List of Custom Programs

Prices for Custom Programs are dependent upon several factors including the length of the program, the subject matter, and the amount of customization you request. Dates and times for the seminars are determined according to your needs and instructor availability.


Ethics for Financial Professionals

Ethical decisions can be hard ones to make. Sometimes all choices seem bad. Sometimes a bad decision is made. Explore methods for resolving ethical dilemmas through interactive case studies. You will consider financial decision-making pitfalls, examine obstacles to carrying out ethical decisions and clarify appropriate routes for dealing with these dilemmas.

Complete Seminar Outline

Proactive Fraud Detection

Fraud costs U.S. businesses hundreds of billions of dollars each year. Prevent fraud from damaging your organization by understanding the nature of the crime, its symptoms, who commits it and how it’s carried out. Program content includes extensive ethics discussion. A basic knowledge of financial reporting concepts is needed.

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Where are We Heading in Financial Accounting and Reporting?

The “face” and “body” of financial reporting are changing. Fair value accounting for assets and liabilities has arrived, accounting for business combinations has a new facelift, and revolutionary changes in accounting for leases, pensions, revenue recognition, equity, and other financial statement elements loom on the horizon. This seminar covers some of the recent and more controversial changes in financial reporting standards and provides you with a solid exposure to future developments.

Business Analytics and Decision Making:

Demystifying Business Analytics: Evidence-Based Decision Making

This seminar aims to provide attendees with a well-grounded understanding and appreciation of the contemporary methods, tools, and techniques used to make evidence-based managerial decisions. At the end of the seminar, you will have a good understanding of business analytics and its potential benefits in business settings. With this understanding you will be able to develop organizational practices that focus on better utilization of various data assets to make more informed, timely, and optimal decisions.


Crucial Conversations

A bad conversation can make all the difference in your day, your job or even your career – or someone else’s. Turn the tables in your favor by communicating clearly in key encounters. You will learn how to disagree without offending, convey positively what you feel, praise and probe effectively, and criticize without confrontation.

Fine-Tuning Your Business Writing

Accuracy and attention to detail in writing increases your organization’s credibility – or lowers it. Improve your ability to communicate effectively through business documents. You will become reacquainted with writing essentials, apply techniques to enhance your writing abilities and learn pointers for augmenting readability.

Improving Presentation Skills: Making a Powerful Impact

Good presentation skills are vital in communicating your point and selling your organization’s product, service or idea. Learn to prepare, organize and deliver effectively while reducing fear and building rapport. You will develop a successful personal style and discover how well-designed visual aids can increase listener interest, comprehension and retention.

Managing Confrontations

Learn a straightforward, step-by-step process for identifying and resolving confrontations whatever the issue— from poor performance or unrealistic expectations to lack of teamwork or strained relationships. Successfully managing confrontations will improve the quality of your life, your relationships, and your organization.

Productive Power of Quality Communication

A better understanding of organizational communication and the communication process enhances our effectiveness in working with colleagues and customers. Improve organizational performance and face-to-face communication skills through learning about communication styles, strategies, obstacles and behaviors.

Professional Business Email Writing and Etiquette

Simplify your business communications by learning how to maximize the effectiveness and efficiency of email while avoiding common pitfalls.

Words at Work: Business Writing for Success

The proper words can make a pivotal difference in the way your message is received. Improve your professional image and make a good first impression by learning to communicate clearly, concisely and conscientiously. This seminar presents new techniques for adapting your word selection and writing style to increase persuasiveness and effectiveness.

Customer Service:

Enhancing Service: Creating a Practical Customer Focus

Organizations everywhere are facing the quality challenge as intensifying global competition transforms management practice. Enhance awareness of good customer relations principles and techniques, differentiate with quality and gain a competitive edge – all through employee motivation and accountability. You will identify barriers to good customer relations and learn techniques for reconciling and preventing difficult situations.

FISH! Philosophy

An interesting and FUN workplace where employees feel cared about is a more productive workplace. Find out how the FISH! Philosophy can help your organization be just that. You will learn how to practically view organizational culture, create a stimulating environment, help shape attitudes and identify reasons for change.

Executive and Leadership Development:

Critical Thinking: Leading Innovation and Value Creation

Both organizations and individuals profit from the ability to create value. This program focuses on the vital role that mindset and thinking play in the development of skills such as problem solving, making good decisions, and creating profitable ideas. The program also includes an application for fighting bureaucracy and unleashing your creative and innovative spirit.

Developing Your Emotional Intelligence

Central to excellent work performance is Emotional Intelligence, the capacity to motivate oneself, recognize people’s feelings and manage emotions. Executives and professionals will see how others view their handling of situations and relating to people – then create personal plans to improve. Such knowledge will help maximize performance in your organization.

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Dynamic Presentation Skills

Whether you find yourself in front of a large group, your colleagues at a conference table, or a one-on-one business lunch, this program will help you win over your audience and get your point across. You will gain presentation skills by making an actual presentation.

Leading Innovation & Value Creation

Take an engaging, insightful, and even entertaining look at how creativity—the generation of unique solutions— and innovation—the implementation of the best of the creative ideas— can be enhanced within an organization.

Sale the 7cs of Creativity and Innovation

Whether you find yourself in front of a large group, your colleagues at a conference table, or a one-on-one business lunch, this program will help you win over your audience and get your point across. You will gain presentation skills by making an actual presentation.

Succession Planning: Developing the Next Generation of Leaders

Any organization’s success hinges on leadership – including planning and acting to constantly encourage leadership. Understand the importance of selecting and nurturing talent so you will be ready if top performers leave or retire. You will learn to develop and manage succession plans rather than relying on chance for leadership development.

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Tune Up Your Negotiation and Persuasion Skills

Better negotiations lead to higher profits. Improve and sharpen the skills necessary to be a successful negotiator. You will develop the ability to change your negotiation style based on an understanding of persuasion, clear thinking and logical planning.

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Basic Petroleum Technology for Business Professionals

Geared for non-geologists and non-engineering backgrounds, this two-day seminar provides business professionals with a comprehensive introduction to the oil and gas industry. This seminar is designed to help improve your understanding of your own work and how it relates to others in your company and industry.

Capital Budgeting and Risk Analysis in the Oil and Gas Industry

Valuation of oil & gas assets is a critical and challenging process. The uncertainty of production, prices, capital costs, and construction delays, among other factors, make it difficult to value projects. In this session, leading analytical skills and techniques will be discussed and illustrated using real case studies. Monte Carlo simulation also will be used to model uncertainty for key value drivers. Monte Carlo simulation is a powerful tool that can help evaluate what can happen to an investment’s future cash flows and summarize the possibilities in a probability distribution. This is particularly helpful in oil and gas project analysis since the outcomes from large investment projects are often the result of the interaction of a number of interrelated factors (or value drivers) that are highly uncertain.

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Energy Finance and Economic Analysis

Prepare for interaction with financial professionals in the energy industry by gaining a working vocabulary of industry related concepts and terminology. Learn about the energy industry and be better prepared to understand and handle decision-making using leading tools and techniques.

Energy Value Chain

This seminar provides a comprehensive introduction to the oil and gas industry with a focus on how value is added in the energy value chain. Attendees will gain an understanding of how each segment of the energy firm’s activities add value along the energy value chain.

Finance and Capital Investment Analysis for Project Managers and Technical Professionals

Technical professionals are expected to make financially based decisions, often without a formal financial background or training on best practices in capital investment analysis. This in-depth and practical three day course will demystify finance and cover best practices in financial analysis.

Finance for Managers I

This seminar provides an overview of the skills and methods used in effective financial analysis and in the planning, budgeting, and control process. The material covered will provide a good summary of the basic tools of financial analysis. Emphasis is placed on capital budgeting and how it is directly related to the goal of maximizing shareholder wealth.

Finance for Managers II

This seminar addresses three central functions of financial management: capital budgeting, working capital management and financial planning. Work through case studies and examples illustrating the central principles of financial management to gain a better understanding of your role in contributing to the overall value of the company.

Finance for the Nonfinancial Manager

Productivity in business is ultimately measured in dollars and cents. Develop an understanding of the basic business language – finance – that is vital for professionals with administrative responsibility. You will discuss realistic finance issues leaders face and learn to communicate with finance professionals. No previous accounting or finance knowledge is needed.

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How to Read Your Company’s Annual Report: 10 Things to Know for the Oil and Gas Industry

Why is it that many employees end up filing their annual reports in a file drawer or garbage can without really looking at them? It may be they don’t really know how to get useful information from them. The text on the glossy pages is usually very readable, but it is generally not conducive to learning key information, and the numbers in the back can seem incomprehensible and overwhelming. But we know those numbers are the important part. In this course, suggestions will be provided on how to spend time with an annual report and understand information presented. The focus of this seminar is on reading the annual and 10-K reports of an oil & gas company. You will study actual reports of oil and gas companies.

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Introduction to the Oil and Gas Industry

New to the oil and gas industry? This course covers industry basics to help you “hit the ground running” for a successful career. Learn the lingo and master key concepts so you are literate about the industry and understand economic factors driving this global and fascinating industry.

Master Class: Advanced and Expert Strategies in Oil and Gas Finance

Taught in a highly interactive manner with an emphasis on participant questions, this five-day seminar employs mini-cases, practical applications, and participant exercises to develop strategic planning and decision-making expertise. The seminar will give you the skills to assist in achieving long-term success to enhance your company’s competitive performance.

Management Development:

Building Your Business Acumen: Strategic Business Management via Business Simulation

Learn how to manage a company and broaden your understanding of essential management skills in a realistic yet entertaining way with this program, based on a powerful business simulation. The simulation mimics a new venture situation and allows teams to make a series of business decisions as they take their fledgling business venture from inception through one and a half years of operations.

Business Process Improvement

The objective of this seminar is to provide participants with the basic tools to improve their businesses in meaningful ways. The results of applying the concepts of this course to the business process are lower costs, fewer errors, more efficient use of resources, better customer service and more engaged employees.

Change Management

Become familiar with the problems and promises of restructuring an organization, whether it’s through downsizing, rightsizing, or reengineering. This course will provide you with guidelines on how an organization can plan, implement, and evaluate restructuring processes to benefit both the organization and the individual employee.

Creating and Developing High Performance Teams

High performance teams don’t just happen. They are carefully built and well managed through a not-always-smooth process. Discuss productive team development, obstacles for teams, when to use teams and how to implement them for success. You will see the importance of culture, intense socialization and highly involved leadership.

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Creating Value Through Relationships

This seminar is designed to enhance awareness of the principles and techniques of reestablishing and maintaining a focus on relationships—external and internal—as a customer competitive edge. Topics include the identification of the forces driving change, the logic of a compelling reason, the specifics of relationship principles, and the mechanisms and motivations needed in the implementation of relationship bonding.

Developing Creative Strategies for Organizational Challenges

Often individuals as well as organizations find themselves with decision-making problems—trying to solve the same problems with the same solutions. In this workshop you will discover how to tap individual creativity to help redefine and refocus problems and solutions—how to become a creative problem solver.

Developing the Strategic Middle Manager: The First Step Toward Organizational Renewal

Appropriate for traditional middle managers as well as mid-level employees with connections with both supervisors and subordinates, this seminar is designed to discuss new roles and opportunities of middle managers within complex organizations and to re-cast their focus toward involvement and performance as critical participants in the strategy-making process. This seminar also explores how firms can harness new ideas from the middle of the organization to renew core capabilities as well as how to utilize social connections.

Discover Your Leadership Strengths

Personality aside, individuals have their own styles of responding and adapting to work settings and other people. The best leaders understand why and how people act the way they do. Use the DiSC model to gain this crucial knowledge. You will discern how to lead successfully by appropriately handling individual behaviors.

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Enhancing Employee Motivation Through Coaching

With empowering employees comes a need to focus on coaching more than on controlling and directing. Coaching is the day-to-day, hands-on process of helping employees recognize opportunities to improve their performance. Explore how you can augment your skills in deal­ing with employees and create an environment in which employees seek continuous improvement.

Ethics Awareness: Managing for an Ethical Workplace

Today’s challenging times mandate a heightened awareness of ethical problems in business. Build management skills proven to foster an ethical workplace. You will look at causes of unethical behavior and start developing specific management practices to reduce or eliminate problems. The setting is 100 percent practical – no preaching or moralizing.

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Frames of Multiple Intelligence: How Are You Smart?

In contrast to traditional views of intelligence which ask “How smart are you?” the multiple intelligence view popularized by Harvard University’s Howard Gardner asks “How are you smart?” This seminar explores traditional views of measuring intellectual abilities and also discusses the eight intelligences defined by Gardner. The seminar offers you an opportunity to assess how you are smart within the multiple intelligences context and to maximize your abilities, particularly in persuasive communication.

From Traditionals to Millennials: Leading Generations at Work

Ever wondered how new hires could be so impatient or how your boss could never have heard of “IM-ing”? The answer largely lies here: For the first time, four generations are converging in the workplace. Examine how the different life experiences of Traditionals, Baby Boomers, Generation X and Millennials create challenges in communicating and collaborating. You will also consider ways to bridge the generational divide.

Good to Great: What’s a Leader to Do?

Leadership constitutes legends and a legion of popular books. With so much talk, it can be difficult to know what works. Too often leaders try quick fixes that lack longevity. You will explore the “Good to Great” principles and consider tangible suggestions for taking your organization to greatness.

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Leading with Fairness

When employees perceive that they or a third party are being treated unfairly by leaders, they are likely to respond in ways that are unfavorable for the leader and organization. The “Leading with Fairness” presentation reviews four types of fairness that are important to employees and discusses why employees care about each form of (un)fairness. The presentation concludes by providing leaders with recommendations on leading with fairness.

Managing Business Relationships and Careers

Politics is a normal part of organizational life that can be a positive force for change. The objective is the key. Discover what political tactics are available to your organization. You will learn to manage impressions, maximize networking effectiveness, imitate others’ successful activities, and make simple interactions with employees, customers and colleagues more useful.

Managing Difficult People in Difficult Situations: “Working with You Is Killing Me”

We all deal with people we consider difficult to get along with, whether subordinates, supervisors, customers, friends or family. Consider differing personalities and start developing the skills needed to effectively manage challenging people and situations.

Motivation to Lead, Motivation to Follow

Groundbreaking research conducted within the Spears School of Business suggests that in addition to person-organization fit, employers and leaders should also try to accurately match what drives organizational leaders with what drives employees. This seminar will advise business owners, executives, and managers how to connect their motivation to lead with their employees’ motivation to follow in order to get the most effective performance from leaders, the groups they manage, and individual employees

Myers-Briggs Leadership Seminar

Today’s organizations demand competent leaders and innovative leadership styles. Managers and professionals must know their personal style and how people respond to them. You will complete a questionnaire prior to the seminar, and the Myers-Briggs Type Indicator, an internationally recognized personality inventory, will provide information about your leadership style.

Myers-Briggs Step II: Exploring the Facets of Your Personality

Effective leaders understand themselves and others extremely well. Step II of the Myers-Briggs Type Indicator helps leaders get to that point. Sharpen your self-awareness, interpersonal skills and leadership abilities. You will examine the facets of each Myers-Briggs preference pair in depth to get a more detailed assessment of your personality.

Organizational Strategies for the Future: Recognizing challenges and Developing Solutions

This seminar will help you learn how to develop and address strategic management by introducing you to external assessment, internal assessment, and vision.

The Power of Influence

Getting people to say “yes” is the backbone of any influence opportunity. This program brings influence research to the real world and introduces a system for planning and executing influence opportunities. It focuses on the science and practice of persuasive communication skills as it applies to your need to “get your point across” or “get things done” while maintaining positive relationships.

Project Management: Building Successful Teams

Project management involves managing the people and resources needed to accomplish the goals of projects within the organization. This seminar examines what project management is, when it should be used, what the process is, and how you develop and manage a successful project team.

Resolving Team Issues

Leaders must possess the skills to deal with issues and disputes within their teams. Learn the appropriate resolution process and identify the skills necessary to become a more effective leader, manager and supervisor.

The Rise and Fall of Entitlement

Entitlement is a severe threat to productivity and individual initiative. This session investigates how such cultures are specifically created within organizations, how to recognize such creation variables, and what may be done to stem the growth of entitlement.

Shifting Gears: From Managing to Leading

Many managers would agree that increased leadership activity sounds great – and that they don’t have time for it. Find out how to break the cycle and shift many managerial responsibilities to employees, leaving more time to lead. You will learn how to handle common workplace expectations, perspectives on power and reactions to change.

Stories from the Past—Managing for the Future

There has never been a society that did not use the telling of stories to establish its culture. Within organizations, storytelling is also a valuable technique to create and maintain “culture” while motivating employees. Additionally stories are used to resolve conflict and to generate customer “evangelists.” How do corporation “stories” impact culture and therefore the employee? How do stories motivate the individual employee? Can corporate stories be “captured” and directed? Can managers improve their ability to relate ideas through stories? These and other interesting concepts of storytelling are the focus of this seminar.

Complete Seminar Outline

Strengthening Employee Performance

Motivated workers are better performing workers. The effective leader knows how to motivate followers with quantitative and qualitative rewards. Learn how to reward people efficiently and help employees motivate themselves. You will discuss rewards and recognition, as well as several approaches to motivation.

Supervisory Program: Leadership, Mentoring and Coaching for Outstanding Performance

Excellent people skills are indispensable for employees making the transition to first-line management. Program content and leadership will help these employees and their managers better understand their own management beliefs as well as how they can enhance their management skills.

The Manager as Conflict Resolver

Disagreements are common in the workplace, whether between employees or with their managers, whether personal or project-related. Delve into a variety of conflict resolution approaches applicable to the everyday situations you face. You will assess the benefits and costs of different resolution tech­niques to determine which you find most effective.

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The Mechanics of Successful Project Management

More and more organizations are using projects to accomplish their goals. Meanwhile, managers are learning that project management is more complex than simply putting together a team and saying “accomplish this goal.” Reconsider the project management documentation and review processes. You will learn tools and techniques for ensuring successful projects.

Using Our Talents to Lift Performance

How do you feel after a long day at work? Invigorated? Drained? Are your employees working to their potential or do they feel they are just working to kill time? Unfortunately, our culture is obsessed with weaknesses and we tend to emphasize the negatives when it comes to our and others’ performance. Based on the work of Marcus Buckingham, this session discusses how to work from our strengths rather than our weaknesses and how we can use positive influence to lift the performance of others.

Marketing / Sales

Create and Manage Customer Value for Business Success

Price alone will not attract customers always. Paramount to successful selling today is providing value to customers by offering more than price and product. Managers and front-line employees must create value and deliver it effectively. Find out how to create value and a pride in your brand that leads customers to return the favor.

Customer Relations Management

Whether you relate to customers face to face, by phone, or electronically, the relationship you build with your customers is critical to your mission. This session focuses on improving your customer relations and measuring the outcomes as they relate to profitability.

Rethinking Marketing: An Entrepreneurial Perspective

This course is about leading the market rather than following it, becoming more opportunity-driven and less resource-constrained, and doing a lot more with a lot less. It is based on a dramatically new approach to marketing. Recent years have witnessed the use of such terms as subversive marketing, disruptive marketing, radical marketing, guerrilla marketing, viral marketing, convergence marketing and expeditionary marketing. Each reflects an alternative approach to conventional marketing. This program represents an attempt to bring together these perspectives by providing an integrative framework called “entrepreneurial marketing” (EM).In this seminar, which can be adapted for one or two days, we will explore the role of marketing in entrepreneurial ventures, and the role of entrepreneurship in marketing efforts of all firms. We will examine concepts from each of these two areas to determine how they apply to, and how they can aid the practice of, the other. Attention will be devoted to understanding why marketers resist entrepreneurship as well as the common mistakes entrepreneurial firms make when it comes to marketing. The distinct challenges confronting marketers in contemporary business environments will be reviewed, and a number of approaches for addressing these challenges will be identified. Implications will be drawn from the latest trends in marketing and entrepreneurship.

Professional Employee Development

Developing Effective Attitudes in the Workplace

Effective attitudes breed happier, more productive employees and thus significantly contribute to an organization’s success. Discuss how attitudes are formed, organized and changed, as well as how they affect self-image. You will grow in understanding how attitudes are affecting employees and shaping the work environment.

Diversity: The Logic and Common ₵ents of Diversity

This seminar presents a practical approach to understanding the importance of supporting and advancing the value of diversity within an organization. You will develop an effective and useful understanding of the broader context and application of diversity to your organization, and you will be exposed to some of the legal requirements organizations encounter related to diversity. Best practices for developing and implementing successful and effective strategic diversity plans will also be addressed.

Increasing Effectiveness Through Goal Setting

Effectiveness and efficiency in the workplace have become necessary attributes of employees in most organizations. How can you become more effective and efficient? This presentation will assist you in setting goals and in achieving them for your own benefit and for the benefit of the organization

Managing Organizational Stress Levels: Achieving Optimal Performance

Executive, managers and all employees can work more efficiently by actively managing the level of stress at their organizations. Organizations are more successful when stress remains at an acceptable level. Whether the stress is self-imposed, caused by others or caused by job pressure, individuals who can manage it tend to be healthier and more productive.

Complete Seminar Outline

Professional Image: Position Yourself for Success

Business people are constantly selling themselves and their organizations. Become more successful by building your own personal brand image, not through shameless self-promotion but by managing how others perceive you. People will make judgments about you; so if you don’t control your image, other people will.

Strengthening Your Network: Enhancing Professional Relationships

The key to a properly structured professional network lies in the types of relational ties that we have and can develop. This seminar will demonstrate the importance of relationships in building one’s career, emphasize the benefits of a properly structured professional network and examine how to develop the right types of relationships with the right kinds of people.

The Game Is Played Away from the Ball

Too often managers and employees allocate energy to the purported singularly critical employee-manager moment – when the ball is in their hands. You will see that the real game for organizational success is played when the ball is not in your hands. Remember to take care of the little things.

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The Entrepreneur in the Organization: Keys to Creative and Critical Thinking

Your value and ability to prosper and reach your goals – and the prosperity of your organization – come from your ability to make good decisions and judgments, solve problems and maintain profitable relationships. You will consider your thought processes and the vital role thinking plays in developing these skills.

Time Care: Getting Control of Your Time and Your Life

Professionals today must balance the demands of both work and personal life. Take time to focus on planning and prioritizing your life goals and learn to attain short-term objectives to achieve these goals.

Thank you for your interest in the Center for Executive and Professional Development’s Custom Programs. For additional information, please contact Julie Weathers or 1.866.678.3933

CEPD Book of Outlines