Duration 5 Days 30 CPD hours This course is intended for This course is intended for those who provide site collection and site administration and are power users or IT professionals who are tasked with supporting or working within the SharePoint 2016 environment on premise and/or in Office 365. Overview After completing this course, students will be able to: - Design and implement a company portal structure using SharePoint 2016 objects including sites, libraries, lists and pages - Explain the role of security and permissions throughout SharePoint 2016 - Implement guidelines for consistency in building a company portal to aid in the day-to-day administration of content in SharePoint 2016 - Enhance the design and content of a company portal using SharePoint 2016 pages and web parts - Explain the importance of governance for the planning and managing future growth of the - SharePoint 2016 implementation - Identify options to integrate data from other systems such as Microsoft Office, as well as preserve existing data - Explain the role of social networking in SharePoint 2016 and its impact on collaboration This course is intended for power users and IT professionals who are tasked with working within the SharePoint 2016 environment and conduct site collection and site administration. Getting Started with SharePoint 2016 Exploring SharePoint 2016 Site Collection and Site Administrator Roles Defining SharePoint Terminology Navigating a SharePoint Site Interacting with the Ribbon Creating and Editing Basic Content What is Metadata? Versions of SharePoint Standard Enterprise O365 Building a Site Collection with Apps The Structure of SharePoint Creating a Site What does a site template come with? Defining SharePoint Apps Customizing Lists and Libraries Creating/Managing Lists and Libraries through SharePoint Designer Explaining Views on Lists and Libraries Creating Views in Lists and Libraries Modifying Navigation Turning Site Features On/Off Reorganizing a Site using Site Content and Structure feature Lab 1: Creating a Structured Company Portal Lab 2: Creating a List Using SharePoint Designer (Optional) Creating Consistency across Sites Defining Site Columns Defining Content Types Implementing a Taxonomy Using Templates to Promote Consistency Lab 1: Creating Site Columns and Content Types Lab 2: Implementing a Taxonomy Lab 3: Configuring the Content Organizer SharePoint Permissions Explaining Permissions and Security in SharePoint Creating SharePoint Groups Managing Permissions within SharePoint Sharing versus Traditional Security Sharing as different permission levels Lab 1: Managing Permissions in SharePoint Working with Pages and Web Parts Changing the Appearance of the Portal Editing a Page wiki web part Working with Web Parts and App Parts App Parts Content Search Web Part Relevant Documents Content query Table of Contents Pictures Web Part Connections Filter web parts Web parts with Targeting Audience Lab 1: Adding and Configuring Web Parts Lab 2: Connecting Web Parts Lab 3: Applying Themes to Your Company Portal Document and Records Management Basic Content Approval Versioning Check In/Out Holds Retention Policy Document ID Content Organizer Compliance Policy Center Site Template EDiscovery Records Center Lab 1: Working with Advanced Document Management Features Lab 2: Leveraging Records Management to Preserve Data Workflow Alerts Out of the Box Workflow Activating Workflow Features Approval Workflow Creating a Workflow in SharePoint Designer Lab 1: Creating an Approval Workflow from SharePoint Lab 2: Creating a Custom Workflow in SharePoint Designer (Optional) Office Integration Outlook Calendar Contacts Excel Word PowerPoint OneDrive for Business OneNote Access Lab 1: Importing and Exporting Excel Data with SharePoint Lab 2: Linking Outlook and SharePoint Creating Publishing Sites Why use a publishing site? Publishing Pages Enabling Web Content Management Managing the Structure of Web Content Navigating a Site Using Managed Metadata Lab 1: Creating a Rich Publishing Sit Lab 2: Configuring a Publishing Approval Process Lab 3: Implementing a Managed Navigation Site Bridging the Social Gap My Sites Configuring Social Features in SharePoint Posts, Tags and Mentions Creating a Community Site Lab 1: Designing a Social Experience in SharePoint 2016 Lab 2: Creating a Community Site Finding Information Using Search Exploring the Search Features in SharePoint Configuring Search Settings Search Analytics Search Visibility Lab 1: Configuring an Advanced Search Center Planning a Company Portal Using SharePoint Defining SharePoint Governance Working with Information Architecture Implementing Site Hierarchies Discussing the Execution of Governance Site Collection Administrator Settings Exploring Settings for Site Collection Administrators Exploring Settings for Site Administrators Site Closure Policies Additional course details: Nexus Humans 55234 SharePoint 2016 Site Collections and Site Owner Administration training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the 55234 SharePoint 2016 Site Collections and Site Owner Administration course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
An M&A specialist is a senior CFO with a proven track record of overseeing and implementing mergers and acquisitions. An M&A specialist is a senior CFO with a proven track record of overseeing and implementing mergers and acquisitions. They may be hired on a full-time basis and carry a full CFO workload or can be recruited on a part-time or interim basis to focus on a specific merger or acquisition. This flexibility is ideal for start-ups and SMEs who don’t have the budget to recruit a full external team to oversee an M&A or to hire a full-time CFO. The CFO is a link between both companies engaged in the M&A, acting as the eyes and ears for both the board and CEO. Their financial skills enable them to identify potential M&A opportunities and incorporate risk management into their strategy to get the most value out of their deal. Most companies evolve their approach to mergers and acquisitions organically, especially those who rely on an M&A specialist instead of having a dedicated team that works solely on M&A. The CFO is responsible for considering any potential acquisitions, crunching the numbers involved, and ensuring due diligence. They’ll be responsible for determining the value of a potential M&A and presenting it to the company’s board and leadership team to determine whether to make the purchase. An M&A specialist is responsible for gathering the data – including both positive and negative factors – to present an objective look at the other organisation and the potential value the acquisition could bring. CFOs will spend most of their time getting to grips with the numbers involved, long before presenting the M&A proposal to the board. This exercise also requires them to have real-time insight into their own company’s performance, value, and finances to paint a wider picture. An M&A specialist will take the critical steps of ensuring that the numbers presented to them are correct. CFOs who don’t specialise in M&As will still have the skill set required to oversee the process but may lack the efficiency and unique insight of an M&A specialist. Companies that are exploring the option of a merger or being acquired by another company may also decide to recruit an M&A specialist to prepare their accounting. The organisation will want to ensure they present the correct numbers to get the correct valuation and prevent any delays further in the process if incorrect numbers pop up. Getting on top of the data early can enable CFOs to plan accordingly. Most will want to provide extra time within their strategy for any potential hiccups along the way. Spending more time on the data early on can speed up the process while still ensuring due diligence is met. Visit our website to learn more https://www.fdcapital.co.uk/mergers-and-acquistions-specialist/ Tags Online Events Things To Do Online Online Networking Online Business Networking #finance #insights #cfo #mergers #acquisitions
Generating new leads and new business can be both time-consuming and frustrating. It's not easy - it takes skill, careful preparation and the creation of effective models and methods, even perhaps using formal approaches and scripts. Once generated, a new lead or enquiry must also be carefully managed to maximise the potential revenue it can generate. But it's crucial to get it right. If your company can afford not to worry about getting new business - congratulations! If your company is completely confident that it is performing at peak potential in generating new leads - again, congratulations! But if your company is working in the real world, couldn't your team do with some help, to become even just that little bit more effective, to make the process just that little less painful? This highly practical, intensive workshop gives sales teams the proven strategies and tactics they need to build a sustainable new business pipeline. This course will help participants: Develop a clear and consistent process for new business development and lead-generation Master the secret of effective new business development and lead-generation - 'only sell the appointment or next stage of the sales process, not your product or service' Set and achieve the right level of new business development and lead-generation activity to achieve your personal and organisational sales goals Apply the key principles of effective prospecting and pipeline management using a proven toolkit and approach Overcome the most common 'put-offs' when conducting telephone or face-to-face business-development and lead-generation activities Develop an engaging telephone voice and manner - and a 'networking personality' Qualify potential opportunities with more accuracy on a consistent basis Prioritise opportunities and manage their time when sourcing new business Discover online sources of leads, contacts and referrals Overcome psychological blocks to cold or warm calling - theirs and the client's Identify potential prospects - and decision-makers and influencers within target prospects - with greater accuracy Make outbound sales or appointment calls with improved confidence, control and results Improve the conversion of calls to appointments by using more effective questions and sales messages Get past gatekeepers and assistants more effectively Make the most of your CRM software and systems 1 Online marketing - what works! Workshop overview and learning objectives Choosing your social media channels LinkedIn for sales and marketing Designing and implementing an effective new business email campaign online Creating a lead-generation strategy online - with case studies Avoiding common mistakes in social media marketing Case study: 'Best practice in social media sales and marketing' Using blogs and video-based marketing (eg, YouTube) New trends and how to keep your finger on the 'social media' pulse Twenty essential websites and online marketing tools 2 Making appointments by telephone Planning the call, telephone techniques, integrating with email and online marketing Developing a clear and consistent process to appointment-making Setting and achieving the right level of telephone activity to achieve your appointment goals Applying the key principles of effective prospecting and pipeline management generation, using a proven toolkit and approach Overcoming the most common 'put-offs' to seeing or engaging with you Overcoming psychological blocks to cold or warm calling - yours and the client's Identifying potential prospects - and decision-makers and influencers within target prospects - with greater accuracy Making outbound sales or appointment calls with improved confidence, control and results Improving conversion of calls to appointments by using more effective questions and sales messages The five keys to developing an engaging telephone voice and approaching manner 3 Power networking Strategies for networking and B2B referral-based marketing The importance, and different types, of networking How to work a room - preparation and strategy Communication dynamics in networking - the power of the listening networker Assumptions when networking Business networking etiquette Making connections, asking for cards, contact details and referrals, gaining follow-up commitments Building relationships - follow-up and follow-through 4 Developing new leads Strategies for first-time sales calls Gaining rapport and opening first-time and new business sales calls effectively Advanced consultative selling - questioning techniques to quickly and efficiently uncover opportunities, need areas and preferences Presenting your solution to a new or first-time customer - creating an enthusiastic and compelling personalised and persuasive summary of your proposal Value message - differentiate your solutions clearly and accurately, with tailored value statements Presenting the right initial USPs, features and benefits and making them relevant and real to the customer Smart ways to position price, emphasise value and be a strong player without being the cheapest or leading on price Learn and use advanced techniques to determine customer needs, value and decision-making criteria in depth on a first-time call 5 Organised persistence - CRM and prospect-tracking Organised persistence - sales tracking, following up on 'sleeping' customers, gaining referrals, time and territory management Maintaining a good database for maximising new business ROI Developing a contact strategy with different types and levels of contact Analysing your contact base using state-of-the-art software and tools Making the most of your CRM systems and solutions Understanding that your attitude makes a difference when sourcing new business Setting SMART objectives for new business development and lead-generation Practical exercise - setting personal development and business goals Time management tips to improve daily productivity New business pipeline management strategies for peak sales performance 6 Workshop summary and close Practical exercise - developing your new business action plan Review and feedback
The market for professional services is becoming increasingly competitive, with some firms and individuals becoming very effective at winning new work, leaving others lagging way behind. Given the choice between spending time on client work and business development work, we all tend to choose that which we feel to be easier, more attractive and more aligned with our image of ourselves. We stay within our comfort zones, we focus on client work, and we only resort to business development work when we have to, which can also lead to 'feast or famine' syndrome. The programme will help participants: Understand the professional business development approach and the style that is appropriate for their business and their clients Follow a process to guide their conversations and business development meetings Prepare thoroughly for a business development meeting/contact with a client to ensure they use their time efficiently and maximise results Create a great first impression and professional opening to a conversation Ask open questions and listen effectively in order to spot opportunities, understand needs and progress the opportunity Identify and understand buying and decision-making processes and criteria Skilfully and confidently handle questions and objections Sell the benefits of their services and approach over those of their competitors Progress the sale by agreeing next steps and gaining commitment appropriately 1 Introduction Aims and objectives of the programme Personal introductions and objectives Workshop overview 2 An introduction to business development and selling for professionals What is selling? Who are you selling to? The buying experience What clients want The four-step business development process The business development cycle and pipeline management Upselling and cross-selling as well as winning new clients 3 Networking and generating leads What is networking? Networking objectives It's not what you know but who you know Asking for referrals and introductions Making appointments from networking activity 4 Opening the sales relationship/sales meeting What potential customers are thinking Judging first impressions Creating positive first impressions Building rapport and creating interest and impact Earning the right 5 Core communication skills for professional selling Overcoming barriers to listening The art of listening Questioning refresher Types of questions Questioning funnel 6 Understanding and identifying needs and opportunities Identifying the questions to ask to identify needs and opportunities Questions to move us through the buying and selling process Understanding their buying processes Asking questions that position you as a 'trusted adviser' The questions that give you a competitive advantage Knowing when you have asked enough questions 7 Introducing solutions Tailoring your 'pitch' to the client Speaking the client's language Using features and benefits Applying the benefit cycle 8 Handling objections and concerns Identifying the typical objections and concerns Understanding why clients raise objections and concerns Following a structure for handling objections Handling the price objection 9 Gaining commitment Knowing when to close The art of checking Recognising buying signals Small c and big C 10 Putting it all together Personal learning summary and action plans
Duration 3 Days 18 CPD hours This course is intended for Technical Leaders Overview What is BlockchainHow does Blockchain workTypes of BlockchainsHow is Blockchain different from what we have todayWhat are use cases for BlockchainWhat does a Blockchain app look likeHow do I design a Blockchain appHow do I develop a Blockchain appHow do I test a Blockchain app This instructor-led 3 day Blockchain Architecture training is for technical leaders who need to make decisions about architecture, environment, and development platforms. What is Blockchain? A record keeping system Trust Decentralization Trustless environment How does Blockchain work? Announcements Blocks Nodes Chaining Verification Consensus Scalability Privacy Crypto Hashing Digital Fingerprinting PoW vs PoS Types of Blockchains Public vs Private Open vs closed Smart Contracts Blockchain as History Tokens / Coins Gas How is Blockchain different from what we have today? Decentralized Peer-to-peer architecture Software vs Firmware Database vs Blockchain Distributed database or other technology? Data Sovereignty Group Consensus What are Use Cases for Blockchain? Use Case Examples Currency Banking Services Voting Medical Records Supply Chain / Value Chain Content Distribution Verification of Software Updates (cars, planes, trains, etc) Law Enforcement Title and Ownership Records Social Media and Online Credibility Fractional asset ownership Cable Television billing High fault tolerance DDoS-proof Public or Private Blockchain? Who are the participants? What does a Blockchain app look like? DApp Resembles typical full stack web application Any internal state changes and all transactions are written to the blockchain Node.js IDE Public Blockchain visibility Private Blockchain solutions Oracles How do I design a Blockchain app? What does this solution need to let users do? Will the proposed solution reduce or remove the problems and pain points currently felt by users? What should this solution prevent users from doing? Do you need a solution ready for heavy use on day 1? Is your solution idea enhanced by the use of Blockchain? Does the use of Blockchain create a better end-user experience? If so, how? Has your business developed custom software solutions before? What level of support are you going to need? How big is the developer community? Does your vision of the future align with the project or platform's vision of the future? Does the platform aim to make new and significant contributions to the development space, or is it an efficiency / cost play? Should the solution be a public or private Blockchain? Should the solution be an open or closed Blockchain? Create a plan for contract updates and changes! Hybrid solutions Monetary exchanges? How do I develop a Blockchain app? AGILE approach pre-release Define guiding principles up front Software vs Firmware Announcements, not transactions! Classes, not contracts Link contracts to share functions Use calling contracts to keep contract address the same Hyperledger vs Ethereum CONSIDER No of Users * Avg No of Transactions (state changes) per User Should a Blockless solution be applied? Performance Security Anonymity Security Monolithic vs Modular Sandwich complexity model How do I test a Blockchain app? Recommend 5x to 10x traditional application testing time Security Networks
Sharing & Networking - Regular giving fundraising programmes. Session aimed at those working in supporter care, individual giving and leadership roles. THIS SESSION WILL NOT BE RECORDED
Sharing and networking session to discuss in memory giving: funeral donations, tribute funds, memory trees / gardens, and any other related areas. This session won’t cover Light up a Life as we host several sessions a year on that topic. THIS SESSION WILL NOT BE RECORDED Session aimed at those working in supporter care, individual giving, in memory
Financial reporting best practices involve adherence to accounting principles, regulatory requirements, and industry standards. CFOs should stay informed about evolving accounting standards and regulatory changes. Regularly review updates from regulatory bodies such as the Financial Reporting Council (FRC) and International Financial Reporting Standards (IFRS) to ensure compliance. Engage with industry associations and professional networks to stay abreast of best practices and emerging trends in financial reporting. By actively staying informed, CFOs can adapt their processes and policies to meet changing requirements. Regulatory compliance is a key aspect of financial reporting. How do CFOs navigate the landscape of regulatory requirements and ensure compliance within their organisations? Navigating the regulatory landscape requires a proactive and diligent approach. CFOs must develop a deep understanding of the relevant regulations, such as the Companies Act, UK GAAP, or IFRS, depending on the reporting framework. They collaborate with legal teams and auditors to interpret and apply the regulations correctly. Implementing strong internal controls, conducting regular compliance assessments, and engaging in external audits are essential steps to ensure compliance and mitigate potential risks. Compliance is an ongoing process. CFOs should establish a culture of compliance throughout the organization, emphasizing the importance of ethical practices, accuracy, and transparency in financial reporting. Training programs, internal communication, and regular compliance reviews help foster a compliance-conscious culture. By creating a framework that promotes adherence to regulations, CFOs establish a solid foundation for accurate and reliable financial reporting. https://www.fdcapital.co.uk/podcast/the-intricacies-of-financial-reporting-and-compliance-in-the-uk/ Tags Online Events Things To Do Online Online Seminars Online Business Seminars #financial #compliance #reporting #uk #intricacies
The Fintech Frontier: Why FDs Need to Know About Fintech,” the podcast where we delve into the world of financial technology There are numerous areas where fintech can make a significant impact. For example, payment processing and reconciliation can be streamlined through digital payment solutions and automated tools. Data analytics and artificial intelligence can enhance financial forecasting, risk management, and fraud detection. Blockchain technology can revolutionize supply chain finance and streamline processes involving multiple parties. By understanding the capabilities of these fintech solutions, FDs can identify areas for improvement and select the right technologies to optimise their financial operations. Additionally, fintech can greatly enhance financial reporting and analysis. Advanced data analytics tools can extract meaningful insights from vast amounts of financial data, enabling FDs to make data-driven decisions and identify trends and patterns. Automation of repetitive tasks, such as data entry and reconciliation, reduces the risk of errors and frees up valuable time for FDs to focus on strategic initiatives. The adoption of cloud-based financial management systems also provides flexibility, scalability, and real-time access to financial data, empowering FDs to make informed decisions on the go. With the rapid pace of fintech advancements, how can FDs stay up to date and navigate the evolving fintech landscape? Continuous learning and engagement with the fintech community are key. Attend industry conferences, participate in webinars and workshops, and engage with fintech startups and established players. Networking with professionals in the field, joining fintech-focused associations, and following relevant publications and blogs can help FDs stay abreast of the latest fintech developments. Embracing a mindset of curiosity and adaptability is crucial in navigating the ever-changing fintech landscape. I would also encourage FDs to foster partnerships and collaborations with fintech companies. Engage in conversations with fintech providers to understand their solutions and explore potential synergies. By forging strategic partnerships, FDs can gain access to cutting-edge technologies and co-create innovative solutions tailored to their organisation’s unique needs. As we conclude, do you have any final thoughts or advice for our FD audience regarding fintech? Embrace fintech as an opportunity, not a threat. Seek to understand its potential and how it can align with your organisation’s goals and strategies. Be open to experimentation and pilot projects to test the viability of fintech solutions. Remember that fintech is a tool to enhance and optimize financial processes, and as FDs, we have a crucial role in driving its effective implementation. https://www.fdcapital.co.uk/podcast/the-fintech-frontier-why-fds-need-to-know-about-fintech/ Tags Online Events Things To Do Online Online Conferences Online Business Conferences #event #fintech #knowledge #fds #frontier
Talent Management and Succession Planning,” the podcast where we explore the critical aspects of attracting and retaining top finance talen Talent management is the lifeblood of any organisation, and finance departments are no exception. In a competitive business landscape, attracting and retaining top finance talent can make a significant difference. Highly skilled and motivated professionals drive innovation, improve financial performance, and contribute to strategic decision-making. By investing in talent management, CFOs ensure their organisations have the right people in the right roles, which is vital for sustainable growth and success. Talent management also enables CFOs to build a culture of continuous learning and development. By nurturing the skills and capabilities of finance professionals, we create an environment that fosters innovation and adaptability. This is crucial in today’s rapidly changing business landscape, where finance teams need to keep pace with evolving technologies, regulations, and industry trends. Talent management provides a foundation for building a resilient and agile finance function. Succession planning is an integral part of talent management. How do CFOs approach succession planning, particularly in finance leadership roles? Succession planning is a proactive approach to ensure a smooth transition of leadership roles. CFOs need to identify high-potential individuals within their finance teams and provide them with opportunities for growth and development. This includes mentorship, training programs, and exposure to cross-functional experiences. By preparing a pipeline of future finance leaders, CFOs can mitigate the risks associated with unexpected departures or retirements, ensuring continuity and stability in finance leadership. Additionally, succession planning should encompass diversity and inclusion. CFOs recognize the importance of building diverse finance teams that reflect the broader talent pool. By providing equal opportunities for underrepresented groups and promoting inclusivity, we foster a culture of belonging and tap into a wider range of perspectives and ideas. Diverse teams drive innovation and improve decision-making, contributing to the overall success of the organisation. How do CFOs create a talent development culture within their finance teams, and what initiatives can be implemented to foster continuous growth? CFOs can create a talent development culture by prioritizing learning and development initiatives. This includes offering ongoing training programs, supporting professional certifications, and providing access to resources that enhance technical and soft skills. CFOs should encourage finance professionals to take ownership of their own development and provide opportunities for them to stretch their capabilities. This may involve cross-functional projects, exposure to different areas of the business, or participation in industry conferences and networking events. Additionally, mentorship and coaching programs play a crucial role in talent development. CFOs can pair experienced finance leaders with up-and-coming talent, fostering knowledge transfer, and providing guidance and support. Encouraging regular feedback and performance discussions helps finance professionals understand their strengths and areas for improvement, enabling targeted development plans. By creating a culture that values continuous learning and growth, CFOs empower their finance teams to reach their full potential. https://www.fdcapital.co.uk/podcast/talent-management-and-succession-planning/ Tags Online Events Things To Do Online Online Classes Online Business Classes #leadership #development #successionplanning #employees #talentmanagement