Operational Integration with Trello, QuickBooks, and Google Workspace Training Course

This introductory course will provide participants with a first class and detailed working knowledge of the key financial markets, their purpose, function, main activities and their regulation. It is intended to be part refresher, part educational and part challenging so that all delegates will derive the maximum benefit from it. Feedback and discussion will be actively encouraged throughout the sessions which are intended to be interactive not just reactive and factual.

The primary function is to ensure that by completion, all course delegates will be much better equipped to deal with clients and their ongoing needs and to put into context the services and markets in which they are trading and participating.

This instructor-led, live training in South Africa (online or onsite) is aimed at cloud administrators, cloud architects, technology heads, and financial analysts who wish to record, manage, monitor, and process financial assets of an organization in the cloud.

By the end of this training, participants will be able to use FinOps practices in an organization to forecast costs, optimize processes, and perform financial management operations in the cloud.

This instructor-led, live training in South Africa (online or onsite) is aimed at engineers who wish to drive more business value with FinOps in building and supporting services for an organization.

By the end of this training, participants will be able to:

• Understand the principles of FinOps and relate them to the methodologies and disciplines in software engineering.
• Learn and understand the basic functions and responsibilities of a FinOps team.
• Know the responsibilities of engineering and operations team members in the FinOps functions.

This instructor-led, live training in South Africa (online or onsite) is aimed at intermediate-level finance professionals who wish to gain a comprehensive knowledge of FinOps principles and methodologies, including cloud financial management, optimization strategies, and collaboration among finance, engineering, and business teams.

By the end of this training, participants will be able to:

• Understand the FinOps framework, principles, and phases.
• Manage cloud costs effectively through data analysis and governance.
• Collaborate between finance, engineering, and business units to align cloud spend.
• Use FinOps tools for cost allocation, forecasting, and optimization.
• Prepare for the FinOps Certified FOCUS Analyst exam.

This instructor-led, live training in South Africa (online or onsite) is aimed at advanced-level cloud financial management professionals who wish to validate their expertise in financial operations (FinOps) related to cloud cost management.

By the end of this training, participants will be able to:

• Gain advanced knowledge required for the FinOps Certified Professional exam.
• Understand complex FinOps practices, including cost optimization, budget management, and reporting.
• Develop practical skills in applying FinOps strategies in real-world scenarios.
• Prepare for a successful completion of the FinOps Certified Professional exam.

The Introduction to Fixed Income training course is an overview of the fixed income securities designed for anyone seeking a solid understanding of fixed income securities and financial markets.

This instructor-led, live training in South Africa (online or onsite) is aimed at professionals who wish to learn more and enhance their knowledge about FinOps in preparation to take the FinOps Certified Practitioner certification exam.

By the end of this training, participants will be able to:

• Understand cloud usage and cost modeling, cost allocation, and resource planning.
• Understand the pillars of FinOps and their implementation in an organization.
• Learn how the organization works to define the pricing model goals and use historical data in making pricing model adjustments.
• Take the FinOps Certified Practitioner certification exam with confidence.

GnuCash is an open-source, cross-platform, double-entry accounting system designed for personal and small business finance management. It supports comprehensive accounting features including invoicing, expense tracking, reconciliation, and financial reporting. GnuCash integrates with online banking, supports multiple currencies, and allows exporting and importing in various data formats such as QIF, OFX, and CSV.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level business professionals who wish to manage and automate accounting, billing, and reporting processes using GnuCash effectively.

By the end of this training, participants will be able to:

• Install, configure, and customize GnuCash for business use.
• Set up business accounts and manage transactions using double-entry principles.
• Generate financial statements and reports for analysis and auditing.
• Integrate GnuCash with banks, external systems, and online data sources.
• Automate recurring transactions and manage multi-currency operations.

Format of the Course

• Interactive lecture and discussion.
• Practical exercises and real-world business examples.
• Hands-on configuration and data entry in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Structured Products

The purpose of the course is to provide delegates with an introduction to the Structured Products used in investment banking. On completion of the course all delegates will have a working knowledge of the subject and will be able answer

1. What are structured products?
2. Why issue them?
3. How do issuers and investors benefit?
4. How do you structure and price a range of derivative products?
5. What are the risks and costs of producing structured financial products?
6. What are embedded derivatives?
7. What are exotic options?
8. What are the pricing and hedging considerations?

This instructor-led, live training (onsite or remote) is aimed at accountants and bookkeepers who wish to use Xero for bookkeeping.

By the end of this training, participants will be able to:

• Get a real-time view of cashflow.
• Link bank accounts to Xero for bank reconciliation.
• Prepare and check VAT (Value Added Tax) returns in Xero.
• Create reports for sharing amongst team members.

This instructor-led, live training in South Africa (online or onsite) is aimed at beginner-level non-finance professionals who wish to have a foundational understanding of financial and accounting principles that are essential for effective decision-making in business.

By the end of this training, participants will be able to:

• Understand basic financial and accounting concepts that are essential for business decision-making.
• Interpret and analyze financial statements such as income statements, balance sheets, and cash flow statements.
• Apply key financial ratios to assess the financial health of a business.
• Develop and manage budgets and perform variance analysis to monitor business performance.
• Use break-even analysis to support operational and strategic decisions.

This instructor-led, live training in South Africa (online or onsite) is aimed at developers who wish to use Open Bank Project API to develop and test decentralized applications that can be integrated easily with digital banking systems.

By the end of this training, participants will be able to:

• Set up the necessary development environment to start developing applications with OBP API.
• Understand the Open Bank Project architecture, technology, and concepts.
• Learn how to use and customize OBP API to develop and build applications for banking.
• Explore the features, tools, APIs, and sandboxes in OBP.
• Implement security and integrations in OBP API connectors and adapters.

Why should you attend?

We live and work in an increasingly global market which offers opportunities at every turn which we need to take. However, with those opportunities come increased competition and most of the complexities remain in place. Knowing the best ways to find and select the most suitable and competitive price for your product or services is crucial to the success and growth of any business. The knowledge, techniques and strategies that you gain during our training will enable you to increase profitability and effectiveness of your business.

Turning theory into practice:

The purpose behind this 1-day training course is to simplify and explain the successful strategies of pricing. You’ll leave our event more confident and more positive to continue and expand your business. We will provide you with the strategies and the best practice examples to improve and expand your knowledge about pricing and to make your plans and targets come true.

Who should attend?

This course is designed for sales managers, marketing managers, product managers, account managers, pricing analysts & managing directors. This course is also vital for executives who are new to pricing or who have limited experience of the subject.

This instructor-led, live training in South Africa (online or onsite) is aimed at application consultants and business process owners who wish to learn how to configure business processes for SAP S/4 HANA financials module.

By the end of this training, participants will be able to:

• Understand the basic customizing settings in the main components of Financial Accounting with SAP S/4HANA.
• Configure the master data settings (G/L accounts, customer and vendor accounts) of FA with SAP S/4HANA.
• Configure document control, posting control, and financial document clearing settings of FA with SAP S/4HANA.