Corporate Training

• Design and implement training vehicles to accommodate any documented business process.
• Develop training modality that best suits training objective and/or client needs including standup training with handouts and visual aids; workshops and hands-on simulation; distance learning via PC; manuals and reference aids; video and one-on-one coaching.
• Conduct stand-up training, workshops and simulations, as needed.
  

Four Areas of Specialty

• Financial Services
• Management Skills
• Communications
• Broadcasting
  

• Industry Basics - Participants, Products, Services
  Broker Dealer Overview (Includes Investment Banking)
  Broker Dealer Operations (Trade Execution through Settlement and Custody)
• Asset Management Overview
• Asset Management Operations ( Includes Role of Custodian, Para legal Function, Fund Accounting, Administration, Billing)
  Regulatory Risk Management (Sarbanes Oxley, SAS 70, Internal Audit)
• Products and Indicative Data (Products Data, Indicative Data, Pricing, Vendors)
• Technology - Its uses in Financial Services

• Basic Skills Portfolio (Planning, Organizing, Leading and Controlling)
• Strategic and Tactical Planning and Budgeting (Includes Project Planning and Formal Plan Documentation)
• Organizing Functions, Processes, Teams and Projects
• Leadership Skills Portfolio( Style Analysis, Motivational Theory, Confidence Building, Delegation, Meeting Management, Communications - Written/Verbal/Behavioral, Performance Management and Evaluation, Human Resources and Training)
• Controlling Productivity, Costs and Results (Monitoring Planned Objectives and Steps, Budget Tracking and Forecasting, Measuring Performance, Organizational Compliance, Legal Compliance)

• Practical Plan Writing
• Report Writing
• Written Analysis Preparation
• Executive Summaries
• Speech Writing - Basics and Writing to Sit the Speaker
• Speech Coaching/Public Speaking Training (One on One Coaching to suit the given skills, potential and needs of the Speaker, Fundamental Training for all Public Speaking)
  
  

• Broadcast Journalism Basics
• Style Adherence
• News and Commercial Copy Writing
• Board Operation
• Show Preparation
• Speaking and Ad-libing

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