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
Performance Improvement/Coaching – Session 10 (LIPIOT10/23)
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
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