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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.

Claude for Non-Tech Professionals/Businesses

This session is built from the ground up for professionals and business owners who have little or no technical background but want to start using AI - specifically Claude - to make their work easier, faster, and more effective.

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

THE NEW I9 - Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING.

Fringe Benefits - How to keep a happy workforce while not incurring unnecessary payroll and income tax expense. Updated thru 2026 including the OBBB

The OBBB enhanced provisions on many fringe benefits to the benefit of employees.

The Davis Bacon Act - Compliance Overview and Payroll Obligations

The Davis-Bacon Act requires that all contractors and subcontractors performing construction, alteration and repair (including painting and decorating) work under federal or District of Columbia contracts in excess of $2,000 pay their laborers and mechanics not less than the prevailing wage and fringe benefits for the geographic location.

New Form 1099 Reporting Requirements: 2026 Compliance Update

1099s report payments made to non-employee service providers, as well as payments to suppliers and other entities you do business with. Think of your own organization: Can you name all the types of service providers you use? Do you know which payments are reportable on 1099s, and the minimum amounts you must pay before they are reportable?

The New W4 - How to Assist Employees with Proper Completion for Payroll Withholding Purposes

In 2020, the IRS significantly revised the W4 form.

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't.

Expense Reimbursements 2026 - Proper Recordkeeping and Accounting for OBBB and Payroll Compliance

In order for expense reimbursements to be non-taxable, they must be distributed and recorded under an "accountable plan."

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.

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.

Pay Transparency and Pay Equity - How to Keep Your Employees, and The Law, Happy with Your Compensation

Pay equity is the legal concept that equal work deserves equal pay regardless of an employee's race, gender, ethnicity, age, religion or other non-job-related factors.

The FMLA - An Employer's Guide to Compliance and Employee Abuse

The Family and Medical Leave Act (FMLA) is a labor law requiring employers of a certain size to provide employees with unpaid time off for serious family health issues or situations.

3-Hour Virtual Seminar On Using Claude To Be More Productive In Microsoft 365

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.

Claude for Customer Facing Teams

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.

Claude for Customer Facing Teams

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.

Microsoft 365 Copilot For Leaders Specialization

Microsoft 365 Copilot is rapidly redefining what it means to lead in a modern organization. This specialization session is purpose-built for business leaders who want to harness the full power of AI-assisted productivity within the Microsoft 365 ecosystem they already use every day.

Claude for Non-Tech Professionals/Businesses

This session is built from the ground up for professionals and business owners who have little or no technical background but want to start using AI - specifically Claude - to make their work easier, faster, and more effective.

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.