Training Doyens

OVERVIEW The way we look at the workforce today is changing.  There are many factors that are changing today’s workforce.  We have a multi-generationalworkforce which requires many moving parts and also leads to generational differences in the workplace.  For example the workforce is aging with baby boomer leaving with institution   knowledge and millennial’s entering the workforce with minimum work experiences.  Many organizations are faced with how to manage a multi-generational workforce.  With the workforce comprised of 4 and some 5 generations this is a real challenge.  The question is HOW do we manage all the different dynamic of today’s workforce and still be productive and profitable. WHY SHOULD YOU ATTEND This webinar will provide you the evolution of a workforce we once knew to a workforce that has challenged everyone from Executives, HR Mangers, Business owners and employees. After taking this webinar you will have a better understanding of how and why the workpl

OVERVIEW During this webinar we will discuss what questions to ask, the specific KYC/CDD questions, the general customer update questions, and most importantly, the questions related to suspicious activity.  When this webinar is over, you will understand what information is available, how you should analyze the information, what your regulators expect from you institution, and some of the dangers of not fully complying with KYC/CDD information gathering requirements. You will be able to apply what you have learned during this webinar to you job function immediately upon returning to work after the seminar. bsa compliance training WHY SHOULD YOU ATTEND The frontline staff of any financial institution is the firstline of defense for BSA compliance. Therefore, an ill-trained frontline staff could lead to the collapse of an institution or the imposing of enforcement actions from the regulators.  A strong and well-educated frontline staff will help develop a strong back offi

OVERVIEW Conflictis an inevitable part of life .  No matter how hard you try, it can seem that there will always be something that causes you or someone around you to be frustrated, angry, and impatient – or a whole host of other not-so-pleasant emotions. Conflict arises when the people we work with have different ideas, perspectives, backgrounds, values, goals or expectations. Yes, conflict can be destructive!It diverts energy from more important activities and issues; it polarizes people and reduces cooperation; and it can produce irresponsible behavior. And conflict can be constructive!It opens up and improves communication; it strengthens working relationships and teamwork; and it leads to better quality decisions and problem solutions.  The ability of dealing with conflict in the workplace is a great leadership skill. When you are confident in your people management skills, you don’t have to be afraid of disagreement. You don’t have to back away from problems. Instead

OVERVIEW Employeeonboarding is the difference between hiring people to do a job and hiring people who become a daily part of your organization’s success. Making sure your new employee has a desk and the necessary equipment to do their job is certainly important, but it’s not all there is to onboarding. It’s about making that crucial first impression, the one that engages your new employee from the get-go and gets them fired up about doing their best day in and day out. It’s about welcoming them to the team and setting the stage for your company culture. Fitting in and feeling connected to the work environment pays huge dividends in employee retention, engagement and long-term job satisfaction. Done correctly, and consistently, new employee onboarding process makes your new hires feel comfortable and minimizes the ramp up time to full productivity. Successful onboarding programs don’t have to be complicated or time consuming; it all comes down to creating and enforcing a proven

OVERVIEW If you work with data, you’re likely already familiar with common frustrations with Microsoft Excel like size limitations and manually entering data from multiple sources. Luckily there are two Microsoft tools- Excel PowerPivot and PowerQuery —that solve ALL of these issues, right inside Excel. No Access databases or IT department help needed. With imports of 1-million-plus rows of data sets from virtually any source and the ability to save query definitions, you can completely overhaul your reporting and analysis workflow. WHY SHOULD YOU ATTEND Attend the webinar if you use Microsoft Excel on a regular basis, and want to be more efficient and productive. excel business intelligence AREAS COVERED How to activate/install Excel PowerPivot and PowerQuery—free tools from Microsoft Learn about Data Models Creating relationships between different datasets in PowerPivot Importing data into excel from an array of external sources Learn about DAX f

      Different Generations of Employees

OVERVIEW Often, when dealing with difficult people , we forget that we may actually be the difficult person in their eyes. This webinar will help you better identify, assess, and resolve most conflicts. WHY SHOULD YOU ATTEND Have you ever reached the point where you just want to throw your hands up and yell, “What’s wrong with these people?” This webinar will answer that question and tell you how to deal with difficult people at work and how to overcome the communication disjunctions that fuel the frustration fires. strategies for dealing with difficult people AREAS COVERED Is it them or you? How understanding the four basic personality types will help you defuse most disagreements What is the “rational” switch and how can you flip it? Dealing with the Eeyore of your team (naysayers) Dealing with the divas of your team How to persuade without manipulation How to use the Socratic method for a paradigm shift LEARNING OBJECTIVES How to work with difficult

OVERVIEW With Conditional Formatting , we’ll show you how massive amounts of data can be analyzed to visually emphasize relationships, find exceptions, and spot trends. Conditional formatting can change the format of cells based on their values in multiple ways including font style, underline style, font color, fill color and more. Adding your own formula for conditional formatting gives it a power boost to help you do things the built-in rules can’t do. Data bars can be used to show the value of a cell relative to other cells. Data bars can be modified multiple ways. Color scales shows data distribution and variation. Shades of color represent high, middle and low values. A variety of color combinations are available. Icon sets allow annotation and classification of data into three to five categories using icons. It is possible to customize icon sets. To be sure that the data is entered accurately, use Data Validation to restrict the input type of a value based on a speci