Specialized Knowledge

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

Are you dreading having that difficult conversation? You can feel the discomfort in the workplace, especially when a tough conversation is about to take place. Improving communications is a continuous learning experience and communicating during a time of conflict is an art and it involves strategy. How does your perception of your conversation partners influence your approach to navigating the complexities of conflict? In this course, you will learn tactics and strategies you can use to feel more confident in engaging in a discussion that is rife with conflict. Discussion Leader: Ramona Farrell

The Piedmont Chapter of SCACPA is excited to sponsor a senior leadership series consisting of 12 one-hour virtual monthly courses. The series is designed for each session to build upon the prior sessions. The series is highly recommended for those in senior leadership positions or those being developed into senior leaders within your team or organization.

This is the eleventh course in the series and discusses productivity. Discussion Leader: Don Jenkins

While accountants deal with many complicated code sections and analytical issues, perhaps the most difficult thing that every financial professional deals with is how to create a good office environment. Utilizing discussions and case studies, this course will explore how to become a better teammate. We will learn strategies for how to form better relationships with colleagues and others. We will learn the importance of good culture – and how negative culture can work against the overall goals of the company. Discussion Leader: David Peters

Session 10 of the Senior Leader’s Series
Review and apply Organization Vision and Values when considering elements of performance improvement. (Using a generic Corporate Model.)
Evaluations considered in prioritizing a team member’s performance and the steps in making that individual a stronger contributor in the organization.
Methods considered when performance suggest dismissal, yet the individual is worth keeping in the organization.
Reducing poor performance issues, building trust and advancing the entire organization upon strength of each member.
Once identified, the distinct steps successful leaders consider and utilize for successful personal development will be reinforced.
Discussion Leader: Don Jenkins