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Overview: In this seminar, you will learn how to take your raw data, and create meaningful reports using the powerful tools in Microsoft Excel. As a business owner or manager, you have mounds and mounds of raw data transactions, and it is a monumental task to make any sense out of that data.

After this seminar, you will be able to take tons of Excel data, and quickly and easily get summary reports and charts. We will start off with the basics, then, we will add sorts, filters, subtotals, grand totals, and formulas to create great reports that summarize your data into meaningful information that will allow you to run and manage your business better.

You and your staff will be instantly more productive in Microsoft Excel. These techniques will work cross-industry, with any type of data. You will find it to be clear and concise and right to the point, and you will be able to apply these techniques to your own data immediately after the session.

Why you should Attend:
We are all overwhelmed by the amount of data we have to process and summarize. The data files seem to grow bigger and bigger, and they keep on coming.

Microsoft Excel is still the #1 way that people use to handle and summarize large amounts of data; Just about every office job uses Microsoft Excel. But most people only use a small part of Excel’s incredible capabilities.

This seminar will show you how to use many of Excel’s great tools to help you process and summarize and present large amounts of data.

Agenda:
  • Formula Basics
  • Sorts
  • Filters
  • Advanced Filters
  • Formatted Tables
  • The Total Row in Formatted Tables
  • Using Slicers in Formatted Tables
  • The Sumif, Countif, and Averageif Formulas
  • The Vlookup/xlookup Formulas
  • Subtotals
  • Charts
  • Pivot Tables
  • Dashboards in Pivot Tables
  • Power Pivot and PowerQuery
  • Automating tasks with Macros

Who Will Benefit:
  • Business owners
  • CEO's / CFO's / CTO's
  • Bank Managers and Bank Tellers
  • Managers of all levels
  • Financial professionals
  • Anybody who uses Excel on a regular basis, and want to be more efficient and productive
  • Anybody who has large amounts of data in Excel or other data types
  • Administrators
  • Salespeople
  • Trainers
  • Bankers
Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training.

His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.

Overview: What is Six Sigma? Six Sigma is a powerfully dynamic approach to process improvement in order to do things better, faster, and at a lower cost. It has been applied to every facet of business, ranging from production to human resources, to order entry and technical support.

Six Sigma began in the mid-1980s at Motorola in response to the needs of a sale force faced with increasing customer dissatisfaction and competitive pressures. To address these issues, Motorola developed a set of formulas and tools to identify and measure performance based on your customer's inputs in order to increase efficiency. The phases of the Six Sigma Road Map are:
  • Define Phase: selecting high impact problem areas and understanding which metric(s) will lead to success
  • Measure Phase: document current process, validate its measurements and assess baseline performance
  • Analyze Phase: look at key causes behind metric or CTQ (Critical to Quality) using tools to conduct objective experiments to id or confirm key causes
  • Improve Phrase: a deeper look at key causes with intent to control or eliminate cause to increase or control performance
  • Control Phase: sustaining the changes or improvements made with assured lasting results by implementing checks and balances to the system

Managers and business leaders with concerns about costs, timeliness, and quality of results will benefit from the Six Sigma approach. This training course will address three major challenges facing Human Resources:
  • Being viewed as a business partner vs. a support member of the team
  • Move from reactionary in nature (fill positions, deal with employee grievances and complaints) to providing proactive strategies and insight into the total management and decision making of the institution
  • Respond to inquiries faster and reduce decision-making time by using a scientific approach to measure and evaluate outcomes

Unlike other quality improvement efforts, Six Sigma uses a specific philosophy, measure, and methodology to provide tangible savings that are directly traceable to the bottom line. The benefits of adopting a Six Sigma approach include:
  • A clear focus on activities and attributes that are absolutely crucial to customers
  • The elimination of process variation and inconsistency
  • Targeted improvements that provide the largest financial return on effort and can be measured by increased profit, revenue, and customer satisfaction

Why you should Attend: Over the last few decades, Six Sigma has emerged as the industry standard along with Lean Management techniques to tackle these and other issues (defects) facing Human Resources. This training provides opportunities through interactive online discussions to explore and establish best practices and answer real-life issues during the Q& A Segment of the training.

This course is to help students understand HR excellence through the use of Six Sigma processes and approaches. We live in a world of intense competition and organizations that can reduce waste and maximize their quality, efficiency, and rate of continuous improvement will attract and retain better employees and sustainable results which adds to the bottom line.

Goals:
  • Participants will be able to define what is meant by Six Sigma and how it can be applied to the HR process in a short amount of time
  • Participants will be able to identify areas of defects in their HR processes and implement the five major components of Six Sigma and understand why HR professionals should adopt these strategies
  • Participants will be able to leave with a template and complete an actual Six Sigma project as part of their competencies in establishing, implementing, and evaluating a Six Sigma project

Requirements:
  • In order for participants to excel, they should have some basic knowledge of computer applications such as Excel and be able to commit to completing a Six Sigma Project

Agenda: When participants complete the training course, they will be ready to start a basic Six Sigma project and know how to use the tools to gather data, how to interpret the data and sustain efficiency in their process of 70 percent or better.
  • Be applied to the HR process in a short amount of time
  • Participants will be able to implement the five major components of Six Sigma and understand why HR professional should adopt these strategies
  • Participants will be able to leave with a template to use and three real-life case studies to review in establishing, implementing, modifying, and evaluating a Six Sigma strategy
  • Participants will be able to identify areas of defects in their HR processes and implement the five major components of Six Sigma and understand why HR professional should adopt these strategies

Who Will Benefit:
  • Supervisors
  • Managers
  • Executives
  • Those with Human Resources Responsibilities
Lyman A. Montgomery has over twenty- five years of HR experience in Employee Relations dealing with workplace issues and performance management. He is currently writing his dissertation for his Ph.D. in the area of focused employee engagement and sustained performance. Lyman is the president and CEO of Focused Driven Lifestyle Coaching, LLC. He is the author of five books, two of which are bestsellers and conducts workshops and seminars at conferences all over the United States.

Overview: The first step in catapulting your career ahead of your competitors is fully to use Microsoft Outlook. If you are using Outlook mainly to send and receive email and to record appointments and meetings, about 85% of the power of Microsoft Outlook is being left unused.

In this session you will learn how to customize the Calendar for productivity, overcoming hurdles that delay the completion of tasks and projects while creating a methodical way to meet deadlines. With this session, you can be assured nothing slips through the cracks.

Well-known business writer Tom Peters asked, "How does a major project get to be a year late?" And then he answered his own question: "One day at a time." As an individual contributor, it is your responsibility to complete your assignments on time. With this instruction you'll keep your projects moving down the tracks at a steady speed and finish by the deadline plus you'll have a tool for setting and reaching your personal goals.

This session teaches the secrets of using the Calendar and Tasks Folders in tandem, supporting assignments from a deep-dive organizational standpoint to keeping track of urgent deadlines. The techniques demonstrated makes Outlook a reliable tool for exponential productivity. When the principles are implemented, you will gain company-wide recognition for completing your assignments on time and being a valuable team player.

When you are in snowy mountains, you take great care to avoid areas where an avalanche might occur. In the workplace, you want to avoid an avalanche of emails dumping into your inbox on a daily basis.

In this session, you will learn to dig out from the heavy load of tasks that arrive via email and work from a cleaner Outlook Inbox. You will gain the skills to reduce what flows into your Inbox while expediting email processing.

You'll get quick tips for processing email in Outlook that can save you precious minutes every day and help you leave work on time. You'll be amazed at how many features the Outlook Inbox has that can help you organize, sort and prioritize email - enabling you to stay on top of urgent tasks and project deadlines. You'll work faster and smarter as you process email and benefit from instructions to:

Now that you have conquered the Calendar, Tasks and Inbox, this session will teach you advanced techniques to further customize Outlook to your personality, job, and work habits. As you examine the additional features explored in this session, you'll discover that if you know what you want to do in Outlook, you can find a way to do it. It's like programming your productivity!

Why you should Attend: To function in the 21st century workplace, you need superior time management and technology skills. This webinar brings you both. Microsoft Outlook is a great technology tool for self-management IF you understand the time management benefits of the Outlook features.

This webinar infuses time management principles into Microsoft Outlook and brings you superior techniques for staying on top of your workload. You win in both world: time management and technology.

As the time management principle is explained, you will recognize it and wonder why you have not been successfully practicing it. This program refreshes the time management principle and makes you a winner by coaching you on how to use the principle in Microsoft Outlook.

The Microsoft Outlook tips and techniques will save you nanoseconds that add up to hours of time. You will think you found 1 extra hour a day.

Agenda: Session 1: Catapult Your Career with These Time Management and Microsoft Outlook Techniques Duration: 75 minutes This session includes how to:
  • Use the calendar to manage the daily workflow and keep track of sensitive deadlines
  • Estimate the time tasks take and complete work within the identified time frame
  • Never miss a meeting
  • Use categories to help sort information in all folders: Calendar, Contacts, Tasks, and Inbox
  • Use the Outlook Calendar to provide a workload overview
  • Pace daily productivity
  • Keep a track of project deadlines
  • Ensure you keep a track of personal "life balance" activities
  • Use Categories to help you sort information
  • Use the "All day event" designation for your advantage
  • Stop procrastination
Session 2: How Using the Tasks and Calendar in Tandem Gives You Unprecedented Productivity Duration: 90 minutes You will benefit professionally as you learn how to:
  • Identify the differences between the To-Do List, Tasks, and the To-Do Bar
  • Use the Tasks Folder to organize complex work requests
  • Record and remember all assignments and deadlines
  • Prioritize delegated tasks and projects
  • Remove completed tasks from your working view
  • Create new folders for multifaceted projects
  • Capture all details of every project
  • Customize column headings in Task folders enabling the user to view project-relevant information
  • Tailor reminder windows with REAL information
  • Record details and time spent on each assignment
  • Use the Tasks folder and the Calendar in tandem to plot mid-assignment check points
  • Using the tips and techniques taught in this session will enable you to stop spinning your wheels in unproductive activities. You will leave the office on time with a calm feeling that your assignments are under control.
  • BONUS: We'll cover how to use the Assign Tasks feature in the Tasks folder, enabling managers to receive up-to-date information on the status of assigned tasks for each direct report
Session 3: Surviving Avalanche Email: Take Control of Your Inbox Duration: 75 minutes
  • Session Highlights
  • Clear your Inbox every day
  • Handle work assigned to you via email
  • Use reminders effectively
  • Organize and search for emails you need to keep
  • Use "Favorites" to highlight frequently used folders
  • Move email automatically to selected folders
  • Understand features such as "Ignore," and "Clean Up"
  • Group conversation topics with "Show As Conversations"
  • Take advantage of voting buttons
  • Discover Quick Parts and Quick Steps
  • Set preferred commands with the Quick Access Toolbar
Session 4: Become an Outlook Geek: Tips for the Advanced User Duration: 45 minutes In this advanced session you will learn how to:
  • Set conditional formatting
  • Choose personal folder options in the File Tab
  • Enable the Weather Bar
  • Set two Time Zones
  • Use the Rules Wizard
  • Give delegate access to calendars and tasks
  • Customize signatures and use them in innovative ways
  • Archive information
  • Move PST files to another computer
  • Use simple keyboard shortcuts
  • Use Search Folders

Who Will Benefit:
  • Administrative Personnel
  • Team Leaders
  • Team Members
  • Project Managers
  • Project team Members
  • Engineering Teams
  • Managers at all Levels of the Company
  • Executives
  • Sales Professionals
  • Sales Managers
  • Customer Service Personnel
  • Employees who use Microsoft Outlook for just Email and Appointments
Karla Brandau is a thought leader in management and team building techniques. She trains managers to improve their relationship with the employees to earn their gift of discretionary effort. She specializes in personalities, communication skills, leadership principles. She is the CEO of Workplace Power Institute and has educated mangers with her proven leadership principles in companies such as Motorola, Coca-Cola Enterprises, Panasonic, and BYD America.

She has a degree in education and is a Certified Speaking Professional, an earned designation given by National Speakers Association. Karla’s book, How to Earn the Gift of Discretionary Effort, teaches managers how to be the leader people CHOOSE to follow, not have to follow because of their position on the organizational chart.

Overview: Gain the insights and skills to know where your business stands today and where it’s heading tomorrow. In today’s unpredictable business environment, strategic leadership is not just for top management alone. It’s for:
  • Managers who may be managing their entire team remotely, particularly for the first time
  • Managers who want to increase their competitive advantage by anticipating their customers’ priorities, needs and expectations
  • Managers who want to distinguish operational data from strategic data, creatively develop sources of information and increase their staffs’ flexibility and responsiveness
  • Managers who want to broaden their perspective, improve flexibility without compromising quality and increase their department’s value to the organization
  • Every manager who wants to anticipate, initiate and manage change for maximum competitiveness!

If you want to move from being a good manager to being a great manager, you can’t afford to miss this seminar. Because strategic leadership is a blending of attributes that every superior manager requires in today’s unpredictable business environment.

Here’s where you’ll learn to anticipate, initiate and manage change for maximum competitiveness...stay on course while constantly redefining and refocusing your department’s goals in order to hit a moving target...and determine where your unit is headed, as you take into account the multiple groups your decisions will impact.

Prepare to make a transition. Instead of being buried in your department’s ongoing activities, you’ll become an innovator able to add value to your organization, its customers and stakeholders. This course will provide you with the skills required to move your team or department forward decisively.

Why you should Attend: Why should one attend this webinar?

By participating, you will be able to even more effectively:
  • Manage and lead your entire team remotely
  • Inspire and direct your team to greater readiness and competitiveness
  • Add value to your organization by understanding the needs of your customers
  • Anticipate, create and encourage change
  • Spot opportunities for successful strategic alliances
  • Become an innovative, visionary leader
  • Establish a strategic culture
  • Identify the strengths and weaknesses in your work unit
  • Keep your unit moving forward
  • Take risks with confidence

Would you like to inspire and direct your team more effectively?

What about being more able to anticipate, create and encourage change?

How about becoming an innovative, visionary leader?

Would you like your team to improve performance?

If you answered “yes” to any of these questions, then come laugh, listen and learn as Chris DeVany leads us all through those important topics, key questions and answers we all need to be able to address effectively to improve our team members’ and team’s performance!

Agenda:
  • Managing your entire team remotely, perhaps for the first time
  • Crossing the line to strategic effectiveness
  • Learning the strategic leadership approach
  • Vision and strategic leadership
  • Becoming an effective leader
  • Building influence through communication
  • Understanding the role of teams
  • Managing change with action-oriented skills

Who Will Benefit:
  • CEO
  • Senior Vice President
  • Vice President
  • Executive Director
  • Managing Director
  • Regional Vice President
  • Area Supervisor
  • Manager
Chris DeVany is the founder and president of Pinnacle Performance Improvement Worldwide, a firm which focuses on management and organization development. Pinnacle's clients include global organizations such as Visa International, Cadence Design Systems, Coca Cola, Sprint, Microsoft, Aviva Insurance, Schlumberger and over 500 other organizations in 22 countries. He also has consulted to government agencies from the United States, the Royal Government of Saudi Arabia, Canada, Cayman Islands and the United Kingdom.

He has published numerous articles in the fields of surviving mergers and acquisitions, surviving change, project management, management, sales, team-building, leadership, ethics, customer service, diversity and work-life balance, in publications ranging from ASTD/Performance In Practice to Customer Service Management. His book, "90 Days to a High-Performance Team", published by McGraw Hill and often accompanied by in-person, facilitated instruction, has helped and continues to help thousands of executives, managers and team leaders improve performance.

He has appeared hundreds of times on radio and television interview programs to discuss mergers and acquisitions (how to manage and survive them), project management, sales, customer service, effective workplace communication, management, handling rapid personal and organizational change and other topical business issues.

He has served or is currently serving as a board member of the International Association of Facilitators, Sales and Marketing Executives International, American Management Association, American Society of Training and Development, Institute of Management Consultants, American Society of Association Executives, Meeting Professionals International and National Speakers Association. Chris is an award-winning Toastmaster's International Competition speaker. He recently participated in the Fortune 500 Annual Management Forum as a speaker, panelist and seminar leader.

Chris has distinguished himself professionally by serving multiple corporations as manager and trainer of sales, operations, project management, IT, customer service and marketing professionals. Included among those business leaders are Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care and Marriott Corporation.

He has assisted these organizations in mergers and acquisitions, facilitating post-merger and acquisition integration, developing project management, sales, customer service and marketing strategies, organizing inbound and outbound call center programs, training and development of management and new hires, and fostering corporate growth through creative change and innovation initiatives.

Chris holds degrees in management studies and organizational behavior from Boston University. He has traveled to 22 countries and 47 states in the course of his career.

Overview: Inspire and influence your team members to achieve your goals as a team! Managers who will be promoted are the ones who not only manage efficiently but also lead their teams effectively. Learn how to work in a horizontal mode of operation apply a consistent theory in leading your team and teach critical leadership skills to members of your team, so each and every one of them can lead the team in your absence.

Why you should Attend:
  • Know when to manage and when to lead your team
  • Clearly visualize your goals and communicate them to your team
  • Identify your market's needs to better target your team's efforts
  • Help your team find creative solutions to workplace challenges
  • Develop a high-performance team
  • Use effective communication to motivate and coach

Would you like to learn more about when to lead and when to manage your team? Would understanding techniques you can use to more clearly communicate your goals and get your team to deliver more effectively on these interest you?

How about receiving some tools, tips and techniques to help your team find creative techniques to solve problems? If you answered "yes" to any of these questions, then come laugh, listen and learn as Chris DeVany leads us all through those important topics, key questions and answers we all need to be able to address effectively to improve our team members' and team's performance!

Agenda: Leadership
  • Develop a Definition of Leadership
  • Define the Difference between Leadership Style and Leadership Attitude
  • Define Leadership as Service
  • Differentiate Operational, Transformational, and Visionary Leadership
  • Define Various Types of Teams
  • Develop Insight into Your Current Leadership Position and Leadership Process
Visionary Leadership
  • Describe the Importance of Vision
  • Align the Organization and Team to the Vision
  • Synthesize the Interplay among Vision, Information, and Relationships
  • Describe How Teams Operate in a Chaotic Environment
  • Demonstrate How to Develop a Team's Vision, Mission, and Ground Rules
Leadership Style
  • Diagnose Your Leadership Style
  • Apply the Most Effective Leadership Style to a Situation
Individual and Team Motivation
  • Describe Basic Motivation Concepts
  • Differentiate Intrinsic and Extrinsic Motivation
  • Develop the Keys to a Motivated Workforce
Coaching
  • Define the Concept of Alignment
  • Prepare to Coach
  • Apply a Coaching Process
  • Practice Coaching Techniques
Building a Team
  • Describe the Characteristics of Effective Teams
  • Determine When to Build a Team
  • Develop Skills for Facilitating Teams
  • Celebrate the Team's Achievements
Effective Strategic Management
  • Managing time more effectively
  • Prioritizing
  • Managing effectively using metrics
  • Communicating and integrating organization goals and mission more effectively with our team members' performance
The Leader's, Team-Builder's and Manager's Action Plan
  • What action steps will I take to lead more effectively?
  • What action steps will I take to more effectively build our team?
  • What action steps will I take to manage more effectively?
  • Executing your Action Plans

Areas Covered in the Session:
  • Understanding leadership style and the situation
  • Integrating your leadership and managerial roles
  • Examining the leader's role as motivator and coach and in high-performance teams
  • Distinguishing the three team types
  • Exploring the principles that make teams work
  • Differentiating team content and process
  • Diagnosing work-teams: a work-team simulation

Who Will Benefit:
  • CEO
  • Senior Vice President
  • Vice President
  • Executive Director
  • Managing Director
  • Regional Vice President
  • Area Supervisor
  • Manager
Chris DeVany is the founder and president of Pinnacle Performance Improvement Worldwide, a firm which focuses on management and organization development. Pinnacle's clients include global organizations such as Visa International, Cadence Design Systems, Coca Cola, Sprint, Microsoft, Aviva Insurance, Schlumberger and over 500 other organizations in 22 countries. He also has consulted to government agencies from the United States, the Royal Government of Saudi Arabia, Canada, Cayman Islands and the United Kingdom.

He has published numerous articles in the fields of surviving mergers and acquisitions, surviving change, project management, management, sales, team-building, leadership, ethics, customer service, diversity and work-life balance, in publications ranging from ASTD/Performance In Practice to Customer Service Management. His book, "90 Days to a High-Performance Team", published by McGraw Hill and often accompanied by in-person, facilitated instruction, has helped and continues to help thousands of executives, managers and team leaders improve performance.

He has appeared hundreds of times on radio and television interview programs to discuss mergers and acquisitions (how to manage and survive them), project management, sales, customer service, effective workplace communication, management, handling rapid personal and organizational change and other topical business issues.

He has served or is currently serving as a board member of the International Association of Facilitators, Sales and Marketing Executives International, American Management Association, American Society of Training and Development, Institute of Management Consultants, American Society of Association Executives, Meeting Professionals International and National Speakers Association. Chris is an award-winning Toastmaster's International Competition speaker. He recently participated in the Fortune 500 Annual Management Forum as a speaker, panelist and seminar leader.

Chris has distinguished himself professionally by serving multiple corporations as manager and trainer of sales, operations, project management, IT, customer service and marketing professionals. Included among those business leaders are Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care and Marriott Corporation.

He has assisted these organizations in mergers and acquisitions, facilitating post-merger and acquisition integration, developing project management, sales, customer service and marketing strategies, organizing inbound and outbound call center programs, training and development of management and new hires, and fostering corporate growth through creative change and innovation initiatives.

Chris holds degrees in management studies and organizational behavior from Boston University. He has traveled to 22 countries and 47 states in the course of his career.

Overview: Today's workforce is experiencing high turnover and disengaged employees. It is a known fact that employees quit managers- to avoid turnover it is critical to have the appropriate skills to retain employees.

Transition from a Peer to Supervisor can be very difficult for most newly promoted supervisors. Many are not equip with the tools to successfully transition.

This seminar will equip newly promoted supervisor with tools and techniques to decrease turnover, increase employee engagement and increase employee productivity.

Why you should Attend: New supervisors will feel empowered to hit the ground running with the skills learned in this seminar.Be ready to explore the importance of leading with impact, learn how to bring your best self to the job, while adopting new skills to successfully transisiton.

This 6- hour seminar will help participants avoid common pitfalls new supervisors encounter and also learn the secrets of managing people.

Participants also receive all the essentials skills, from motivating direct reports and coaching to conflict resolution and legal compliance.

With best practice, participants will gain skills they can begin using right away. Plus a game plan that helps them start experiencing the benefits of their new role sooner.

Agenda:
  • Setting Yourself up for Success
  • Developing Legal Awareness
  • Understanding Communication Styles
  • How to Build Trust
  • Motivating your Team to achieve results
  • Delegating Work to Your Team
  • Managing Employee Performance
  • Time Management
  • How to deal with uncomfortable situations

Who Will Benefit:
  • Managers
  • Supervisors
  • Leaders
  • Human Resource Professional
  • Shift leaders or Team
Tonia Morris, your Generational Connector, and Founder of Simply HR, LLC a Consultant and Management Firm along with a speaking and training company, Tonia Morris Speaks, provides leaders with training solutions that cultivate a generationally-inclusive work place.

Before starting her business in 2010, Tonia was Executive Director of Human Resources for one of the largest state pension agencies in the Southeast; she has also worked in an HR leadership capacity in other industries, including government, retail, information technology and education.

Tonia's passion for understanding the different dynamics of people led her on a quest to solve generational issues within organizations. Tonia noticed that the workforce was aging and changing, so she provided training solutions on engaging and managing a multi-generational workforce to be productive. With more than 20+ years of progressive HR experience, Tonia provides keynote speeches, lunch-and-learns, and workshops for organizations and associations across the Southeast.

She has partnered with organizations such as Chick-fil-A, Oracle, Spelman and Kennesaw University to name a few, to bring training solutions for engaging Millennials in the workplace, working with leaders to transform their cultures by attracting, developing and retaining a workforce that is generationally inclusive.

Tonia holds a BS in Business Administration from the University of South Florida. She currently serves on the Board of Directors for the Millennial Chamber of Commerce, where she also serves as the organization's HR Director, and volunteers for the Women's Entrepreneurial Opportunity Project.

She resides in Grayson, GA, with her husband of 24 years, and two sons. In her free time, Tonia loves collecting and making jewelry, and is known in the community as "the jewelry lady."

Overview: This seminar concentrates on five areas of wage and hour law: paying exempt employees, calculating gross wages under the FLSA, deducting from an employee's wages, the nuts and bolts of physically paying employees and changing payroll frequencies. Why you should Attend: Join renowned payroll expert Vicki M. Lambert, CPP for this 5 and one-half hour "Boot Camp" format, Wage and Hour Training for Payroll Professionals! By knowing and understanding Wage and Hour requirements, you can help protect your company from what could be a major financial calamity.

This includes not only how to do the basic math of calculating overtime (using the required FLSA method) but what hours must be paid for, what payment methods are legal in which states, how soon to pay an employee after closing out the timecard, and making sure exempt employees are paid on a "salary basis".

Agenda:
    • Hour One: Paying Exempt Employees
      • What is exempt-exactly?
      • What are the categories of exempt employees?
      • What is the salary level test-beginning in 2020?
      • What is salary basis?
      • When you can and when you cannot dock the pay of an exempt employee
    • Hour Two: Wage and Hour Compliance-Its Overtime and Much More!
      • Federal minimum wage
      • state minimum wage
      • credits against minimum wage
      • Youth minimum wage (training wage)
      • Board and lodging credits
      • Defining the legal work week and workday
      • What is considered hours worked and how do they affect overtime
      • What is regular rate of pay? Do new 2020 DOL regulations change this definition?
      • How is overtime calculated under the FLSA
      • Posting requirements
      • Meal and rest periods
      • Where do the states stand?
    • Hour Three: Deducting from an Employee's Paycheck
      • Taxes-which are mandatory, which are a courtesy, and which ones the employee controls
      • Child support-the limits but not beyond
      • Tax levies-federal and state
      • Creditor garnishments-how many can you honor and how often
      • Voluntary wage assignments for "payday loans"-when are they required to be honored
      • Handling fringe benefits such as health insurance or group term life
      • Uniforms-when the employer pays for it and when the employee furnishes it
      • Meals-when they become part of the employee's wages
      • Lodging-when it is part of the employee's wages and when is it a perk
      • Shortages-the employee came up short so they have to cover that right?
      • Breakage-you broke it so you have to pay for it, legal or not
      • Overpayments-the employee was overpaid so you can just take the money back or can you?
      • Advanced vacation pay-the employee knows the vacation hours were advanced so we can take them back when the employee quits can't we?
    • Hour Four: The Nuts and Bolts of Physically Paying an Employee
      • Required payroll notices to new hires
      • Frequency of wage payments
      • Paystub regulations
      • Lag time between closing the payroll and distributing the check
      • Pay date rules
      • Payment methods permitted by state including cash, check, direct deposit and paycards
      • Statements and payday notices
      • Paying terminated employees
      • Paying out accrued vacation
    • Hour Five: Changing Payroll Frequencies
      • Understanding the need for the change
      • The choices available
      • Compliance issues involved
      • The change's impact on payroll
      • The change's impact on employees
      • The change's impact on systems and procedures
      • Key communication factors to include at all stages of the change
      • Formulating the plan to implement the change
      • Testing the change before implementation
      • Implementation and the outcome

    Learning Objectives:
    • Gained knowledge of and skills in federal and applicable state wage and hour law as it pertains to payroll preparation
    • An understanding of the proper calculation of gross pay
    • And understand of the proper calculation of overtime pay
    • A sound knowledge of the terminology used by the FLSA as it pertains to calculating overtime and hours worked
    • Basic understanding what is considered hours worked
    • Gained knowledge of when an employee must be given a lunch and when an employer may dock for meal periods
    • Knowledge of the requirements for paying employees including pay frequencies permitted and methods allowed under state laws
    • Gained knowledge in paying exempt employees properly
    • The basic understanding of what must be included on a paystub
    • A basic understanding of what is required when changing a payroll frequency

    Who Will Benefit:
    • Payroll Executives/ Managers/ Administrators/ Professionals/ Practitioners/ Entry Level Personnel
    • Human Resources Executives/ Managers/ Administrators
    • Accounting Personnel
    • Business Owners/ Executive Officers/ Operations and Departmental Managers
    • Lawmakers
    • Attorneys/ Legal Professionals
    • Any individual or entity that must deal with the complexities and requirements of Payroll compliance issues
Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations.

With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today.

A pioneer in electronic and online education, Ms. Lambert produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California and is the creator of and instructor for their Practical Payroll Online program, which is approved for recertification hours by the APA. She is also the instructor for the American Payroll Association’s “PayTrain” online program also offered by Brandman University