81 Balance courses in Birmingham

Our Forensic Accounting Course is designed to help investment analysts detect earnings manipulation. It focuses on creative accounting rather than conducting detailed forensic analysis but we explain the tools short sellers employ to detect fraud and some of the techniques we used at hedge funds to identify short opportunities.

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Meetings are a traditional and essential component of local government. For both elected members and officers, meetings serve as a forum for discussion and agreement, planning and monitoring, communication and leadership, and decision-making. Used appropriately, meetings can challenge, inspire, illuminate and inform. And while they are not the only meetings that elected members will be asked to attend, committee meetings, in particular, are a mainstay of the political management process. Effective chairing is important because it can provide clear leadership and direction, ensure that debates are focused and balanced, enable decisions to be reached and ensure that resources are used to best effect. This two-hour 'masterclass'-style workshop will help elected members to understand their role, offer some approaches and ideas that will help to tackle typical challenges, and help to generally improve their effectiveness as a chair. * To understand the skills and qualities of a good chair * To learn ideas and approaches for chairing a successful meeting that is on time and achieves its outcomes * To understand the protocols and boundaries for appropriate meeting etiquette and the chair's role in managing this effectively * To appreciate how to manage yourself and others appropriately * To take away personal actions to apply to your role 1 WELCOME AND INTRODUCTIONS * Objectives * What's the challenge for you? 2 WE CAN'T GO ON MEETING LIKE THIS * Common meeting challenges for chairs and why they succeed or fail * Consequences and impact for the Council * What's the context? 3 ROLES AND RESPONSIBILITIES OF AN EFFECTIVE CHAIR * Activities and input that explore the role, skills and qualities needed * Role of the chair: what is it and how to do it well 4 CHAIRING FOR SUCCESS - IDEAS AND APPROACHES TO MEET THE CHALLENGES * Managing time and boundaries * Preparation and planning * Creating the right environment * Self-management * Challenging personalities and good meeting behaviour 5 FINAL PLENARY SESSION * What's your plan? Take away actions

This course is designed for those already using Power BI Desktop and are ready to work with more comprehensive elements of analysing and reporting in Power BI. The course maintains a balanced look at data analysis including the Power Query Editor, with a deep dive into writing DAX formulas, and enhanced dashboard visualisations. The aim of this course is to provide a more complete understanding of the whole Power BI analytics process, by working with business examples that will equip you with the necessary skills to output comprehensive reports and explore Power BI's analytical capabilities in more depth. 1 THE QUERY EDITOR * Grouping rows in a table * Split row by delimiter * Add days to determine deadlines * The query editor 2 FUZZY MATCHING JOINS * Matching inconsistencies by percentage * Matching with transformation table 3 THE QUERY EDITOR M FUNCTIONS * Adding custom columns * Creating an IF function * Nested AND logics in an IF function 4 DAX NEW COLUMNS FUNCTIONS * Including TRUE with SWITCH * Using multiple conditions * The FIND DAX function * The IF DAX function * Logical functions IF, AND, OR 5 EDITING DAX MEASURES * Making DAX easier to read * Add comments to a measure * Using quick measures 6 THE ANATOMY OF CALCULATE * Understanding CALCULATE filters * Add context to CALCULATE with FILTER * Using CALCULATE with a threshold 7 THE ALL MEASURE * Anatomy of ALL * Create an ALL measure * Using ALL as a filter * Use ALL for percentages 8 DAX ITERATORS * Anatomy of iterators * A closer look at SUMX * Using RELATED with SUMX * Create a RANKX * RANKX with ALL 9 DATE AND TIME FUNCTIONS * Overview of functions * Create a DATEDIFF function 10 TIME INTELLIGENT MEASURES * Compare historical monthly data * Create a DATEADD measure * Creating cumulative totals * Creating cumulative measures * Visualising cumulative totals 11 VISUALISATIONS IN-DEPTH * Utilising report themes * Applying static filters * Group data using lists * Group numbers using bins * Creating heatmaps * Comparing proportions * View trends with sparklines 12 COMPARING VARIABLES * Visualising trendlines as KPI * Forecasting with trendlines * Creating a scatter plot * Creating dynamic labels * Customised visualisation tooltips * Export reports to SharePoint

This course starts with the basics then moves seamlessly to an intermediate level. It includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to use the online Power BI service. It looks at authoring tools that enables you to connect to and transform data from a variety of sources, allowing you to produce dynamic reports using a library of visualisations. Once you have those reports, the course looks at the seamless process of sharing those with your colleagues by publishing to the online Power BI service. The aim of this course is to provide a strong understanding of the Power BI analysis process, by working with real-world examples that will equip you with the necessary skills to start applying your knowledge straight away. 1 GETTING STARTED * The Power BI process * Launching Power BI Desktop * The four views of Power BI * Dashboard visuals 2 CONNECTING TO FILES * Connect to data sources * Connect to an Excel file * Connect to a CSV file * Connect to a database * Import vs. DirectQuery * Connect to a web source * Create a data table 3 TRANSFORMING DATA * The process of cleaning data * Column data types * Remove rows with filters * Add a custom column * Append data to a table * Fix error issues * Basic maths operations 4 BUILD A DATA MODEL * Table relationships * Manage table relationships 5 MERGE QUERIES * Table join kinds * Merging tables 6 CREATE REPORT VISUALISATIONS * Creating map visuals * Formatting maps * Creating chart visuals * Formatting chart * Tables, matrixes, and cards * Control formatting with themes * Filter reports with slicers * Reports for mobile devices * Custom online visuals * Export report data to Excel 7 THE POWER QUERY EDITOR * Fill data up and down * Split columns by delimiter * Add conditional columns * Merging columns 8 THE M FORMULA * Creating M functions * Create an IF function * Create a query group 9 PIVOT AND UNPIVOT TABLES * Pivot tables in the query editor * Pivot and append tables * Pivot but don't summarise * Unpivot tables * Append mismatched headers 10 DATA MODELLING REVISITED * Data model relationships * Mark a calendar as a date table 11 INTRODUCTION TO CALCULATED COLUMNS * New columns vs. measures * Creating a new column calculation * The SWITCH function 12 INTRODUCTION TO DAX MEASURES * Common measure categories * The SUM measure * Adding measures to visuals * COUNTROWS and DISINCTCOUNT functions * DAX rules 13 THE CALCULATE MEASURE * The syntax of CALCULATE * Things of note about CALCULATE 14 THE SUMX MEASURE * The SUMX measure * X iterator functions * Anatomy of SUMX 15 INTRODUCTION TO TIME INTELLIGENCE * Importance of a calendar table * A special lookup table * The TOTALYTD measure * Change year end in TOTALYTD 16 HIERARCHY, GROUPS AND FORMATTING * Create a hierarchy to drill data * Compare data in groups * Add conditional formatting 17 SHARE REPORTS ON THE WEB * Publish to the BI online service * Get quick insights * Upload reports from BI service * Exporting report data * What is Q&A? * Sharing your reports 18 APPLY YOUR LEARNING * Post training recap lesson

There is a lot to learn in Power BI, this course takes a comprehensive look at the fundamentals of analysing data and includes a balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to utilise the online Power BI service. It looks at authoring tools that enable you to connect to and transform data from a variety of sources, allowing you to produce detailed reports through a range of visualisations, in an interactive and dynamic way. It also includes a detailed look at formulas by writing both M functions in Power Query, and DAX functions in Desktop view. This knowledge will allow you to take your reports to the next level. The aim of this course is to provide a complete introduction to understanding the Power BI analysis process, by working hands-on with examples that will equip you with the necessary skills to start applying your learning straight away. 1 GETTING STARTED * The Power BI ecosystem * Opening Power BI Desktop * Power BI's four views * Introduction to Dashboards 2 IMPORTING FILES * Importing data sources * Importing an Excel file * Importing a CSV file * Importing a database * Connect to an SQL Server Database * Import vs. Direct Query * Importing from the web * Importing a folder of files * Managing file connections 3 SHAPE DATA IN THE QUERY EDITOR * The process of shaping data * Managing data types * Keeping and removing rows * Add a custom column * Appending tables together * Hiding queries in reports * Fixing error issues * Basic maths operations 4 THE DATA MODEL * Table relationships * Relationship properties 5 MERGE QUERIES * Table join kinds * Merging tables 6 INSERTING DASHBOARD VISUALS * Things to keep in mind * Inserting maps * Formatting Maps * Inserting charts * Formatting Charts * Inserting a tree map * Inserting a table, matrix, and card * Controlling number formats * About report themes * Highlighting key points * Filter reports with slicers * Sync slicers across dashboards * Custom web visuals 7 PUBLISH AND SHARE REPORTS * Publishing to Power BI service * Editing online reports * Pinning visuals to a dashboard * What is Q&A? * Sharing dashboards * Exporting reports to PowerPoint * Exporting reports as PDF files 8 THE POWER QUERY EDITOR * Fill data up and down * Split column by delimiter * Add a conditional column * More custom columns * Merging columns 9 THE M FUNCTIONS * Inserting text functions * Insert an IF function * Create a query group 10 PIVOTING TABLES * Pivot a table * Pivot and append tables * Pivot but don't aggregate * Unpivot tables * Append mismatched headers 11 DATA MODELLING EXPANDED * Understanding relationships * Mark a date table 12 DAX NEW COLUMNS * New columns and measures * New column calculations * Insert a SWITCH function 13 INTRODUCTION TO DAX MEASURES * Common measure functions * Insert a SUM function * Insert a COUNTROWS function * Insert a DISTINCTCOUNT function * Insert a DIVIDE function * DAX rules 14 THE CALCULATE MEASURE * The syntax of CALCULATE * Insert a CALCULATE function * Control field summarisation * Things of note 15 THE SUMX MEASURE * X iterator functions * Anatomy of SUMX * Insert a SUMX function * When to use X functions 16 TIME INTELLIGENCE MEASURES * Importance of a calendar table * Insert a TOTALYTD function * Change financial year end date * Comparing historical data * Insert a DATEADD function 17 HIERARCHIES AND GROUPS * Mine data using hierarchies * Compare data in groups

This five-day programme empowers participants with the skills and knowledge to understand and effectively apply best practice commercial and contracting principles and techniques, ensuring better contractor performance and greater value add. This is an assessed programme, leading to the International Association for Contracts & Commercial Management (IACCM)'s coveted Contract and Commercial Management Practitioner (CCMP) qualification. By the end of this comprehensive programme the participants will be able to: * Develop robust contracting plans, including scopes of work and award strategies * Undertake early market engagements to maximise competition * Conduct effective contracting and commercial management activities, including ITT, RFP, negotiated outcomes * Understand the legalities of contract and commercial management * Negotiate effectively with key stakeholders and clients, making use of the key skills of persuading and influencing to optimise outcomes * Undertake effective Supplier Relationship Management * Appreciate the implications of national and organisational culture on contracting and commercial activities * Appreciate professional contract management standards * Set up and maintain contract and commercial management governance systems * Take a proactive, collaborative, and agile approach to managing commercial contracts * Develop and monitor appropriate and robust KPIs and SLAs to manage the contractor and facilitate improved contractor performance * Appreciate the cross-functional nature of contract management * Collaborate with clients to deliver sustainable performance and to manage and exceed client expectations * Understand the roles and responsibilities of contract and commercial managers * Use effective contractor selection and award methods and models (including the 10Cs model) and use these models to prepare robust propositions to clients * Make effective use of lessons learned to promote improvements from less than optimal outcomes, using appropriate templates * Effectively manage the process of change, claims, variations, and dispute resolution * Develop and present robust propositions * Make appropriate use of best practice contract and commercial management tools, techniques, and templates DAY ONE 1 INTRODUCTION * Aims * Objectives * KPIs * Learning strategies * Plan for the programme 2 THE CONTRACTING CONTEXT * Key objectives of contract management * Importance and impact on the business 3 CRITICAL SUCCESS FACTORS * Essential features of professional commercial and contract management and administration * The 6-step model 4 PUTTING THE 'MANAGEMENT' INTO COMMERCIAL AND CONTRACT MANAGEMENT * Traditional v 'new age' models * The need for a commercial approach * The added value generated 5 DEFINITIONS * 'Commercial management' * 'Contract management' * 'Contracting' * ... and why have formal contracts? 6 STAKEHOLDERS * Stakeholder mapping and analysis * The 'shared vision' concept * Engaging with key functions, eg, HSE, finance, operations 7 ROLES AND RESPONSIBILITIES * Contract administrators * Stakeholders 8 STRATEGY AND PLANNING * Developing effective contracting plans and strategies DAY TWO 1 CONTRACT CONTROL * Tools and techniques, including CPA and Gantt charts * A project management approach * Developing effective contract programmes 2 THE CONTRACTING CONTEXT * Key objectives of contract management * Importance and impact on the business 3 TENDERING * Overview of the contracting cycle * Requirement to tender * Methods * Rationale * Exceptions * Steps * Gateways * Controls * One and two package bids 4 TENDER ASSESSMENT AND CONTRACT AWARD I - FRAMEWORK * Tender board procedures * Role of the tender board (including minor and major tender boards) * Membership * Administration * Developing robust contract award strategies and presentations DAY THREE 1 TENDER ASSESSMENT AND CONTRACT AWARD II - PROCESSES * Pre-qualification processes * CRS * Vendor registration rules and processes * Creating bidder lists * Disqualification criteria * Short-listing * Using the 10Cs model * Contract award and contract execution processes 2 MINOR WORKS ORDERS * Process * Need for competition * Role and purpose * Controls * Risks 3 CONTRACT STRATEGY * Types of contract * Call-offs * Framework agreements * Price agreements * Supply agreements 4 CONTRACT TERMS I: PRICING STRUCTURES * Lump sum * Unit price * Cost plus * Time and materials * Alternative methods * Target cost * Gain share contracts * Advance payments * Price escalation clauses 5 CONTRACT TERMS II: OTHER FINANCIAL CLAUSES * Insurance * Currencies * Parent body guarantees * Tender bonds * Performance bonds * Retentions * Sub-contracting * Termination * Invoicing 6 CONTRACT TERMS III: RISK AND REWARD * Incentive contracts * Management and mitigation of contractual risk DAY FOUR 1 CONTRACT TERMS IV: JURISDICTION AND RELATED MATTERS * Applicable laws and regulations * Registration * Commercial registry * Commercial agencies 2 MANAGING THE CLIENT-CONTRACTOR RELATIONSHIP * Types of relationship * Driving forces * Link between type of contract and style of relationships * Motivation - use of incentives and remedies 3 DISPUTES * Types of dispute * Conflict resolution strategies * Negotiation * Mediation * Arbitration DAY FIVE 1 PERFORMANCE MEASUREMENT * KPIs * Benchmarking * Cost controls * Validity of savings * Balanced scorecards * Using the KPI template 2 PERSONAL QUALITIES OF THE CONTRACT MANAGER * Negotiation * Communication * Persuasion and influencing * Working in a matrix environment 3 CONTRACT TERMS V: DRAFTING SKILLS * Drafting special terms 4 VARIATIONS * Contract and works variation orders * Causes of variations * Risk management * Controls * Prevention * Negotiation with contractors 5 CLAIMS * Claims management processes * Controls * Risk mitigation * Schedules of rates 6 CLOSE-OUT * Contract close-out and acceptance / completion * HSE * Final payments * Performance evaluation * Capturing the learning 7 CLOSE * Review * Final assessment * Next steps