Our Forensic Accounting Course is designed to help investment analysts detect earnings manipulation. It focuses on creative accounting rather than conducting detailed forensic analysis but we explain the tools short sellers employ to detect fraud and some of the techniques we used at hedge funds to identify short opportunities.
The aim of this programme is to provide current / prospective senior project managers with an in-depth review of the role and importance of project management in the organisation. It focuses on the strategic role of the project manager and aims to draw out the full scope of the role and how it impacts on project performance. The five key objectives of this programme are to enable the participants to: Identify the characteristics and attributes needed by project managers in ensuring the organisation is recognised as an industry leader in delivering successful projects Understand the full scope and impact of the project manager / leader's role in managing projects or programmes to maximise benefit to the business Define the hallmarks and skills required to manage significant business projects or project portfolios Develop an understanding of the skills required and their impact on the project through case study work and syndicate exercises Benefit from an effective forum for exchanging experience and fostering a sense of team spirit and mutual support between senior project managers DAY ONE 1 Introduction (Course sponsor) A vision of future opportunities and challenges The impact of project managers / leaders on future success 2 The determinants of success The contractor's perspective The client's perspective Success and failure: factors that determine the project outcome The impact of the project manager 3 Case study: Project Giotto How successful was this project? What were the primary factors that influenced the outcome? How relevant are these factors to current projects? Feedback and review 4 Project team exercise A practical exercise demonstrating the role of the project manager in managing the interfaces between the client, the project team and suppliers Review - what skills are required to be a 'world class' project manager? 5 The role of the Project Manager The role and skills of the 'world class' project manager The three key dimensions of effective project leadershipManaging influential stakeholdersManaging project performanceManaging the project team Project leadership skills appraisal (individual review) DAY TWO 6 Managing influential stakeholders Project management and the art of leadership Who are the influential stakeholders and how do they affect the project? What we need to do / not do, to build successful working relationships 7 Case study: Understanding the customer What are the likely problems the project manager will encounter? What should the project manager do to ensure an effective partnership? 8 Managing project performance Issues affecting commercial performance Joining up the project life-cycle: getting performance from inception to closure The roles of project manager, line manager and project sponsor 9 Project team exercise: Making the promise / delivering the promise An exercise demonstrating the commercial and team leadership skills needed by the project manager Review - what must the project manager do to optimise project performance? 10 Managing multi-functional project teams The challenges of building effective, multi-functional project teams Co-ordinating work across functional and organisational boundaries Maintaining strategic focus and balancing priorities 11 Making it happen Individual action planning Syndicate discussion 12 Course review and transfer planning (Course sponsor present) What will we do differently? How will we make it happen? Conclusion
This course starts with the basics then moves seamlessly to an intermediate level. It includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to use the online Power BI service. It looks at authoring tools that enables you to connect to and transform data from a variety of sources, allowing you to produce dynamic reports using a library of visualisations. Once you have those reports, the course looks at the seamless process of sharing those with your colleagues by publishing to the online Power BI service. The aim of this course is to provide a strong understanding of the Power BI analysis process, by working with real-world examples that will equip you with the necessary skills to start applying your knowledge straight away. 1 Getting started The Power BI process Launching Power BI Desktop The four views of Power BI Dashboard visuals 2 Connecting to files Connect to data sources Connect to an Excel file Connect to a CSV file Connect to a database Import vs. DirectQuery Connect to a web source Create a data table 3 Transforming data The process of cleaning data Column data types Remove rows with filters Add a custom column Append data to a table Fix error issues Basic maths operations 4 Build a data model Table relationships Manage table relationships 5 Merge queries Table join kinds Merging tables 6 Create report visualisations Creating map visuals Formatting maps Creating chart visuals Formatting chart Tables, matrixes, and cards Control formatting with themes Filter reports with slicers Reports for mobile devices Custom online visuals Export report data to Excel 7 The power query editor Fill data up and down Split columns by delimiter Add conditional columns Merging columns 8 The M formula Creating M functions Create an IF function Create a query group 9 Pivot and unpivot tables Pivot tables in the query editor Pivot and append tables Pivot but don't summarise Unpivot tables Append mismatched headers 10 Data modelling revisited Data model relationships Mark a calendar as a date table 11 Introduction to calculated columns New columns vs. measures Creating a new column calculation The SWITCH function 12 Introduction to DAX measures Common measure categories The SUM measure Adding measures to visuals COUNTROWS and DISINCTCOUNT functions DAX rules 13 The CALCULATE measure The syntax of CALCULATE Things of note about CALCULATE 14 The SUMX measure The SUMX measure X iterator functions Anatomy of SUMX 15 Introduction to time intelligence Importance of a calendar table A special lookup table The TOTALYTD measure Change year end in TOTALYTD 16 Hierarchy, groups and formatting Create a hierarchy to drill data Compare data in groups Add conditional formatting 17 Share reports on the web Publish to the BI online service Get quick insights Upload reports from BI service Exporting report data What is Q&A? Sharing your reports 18 Apply your learning Post training recap lesson
In the fast-changing world of business, and especially IT, everyone in the organisation should be involved in sales. One of the best ways is to give the customer an outstanding experience. The customer experience is the competitive battlefield of today. Sales may be won or lost here. You can either close a sale for a quick buck, or open a long-term relationship to create a high lifetime value customer. By developing excellent communication skills, rapport and, most of all, a desire to serve and listen to the needs of the customer to the best of their ability, both sales teams and other IT professionals will create trust, nurture relationships and develop awareness of other opportunities with the customer. By the end of this course, participants will be able to: Understand the power of a positive customer experience in developing sales opportunities Recognise and develop a sales opportunity when it arises Engage with customers and develop rapport and trust Use verbal and non-verbal communication skills and pick up on signals Ask powerful questions - and listen to the answers Create 'magic moments' for the customer Turn a complaint into an opportunity Know when to ask for referrals and testimonials Pass on leads to the relevant people 1 Introduction Aims and objectives Beliefs about sales 2 Building rapport First impressions Short cuts to rapport Finding common interests 3 Selling or serving? Managing emotions and behaviour - Transactional Analysis Moments of truth - creating 'magic moments' Speed sells - the follow-up 4 Meetings Planning a successful meeting Pre-meeting connection and assistance Sales meeting failure reasons Right v wrong mindset 5 Communication - verbal and non-verbal The 3 Vs - Visual, Verbal, Vocal Picking up on signals 7 power questions Questioning techniques LISTEN - 3 types of listening skills 6 Influencing 6 levels of influence Framing to change perspectives Turning complaints into opportunities 7 Referrals The power of referrals How and when to ask for a referral 5 steps from rapport to referral 8 Presentation and pitching (optional session) Basic presentation structure and delivery Creating powerful impressions Creating a 60-second pitch The elevator 10-second pitch - answering 'What do you do?' Sales presentations Emotion v Intellect - how to engage Using visuals
This course follows the Institute of Occupational Safety and Health's syllabus. A one-day programme, it is suitable for all people at all levels in the workplace and gives a basic introduction to the principles of environmental management. On successful completion of the course, participants will be able to: Understand the terms 'environment' and 'pollution' Understand the terms 'hazard' and 'risk' related to the environment Better appreciate environmental issues generally, and specifically in respect of their organisation Identify hazards to the environment from working practices Outline the procedures/controls necessary to prevent damage to the environment 1 What is the environment? - putting the environment in context Key environmental issues and how we contribute Definition of the environment 2 Working with the environment What is pollution? Sources, receptors and pathways Environmental consequences workshop - identifying the environmental consequences of our working practices Environmental risk assessment Effective control mechanisms 3 Protecting the environment - Environmental Management Systems What is an Environmental Management System (EMS)? What are the benefits of having an EMS? EMS structure and models Identifying what elements of EMS your company has and how they work Roles and responsibilities 4 Choice of module Option 1: Organisation-specific moduleThis module can be used to introduce environmental concepts that are specific to your activities and operations, and will be compiled through discussion with your organisation Option 2: Environmental best practiceIf no organisation-specific module is required, or if participants from a number of organisations attend, generic operational environmental best practices can be covered instead. Areas covered include waste management, fuel storage and use, hazardous materials, emissions to air and water and environmental incidents
A question of trust. Leadership implies followership. And that means trust. Because who's going to follow a leader they don't trust? This programme takes a values-driven approach to leadership. It gets current and aspiring leaders to hold up the mirror to themselves and to see their reflections as leaders of people. It asks them whether what they see justifies their view of themselves as leaders. It helps them understand just what it takes to be an effective leader. And it does so in a highly practical, constructive manner. It helps the course participants to truly understand the core skills of effective leadership. It focuses on the difference between leadership and management, defining what high performing teams do and how they do it. It helps people to see their teams from different perspectives, allowing them to adapt their styles to maximise team outputs. And it explores concepts such as emotional intelligence, authentic leadership and the RAIV approach (relationships-achievement-independence-vocation) to help explore underlying values and use them to drive effective leadership. Because what worth do our values have unless we put them into practice? The course will help you:• Appreciate the key skills a leader needs to be effective• Understand what the organisation expects of you as a leader• Recognise your leadership style and the impact it has on others• Consider your role models - who inspires you?• See leadership from the 'followers' perspective - how do you like to be led?• Discover what holds you back - limiting beliefs• Examine your core values -do they support your ambition?• Explore the concept of Emotional Intelligence - how do we manage ourselves?• Discover how to lead through change• Explore the concept of 'Authentic Leadership' - consider how it can work for you• Practice some of the skills essential to motivating and influencing for success• Use the RAIV approach to generating enthusiasm and commitment• Plan how best to 'walk the leadership talk' - in your role, in your organisation Above all, this course will help you put theory into practice, values into actions, in a mature, considered, effective way. Day 1 1 Welcome and introduction Participants are welcomed to the programme and invited to share their personal objectives and people challenges Participants given an action plan template to complete throughout the workshop Participants required to bring an inspirational quote to share with the group 2 What is leadership? The concept of 'leadership' The role of a leader Skills assessment for all participants# Leadership v Management Assess your team effectiveness 3 Your leadership style Leadership questionnaire You and your role models Push v Pull styles of leadership Empowerment v Control Team goals and role profiling Day 2 1 You, the leader Your core values Your communication style Situational leadership The Emotional Bank Account Buy Me Today 2 Are you Emotionally Intelligent? (EI) What is emotional intelligence? Self-assessment exercise Manage your emotions Nine strategies for promoting EI 3 Leading through change Identify the major changes affecting you / your team Types of change The roles of resistance How safe are you to talk to? Forcefield Analysis Day 3 1 Authentic Leadership (AL) What is AL? Managing perceptions is managing their truth A leadership challenge 2 Motivating and influencing for success What motivates you? Motivational theory Leading by example Influencing skills required Influencing styles The influence challenge! 3 Creating enthusiasm and commitment The RAIV approach (relationships-achievement-independence-vocation) Building self-worth What drives your team? Your leadership legacy Your commitment to leadership
When staff are new to sales it can seem daunting, especially when they have targets to meet. If the staff you need to promote your products and services get it wrong then it can knock their confidence and negatively impact how your customers see you as an organisation. This programme provides staff with the basic skills they need to sell. This course will help participants: Profile customers Research and identify potential new customers Use the consultative sales process Build effective rapport with customers Identify customer needs through effective questioning and listening Position products and services effectively Close the sale or gain commitment to further action Manage their customer portfolio to maximise sales 1 Introduction Aims and objectives of the training Personal introductions and objectives Self-assessment of existing sales skills Overview of content 2 Knowing your customers Who are your customers, and what do they want from you? What are your strengths, compared to your competitors? Who are your new potential customers? How do you communicate with new customers? What do you need to know about your customers before you start to sell? Making the initial approach Planning your pipeline - keeping the customers coming 3 The four-step sales process Overview of the consultative sales process Key benefits of using the consultative sales process Focusing on behaviours not targets The behaviours of a good salesperson Common pitfalls and mistakes Personal strengths and weaknesses 4 Building rapport First impressions - Mehrabian theory of communication Short cuts to building rapport Looking out for clues as to how the customer is thinking Looping back to keep the conversation flowing Acknowledging past communication Dealing with emotions such as anger Setting the agenda to keep control Getting past gatekeepers 5 Questioning and listening How to ask open questions to uncover information Left brain questions When closed question can be useful What stops us listening? The four levels of listening How to develop your listening skills 6 Presenting products and services to customers When to present Using benefits not features Making it personal Using reciprocity The tendency towards the middle Using consistency 7 Gaining commitment Testing the water Dealing with objections using ACLEO Asking for the business Getting referrals Ending with a personalised close Following-up 8 Managing your customer pipeline Spotting opportunities for cross-sales Managing your portfolio Maximising sales proactively Review meetings Customer satisfaction measures and surveys Mystery shopping 9 Putting it all together Skills practice Personal learning summary and action plans
Our ‘Professional Behaviour – A workplace Priority’ training programme provides delegates with a set of tools and increased knowledge to deal with the issues of bullying and harassment appropriately as they arise. These issues are far from easy and for many managers, the reality of dealing with complaints of this nature is both time consuming and stressful Currently it is estimated that bullying and harassment costs the UK economy £18 billion a year in lost productivity, staff retention and legal costs. Our bespoke and specialized services, developed to meet your organizational requirements in these challenging areas, can reduce stress levels, develop increased awareness, and better understanding. In addition to this face to face training, NGT will assess your organisation’s current position and where you would like it to be as its future unfolds; we will help your organization to identify improvements and assess the benefits to you of making them; we will work with you to implement the agreed solutions, at a time and in a way that fits with your operational needs; we will help you track the benefits both long term and short term via regular monitoring, evaluation, and continued discussion. Our facilitator is highly experienced in delivering this training to all levels of staff and NGT welcomes your enquiry to take this matter forward. How is this course delivered and how long is it? This is a face to face course only and lasts a full day Is the course accredited? Yes, it is a CPD accredited course Who is it for? Although it will benefit managers of all grades it is equally important that all staff are made aware of these issues How much does it cost? Course fees are fixed at a fair daily rate, details of which are available upon enquiry. Travel costs are extra. How large are the groups? We can only effectively deliver this course to groups of 15 people or less. Will you be able to deliver the course at my workplace? Based in the Midlands, we are well suited to travelling to all corners of the UK, enabling us to deliver this programme to you at your location.
Any team member with Customer interaction (including internal) are the 'Ambassadors' of the company/organisation. If they project positive professionalism - they win others' confidence. If they appear or sound like they are in any way indifferent or unprofessional - they will cost sales and lose clients/customers. With this 2 day Training course, that will be tailored to your company/organisation, each person attending will upgrade their professional standards in people skills, telephone manner and email etiquette. No training in this area may well be a false economy as there is a much greater risk of disenfranchised customers and team members - and probably increases your competitors to win business at your expense. Professional customer care is all too frequently regarded as a token issue in most induction sessions for employees. Surprisingly it is very rarely considered as a key priority, despite being essential for ensuring customer commitment is secure and supplier/partnerships are robust. Excellent customer care is paramount in our ever increasingly competitive market and making customers feel valued and looked after is often a differentiator. This 2-day course will help you understand your customers and the vital importance of customer care in any organisation. You will gain the tools and techniques to apply your learning directly back into the workplace and deliver excellent customer care. Course Syllabus The syllabus of the Professional Customer Care course is comprised of four modules, covering the following: Module One What is Excellent Customer Care? Internal versus external customers Why customer care is important Meeting customer expectations Module Two Making a Personal Difference How do you measure customer care? Making a difference Taking ownership Positive mental attitude Displaying professionalism both face-to-face and over the telephone Using positive language Module Three Gathering Information and Offering Solutions Asking the right questions Active listening skills Summarising and clarifying skills Module Four Dealing with Difficult Situations How to give a 'service' no Demonstrating empathy Assertiveness techniques Handling a complaint Problem solving Saying 'sorry' Making realistic promises and keeping them Real Play Scenarios with a Professional Actor (Optional Extra) This programme benefits significantly from our innovative training feature: Real Play. Using a professional actor who performs role plays as different customer characters in carefully devised situations, the delegates have the opportunity to 'pause' the role play to coach and control their character to improve their skill sets and practice the theory delivered. These scenarios can deal with difficult situations and enacting options to ensure good customer relations are intact. The outcome of the scenario is the responsibility of the delegates, not the trainer and actor. The actor will remain in character throughout the de-brief in order to bring to life the impact and possible next steps. Objectives By the end of the course participants will be able to Adopt a professional telephone manner Communicate assertively by taking control and directing the conversation Deliver information positively by offering options and alternatives Develop a range of versatile behaviours to use when dealing with difficult situations by: Listening actively Using empathy Gathering relevant information through effective questioning Finding solutions to concerns/problems quickly and efficiently Speaking positively and assertively What Is The Benefit? For individuals this course will increase confidence and ability to deal with customers in all situations, which will in turn create customer loyalty and raise their profile. For an employer, ensuring that all customer facing employees are demonstrating excellent customer care instils confidence in the customers and promotes a positive image of the company. In-House Courses Every single team member or employee that has a role which involves engaging with a customer, client and/or a key partner/supplier has a responsibility for projecting a positive image of the organisation which they represent. That may sound obvious, but how many hundreds of experiences have you had as a customer where you were treated with indifference and a distinct lack of professionalism by the receptionist, the retail assistant, the tele-agent, the delivery person, the credit controller or the departmental manager of the operation that you were dealing with? Far too many to count? This is because professional customer care is regarded as a token issue in most induction sessions for employees - and it is very rarely considered as a key priority to ensure customer commitment is secure and supplier/partnerships are robust. Yet the hugely expensive churn in customer/client commitments and staff is enormously expensive and immensely disruptive to any organisation. The Importance of Customers and Clients Every client/customer engaging person needs to recognise that it is ultimately the client or customer that pays their wages. If they gain a basic understanding of the clients' motivations and behaviours, coupled with some core skills in how to care for them, they will attain the status of 'professional'. This will very quickly translate into increased revenues, retained loyalty, high commitment and far greater security for all parties. The foundation has to be based on the authentic commitment to both the customer and also to the organisation they work for. Disenfranchisement readily curdles into sloppy behaviours cloaked in unprofessional attitudes and demeanours; plenty there to repel the most loyal of customers. If your company or organisation relies on repeat business and retaining the confidence and commitment of your clients, then all of your team members - perhaps including managers who set the example and have the biggest influence on the where the needle points to in relation to professionalism - need to be trained on the core basics of professional customer care. Customer Care Programmes from Dickson Training Ltd We are delighted to boast about the many successes we have had in providing effective and long lasting improvements for many clients, where awards have been won and, more importantly, talent has been retained because their clients and customers keep on coming back. Professional customer care extends to suppliers and partners that you value and need to get the best service and rates from, as well as any 'internal clients' such as other departments where you need to rely on their support and collaboration in order to achieve your goals. It is amazing what effective professional customer care training can do for any organisation. Without it your organisation may be vulnerable, with it you are much more likely to see increased performances and much greater security and growth. Scheduled Courses Unfortunately this course is not one that is currently scheduled as an open course, and is only available on an in-house basis. Please contact us for more information.
Power BI is a powerful data visualisation program that allows businesses to monitor data, analyse trends, and make decisions. This course is designed to provide a solid understanding of the reporting side of Power BI, the dashboards, where administrators, and end users can interact with dynamic visuals that communicates information. This course focuses entirely on the creation and design of visualisations in dashboards, including a range of chart types, engaging maps, and different types of tables. Designing dashboards with KPI's (key performance indicators), heatmaps, flowcharts, sparklines, and compare multiple variables with trendlines. This one-day programme focuses entirely on creating dashboards, by using the many visualisation tools available in Power BI. You will learn to build dynamic, user-friendly interfaces in both Power BI Desktop and Power BI Service. 1 Introduction Power BI ecosystem Things to keep in mind Selecting dashboard colours Importing visuals into Power BI Data sources for your analysis Joining tables in Power BI 2 Working with data Utilising a report theme Table visuals Matrix visuals Drilling into hierarchies Applying static filters Group numbers with lists Group numbers with bins 3 Creating visuals Heatmaps in Power BI Visualising time-intelligence trends Ranking categorical totals Comparing proportions View trends with sparklines 4 Comparing variables Insert key performance indicators (KPI) Visualising trendlines as KPI Forecasting with trendlines Visualising flows with Sankey diagrams Creating a scatter plot 5 Mapping options Map visuals Using a filled map Mapping with latitude and longitude Mapping with ArcGIS or ESRI 6 Creating dashboards High-level dashboard Migration analysis dashboard Adding slicers for filtering Promote interaction with nudge prompts Searching the dashboard with a slicer Creating dynamic labels Highlighting key points on the dashboard Customised visualisation tooltips Syncing slicers across pages 7 Sharing dashboards Setting up and formatting phone views Exporting data Creating PDF files Uploading to the cloud Share dashboards in SharePoint online