Specialized Knowledge

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

Through case studies and discussion, this course will explore what data analytics is and how to approach it. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts. The focus of the course will be on how to approach big data, data analytics, and data integrity, so that participants can better utilize the data available to them in their current working lives. Discussion Leader: David Peters

True financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual’s financial life. However, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client’s lifetime. We will discuss common investor types and approaches to financial planning, including traditional and reverse glidepath theory. Discussion Leader: David Peters

This session will look at building and managing virtual machines. Participants in the session will learn about various types of virtual machines, and how using a virtual environment can save you from hardware and software failures. Discussion Leader: Chris Jenkins

Automation and real-time metrics dashboards sound great, but spreadsheets and manual processes are a known commodity. How does an accounting department move away from manual entry that requires human involvement?

This webinar will address opportunities available to CFOs and accounting teams to implement automation in 2023: How do you apply these technologies? What skills does your company need to utilize them? How do you automate away functions you’re not able to do today or won’t be able to in the near future? Discussion Leader: Bill Piper

This session will give participants a look at how they can write database queries to build reports from MS SQL Server. Topics covered will allow participants from various knowledge levels to gain new insights into SQL queries. Discussion Leader: Chris D. Jenkins