Name: Change Management - Change Matters 1 Day Training in Fleet
Price: 595 GBP
Availability: InStock

Wokingham

<h1 dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;">Course Overview:</h1>This training based on leading teams will help you to develop anyone that leads a team or is involved in a leadership role. It is also useful for those that are about to embark on a position of leadership or need to develop their leadership skills.Course Contents:Having an effective team around you is crucial. However, it is an area that is often left to chance, which can lead to de-motivated individuals that do not feel part of the business and consequently do not perform. This course looks at what it takes to lead an effective team and how you can get the best out of the people in it by understanding the role of the leader, both personally and from the point of view of the team.Course Topics:<ul fr-original-style="" style="box-sizing: border-box;"><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Qualities of an Effective Leader&nbsp;&ndash; Identifying the key characteristics of effective leaders, rating themselves against them and establishing key actions to develop the skills.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Leader or Manager?&nbsp;&ndash; Establishing the difference between the two and comparing themselves to those qualities.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">That Vision Thing&nbsp;&ndash; Making the business vision &lsquo;live&rsquo; for the team by answering key questions.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Developing Your Team Goals&nbsp;&ndash; Reviewing an action plan that develops clear goals for their team based on the business vision.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Motivation&nbsp;&ndash; Determining the &lsquo;Why&rsquo; for their staff and developing an understanding of emotions in a business context.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">What Motivates?&nbsp;&ndash; Looking at specific motivators for individuals and understanding that everyone is motivated by different things.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Being Consistently Different&nbsp;&ndash; Going against popular leadership theory and identifying that each staff member needs to be treated differently.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Dealing With Difficult Team Members&nbsp;&ndash; Understanding why team members are difficult. Looking at different behavior types and strategies for responding to them. Also, realizing that &lsquo;difficult&rsquo; behavior sometimes has its benefits.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Coaching&nbsp;&ndash; Using a simple method of coaching, including action plans.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Three Key Skills of Coaching&nbsp;&ndash; Looking at the skills required to be an effective coach.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Instant Results Coaching&nbsp;&ndash; Coaching in a hurry!</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Can Do Coaching Practice&nbsp;&ndash; Putting the learning into practice</li></ul>Course Feature:By the end of this training you will be able to:<ul fr-original-style="" style="box-sizing: border-box;"><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Explain the qualities of an effective leader</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Benchmark themselves against those qualities and develop actions to improve</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Explain the difference between leading and managing</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Explain the value of sharing the business vision with the team</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Develop team goals based on the business vision</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Motivate their staff by understanding their drivers and developing actions to support them</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Deal with difficult staff members</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Challenge staff in a meaningful and effective way</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Coach staff effectively using a simple process</li></ul>Certification:Once after the training you receive course completion certificate from MangatesWho can Attend?Anybody who is interested in learning Effective Skills to Lead a Team.

Certificate: Course Completion Certificate | Language: English

Duration: 1 Day | Credits: 8 PDUs

Course Delivery: Classroom | Virtual Live

Lunch and Beverages are included in a classroom session

Course Description:

The Cybersecurity Overview course enables you to understand various terms in cyberspace, such as cyber risks, threats, vulnerabilities, risk management, and so on. It reviews the impact of several cybercrimes committed over the past few years citing relevant real life case studies and examples.

The course emphasizes the importance of cybersecurity and provides guidance to senior top management as well as employees on the steps to adopt cybersecurity for an organization. Along with understanding the cybersecurity lifecycle, the course identifies industry standard frameworks and best practices that help an organization to achieve a robust and mature cybersecurity posture.

Course Outline:

CyberCrimes: Concept, Impact and Examples

Basic terminologies
Definition of cybercrimes
What is Crimeware?
Cybercrimes: Main actors and their motives
Why do cybercrimes occur?
When, and where, and how do cybercrimes occur?
Who are targeted by cybercrimes?
How do cybercrimes occur? Anatomy of cyberattacks
Elements involved in a typical cybercrime breach
Consequences of cybercrimes
Real life impacts of cybercrimes with case studies

Cybersecurity in focus

Cybersecurity definition
Benefits of Cybersecurity
CyberSecurity considerations for management
What the Board-of-Directors needs to ask and consider
Cybersecurity lifecycle
Cybersecurity frameworks
NIST Cybersecurity Framework (CSF)
ISO 27001 Cybersecurity Framework
ISO 27032 Cybersecurity Framework
COBIT 5
Cybersecurity best practices and tips for employers and employees
Cybersecurity vs. Cyber Resilience

Appendix A - Cybercrimes and Cybersecurity: Basic Terminologies
Learning Objectives:
Understand cyber risks, threats, vulnerabilities, and risk management.
Understand the impact of cybercrimes with relevant real life case studies/examples.
Understand what is cybersecurity and its relationship with IT Security.
Understand what boards of organizations need to ask and consider for adopting or strengthening cybersecurity in their organizations.
Understand the cybersecurity strategy lifecycle.
Identify industry standard frameworks and best practices that help an organization to achieve a robust and mature cybersecurity posture.
Understand why cybersecurity is not enough today and the necessity of adopting cyber resilience.
Course Agenda:
Day 1
CyberCrimes - Concept, Impact, and Examples
Cybersecurity in focus
Target Audience:
Cybersecurity Overview course is related to the Cybersecurity Foundation course and 
is developed to help business leaders and IT professionals understand and plan 
the adoption of NIST CyberSecurity Framework. For example:

CEO, CIO, CISO and other top management executives
Relevant administrators and IT managers
All employees and individuals of an organization, especially those that are working in the cloud or cyberspace environment

Mangates

Cyber Security Overview 1 Day Training in Wokingham

The sale ends 5 days before the event starts.

Early Bird Fee

The sale ends 10 days before the event starts.

Standard Fee

Windsor Town

Certificate: Course Completion Certificate | Language: English

Duration: 1 Day | Credits: 8 PDUs

Course Delivery: Classroom | Virtual Live

Lunch and Beverages are included in a classroom session

Course  Overview:

Recently tasks that were originally thought to fall under the responsibility of the human resources department have become a part of many managers" job descriptions. The sharing and diffusion of these tasks throughout the organization has had an impact particularly on those that are not equipped with the skills or knowledge to deal with these issues.

The Human Resource Management workshop will give managers the basic tools to handle numerous human resource situations such as interviewing, orientation, safety, harassment, discrimination, violence, discipline, and termination. This workshop will provide your participants those skills and assist them with certain Human Resource situations.

Learning Objectives:

● Understand HR’s role as a vital contributor to your organization’s success

● Discover strategies to attract and retain top talent

● Examine best practices for managing performance and creating compensation, training and benefit systems that drive bottom-line results

● Identify and deal with potentially explosive issues with an eye to both legal requirements and the needs of your business

● Analyze HR issues and develop action plans you can implement in your organization

● See how HR and non-HR functions in every organization can create an effective, complementary work environment

Agenda:

Module One: A History of Human Resources
● A Brief History
● What is Human Resources Today?

Module Two: The Interview Process
● The General Format
● Types of Questions
● Do's and Don'ts

Module Three: Employee Orientation
● The Orientation Process
● The Role of Management and the Role of Human Resources
● Tips and Tricks

Module Four: Following Up with New Employees
● Daily Checklist for the First Week
● Following Up at the End of the Week
● Weeks and Months Later

Module Five: Workplace Safety
● Understanding Your Role and Responsibilities
● Understanding Local Rules
● Understanding Industry-Specific Rules

Module Six: Dealing with Harassment And Discrimination
● Defining Harassment
● Types of Workplace Discrimination
● A Manager's Responsibility
● An Employer's Responsibility

Module Seven: Workplace Violence
● Defining Violence
● A Manager's Responsibility
● An Employer's Responsibility

Module Eight: Managing Employee Performance
● Choosing the Time and Place For Feedback
● Types of Employee Appraisals
● Using the Feedback Sandwich
● Encouraging Growth and Development

Module Nine: Disciplining Employees
● Understanding Your Role
● Understanding Your Choices
● Having the Meeting
● Following Up

Module Ten: Terminating Employees
● Documenting Events
● Preparing for the Decision
● Making the Decision
● Communicating the Decision

Module Eleven: Wrapping Up
● Words from the Wise
● Review of Parking Lot
● Lessons Learned
● Completion of Action Plans and Evaluations

Target Audience:

Anybody who is interested in learning Human Resource Management Skills

Human Resource Management 1 Day Training in Windsor Town

Cyber Security Overview 1 Day Training in Windsor Town

Guildford

Certificate: Course Completion Certificate | Language: English

Duration: 1 Day | Credits: 8 PDUs

Course Delivery: Classroom | Virtual Live

Lunch and Beverages are included in a classroom session

Course Overview:

Writing is a key method of communication for most people, and it"s one that many people struggle with. Writing and communication skills have degraded with more and more people communicating through email and text messaging. Developing writing skills is still important in the business world as creating proper documents (such as proposals, reports, and agendas), giving you that extra edge in the workplace.

The Business Writing workshop will give you a refresher on basic writing concepts (such as spelling, grammar, and punctuation), and an overview of the most common business documents. These basic skills will provide you with that extra benefit in the business world that a lot of people are losing.

Learning Objectives:

After completing this course, delegates will be able to: 

Write business documents to a professional standard and conforming to acceptable formats
Present information in an organised, structured way so as to achieve a specific objective
Use a business-like style and vocabulary, while displaying sensitivity to different levels of reader expertise
Express ideas with confidence and clarity, supporting persuasive and logical arguments

Agenda:

Module One: Working with Words
Spelling
Grammar
Creating a Cheat Sheet

Module Two: Constructing Sentences
Parts of a Sentence
Punctuation
Types of Sentences

Module Three: Creating Paragraphs
The Basic Parts
Organization Methods

Module Four: Writing Meeting Agendas
The Basic Structure
Choosing a Format
Writing the Agenda

Module Five: Writing Emails
Addressing Your Message
Grammar and Acronyms

Module Six: Writing Business Letters
The Basic Structure
Choosing a Format
Writing the Letter

Module Seven: Writing Proposals
The Basic Structure
Choosing a Format
Writing the Proposal

Module Eight: Writing Reports
The Basic Structure
Choosing a Format
Writing the Report

Module Nine: Other Types of Documents
Requests for Proposals
Projections
Executive Summaries
Business Cases

Module Ten: Proofreading and Finishing
A Proofreading Primer
How Peer Review Can Help
Printing and Publishing

Module Eleven: Wrapping Up
Words from the Wise
Review of Parking Lot
Lessons Learned
Completion of Action Plans and Evaluations

Certification:

Once after the training you receive course completion certificate from Mangates.

Target Audience:

Anybody who is interested in learning Business Writing Skills.

Business Writing 1 Day Workshop in Guildford

Business Writing 1 Day Workshop in Wokingham

Bishop Stortford

Bury St Edmunds

Cambridge

Chelmsford

Colchester

Hertford

Ipswich

London

Newmarket

Various

An inspiring manager can motivate and develop their team members&#39; skills and abilities, which is crucial for overall company performance and employee engagement. A key aspect of this is supporting and encouraging each team member to reach their full potential. Understanding how to support, facilitate, and coach others is fundamental to this process. By helping to build confidence and provide direction, managers allow individuals to find their own solutions and strategies. This approach empowers employees, fostering personal responsibility and increased performance.Objectives:<ul fr-original-style="" style="box-sizing: border-box;"><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Learn how to structure and conduct effective 1:1 meetings with employees.</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Understand communication approaches that build confidence.</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Develop coaching techniques that empower others.</li></ul><div fr-original-style="" style="box-sizing: border-box;">This course is available to book for delivery in-house for your organisation and people exclusively, for either a half or full days training workshop. &nbsp;Prices are dependent on size of group ranging from a minimum of 4 to a maximum of 12 delegates and duration of course selection. If you have a smaller number of delegates, the Puritas 1:1 Leadership Coaching Programme is recommended. </div>

An inspiring manager can motivate and develop their team members' skills and abilities, which is crucial for overall company performance and employee engagement. A key aspect of this is supporting and encouraging each team member to reach their full potential. Understanding how to support, facilitate, and coach others is fundamental to this process. By helping to build confidence and provide direction, managers allow individuals to find their own solutions and strategies. This approach empowers employees, fostering personal responsibility and increased performance.
Objectives:
Learn how to structure and conduct effective 1:1 meetings with employees.
Understand communication approaches that build confidence.
Develop coaching techniques that empower others.
This course is available to book for delivery in-house for your organisation and people exclusively, for either a half or full days training workshop. Prices are dependent on size of group ranging from a minimum of 4 to a maximum of 12 delegates and duration of course selection. If you have a smaller number of delegates, the Puritas 1:1 Leadership Coaching Programme is recommended.

Puritas

Team Building

Coaching Skills

Facilitation Skills

Mentoring

Leadership Development

An inspiring manager has the ability to motivate and develop team members' skills which is crucial for overall company performance and employee engagement. A key aspect of this is to support and encourage each team member to reach their full potential. Effective 1:1 meetings build confidence and provide direction, allowing individuals to find their own solutions and strategies. This approach empowers employees, fostering personal responsibility and increased performance.

This course is available to book for delivery in-house for your organisation and people exclusively, for either a half or full days training workshop.  Prices are dependent on size of group ranging from a minimum of 4 to a maximum of 12 delegates and duration of course selection. If you have a smaller number of delegates, the Puritas 1:1 Leadership Coaching Programme is recommended.

Facilitating and Coaching Approaches for Managers

Business Writing 1 Day Workshop in Windsor Town

Nottinghamshire

The Level 7 NVQ Diploma in Construction Senior Management (Construction) qualification has been developed for achievement in a real workplace environment which means the learner must be employed to undertake this qualification.&nbsp; This Level 7 NVQ Diploma in Construction Senior Management qualification gives learners the opportunity to develop the technical skills, role-related knowledge and understanding, and behaviours required to work in a wide range of construction senior management roles, including: &bull; Senior construction manager &bull; production manager &bull; commercial manager &bull; operations director of a small construction company that delivers entire construction projects. &bull; property and facilities manager &bull; Project Managers (those managing several projects concurrently and who have responsibility for the line management of a number of site mangers or senior site mangers). Site managers, Contracts Managers, Project Managers or directors of companies that oversee or deliver smaller parts of the overall project will in all but the most exceptional of circumstances find the&nbsp;Level 6 NVQ Diploma in Construction Contracting Operations Management a more appropriate qualification. This Level 7 NVQ Diploma in Construction Senior Management qualification demonstrates competence in the relevant job roles, enables existing skills to be recognised and achieves a nationally recognised Level 7 qualification. The qualification is recognised as providing access to the accelerated route to MCIOB status. The existing skills are as follows: The Level 7 NVQ Diploma in Construction Senior Management qualification gives learners the opportunity to develop the technical skills, role-related knowledge and understanding, and behaviours required to work in a wide range of construction senior management roles, including: &bull; Senior construction manager &bull; production manager &bull; commercial manager &bull; operations director of a small company &bull; property and facilities manager &bull; specialist construction manager. These skills and knowledge are also applicable to project manager roles in construction. This Level 7 NVQ Diploma in Construction Senior Management qualification demonstrates competence in the relevant job roles, enables existing skills to be recognised and achieves a nationally recognised Level 7 qualification.<h3 style="color: rgb(0, 43, 81); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 43, 81);"> </h3><h3 style="color: rgb(0, 43, 81); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 43, 81);">Entry Requirements</h3><div style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">There are no formal entry requirements to take this NOCN_Cskills Awards Level 7 NVQ Diploma in Construction Senior Management (Construction) qualification. This qualification can be undertaken without any previous training or qualifications in this subject area.</div>

The Level 7 NVQ Diploma in Construction Senior Management (Construction) qualification has been developed for achievement in a real workplace environment which means the learner must be employed to undertake this qualification. 
This Level 7 NVQ Diploma in Construction Senior Management qualification gives learners the opportunity to develop the technical skills, role-related knowledge and understanding, and behaviours required to work in a wide range of construction senior management roles, including:
• Senior construction manager
• production manager
• commercial manager
• operations director of a small construction company that delivers entire construction projects.
• property and facilities manager
• Project Managers (those managing several projects concurrently and who have responsibility for the line management of a number of site mangers or senior site mangers).
Site managers, Contracts Managers, Project Managers or directors of companies that oversee or deliver smaller parts of the overall project will in all but the most exceptional of circumstances find the Level 6 NVQ Diploma in Construction Contracting Operations Management a more appropriate qualification.
This Level 7 NVQ Diploma in Construction Senior Management qualification demonstrates competence in the relevant job roles, enables existing skills to be recognised and achieves a nationally recognised Level 7 qualification. The qualification is recognised as providing access to the accelerated route to MCIOB status.
The existing skills are as follows:
The Level 7 NVQ Diploma in Construction Senior Management qualification gives learners the opportunity to develop the technical skills, role-related knowledge and understanding, and behaviours required to work in a wide range of construction senior management roles, including:
• Senior construction manager
• production manager
• commercial manager
• operations director of a small company
• property and facilities manager
• specialist construction manager.
These skills and knowledge are also applicable to project manager roles in construction. This Level 7 NVQ Diploma in Construction Senior Management qualification demonstrates competence in the relevant job roles, enables existing skills to be recognised and achieves a nationally recognised Level 7 qualification.


Entry Requirements
There are no formal entry requirements to take this NOCN_Cskills Awards Level 7 NVQ Diploma in Construction Senior Management (Construction) qualification. This qualification can be undertaken without any previous training or qualifications in this subject area.

Dynamic Training and Assessments Ltd

Construction

Site Management

Level 7 NVQ Diploma in Construction Senior Management

General admission

Fleet 

Business Writing 1 Day Workshop in Fleet

Certificate: Course Completion Certificate | Language: English

Duration: 1 Day | Credits: 8 PDUs

Course Delivery: Classroom | Virtual Live

Lunch and Beverages are included in a classroom session

Course Overview:

No matter if you are the boss at your company or an employee, change affects everyone. In dealing with change, people must address their own thoughts, feelings and behaviors first to be able to go through the labyrinth of change.

There are loads of books and training programs addressing organizational change. The different thing about this training program is that it focuses on personal reactions and emotions and what it actually feels like during a workplace change or a personal change. It provides you with a logical framework to assist you in gaining perspective on the change situation you are facing and its impact and helping you develop insight that will guide you through the transition.

The goal of this one day program is to help you take responsibility for how you react and respond to change by giving you a set of tools and techniques of self-awareness and assessment to light up the curves and sometimes bumpy ride on your road to change.

Learning Objectives:

After completing this course, delegates will be able to: 
Clearly understand how it feels like during a change situation.
Understand and follow a six step process to help you take responsibility for how you react and respond to change.

Agenda:

Module One: Introduction to Change
The 5 key principles of change
Readiness for change – self assessment questionnaire
The change curve
The link between change and memory

Module Two: Loss & Doubt (Step 1&2)
Step 1 loss to safety
Choices model and the burning platform
Step 2 Doubt to reality
The six basic questions

Module Three: Discovery (Step 3&4)
Step 3 Discomfort to motivation
Self reframing
Step 4 Discovery to perspective
Force field analysis

Module Four:  Integration (Step 5&6)
Step 5 Recognizing the benefits of the change
Changes you survived - Activity
Step 6 Experiencing integration after the change
Change analogy – the flying trapeze

Target Audience:

Individuals at all levels who wish to learn and follow a logical process in order to deal effectively with personal change.

Change Management - Change Matters 1 Day Training in Fleet

Stratford

This five-day course is a must for anyone who is considering or already working in a role with site manager responsibilities. This course covers all relevant legislation affecting safe working in the building, construction, and civil engineering industries.
It is endorsed by Build UK as the standard training for all construction managers.
Aims
To give a clear understanding of health, safety, welfare, and environmental legislation that affects your management role. It highlights the need for risk assessment in the workplace, the implementation of the necessary control measures and adequate communication to sustain a health and safety culture within the workforce.
Course Content
To give a clear understanding of health, safety, welfare, and environmental legislation that affects your management role. It highlights the need for risk assessment in the workplace, the implementation of the necessary control measures and adequate communication to sustain a health and safety culture within the workforce.
Course Content
• Health, safety, welfare and environmental legislation affecting your daily work
• New guidance and industry best practice
• Duties and responsibilities with regards to health, safety, welfare, and the environment
• Safe working
Prerequisites
This course is for you if you’re considering, or already have management responsibilities for planning, organising, monitoring, controlling and administering groups of staff e.g. site manager.
Assessment
At the end of this course, all delegates will have a clear understanding of controlling health and safety on site from a manager’s role.
Certificate
The certification for this course is valid for 5 years and is endorsed by Build UK as a standard training for all site managers.
To remain certified in this area, you will need to take a refresher course before the expiry date on your certificate, otherwise the full course will need to be retaken.
Instructions
Please note all online Site Management Safety Training Scheme courses with the venue “Online” will be delivered by a tutor over a video call.
This training will be delivered and assessed in English language; therefore, a good standard is required to complete the course.
Further attendee information will be sent in a separate email, please check your inbox.

SMC Safety Solutions

Site Management Safety Training Scheme (SMSTS) 5 day course

General Admission

Real Estate AnalystThe Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.Create flexible real estate investment focused financial models in Excel. Case studies focus on core, core plus and value add property investments. This course shows you how to model income producing property with both annual and quarterly discounted cash flows, build rent functions, model costs and calculate returns. It also shows you how to interpret and analyse the results. On this course, you will&hellip;<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Learn how to structure an investment cash flow from first principles and how to value and appraise property investments</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Build annual and quarterly discounted cash flows</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Look in depth at modelling tenancy schedules: rent reviews, upward-only, break options, lease expiry</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Build OPEX and CAPEX into your cash flow</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analyse risk using sensitivity tables and charts</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Employ best practice and find solutions to common modelling problems</li></ul> Who will benefit from this course?<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Real Estate Investors</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Surveyors</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Portfolio Analysts</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Investment Managers</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Asset Managers</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Real Estate professionals at any level with exposure to real estate financial models on a frequent basis</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Mid-level to senior Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members</li><li value="9" fr-original-style="" style="box-sizing: border-box;">APC candidates who would like the opportunity to consolidate their competencies by understanding how theory and variables interact within the precision context of a financial model.</li></ul> Day OneKnow how to build a property asset cash flow, analyse geared, and un-geared IRRs.<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Term &amp; Reversion and Layer Method Valuation (Intro to Excel)</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Equivalent Yield (Solver, Scenario and Goal Seek functions)</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Single-Let Discounted Cash Flow</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Cash Flow inputs (Rents, Yields, Growth Rates, Target Returns)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analysis and use of date series</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Internal Rate of Return (IRR) and Net Present Value (NPV)</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Comparing Value, Price and Worth</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Adding borrowing and analysing geared returns</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Introducing Rent Reviews and other &lsquo;events&rsquo; into cash flows</li><li value="10" fr-original-style="" style="box-sizing: border-box;">The &lsquo;Rent Function&rsquo; concept and Logic functions (IF,OR,AND)</li><li value="11" fr-original-style="" style="box-sizing: border-box;">Sensitivity analysis</li></ul> Day TwoKnow how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">The &lsquo;Rent Function&rsquo; and Multi-let cash flows</li><li value="2" fr-original-style="" style="box-sizing: border-box;">The &lsquo;date problem&rsquo; and assumptions in property asset cash flows</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Reducing the rent function, intermediate calculations and modelling theory</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Modelling lease expiries, break clauses, voids, and upward only covenants</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Incorporating time-varying rental growth rates</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Analysing multi-let cash flows to see if the leases are sufficiently diversified</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Further IRR analysis (XIRR, MIRR)</li></ul> Included in the Course<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">CPD Accredited Certificate &amp; LinkedIn Proficiency Badge</li><li value="2" id="isPasted" fr-original-style="" style="box-sizing: border-box;">Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Course Files</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul> For more information about the Real Estate Analyst such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:E - s.musgrave@bayfieldtraining.comT - 01223 517851W - <a href="https://www.bayfieldtraining.com/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.bayfieldtraining.com/" data-airgap-id="125" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">www.bayfieldtraining.com</a>



Real Estate Analyst
The Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.
Create flexible real estate investment focused financial models in Excel. Case studies focus on core, core plus and value add property investments. This course shows you how to model income producing property with both annual and quarterly discounted cash flows, build rent functions, model costs and calculate returns. It also shows you how to interpret and analyse the results.


On this course, you will…
Learn how to structure an investment cash flow from first principles and how to value and appraise property investments
Build annual and quarterly discounted cash flows
Look in depth at modelling tenancy schedules: rent reviews, upward-only, break options, lease expiry
Build OPEX and CAPEX into your cash flow
Analyse risk using sensitivity tables and charts
Employ best practice and find solutions to common modelling problems


Who will benefit from this course?
Real Estate Investors
Surveyors
Portfolio Analysts
Investment Managers
Asset Managers
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
Mid-level to senior Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
APC candidates who would like the opportunity to consolidate their competencies by understanding how theory and variables interact within the precision context of a financial model.


Day One
Know how to build a property asset cash flow, analyse geared, and un-geared IRRs.
Term & Reversion and Layer Method Valuation (Intro to Excel)
Equivalent Yield (Solver, Scenario and Goal Seek functions)
Single-Let Discounted Cash Flow
Cash Flow inputs (Rents, Yields, Growth Rates, Target Returns)
Analysis and use of date series
Internal Rate of Return (IRR) and Net Present Value (NPV)
Comparing Value, Price and Worth
Adding borrowing and analysing geared returns
Introducing Rent Reviews and other ‘events’ into cash flows
The ‘Rent Function’ concept and Logic functions (IF,OR,AND)
Sensitivity analysis


Day Two
Know how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.
The ‘Rent Function’ and Multi-let cash flows
The ‘date problem’ and assumptions in property asset cash flows
Reducing the rent function, intermediate calculations and modelling theory
Modelling lease expiries, break clauses, voids, and upward only covenants
Incorporating time-varying rental growth rates
Analysing multi-let cash flows to see if the leases are sufficiently diversified
Further IRR analysis (XIRR, MIRR)


Included in the Course
CPD Accredited Certificate & LinkedIn Proficiency Badge
Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
Course Files
Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee


For more information about the Real Estate Analyst such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

Bayfield Training

Financial Modelling & Analysis

Financial Modelling

Professional Development

Property & Real Estate Photography

Continuous Professional Development (CPD)

The Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.

Real Estate Analyst (Investment Cash Flow Modelling in Excel)

In-Person 

Virtual

Our Site Management Safety Training Scheme (SMSTS) refresher training courses, available both online and in-person, are designed for managers and individuals in positions of authority who completed their original SMSTS training program less than three years ago.

Aims
Participants will undertake a concise yet equally engaging training program covering all essential aspects of enforcing health and safety codes of practice at construction sites. Topics include in-depth discussions on risk assessments and effective methods for monitoring and managing industry-specific hazards.
Instructions
For online courses labeled “Remote Learning,” a tutor will deliver the training via video call.
All SMSTS courses are delivered and assessed in English. Participants must have a good command of the language to successfully complete the program.
Additional attendee information will be provided via email. Please ensure you check your inbox.


Site Management Safety Training Scheme (SMSTS) Refresher

Broxburn

C30M01 - Evacuation Alert SystemsCourse content Learners will be introduced to EAS as part of the fire safety solution for tall residential properties. This CPD course provides learners with an understanding of the requirements of BS 5839-1 in relation to, the design, installation, commissioning, and maintenance of EAS.Who should attend?Anyone involved in the management of existing tall residential properties and those specifying or installing EAS e.g., leaseholders, FM providers, service managers, building/property managers, consultants, fire risk assessors, EAS contractors, EAS designers, F&amp;RS. Those attending would benefit from a basic knowledge of FD&amp;FA systems.Content﻿<ul style="color: rgb(63, 77, 90); box-sizing: border-box;" fr-original-style=" color: rgb(63, 77, 90);"><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Scope and Need for an EAS</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Consultation &amp; responsibilities</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">System components</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Evacuation alert zones</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">EAD &ndash; sounders &amp; audibility</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Arrangements for disabled people and Siting of EADs</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">EACIE and Power supplies</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Installation and commissioning</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Documentation, certification, and acceptance</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Maintenance</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Users&rsquo; responsibilities and Logbook</li><li fr-original-style="" style="box-sizing: border-box;">Assessment
</li></ul><img src="https://images.cademy.co.uk/88d338d8-7dc4-4054-bf9e-401495774eee/5293624b-3258-4be0-b61f-1d0469f76c49/original.png" style="width: 300px; display: block; vertical-align: top; margin: 5px auto; text-align: center; cursor: auto; padding: 0px 1px; user-select: none; max-width: 100%; position: relative; box-sizing: border-box;" fr-original-style="width: 300px; display: block; vertical-align: top; margin: 5px auto; text-align: center; cursor: auto;" fr-original-class="fr-draggable">

C30M01 - Evacuation Alert Systems

Course content
Learners will be introduced to EAS as part of the fire safety solution for tall residential properties. This CPD course provides learners with an understanding of the requirements of BS 5839-1 in relation to, the design, installation, commissioning, and maintenance of EAS.

Who should attend?
Anyone involved in the management of existing tall residential properties and those specifying or installing EAS e.g., leaseholders, FM providers, service managers, building/property managers, consultants, fire risk assessors, EAS contractors, EAS designers, F&RS. Those attending would benefit from a basic knowledge of FD&FA systems.

Content﻿
Scope and Need for an EAS
Consultation & responsibilities
System components
Evacuation alert zones
EAD – sounders & audibility
Arrangements for disabled people and Siting of EADs
EACIE and Power supplies
Installation and commissioning
Documentation, certification, and acceptance
Maintenance
Users’ responsibilities and Logbook
Assessment



Ember Compliance

Fire Evacuation

Engineer

Learners will be introduced to EAS as part of the fire safety solution for tall residential properties. This CPD course provides learners with an understanding of the requirements of BS 5839-1 in relation to, design, installation, commissioning, and maintenance of EAS.

C30M01 - Evacuation Alert systems - BS 8629 (online)

Real Estate Development cash flows require greater skill and flexibility from Analysts, and an ability to work with simultaneously with project partners. Value add and opportunistic property investments are complex both in their initial scope and their cash flow projections.This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.Residual models (profit &amp; site) are demonstrated first to illustrate the main components of any scheme and the traditional methods of evaluation such as profit on cost ratio, rental yield and interest cover. Development cash flows are then constructed in detail looking in particular at phased income as well as fixed, variable and incidental construction costs and their impact on the net cash flow. Additional performance metrics are calculated including geared IRR and return on equity.Development financing can be trickier than straightforward senior debt investment financing. This is because finance is often required in stages. The brought forward carried forward method demonstrated on the course, is the easiest way to deal with programmed debt drawdown functions and rolled-up interest.The assessment of project specific risk is arguably much more important in development schemes. Sensitivity analysis and scenario analysis are covered in the final section of the course. On this course you will&hellip;<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Learn how to calculate land and profit residuals</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Learn how to structure a full development cash flow, including phased sales, S-curve and straight line cost functions</li><li value="3" fr-original-style="" style="box-sizing: border-box;">You will be taught how to find maximum bidding prices for site development and building refurbishments</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Understanding development financing considerations and learn how to optimise financing</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analyse financial and project completion risks</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Employ best practice and find solutions to common modelling problems</li></ul> Who will benefit from this course?<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Developers</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Surveyors</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Real Estate professionals at any level with exposure to real estate financial models on a frequent basis</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Fund managers</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Asset managers</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Land managers</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Planning managers</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Lenders</li></ul> Course OutlineDay OneLearn how to build a discounted cash flow, analyse returns and understand the components of development models<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Gross versus Net Yields, calculating Net Development Value (NDV)</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Profit residual, with and without financing</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Site residual, how to calculate profit without knowing your costs.</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Introducing financing to site residual calculations</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Purchase price and acquisition costs</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Phased Sales, marketing and disposal costs</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Modelling construction costs using straight line basis, fixed costs, variable costs, incidental costs and construction fees</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Professional fees</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Income and expenditure project functions</li><li value="10" fr-original-style="" style="box-sizing: border-box;">Logic functions, logic tables and array formulae</li></ul> Day TwoLearn how to build a detailed property development project cash flow, add financing and perform risk analysis on commercial development projects<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Multiple IRRs, competing projects, scoping and linear programming, maximising performance</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Return metrics: Equity profit ratio (EPR), Costs paid out of proceeds (POP), Profit on cost ratio (PCR)</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Alternative site calculation, Net present value (NPV),</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Modelling construction costs using S-curve , variable costs, incidental costs and construction fees</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Switching between scenarios</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Introduction to Development financing, Pari Passu versus Equity First Financing</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Debt scheduling: brought forward and carried forward method</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Consideration of the impact of development finance interest, fees and covenants</li></ul> Included in the Course<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">CPD Accredited Certificate &amp; LinkedIn Proficiency Badge</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Course Files</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul> For more information about the Real Estate Developer such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:E - s.musgrave@bayfieldtraining.comT - 01223 517851W - <a href="https://www.bayfieldtraining.com/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.bayfieldtraining.com/" data-airgap-id="125" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">www.bayfieldtraining.com</a>



Real Estate Development cash flows require greater skill and flexibility from Analysts, and an ability to work with simultaneously with project partners. Value add and opportunistic property investments are complex both in their initial scope and their cash flow projections.
This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.
Residual models (profit & site) are demonstrated first to illustrate the main components of any scheme and the traditional methods of evaluation such as profit on cost ratio, rental yield and interest cover. Development cash flows are then constructed in detail looking in particular at phased income as well as fixed, variable and incidental construction costs and their impact on the net cash flow. Additional performance metrics are calculated including geared IRR and return on equity.
Development financing can be trickier than straightforward senior debt investment financing. This is because finance is often required in stages. The brought forward carried forward method demonstrated on the course, is the easiest way to deal with programmed debt drawdown functions and rolled-up interest.
The assessment of project specific risk is arguably much more important in development schemes. Sensitivity analysis and scenario analysis are covered in the final section of the course.


On this course you will…
Learn how to calculate land and profit residuals
Learn how to structure a full development cash flow, including phased sales, S-curve and straight line cost functions
You will be taught how to find maximum bidding prices for site development and building refurbishments
Understanding development financing considerations and learn how to optimise financing
Analyse financial and project completion risks
Employ best practice and find solutions to common modelling problems


Who will benefit from this course?
Developers
Surveyors
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
Fund managers
Asset managers
Land managers
Planning managers
Lenders


Course Outline
Day One
Learn how to build a discounted cash flow, analyse returns and understand the components of development models
Gross versus Net Yields, calculating Net Development Value (NDV)
Profit residual, with and without financing
Site residual, how to calculate profit without knowing your costs.
Introducing financing to site residual calculations
Purchase price and acquisition costs
Phased Sales, marketing and disposal costs
Modelling construction costs using straight line basis, fixed costs, variable costs, incidental costs and construction fees
Professional fees
Income and expenditure project functions
Logic functions, logic tables and array formulae


Day Two
Learn how to build a detailed property development project cash flow, add financing and perform risk analysis on commercial development projects
Multiple IRRs, competing projects, scoping and linear programming, maximising performance
Return metrics: Equity profit ratio (EPR), Costs paid out of proceeds (POP), Profit on cost ratio (PCR)
Alternative site calculation, Net present value (NPV),
Modelling construction costs using S-curve , variable costs, incidental costs and construction fees
Switching between scenarios
Introduction to Development financing, Pari Passu versus Equity First Financing
Debt scheduling: brought forward and carried forward method
Consideration of the impact of development finance interest, fees and covenants


Included in the Course
CPD Accredited Certificate & LinkedIn Proficiency Badge
Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
Course Files
Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee


For more information about the Real Estate Developer such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

Real Estate Finance

Microsoft Excel

Financial Risk Management

This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.

Real Estate Developer (Development Cash Flow Modelling in Excel)

Facilitated by: Teresa Nightingale, HIGN trustee and Income Generation &amp; Marketing Director, Wirral Hospice St John&rsquo;s.Sharing and networking session.<div fr-original-style="" style="box-sizing: border-box;"> </div><div fr-original-style="" style="box-sizing: border-box;">Q2 Reporting THIS SESSION WON&#39;T BE RECORDED. <div fr-original-style="" style="box-sizing: border-box;"> Session aimed at fundraising leaders: Directors | Heads of | Leads | Managers</div></div>

Sharing & Networking - Light up a Life (or name used) appeals, switch-on events, and marketing

Session aimed at those working in individual giving, in-memory, events, and marcomms roles

THIS SESSION WILL NOT BE RECEORDED

Hospice Income Generation Network

Wed 18 Jun 2025 - Light up a Life

Sharing & Networking - Q4 Reporting
Session aimed at fundraising leaders: Directors | Heads of | Leads | Managers
THIS SESSION WILL NOT BE RECORDED

Wed 18 June 2025 - Lunchtime Leaders - Q4 Reporting

In January 2024 alone, reports were published about the SRA taking enforcement action against 3 firms and 4 individuals for failure to comply with the Money Laundering Regulations 2017. The fines issued for these non-compliances total over &pound;570,000 plus costs. The absence of staff training, or requirement to complete additional training, was noted in a number of these cases.As a manager of a law firm, or more crucially an MLRO or MLCO, the ultimate responsibility for the firm&#39;s compliance, including with the MLR 2017, lies with you. It is your responsibility to ensure that the firm puts in place, reviews and updates compliant policies, controls and procedures. You must ensure that the firm maintains an up to date practice wide risk assessment. You are required to ensure that your employees are regularly given training on the MLR 2017 and associated risks.If a breach occurs, the SRA will take a wider look at the firm and identify any supervisory deficiencies that may have contributed to failures by fee earners or support staff. It has proven that it will not shy away from holding to account managers, compliance officers and MLRO/MLCOs for failures by their firms to comply with requirements of the MLR 2017.This course will cover the following to assist firms MLROs, MLCOs and&nbsp;Management with fulfilling their AML management responsibilities:<ul fr-original-style="" style="box-sizing: border-box;"><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">How to comply with your obligations and stay compliant</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">FWRA &ndash; linked with PCPs</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">Mandatory AML Policies and Procedures - SRA have concerns</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">Training and supervising staff</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">Audits</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">SRA requirements</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">Reporting SARS</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">POCA/TA</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">Fulfilling reporting officer and compliance officer duties</div></li></ul><h2 fr-original-style="" style="box-sizing: border-box;">Target Audience</h2>The online course is suitable for MLROs, MLCOs, firm management and those supporting these roles.<h2 data-key="21" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Resources</h2>Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training.<p data-key="30" data-slate-fragment="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" style="color: rgb(0, 0, 0); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Please note a recording of the course will&nbsp;not&nbsp;be made available.<h2 data-key="35" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Speaker</h2><h3 style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);"><a href="https://dglegal.co.uk/the-team/helen-torresi/" target="_blank" rel="noopener noreferrer" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">Helen Torresi, Consultant, DG Legal</a></h3>Helen is a qualified solicitor with a diverse professional background spanning leadership roles in both the legal and tech/corporate sectors. Throughout her career, she has held key positions such as COLP, HOLP, MLCO, MLRO and DPO for law firms and various regulated businesses and services.Helen&rsquo;s specialised areas encompass AML, complaint and firm negligence handling, DPA compliance, file review and auditing, law management, and operational effectiveness in law firms, particularly in conveyancing (CQS).

In January 2024 alone, reports were published about the SRA taking enforcement action against 3 firms and 4 individuals for failure to comply with the Money Laundering Regulations 2017. The fines issued for these non-compliances total over £570,000 plus costs. The absence of staff training, or requirement to complete additional training, was noted in a number of these cases.
As a manager of a law firm, or more crucially an MLRO or MLCO, the ultimate responsibility for the firm's compliance, including with the MLR 2017, lies with you. It is your responsibility to ensure that the firm puts in place, reviews and updates compliant policies, controls and procedures. You must ensure that the firm maintains an up to date practice wide risk assessment. You are required to ensure that your employees are regularly given training on the MLR 2017 and associated risks.
If a breach occurs, the SRA will take a wider look at the firm and identify any supervisory deficiencies that may have contributed to failures by fee earners or support staff. It has proven that it will not shy away from holding to account managers, compliance officers and MLRO/MLCOs for failures by their firms to comply with requirements of the MLR 2017.
This course will cover the following to assist firms MLROs, MLCOs and Management with fulfilling their AML management responsibilities:
How to comply with your obligations and stay compliant
FWRA – linked with PCPs
Mandatory AML Policies and Procedures - SRA have concerns
Training and supervising staff
Audits
SRA requirements
Reporting SARS
POCA/TA
Fulfilling reporting officer and compliance officer duties
Target Audience
The online course is suitable for MLROs, MLCOs, firm management and those supporting these roles.
Resources
Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training.
Please note a recording of the course will not be made available.
Speaker
Helen Torresi, Consultant, DG Legal
Helen is a qualified solicitor with a diverse professional background spanning leadership roles in both the legal and tech/corporate sectors. Throughout her career, she has held key positions such as COLP, HOLP, MLCO, MLRO and DPO for law firms and various regulated businesses and services.
Helen’s specialised areas encompass AML, complaint and firm negligence handling, DPA compliance, file review and auditing, law management, and operational effectiveness in law firms, particularly in conveyancing (CQS).



DG Legal

Anti-Money Laundering (AML)

Anti-Money Laundering (AML) Training For MLROs, MLCOs And Law Firm Management Course

General Delegate

A discount is available for delegates attending from firms with a current retainer contract with DG Legal (please contact us by email to admin@dglegal.co.uk for confirmation of eligibility).   If you choose this option and are not eligible, you are still bound to pay the full rate and will be invoiced accordingly.

Retainer Delegate

This Real Estate Financial Modelling course will enhance delegates skills in crafting sophisticated financial models tailored for debt financing within the Real Estate sector.This is another One-Day course that is intended for the most ambitious modellers in the property industry, with a focus on constructing a flexible Real Estate Debt Model. This Real Estate Finance course follows on perfectly from our Real Estate Analyst and Real Estate Developer training courses. On this course delegates will... &bull; Learn how to build senior debt models with geared net cash flow. &bull; Explore and assess the influence of complex debt structures on returns. &bull; Develop advanced mezzanine debt models affecting project cash flows. &bull; Model joint venture structures for optimised partnerships. &bull; Calculate promote and profit share structures in Real Estate transactions. &bull; Construct sophisticated project cash flow models with mezzanine debts. Who will benefit from this course? &bull; Real Estate Professionals who have had exposure to Real Estate financial models &bull; Mid to Senior level Real Estate Analysts looking to develop their financial modelling skills in development, portfolio analysis &bull; Real Estate Developers &bull; Financial Analysts &bull; Investment Managers &bull; Banking and Finance Professionals in Real Estate Course Outline &bull; Mathematics of amortisation and debt finance. &bull; Basic senior debt models and geared net cash flow. &bull; Debt Cash Flow metrics: LTV, IRR and Interest Rate Dynamics. &bull; Mezzanine debt modelling. &bull; Joint Venture structures between developers and lender/equity partners. &bull; Promote and profit share structure calculations. &bull; Advanced project cash flows with mezzanine debt. Included in the Course<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">A Bayfield Training Certificate</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Course Files</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul> For more information about the Real Estate Finance such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:E - s.musgrave@bayfieldtraining.comT - 01223 517851W - <a href="https://www.bayfieldtraining.com/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.bayfieldtraining.com/" data-airgap-id="125" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">www.bayfieldtraining.com</a>



This Real Estate Financial Modelling course will enhance delegates skills in crafting sophisticated financial models tailored for debt financing within the Real Estate sector.
This is another One-Day course that is intended for the most ambitious modellers in the property industry, with a focus on constructing a flexible Real Estate Debt Model. This Real Estate Finance course follows on perfectly from our Real Estate Analyst and Real Estate Developer training courses.

On this course delegates will...
• Learn how to build senior debt models with geared net cash flow.
• Explore and assess the influence of complex debt structures on returns.
• Develop advanced mezzanine debt models affecting project cash flows.
• Model joint venture structures for optimised partnerships.
• Calculate promote and profit share structures in Real Estate transactions.
• Construct sophisticated project cash flow models with mezzanine debts.

Who will benefit from this course?
• Real Estate Professionals who have had exposure to Real Estate financial models
• Mid to Senior level Real Estate Analysts looking to develop their financial modelling skills in development, portfolio analysis
• Real Estate Developers
• Financial Analysts
• Investment Managers
• Banking and Finance Professionals in Real Estate

Course Outline
• Mathematics of amortisation and debt finance.
• Basic senior debt models and geared net cash flow.
• Debt Cash Flow metrics: LTV, IRR and Interest Rate Dynamics.
• Mezzanine debt modelling.
• Joint Venture structures between developers and lender/equity partners.
• Promote and profit share structure calculations.
• Advanced project cash flows with mezzanine debt.


Included in the Course
A Bayfield Training Certificate
Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
Course Files
Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee


For more information about the Real Estate Finance such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

Financial Analysis

This Real Estate Financial Modelling course will enhance delegates skills in crafting sophisticated financial models tailored for debt financing within the Real Estate sector.

Real Estate Finance (Debt Financing)

The Dental Practice Legionella Responsible Person Course is a comprehensive 3-hour verified CPD course designed specifically for Practice Owners, Registered Managers, Managers, and Senior Infection Control Leads. This course, delivered entirely online, offers an in-depth exploration of legionella management within the dental practice environment, ensuring compliance with the HSE ACOP L8, HSG274 Part 2, HTM 04-01, and HTM01-05 standards.Participants will gain an advanced level of understanding, knowledge, and confidence in handling legionella risks and implementing effective control measures in dental settings. The course is conducted live by highly trained and competent instructors, providing an interactive learning experience. Upon completion, each candidate will receive a verified CPD Certificate, fully compliant with General Dental Council (GDC) guidance, affirming their proficiency in this crucial aspect of dental practice management.

The Dental Practice Legionella Responsible Person Course is a comprehensive 3-hour verified CPD course designed specifically for Practice Owners, Registered Managers, Managers, and Senior Infection Control Leads. This course, delivered entirely online, offers an in-depth exploration of legionella management within the dental practice environment, ensuring compliance with the HSE ACOP L8, HSG274 Part 2, HTM 04-01, and HTM01-05 standards.

Participants will gain an advanced level of understanding, knowledge, and confidence in handling legionella risks and implementing effective control measures in dental settings. The course is conducted live by highly trained and competent instructors, providing an interactive learning experience. Upon completion, each candidate will receive a verified CPD Certificate, fully compliant with General Dental Council (GDC) guidance, affirming their proficiency in this crucial aspect of dental practice management.

This course is delivered online via Zoom. By default, sessions are shared with other practices, with a maximum of 12 participants per session. If you prefer a private session exclusively for your practice, you can select the private session option during booking.

If y


The First Principle Group Ltd

Dental Practice Manager

Infection Prevention & Control

Legionella

Legionella Responsible Person

Health & Safety At Work

Enhance your dental practice's safety and compliance with our 3-hour CPD accredited Dental Practice Legionella Responsible Person Course. Designed for Practice Owners, Registered Managers, and Senior Infection Control Leads, this online course offers expert guidance on legionella management, aligning with HSE ACOP L8, HSG274 Part 2, HTM 04-01, and HTM01-05 standards. Gain advanced understanding and confidence in legionella prevention in dental settings. Receive a GDC-compliant CPD Certificate upon completion. Join our live sessions led by skilled instructors for a transformative learning experience in dental health and safety management.

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