OFA 2017 Course Catalogue

Financial Statement Analysis (Classroom)Objective: How to analyze financial statements, particularly the lesser knowntechniques which are becoming more and more important in a world with multiplereporting standards. Other measures which must be taken into account to arrive at adetailed assessment of a company’s financial health will also be explained.Type: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: TBDReturn to Top Page | 51

Accounting Issue Analysis (Classroom)Objective: Walks through the process of identifying, researching and documenting anaccounting issue. Participants will examine an accounting issue where guidance exists,as well where there is no existing guidance.Type: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: TBDReturn to Top Page | 52

Advanced Googling for Accountants (Classroom)Objective: A concise overview of how accountants can exponentially improve theirGoogle search skills and scan the Internet with increased power, speed and confidence.Instead of searching like a Google zombie – type a word or two into the search box andhope for the best – practitioners will discover how to tap and unleash Google’senormous scanning capabilities and transform the platform into a backup brain, robotassistant and ambient sidekick. Even if participants have been Googling many yearsand think they’re search savvy, participants are guaranteed to learn new onlinediscovery strategies, techniques and tools that can be immediately applied and deliverinstant results at work, home and play.Type: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: TBDReturn to Top Page | 53

Professional Development

The Interview Series: The Conversation Continues (Classroom)Objective: An opportunity to have open and honest conversation about Oxford andOMERS, and express/ask any questions/concernsType: ClassroomRegister: See OMERS Learning and Development CalendarReturn to Top Page | 55

Critical Thinking (Classroom)Objective: How to ask relevant questions, synthesize data, determine implications andmake informed decisionsType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q2 2017!Return to Top Page | 56

Continuous Improvement (Classroom)Objective: Utilizing lean six sigma concepts to continuously improve our day to daywork and eliminate was in our process.Type: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q2 2017!Return to Top Page | 57

Professional Communications (Classroom)Objective: Learn business etiquette in communications, appropriate businesslanguage, and strategies for writing and speaking in the workplaceType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q3 2017!Return to Top Page | 58

Managing Up (Classroom)Objective: Strategies on how to manage up and across levelsType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q2 2017!Return to Top Page | 59

Managing Difficult Interactions (Classroom)Objective: Managing difficult interactions internally and externallyType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q3 2017!Return to Top Page | 60

Building Influencing Power (Classroom)Objective: Exploring ways to build influencing power in the workplaceType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q2 2017!Return to Top Page | 61

Managing with Impact – Offered by OMERS (Classroom)The information below provides an overview of the Managing with Impact workshopseries held by OMERS and the various opportunities in this program for Managers todevelop their skills.This is a great option to include as part of your development plans.Background:In 2015, we introduced you to the ‘Managing with Impact’ workshop series created byOMERS in response to feedback received that more professional development wasrequired at the Manager level.OMERS has developed a series of over 20+ enterprise wide workshops, each focusingon a specific workplace or professional challenge that Managers face.The purpose of these workshops is twofold:  to help develop your professional skills, in areas identified by yourselves and your Directors and;  To have an opportunity to network with other colleagues, enterprise wideA little while ago, all of our Accounting Managers and Directors were surveyed to zonein on what workshops would be most valuable for our people. With the feedback we Page | 62

received, we worked with OMERS on a recommended ‘schedule’ for all of you to attendprofessional development courses in 2016.Many of you attended these workshops-specifically, the following:  Coaching for Success  Managing Performance  Holding Effective Team Meetings  Giving and Receiving Feedback  Delegating ResponsiblyThe feedback we received from those that attended was that these workshops weregenerally a great use of your time, and the resources that you were able to take awayfrom the workshops were valuable tools for you to continuously draw on.Returning Workshops:OMERS will continue to hold these sessions in 2017, along with others as follows foryou to attend at your convenience, throughout the year:Building Trust | Prioritizing Your Time | Emotional Intelligence | Building Your Network |Developing Others| Leading Change| Problem Solving and Decision Making | Diversityand Inclusion | The Power of Influence |The Manager Mindset | Prioritizing Your Time |Listen Up!| Building and Leading Teams| Managing Difficult Conversations| Buildingyour Personal Brand| Managing Conflict in the Workplace| GROW: The OMERS CoachApproach| Staying the Course: Developing Perseverance and FlexibilityManaging with Impact Certification:There is a new certification program introduced in 2016 called the IMPACT CertificationProgram. The certification program includes attending all core workshops and 2electives selected by you based on your management needs from the Managing withImpact Curriculum. This Certification is a great way to round out your foundationalmanagement skills and receive a certification from OMERS.Core Workshops:  Building your Network  Emotional Intelligence  GROW: The OMERS Approach  Delegating Responsibly  Giving and Receiving Feedback  Building Your Personal Brand Page | 63

Elective Workshops: Choose from any of the available Managing with ImpactworkshopsCustomized Program for Accounting Managers:We will reassess appropriate courses and work with the OMERS team and our HRBusiness for 2017.Registering:To sign up for any of these courses, please go through the following process (it willrequire your Director to also approve):OxportMy TeamMy LearningMy Learning (left side column)BrowseCatalogueManaging with Impactsearch for the course you’d like to takesearch foravailable offeringsclick ‘Register’Yes, continue RegistrationMake sure that you register for the course(s) you’re interested in taking at least twoweeks in advance, as they can get full.Note: These sessions are optional, and are designed for your own professionaldevelopment. Please be mindful of work timelines before registering.Return to Top Page | 64

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Registration Guide

The Oxford Finance Academy Course Registration GuideThe Oxford Finance Academy Community Page on oxPort is your primary resource forinformation about learning and provides a window into all learning opportunities andresources available to you. Once you have navigated this resource, and selected thecourse you’d like to take, you will register for it using the ‘My Learning ‘system.This registration guide has been created to give you a step-by-step guide to registeringfor classroom and e-Learn courses.Access My Learning: 1. Go to oxPort on Internet Explorer and click on My Team. 2. Click on the tool icon beside your profile picture then click on My Learning. Page | 67

Register for a Course:Once you are in My Learning, you can use the following functions to register forcourses: 1- Learning and Development Calendar: register for classroom courses through the OMERS Learning and Development Calendar 2- Browse Catalogue: register for classroom courses and/or e-Learns through locating your desired course in the catalogue by subject areaLearning and Development Calendar (Classroom Course Registration): 1. Click Learning and Development Calendar (under the 4th orange button in My Learning) to open the OMERS Learning and Development Calendar Page | 68

2. Once the Calendar is opened, scroll through the months and locate the course you’re interested in taking. Note that The Oxford Finance Academy courses are coloured in grey. Click on the course offering you’d like to register for.3. You will be redirected to the course registration page. Click Register in the bottom right hand corner. Page | 69

4. Once you click Register you will be directed to the Registration Confirmation page.5. You will also receive a Registration confirmation email from My Team:Note: If you have any questions or concerns please email [email protected] ([email protected]). Page | 70

6. Within a few days of registering you will also receive an Outlook invite from [email protected] with course details.Browse Catalogue’ Course Registration (Classroom & e-Learn):1. Select Browse Catalogue from the My Learning home page. Page | 71

2. Search for a specific course by subject area within The Oxford Finance Academy section of the screen.3. Scroll through the list of available courses. When you’ve found the course or e- Learn you’re interested in taking, click Search Available Offerings. Don’t forget to check in the upper right hand corner for the next button so you can see all of the available courses. Note: If Search Available Offerings is black, the course is not yet available. Keep an eye out for courses as they continue to be made available throughout the year! Page | 72

4. E-Learn: If you’ve clicked Search Available Offerings on an e-Learn you will be directed to Launch Content to view it immediately. If you register and wish to take it at a later date you will find the e-Learn saved under your Current Learning which is located under your profile picture in My Learning on the right hand side. Note: A pop up window will appear at the bottom of your screen. Click Options For This Site and then click Always Allow. You may be directed back to the Home Screen the first time that you go through this process. If this happens, go to Current Learning to launch your e-Learn. Page | 73

Classroom Course: If you clicked Search Available Offerings on a classroomcourse you will be directed to dates the course is offered for in-person training.Find the date that best suits your schedule and click register.Note: You can only register for one offering (date) for a course. If you wish to change the date you’d like toattend a course, you can ‘drop’ the course and re-enroll. See FAQ’s for instructions on how to drop a course. Page | 74

5. Once you click ‘Register’ you will be directed to the Registration Confirmation page. 6. You will also receive a Registration Confirmation email from My Team:Note: If you have any questions or concerns please email [email protected] ([email protected]). Page | 75

7. Within a few days of registering you will receive an outlook invite from [email protected] with course details.Return to Top Page | 76

Frequently Asked QuestionsWhere can I find courses I’m registered in or courses I’ve completed?  You can see courses you’re registered in under Current Learning on the left hand side of the screen under your profile picture. Courses you’ve completed will be under Completed Learning.What happens if I register for an e-Learn and I can’t take it right away?  You can find courses you’re registered for both classroom and e-Learn under Current Learning. The classroom courses and e-Learns will be there until you complete them at which point they will move to your Completed Learning.How do I track my CPD credits?  All courses with CPD credits are verified learning. CPD credits are noted in every Oxford Finance Academy course description. See the CPA Requirements folder on The Oxford Finance Academy Community page for a sheet to help you track your credits. Page | 77

How will any changes to a classroom offering be communicated?  Once you’ve registered for a course, you will receive an outlook invite with details for that course. If there are any changes to date, time or location of the course, they will be communicated through updates to the outlook invite.How can I drop a course?  Go to Current Learning under your profile picture; find the course you want to drop. 1) Hover your mouse over the button that says More Actions then click on Drop. Page | 78

2) Click Drop at the bottom of the screen.3) You will be asked in input a reason for dropping the course. Once you press savethe screen goes back to your Current Learning and the course will no longer be there.What courses are available now and what’s coming?  Please refer to The Oxford Finance Academy 2016 Course Catalogue for all courses both classroom and e-Learn available in 2016.If you have any further questions please email us at [email protected] we’ll be happy to help you navigate your learning!Return to Top Page | 79



Next Steps:1. You can attend courses and provide feedback to help develop our program to continuously meet your learning needs.2. You can share your technical knowledge and help develop course material by becoming a content developer (contact [email protected])3. You can practice and develop your leadership and facilitation skills by becoming a program facilitator (contact [email protected])Return to Top Page | 81