Productivity and Project Management for Financial Pros

Automation can be incredibly helpful for saving time, improving accuracy, promoting effectiveness, and getting more value out of your workday. One of the best things a person can do is to invest time into automating their workday because it will help them to complete more work in the same period of time, reduce daily stress and provide better mental clarity. Automation can be permanent time savings for a person, once something is automated you always get that time back on a project.

This course will discuss the various tools, methods, apps, websites, and more that a person can use to help promote personal automation in both your personal and professional life. It will incorporate technologies such as integration platform as a service (iPaaS) tools, Amazon Alexa and Google Home, the Elgato Streamdeck, and more. Participants will learn methods that can help them save anywhere from a couple of hours to weeks of time.

In today’s fast-paced financial industry, effective project management is not just a skill—it’s a critical asset. This course is meticulously crafted for financial professionals who are eager to enhance their project oversight capabilities, streamline their workflows, and lead their teams to success with greater ease. Participants will dive into the world of Kanban and traditional project management, comparing and contrasting to find the best fit for their unique professional needs. With a focus on practical application, this program offers a comprehensive exploration of top-tier tools such as Trello, Planner, and Asana, ensuring attendees can immediately implement these solutions to benefit their operations.

Understanding the value of time and resource management in the financial sector, this course provides an array of productivity hacks, time-tracking solutions, and staff management strategies tailored for the nuances of finance. Whether working in public finance or within the industry, attendees will leave equipped with actionable insights to manage projects more effectively, foster a productive team environment, and leverage free and easy-to-use tools to their advantage. By participating in this program, financial professionals will not only learn to navigate the complexities of project management but will also gain the confidence to apply these methodologies to optimize their performance and drive their organizations forward. Join us to elevate your project management acumen and position yourself at the forefront of financial leadership.