Live Webinar
Accounting Bias in Internal Audit
Many internal audit roles today still list Big Four accounting experience as a top requirement. But is this bias toward accountants actually holding the profession back?This session explores a question that's long been overlooked: What impact does the dominance of accounting and finance backgrounds have on internal auditing as a whole? While financial expertise is undeniably valuable, hiring almost exclusiv..
Managing 401(k) and IRA Rollovers During Retirement Transitions
Objective: Provide guidance on handling retirement account rollovers and minimizing tax impacts.Subtopics:Understanding 401(k) and IRA Basics – what are the downsidesRollovers and RolloutsTraditional vs. Roth 401(k) and IRA Rollovers: Tax ImplicationsRequired Minimum Distributions (RMDs) and Their ImpactStrategies to Minimize Taxes on Pre-Tax Retirement Income- Real estate investments and the real estate pr..
Managing Difficult Employees
When difficult employee behavior is not addressed properly, other employees become resentful, they lose respect for your organization’s leaders, and they start modeling the difficult employee’s behavior. Employee morale decreases and your organization’s results and culture suffer. This webinar provides practical strategies for dealing with difficult people and situations in the workplace. The strategies tha..
Managing the Emotions of Rapid Change 2025
In this engaging session, speaker and futurist Don Phin will walk attendees through the emotional terrain of rapid change. You’ll learn how to recognize common resistance reactions (the Victim, the Sheep, and the Champion), how to guide each of them, and how to manage your own story and energy in uncertain times. The "Coax-Encourage-Inspire" model offers an uplifting way to lead, adapt, and thrive.Areas Cov..
Ready, Set, Respond: Handling High-Stakes Questions with Ease
Answering high-stakes questions is an essential skill in leadership, business, and communication. Whether in a boardroom, during a sales pitch, in a media interview, or during a high-pressure negotiation, your ability to respond effectively can shape perceptions, build trust, and influence decisions. Yet, many professionals struggle with these moments, feeling unsure of how to handle difficult inquiries, pu..
Storytelling for the Future — Engaging Audiences in an Attention-Scarce World
In an era defined by information overload, algorithmic curation, and fragmenting attention spans, the fundamental challenge facing communicators has transformed. The primary obstacle is no longer reaching audiences but earning their sustained attention and trust in environments specifically designed to scatter focus and encourage passive consumption. Against this backdrop, strategic storytelling has reemerg..
Bioanalysis of Oligonucleotide Therapeutics: Problems, Pitfalls, and Strategies for Success
Cell and gene therapy is an exploding area of new technology and innovation in the pharmaceutical industry. The mapping of the human genome, which led to the discovery of pathways for intervention in disease states, drives this innovation in drug development. Many of these discoveries are improving the prognosis of diseases that previously had no therapeutic intervention. As small molecules coupled to..
From Compliance to Culture — Building Future-Resilient Organizations
In an era defined by accelerating change and compounding disruptions, traditional approaches to organizational resilience are proving increasingly inadequate. While compliance frameworks provide essential guardrails, they primarily prepare organizations for known risks and predictable scenarios. Yet today's most significant threats often emerge from unfamiliar territories—complex intersections of technologi..
Implementing the Basel Accords
How to meet the expectations of the Basel Accord:The role of risk appetite in driving operational risk managementEstablishing and using an internal loss databaseUse of external loss dataDevelopment and use of both stress testing and scenario analysis Development and use of key risk indicatorsConsideration and Use of Control and Risk Self-AssessmentHow should outsourcing be integrated into this project? Revi..
Workplace Violence: CMS and Joint Commission Standards
Workplace Violence has escalated over the past 15 years, especially in the healthcare arena. Such violence is directed at providers and staff, but also towards family members and others, with injuries frequently occurring to bystanders such as healthcare providers. In November 2022, the Centers for Medicare and Medicaid (CMS) issued a memo regarding workplace safety, addressing care in a safe environme..
Managing Diversity, Equity & Inclusion Beyond Compliance
“Managing Diversity, Equity & Inclusion Beyond Compliance” explores how DEI can be used as a catalyst for meaningful organisational change. This session goes beyond legal frameworks to examine how power, privilege, culture, and psychological safety intersect with inclusion outcomes. Participants will learn how to evaluate DEI maturity within their organisation, build inclusive HR practices, and challeng..
Operational Resilience in Practice: How to Prepare for Disruptions and Minimize Business Impact
Operational resilience is not just about recovering from a crisis—it’s about proactively preparing for disruptions before they occur. This course introduces participants to key principles, regulatory expectations, and practical implementation strategies to build resilience across people, processes, and technology.The session will cover:The fundamentals of operational resilience and why it mattersThe role of..
AML Regulatory Insight for August 2025: Implementing Recent Changes in Your Financial Institution
It's important for us to connect rules & regulations to roles. This way, each staff member will understand their new responsibilities. We are going to take a project management approach to the new rules & regulations and show how we need to act to effectively implement them and to whom. There are a number of ways to keep up with the changes, which we will discuss during this training. This training ..
Leading with Wellness: Sustainable Success in High-Pressure Roles
In today’s world, many of us are looking to efficiently lead in our lives and our professional careers. But how do we lead with wellness? How can we lead with wellness to help us sustain a demanding career or potential stressful situations? When we experience overwhelming job roles and daily stressors, this can take a toll on our mental and physical health, as well as our productivity. This presentation wil..
The CLEAR (Consider, List, Evaluate Pros and Cons Objectively, Ask for Input and Reflect) decision framework: How successful leaders make better choices
The CLEAR decision framework (Consider, List, Evaluate Pros and Cons Objectively, Ask for Input, Reflect) is a structured approach that helps leaders make informed and balanced decisions. It emphasizes clarity, collaboration, and reflection to avoid impulsive or biased choices. This method builds principles from behavioral psychology and decision science, offering leaders a way to navigate complexity and un..