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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 pro..
Personal Branding inside and out
Your personal brand is more than a polished LinkedIn profile or a confident elevator pitch — it’s the way people experience your presence, your values, and your impact. In today’s hybrid, global workplace, how you show up both inside your organization and in the wider professional world can shape your career path, leadership potential, and future opportunities.This workshop dives into the foundations of per..
Supplier Quality Remediation using Principles of Lean Documents and Lean Configuration
Which do YOU want to be? Only you can answer that. This webinar can show you how to be the latter:Old school remediation: Hire 50 consultants tribal knowledge Put them to work on a PUSH system Build mountains of work-in-progress Bury your information in folders Spend endless hours on rew..
The Leader Within – Putting the WOW into Developing, Engaging and Retaining Exceptional Talent
Accountability, with engagement, equals profitability. What do great managers know that average managers do not when it comes to employee training, retention and motivation? When everyone gets that they are the customer / client / patient experience, no matter what their function or degree of contact with the client, they will connect at an accelerated level that will differentiate you from your compe..
AI Revolution in HR: Beyond Automation
This lecture explores the AI revolution in HR, moving beyond the hype of automation to reveal its strategic implications. We'll delve into the advanced applications of AI, including predictive analytics, personalized learning, and intelligent talent acquisition. Attendees will learn how to leverage AI to enhance decision-making in areas such as performance management, employee development, and workforce pla..
Prioritize and Learn to Say No
Prioritization is a process that successful leaders use to assure that they are focused on the right things. If you don’t respect your time, then why would anyone else? The art of saying “no” gives you more control of your time, and who wouldn’t want.Learning ObjectivesLearn to prioritize work according to what is most important. Make time for the most important tasks and focus on the work that matters. Don..
Stakeholder management, navigating stakeholder relationships: strategies for success
Stakeholder management is a critical competency in the modern business environment, directly impacting project success, organizational effectiveness, and professional growth. At its core, stakeholder management involves identifying, understanding, communicating with, and effectively engaging the individuals or groups who have a vested interest in the outcomes of a project or decision. Stakeholders can inclu..
Warning Signs of Claims Disputes
This webinar will shed light on some warning signs of claim disputes that the parties involved must pay attention to. These signs involve all major parties in a typical construction project, mainly the owner and the general contractor. Other parties, such as designers and subcontractors, may also benefit from these tips, as they may be involved in such disputes. The webinar will start with an introduction t..
What Should You Do If You Were Sexually Harassed at Work?
So, why is this issue important to you, companies, large and small businesses, and other organizations NOW? The fact is that the issue of sexual harassment and sexual misconduct in the workplace has been around, discussed and litigated for years! However, in recent years and months alone, at least 40 powerful men in entertainment, business and the news media have been publicly condemned for their alleged se..
DeepSeek for Excel Intermediate Masterclass 4 - Gain the Competitive Advantage
NOTE: A customized practical Excel example is provided with slides in sequence for each question posed to DeepSeek for demonstration and “hands-on” practice by attendees.Mastering DeepSeek is a fundamental and highly marketable skill set in Excel and is vital in a wide range of professions and fields including public service, banking, accounting, financial analysis, and business administration.Pose question..
The One Minute Manager®: Goal-setting, Recognition and Redirection
Management is both a science and an art. Science is making people more effective than they would have been without you. The art is in how you achieve that. We will help you more effectively use each minute to accomplish your task of goal setting, praising, or reprimanding. Many of these principles and teachings can be applied to both your professional and personal life. Would you like to become an effective..
Exempt vs. Non-Exempt and How the FLSA Defines Each
A review of the most up to date requirements to make sure you are handling your employee base correctly from a Department of Labor and Fair Labor Standards Act perspective. After this webinar, you will understand.Areas Covered Fair Labor Standards Act (FLSA) detailsWhat is the FLSA, and why is it so importantWho is covered under the FLSAHow does the FLSA define:- An Employee- Temp Employees Independent Cont..
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..
Addressing the Five Myths of Healthcare Engagement
It is commonplace in many healthcare settings that as part of their delivery of clinical services (preventive care, acute-care and chronic-care) healthcare organizations are challenged to solve for consumer-patient engagement in their own care and medical decision-making. The tactical elements for engagement often include ways to exchange information, better understand experiences and related needs, a..
Burnout Prevention in Finance and Banking: Compliance Strategies for Employee Well-being
The finance and banking industries are driven by regulations, high expectations, and intense competition. Compliance professionals in these sectors face the challenge of balancing intricate regulatory requirements while managing vast amounts of data, risk assessments, and deadlines. However, the stress inherent in these roles often leads to burnout—one of the most significant threats to both employee well-b..