations

This course will teach how to conduct a software validation program for medical devices containing software that will satisfy FDA requirements and produce a safe product.

How to Reduce Human Error in a GMP Manufacturing/Floor

If you work in the GMP regulated industry you not only need to address human error deviations because they are an inconvenience, you must do it because the regulation requires it.

AI in Drug Development

The US FDA has announced steps toward a new regulatory policy and framework specifically tailored to promote the development of safe and effective drugs using advanced artificial intelligence / machine learning algorithms by the regulated industry.

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.

CoPilot for Business Professionals

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

AI x Excel:  Ultimate Toolkit for 21st Centure Accountants

This course teaches finance professionals how to integrate generative AI directly into Excel environments, transforming how financial analysis, reporting, forecasting, and modeling get done. Participants will explore practical strategies for leveraging ChatGPT and Claude within Excel workflows, automating data preparation, building intelligent forecasting models, and creating dynamic financial visualizations that tell richer stories.

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.

Copilot and Project Management

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

How to Implement an Effective Human Error Investigation Program

If you work in the GMP-regulated industry, you not only need to address human error deviations because they are an inconvenience, but you must do it because the regulation requires it.

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.

Design History Files (DHF), Device Master Records (DMR), Device History Records (DHR), Technical Documentation Files - The US FDA and EU MDR Requirements

It will also consider the European Union's MDR Technical Documentation requirements, and evaluate the document's differing purposes / goals, as well as the two different device classification schemes. Required and desirable contents will be discussed.

Internal Controls in Accounts Payable

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

ChatGPT and CoPilot for Salespeople

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

Claude for CPAs and Finance Professionals

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

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.

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.

FDA Regulation of Artificial Intelligence / Machine Learning

AI/ ML will revolutionize medicine by making diagnosis and treatment more accessible and more effective.

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.

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.

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.

Excel Spreadsheets - Step-By-Step Instructions for Ensuring Data Integrity

This interactive webinar explains how to configure and validate a GxP compliant spreadsheet applications to avoid FDA 483s.

How to Prepare for and Host an FDA Inspection and Respond to 483s

In this webinar you will learn how to prepare for an inspection and how to respond to a 483 or Warning letter if you receive one.

Leading AI Platforms for Accountants

Not all AI platforms are created equal. This course provides accounting professionals with an objective framework for evaluating and selecting AI platforms strategically. Participants will explore the defining characteristics of today's leading platforms: ChatGPT (broad capability, OpenAI ecosystem), Claude (strong reasoning, Anthropic focus), Gemini (Google integration, multimodal strength), Microsoft Copilot (enterprise integration), Grok (real-time data), Perplexity (research and discovery), and NotebookLM (document intelligence).

Finance and Accounting 101 Simplified

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

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

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

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.

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.

The Human Error Toolbox: A Practical Approach to Human Error

Human error is known to be the primary cause of quality and production losses in many industries.

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.

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.

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

Fear of accounting often stems from not understanding the basics.

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".

Device Changes, FDA Changes, and the 510(k)

This webinar will provide valuable guidance to regulated companies in development and implementation of formal, defined, documented methods for analysis of product changes and when to file a new 510(k).

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.

Forecasting EBITDA: Building Better Projections and Financial Models

Forecasting EBITDA is both an analytical and strategic exercise.

Medical Device Cybersecurity Following 2025 FDA Premarket Guidance

This webinar will explain the process of analyzing and minimizing cyber risks for premarket submissions.

5S for Operators and Human Error Reduction

Human error is the primary cause of quality and production losses in many industries.

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.

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.

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.

21 CFR Part 11 - Compliance for Electronic Records and Signatures

This Webinar will explain what 21 CFR Part 11 is, why it is important to FDA-regulated companies, and how conformance to Part 11 differs from just having good IT security.

Advanced Prompting for Accountants

Advanced prompting goes far beyond typing questions into ChatGPT. This course teaches accountants how to engineer structured, repeatable prompts that reliably produce high-quality outputs across ChatGPT, Claude, Gemini, Copilot, and other platforms. Participants will learn the principles behind effective prompt design-how to structure context, specify constraints, invoke expert personas, and evaluate AI-generated work with professional skepticism.

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.

Data Integrity: Compliance with 21 CFR Part 11, SaaS-Cloud, EU GDPR - AI

This webinar describes exactly what is required for compliance with Computer Software Assurance guidance, 21 CFR Part 11, and the European equivalent Annex 11 for local, and SaaS/Cloud hosted applications.

Human Error Reduction Techniques for Floor Supervisors

Supervision plays a crucial role in Human Error Reduction and Control.

Boost Financial Analysis with Claude in Excel

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

Financial Storytelling: Presenting Your Numbers with Confidence

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

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!

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.

How to Conduct a Human Factors / Usability Validation

This webinar will explain the procedure described in ISO 62366, the FDA Guidance, and the new draft Guidance for a compliant human factors/ usability validation.

Understanding Financial Statements for Non-Financial Professionals

This training is your opportunity to eliminate that uncertainty.

2-Hour Virtual Seminar on the 6 Most Common Problems in FDA Software Validation and Verification

This Seminar describes the validation planning process with particular emphasis on avoiding six common pitfalls.

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.

How to Formally Measure Training Effectiveness

Training programs have evolved through time.

The AI You Already Own (But Don't Know It!) - and How to Tap It

Before buying new AI tools, conduct a thorough inventory of the AI capabilities already embedded in your technology stack. This course teaches finance professionals how to audit their existing systems-accounting software, ERP platforms, tax solutions, audit tools, BI platforms, and productivity suites-for hidden AI features that are underutilized or unknown. Participants will learn a structured audit methodology: mapping existing systems, documenting embedded AI capabilities, assessing overlap and redundancy, evaluating user adoption, and identifying the most valuable capabilities to activate immediately.