Catalogue

Description

Motivators: Understanding what drives your behaviors, and what drives others’ behaviors

This course will be an overview of:

• Why individuals behave the way they do.
• The values that comprise each of the seven universal motivators.
• Insights into patterns of combinations of motivators.
• The importance of this knowledge in self-awareness.

After completing this course, the learner should be able to:

• Define behaviors, motivators and values.
• Identify the universal seven motivators and their dimensions.
• Recognize the strengths and limitations of each of the seven universal motivators.

The power of using compelling questions

This course will be an overview of:

• What is a question?
• Why use questions?
  • Questions for:
  • Developing a strategy.
  • Problem solving.
  • Decision making.
  • Creativity.
  • Interpersonal communications.
  • Personal career success.

After completing this course, the learner should be able to:

• Define question thinking.
• Differentiate questions from lower to higher order thinking.
• Identify types of questions for specific actions.

Creating effective presentations

This course will be an overview of:

• Introduction to presentation basics.
• Presentation methods.
• Presenting quantitative information.
• Best practices for presentations.

After completing this course, the learner should be able to:

• Identify the types and methods of presentation.
• Describe the process for developing content.
• Use templates and presentation software.
• Design slides to present quantitative information.
• Identify best practices for presentation format and delivery.

Meetings that work

This course will be an overview of:

• How meetings can be used effectively in the workplace.
• Self-assessment of strengths and weaknesses in the area of soft skills.
• How to appropriately set expectations for meetings.
• Recognizing how problems arise in meetings and ways to best address them.

After completing this course, the learner should be able to:

• Recognize how meetings can be used effectively.
• Identify methods that can be used to help meetings be more engaging to participants.
• Recognize individual strengths and weaknesses in the area of soft skills and identify ways to improve if needed.
• Apply different tools and techniques when preparing for a meeting.

Collaborating to build your personal and professional networks

This course will be an overview of Client Rapport Foundations:

• Yesterday and today.
• Hierarchies and networks.
• From command and control to influence and collaboration.

After completing this course, the learner should be able to:

• Define the personal and professional role sets that define your network(s).
• Understand the behavioral differences between traditional command and control skills, and the collaboration and influence skills required for developing personal and professional networks.
• Learn to effectively transition from using command/ control to collaboration/influence behaviors, driving to mutually beneficial client outcomes.

Networking skills

This course will be an overview of:

• Commonly accepted etiquette and practices for attending virtual and in-person business networking events.
• Best uses for online platforms for networking.
• Communication basics for professional networking in writing.
• Common challenges professionals often face when networking and tips to handle those challenges.

After completing this course, the learner should be able to:

• Define ideal network and develop a strategy to achieve it.
• Name platforms for online networking and identify appropriate situations for each.
• Recognize positive characteristics of written communication.
• Recognize proper etiquette for effective virtual and in-person networking.
• Identify appropriate channels for in-person and virtual networking.
• Apply tips to alleviate online, in-person, and in-writing networking challenges.

Public speaking and presentation skills

This course will be an overview of:

• Types of presentations and speeches that accountants may be called upon to make, including best practices for researching, planning, and preparing presentations;
  techniques to handle distractions, unexpected problems, and nervousness; and effective methods of sharing information in presentations, especially financial or accounting data

After completing this course, the learner should be able to:

• Plan a speech or presentation.
• Identify methods to prepare and research speech or presentation topics.
• Identify techniques to deliver a presentation or speech clearly and cogently to a wide range of audiences.
• Recognize techniques to manage distractions, nervousness, and other factors that can distract from presentations.
• Identify methods to incorporate a wide range of visual aids into a presentation to appeal to multiple learning styles among audience members.

The art of high-impact conversations

This course will be an overview of:

• The steps one must take to lead high-impact conversations.
• Situations that call for high-impact conversations.
• Why leaders need the skills to engage in high-impact conversations.
• Problematic situations and resolutions in which high-impact conversations may be difficult.

After completing this course, the learner should be able to:

• Identify several reasons why leaders need to engage in high-impact conversations.
• Prepare for high-impact conversations through fact-finding and research.
• Enact the steps necessary to successfully engage in impactful and meaningful conversations.
• Recognize situations in which additional follow-up may be needed.
• Perform the steps necessary to re-engage in conversation to resolve any outstanding issues.