Training Doyens

                       Managers vs. Leaders

Anti-Money Laundering

OVERVIEW Finding top talent continues to be challenging and often positions are open longer than anticipated.  As a result, it is important to jump start a new hire’s performance. The onboarding process must continue through the new hire’s first three months of employment.  What happens during their initial months on a new job accurately predicts the level of success they will experience after their initial 90 days. When a new hire achieves success early, during thetransition period of a new job, environment and company culture, they becomeengaged, productive and are more likely to be retained. Another important element in retaining new hires is implementing mentoring plan for new employees .  New employees want to establish their value as quickly as possible, so they can succeed and thrive in their new working environment.  An assigned mentor from your company can provide great support in this process. However, with millennials representing the majority in the workforce

OVERVIEW A dashboard is a critical tool in your communication armory and as with any communication tool, presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, its flexibility and the fact that most people have it installed on their computer. WHY SHOULD YOU ATTEND In this Microsoft Excel training , you'll learn how to create a stunning, interactive professional-looking dashboard using Excel. This training will provide you with a solid foundation that you can use to build your own dashboards and reports. AREAS COVERED Best practice for setting up data sources Using Pivot Tables to summarize data Visual communication using charts Using formulas to create KPI summaries Creating interactive filters with Slicers Automating the dashboard with a simple macro Using protection to prevent accidental changes LEARNING OBJECTIVES This training fo

OVERVIEW Today, almost every job requires basic computer skills and Microsoft Office is the most commonly used software. Tom discusses smart tips on four important tools of Microsoft Office which include Word,Excel, PowerPoint, and Outlook . The webinar provides a clear and deep understanding about: ·          Sorting and Filtering Emails ·          Adding background and themes ·          Relative Formulas, Absolute Formulas and more LEARNING OBJECTIVES Improve your knowledge about the various tools of Microsoft Office. Learn important tips and tricks to work with Word, Excel, PowerPoint and Outlook. WHO WILL BENEFIT Business owners CEO's / CFO's / CTO's Managers of all levels Anybody with large amounts of data Anybody who uses Microsoft Access/Excel on a regular basis, and wants to be more efficient and productive Accountants CPAs Controllers Financial Consultants IT Professionals Auditors Human Resource Person

OVERVIEW Financial analysis is an area of opportunity and risk.  Analysis should incorporate tests of sensitivity to changes in key variables using the most advanced tools available.  Typical financial models do not effectively utilize these tools.  This exposes the analyst to blind spots in their analysis. Analysts will want to obtain and become proficient in the use of the more sophisticated “what if” analysis tools of the trade. WHY SHOULD YOU ATTEND Learn the techniques of advanced financial modeling in Excel andbest practices for designing efficient forecasting models. Learn how to apply scroll bars, goal seek, data tables, and scenario manager to your models in just 90 minutes. Experienced CGMA and financial analyst, Miles Hutchinson will demonstrate these tools for you using Microsoft ExcelTM. He will provide practical instructions and guidance for applying them and identify the key cautions to help you avoid potential misfires. Financial Modeling AREAS C

OVERVIEW Resolving workplace conflict is a skill that is useful in many ways, whether you are a manager or a co-worker. ArLyne discusses the various reasons for a workplace conflict and ways to resolve it. The webinar provides a clear and deep understanding about: ·          Descriptions of Alternative Dispute Resolution (ADR) ·          Age and generational differences ·          Distant teams conflict LEARNING OBJECTIVES Workplace conflict is frequent and natural. Some are resolved easily by the parties involved. Most disagreements can be resolved through careful mediation with a qualified mediator. WHO WILL BENEFIT Although this course will be beneficial for everyone to learn about the reasons for conflict and ways to resolve it – it is especially important for management at all levels and HR professionals. SPEAKER ArLyne Diamond , Ph.D. is an internationally recognized Leadership, Management, Professional Development, and Organizational Development

OVERVIEW HIPAA regulations require the preparation and implementation of a disaster recovery plan to ensure that the health care organization continues providing health care services and protect the security and privacy of a patient’s protected health information. WHY SHOULD YOU ATTEND The need for a business continuation plan – or disaster plan – starts with the requirements stated in the HIPAA regulations and continues to the ability of the health care organization to sustain itself in the event of a significant event.  The disaster plan provides a road map for what to do if a major event occurs and results in a significant interruption in the ability of the health care organization to continue to provide its services.  This includes not only being able to continue serving patients, but the ability of the health care to maintain its financial stability and protect the patients’ protected health care information.  This webinar provides the basis for an organization to develo

OVERVIEW This payroll training will offer participants an understanding of the payroll tax and compliance implications of conducting business within a state. The webinar will also help determine which state(s) to withhold for when states that have reciprocal agreements or no state income tax are involved. There are significant compliance issues for employers when employees cross state lines in the course of employment. Frequently, multi-state employment issues arise when the employer has business locations in more than one state. However, issues also arise when individual employees perform services in more than one state, live in one state and work in another, move from one state to another, or telecommute across state lines. Compliance issues directly related to payroll include identification of the states for which the business is liable for the collection and payment of income tax, and compliance with the rules for each state regarding tax collection, payment and reporting