Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of “administrivia” and finding the hidden strengths and core values that make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted to be. Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms. Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England.
Peter Margaritis, CPA, is a keynote speaker, communication strategist, and improv virtuoso. Peter is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity.
INSIGHTFUL FINANCIAL ANALYSIS
Anyone can “crunch numbers” but it takes special skills to make them meaningful to the user. Financial statements and ratios need to be interpreted correctly using a process that sets the context, identifies the right analysis tools, and makes recommendations in an understandable format. This course will help you present your insights in a way that is insightful and impactful to your client.
ESTABLISHING, MAXIMIZING AND COMMUNICATING INTERNAL CONTROLS
Internal controls are often misunderstood by our coworkers as “things that get in the way.” But a good system of internal controls will support getting work done the right way and protect against the ultimate failure - fraud. This session will review the intent and practical application of the COSO framework for maximum efficiency and protection.
BEGINNING THE LEADERSHIP JOURNEY
As you advance in your career you will need to develop leadership skills to match your level. This course will help you start to develop your leadership skills in three areas: supervision, performance management, and delegation.
SENDING AND RECEIVING THE GIFT OF FEEDBACK
In our daily professional and personal lives, we are constantly giving and receiving feedback. Feedback is essential to our overall personal and professional development. However, the perception of feedback tends to make the receiver very defensive and the sender seem abrasive. This course will provide strategies to give and accept feedback graciously, and provide non-offensive feedback and constructive criticism that encourages the person to work on their opportunities with enthusiasm and empowerment.
COMMUNICATING FOR CONNECTIONS WITH COWORKERS, CUSTOMERS, AND STAKEHOLDERS
How you communicate with your internal and external customer can make or break your career! We all know how to talk, but how do we make sure we are really connecting with others? This course will discuss different personality styles and demonstrate the different ways to communicate information to them. See how recognizing their personality style(s) can turn communication breakdowns into breakthroughs.
BEST PRACTICES: THE SOFT CLOSE
We have transitioned from a hard and slow close to a soft and fast close. Accountants struggle with the balance between information accuracy and availability. To be successful, accountants must provide quicker information availability to impact organization results. Simply reporting on results is no longer acceptable.
TECHNOLOGY - MUST HAVE EXCEL COMPETENCIES
Excel has long been included in the accountant’s toolbox. Even though BI and Big Data tools such as Qlik, Tableau and Microsoft BI are becoming more important, Excel is still a “must have” tool. What should the accountants of today know about Excel to improve their efficiency, access data, and gain insights into the company, industry and economy.
THE BIGGEST MISTAKES THAT WILL GET YOU FIRED
There is plenty of information on what to do to advance your career, but very little is discussed about what can derail your career, or worse get you fired. This panel will discuss the mistakes to avoid as you climb the ladder of success.
For special pricing or to bring this series to your organization for groups of 5 or more, contact our team.