This series of courses will help you learn
to lead where there is no path.
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.Read Jennifer's Bio
James (Jim) T. Lindell has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M&A projects.Read Jim's Bio
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.Read Peter's Bio
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.
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.
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.
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.
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.
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.
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.