576 Finance courses in Kirkby delivered Live Online

Women in Banking Leadership Workshop Workshop Overview: Unleash your potential - The Banking and Financial Services industry is a constantly changing sphere that calls for emerging leaders to adapt and grow in order to thrive and succeed. Often those wanting to take the next step in the field find it hard to see their full value and potential, slowing their progress in a world full of opportunities. Emerging leaders will need to understand their professional values and know how to cultivate a growth mindset to stand out and fulfil their career desires.  This interactive virtual workshop will provide emerging leaders within the field the skills to understand the strengths that they are able to bring to the corporate table to confidently unleash their potential. It will particularly benefit those who aspire to move beyond early management to broader leadership roles. Kat will guide attendees to unlock their potential through releasing self-doubt, connecting to their unique contribution and forming a confident, strategic leader that will drive an organisation to success. Our Aims for the Workshop: Navigate key challenges and change in fast-paced work-places Understand the value of embracing complexity, uncertainty and diversity Negotiate diversity and inclusion biases, enablers and blocker Topic 1 Define your leadership style What are the capabilities, attributes and skills of an influential leader? What is your unique contribution? Is this congruent with your personal brand? Align your leadership strengths and values with the expectations and culture of your organisation. Topic 2 Leading with Emotional Intelligence (EQ) Understand your EQ and its impact on the way you are perceived as a leader Leverage your EQ in the workplace both in person and online Embrace qualities of empathy and authenticity to become a better leader Topic 3 Interactive Panel Q&A Discussion: Open Q&A with Senior Female leaders within the banking sector. Please see below the panel and biographies of each panellist. Topic 4 How to be known as a strategic leader Understand the uplevel from management to leadership and how to articulate your strategy How to translate broad leadership tools and tactics into practical, personalised results Move from transactional to transformational leadership Topic 5 Strengthen your resilience and resolve What is stress and how do you “show-up” on a bad day? Bounce back from challenging situations and predicaments Effectively manage conflict and turn negativity into an opportunity Who will attend? Emerging Leaders looking to step into management roles Current Leaders looking to progress into senior management roles This workshop is open to any woman who works in the banking sector that wants to take her next step in their career; women include trans women and non-binary people who are comfortable in a female-centred group. Group Rate Discounts 2-3 people, 7% discount 4+ people, 20% discount We have two group rates which you can take advantage of depending on the size of the group you wish to book: Option 1️⃣ Groups between 2 & 3 are eligible for the 7% Discount. Please use this code at checkout: GROUP 2+  Option 2️⃣ For groups of over 4+ attendees, the eligible discount is 20%. Please use this code at checkout: GROUP 4+  Where do I add the discount code?  Your Facilitator Kat Hutchings Kat coaches Executives and senior leaders in scale businesses to develop their leadership capability, build high-performing teams and create a culture that motivates and delivers. She works with them to identify their unique contribution and lead in a way that's aligned with who they are. Clients that work with Kat connect to their sense of purpose and how they contribute to the organisation. This creates a ripple effect through their team as they step into more powerful and impactful leadership. Kat coaches for insight - because a single insight can inspire action that changes everything.  Client outcomes include improved sales performance, successful delivery of change & transformation programmes and greater employee engagement & wellbeing.  Kat is an accredited Professional Executive Coach with the Association for Coaching and a Master NLP Practitioner. She has studied neuroscience, mindfulness and resilience, often bringing these insights to her coaching and training.  Combined with her experience as a leader in Financial Services, Kat’s clients find her to be commercially minded, knowledgeable and positively challenging. Her background as a corporate banker means Kat is quickly able to understand the context, including a firm’s strategy, vision and drivers. As a former Head of Coaching for the London & South East region of a FTSE 100 organisation, Kat is also well versed in leadership development programmes – their design, delivery and embedding through coaching. Outside of her coaching work, Kat spends lots of time with her husband and 2 young children. She enjoys trying different wines, talking to interesting people, having new experiences and buying flowers. THE PANEL The final panel is coming soon ⏳

Enhance your AML expertise with this CPD-accredited Level 5 course. Master fraud detection, compliance, risk management & financial crime prevention.

Overview 2 day applied course with comprehensive case studies covering both Standardised Approach (SA) and Internal Models Approach (IMA). This course is for anyone interested in understanding practical examples of how the sensitivities-based method is applied and how internal models for SES and DRC are built. Who the course is for Traders and heads of trading desks Market risk management and quant staff Regulators Capital management staff within ALM function Internal audit and finance staff Bank investors – shareholders and creditors Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

Excel but different. Harness this most powerful tool but on a course tailored to your business and needs. Using case studies relevant to your business and often actual files your firm uses on a daily basis we embark on a voyage of discovery. This isn't a boring "watch what I do and copy" course. This is exciting, engaging, funny and enjoyable. Delegates will learn relevant skills but also, because of the delivery methods they will gain an increased enjoyment of using Excel and will retain and implement all of the material covered. They also have access to the trainer for an unlimited amount of time after the course to continue to grow their knowledge

Excel but different. Harness this most powerful tool but on a course tailored to your business and needs. Using case studies relevant to your business and often actual files your firm uses on a daily basis we embark on a voyage of discovery. This isn't a boring "watch what I do and copy" course. This is exciting, engaging, funny and enjoyable. Delegates will learn relevant skills but also, because of the delivery methods they will gain an increased enjoyment of using Excel and will retain and implement all of the material covered. They also have access to the trainer for an unlimited amount of time after the course to continue to grow their knowledge

This module aims to develop knowledge and understanding of the importance of research including social media to find opportunities in global trade.

Duration 3 Days 18 CPD hours This course is intended for Risk managersBusiness Process OwnersBusiness Finance ManagersBusiness Risk ManagersRegulatory Compliance ManagersProject ManagementPersons responsible for information security or conformity within an organization Overview To understand the concepts, approaches, methods and techniques allowing an effective risk managementaccording to ISO 31000To understand the relationship between the risk management and the compliance with the requirements ofdifferent stakeholders of an organizationTo acquire the competence to implement, maintain and manage an ongoing risk management program accordingto ISO 31000To acquire the competence to effectively advise organizations on the best practices in risk management In this three-day intensive course participants develop the competence to master a model for implementing risk management processes throughout their organization using the ISO 31000:2009 standard as a reference framework. Day 1 Introduction to the Risk Management framework according to ISO 31000 Concepts and definitions related to Risk Management Risk Management standards, frameworks and methodologies Implementation of a Risk Management framework Understanding an organization and its context Day 2 Risk identification and assessment, risk evaluation, treatment, acceptance, communication and surveillance according to ISO 31000 Risk identification Risk analysis and risk evaluation Risk treatment Risk acceptance and residual risk management Risk communication and consultation Risk monitoring and review Day 3 Risk assessment methodologies according to ISO 31000 and Certification Exam Presentation of risk assessment methodologies Certification Exam

Duration 2 Days 12 CPD hours This course is intended for This course is intended for business users who have been using Power BI to build analytic solutions and are ready to take advantage of the power and flexibility that DAX provides. Learning DAX is a very common 'next step' for experienced Power BI users. Overview At course completion, you should be able to describe DAX syntax, data types, and errors use DAX to create calculated columns, measures, and tables explain how DAX calculations are evaluated, along with the differences between row context and filter context configure and use Time Intelligence to perform common time-based calculations, for example to-date calculations, year-over-year analysis, moving averages, etc. create calculated columns and measures that use data from multiple tables in the data model write measures that handle error conditions gracefully use DAX to enhance the Power BI user experience use DAX Studio to connect to a Power BI data model and execute simple queries Welcome to Introduction to DAX for Power BI. This two-day instructor-led course is intended for business users who have been using Power BI and want to use DAX to create custom calculations in their data models. In this class, you will be introduced to using Data Analysis Expressions (DAX), which is the expression language that is used to create custom calculations in the Power BI Data model. The course covers some of the theoretical underpinnings of the data model and the DAX language, but the emphasis is on using DAX to solve common business problems. You will learn how to write your own calculated columns, measures, and tables, how to visualize the way Power BI computes DAX calculations, and how to troubleshoot custom code. MODULE 1: GETTING STARTED WITH DAX INTRODUCTION TODAX CREATING OBJECTS WITHDAX CONTEXT AND RULES OF EVALUATION VARIABLES,COMMENTS,AND TESTING MODULE 2: PERFORMING BASIC CALCULATIONS GETTING STARTED IMPLICIT MEASURES ADDING QUICK MEASURES WORKING WITH DAX DATA TYPES . DOING BASIC MATH USING LOGIC IN YOUR CALCULATIONS USING THE IF() FUNCTION NESTED IF() USING THE SWITCH() FUNCTION ADVANCED SWITCH() LOGICAL OPERATORS & FUNCTIONS: ||, OR(), &&, AND(), NOT() AGGREGATING AND SUMMARIZING DATA THE SUM() FUNCTION MODULE 3: WORKING WITH CONTEXT IN THE DATA MODEL CONTEXT DEFINED DATA MODELING BASICS INTRODUCTION TO DIMENSIONAL MODELING RELATIONSHIPS AND THEIR EFFECT ON THE EVALUATION CONTEXT GETTING DATA FROM OTHER TABLES USING RELATED() AND RELATEDTABLE LOOKING UP DATA WITHOUT USING RELATIONSHIPS MODIFYING THE CONTEXT USING CALCULATE() MODULE 4: PERFORMING MORE ADVANCED CALCULATIONS THE DAX ITERATOR FUNCTIONS USING TABLE MANIPULATION FUNCTIONS MODULE 5: WORKING WITH TIME PERFORMING DATE CALCULATIONS WORKING WITH DATE TABLES GENERATING A DATE TABLE WITH THE CALENDAR() FUNCTION DEFINING CUSTOM OPERATING PERIODS YTD, QTD, AND MTD CALCULATIONS CUSTOM TO-DATE CALCULATIONS FINDING YEAR-OVER-YEAR CHANGE FINDING MOVING AVERAGES MODULE 6: ENHANCING THE USER EXPERIENCE CONTROLLING VISIBILITYOF YOUR MEASURES USING WHAT-IF PARAMETERS ADDING BANDING USING DAX TO PROVIDE ROW-LEVEL SECURITY

Duration 2 Days 12 CPD hours This course is intended for First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018. Overview Upon completion of this course, students will be able to work with memorized transactions, customize forms, work with credit card, fixed asset, and long-term liability accounts, work with and customize reports, create graphs, track and pay sales tax, and understand how to prepare to use payroll with QuickBooks. From reporting to automating tasks, working with more advanced features and accounts, this course moves beyond the basics and enables students to work with more advanced features in QuickBooks. Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates

Duration 2 Days 12 CPD hours This course is intended for This course is designed for people who need output from a database. In some cases, database programs have limited reporting tools, or tools that are not accessible. Learners may or may not have programming or SQL experience. Overview In this course, you will connect to a database to extract data and present it as a report. You will: Identify the elements of the Crystal Reports interface. Create and modify a basic report. Use formulas to calculate and filter data. Build a parameterized report. Group report data. Enhance a report. Create a report using data from an Excel workbook. Distribute data. In this course, students will create a basic report by connecting to a database and modifying the report's presentation. 1 - EXPLORING THE CRYSTAL REPORTS INTERFACE Topic A: Explore Crystal Reports Topic B: Use Crystal Reports Help Topic C: Customize Report Settings 2 - WORKING WITH REPORTS Topic A: Create a Report Topic B: Modify a Report Topic C: Display Specific Report Data Topic D: Work with Report Sections 3 - USING FORMULAS IN REPORTS Topic A: Create a Formula Topic B: Edit a Formula Topic C: Filter Data by Using a Formula Topic D: Work with Advanced Formulas and Functions Topic E: Handle Null Values 4 - BUILDING PARAMETERIZED REPORTS Topic A: Create a Parameter Field Topic B: Use a Range Parameter in a Report Topic C: Create a Prompt 5 - GROUPING REPORT DATA Topic A: Group Report Data Topic B: Modify a Group Report Topic C: Group by Using Parameters Topic D: Create a Parameterized Top N Report 6 - ENHANCING A REPORT Topic A: Format a Report Topic B: Insert Objects in a Report Topic C: Suppress Report Sections Topic D: Use Report Templates 7 - CREATING A REPORT FROM EXCEL DATA Topic A: Create a Report Based on Excel Data Topic B: Modify a Report Generated from Excel Data Topic C: Update Data in a Report Based on Excel Data 8 - DISTRIBUTING DATA Topic A: Export Data Topic B: Create Mailing Labels 9 - APPENDIX Appendix A: Setting Up and Configuring Data Sources Appendix B: Using Report Processing Techniques Appendix C: Using Functions in Formulas