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Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income
During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for you..
Change Management: The Four Key Skills and Four Key Steps for Leading Change
Due to the increased pressure to respond to change quickly, and the changing dynamics of the workforce, human resource professionals as well as line and project managers must also wear the hat of change agents – leading the way to make change work – to be effective and productive and cost-effective. Managing change in a fast-changing environment is increasingly the situation in which most organizations now ..
Cold Calling Strategies, Tactics and Techniques
Building your cold calling skills will enable you to:Gain an advantage over the competition.Find new business opportunities.Become an indispensable employee who gets new business.Compete with existing vendors for lucrative customers.Establish rewarding relationships and gain respect.Become an entrepreneur.Cold calling ability allows you to determine and take control of your own future.You may have been told..
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 ..
Disaster Recovery and Business Continuity Planning for Computer Systems Regulated by FDA
FDA guidelines are very specific in terms of how computer systems are to be managed, and each company should have a specific strategy and methodology, along with a set of rigorous tactical processes and procedures that prescribe how Disaster Recovery and Business Continuity Planning should be carried out. This is necessary to protect against the onslaught of threats and attacks, both from natural disasters ..
Drafting Document Retention Policies
Companies are overflowing with information. Data is generated at a remarkable rate. What can be kept? What can be destroyed? This timely information helps the persons responsible for drafting document retention policies define the key objectives of the policy and satisfy the necessary legal requirements. Learn the proper elements of legal hold and the consequences for failing to properly implement such hold..
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..
Emotional Intelligence (EQ): It's More Important For Success Than Your IQ!
Emotionally intelligent managers, supervisors and professional staff are your greatest assets. They solve problems, resolve conflict and build teamwork. Researchers and business experts agree that people with high emotional intelligence (EQ) are consistently the top performers in their organizations. They’re more resilient and flexible when things get tough, and are held in the highest regard by their bosse..
Excel Dashboard Basics
In this beneficial presentation, Excel expert David H. Ringstrom, CPA, introduces you to Excel dashboards. Dashboards are quite popular because they empower users to quickly assimilate large amounts of data by way of charts and summary tables. David demonstrates how to: use Excel’s Pivot Table feature to create charts that display data trends, filter data faster using the Slicer feature in Excel 2010 and la..
Excel Savvy: Extracting Data from Databases and Text Files
Extracting data from text files or from database management systems, such as Microsoft Access or Microsoft SQL Server, can be intimidating to Excel users. In this outstanding presentation, Excel expert David Ringstrom, CPA, walks you through the process of getting the data you need from databases or from text files into Excel. Once your data is in Excel, you can work with it in a variety of ways, such as us..
Excel Savvy: Implementing the Custom Views Feature
In this presentation, Excel expert David Ringstrom, CPA, shares a variety of ways you can automate your work in Excel by way of the Custom Views feature—one of Excel’s most overlooked features. Step-by-step, David demonstrates how Custom Views allows you to hide and unhide multiple worksheets at once, set a print range for multiple areas of a worksheet, make a single set of data serve multiple purposes, gai..
Excel Savvy: Mastering Advanced Lookup Functions
In this insightful webcast, Excel expert David Ringstrom, CPA, focuses on alternatives to the VLOOKUP function. While many Excel users rely on VLOOKUP for basic lookup functionality, it’s often because they’re unaware of other functions that can enable them to work more efficiently in Excel. David sheds light on what can go awry with VLOOKUP; explains how to future-proof VLOOKUP; and discusses alternative f..
Excel Savvy: Pivot Tables Part 1
After participating in this empowering webcast presented by Excel expert David Ringstrom, CPA, you’ll know how to transform data into a pivot table-ready format and instantly create reports by simply dragging and dropping fields with your mouse. David demonstrates how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers, and more. In addition, ..
FDA Compliance and Mobile Applications
We will discuss in detail how computer system validation can be applied to mobile applications subject to FDA regulations. This is critical in order to develop the appropriate validation strategy and achieve the thoroughness required to prove that a system does what it purports to do. It also ensures that a system is maintained in a validated state throughout its entire life cycle, from conception through r..
Form I-9 Compliance Issues Every Employer Needs to Know
Identifying for employers compliance issues which they need to address in order to be in the best possible position to defend an I-9 audit by Immigration & Customs Enforcement (“ICE”). Form I-9 compliance goes beyond just filling out the form. It requires that every business have Form I-9 Policies and Procedures in place that cover topics such as properly making corrections on a Form I-9, storage of For..