Specialized Knowledge

9-Session Leadership Program 
Raise your bar of excellence by attending all selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques.

Session 8: Emotional Intelligence & Leadership Styles
Understand how to motivate different personality types and lead with emotional intelligence.

In this session, participants will gain valuable insights into effective leadership, covering a spectrum of essential skills. The key takeaways include understanding the various leadership styles that a leader should master, recognizing how specific leadership styles can either positively or negatively influence the workplace climate, delving into the four crucial areas constituting a leader’s emotional intelligence, refining the ability to triage and prioritize issues effectively, enhancing leadership strategies for better guidance of individuals, and acquiring methods to continually improve and increase one’s intelligence in the leadership realm. Discussion Leader: Doug Van Dyke

9-Session Leadership Program 
Raise your bar of excellence by attending all selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques.

Session 8: Emotional Intelligence & Leadership Styles
Understand how to motivate different personality types and lead with emotional intelligence.

In this session, participants will gain valuable insights into effective leadership, covering a spectrum of essential skills. The key takeaways include understanding the various leadership styles that a leader should master, recognizing how specific leadership styles can either positively or negatively influence the workplace climate, delving into the four crucial areas constituting a leader’s emotional intelligence, refining the ability to triage and prioritize issues effectively, enhancing leadership strategies for better guidance of individuals, and acquiring methods to continually improve and increase one’s intelligence in the leadership realm. Discussion Leader: Doug Van Dyke

9-Session Leadership Program 
Raise your bar of excellence by attending all selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques.

Session 7: Communication Skills
Increase email efficiency, hone your questioning, listening, paraphrasing and use of powerful techniques like the purposeful pause.

In this session, participants will refine essential communication skills for professional success. Key takeaways encompass mastering the art of effective email usage, acquiring the skill of asking insightful questions that reveal crucial information, cultivating attentive listening techniques to capture people’s attention, harnessing the power of impactful body language, strategically employing tone of voice, and employing the most powerful communication techniques. Additionally, participants will learn tactics to ensure that important messages resonate and leave a lasting impact. Discussion Leader: Doug Van Dyke

9-Session Leadership Program
Raise your bar of excellence by attending all selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques.

Session 4: Collaboration
Break down silos, enhance teamwork, and bring together groups that are at odds.

In this transformative session, participants will master an array of skills essential for fostering a collaborative and harmonious workplace. The curriculum commences with strategies on enhancing workplace collaboration, providing participants with actionable insights to cultivate synergy among team members. Attendees will learn techniques to eliminate the divisive “us versus them” mentality, fostering a sense of unity and shared purpose within the organization. The program extends its focus to navigating conflicts between leaders and their teams, offering practical approaches to transform discord into productive collaboration. For new leaders, the session provides valuable guidance on swiftly bonding with their teams and top performers, ensuring a seamless integration into leadership roles. Moreover, the session addresses the challenges of coordination in a matrix organization, offering solutions for peers to align efforts more effectively. Geographical separation is tackled head-on, with strategies to bridge gaps that lead to mistakes and misunderstandings. The comprehensive approach also addresses role conflict, providing tools to minimize tensions between leaders and team members, fostering a cohesive and productive work environment. Discussion Leader: Doug Van Dyke

9-Session Leadership Program
Raise your bar of excellence by attending all selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques.

Session 3: Feedback & Coaching Skills
Share feedback that inspires change and develops team members through formal and informal coaching.

In this enlightening session, participants will acquire a repertoire of skills vital for fostering a positive and growth-oriented team environment. The curriculum begins by imparting valuable insights into the positive impact of well-executed feedback and coaching, emphasizing the transformative influence it can have on individual and team performance. Attendees will learn the art of sharing feedback in a manner that team members embrace, creating a constructive dialogue for continuous improvement. The program explores both formal and informal methods of coaching other professionals, providing a versatile toolkit for mentorship. Participants will gain clarity on the frequency of coaching sessions, striking a balance that ensures consistent support without overwhelming team members. Additionally, the session guides individuals on the strategic direction to develop people, aligning their growth with organizational goals for sustained success.
Discussion Leader: Doug Van Dyke

This comprehensive session is tailored to empower participants with a multifaceted skill set crucial for orchestrating successful meetings and influencing corporate culture positively. Attendees will delve into the intricacies of meticulously planning effective meetings, ensuring that every aspect contributes to meaningful outcomes. The program equips individuals with tools designed to maintain control over meetings, fostering an environment conducive to productivity and collaboration. Furthermore, participants will explore follow-up techniques to reinforce accomplishments made during meetings, enhancing the long-term impact of their endeavors. A surprising bonus tip adds an extra layer of insight, providing a unique perspective that promises to be an eye-opener. The session concludes by transforming meetings into an incredibly valuable use of time for each participant, emphasizing efficiency and maximizing the collective benefit derived from these professional gatherings. Discussion Leader: Doug Van Dyke

In this enlightening session, participants will sharpen a spectrum of essential skills crucial for navigating challenging professional scenarios. The curriculum is designed to cultivate the ability to meticulously analyze intricate situations, empowering individuals to dissect challenges with precision. Attendees will also master the art of formulating optimal strategies when confronted with tough conversations, equipping them with the tools to navigate through complexity with finesse. Furthermore, the program delves into the nuances of delivering difficult messages with confidence, imparting communication expertise that is both assertive and empathetic. Participants will gain insights into handling objections effectively, arming themselves with the means to address concerns and counterarguments adeptly. The session extends its focus to resolving workplace conflicts, particularly between two conflicting leaders, offering practical approaches to foster collaboration and harmony. To cap it off, participants will be equipped with five resolution strategies to deploy when entangled in conflict, providing a comprehensive toolkit for conflict resolution in diverse professional settings. Discussion Leader: Doug Van Dyke

In this day and age, protecting company and client data is imperative. However, for your small business clients, money is often tight. Is it even possible to build an effective data security program with limited resources? In this course, we will discuss some of the basic data security requirements for tax practitioners and financial advisors. We will examine what the most common risks are, and give some tips on how to address them without breaking the bank. We will even give some tips on how to control cost when purchasing cyber liability insurance. Discussion Leader: David Peters

As your clients approach or enter their retirement years, healthcare costs become a significant concern. To ensure they make informed decisions and avoid costly mistakes, it’s essential to understand Medicare, its enrollment process, and what it covers and doesn’t cover.

In this presentation, you’ll learn about Medicare and its benefits, how to enroll, and common mistakes retirees make with private insurance supplements. You’ll also discover what factors can cause an increase in healthcare costs and how to plan for healthcare and long-term care expenses.

By utilizing the information and strategies provided, you can maximize your Medicare benefits and avoid making costly mistakes that could negatively impact your retirement savings. Discussion Leader: Jeremy Finger