Portfolio Management Skills: In-House Training The main purpose of this workshop is to equip and enable people in a portfolio management office and PMO to effectively and efficiently support the Executive Leadership and Operational Management to plan, implement, manage, and evolve portfolio management in their organization. There is a deliberate focus on preparing you to become a strong and effective change advocate for meaningful portfolio management that delivers objective measurements of benefit contribution towards the strategic objectives to lead, manage, and continuously improve portfolio management governance, processes, and frameworks with and through the direction of a portfolio practice, principles, and delivery boards. What you Will Learn At the end of this program, you will be able to: Articulate the benefits of portfolio management Link the initiatives in an organization with its strategic objectives Participate in the introduction of portfolio management in an organization Create or improve the portfolio governance structure Lead the inventory of ongoing and new initiatives Assist the executives in the prioritization of initiatives through the use of Multi-criteria Analysis and other selection tools Support the executives in balancing the portfolio based on the optimal use of resources and priorities Create a portfolio delivery plan Define thresholds and variance reporting criteria Assist the executives and the financial team in the definition of Stage Gate Funding Lead the Stage Gate reviews Analyze the benefits that are being realized by the initiatives Foundation Concepts Definitions Benefits of Portfolio Management Objectives of Portfolio Management Portfolio Life Cycles Governing the Portfolio Portfolio Governance structure Roles and responsibilities Initial activities when starting portfolio management Prioritizing Initiatives Prioritize purpose Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic alignment Balancing the Portfolio Allocating resources and budgets Communicating decisions of initiatives status Planning the Portfolio Planning review cycles Using Stage Gate Funding Setting thresholds and variance reporting Tool examples Managing the Portfolio Delivery Project and Program Life Cycles Stage Gate Reviews Loop back to Prioritize, Balance and Plan Interaction with the Portfolio Delivery Board Project, Program and Functional Managers' roles and responsibilities
Duration 5 Days 30 CPD hours This course is intended for Microsoft Dynamics 365 Finance and Operations Apps Developers Overview By the end of this course, you will learn to develop fully realized solutions by using standardized application coding patterns. In this course, you will learn the tasks needed to fulfill the role of developer in Dynamics 365 Finance and Operations Apps. The Dynamics 365 for Finance and Operations (FO) developer is a key technical resource that implements and extends the application to meet the requirements of the business. Module 1: Overview & Architecturen Explore the ecosystem and main components Explore the technical architecture Explore design and deployment considerations Module 2: Developer Tools Manage implementations by using Lifecycle Services Manage source code by using version control Customize by using Visual Studio Module 3: Solution Design Implement application lifecycle management Module 4: AOT Elements Build extended data types and enumerations Build tables Build forms and optimize form performance Create classes Create other user interface elements Module 5: Code Development & Testing Explore the test framework and use tools Get started with development using X++ Develop object-oriented code Use RSAT tool Module 6: Data Migration Prepare data for migration Module 7: Frameworks Introduction Explore extensions and the extension framework Extend elements SysOperationSandbox framework Summary Module 8: Integration Identify data integration patterns and scenarios Implement data integration concepts and solutions Implement the data management package API Data integrations Integrate with Microsoft Azure Connecting to Power Platform services Consume business events Integrate Finance and Operations apps with Microsoft Dataverse Module 9: Reporting Explore the reporting tools Build reports Build workspaces Manage data sources with external data stores Module 10: Security & Performance Work with performance and monitoring tools Implement role-based security Apply basic performance optimization techniques Additional course details: Nexus Humans MB-500T00 Dynamics 365 - Finance and Operations Apps Developer 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 MB-500T00 Dynamics 365 - Finance and Operations Apps Developer 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.
Definition of Safeguarding Legislation & agreed ways of working Definition of Safeguarding Legislation & agreed ways of working Every child matters guidance Myths and statistics Effects on young people Leadership/worker skills Common indicators of abuse Reporting of abuse and potential abuse Barriers to reporting abuse Understanding the types of abuse Recognising acts, signs and symptoms of abuse Who is vulnerable / at risk The role of dignity in safeguarding Legislation and policies and procedure What to do should you have a concern Overview of prevent How to respond to an individual should they disclose a concern
Accounting and finance are at the very heart of business operations. From banking to manufacturing, from huge service industries to micro businesses, the ability to manage, plan and account for money is still the ultimate measure of business success and the key driver of growth. The objective of the Level 5 Diploma in Accounting and Business qualification accredited by OTHM is to provide learners with the knowledge and skills required by a middle manager in an organisation that may be involved in financial management, financial planning and control, financial reporting, taxation and people management. Program Overview: Level 5 Diploma in Accounting and Business Key Highlights of Level 5 Diploma in Accounting and Business qualification are: Program Duration: 9 Months (Can be Fast tracked) Program Credits: 120 Designed for working Professionals Format: Online No Written Exam. The Assessment is done via Submission of Assignment Tutor Assist Available Dedicated Student Success Manager Timely Doubt Resolution Regular Networking Events with Industry Professionals Direct entry into Year 1 of a three-year UK Bachelor's degree LSBR Alumni Status No Cost EMI Option Top Skills You Will Learn This Level 5 Diploma in Accounting and Business qualification will help you get knowledge and skills required by a middle manager in an organisation that may be involved in financial management, financial planning and control, financial reporting, taxation and people management. Who is this course for? Working Professionals, A-Level / Level 4 / Year 1 of a three-year UK Bachelor's degree holders or learners who are looking for Career Progression and a formal undergraduate qualification leading to award of degrees in future.
Assuring Quality Through Acceptance Testing: In-House Training It is also the business analyst's responsibility to confirm that the resulting solution developed by IT does, in fact, solve the defined problem. This is done first through testing, especially acceptance testing, and then through monitoring of the installed solution in the user community. It is the business analyst's job to define the business problem to be solved by IT. It is also the business analyst's responsibility to confirm that the resulting solution developed by IT does, in fact, solve the defined problem. This is done first through testing, especially acceptance testing, and then through monitoring of the installed solution in the user community. The business analyst is not only concerned with the testing itself, but also with the management and monitoring of the users doing the acceptance testing, and recording, analyzing, and evaluating the results. What you will Learn Upon completion, participants will be able to: Create a set of acceptance test cases Manage and monitor an acceptance test stage where users perform the testing Work with the development team in the systems testing stage Assess the solution once it is in the business environment Foundation Concepts The role of the business analyst An introduction to the BABOK® Guide BA roles and relationships through the project life cycle Introduction to assuring software quality through acceptance testing The Scope of IT Testing Overview of testing stages The testing process Testing documentation Pre-Acceptance Testing The BA's role in testing Early development testing stages (unit and integration) Late development testing stage (system) The Acceptance Test Stage - Part I (Planning, Design, and Development) Overview of user acceptance testing Acceptance test planning Designing user acceptance tests Developing individual user acceptance test cases Building effective user acceptance test scenarios The Acceptance Test Stage - Part II (Execution and Reporting) Operating guidelines Execution Reporting Post-Acceptance Testing Overview Project implementation Project transition (project closure) Production through retirement Testing Commercial Off-the-Shelf (COTS) Software Overview Selecting the software Implementing the software Summary What did we learn and how can we implement this in our work environments?
Assuring Quality Through Acceptance Testing It is also the business analyst's responsibility to confirm that the resulting solution developed by IT does, in fact, solve the defined problem. This is done first through testing, especially acceptance testing, and then through monitoring of the installed solution in the user community. It is the business analyst's job to define the business problem to be solved by IT. It is also the business analyst's responsibility to confirm that the resulting solution developed by IT does, in fact, solve the defined problem. This is done first through testing, especially acceptance testing, and then through monitoring of the installed solution in the user community. The business analyst is not only concerned with the testing itself, but also with the management and monitoring of the users doing the acceptance testing, and recording, analyzing, and evaluating the results. What you will Learn Upon completion, participants will be able to: Create a set of acceptance test cases Manage and monitor an acceptance test stage where users perform the testing Work with the development team in the systems testing stage Assess the solution once it is in the business environment Foundation Concepts The role of the business analyst An introduction to the BABOK® Guide BA roles and relationships through the project life cycle Introduction to assuring software quality through acceptance testing The Scope of IT Testing Overview of testing stages The testing process Testing documentation Pre-Acceptance Testing The BA's role in testing Early development testing stages (unit and integration) Late development testing stage (system) The Acceptance Test Stage - Part I (Planning, Design, and Development) Overview of user acceptance testing Acceptance test planning Designing user acceptance tests Developing individual user acceptance test cases Building effective user acceptance test scenarios The Acceptance Test Stage - Part II (Execution and Reporting) Operating guidelines Execution Reporting Post-Acceptance Testing Overview Project implementation Project transition (project closure) Production through retirement Testing Commercial Off-the-Shelf (COTS) Software Overview Selecting the software Implementing the software Summary What did we learn and how can we implement this in our work environments?
Portfolio Management Skills: Virtual In-House Training The main purpose of this workshop is to equip and enable people in a portfolio management office and PMO to effectively and efficiently support the Executive Leadership and Operational Management to plan, implement, manage, and evolve portfolio management in their organization. There is a deliberate focus on preparing you to become a strong and effective change advocate for meaningful portfolio management that delivers objective measurements of benefit contribution towards the strategic objectives to lead, manage, and continuously improve portfolio management governance, processes, and frameworks with and through the direction of a portfolio practice, principles, and delivery boards. What you Will Learn At the end of this program, you will be able to: Articulate the benefits of portfolio management Link the initiatives in an organization with its strategic objectives Participate in the introduction of portfolio management in an organization Create or improve the portfolio governance structure Lead the inventory of ongoing and new initiatives Assist the executives in the prioritization of initiatives through the use of Multi-criteria Analysis and other selection tools Support the executives in balancing the portfolio based on the optimal use of resources and priorities Create a portfolio delivery plan Define thresholds and variance reporting criteria Assist the executives and the financial team in the definition of Stage Gate Funding Lead the Stage Gate reviews Analyze the benefits that are being realized by the initiatives Foundation Concepts Definitions Benefits of Portfolio Management Objectives of Portfolio Management Portfolio Life Cycles Governing the Portfolio Portfolio Governance structure Roles and responsibilities Initial activities when starting portfolio management Prioritizing Initiatives Prioritize purpose Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic alignment Balancing the Portfolio Allocating resources and budgets Communicating decisions of initiatives status Planning the Portfolio Planning review cycles Using Stage Gate Funding Setting thresholds and variance reporting Tool examples Managing the Portfolio Delivery Project and Program Life Cycles Stage Gate Reviews Loop back to Prioritize, Balance and Plan Interaction with the Portfolio Delivery Board Project, Program and Functional Managers' roles and responsibilities
ONLINE CLASS: FOCUSES ON HARASSMENT IN THE WORKPLACE AND HOW TO ADDRESS THE PROBLEM. Harassment doesn’t have to be of a sexual nature – it can include offensive remarks about a person’s gender. For example, anyone could be guilty of harassing another if offensive comments are made about certain group in general. Simple teasing or offhand comments might not be illegal, but harassment is illegal when it creates a hostile or offensive work environment. This workshop teaches how to recognize, understand, and respond to harassment so that you can help to maintain a happy work environment, free from hostility and discomfort. Topics: Harassment Laws: The definition of sexual harassment and quid pro quo. Types of Harassment: Verbal, Non-Verbal, Physical, Psychological (teasing and offhand comments). Creating a happy work environment free from hostility and discomfort. Reporting: What to do when employees witness or experience harassment. Responding: How managers can identify and respond to prohibited conduct. Attendees will be able to: Identify the signs of Harassment and take steps to prevent it, Follow a legal and ethical protocol in responding and reporting it when it is perceived to occur, Involve the correct individuals in being made aware of the occurrence, and Respond appropriately to the situation after it occurs. This workshop is offered in two versions – management-only and staff-only. Online Format—Workplace Professionalism is a 4-hour interactive virtual class. Register for this class and you will be sent ONLINE login instructions prior to the class date. It was an extreme pleasure to have you as part of the Communication Enhancement Training Program. Your presentation was excellent and well received by the staff. Courtney C. Crouch, Jr., PresidentSelected Funeral and Life Insurance Company
The COLP role goes beyond just ensuring your firm follows the rules in the SRA Standards and Regulations, it also comes with a personal accountability factor that demands your attention. Fear not! This 3 hour course will usher you through the intricacies of being a COLP, ensuring you not only meet but excel in your regulatory obligations. The course will cover: Navigating the Regulatory Landscape: Understanding the Framework for COLPs Dive into the intricate regulatory framework that Compliance Officers for Legal Practice (COLPs) operate under. Shouldering the Responsibility: Unpacking the Duties of a COLP Explore the multifaceted responsibilities that come with the role of a COLP. Choosing the Right Leader: Identifying the Ideal COLP Candidate Learn the criteria for selecting the most suitable individual to take on the crucial role of COLP. Cracking the Codes: Key Elements of Codes and SRA Principles Delve into the essential components of the Codes and SRA Principles that form the backbone of legal compliance. Building a Robust Foundation: Understanding Compliance Systems for All Firms Explore the concept of compliance systems, what they entail, and why every firm should have one in place. Reporting Matters: Recognising 'Serious' Issues, SRA Enforcement Strategy, and Reporting Protocols Uncover the definition of 'serious' matters, grasp the SRA Enforcement Strategy, and gain practical insights on making effective reports to the SRA. Paper Trails Matter: Effective Record Keeping, Including Non-material Breaches Master the art of comprehensive record-keeping, including strategies for recording non-material breaches, and understand why it's integral to compliance. Personal Liability: Understanding and Mitigating Risks Navigate the landscape of personal liability for COLPs and develop strategies to mitigate associated risks. Staying Ahead: Keeping Abreast of Regulatory Changes and Guidance Develop effective strategies for staying up to date with dynamic regulatory changes and evolving guidance. Planning for Compliance: Crafting a Robust Strategy, Assessing Risk, and File Reviewing Formulate a comprehensive plan for tackling compliance, including risk assessment, maintaining risk registers, and implementing effective file reviewing. Across the Board: Legal and Regulatory Compliance Areas Every COLP Must Master Gain a high-level overview of crucial legal and regulatory compliance areas, including AML, transparency rules, and other pivotal aspects that demand the attention of all COLPs. Target Audience This online course is suitable for those new to the COLP role, or those supporting the COLP and for those that would like a refresher of the role and their responsibilities. 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).