Specialized Knowledge

Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About (LIOT03/23)

In today’s competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent – but only if those benefits actually matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of
retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. Discussion Leader: David Peters

Using Data Analytics to Give You a Competitive Advantage (LIOT02/23)

Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. 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, so that participants can better utilize the data available to them in their current working lives. Discussion Leader: David Peters

High Performance Teams – Session 9 (LIPIOT09/23)

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 ninth course in the series and discusses team building. Discussion Leader: Don Jenkins

Lunch & Learn – Delegation – Session 8 (LIPIOT08/23)

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 eighth course in the series and discusses delegation. Discussion Leader: Don Jenkins

Getting Ahead: The Art of Marketing for CPAs (LIOT01/23)

To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out more to the outside world? Through surveys, statistics, and examples, this course looks at how CPA firms can develop a marketing plan beyond just relying on referrals. We look at the pluses and minuses of various marketing channels, regulatory constraints, and how to measure success in the competitive financial services space. Discussion Leader: David Peters

Lunch & Learn – MS PowerPoint – Getting the Most from Microsoft PowerPoint (LICATE04/22)

Microsoft Excel offers a wide range of solutions for your common data input requirements. Join SCACPA CEO Chris Jenkins as he gives you the keys in this very applicable course.

If you are creatively challenged or just want to save some time, this course offers something for everyone. Learn how to lean on the power of MS Office to make presentations a breeze.

Creating content from an outline
Using templates and designer
Inserting multimedia content
Recording and exporting your presentation
Discussion Leader: Chris Jenkins

Lunch & Learn – Understanding Conflict – Session 7 (LIPIOT07/22)

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 seventh course in the series and discusses conflict.

Discussion Leader: Don Jenkins

Application Styles/ Situational Leadership – Session 6 (LIPIOT06/22)

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 sixth course in the series and discusses leadership styles. Discussion Leader: Don Jenkins

Motivation – Session 5 (LIPIOT05/22)

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 fifth course in the series and discusses motivation. Discussion Leader: Don Jenkins

Building Trust – Session 4 (LIPIOT04)

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 fourth course in the series and discusses building trust. Discussion Leader: Don Jenkins