CBM course catalogue 2014

January - June 2014

Tel: (011) 454 5505

Fax: 086 687 2468 Email: info@cbmtraining.co.za Website: www.cbmtraining.co.za

Key Skills for Effective Managers

Welcome to CBM Training’s 2014 Catalogue

We are also seeing some legislative changes in 2014, especially in the area of the SDL retrievals from the SETA’s. As a SETA ACCREDITED provider, all of CBM Training’s short courses are claimable from the 20% Mandatory Grant, but if you are interested in claiming for PIVOTAL training, please check out our MDP Programmes (Pg. 4) and RPL Learnerships (Pg. 18).

1 Day JHB – 28 January 2014 JHB – 16 April 2014

From all of us in the CBM team, we wish you a successful and profitable 2014.

DBN – 25 February 2014 DBN – 24 June 2014

Chris Hersov – Managing Director and Owner

CT – 20 February 2014 CT – 9 May 2014

On-site Training – Specialist Training for your Team For companies that have 8 or more delegates who wish to attend one of our training courses, CBM Training offers our clients a fully customised On-site Training Solution. On-site training runs a course just for your delegates, allowing them to talk about company specific issues to maximise the benefit they gain from the training intervention. Choosing the On-site Training route will also offer your organisation the following additional benefits:

• Customised Course Content

• Motivation & Team Work

• Run Where & When you Want It

• Additional Training Subjects

Price: R3, 450 plus Vat R483 = R3, 933 People related problems in the workplace are typically highly emotive, sensitive and require immediate intervention. In fact, the toughest part of being a manager is not the increased workload, or the increased accountability. It is neither the added pressures nor the longer hours. The toughest part of being a manager is undoubtedly managing people effectively.

To look into the options available to your company for On-siteTraining, please call our offices and one of our highly experienced Key Account Team Members will discuss your specific needs for training and give you recommendations that match our programmes and facilitators to your individual training needs, corporate culture and delegate requirements.

Please contact one of our On-site Team now on (011) 454 5505 or email nicole@cbmtraining.co.za

Full SETA Accreditation to claim back Skills Training Levies (SDL) The objectives of the NQF are designed to contribute to the full personal development of each learner and the social and economic development of the nation at large. CBM Training has been on the forefront of the SAQA accreditation process since inception. CBM Training holds Full Institutional Accreditation status with one of the first SETA accreditation numbers - D057.

CBM Training’s short courses are classified as “Personal Development Programmes”. The cost of training can be claimed back against your Mandatory Grant in accordance with the National Skills Development strategy.

FET College Registration to provide PIVOTAL training CBM Training is registered as a Private FET College - registration number 2009/FE07/111 and we are able to offer our clients RPL Learnerships in Business Administration and General Management.

Our 8 Month MDP Programme can be structured to deliver between 3 credits and a full qualification, classifying the programme as PIVOTAL in terms of the National Skills Development strategy.

BEE Scorecard CBM Training has a high level BEE Balanced Scorecard and has been evaluated and audited by the “BEE Verification Agency”, an accredited verification company.

CPD Points for CBM Training Courses We work closely with many organisations to accredit courses to allow delegates to claim CPD points. Call us to see if you can claim CPD points for attending our courses and programmes.

For any enquiries please email us at info@cbmtraining.co.za

1 Day

Index About Us, On-site Training & Accreditation Management Courses Management Development Programme Business Courses

1 2-3

DBN – 20 May 2014 CT – 16 April 2014

5-7 8

Specialist Courses

9

Finance for Non-Financial Courses

10

Project Management Courses

11

Credit & Debt Courses

12

Financial Courses

13

Guru Events

14

Secretarial Courses

JHB – 7 February 2014 JHB – 7 May 2014

4

Human Resources Courses

15-17

Other

18

Registration Form

19

To help you onto the path towards management success, CBM Training has designed this intensive 1 day training course to teach you a wealth of practical management skills and keep you up to date with the latest management theory. Our highly experienced lecturer will share insights into how a truly effective manager works, and show you how you can immediately improve your own performance and the performance of your team.

Key learning areas covered include: • Understanding the real role of a manager in relation to their staff • Gaining respect and support up front • Understanding ways to motivate your people into doing their best for you and the company • Knowing how to handle difficult personal conflicts at work, while maintaining your role as the manager • Practicing delegating tasks with the certain knowledge that your people won’t let you down • Ensuring you have enough time to do your own work while still being an open, available manager • Conducting motivating performance reviews to improve the effectiveness of your staff • Controlling the activities of people in a structured way to allow you to make sure your department’s targets and objectives are always met

Effective People Management Skills

• Discounted Training Rates

CBM Training’s Accreditations

Many managers are often promoted due to their quality of work and not necessarily due to their management skills. This can leave some managers feeling out of their depth, in a position that is often challenging, lonely and frustrating. Management is a skill that is often only learnt through trial and error.

Unfortunately, these errors can lead to lower productivity, costly mistakes and the loss of valuable staff.

To continue your growth within the organisation it is vital that you gain the support of your team. It is also imperative that senior management sees you as a capable manager, one that can solve people-related problems quickly, sensitively and professionally without having to always resort to formal disciplinary procedures.

This management course deals specifically with how you can perfect your people management skills, ensuring your team is productive, diligent and motivated.

Key learning areas covered include: • Assessing the various ways of successfully managing people and finding the method most suited to you AND your staff • Discovering ways of raising sensitive topics in informal meetings to ensure your staff understands and commits to improvement • Knowing when an informal meeting is not going to achieve results and where to go from there • Training yourself to deal with awkward situations as soon as they arise and not waiting until they escalate • Using techniques to discipline your staff in a manner that corrects their behaviour and also motivates them • Communicating effectively with your staff by clearly stating your requirements and listening carefully to complaints and suggestions • Leading by example: avoiding some common unproductive people management behaviours

Management Courses

Price: R2, 950 plus Vat R413 = R3, 363

The year 2014 is going to be an interesting one for training in South Africa. CBM Training, as one of the largest training organisations in South Africa, has seen the training arena expanding for the first time since the recession in 2009. Forward thinking companies are going back to looking after their most valuable resource - their people.

The Management and Leadership Programme Price: R4, 950 plus Vat R693 = R5, 643 This is a practical, hands-on Management Course that all managers must attend! Designed to cover various key management challenges in-depth, this course will provide you with the support you need to excel as a leader.

2 Days JHB – 20 - 21 February 2014 JHB – 28 - 29 May 2014 DBN – 18 - 19 March 2014 CT – 6 - 7 March 2014 CT – 18 - 19 June 2014

Managing, leading, inspiring, motivating and disciplining a team is a challenging job for anyone.

If done wrong ,the spiraling effect can result in decline in team performance, stress for you, and possibly the loss of star performers. All the new responsibilities and the pressure of having to achieve results through others can leave managers feeling overwhelmed and stressed.

This 2 day programme will help you to understand and master your new role as a manager, and will pave the way for you to mature into a great leader within your organisation.

Key learning areas covered include: • Successfully managing the transition from employee to manager • Discovering how to gain respect and support from your team • Controlling and managing your time and workload • Applying emotional intelligence and assertiveness for conflict resolution • Mastering core skills, including clear, open communication and team motivation • Learning to apply practical problem solving, decision making & delegation tools • Coaching and managing your staff to ensure sustainable, increased performance • Moving from a great people manager to an unrivalled leader

02

Ian Mann’s – Managing with Intent

Management Courses

1 Day JHB – 6 June 2014

Key learning areas covered include: The pinnacle of CBM Trainings’ Management Programmes, Managing with Intent is presented by • The differing approaches of professional and management guru, Ian Mann. amateur managers • Exploring the different ways a manager exerts his Based on Ian’s book by the same name, this control over the behaviour of others advanced management course will provide you with deeper insight into what drives the people within your • Ensuring that your staff understand what is team and how you can get the most out of them, expected from them, allowing them to complete while keeping them happy and motivated. their jobs successfully • Discovering how to take active steps to improve This is your opportunity to master the skills you levels of commitment in your workplace need to gain cooperation, motivation and buy-in • Increasing staff performance by understanding what from your staff, team members, colleagues and superiors by expanding your knowledge of what a person must “give up” to get the job done • Realising that self image can become a limiting makes people “tick”. factor that prevents employees from performing at Forget everything you have previously learned about their peak – and how to address this managing people. This is the new way to do it!

• Using positive feedback to deal with negative behaviour directly

Successful Team Leadership using Emotional Intelligence Price: R3, 450 plus Vat R483 = R3, 933 As the saying goes, “Staff don’t quit their jobs, they quit their Bosses.”

1 Day JHB – 10 April 2014

When you analyze what all successful teams have in common, you discover that they have great leaders and they are happy. Creating a happy working environment in this climate of job swapping, reduced loyalty and increased financial pressure, can go a long way to ensuring that you keep your star performers, and become a respected leader.

Emotional Intelligence is the key to becoming a great leader. It is vital when building strong staff relationships, open communication and ensuring that your team stays motivated and productive.

EQ is a critical success factor in high-performing teams and by mastering it, you are ensuring your team’s ongoing success and well-being.

Key learning areas covered include: • Understanding Emotional Intelligence (EQ) and its relationship to managing and motivating people • Discovering the 6 EQ cornerstones and assessing your current level of emotional competence • Assessing the positive impact of EQ on conflict management, communication, performance & generation / culture gap management • See how teams managed with a high level of EQ are outperforming others at delivering great customer service • Practical ways to use EQ to motivate and drive a team or an organisation’s performance

The 5 Day Management Programme: with an iPad HD for every delegate* Price: R 16, 950 plus Vat R 2, 373 = R 19, 323 (16gb iPad) (Available in 32gb & 64gb iPads at an additional cost)

5 Days JHB – 10 - 14 March 2014

This intensive 5 day course will guide new and aspiring managers through the various challenges that they face when managing people for the first time. We will show how to use technology and proven management techniques to consistently achieve success with the added responsibility that comes with a management position.

While the focus of this intensive course is on preparing “new” managers to tackle the challenges inherent in achieving success with and through others, this course is also highly relevant to existing managers who will identify development areas in their management styles and fine tune their skills.

03

Key learning areas covered include: • How to successfully make the transition from employee to manager • Key people management skills that you can use every day to motivate and control your team • How to use an Apple iPad as a key business tool to save time and make you more efficient • Everything a manager needs to know about finance, accounts and budgets • Practical business etiquette, cultural diversity and networking skills for managers

Price: R26, 250 plus Vat R3, 675 = R29, 925

16 Days – 8 - 12 Months 13 Core topics, 8 Modules and 6 specialist lecturers make up this complete Management Development Programme Delegates completing the programme can apply to undertake an RPL assessment process, at an additional cost, to gain the SAQA Qualification - National Certificate: Generic Management, NQF Level 5, I.D. 59201 LP 60269.

These days managers need to be exposed to an extremely wide range of skills in order to be fully competent in their positions.

These skills range from leadership and management to commercial nous, self-management knowledge and team growth and development. CBM Training has commissioned an International Learnership Specialist to research the South African managerial market and develop the ideal Management Development Programme, basing this on South African managers’ real needs, not on an academic or unit-standard driven syllabus.

The result is our flagship, comprehensive 8 month PIVOTAL training programme with a two-day module per month that will provide managers with skills, tools, techniques and core competencies to effectively manage & lead a department or division to success in the current pressurised business environment.

The intensive 8 month programme blends both Operational skills and Strategic focus to develop delegates’ core management capability, building the skills required to become well-rounded managers.

The programme can either be attended as a public event or organisations with 8-16 eligible managers can arrange to have the programme customised and delivered to their management team as an Onsite programme.

The CBM MDP has a longer term focus and is aimed at delivering practical skills essential to develop a clear and sustainable “management competence”

Key Programme Topics Covered: • Management & Leadership Essentials • Commercial Environments, Finance & Budgets • Diversity Management, Business Etiquette Ethics • Coaching for Results & Effective Delegation • Resolving Conflict & Managing Change • Management & Organisational Communication • Leading Team Collaboration • Personal Effectiveness for Managers • Managing Performance, Appraisals & PDP’s • The South African Labour Law • Business Negotiation Skills • Successful Decision Making & Problem Solving • Recruitment, Interviewing & Selection skills

PUBLIC PROGRAMME

ON-SITE PROGRAMME

The first Public MDP programme will start on the 13 March 2014 and run until November 2014.

If you company has 8 to 16 managers that would benefit from this programme, then it can be delivered On-site at your company.

This will give the additional benefits: • Customisation of content to match your industry and specific company needs • Dates and venue to suite your company • Lift skills of entire management team, with the same core values and skills • Motivation for your management team, and the improvement of informal communication • Implementation of learning metrics to evaluate and quantify learning achieved • Inclusion of relevant projects between the modules to reinforce learning achieved • Selection of additional add-on modules for specific needs • Addition of one-on-one coaching sessions between modules to reinforce skills covered

A maximum of 16 delegates will be taken onto this course on a strictly first come-first served basis.

13-14 March 10-11 April 15-16 May 5-6 June 19-20 June

24-25 July 21 Aug 22 Aug 18-19 Sept

Management and Leadership Skills Financial and Commercial Skills Personal Effectiveness - Decision Making Managing Performance & Coaching Skills SA Labour Law & Recruitment Techniques Handling Conflict & Managing Diversity Management Communication Business Negotiation Techniques Presentation Skills and Programme Wrap Up

R26, 250 per delegate plus Vat R3, 675 = R29, 925 16 Days – 8 - 12 Months Enquire for July 14 start date on 011 454 5505

Management Development Programme

Management Development Programme

Price: R2, 950 plus Vat R413 = R3, 363

R23, 625 per delegate plus Vat R3, 307.50 = R26, 932.50 (Minimum 8 delegates) 16 Days – 8 - 12 Months

Optional SAQA Accreditation available RPL assessment process to gain the SAQA Qualification - National Certificate: Generic Management, NQF Level 5, SAQA I.D. 59201 LP 60269. The cost of this complete assessment process will be R12,450 Excluding Vat per person Alternatively, delegates can get SAQA credits for this programme without completing the full RPL assessments by arranging to attend a 40-60 min Assessment Interview against SAQA US 9533, NQF level 3, 3 credits at an additional cost of R1,800 Excluding Vat.

04

Dealing with Difficult People

Master the Art of Negotiation to Win & Close Deals Effective negotiation is a vital skill. Mastering it enables you to be successful in the business world today. Closing deals, hiring staff, purchasing goods, agreeing contracts and defusing conflicts all require negotiating experience and skill. Negotiating often occurs without us even being aware of it, and is often done at an instinctive level with limited success.

2 Days JHB – 26 - 27 February 2014 JHB – 22 - 23 May 2014

Business Courses

DBN – 27 - 28 May 2014 CT – 18 - 19 March 2014

How much better could you do in your negotiations if you understood the key rules, techniques and underlying concepts behind successful negotiating?

Perfecting this critical business skill of tactical business negotiation should form part of every person’s continual development plan, as it refines this essential talent to better place managers to continually achieve both their individual and organisational goals.

JHB – 23 - 24 April 2014 DBN – 8 - 9 May 2014 CT – 14 - 15 May 2014

Whether it’s dealing with an irate client, coping with a troublesome colleague, managing a challenging staff member or resolving a misunderstanding with your boss – chances are that you are currently dealing with difficult situations or people in one form or another.

1 Day JHB – 17 February 2014 JHB – 21 May 2014 DBN – 6 February 2014 DBN – 12 June 2014 CT – 23 May 2014

JHB – 17 - 18 March 2014 JHB – 23 - 24 June 2014 DBN – 13 - 14 March 2014 CT – 10 - 11 April 2014

05

Anyone who may have to deal with difficult people - either face to face or telephonically - will benefit enormously from this course.

Raising Productivity through Self & Staff Stress Management

Price: R4, 950 plus Vat R693 = R5, 643

Price: R2, 950 plus Vat R413 = R3, 363

Fortunately, our presentations expert has spent many years coaching delegates to perform in front of audiences. Attend this course and be guided through the many techniques professional presenters use to remain calm, unflustered, focused and professional.

This intensive 2 day course will introduce you to a variety of presentation skills ranging from your preparation methods, techniques for grabbing the audiences’ attention, how and where to stand, what tone of voice to use, working with AV material and dealing with audience interaction.

Key learning areas covered include: • Understand the make-up of a ‘great’ presentation • Channel pre-presentation nerves into dynamic presentation energy • Follow a series of simple steps to develop a memorable presentation • Key presentation skills that seize attention and WOW the audience • Eliminate bad habits and mannerisms that may detract from your style • Make the best use of visual aids and slides to add impact • Manage, interact with and involve the audience • Things that can go wrong – skills for keeping control during adversity

Key learning areas covered include: • Increasing your personal productivity and improving your ability to make decisions when the pressure is on Stress is unfortunately an inescapable reality.

• Improving your resilience and ability to bounce back The stress that you and your staff experience is from adversity intricately linked and should be carefully managed • Recognising the symptoms of stress – both yours to ensure that productivity isn’t compromised. and your staff’s - and taking the necessary action to Unmanaged stress at work results in reduced prevent burn-out productivity, increased management pressures, • Discovering new methods for managing your stress and higher absenteeism rates. Employers therefore and discarding ineffective old habits need to strive towards providing a relatively stress• Understanding how and why some people are able free work environment, recognise when stress is to manage stress more effectively than others – and becoming a problem for staff and take action to using this information to effectively manage your team reduce it.

• Looking creatively at stressful situations that you can’t As a manager your ability to manage and control change and finding new more effective ways of dealing your own stress levels will greatly enhance your ability with them to assist your staff. This comprehensive 1 day training • Rational thinking: what is it and how can you use it to course will teach you how to actively reduce your manage everyone’s stress levels own stress, as well as that of your staff.

Did you know that 80% of all illnesses paid for

by Medical Aids are stress related?

1 Day JHB – 14 March 2014

This is your opportunity to become a confident and relaxed presentations guru!

2 Days

CBM Training has developed this one day training course to give you an ‘arsenal’ of practical techniques for identifying and dealing with difficult people, and defusing volatile situations. By using interactive case studies, this programme will show you how to prevent difficult people from affecting your work performance, knocking your selfconfidence or causing you unnecessary stress.

Key learning areas covered include: • Why people are difficult and the common types of difficult situations we run across at work • How to maintain your own composure in the face of difficult situations and some practical tools you can use to defuse a situation • Handling the range of emotions typically present during a difficult situation or encounter • Identifying four main types of difficult people and a proven approach for dealing with each type • Techniques to overcome the challenge of dealing with an angry or difficult person over the telephone • Proven methods for effortlessly handling customer complaints – move them from ‘irate’ to ‘satisfied’ • Identifying how cultural differences may play a part in discontent, and how to handle these situations

Presenting to Any Audience with Power & Confidence Presenting in front of an audience isn’t for everyone.

We all wish we could emulate our colleagues who thrive on the challenge and relish a captive audience!

2 Days

Key learning areas covered include: • Plan your negotiation strategy thoroughly to gain a competitive edge before you start • Set a positive tone for the meeting with some tested ‘ice breakers’ • Make an opening offer that gains you the best possible starting position • Using a knowledge of ‘negotiation power’ to get and keep the upper hand • Developing key communication skills • Identifying and protecting yourself against the most commonly used dirty tricks • Using practical techniques to break a deadlock • Avoiding common mistakes that are frequently made at the end of a negotiation

Practical Self Confidence & Assertiveness Skills

Business Etiquette & Cultural Diversity

Price: R4, 950 plus Vat R693 = R5, 643

Price: R2, 950 plus Vat R413 = R3, 363

Self-confidence and assertiveness skills are the pillars to personal success in a demanding and unforgiving business environment. Successful business people and managers in South Africa have all discovered the vast benefits of being assertive at work as opposed to aggressive; and being polite and professional without being submissive.

This 2 day course will highlight your current level of assertiveness and guide you through a number of practical exercises that will teach you how to boost your confidence levels and implement assertiveness techniques in the workplace.

Grasp this opportunity to discover how small changes in your communication techniques and behaviour will ultimately result in increased productivity, motivation and success.

Key learning areas covered include: • Understanding self-confidence and how this dictates your interactions with others at work • Introducing the 6 practical techniques that you can use to enhance your self confidence • Differentiating between assertive, aggressive & submissive behaviours and why an assertive approach is a far better style in business • A proven 4-step plan to becoming more assertive at work and home – with exercises to practice each step • Using assertiveness skills to defuse difficult situations and resolve conflict situations that you may encounter daily at work • Applying assertive behaviour to your communication and how this will reduce ambiguity and uncertainty • Learning to stand up for yourself and your team without upsetting people, allowing people to take you more seriously whilst reducing your stress levels

1 Day JHB – 12 March 2014

Business Courses

Price: R2, 950 plus Vat R413 = R3, 363

Price: R4, 950 plus Vat R693 = R5, 643

Business Etiquette is about building relationships with people in the business world in a way that maximises your business potential. When you can interact with confidence and ease, you put others at ease as well, and honest and open communication follows. With improved communication comes trust and it is these trust relationships that make customers, managers, colleagues and team members want to do business with you.

Key learning areas covered include: • Professionally greet, meet and converse with people from diverse backgrounds in a business setting • Communicate professionally on the telephone, face to face and electronically • Network professionally and appropriately with potential business contacts • Participate professionally and respectfully during meetings Culturally, South Africa is a vast melting pot. What • Use discretion and judgement to avoid being one culture perceives as respect, another perceives culturally insensitive as a slight. By understanding the “default” etiquette • Dress to impress by understanding the nuances of of the various cultures you come across in a business appropriate business attire environment, you will discover that behaviours that • Learn why discretion is so important when talking to astound you are in fact not an etiquette issue – but colleagues, clients and supervisors an understanding one. By skilling up in this area, • Remain cool and calm during a crisis to guide your employees become more effective, more influential, team’s effort and certainly for sales people, more successful.

06

Strategic Human Resource Management

Writing Better Business Documents

Price: R4, 950 plus Vat R693 = R5, 643

Price: R4, 950 plus Vat R693 = R5, 643

2 Days JHB – 24 - 25 February 2014 JHB – 11 - 12 June 2014

Business Courses

DBN – 25 - 26 March 2014

2 Days JHB – 24 - 25 March 2014

This practical course with a highly experienced course facilitator will focus on sensible ways to address common writing issues.

Delegates will obtain easy to apply techniques that will assist them in planning their writing, improving the way they phrase things, clarifying the way they emphasise points and help to check for clarity to improve the professionalism of everything they write.

Key learning areas covered include: • How to pre-plan your writing, before you hit the keyboard, to ensure it flows in a clear, logical manner • How to grab and keep a reader’s interest early on when writing • Using practical tools to focus a reader’s attention • Organising your ideas and conclusions coherently and logically to build up your point • Avoiding ambiguity by implementing some proven tools and techniques to check for clarity • How to avoid some common punctuation errors and mistakes that a spellcheck won’t spot • Accurately summarising complicated documents and concepts

2 Days JHB – 6 - 7 March 2014 DBN – 18 - 19 June 2014 CT – 21 - 22 May 2014

Practical Business & Technical Report Writing

Planning a Successful Employee Induction Programme

Price: R4, 950 plus Vat R693 = R5, 643

Price: R2, 950 plus Vat R413 = R3, 363

The point of producing a report is not to simply sit behind your PC and regurgitate reams of information and statistical data. A report is supposed to be a tool that decision makers can use to make informed operational and strategic decisions. It should be clear, accurate, structured, readable and above all else, useful!

Employees are an organisation’s most valuable resource. We’ve heard this before and spend large amounts of time and money finding just the right person to join the company. With all this effort, why is it then that many new employees end up changing jobs in the first 8 months?

Report writing is a skill that needs to be learnt and practiced. In order to write a report that will actually be used, you need to fine-tune some key competencies.

This 2 day course will introduce you to the optimum technical and business report structure, how to incorporate technical data in a user-friendly manner, how to limit ambiguity and finally produce a report that decision makers can not only trust, but actively use to drive key business decisions.

Key learning areas covered include: • Understanding the true purpose and key principles of effective report writing • Organising and structuring a report logically and presenting different types of information appropriately • Planning and organising your report to ensure it is logical and sequential • Overcoming writers block and structuring your writing coherently • Adopting fool-proof editing, proof-reading and checking disciplines to ensure your report is flawless • Applying a readability index to ensure your report aligns with your original purpose and intent and will be easily read by your intended audience • Perfecting your report and applying winning final touches!

1 Day JHB – 5 May 2014

Price: R2, 950 plus Vat R413 = R3, 363 & Price: R1, 950 plus Vat R273 = R2, 223

Managing a successful project is not as difficult as many people believe. It is a defined process that requires a number of carefully controlled steps to be followed, and if they are, project success usually follows. It is sensible therefore to give yourself the best chance of success by applying some proven project management techniques.

JHB – 24 January 2014 JHB – 19 May 2014 DBN – 6 May 2014 CT – 17 March 2014

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Key learning areas covered include: • Discovering the benefits to your organisation of an effective induction programme including: reduced start-up costs, employee turnover and time wastage • Defining the goal that you want to achieve with your induction programme • Deciding on the main elements of the induction programme • Setting up a practical, effective time frame for the induction programme, and ensuring all stakeholders are involved at minimum disruption to daily activities • Implementing on-going support such as a “Buddy” system or regular reviews with the manager to guide performance and behaviour • Reviewing the effectiveness of your induction programme and “tweaking” it where necessary

Practical South African Labour Law & Preparing to Defend a Claim at the CCMA

Price: R2, 950 plus Vat R413 = R3, 363 Key learning areas covered include: • Discovering tried &tested planning methodologies to ensure project success, every time • Managing the different stages of the project life cycle by breaking the project into different phases and ascertaining what needs to be done in each phase • Identifying where things can go wrong or cause delays This course has been designed for new or nonby developing a critical path professional project managers and covers the • Understanding the basic workings of MS Project and practical application of basic concepts of effective how it can simplify the project management process project management and can be applied to a wide • Avoiding overspends by managing, monitoring & range of projects. controlling costs using project budgeting techniques Don’t rely on “luck’ to complete your project – attend • Avoiding and controlling project “Scope Creep”, this 1 day programme and gain the framework and ensuring that your project achieves its original objective structure that successful project managers have been • Learning to “think on your feet” when things beyond depending on for years to bring their project to a your control interfere with your project successful conclusion!

• Establishing who your project stakeholders are

Many organisations are so busy with operational imperatives that new employees are given a cursory introduction to staff and systems, supplied with stationary and forms to complete, shown where the bathrooms are and then left to their own devices. This often results in the new-comer feeling overwhelmed (or worse underwhelmed!), bored or even feeling that they have chosen the wrong job!

This 1 day workshop will help to reduce unnecessary staff turnover by showing you how to give your new employees the best start they can get with your organisation.

Introduction to Project Management for Non-Project Managers

1 Day

Key learning areas covered include: • Unpacking your key responsibilities to: management, staff, your department & to the organisation as a whole • Becoming accountable and responsible for cost reductions • Linking change to the strategic needs of the organisation to minimise employee dissatisfaction Driven by more stringent employment laws, & resistance improved working conditions and severe economic • Offering strategic support to management in key challenges, these changes have forced HR personnel areas, from: hiring & employee assistance professionals across all industries to re-evaluate programs to efficient employee complaint handling & their position, and offer a strategic value added, problem solving measurable service to their organisations.

• Discovering your role in talent management and how it is linked to business strategy and This practical 2 day course will provide those new organisational success to the HR profession and existing HR professionals • Implementing a system of HR Metrics to measure the with a fresh look at the challenges and responsibilities viability and value added to the organisation for all HR facing HR professionals in business in South programmes and processes Africa today.

• Your role in establishing an organisational climate that drives employee competency and commitment The role of Human Resource professionals has been steadily evolving for many years. Moving from the outdated “personnel” department to “human resources” has helped companies to shift how they view the human element of running a business

Human Resources Courses

Poorly written communication can be a source of constant irritation. No one wants bad writing of ANY kind to go out of their department as it leads to confusion and misunderstandings. Unfortunately, great speaking skills do not necessarily mean good writing skills.

1 Day & ½ Day JHB – 18 - 19 March 2014

SPECIAL OFFER Attend both Labour Law & CCMA for R4, 100 plus vat R574 = R4, 674

South African labour law is incredibly detailed and is Key learning areas covered include: • Outlining the rights all employees have and how they enforced rigorously. When dealing with staff, simply doing what you have always done or following can be easily and unconsciously infringed others’ advice may land you in very hot water indeed! • Examining the legal “do’s and don’ts” when interviewing, reference checking and hiring new employees This intensive one day course with a South African • Understanding the procedures to follow when dismissing legal specialist will provide you with the most an employee who is incompetent or underperforming essential information that you need to keep in mind • Understanding policy implementation procedures such when hiring, managing, disciplining, dismissing or as company smoking and alcohol policy retrenching staff. Attend this intensive 1 day course • Defining the forms of harassment & discrimination & how and discover a wealth of legal & practical staff you as a company must handle complaints management guidelines.

• Looking at written or verbal warnings and when and how An additional, optional half day workshop on these should be issued • Understanding your rights & obligations if you are preparing for the CCMA will give you invaluable information on what to expect and prepare when summoned for a hearing at the CCMA • Key time provisions in terms of when the CCMA can hear you have to go to the CCMA, ensuring that you are not caught unawares, and have all the a case, and when a case is no longer valid • Understanding the process of a CCMA hearing and information you need to defend your organisation’s position successfully. current trends in CCMA rulings

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Submitting Winning Tenders

An Introduction to Finance for Non-Financial Managers

Price: R2, 950 plus Vat R413 = R3, 363

1 Day

Specialist Courses

JHB – 14 March 2014 JHB – 15 April 2014 JHB – 18 June 2014 DBN – 24 April 2014 CT – 19 February 2014

*Bring a calculator

There are many expert techniques that can be used to give your bid the extra edge when its evaluated. For example, are you aware that some suppliers never award to the cheapest bid? Have you tried implementing a value-for-money policy with purchasers to ensure you become a preferred supplier? Are you aware of the simple amendments you can make to your tenders that will instantly set you apart from your competitors?

This practical 1 day course lead by a sought-after procurement, supply chain and tendering specialist, will provide vital information and practical guidelines for completing and submitting any tender, in a way that gives you the best chance to outbid your competitors and win new contracts.

Key learning areas covered include: • Real guidelines on what and how you must complete the tender documents • Be responsive to the tender eligibility and understand what makes your tender non-responsive • Critical information available at briefing sessions – the importance of sending qualified personnel • Become familiar with the revised BBBEE Recognitions levels and amended generic scorecard and the impact it will have on your tender • Ensuring your organisation benefits in terms of preference points by being BBBEE compliant • “Non-Priced” criteria that may be the difference between winning or losing the tender • Practical examples of the many risks involved when tendering for big business / government tenders • Understand the rules of “Post-Bid” negotiation and “Post-Bid” submissions & making these work for you

The current economy means that organisations have to scrutinise where money is being spent and where they are making money. As a result, managers have to submit and work to tighter budgets, reduce costs, minimise expenditure, and come up with ideas for improving profits.

1 Day JHB – 21 January 2014 JHB – 13 March 2014 DBN – 11 March 2014 CT – 12 March 2014

Client Skills for the Audit Team Key learning areas covered include: • The role of the audit team member in building and maintaining strong client relationships while on an audit • Sophisticated first impression skills to ensure the best possible start to the audit team’s relationship with the client’s staff • Professional communication skills to ensure clients are not inadvertently upset by something either said or done during their audit questioning However, if the audit team is given some fundamental • People influencing and management skills that will people management tools and emotional intelligence result in the staff at the client not only cooperating, but JHB – 12 - 13 February 2014 techniques they can rapidly become seen as part genuinely being happy to help JHB – 9 - 10 June 2014 of the team helping the company. The entire audit • Methods of projecting confidence and assertiveness can then take place in an atmosphere of helpfulness to help to be taken “more seriously” when asking for and good humour, which ultimately is much more information during the audit process pleasant for ALL the parties involved.

• Proven conflict management skills that a successful audit team can use to overcome any obstructive

2 Days

Price: R4, 950 plus Vat R693 = R5, 643 In many organisations, operational managers are being made more financially responsible for their own departments or areas. To do this effectively, they need to not only be able to read financial statements, but also to analyse them effectively and make sound, financially based business decisions within their area of responsibility.

This highly intensive 2 day course goes into financial JHB – 13 - 14 February 2014 statements in much more detail than our one-day seminar, as each element is explained using case JHB – 15 - 16 May 2014 studies and exercises aimed at providing delegates DBN – 17 - 18 February 2014 with a sound base of practical financial knowledge DBN – 13 - 14 May 2014 that is necessary to function optimally in their roles.

2 Days

CT – 12 - 13 February 2014 CT – 19 - 20 May 2014

Price: R6, 950 plus Vat R973 = R7, 923

2 Days JHB – 2 - 3 April 2014 JHB – 23 - 24 June 2014 DBN – 7 - 8 May 2014 CT – 4 - 5 June 2014

*Bring a calculator

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Key learning areas covered include: • An in-depth look into common balance sheet complexities • Drawing conclusions from company and group income statements & relating these to current & future performance • Interpreting cash flow data & predicting its future impact • Conducting simple and more complex financial trend By becoming confident in your ability to accurately analysis to project your organisation’s future analyse and interpret your organisation’s financial financial health performance, including ratios, trends and • Looking at the Balanced Scorecard approach to comparisons , you will be able to quickly identify performance management as a way of controlling and problems and take advantage of opportunities. understanding your business performance • Managing your capital expenditure options wisely by making sound financial investment choices This intensive course will be case study and exercise • Developing and aligning individual and consolidated driven to ensure that every concept, from shareholder budgets to your organisation’s strategic intent value analysis to calculating project risk, is completely and forecasts understood and entrenched by the time you return to • Assessing the benefits that Value Based Management & the office.

Shareholder Added Value can deliver to your organisation This executive 2 day programme has been designed for senior mangers and directors who would like to expand their financial analyses capabilities and ground their executive decision making processes in sound financial evaluation and insight.

Price: R4, 950 plus Vat R693 = R5, 643 Key learning areas covered include: • Using purchasing and supply chain management to add value to your business and its bottom line • Formulating the framework of an effective purchasing and supply chain management system • Implementing leading purchasing practices including consignment stock, contracts and single sourcing, outsourcing and benchmarking • Considering all aspects needed for the successful implementation of a sustainable BEE Procurement Policy • Applying the latest thinking with regards to managing supplier relationships • The legal impacts of purchasing and use these insights to draft suitable supplier agreements • Appropriate policies for dealing with: purchasing fraud, confidentiality, fair trade practices, and gratuities • Investigate strategies for developing global procurement as an alternative source of supply

Key learning areas covered include: • Comprehensive introduction to financial terms, accounting methods and the jargon and language of accounting • Understanding Balance Sheets, Income and other Financial Statements and learning to draw conclusions, identify trends and highlight problems • Becoming familiar with the make-up of Costs and Costings, allowing a better level of control over them • Analysing the effect of Pricing on Profitability and looking into the effects of Pricing Strategies • Reading and understanding Cashflow Statements, and the importance of Working Capital on the success of a business • Discovering how to Prepare, Manage and Monitor Accurate Budgets and Forecasts • Using your increased financial knowledge to improve the quality of your business decisions

Finance for Directors and Senior Managers

Professional Purchasing and Supply Chain Management Skills & Practices In recent times the purchasing function has come under scrutiny. Organisations are evaluating whether their purchasing and supply chain management processes really “add value” to the company. More proactive companies are recognising that the supply function plays a role that is becoming of vital importance to the company’s success.

This intensive course has been designed to provide those responsible for doing purchasing for their companies with a set of principles that will significantly help in the formation of effective purchasing practices and methods to help deal with on-going change and new methodologies and technologies.

This 1 day seminar will introduce managers the language of finance & accounts and allow them to apply this knowledge to reading and understanding financial reports, creating better budgets, setting financial goals and monitoring their department’s financial performance.

Working with Finance, Accounts and Budgets for Non-Financial Managers

Price: R3, 250 plus Vat R455 = R3, 705 Many organisations dread being audited. It is an administration-intensive exercise that many owners and managers begrudge – however necessary.

Often Audit Clerks and team members make the problem worse by appearing unapproachable, aloof or downright “scary” – which can lead to audit clerks dealing with uncooperative or even worse nervous employees.

Most managers are promoted through skills in their own field – which unfortunately may not have included much financial exposure.

Key learning areas covered include: • Gaining a better understanding of financial principles and terminology • Being able to read and understand financial reports and what they are telling you about your business or division • Identifying how to spot cost trends and overspending so that these can be focussed on and controlled • Calculating the estimated profit that will be added by a Sale, Promotion, Marketing Plan or Divisional Initiative.

• Conducting your own Break Even Analysis to be able to set your own targets and budgets • Understand the actual effect of discounts and price increases • Using an easy to use framework to prepare your budgets, and justify them so that they are quickly approved • Implement budgetary control systems such as variance reports and future projections to highlight budget problems as early as possible

Finance for Non-Financial Courses

Bidding for tenders is a tough game but well worth playing! To ensure success you need to create tenders that are competitive, complete and compelling.

Price: R2, 950 plus Vat R413 = R3, 363

2 Days JHB – 25 - 26 March 2014 JHB – 25 - 26 June 2014 CT – 23 - 24 June 2014

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Powerful Telephone Debt Collecting Techniques

Price: R4, 950 plus Vat R693 = R5, 643

Price: R2, 950 plus Vat R413 = R3, 363

Managing a project is a technical task, and can best be achieved through the use of “best practice” Project Management techniques. This intensive 2 day course will cover the core proven Project Management Principles and how to apply them intelligently to run a efficient project that completes on time and on budget.

2 Days

The course leader, an experienced Project Manager, will demonstrate, in a highly practical and hands-on manner, how to apply major Project Management skills to ANY project in business.

JHB – 24 - 25 February 2014 This will help delegates to gain a better sense of JHB – 3 - 4 June 2014

control over their activities, set clear objectives and assist with becoming more proactive in solving problems before they become an issue.

Key learning areas covered include: • The elements of successful project management and structuring a project with realistic goals & milestones • A step-by-step approach to project planning, using project scheduling techniques • Working effectively with the resources and team you have available, including identifying their roles and responsibilities and allocating tasks & deadlines • Implementing a system of checks and controls to help you keep “on-top” of your project, and provide early warnings of problems or delays • Managing, monitoring and motivating a project team, and how management skills in a project environment need to differ from traditional line management • Managing your risk during the project, and identifying high risk tasks &preparing contingency plans • Managing the project through its life cycle, including monitoring budgets and deadlines, to ensure successfully project completion, on target and on time

JHB – 3 - 4 March 2014

1 Day JHB – 19 February 2014 JHB – 12 May 2014 DBN – 13 February 2014 DBN – 10 June 2014 CT – 14 March 2014

Price: R4, 950 plus Vat R693 = R5, 643

Price: R2, 950 plus Vat R413 = R3, 363

HOWEVER – if used incorrectly MS Project can actually become an incredible time waster essentially making a project manager’s job more difficult, not easier.

This 2 day “Hands-On” course will practically demonstrate, using a step-by-step approach, how to efficiently set up any project in MS Project.

Delegates will learn to automate many routine tasks, organise and track resources and generate a range of status reports to monitor the project through its life-cycle, helping to keep the project on time and within budget.

Key learning areas covered include: • Quickly and accurately setting up a Project in the MS Project environment, ensuring it is correct and reflects the exact needs and specific scope of your project • Preparing a comprehensive Task Schedule to define essential activities and milestones that will provide time frames for when each activity needs to be completed • Establishing your project’s “Critical Path”, allowing you to constantly monitor and re-assign resources to vital tasks which could otherwise delay the entire project • Using customised, graphically illustrated reports drawn from MS Project as vital communication tools to ensure all team members are kept up to date • Monitoring, controlling and tracking the progress of the project, stage by stage, by comparing Baseline Estimates with Actual Costs • Making the most of the “shortcuts” MS Project has to offer, saving you valuable time while improving the overall structure and management of your project

This practical, case study driven, 1-day training course with an industry expert that will provide delegates with the key competencies they need to significantly improve their collections performance.

1 Day JHB – 27 January 2014 JHB – 18 June 2014 CT – 9 April 2014

Many companies today are running projects ranging from massive construction projects to small but vital business projects. Regardless of the size they all have one thing in common – the importance of getting everything done correctly and within strict deadlines and budget.

An effective Project Assistant can take a significant load off their project manager on any project. To do this, they need to understand project terminology, the critical paths that need to be monitored and the dynamics within a project team. They need to have a super-efficient system in place for monitoring project deadlines, keeping their admin up to date and preparing project meetings for maximum effectiveness.

This 2 day training course will give delegates the knowledge and tools to become an invaluable part of the project team.

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Key learning areas covered include: • Understanding Project Principles & priorities and what can be delegated to a good project assistant • Recognising where the Project Assistant fits into the project team and adds value to the Project Manager • Dealing with Project team members, facilitating communication, defusing conflict and assisting in reducing team members’ stress • Ensuring you are taken seriously by team members and managing conflicting demands on your time • Setting up a good system for monitoring project deadlines and keeping on top of your admin • Scheduling project meetings, collating agendas and sending out clear action minutes

The collections area is an on-going challenge.

To keep on top of the game and to keep your collections strategies “fresh” and productive, you need to continually update and refresh your knowledge.

This 1 day course will give more experienced collectors an objective view of their work, and give them a much needed refresher, providing insight into how other companies are successfully increasing their collections.

Key learning areas covered include: • Understanding the developing role of Receivables in the total business process • Working within your company’s credit policy and how to make it work with you • Using proactive collection planning and debtor prioritisation to drive collections success • Collecting particularly difficult debt using proven negotiation and conflict resolution techniques • Setting collection targets & tracking performance • Implementing “Innovative” collection timing strategies to ensure your debt is paid first • Red Flags and Danger signs that point to a criminal debtor or a company that may not be able to meet their obligations

The Latest Legal Aspects of Collecting Debt

Price: R4, 150 plus Vat R581 = R4, 731

JHB – 7 - 8 April 2014

By implementing new strategies, techniques and systems, the debtor team can maximise collections, and even turn around slow or delinquent debtors.

This intensive 1 day course with a collections specialist will teach the latest strategies to achieve collections targets while maintaining a good future relationship the customer.

Advanced Debt Collection Tactics & Strategies

The Effective Project Assistant

2 Days

Collecting debt over the telephone can be, at best, hugely frustrating. Debtors cut you off, ignore your calls or become angry and abusive. The role of collector is a difficult one - but if successful, it can be a very rewarding one.

Key learning areas covered include: • Polite, successful ways to approach the subject of receiving payment • Handling the most common non-payment excuses • Making that first contact - developing rapport • Identifying the type of person you are dealing with and using different approaches to different types of people • Climbing the proven collections “Ladder of Success” • Collections techniques that have been specifically developed to use over the telephone • Knowing what you can and can’t say during a collections call under the latest legislation • Key techniques for defusing negative emotion • Creative methods of securing overdue payments

Managing Projects with MS Project The MS Project Program is one of the best Project Management Support tools that allows Project Managers to prioritise, monitor and control a complex project.

2 Days

In any business, the timeous settlement of debt has an immense impact on cashflow and is critical to business success. It is surprising therefore that the team tasked with collecting debt often does so without the benefit of formal training on “collection best practices”.

Credit and Debt Courses

Project Management Courses

Practical Project Management

Price: R2, 950 plus Vat R413 = R3, 363 The legal framework that today’s credit departments have to work under has, in many cases, made collecting money more difficult for companies. Many corporate debtors are using these changes to avoid or delay their financial payment obligations.

1 Day JHB – 11 March 2014

This intensive 1 day course, with a legal debt expert, will cover the key legal aspects and legal process of collecting debt from drafting a sound credit application to preparing for debt enforcement and possible litigation. Issues such as fees, interest and other charges, debt enforcement in courts, dealing with liquidators or outsourcing difficult collections will also be comprehensively addressed.

You will cover issues arising from the New Companies Act, National Credit Act, Consumer Protection Act and the Protection of Private Information Act (POPI).

Key learning areas covered include: • Reviewing the current status of legislation and legal process of collecting debt • Easy ways to strengthen your legal position using your credit application and sales agreement • Key compliance issues as a controller when making a collections call.

• Investigating various options for securing your debt • Identifying the several methods and loopholes unscrupulous debtors are currently utilising • Discovering when and how to implement legal proceedings, what to expect from your legal team • Your rights in relation to insolvency and liquidations • Looking into “Business Rescue” (Chapter 6) and how this impacts your collection efforts - and how it may not have to

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Expanding Your Sales in Africa with Dave Hendrie

Inside the National Credit Act

Price: R3, 250 plus Vat R455 = R3, 705

The National Credit Act, impacts severely all on credit providers, specifically how credit is extended, administered, reported on and controlled in SA.

1 Day

Financial Courses

JHB – 8 April 2014

Since inception, precedent-setting judgments have impacted the credit industry and the way in which the NCA is interpreted. This 1 day workshop will give you an in depth view of this complex Act. You will discover how the Act is currently being enforced, ensuring that you have all the information to comply in 2014!

Arno Bosch, this workshop’s facilitator, is arguably the forleading authority on the NCA in this country.

Until November 2012, Arno headed up investigations and legal opinion at the National Credit Regulator.

He is a practising attorney and offers delegates previously unknown information on the NCA, up to the minute changes that currently affect you and will

Key learning areas covered include: • Understanding why the NCA is a particularly difficult piece of legislation for South African business to comply with • Assessing the key differences between the NCA of 2006 and the NCA of 2014 • Key sections of the act that provide credit providers with the greatest challenges • Case law that will directly affect the way you extend credit and collect debt • The vital importance of understanding the business application of the NCA – not simply understanding the legislation • Guidelines on how to continue to operate successfully within the confines of the act

The decision to expand cross borders is a significant one. Expanding into Africa will not bring overnight payback. You need to be in it for the long haul. While the regulations and business rules differ from country to country, there are some inalienable truths that you need to learn – and stick to.

1 Day JHB – 13 March 2014

If you are currently considering Africa as a growth option, then this course is definitely for you.

Corporate Governance Update 2014 with Prof. Mervyn King

The Effective Accounts Assistant Price: R4, 150 plus Vat R581 = R4, 731

2 Days JHB – 22 - 23 January 2014 JHB – 15 - 16 April 2014 DBN – 12 - 13 March 2014 CT – 8 - 9 May 2014

The financial department is the heart of any business.

In order for an organisation to remain healthy, this department needs to function effectively. A key member of this department is the Accounts Assistant. It is their job to provide administrative support and base data to their managers, enabling them to spend more time using that data to make informed and sometimes complex decisions.

This intensive 2 day programme will provide Accounts Assistants with a range of tools that will enable them to add massive value to their departments as they become more and more responsible, independent, precise, and business minded.

Key learning areas covered include: • Learning proven, easy to implement techniques to increase accuracy and cut down extra work • Helping to spot fraudulent / invalid invoices by knowing what ‘red flags’ to look out for • Decreasing wasted time by implementing a proven step-by-step approach for dealing with bank reconciliations, debtors or creditors • Providing “Smart Support” by keeping the objectives of your manager in mind when preparing information • Adding value by learning how to solve first line problems and dealing confidently with routine queries in your manager’s absence

Price: R4, 250 plus Vat R595 = R4, 845 Professor Mervyn King is the undisputed Father of Corporate Governance worldwide, the Author of the three King Reports, the Chairman of the Global Reporting Initiative and the Chairman of the United Nations Committee on Governance.

1 Day JHB – 23 May 2014

Using Excel for Financial Managers

2 Days JHB – 10 - 11 February 2014 JHB – 13 - 14 May 2014 DBN – 20 - 21 February 2014 CT – 18 - 19 February 2014 CT – 12 - 13 June 2014

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The course focuses on the practical financial applications of MS Excel, and even the most advanced Excel user will be amazed at the extra functionality that they will get out of Excel with the least additional effort.

NOTE: At least 3 years experience in the financial function and working with Excel is a pre-requisite for this course.

Key learning areas covered include: • Set up Excel databases and create pivot tables to effectively use the same data for different purposes • Develop projection and trend analysis spreadsheets to assist with management decision making and managing external factor risk • Import data directly from a range of other applications, making a wider range of data and information available for use and analysis • Set up profit and cost variations, sensitivity and margin analysis spreadsheets to help highlight problem areas before they occur • Create complex spreadsheets to reliably estimate ROI, cash flow and liquidity into the future, to assist in investment decision making • Utilise simple macros and advanced functions to manipulate data and automate the production of a range of management reports and charts

Passionate about making a difference, Professor King’s contributions to business have changed the corporate landscape indelibly. He regularly consults internationally to organisations, governments and chambers of business on issues of Corporate Governance, and Integrated reporting and thinking.

Prof King will discuss the current and future direction of Corporate Governance in South Africa, the latest developments in implementing sound governance practices and everything directors need to know to ensure good Corporate Governance in the business.

Key learning areas covered include: • A practical framework for implementing successful Governance in South Africa today • Understanding the actual application of the “Apply or Explain” governance framework • Directors duties, classifications and accountability • Changes in international Governance trends that are effecting South African companies • Current issues that are still arising from the practical application of key principles of King III • Governance, strategy & sustainability interlinked • IT Governance - Specific risks to be targeted • Infrastructure & reporting implications • Interactive question and answer session

The Ultimate Personal Assistant with Adam Fidler

Price: R 7, 350 plus Vat R 1, 029 = R 8, 379 MS Excel is used in many financial departments, but most people only use a fraction of the many ways that Excel can be used to perform complex financial analysis.

This intensive course has been developed by an experienced Financial Manager and Consultant, to introduce financial people to advanced ways that Excel can be used as a support tool for the financial function.

Dave Hendrie has 42 years of business experience with multinationals SAB, GlaxoSmithKline, KimberlyClark and Simba-Pepsico. He has held main board directorship positions for 24 years and had profit and sales management responsibility for for 33 countries in Africa. These countries covered the sub-Saharan landscape from the African East to West coasts.

Through trial and error, Dave and his team discovered how to overcome the numerous challenges involved in building supply chains and growing markets in Africa.

Key learning areas covered include: • What no-one tells you about Africa – assessing buy-in, value conflicts, registration costs • Where to go in Africa – identify “early wins”, supply chain considerations & contingency plans • The Africa Business Plan – what are your options to develop a local market for your product?

• Getting hold of critical data – where do you find reliable, accurate data you can trust?

• Does your offering suit the selected market? – what are you going with & why it may not work • Regulatory issues – a synopsis of the various regulations you must be aware of • Sales support on the ground – experience on managing the team from afar • Internal export systems – is your organisation prepared for issues around invoicing, credit control, monetary regulations, FOREX and supply planning requirements?

Guru Events

Price: R2, 950 plus Vat R413 = R3, 363

Price: R4, 950 plus Vat R693 = R5, 643

2 Days JHB – 20 - 21 February 2014 DBN – 27 - 28 February 2014 CT – 24 - 25 February 2014

Adam Fidler is one of Europe’s most experienced Key learning areas covered include: Board-Level Personal Assistants and is the PR Officer • What the core role of a PA/ MA should be for EUMA -The “European Management Assistants perfectionism versus pragmatism • Keeping everyone organised under pressure Association”. advanced diary management Adam has developed a 2 day “Masterclass” which is • The PA as a manager – making the step up and delivered to secretaries and PAs Internationally. taking more responsibility • Changing others’ perceptions of the role – visibility, This course takes PAs and senior secretaries, who want to be the best in their field, to the top of the status and profile tree in terms of delivering the highest level of support • Executive behaviour for PA’s - managing your to Senior Managers, Directors, CEO’s and Chairmen. emotions at work • IT versus paper systems – making IT work for you CBM Training is delighted to announce that this • Recognising the PA as a “total” meeting manager course is now licensed to us, has been adapted to • Discovering advanced boss management South Africa & is delivered by top SA trainers.

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Business Writing for Secretaries

Key Skills for Effective Secretaries The Secretary’s role in business today is extremely complex, with secretaries now asked to do far more for their managers and departments. Schools and secretarial colleges do not fully prepare a secretary for the challenges of succeeding in business today.

1 Day JHB – 12 February 2014

Secretarial Courses

JHB – 17 June 2014 PTA – 11 April 2014 DBN – 18 March 2014 CT – 5 February 2014

This practical 1 day seminar has been carefully researched to provide secretaries with practical solutions to everyday problems. Issues that we have identified include running out of time, allowing filing to get out of hand, working under intense pressure and ways to improve your writing.

Many of the ideas you hear will significantly improve your daily work, helping you to do better in your role & be more productive for the company.

This is a “Must Attend” course for any secretary in South Africa today.

Key learning areas covered include: • Ways to interact and communicate professionally with managers, directors, staff and customers, even in stressful situations • Professional diary management to organise both your and your boss’s day and workload • Using a logical, easy-to-maintain filing system, so you can find what you need, when you need it!

• Arranging meetings, making sure everyone arrives and sending out action minutes afterwards • Writing professional and to-the-point emails that convey your message clearly and concisely • Proven stress and time management techniques to help you to remain calm and focused during pressure times • Ways to manage difficult people and everyday interruptions that can prevent you from getting your work done • Looking the part – key image tips look professional

As a professional secretary, you are the gatekeeper of communication both to and from your manager.

It is your responsibility to ensure that all written communication being sent out sets the right tone, is professional and above all – is totally flawless.

2 Days JHB – 6 - 7 February 2014 JHB – 5 - 6 June 2014 CT – 5 - 6 June 2014

Mastering Excel for the Office Professional

Telephone Etiquette & Frontline Reception Skills

Price: R4, 150 plus Vat R581 = R4, 731

Price: R2, 350 plus Vat R329 = R2, 679

1 Day JHB – 17 January 2014 JHB – 13 March 2014 JHB – 14 May 2014 PTA – 18 February 2014 PTA – 25 June 2014 DBN – 11 February 2014 DBN – 5 June 2014 CT – 11 March 2014

Not everyone is born with a perfect speaking manner, Key learning areas covered include: • Creating the best first Impression! pitch or tone, but these are skills that can be easily • Developing a professional telephone voice by using acquired with the right training. a simple 5 step process A friendly and professional Receptionist can • Analysing your current telephone style to identify and immediately create an impression in the caller’s eliminate any habits that may irritate or annoy callers mind of an efficient, customer service oriented and • Learning how to turn a negative situation or response professional company. into an extremely positive experience • Delivering great customer service over the telephone This essential 1 day Telephone Etiquette workshop, which also addresses image, dress and deportment, that will set your company apart from the rest • Handling multiple calls and dealing with impatient is the perfect training tool for those companies who value their corporate image, and recognise that people without becoming stressed or rude • Understanding common “Telephone Tyrants” and a future client or customer’s first impression of a company starts with the Receptionist or person who how to deal with them quickly and professionally • Applying some practical tips that really help when answers the telephone. putting callers on hold or screening calls • Ending your conversations with courtesy and with professionalism

CBM Training has developed this hands-on training course to provide office professionals with a way to refine their spreadsheet skills and get the most out of MS Excel. This allows them to quickly and efficiently create and automate spreadsheets – which in turn, provides key information for themselves and their managers.

2 Days JHB – 5 - 6 March 2014 JHB – 23 - 24 June 2014 DBN – 8 - 9 April 2014 CT – 6 - 7 May 2014

A Secretary’s Guide to Arranging Meetings, Taking Notes & Producing Minutes

1 Day JHB – 19 March 2014 DBN – 19 February 2014 CT – 14 April 2014

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This intensive 1 day course will demonstrate the best way to arrange a meeting, from making physical arrangements and preparing the agenda, to confirming attendees and moving in late-comers.

You will undertake practical exercises on taking comprehensive notes in the meeting and discuss techniques for turning these notes into clear, concise and accurate minutes that clearly identify actions and responsibilities.

Key learning areas covered include: • Understanding various types of meetings and the roles and objectives of the people who attend them • Differentiating between your activities at a formal vs. an informal meeting • A checklist of the key things to arrange before, during and after a meeting • Appreciating the objectives of the “Notice of a Meeting”, writing an effective Notice and outline and a guidelines for distributing Notices of Meetings • Understanding how to prepare a meeting agenda and guidelines for compiling & distributing effective agendas • Practicing the preparation of various types of minutes and effective minute taking skills, • Displaying more advanced minute taking skills using an unstructured role-play exercise • Understanding the most commonly used meeting terminology and jargon

Eliminate wasted time and frustration by taking your MS Excel expertise to a new level!

This 2 day course will show, step-by-step, how to format spreadsheets, sort data, insert tables and design macro’s and much more - all of which will save you time while increasing the quality and usability of the information you are preparing.

Key learning areas covered include: • Getting to grips with the latest tips and techniques to upgrade and refine your Excel skills • Becoming a whiz with Auto-filling, Auto-summing and other time saving functions to increase efficiency • Using and manipulating Excel functions to your advantage, cutting out unnecessary stress & confusion • Setting up your own Shortcuts and learn how to create multiple linked Auto-updating worksheets to make your office day simpler and more structured than ever • Using Advanced Power Tools to manipulate data more accurately at a quicker pace • Understanding the ins and outs of Sorting, Subtotaling, Pivot tables and Filtering • Interlinking your data with Word, PowerPoint and other applications to speed up and share data without re-typing Unlocking the secret to successful reporting using Macros that utilise your time effectively • Complimenting by drawing up charts and graphs with creative flair and professionalism

Practical PowerPoint for the Office Professional Price: R4, 150 plus Vat R581 = R4, 731

Price: R2, 650 plus Vat R371 = R3, 021 Executive-level secretaries are expected to fulfil multiple responsibilities, including the administration surrounding meetings. Due to the public nature of meetings, a secretary’s role surrounding meetings is placed under the spotlight - one where criticism or compliments can abound.

“Put it before them briefly so they will read it, clearly so they will appreciate it, picturesquely so they will remember it, and, above all, accurately so they will be guided by its light.” Joseph Pulitzer

This 2 day course will help improve the quality of every single business document that you produce, ensuring you generate writing that is clear, concise, powerful, correct and always of the highest standard.

Key learning areas covered include: • Keys to keeping your writing simple, professional and readable • Recommendations for enhancing the readability of your boss’s documents • Clear, essential rules to follow in all your email communication • Mind mapping tools to use when starting a document from scratch • Easy to remember formats for different types of correspondence • Using punctuation to increase the clarity of your message • Creative methods for catching and keeping your reader’s attention • Suggestions on how to best incorporate graphs & tables into technical reports • Ways to avoid common writing mistakes that make you look less professional • Using a “fog index” to check the clarity of your writing

Secretarial Courses

Price: R4, 150 plus Vat R581 = R4, 731

Price: R2, 350 plus Vat R329 = R2, 679

MS PowerPoint is an extremely powerful package, but most people just scratch the surface of what it can do.

2 Days JHB – 22 - 23 April 2014 PTA – 25 - 26 March 2014 DBN – 22 - 23 May 2014 CT – 19 - 20 June 2014

Add value to your manager by learning how to take the basic information for a presentation, and turn this into an eye-catching, dynamic PowerPoint slide show that will actively work to compliment the your manager’s presentation.

This 2 day master-class will teach you how to produce a powerful presentation, alive with colour and images. This course will demonstrate step-bystep how to create presentations from start to finish including the setting up of charts, slides, graphs and effects using advanced features all the way through to producing attractive hand-outs for the speaker.

Key learning areas covered include: • Transforming an average presentation into a winner!

• Getting more done using basic to advanced PowerPoint features to customise your presentation • Creating a visual impact by inserting graphs, images, tables and figures to compliment the facts • Grabbing the attention of your audience by adding special effects that create an impression that lasts • Personalizing your presentation by honing in on your creative skills using the drawing tools • Controlling the layout of your presentations by knowing how to apply various structural templates • Saving time by using customised shortcuts and toolbars • Maintaining the consistency of your presentation by understanding its key elements and how they interlink with other MS Office applications • Stimulating interest by starting with a “presentation hook” • Attracting attention with sound, images and animation

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PACSA 2014 - Sun City

Event Management for Office Professionals Price: R2, 350 plus Vat R329 = R2, 679

Residential Secretaries and PAs Conference

1 Day

Secretarial Courses

JHB – 26 February 2014 JHB – 27 May 2014 DBN – 25 March 2014 CT – 26 March 2014

The Professional Office Manager Price: R4, 950 plus Vat R693 = R5, 643 Taking on the role of Office Manager is not for the faint hearted! The professional Office Manager needs to effortlessly combine a diverse range of responsibilities ensuring that office processes and activities are efficiently and smoothly managed.

2 Days JHB – 14 - 15 April 2014 DBN – 25 - 26 June 2014 CT – 23 - 24 April 2014

This practical 2 day training course will deliver “musthave “ information necessary for optimising both your administration and people management skills. The course combines personal development training with some practical techniques for making an office more efficient, reducing costs, keeping suppliers on time and on budget and handling everyday problems that, if not well dealt with, can lead to frustration from all your co-workers.

It is essential that you get professionally equipped with the tools you need to succeed!

Key learning areas covered include: • Securing the best value for money by learning how to source quality suppliers, negotiate fees and enter into Performance Contracts/ Service Level Agreements • Contributing to the financial efficiency of your company by learning how to run a lean, cost-effective office • Writing clear office policies & procedures so that co-workers avoid making time consuming & costly mistakes • Making a smooth transition from Administrator to Office Manager and excelling in your position by understanding what your company requires of you • Minimising misunderstandings and unproductive behaviour by learning how to communicate clearly with staff, colleagues and superiors • Developing a good relationship with your staff and co-workers, enabling you to influence and motivate them to achieve your objectives

Price: R9 450 plus Vat R1 323 = R10 773

Venue: Sun City Date: 26 - 28 October 2014

Please Note:

This is a residential event. Travel packages (including flights and transport to and from Sun City) are available – call us to find out more!

2 Days JHB – 27 - 28 March 2014 JHB – 11 - 12 June 2014 PTA – 22 - 23 May 2014 DBN – 15 - 16 April 2014 CT – 5 - 6 March 2014

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This intensive 2 day course will take you beyond the basic requirements of the average secretary and show you value-adding skills needed to leverage the greatest advantage out the Executive Secretary role.

Increase your effectiveness ten-fold by applying the tools, advanced skills & techniques on this course and become a dynamic executive Secretary or PA.

Following our sell-out residential PACSA conference in the Magaliesberg in 2013, we are taking PACSA on the road again and this year we’ll be hosting it at Sun City!

1. In-depth skills training, away from the office, to ensure limited interruptions and real skills transfer 2. An all new line up of fantastic speakers ready to impart their unique knowledge 3. Intensive sessions specially tailored for secretaries and PAs , guaranteed to improve your productivity 4. Networking opportunities with your peers to allow best practice transfer 5. Special gala dinner on the second evening with entertainment and prizes - bring your glad rags gals!

6. Special gifts at the end of each day to thank you for joining us..

7. Its at Sun City….need we say more??

With a BRAND NEW LINE OF SPEAKERS and ALL NEW TOPICS, this year’s conference will provide you with the latest thinking in administrative support, as well as key personal development tools.

This year we will be exploring various topics, including: • Applying project management to your tasks: and never miss a deadline again • Trouble-shooting common computer problems: don’t waste valuable time waiting for IT support to eventually get round to helping you!

• Taking charge without the luxury of authority: learn how to exert influence that encourages co-operation • Building a solid foundation for career excellence: establishing what should you be doing now to ensure your future success?

• Image isn’t everything, but its still important: Join us away from the office, in a practical tips on looking and feeling great beautiful setting and benefit from • Every day stress-busters for pressured people: yet another stimulating secretaries let us show you some awesome techniques conference from CBM Training. to de-stress!

• Managing your personal finances: learn ways to get out of debt and limit the impact financial strain has on your life

RPL Learnership: Business Administration Services Level 3 Price: R15, 250 plus Vat R2, 135 = R17, 385 per learner Or R13, 850 plus Vat R1, 939 = R15, 789 per learner for 3 or more learners

Price: R4, 950 plus Vat R693 = R5, 643 Key learning areas covered include: • Identifying the full scope and role of an Executive Secretary • Working as a team with your manager to get more done faster & more efficiently • Examining the everyday things that you can do that will directly contribute to your manager’s success • Managing office time - yours, your manager’s and both together as a team • Projecting a “Personal PR” image that reflects positively on both yourself and your manager • Undertaking projects for your boss - using a proven Project Management Toolbox • Handling the extra stress and pressure that comes with working as an Executive Secretary/PA

7 reasons to attend PACSA 2014:

To reserve your place, or for more information on the different travel packages available, call us TODAY on (011) 454 5505 or visit www.cbmtraining.co.za

The Effective Executive Secretary Excellent Executive Secretaries make their jobs seem simple. They make their manager’s job easier as they manage schedules with confidence and fully understand their boss’ objectives while working actively to support them. They communicate exceptionally well, and take on and handle projects on their boss’ behalf. They are always seen to be professional, competent and in control.

PACSA is at Sun City in 2014!

Other Courses

Key learning areas covered include: • Learning the key elements of event management to ensure you run your function successfully every time • Understanding your responsibilities to ensure that you operate effectively whilst gaining respect from your team • Implementing effective planning to guarantee the smooth-running of your event with few or no hiccups This intensive 2 day course will guide you, step-by• Making your event more creative so that it is never step, through the process of organising any function forgotten and enjoyed by all who were involved in the most professional way – ultimately delivering an • Applying the fundamentals of project management event that is memorable for all the right reasons. to your function to manage deadlines effectively and ensure all tasks are completed professionally You will learn the ins and outs of successful event management, with loads of practical examples • Mastering the art of negotiation to source quality suppliers and venues at the best price every time and case studies, giving you the confidence to • Learning the basics of budgeting to ensure that you professionally organise any event that comes never lose control over costs and expenses your way!

• Managing unexpected crises by learning how to create & implement a Plan B as a back-up to any crisis Arranging any event – from a Christmas party to a major conference may seem simple, but there are many pitfalls for the unwary along the way. To make the difference between success and failure, a lot of thought and planning needs to be put into the project.

12 Month Programme consisting of 7 Contact Sessions 2014 Programmes commence in March June August A Maximum of 20 learners are accepted onto each programme, so book early to avoid disappointment.

An underlying foundation of the National Skills Development Strategy is that anyone that has already acquired the skills for a qualification through work experience should be allowed to receive that qualification provided that they complete an approved Recognition of Prior Learning (RPL) assessment process.

CBM Training offers a National Certificate in Business Administration Services (NQF Level 3) as an RPL qualification - (SAQA qualification 67465). This RPL Learnership consists of 6 one day workshops where each of 6 modules will be addressed and RPL assessments will be completed and submitted followed by a one ½ day wrap up session.

The Learnership runs over a 12 month period and is aimed at Receptionists, Secretaries, Administrative Assistants, Administrators, Office Managers and Clerks who have at least Grade 10 Maths and have been working for 12-24 months.

These 6 modules are: Team Management Managing Reception Events Management Office Management Business Numeracy Business Communication

Optional MS Excel & Word workshop for those with no previous formal training.

Price: R950 ex VAT

Tax Rebate, SDL Claims and Grants for Learnerships: • Learnership allowance of R50,000 per employed learner claimed as a tax rebate (Section 12H of the Income Tax Act) • Mandatory and PIVOTAL Grant against their Skills Development Levy of up to the R15,250 per learner • Possible Discretionary Learnership Grant of up to R25,000 per learner through individual SETAs • The full amount spent for Black Learners is also admissible for your BBBEE score card audit

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To register for all CBM courses, please fill In, scan and email to info@cbmtraining.co.za or fax to 086 687 2468 Course Name:............................................................................................. Date:....................................................................................

Venue: (please tick one)

JHB

PTA

DBN

CT

Title:................................... First Name:...................................................... Surname: . ..........................................................................

Job Title:..................................................................................................... Cell Number: ......................................................................

Email:......................................................................................................................................................................................................

Special Dietary Requirements?

Strictly Halaal

Strictly Kosher

Vegetarian

Vegan

Allergies:.....................

Please Note: an extra charge of R250 ex. vat per day will be made on all Kosher, Vegan and Halaal meals

Delegate 2 Course Name:............................................................................................. Date:....................................................................................

Venue: (please tick one)

JHB

PTA

DBN

CT

Title:................................... First Name:...................................................... Surname: . ..........................................................................

Job Title:..................................................................................................... Cell Number: ......................................................................

Email:......................................................................................................................................................................................................

Special Dietary Requirements?

Strictly Halaal

Strictly Kosher

Vegetarian

Vegan

Allergies:.....................

Please Note: an extra charge of R250 ex. vat per day will be made on all Kosher, Vegan and Halaal meals

Delegate 3 Course Name:............................................................................................. Date:....................................................................................

Venue: (please tick one)

JHB

PTA

DBN

CT

Title:................................... First Name:...................................................... Surname: . ..........................................................................

Job Title:..................................................................................................... Cell Number: ......................................................................

Email:......................................................................................................................................................................................................

Special Dietary Requirements?

Strictly Halaal

Strictly Kosher

Vegetarian

Vegan

Allergies:.....................

Please Note: an extra charge of R250 ex. vat per day will be made on all Kosher, Vegan and Halaal meals

Company:...............................................................................................................................................................................................

Postal Address:........................................................................................... Code:...................................................................................

Tel:.............................................................................................................. Fax:.....................................................................................

Vat Registration Number:.........................................................................................................................................................................

Email: (Please Note: This is the email address where you would like the confirmation of booking to be sent) Send Tax Invoice To: Mr/Mrs/Ms:........................ First Name:...................................................... Surname:.............................................................................

Job Title:..................................................................................................... E-mail Address:...................................................................

Name of Approving Manager: Mr/Mrs/Ms:........................ First Name:...................................................... Surname:.............................................................................

Job Title:..................................................................................................... E-mail Address:...................................................................

Contact Secretary: Mr/Mrs/Ms:........................ First Name:...................................................... Surname:.............................................................................

Job Title:..................................................................................................... E-mail Address:...................................................................

How many employees in your company: (please tick one) 0-10

11-30

31-100

101-250

251-1000

1000+

Terms and Conditions: If you cannot attend course • • • • • •

You may send a substitute delegate in your place. (please inform us of the new name for the certificate) You may transfer once at no charge to another course, provided you do so in writing at least 5 working days before the course. Transfers inside of 5 days will be charged a late transfer fee of 20% You may cancel your registration, in writing, up to 10 working days before the course takes place, however, a 10% cancellation fee will be levied.

Cancellations inside of 10 days will be liable for the full fee.

Unfortunately, no refund or credit can be given to delegates who do not attend without giving prior notice.

Please note, payment, or proof thereof must be received by no later than 09h00 on the first day of the course. Delegates will not be permitted entry unless payment has been made.

As a past delegate, you will receive notification via email of upcoming courses that may be of interest to you. You can opt out of these email notifications at any time quickly and permanently.

Signature:.................................................................................................... Name:..................................................................................

Registration Form 2014

Delegate 1