Bring SPF. Take CPE. JULY 6, 7, & 8. Ocean City, MD Clarion Resort Fontainebleau Hotel

Transcription

1 Bring SPF. Take CPE. JULY 6, 7, & 8 Ocean City, MD Clarion Resort Fontainebleau Hotel

2 '16-'17 SERIES Quarterly Financial Leaders Series A M E E T I N G of the MINDS that lead firms and organizations Quarterly, CFOs, Controllers, and other senior-level CPAs in business and industry meet to share with and learn from each other at the Quarterly Financial Leaders Series. Gain four hours of CPE and enjoy the facilitated discussion that will happen during the provided lunch. Join the Community Register for the series now and save at BLIONLINE.ORG/QFLS QUARTERLY FINANCIAL LEADERS SERIES FINANCIAL STORYTELLING: THE KEY IN GROWING YOUR ORGANIZATION TO THE NEXT LEVEL 9/22/16 Columbia Event ID: BUILDING A HIGH PERFORMANCE CULTURE: HUMAN CAPITAL AS A COMPETITIVE ADVANTAGE 12/1/16 Columbia Event ID: GET READY FOR THE FAST FUTURE: THE ANTICIPATORY CPA 3/23/17 Columbia Event ID: CRITICAL THINKING FOR FINANCE 5/18/17 Columbia Event ID: STRATEGIC LEARNING POWERED BY

3 31ST ANNUAL ADVANCED PERSONAL FINANCIAL PLANNING C O NF E RE NC E Your expertise is your clients peace of mind The Advanced Personal Financial Planning Conference is for CPAs who are financial planners or business consultants advising clients in retirement and financial planning issues. Receive advanced training in topics including estate tax, insurance, retirement planning, investments, divorce, and more. Sheraton Baltimore North 8:00 a.m. October 25 macpa.org/apfp STRATEGIC LEARNING POWERED BY

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5 Risk Management: Working Smarter: Adding to your Personal and Professional Bottom-Line A Custom Designed BLI Public Seminar Presented by Jennifer Elder, CPA Business Learning Institute Provider July 7 th, 2016 Clarion Resort Fontainebleau Hotel

6 Working Smarter: Adding to your Personal and Professional Bottom Line Time management is NOT about controlling time Time management IS about: Planning for the unexpected Being efficient and productive Being productive is NOT about: process diagrams org charts checklists Being productive IS about: Technical competence Communication up and down the organization

7 Contradictions in Time Management: You cannot manage time o Time is a finite resource o It is or the minute it is received o We all have the same 24 hours in a day You can only manage yourself in relation to time o Once time is it cannot be o Everyone responds to time and deadlines differently o Time management techniques can save you time, but only you can decide to Time Allocation Averages You have hours of time every year We spend: o hours commuting o hours working o hours eating meals o hours dressing and undressing o hours sleeping o hours left to do as you please

8 Speeding up o Slow is o Smooth is 11 Reasons You Just (Can t) Do It 1. Not sure what to do 2. Don t trust yourself 3. Do what is easier first 4. Focus on non essential 5. Not important enough 6. So easy to get distracted 7. Get sucked into time wasters

9 8. Overcomplicate 9. Not organized 10.Don t see the consequences 11.Multi tasking What are your issues, challenges, or concerns with timemanagement?

10 Know Your Skills Identify your Strengths and Weaknesses Are you good at goal setting? Are you good at prioritization? Are you good at managing interruptions? Are you a procrastinator? Scheduling

11 Work with your Energy Cycle When do you feel your best/most productive? o morning, afternoon, evening (multiple times? o specific days of the week (Tuesday or Friday?) Schedule critical tasks for peak energy and focus Save routine, boring tasks for slow times Boost your energy

12 Understand your Productivity Style (Carson Tate, Productivity Style Overview, 2014) 1. Prioritizer uses time efficiently, focuses on HVAs, completes projects on time Strengths o Prioritization o Analyzing data o Problem solving o Achieving goals o Consistency Pet Peeves o Chit chat o Inaccurate or missing data o Wasting time o Vagueness Communication Style o Factual o Technical o Logical o What questions Time Management tools keep track of goals o To Do List, pad of paper

13 2. Planner focuses on organizing, scheduling, budgeting time, creating project plans Strengths o Organizing o Scheduling o Developing plans o Practical o Paperwork Pet Peeves o Disorganization o Lack of an agenda o Indecisiveness o Errors and misinformation Communication Style o Precise o Detailed o Step by step o How questions Time Management tools maintain structure o Project Management tools Gantt charts, calendars

14 3. Arranger prefers teamwork and partnering to maximize productivity Strengths o Working with anyone o Anticipating personal issues o Persuasion o Teaching o Listening Pet Peeves o Lack of personal interaction o Fact based decision making o Being rushed o Working alone Communication Style o Talkative o Tells stories o Concerned about effects on people o Who questions Time Management tools coordinating work with others o Meetings, IM

15 4.Visualizer creative, big picture thinker, works quickly, multi tasker Strengths o Creativity and innovation o Open mindedness o Challenge status quo o Envisioning the future o Risk taker Pet Peeves o Repetition o Slow pace o Excessive detail o Being told, we ve always done it this way Communication Style o Visual o Metaphors o Flexible o Why not questions Time Management tools creativity o White board, Post its o MindMap, Sketchbook Pro

16 Productivity Management Tools 20 Minutes a Day plan your intended day refocus hourly review your day communicate concerns 7 Ways to Stop Procrastinating 1. Think about the pain and pleasure Make a commitment Sprint not marathon Accountability partner

17 6 Tips for Successful Scheduling 1. Identify the time you have available Schedule time for routine tasks (phone calls, s) Save some time for HVAs 6.

18 4 Steps to Successful Delegation 1. Ask questions: a. Is assignment crucial? b. Do you have adequate time? c. Is timeline manageable? 2. Delegate a repetitive task, not a single project 3. Delegate the outcomes, not the process 4. Build in accountability 30 Ways to Power up Productivity 1. De clutter your desk Turn your cell phone OFF

19 4. Turn e mail notifications OFF 5. Stop checking your Make a To Don t List 8. Brainstorm solutions 9. Stop micro managing Identify your MITs and HVAs 12. Shut off social media 13. Eat the frog first 14.

20 15. Tune out 16. Reflect on your week 17. Keep important tasks visible Take a break 20. Stop multi tasking 21. Schedule a meeting with yourself 22. Ruthlessly protect of your day 23. Work less 24. Get some sun 25.

21 26. Avoid decision fatigue 27. Put First things First 28. Put the meat back in meetings Use the 2 minute rule

22 Make the Process Faster: Business Process Improvement Ask questions: o What process takes too long? o What tasks are frustrating? o What work has a high error or revision rate? Baseline the current process o Flowchart (during cross training) o Length of Time o Error rate Analyze the process o Identify value added vs time wasters o Look for overlaps with employees o Ask, how could we do this better? Implement changes o Allow for adequate training o Monitor and baseline the new process

23 WHAT IS BLI? BLI is the training affiliate of the MACPA. BLI s mission is to deliver competency-based courses, content and community that enhance learning and foster organizational and executive leadership. BLI has grown into the largest provider of on-site training in the country. Pam and the Customized Learning Solutions team have grown the business in three core segments Corporate, Firm and Government. THE BLI CURRICULA Today s business environment demands the need to gain competencies and share strategic knowledge. BLI delivers competency-based curriculum, courses, content, and community to enhance learning and grow intellectual capital for organizational and executive leadership. These soft skills are essentially people skills the non-technical, intangible, performance skills that determine your strengths as a leader, manager, and team member. STRATEGIC MANAGEMENT Strategic conversation reflects the dynamics between the organization and its environment. The closer the language reflects current and potential customer dynamics, the higher the company s profit potential. LEADERSHIP DEVELOPMENT Great leadership is one of the most valued of all human activities. Modern myth holds that leaders are born not made, but leadership is a set of observable and learnable practices - it is the process people use when they bring out the best in others and themselves. BUSINESS MANAGEMENT As the business world moves at an incredible pace, keeping up is a key to success. Today s financial managers must be able to translate strategy to operational and corporate growth. PERFORMANCE MEASUREMENT MANAGEMENT Executives and managers must effectively transform their firms or companies into high performance organizations and progressively identify and develop the appropriate core competencies and link them to their business strategies. COMMUNICATION SKILLS Many people in the business field cannot communicate effectively and, even more damaging, don t realize it. Success is not defined solely by a product line or service - it relies on relationships formed and maintained through skillful communications. Your competitors know this. Do you? TECHNICAL EXPERTISE Keeping up with technical competencies is a core business requirement for financial professionals. Staying attuned to the latest changes, updates, and regulations are necessary components to staying competitive in an ever-changing business environment. TECHNOLOGY AND COMPUTER SKILLS Harness the technology you use every day to make your business life easier and allow you to work smarter. Please note that many programs in this catalog are available in Webcast format. Contact a BLI Customized Learning consultant if you are interested in a Webcast