Accounting and Finance Professionals

High Quality Presentation

We use images and colours to create impact and enhance learning and recall of material.

We do our best to keep our slides interesting, relevant and free of excessive text in order to maximize learning retention.

Our slide images are HAND-DRAWN to provide a right-brain creative link to the learning with an AUTHENTIC feel to our materials.

Powerful Learning Tools

We use a number of interactive learning tools, such as a 9 foot Insights Discovery floor mat, cards, Lego games and blocks, charts and workbooks to keep our participants engaged and having fun while they learn.

Insights Discovery Personal Profile

The Insights Discovery Personal Profile and Blocks offer the learner practical tools for self awareness and personal growth, as well as a fun and practical means to communicate their learning to others.

Workshop Journals

Insights Discovery Workshop Journals provide a comprehensive, full colour learning experience and take-away examples and models for future access and reference. The journals allow for both introspective and learning through discussion.

Available journals include:

Beginning the Journey

Team Effectiveness

Leadership Effectiveness

Sales Effectiveness

Participation and Discussion

We get attendees off their seats to participate and share in a safe and fun interactive environment, using blocks, flip charts, caps, balls and discussion around the Insights mat.

Participation enhances learning as attendees gain insight from each other as they share and hear directly from others.

Navigating Client Acquisition

Turn your leads into clients by recognizing type and adapting

Executive Emotional Competence

Essential skills of understanding and managing emotions in self and others

Text Box: Transform Management into Leadership by learning to lead through the art of attraction and persuasion. Learn why it is important for any leader to understand the needs and preference of each individual within their team, and how to adapt your own personal style to meet their needs. Employees will respond with trust, respect and admiration because they feel understood and valued by you as their leader.

Text Box: Clients are the oxygen of your business, and yet little time is spent teaching staff how to build effective
relationships with clients. We use a win-win-win model which teaches skills that will enhance relationships
for your employees, your organization and most importantly, your clients. With committed application and
practice, these skills will create a strategic advantage for your team and organization.

Text Box: Our comprehensive Client Acquisition Program will enable those engaged in client acquisition to understand their own strengths and weaknesses in each of the six stages of the acquisition process, and learn how to adapt to each client through a “match and mirror” process that will allow them to build rapport and influence with the prospect.

Text Box: Recruiting the right people into the right role is not always easy - identifying how candidates will fit within the organizational and team culture can be a challenge. Learn to determine the complimentary skills and
personalities that may be missing on your team, how to create an ad that will reach your target candidates
and develop advanced questioning that will help to determine the best fit.

Navigating Recruitment
Strategies for recruiting a well balanced and effective team

Text Box: Research has clearly revealed the importance of emotional competence in executive leadership. Our Executive Emotional Competence Program Navigator will work with your Executives over three months and will provide relevant, practical, and easy-to-implement tools, training and coaching in order to develop and practice
EQ Competencies. The program will also provide executives with training and tools for self assessing and
managing their own behaviours and emotions, and for assessing, understanding and managing the behaviours and emotions of others.

Navigating Client Relations
Win-Win client interactions and relationship building at all levels

Navigating Leadership
Developing the power of leadership through attraction and persuasion

Navigating Corporate Culture

Building a balanced and effective organizational culture - Develop a Culture of Excellence!

Text Box: Developing a culture of excellence is about learning to identify culture, recognize the strengths and weaknesses of the culture and how to influence and bring about change in that culture. This essential knowledge can be applied internally within your own organization, or externally when engaging with clients and their organizational culture.

Text Box: CALL NOW
for a quote
(604) 763-8400

or click here

With over 25 years experience in the Accounting Profession, including roles as Controller at CGA-Canada and CFO at Canuck Place Children’s Hospice, we have an intimate understanding of the profession from both a Commercial and a Public Accountant perspective.

Let’s face it - The Accounting Profession has a poor reputation for their lack of interpersonal skills and their ability to engage and influence others.

Accountants who have not developed strong interpersonal skills are at a definite disadvantage in becoming influential leaders within their organization, or in developing relationships with internal or external clients. It is these relationships that are essential in acquiring and retaining a strong and consistent client base.