Training Brochure 2013

JB LOCKHART

& Associates Ltd

“A world of opportunities”

Training Services Catalogue 2013

‘Learning is not compulsory... neither is survival.” W. Edwards Deming

. “Change is the end result of all true learning.” Leo Buscaglia

Learning for growth We provide learning solutions to clients in the United Kingdom, Europe, Middle East and North America.

We run open courses at venues all over the UK. Alternatively, we can arrange venues for training at short notice or even deliver training on your premises.

Each year we provide expert support to our clients, often taking wholesale responsibility for their organisation’s training needs.

At every step of the process, from concept through to the delivery and evaluation, we make sure that delegates get training that exceeds the needs of their organisation.

Course Outlines

Finance for non-‐financial managers .............................................................................................................................. 4

Introduction to Company Accounts ............................................................................................................................... 5

Analysing Company Accounts ....................................................................................................................................... 6

Interpretation of Company Accounts ............................................................................................................................ 6

Effective Budgeting ....................................................................................................................................................... 7

Export Procedures and Documents ............................................................................................................................... 8

Introduction to Inward Processing Relief (IPR) .............................................................................................................. 8

Advanced Letters of Credit Workshop ........................................................................................................................... 9

Credit Control Workshop ............................................................................................................................................ 10

Effective Collection Techniques ................................................................................................................................... 10

Finance for Project Managers ..................................................................................................................................... 11

Practical Project Implementation ................................................................................................................................ 12

Microsoft Office Excel 2010 Introduction .................................................................................................................... 13

Microsoft Office Excel 2010 Advanced ........................................................................................................................ 14

Microsoft Office PowerPoint 2010 Introduction .......................................................................................................... 14

Microsoft Office Powerpoint 2010 Advanced .............................................................................................................. 15

Microsoft Office Word 2010 Introduction ................................................................................................................... 16

Microsoft Office Word 2010 Intermediate .................................................................................................................. 16

Microsoft Office Word 2010 Advanced ........................................................................................................................ 17

Finance for non-‐financial managers Overview This course untangles the web of mystery that surrounds financial and management accounting in the eyes of many non-‐financial managers. By so doing it enables them to understand and manage the impact of their decisions on business results, interact more productively with their finance-‐based colleagues and exert greater influence on decision making in their organisation. Who should attend? Suitable for managers who want to gain a clear understanding of the fundamentals of business finance and the financial implications of decisions they make. What will I learn? By the end of this course you will be able to:

• Understand how your day-‐to-‐day decisions impact profit and cash flow.

• Demystify the rules of capital expenditure versus operational expenditure helping you to justify investments to your senior managers and finance team

• Review financial information relating to: • your business (helping you to set

targets for improvement) • your subsidiaries (helping you to

manage and set targets for your team)

• existing customers (are they still viable?) and potential customers (are they a credit risk?)

• competitors (what can we learn from benchmarking their results?)

• Manage the budgeting process to: • ensure business strategy is

implemented • negotiate funding for improvement

or efficiency initiatives • win in the negotiation over funds

allocated to your budget, ensuring it’s achievable

• manage financial performance, understanding variances and taking action to achieve your budget and objectives

• Simply assess the viability of entering new markets or developing new products

Course topics The Nature and Purpose of Accounting

• A simple model of an organisation’s accounting framework

• Who uses the accounts and what do they use them for?

• Where can I find out about my organisation’s/my competitors’ financial position

Profit and Loss Accounts, Balance Sheets and Cash Flow Statements

• Their structure and terminology, what they tell us and why they need to be reviewed together to gain a full understanding of business performance

• Using financial information as a management tool

• Understanding how operational income and costs are accounted for and the implications for how you manage costs in your department

Managing Finance

• Understanding working capital: What it is? How can we manage it?

• Why too much working capital is bad for you and too little may be disastrous

• Optimising working capital for your organisation and the implications for negotiating with customers and suppliers

• The distinction between profit and cash flow

• Considering sources of funding Understanding Management Accounting Including Budgeting

• Putting together a robust budget • Negotiating budget funding • Assessing variances and reforecasting the

budget • Evaluating feasibility of operational projects

via break-‐even analysis • The effects of depreciation

Introduction to Company Accounts Overview This intensive course introduces delegates to the contents of financial statements, their meaning and uses. It is the first in the series of three company accounts courses and provides a solid grounding of knowledge, essential before delegates can progress to analysing the information in company accounts. It is a highly practical course and delegates will prepare simple financial statements themselves to reinforce their learning. Who should attend? Suitable for anyone who wants to gain a basic understanding of company accounts and who has had very little or no previous experience. What will I learn? By the end of this course you will be able to:

• Understand the technical ‘jargon’ of company accounts.

• Read and understand a set of company accounts.

• Assess the effects of business activity on the balance sheet.

Course topics The Financial Model

• Understand the basic business model • What do we mean by capital? How is it

invested in the business? • What every businessman wants to know:

how am I doing? Have I got the cash to afford it?

• How the financial statements provide the answers

• Key fundamental concepts that accountants adhere to

The Profit and Loss Account

• The structure of the Profit and Loss Account; the information it contains

• Understand what we can learn from the Profit and Loss Account

• Understanding the impact of depreciation • Case study example and real world formats

Balance Sheet

• The anatomy of the Balance Sheet • Getting to grips with the terminology • Historic cost and going concern principles • Recognising categories of fixed and current

assets • How liabilities are categorised • Understand the types of capital employed

in the business and how they are used to finance assets

• Understanding what the Balance Sheet can tell us

• Case study example and real world formats Cash Flow Statements

• A brief introduction to the Cash Flow Statement

• The importance of cash to a business • The distinction between cash and profit • Case study: preparing a Cash Flow

Statement • Understanding working capital

Analysing Company Accounts Overview This intensive and practical course introduces delegates to the principles of analysing company accounts using ratios and trends. Who should attend? Suitable for anyone with little or no experience of analysing company accounts. Delegates are expected to have attended Introduction to Company Accounts or to have attained that level of knowledge. What will I learn? By the end of this course you will be able to:

• Analyse a set of accounts. • Understand and apply over twenty key

ratios. • Utilise a bank of important questions. • Identify trends and comparisons over time

and against industry norms. • Analyse a set of simple company accounts

using a case study. Course topics Preparing for Analysis

• Refresher on the content and format of the Profit and Loss Account and Balance Sheet

• Issues arising from the industry and sector that the company operates in

• Considering company size • Anything to be learnt from the

Memorandum and Articles of Association? • Understand the differences between public

and private companies • An introduction to group accounting

Analysing the Accounts

• Analysing various ratios that tell us about: Capital structure

• Efficiency of working capital • The cash position • Profitability • Return on investment

• The importance of cash in a business • Capital employed: understand the issues

surrounding it • What do the profit margins tell us? • Calculating asset turnover • Understanding when the working capital

ratios are useful • Assess whether a business can meet its

short-‐term liabilities • Understanding gearing and how it affects

earnings

What to look for in the Annual Report • The Chairman's Statement • The Director's Report • The Auditor's Report • The notes to the Accounts

Interpretation of Company Accounts Overview Topical issues and up-‐to-‐the minute examples bring alive this practical course. Building on knowledge of ratio and trend analysis, delegates consider some of the more technical issues and focus on analysing risk and how it is identified in the financial statements. What will I learn? By the end of this course you will be able to:

• Undertake more complex interpretation of company accounts by building on existing knowledge of ratio and trend analysis

• Identify and assess both market and business risk using this knowledge

• Understand the different considerations when choosing a method of funding and understand the "cost of capital"

• Recognise techniques adopted in company accounts to disguise potential problems.

• Understand some of the non-‐financial sources of information available to assess company performance

Course topics Refresher on Financial Statements and Terminology Risk

• Business and financial risk. • Consider different business sectors and

identify the key financial features in each • Recognise the typical problems with using

company accounts • Using accounts to assess risk

Ratios • Refresher on key ratios • Types of shares and capital structure

including debt funding • Understand the warning signs of corporate

‘poor health’ Advanced Interpretation

• Drawing together the soft and financial information

• Why businesses fail • Examples of creative accounting

Effective Budgeting Overview Ideal for new and existing budget holders who want to learn how to take the pain out of managing budgets:

• Reducing the time to produce a budget. • Dealing with opportunities in the face of

budget restrictions. • Including contingencies for future

uncertainty. This course gives delegates the skills to manage departmental budgets, monitor divisional costs and apportion department expenses on an appropriate basis. Who should attend? Suitable for budget holders, cost centre managers, and those who manage department or event budgets who wish to acquire first principles or refresh ideas and approaches. This course deals with management accounting. What will I learn? By the end of this course you will be able to:

• Review the benefits and drawbacks of different budgeting methods, and when to use each approach.

• Use a structured approach to prepare a budget.

• Understand how costs behave to help with budgeting for expenditure.

• Understand management accounting methods, and which methods we use for budgeting and for evaluating unbudgeted opportunities.

• Budget appropriately for risk and defend budgeted contingencies.

• Manage financial performance,

understanding variances and taking action to achieve your budget and objectives.

• Manage costs in seasonal or cyclical businesses.

Course topics Budgeting Preparation

• Overview of the budget process • Case study: reviewing a simple budget

scenario • Knowing where to find information that

might be needed • Analysing potential income and expenditure • Nature and behaviour of costs • Understanding different costing methods

and their relevance to decision making and budgeting

• Stock forecasting and how to calculate the minimum quantity needed

• Apportioning overheads • Budgeting for risk and contingencies • Break-‐even analysis for simple decision

making Facing the Actuals

• What are the variances and why are they important?

• Comparing actual costs to monthly and year to date budget

• Understanding the significance of changes in variances

• Flexing the budget The Cash Budget

• Why they are needed. Do high profits necessarily mean everything is going well?

• Case study: preparing a cash budget Presenting the Departmental Budget

• Giving clear information • Presenting the main variables • Getting agreement -‐ ensuring you agree an

achievable budget in the face of potential budget cuts

Export Procedures and Documents Overview This practical course helps you to understand and work through the procedures and paperwork involved with conducting international trade. Correct documentation is vital in international trade and directly impacts on your prospects of securing payment. Good customs compliance is also vital, and can save costs and increase profitability. This practical course provides an overview of the main documentation and procedures involved in a typical trade transaction and will demonstrate how these benefits can be achieved. Who should attend? Suitable for those with little export experience who want to understand the basic terminology and activities involved in exporting. It is also a good refresher for those returning to export. What will I learn? Introduction

• Introduction to Export – Benefits & Pitfalls Key Export Documents

• Commercial Invoice • Packing List • Shipping Documents • Export Licenses

Incoterms®2010

• Understanding Incoterms®2010 • Risks and Responsibilities of Buyer and

Seller • Cost Obligations

Classification of Goods for Export

• Tariff Code/Commodity Code Explanation • Example of Classification Service • Customs Notices / Customs Information

Papers (CIP) • Country of Origin Rules • Authorised Export Status • Certificate of Origin • EUR1 • Free Trade Agreements

Payments

• Letter of Credit Overview • Bid & Performance Bonds • VAT

Introduction to Inward Processing Relief (IPR) Overview Inward Processing Relief (IPR) is a method of obtaining relief from Customs duties and VAT charges. The relief applies to goods imported from outside the EU, processed and exported to countries outside the EU. IPR provides relief to promote exports from the EU and assist EU companies to compete on an equal footing in the world market. Who should attend? Suitable for those who want to understand the basic terminology and obligations related to Inward Processing Relief. It is also a good refresher for those returning to export. What will I learn?

• Who are Revenue & Customs? • The Law • Requirements for a IPR Authorisation • Basic Principles of IPR • Specific Principles of IPR • Abbreviations & Terminology • Qualifying Platforms/Workpoints • Application & Authorisation • Operations (Receipts/Disposals) • Completion of IPR • Evidence of completion of IPR (Proof of

Export) • Diversion to Home Use

How to Handle Letters of Credit Overview This course will enable participants to understand the mechanics of handling letters of credit in simple terms from the exporter’s point of view. Participants learn what they can do, in practical terms, to improve letters of credit performance, and ensure good management and collection mechanisms. Who should attend? Suitable for anyone who wants to learn about letters of credit or who wants to improve their skills. What will I learn? By the end of this course you will be able to:

• Distinguish the benefits of the main forms (Irrevocable and Confirmed) and know when to use them.

• Use a formula to help buyers improve the content of letters of credit opened in their favour.

• Check incoming letters of credit, using a reliable checklist.

• Appreciate how bills of exchange work with letters of credit.

• Understand how UCP600 supports the exporter.

Course topics Forms of Letters of Credit

• Learn the difference between Revocable, Irrevocable and Confirmed Irrevocable letters of credit

• How to choose the appropriate form • Identify the types of letter of credit • Learn when to use the different types

Understanding the Letters of Credit Process

• The parties involved • The document flow • The costs involved

Using Letters of Credit

• What are the advantages and disadvantages?

• Understand the precise documentation demands

• Learn how to check an incoming letter of credit using a checklist

• How to help buyers improve the contents of letters of credit opened in the exporter's favour

• Presenting documents to the bank • Dealing with discrepancies • Improving letters of credit performance

Bills of Exchange • What are bills of exchange and who are the

parties to them? • When and why would you use them? • Negotiating bills of exchange • Forfeiting procedures and avalised bills of

exchange • Learn how bills of exchange work with

letters of credit UCP 600

• The Uniform Customs and Practice for Documentary Credits, publication 600 explained

• The importance to the exporter • The key points contained in UCP600 and

how they support the exporter Advanced Letters of Credit Workshop Overview An interactive and practical workshop aimed at exporting companies and freight forwarders who regularly receive or handle Letters of Credit. Case-‐study based, enabling lots of opportunity for practice and sharing experience, the course will help companies to negotiate the most favourable terms to be incorporated within Letters of Credit as well as reduce the risks and costs associated with presenting discrepant documents to the bank. Who should attend? The workshop is suitable for:

• Experienced people who need a refresher and update

• Those who have attended our 'How to Handle Letters of Credit' courses who would like an in-‐depth, practical follow-‐up

• Finance and documentation staff who need practice with live examples and an opportunity to see their challenges in a new light

What will I learn? By the end of this course you will be able to:

• Understand the forms and types of Letters of Credit.

• Devise a formula to influence the Letter of Credit content.

• Appreciate how credit insurance fits in. • Understand USP 600 legislation and the

opportunities it brings to your Letter of Credit performance.

• Identify the best performing banks and who to give your business to.

Course topics Trade Methods of payment – a Refresher

• Documentary Collections & Bills of

Exchange • Documentary Letters of Credit

The Letter of Credit Cycle

• Negotiating Terms with overseas Customers • Common Problems and Discrepancies • Bank & Country Risk – Letters of Credit

Confirmation • Other types of Letters of Credit –

Transferable, Back-‐to-‐Back, Standby Letters of Credit exercises

• Current examples and issues • Checking the Letter of Credit upon receipt • Identifying and reducing discrepancies • Calculating the costs and how to manage

them Uniform Customs & Practice For Documentary Credits – UCP 600 Document Checking Exercise Financing under Letters of Credit Credit Control Workshop Overview Ideal for new or inexperienced credit controllers, an intensive course that gives you a broad introduction to the area of credit control. This comprehensive and practical two-‐day course covers all aspects of the credit controller’s job. It will enable delegates to get the complete picture so that they not only improve their knowledge, but will also learn to see the linkages between all aspects of their work. This will help them to understand priorities better and to allocate their time better between tasks, so that they become more effective in collecting cash. Who should attend? Suitable for all credit controllers who want to improve their knowledge of all aspects of credit and collections. It is suitable for those who are new to their role and more experienced credit controllers who have had little formal training. What will I learn? By the end of this course you will be able to:

• Understand the importance of good credit management.

• Recognise your contribution to increasing company profitability and minimising risk.

• Understand the elements of a contract • Understand the legal framework and why it

matters to your job. • Carry out all of the elements of the

collections cycle. • Choose the best approach to get cash in

using a combination of methods.

• Use the telephone to greater effect. • Decide when and how to ‘get tough’ with

customers, including going legal. • Tackle your ledger and your customers with

greater confidence. • Manage your cash collection process more

effectively. Course topics The Purpose of Credit Control in the Organisation

• What is credit and why do we need to give it?

• Maximising profitable sales • Improving cash flow and liquidity • Protecting against bad debts • Better customer relations • Encouraging teamwork with the sales force • The company’s credit policy

Terms and Conditions of Trade

• Fundamental elements of a contract • Payment terms • Which terms apply? • Interest on overdue accounts • Retention of title

Customer Identity

• Understand different corporate entities • Trading with partnerships and sole traders • Trading names and name changes • Recognise the importance to credit control

Credit Assessment and New Accounts

• Application forms -‐ getting the right information

• Assessing customers’ credit worthiness Effective Collection Techniques Overview A hands-‐on course focusing on the process of credit management as well as the techniques of collections that provides new credit controllers with the tools and techniques to collect payments. To be a successful collector it’s important to understand that collections are competitive. This practical course will enable delegates to operate a complete collections cycle with increased confidence using best practice techniques. It will give them new ideas to put into practice immediately, and help them to ensure that they are first in the queue for payment. Who should attend? Suitable for anyone involved in collecting trade debts from customers; credit controllers who want to improve on the key process and telephone elements of their job.

What will I learn? By the end of this course you will be able to:

• Recognise the importance of good credit control.

• Implement good practice techniques to meet collection targets.

• Understand the significance of contract terms.

• Understand a best practice approach to formulating a company credit policy.

• Critically review your organisation’s credit policy and identify areas for improvement.

• Carry out all elements of the collections cycle.

• Choose the most appropriate combination of collections tools.

• Collect the toughest debts with greater confidence.

Course topics The Importance of Good Credit Management

• Maintaining cash flow • Minimising bad debts • The cost of overdues • Improving profitability • Good customer relations • The importance of a company credit policy • Elements of a credit policy • Evaluate policies and procedures

Our Contract with the Customer

• Elements of a contract • Terms and conditions -‐ whose terms apply? • Are your payment terms fully understood? • Late payment interest and compensation

charges • Retention of title

The Monthly Collection Campaign • Deciding on priorities • The collection timetable • Invoices, letters and statements: timing and

format • Combining the tools available to best effect

Telephone Collections

• Planning and making calls • Asking for payment • Overcoming excuses

Collecting Tough Debts

• Examine your options • Payment plans • Third party action • Query management

Techniques for Measuring Performance

• Using DSO as a measure of performance

Finance for Project Managers Overview Practical and project oriented this course enables you to manage financial matters from commencement to final delivery of the project. The course runs through the project life cycle, highlighting key financial aspects for consideration at each phase, making your learning easy to understand and ensuring it relates to your project environment and implementation. Who should attend? Suitable for project managers who need an understanding of evaluating projects, the financial impact of change requests, valuing risk and robustly defending contingency budgets, managing project budgets and delivering on time to budget. What will I learn? By the end of this course you will be able to:

• Financially evaluate alternative project delivery methods and solutions.

• Evaluate and value risks, robustly budget for and defend contingency costs.

• Manage your project budget. • Communicate effectively with senior

management and the finance team about your project’s performance.

• Understand the impact of change requests on your project’s financial performance.

Course topics Financial Evaluation of Projects

• Decision Making Techniques • Evaluating alternative projects, or

alternative solutions to a customer or business need

• Understanding how change requests impact on the planned financial returns of the project

Budgeting for your Project

• Budgeting tips • Valuing risk and including contingencies in

your budget • Defending contingency costs to senior

management or the finance team Managing your Budget

• Understanding how senior management and the finance team review project performance

• Reporting slippage or over-‐runs and gaining support for recovery strategies

Practical Project Implementation Overview Managing projects is both complex and challenging, given the many variables that need to be monitored and controlled. In live project environments it is in the effective day-‐to-‐day implementation and tailoring of best practice where the real benefits are to be gained for an organisation and that is the focus of this highly interactive workshop. Who should attend? Suitable for new project managers or those with some experience, providing there is already a working knowledge of the most common tools and techniques (e.g. Milestones, Gantt Charts, Network Diagrams, Risk Procedures etc.). Delegates will want to focus on the implementation of the tools in a real project environment. What will I learn? By the end of this workshop you will be able to:

• Communicate more effectively with all relevant stakeholders

• Implement project reporting at an appropriate level of complexity

• Use resource management techniques to handle a variety of resourcing challenges

• Deal effectively with unexpected risks and issues, including escalation where necessary

• Analyse the financial performance of your project using Earned Value Analysis

• Cope with change requests ensuring they are handled formally or informally as appropriate

• Use configuration management practices to control your baseline products

• Implement appropriate quality control procedures in your project

• Understand how to implement a Benefits Management Plan and the related reviews

Course topics Effective Project Communication & Reporting

• Being clear about what to report on, when, to whom and at what level of detail

• Recognising the most effective types of reporting for your types of project

• Keeping important stakeholders ‘on-‐side’ • Getting stakeholders to do what you need

them to do Handling Varying Resource Requirements

• Using the right tools to deal with resourcing pressures

• Realising that more resource isn’t always the appropriate solution

• Histograms and ‘S’ Curves – how to make them add value

• Dealing with panics on the Critical Path Dealing with unexpected risks and issues

• When to use formal processes and procedures

• Using the Registers effectively • Effective escalation – what works best? • The need to think and act broadly about risk

(overlooking secondary risks?) Earned Value Analysis -‐ discovering the true position of your project

• Is being within or over budget always what it seems? – EVA will have the answer

• Using EVA as a predictive tool • Being clear about your revised end date • Recognising when extra funding is required

Handling Change Requests -‐ Formally or Informally?

• The issues around scope change and scope creep

• Knowing which changes need to be controlled formally

• When and why a Change Board might be appropriate

• The common problems in handling change Controlling your Controllable Products

• Ensuring all formal changes are followed through

• Configuration Manager – recognising their role and responsibilities

• Using status accounting effectively • How best to implement verification and

audit Implementing Effective Quality Control and Reporting Procedures

• How to deliver ‘fit for purpose’ quality • Controlling quality effectively • Quality audits – what are we auditing?

How to Track and Report on Benefits Realisation

• Benefits realisation – whose job is it anyway?

• How to track and report on benefits both during and post project

Microsoft Office Excel 2010 Introduction Overview This intensive one-‐day training course is designed to let users get to grips with the main features of Microsoft Office Excel 2010, including a thorough treatment of the new 'Ribbon' interface, introduced with Excel 2007. It is entirely 'hands on', so those attending will get practice in creating and modifying actual spreadsheets. Who Should Attend? The course is intended for new users of Microsoft Excel 2010 who want to become productive in the shortest possible time. Delegates should be proficient in using a PC with the Microsoft Windows operating system, but no prior experience with Excel is required. Course topics Getting Started with Excel 2010

• Starting Out • About Workbooks • Exploring your Workbook • Getting Help with Excel

The Excel Interface

• The Quick Access Toolbar and File Menu Excel Basics

• Working with Excel • Basic Excel Features • Moving your Data • Smart Tags and Options Buttons • Editing Tools

Editing your Workbook • Modifying Cells and Data • Cell Formatting • Enhancing a Worksheet’s Appearance

Printing and Viewing your Workbook • Using the View Tab • Managing a Single Window • Managing Multiple Windows • Printing your Workbook

Working with Charts • Creating Charts • Selecting Chart Data • Working with Chart Options

Microsoft Office Excel 2010 Intermediate Overview This hands-‐on one-‐day training course has been designed to give delegates a solid understanding of more advanced tools and concepts used in Excel 2010, in order to increase their knowledge and productivity. Who Should Attend? Users with a basic understanding of Microsoft Excel 2010 who want to consolidate and expand on their knowledge of the basic features in a short space of time. Delegates should have a good working knowledge and understanding of the concepts covered in the Introduction course. Course topics Advanced File Tasks

• Using Windows Explorer within Excel • Saving your Files • Using File Management Tools

Working with Functions and Formulas • Using Formulas in Excel • Exploring Excel Functions • Using Functions in Excel • Working with Names and Ranges • Working with Array Formulas

Managing Tables • Working with Tables • Working with Records and Fields • Working with Tables and Filters • Using Excel as a Database

Adding the Finishing Touches • Research Tools • Using Themes • Adding Text Boxes • Inserting Pictures and ClipArt • Editing Pictures

Showing Data as a Graphic • Inserting SmartArt • Formatting SmartArt • Adding Symbols, Equations, and Shapes

Microsoft Office Excel 2010 Advanced Overview This intensive hands-‐on one-‐day training course has been designed to provide delegates with a solid understanding of advanced Excel 2010 tools and concepts in order to increase their knowledge and productivity. Who Should Attend? Users with a good understanding of Microsoft Excel 2010 who want to expand on their capabilities in a short space of time. Delegates should have a good working knowledge and understanding of the concepts covered in the Introduction and Intermediate courses. Course topics Grouping & Outlining and Subtotals

• Outlining and Grouping Data • Using the Subtotals Tool

What-‐If Analysis • Exploring Scenarios • Goal Seek and Data Tables • Using Solver

PivotTables • Getting Started with PivotTables • Displaying Data in a PivotTable • Formatting a PivotTable • Using the Classic PivotTable Layout • Slicers

Charting Pivoted Data • Getting Started with PivotCharts • Using the PivotChart Tools Tabs • Formatting a PivotChart

Advanced Excel Tasks • Excel and Hyperlinks • Using Custom AutoFill Lists • Sharing Workbooks

Creating Lookup Functions • Using the VLOOKUP Function • Using the LOOKUP Function

Introduction to Macros • Recording and Playing Macros • Copying and Deleting Macros

Microsoft Office PowerPoint 2010 Introduction Overview This intensive one-‐day training course is designed to enable users to get to grips with the main features of Microsoft PowerPoint 2007 or 2010, including a thorough treatment of the 'Ribbon' interface, introduced with Powerpoint 2007. It is entirely 'hands on', so delegates will get practice in using the software in a real life and practical way. Who Should Attend? The course is intended for new users of Microsoft PowerPoint 2010 who want to become productive in the shortest possible time. Delegates should be proficient in using a PC with the Microsoft Windows operating system, but no prior experience with PowerPoint is required. Course topics Getting Started with Powerpoint 2010

• Meeting Microsoft Office PowerPoint 2010 • Creating a Presentation • Working with Your Presentation • Editing Your Presentation • Arranging Slides • Getting Help in PowerPoint

Understanding & Customising the PowerPoint Interface

• Getting Acquainted • The Quick Access Toolbar • Tabs and Groups • Customising the Ribbon

Creating and Formatting Presentations • Using Templates • Working with Text Boxes

• Basic Editing Tools • Formatting Text: Effects; Fonts and Spacing • Formatting Text: Alignment; Indenting and

Lists • Advanced Text Tools

Adding Shapes and Art to Your Presentation • Drawing Shapes • Working with Shapes • Working with Text and Shapes • Advanced Shape Tasks

Viewing and Printing Your Presentation • Using Layouts and Views • Viewing a Slide Show • Preparing Your Presentation • Printing Your Presentation

Adding the Finishing Touches • Research Tools • Using Themes and Backgrounds • Creating Slide Transitions • Creating Basic Animations • Creating Advanced Animations

Microsoft Office Powerpoint 2010 Advanced Overview This intensive hands-‐on one-‐day training course has been designed to provide delegates with a solid understanding of advanced PowerPoint tools and concepts in order to bring their ability to create powerful presentations to an expert level. Who Should Attend? Users with a good understanding of Microsoft PowerPoint 2007 or 2010 who want to expand on their capabilities in a short space of time. Delegates should have a good working knowledge and understanding of the concepts covered in the Introduction course. Course topics Managing PowerPoint Files

• Using Windows Explorer within PowerPoint • File Management Tools • Using Presentation Tools: Optimisation and

Compression • Using Presentation Tools: Inspection and

Checking Working with Pictures

• Inserting Pictures • Editing Pictures • Manipulating Pictures • Formatting Pictures • Managing Pictures

Adding Multimedia to a Presentation • Inserting Video Files • Editing Video Files • Inserting Audio Files

• Editing Audio Files Adding Tables Charts and Diagrams

• Inserting Tables • Editing Tables • Formatting Tables • Inserting Charts • Inserting SmartArt • Formatting SmartArt

Setting up Slide Masters • Creating a Slide Master • Using Placeholders • Using Slide Masters • Using Hand-‐out Masters • Using Notes Masters

Reviewing Presentations • Using Comments • Reviewing a Presentation

Creating Advanced Types of Shows • Setting up Your Show • Presenting Your Show • Creating a Custom Show • Advanced Presentation Techniques

Microsoft Office Word 2010 Introduction Overview This intensive one-‐day training course is designed to enable users to get to grips with the basic features of Microsoft Word 2010, including a thorough treatment of the new 'Ribbon' interface, introduced with Word 2007. It is entirely 'hands on', so delegates will get practice in using the software in a real life and practical way. Who Should Attend? The course is intended for new users of Microsoft Word 2010 who want to become productive in the shortest possible time. Course topics Getting Started With Word 2010

• Meeting Microsoft Office Word 2010 • Creating a Document • Navigating in Your Document • Doing More with Your Document • Working with Your Document • Getting Help in Word 2010

The Word 2010 Interface • Getting Acquainted • The Quick Access Toolbar • Tabs and Groups

Creating Documents • Creating a New Document • Selecting Text • Moving Text • Applying Advanced Text Effects

Doing More with Text

• Fonts on the Home Tab • The Font Dialog • Using Tabs • Paragraph Options

Viewing and Printing Your Document • Using Layouts and Views • Basic Viewing Tools • Advanced View Tools • Preparing Your Document • Printing a Document

Microsoft Office Word 2010 Intermediate Overview This intensive, hands-‐on one-‐day training course has been designed to give delegates a solid understanding of more advanced tools and concepts used in Word 2010, in order to increase their knowledge and productivity. Who Should Attend? Users with a basic understanding of Microsoft Office Word 2010 who want to consolidate and expand on their knowledge of the basic features in a short space of time. Delegates should have a good working knowledge and understanding of the concepts covered in the Introduction course. Course topics Managing Your Documents

• Using Windows Explorer within Word • Saving Your Files • Viewing Your Files

Using Formatting Tools • Working with Templates • Using Bullets and Numbering • Using the Paragraph Dialog • Using Delineation Tools • Working with Pages • Adding Hyperlinks

Creating Headers and Footers • Creating Basic Headers and Footers • Using the Header & Footer Tools – Design

Tab • Inserting Page Numbers • Doing More with Headers and Footers

Working with Pictures • Inserting Pictures • Editing Pictures • Doing More with Pictures • Formatting Pictures • Managing Pictures

Working with Shapes • Drawing Shapes • Working with Shapes • Working with Text and Shapes

• Advanced Shape Tasks

Performing a Mail Merge • Using the Mail Merge Wizard • Performing a Manual Mail Merge • Sending a Document Electronically

Microsoft Office Word 2010 Advanced Overview This intensive hands-‐on one-‐day training course has been designed to provide delegates with a solid understanding of advanced Word 2010 tools and concepts in order to increase their knowledge and productivity. Who Should Attend? Users with a good understanding of Microsoft Word 2010 who want to expand on their capabilities in a short space of time. Delegates should have a good working knowledge and understanding of the concepts covered in the Introduction and Intermediate courses. Course topics Managing and Reviewing Documents

• Using Comments • Tracking Changes • Combining Multiple Versions of Documents • Creating an Outline

Working with Reference Tools • Creating a Table of Contents • Creating References within a Document • Creating a Bibliography • Creating Index and Reference Tables • Creating References to Other Documents

Using Time Saving Tools • Using Language Tools • Inserting Pre-‐Defined Text • Using the Navigation Pane

Working with Advanced Graphics and Objects • Inserting Text Boxes • Inserting WordArt • Creating SmartArt • Editing SmartArt • Using Building Blocks and Quick Parts

Creating Tables • Inserting Tables • Editing Tables • Formatting Tables • Working with Table Data

Creating Equations and Charts • Working with Equations • Creating Charts • Formatting Charts • Analysing Chart Data

Registered in Scotland, SC 398335 Web: http://www.jblaa.co.uk Email: [email protected] Telephone: +44 (0) 131 208 2332

Date post:	30-Mar-2016
Category:	Documents
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