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Creating an Internal Brand that Wins Customers
Many businesses struggle with the idea that employee engagement is tied to the customers' experience and profits. They question if engagement really affects their revenue. The C② TIME Model™ program gives Leaders a framework and tools to create an employee experience program to win the battle for customers; firms need to treat employees as valuable assets, engage them in a higher purpose, optimize their exp..
Creative Ways to Boost Employee Morale and Engagement
Employee morale is more important than you may think because it has a direct impact on productivity and profitability. When employee morale is high, employees are happier, more engaged and the quality of work produced increases significantly which allow companies to be more profitable. When morale is low there is a ripple effect and the result is a less productive work environment with higher levels of stre..
Credit Policy Fundamentals: Principles and Practices
Participants will learn how to diagnose their own credit policies to identify any gaps, and if so, how to write practical and understandable policies that meet regulatory expectations for content. They will be able to implement and maintain the processes and procedures needed to ensure that their policies are kept current and accurate, are monitored for compliance with them by means of tracking exceptions t..
Customer Service Excellence: Building Service Champions in Your Company
All planes are the same in the air. It is the people, primarily the front line, who interact with the passengers, which make the real difference. The way we think about service has changed. Who is responsible for service, how we achieve it and what service means are all being redefined. Leaders now recognize that responsibility for service does not reside in just the customer service department. It resides ..
Data Analysis in Excel – Working with Multiple Datasets
In the recent past, it was necessary to have some coding skills, and available data analyst or some very strong VLOOKUP skills in order to join related datasets to perform meaningful data analysis. With the new Get & Transform tools and Power Query (which you probably already have, but don’t know it!), you can do this sort of thing yourself with a few clicks. Over the past several versions of Excel, Mic..
Data Management, Records Retention, Destruction Considerations and Legal Holds
This webinar will review the basic tenants of Information Governance. We will then bring these theories to a practical level by discussing strategies for maintaining documents and information in today’s electronic work. We will discuss the key components of a good document retention policy. Finally, we will discuss the importance of litigation holds, including how, why and when to implement them to avoid le..
Data Privacy and Information Security Compliance Requirements
Cybersecurity is a critical issue facing every financial institution and the stakes are rising all the time. Cybercrime, in general, is growing through the roof and the risk of cyber attacks on financial institutions is becoming ever more magnified and apparent. In response, regulatory expectations for robust information security programs, security awareness training, and well-developed cyber risk control s..
DDMRP – What Is It?
Companies are facing an ever more increasingly complex environment coupled with increasing marketplace volatility. This is causing companies to strive to be more flexible and responsive by streamlining both planning and execution. In addition, companies are attempting to conserve the use of their valuable resources. Instead of investing in products prematurely that then creates an inventory that may not be ..
Dealing with Difficult People
According to Deepak Chopra and Kabir Sehgal in a post for CNBC, one way to deal with difficult people is to not take what they say personally. If you do then you both get defensive and the situation escalates.This session shows you how to deal with the event, the situation, not the person. Position yourself as a cooperator, not a competitor, working together, not against each other. Gain some quick tips and..
Designing and Using KPIs and Performance Dashboards
We need our leaders to be effective in deploying our resources and guiding our operations to reach our goals in the most effective way. We need everyone to understand our mission and strategy so we can be sure we are all pulling together in the right direction. How well do our dashboard reporting tools support your strategic mission and goals? Are they right timed and properly designed for the users? How ma..
Detecting and Preventing Accounts Payable Fraud
Accounts Payable (AP) is the one business function that, in many organizations, is more vulnerable to fraud than any other. That is because all funds that flow out of the organization must first pass through AP. And over time, dishonest insiders and vendors have created newer and craftier methods of stealing from organizations by exploiting control weaknesses in the AP function.Result: It is more important ..
DOL & New Regulations! Best Practices for 2019!
The regulations above are just a few of laws changed, revised or newly developed. Employers are impacted by a minimum of 8-26 regulations or more in 2018! Learn how you can manage the many laws that impact your organization by attending this webinar.Describe topic importance, how this can add value to the work style.Employers must arm themselves with the workplace regulations that will impact their organiza..
Drafting Document Retention Policies
The presentation reviews the basic approach of Information Governance and the importance of getting the relevant stakeholders at the table when drafting a document retention policy. We discuss the importance of document destruction and how to develop a policy that balances the interests of the various stakeholders.Areas CoveredInformation GovernanceObjectivesPolicies and ProceduresRecords Retention and Dest..
Due Diligence Steps for Form 1099 Compliance
Form 1099-MISC compliance is a surprisingly complicated compliance requirement for businesses and accountants. The requirements are always changing, and answers are seldom clear-cut. This course will de-mystify some of the tricky areas relating to Form 1099-MISC, such as when 1099 should be issued and whether a worker is a contractor or an employee. The main focus of this presentation is on “box 7” (indepen..
Effective Communication for Engineers and Scientists
This 60-minute webinar is intended for anyone who, like the trainer, has a technical background. We will look at the benefits of effective communication, the underlying principles, and how they might be successfully applied in a range of typical situations. The overall aim is to help scientists and engineers identify the aspects of communication that they currently do well, and aspects that they can usefull..