Technical Skills:
Accounting:
- GAAP, GASB, SAS, and APB Opinions
- Implementation of Sarbanes-Oxley Act theory and practices
- Practitioners Publishing Company (PPC) Guide to Audits for Non-Profits, Governmental, Single-Audits, HUD-Projects, Small Corporations
- Edward Jones US Master Tax Guide
- RIA Online tax research
Systems:
- PeopleSoft Project Costing & Expense Tracking
- Cognos Business Intelligence Application
- SAP integration (CO module for R/3)
- Millennium Data Systems
- Millennium Software Systems
- Pro Care Software V3
- Shelby Church Systems V5.0/2000 with Microsoft SQL 7.0
- QuickBooks V5.0/2000 Pro
- Peachtree V2000
- LaCerte Tax Software
- Ultra Tax Software
- Creative Solutions Accounting
- Blue Ridge Integrated Construction System (BRICS)
- Kiplinger’s Tax Software
Productivity:
- Microsoft Office 2003, 2007 PE at intermediate level (Word, PowerPoint, Excel, Access, Outlook)
- Microsoft Office 2010 Beta Testing (Marriott International)
- Lotus Notes
- ACT 6.0!
Operation Systems:
- Windows Server Applications (2000 and NT 4.0)
- Windows XP, 98
- Internet Explorer and Search Engines
- MS Exchange Server (2000)
- Sonic Firewall operations
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Noteworthy books
Books read:
- One Small Step Can Change Your Life: The Kaizen Way – Rober Maurer
- Switch – Chip Heath and Dan Heath
- The 21 Qualities Indispensable Qualities of a Leader – John Maxwell
- Strength-Based Leadership – Tom Rath and Barry Conchie
- PeopleSmart – Developing Your Interpersonal Intelligence – Mel Silberman & Freda Hansburg
- Strengthsfinder 2.0 – Tom Rath
- Whale Done! – Ken Blanchard
- Getting Things Done Now – Larry Koeing
- Change Is Like A Slinky – Hans Finzel
- The World Is Flat – Thomas Friedman
- How to Comply with Sarbanes-Oxley Section 404: Assessing the Effectiveness of Internal Control – Michael Ramos
- Failing Forward – Dr. John Maxwell
- Developing the Leader Within You (Video Series) – Dr. John Maxwell
- Developing the Leaders Around You – Dr. John Maxwell
- The 21 Irrefutable Laws of Leadership – Dr. John Maxwell
- The Power of Influence – Dr. John Maxwell
- Seven Habits of Highly Effective People – Stephen Covey
- 10 Natural Laws of Successful Time and Life Management – Hyrum Smith
- How to Argue and Win Every Time – Gerry Spence
- Motivating and Managing Today's Volunteers: How to Build and Lead a Terrific Team (Self-Counsel) – Flora MacLeod
- Leadership Lessons of Jesus – Briner & Pritchard
- Target Training International, Ltd – personal assessment evaluations
- The Purpose Driven Church – Rick Warren
- Rediscovering Church – Lynne Hybels
- Habits of Highly Effective Churches – George Barna
- Analyzed Saddleback Community Church and Willow Creek Community Church small group structure – strongest and fastest growing religious organizations
- The 7 Habits Of Highly Effective People – Stephen R. Covey
- How to Win Friends and Influence People – Dale Carnegie
- Who Moved My Cheese? – Spencer Johnson, M.D.
- What Color Is Your Parachute? – Richard N. Bolles
- Zig Zigglar ‘Life Lifters’ – Zig Zigglar
- Fish – A Remarkable Way to Boost Morale and Improve Results – Stephen C. Lundin, PhD, Harry Paul, and John Christensen
- How to Become CEO: The Rules for Rising to the Top of Any Organization – Jeffery J. Fox
- The One Minute Sales Person – Spencer Johnson, M.D.
Books to read in the near future:
- The Leadership Secrets of Colin Powell – Oren Harai
- Good to Great – Jim Collins (Re-read)
- The Mind of Strategist – Kenichi Ohmae
- Leadership – Rudolph W. Giuliani
- K-Mart’s 10 Deadly Sins – Marcia Layton Turner
- The Toyota Way – Jeffrey K. Likes
- Jack: Straight from the Gut – Jack Welch
- Life Matters – A. Roger Merrill, Rebecca R. Merrill
- What Is Transparency – Richard Oliver
- Top Performance – Zig Ziglar
- Trend Watching – Ron Insana
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Business Training and Certifications
Advanced training and education is the key to either becoming a victim of change or being a change agent in the market place. Facilitating change requires the change agent to be knowledgeable of both the internal and external environments. To reflect that analysis, is a listing of topics, CPE topic requirements, and special interest sections.
Technology & Professional Developments
- Marriott International (2007)
- Sams Teach Yourself SQL in 10 Minutes
- Change Management
- Conflict Management
- Marriott Business Services Supervisor Development Program
- Marriott Business Services Train the Trainer Level 1
- PeopleSoft nVision
- PeopleSoft Allocations
- PeopleSoft Finance Training
- PeopleSoft Project Costing
- Cognos
- Kimberly Clark (2006)
- SAP Training – Controlling Module for inventory, standard costing, and month-end cost collections
- Robert Half & Associates/Accountemps (2005)
- SAP R/3 Release 4.6 Fundamentals
- Using SAP R/3 Release 4.6
- Navigating SAP R/3 Release 4.6
- Sarbanes Oxley
- Fundamentals of E-commerce
- CompUSA (2004)
- The Sales Star – Buyer Approved Selling
- Printers – Epson, Cannon, HP, Oki, Samsung
- PDAs – HP, SONY, Palm Piliot
- Monitors – Sony
- Laptops – Toshiba, Sony, HP, HP Built to Order
- PCs – HP Multimedia Centers, Sony Entertainment Systems
- Software – Microsoft Knowledge Certification of Windows
John C. Maxwell Monthly Leadership Mentor Series
- Applicable and Noteworthy topics
- “2003 Catalyst Conference – Leaders: Inside Out”
- “Why the Best Leaders are the Best Leaders”
- “Thinking Like a War General”
- “Leading Where No One Has Gone Before”
- “The Tests of Timing”
- “Making Good Decisions Better”
- “Whatever It Takes: The Keys to Unlocking a Can-do Attitude”
- “Leadership Pictures”
- “How To Overcome the Six Temptations of Successful Organizations”
- “Growing Yourself, Growing Others, Growing Together”
- “Becoming a Leader – Communicator”
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