Winning with all your HEART

2 Weeks


Cohort-based Course

If you want to save hundreds of hours a year, this is your course! Enhance your efficiency, accountability, communication, and leadership!

Course overview

There's so much to do, and so little time...and no one wants to own it.

Do you or your team:

❓Make errors because work is so repetitive, disengaging, or voluminous?

❓Succumb to the SALY method (same as last year) because there's no time for improvement?

❓Ever say "that's not my job" or listen to excuse after excuse for not executing?

❓Spend hours a day shuffling through messages and sitting through pointless meetings?

❓Struggle to retain, recruit, and train productive team members?

❓Find yourself going through the motions with no passion or purpose to your work?

If you answered "No" to all of these questions, you rock! You can close this page.

But if you shrugged yes at least one and want to do your best work with next-level efficiency, accountability, communication, and leadership

Then read on!

Who will win from this course


Real-world people across all functions at retail, restaurant, and multi-unit companies (not just overachievers)


Leaders who want to empower their teams with critical tools for success


Accountants and others looking for engaging and practical CPE credits


Anyone who wants to enhance their efficiency, accountability, communication, and leadership

How you will win from this course

Work more efficiently - save significant time on your tasks (see the potential ROI below)
  • Apply an efficiency mindset - think once, apply often, refine when needed
  • Work on more things that matter, justifying a raise or promotion
Work with more accountability - collaborate like never before
  • Apply the proven steps to accountability
  • Grow yourself and others, putting valuable feedback in action
Communicate better than ever - more clearly and quickly
  • Communicate the right way to the right people to get things done
  • Templatize the ordinary so you can focus on the extraordinary tasks
Become an awesome leader - even if you don't manage a team
  • Lead by example and inspire others while you do it
  • Better leverage mentors to quickly apply years of wisdom
Bonus: Checklists for each course topic
  • Get a detailed 12-month checklist for each topic to focus on improving efficiency, accountability, communication, and leadership in small, practical chunks
SUPER BONUS: get a complimentary XLEV8 Excel add-in license ($200 value)
  • Exclusive to the first cohort - don't miss out!
  • The XLEV8 Excel add-in has 350+ macros that make Excel easier and faster, saving you several hours a week on common tasks.
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Working efficiently is no longer a nice-to-have, it's a must-have, so you don't lose the will to live...

The ROI of cohort-based training

The ROI of cohort-based training

Training saves time for yourself and others

The more you share, the more you elevate everyone around you.

Most people save 5+ hours a a week

  • That's a payback period of less than 3 weeks (chart on the left)! What wouldn't you invest in with that kind of a return?
  • Even if you just save an hour a week, your payback period is less than 3 months.

Use our ROI calculator to fine-tune your individual scenario

What people are saying (more below)...

        Derek has the heart of a teacher. He successfully taught my team practical and realistic ways to work more efficiently. He's a very creative thinker and understands how even the smallest efficiency gains add up to huge improvements. I highly recommend leveraging Derek for learning how to work more efficiently and get the best out of your team!
Maggie S.

Maggie S.

        PASSION! That is the best way to describe Derek. He goes above and beyond every day, constantly challenging the norm and striving to work more efficiently. He's a great teacher and mentor. He's always willing to share his knowledge to help and inspire others to get better. I'm so excited for Derek to help everyone with this course!
Cyndi R.

Cyndi R.

Principal Solutions Consultant

Meet your instructor

Derek Henry, CPA, CFE

Derek Henry, CPA, CFE

Owner - Excelevate Consulting, LLC and BlackLine Practice Director - Sum Theory, Inc.

All throughout my career I've challenged myself and others to work more efficiently and with more purpose out of necessity. I've led over 1,000 presentations showing people how they can cross the bridge from frustration and stress to elation and confidence, with a clear path to success. Through this course, you can too!

My mission is to help a lot of people save a lot of time by educating, enlightening, entertaining, and empowering, and that's exactly how I've designed this course.

My core values are Hospitality, Efficiency, Accountability, Resourcefulness, and Tenacity, (that's where HEART comes from!) and these are woven all throughout the course.

I started my career spending 5 years as an auditor in public accounting, then spent the next 11 years in various accounting and financial reporting leadership roles where I was often forced to field several jobs at once. My career shifted to pre-sales/consulting over the last 4 years, where I found my passion for presenting. I've won several major awards, mainly from communicating in a simple and relatable way and taking the time to understand what people need.

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Course syllabus


Elevating your HEART rate: Efficiency 101

  • Understand efficiency and why it is so important
  • Learn the habits of highly efficient people
  • Learn the power of using shortcuts
  • Learn tips and tricks for improving efficiency


Cross your HEART: Accountability 101

  • Understand accountability and why it is so important
  • Learn the steps to accountability
  • Learn the habits of highly accountable people
  • Learn the power of feedback


Speak from your HEART: Communication 101

  • Understand why communication is so important
  • Learn the habits of great communicators
  • Learn tips and tricks for communicating efficiently
  • Learn other communication thoughts around structuring teams, meetings, and learning new languages


Lead from your HEART: Leadership 101

  • Understand leadership and why it is so important
  • Learn the habits of great leaders
  • Learn how and why to build strong relationships, including mentoring
  • Learn other thoughts on managing a team

Get reimbursed from your employer!

Get reimbursed from your employer!

Use your company's training and development budget

Most companies have a training and development budget and it often goes unused! Because you'll learn valuables to apply to your job, it's extremely common for students to receive employer reimbursement.

Leverage our reimbursement template

We did the heavy lifting and drafted an email for you listing the course benefits to make it easy to ask your manager for reimbursement approval.

Your investment is risk-free

Your investment is risk-free

Guaranteed quality content

If you attend the sessions, actively participate, and still don’t find the course valuable, we’ll happily refund your full payment until 7 days after the course ends.

Course schedule

4-6 hours per week
  • Mondays & Wednesdays

    12:00pm - 2:00pm CST

    4 x 2-hour-long workshops and two optional Q&A sessions.

  • Minimal homework

    5-15 minutes per session

    Apply content right away to reinforce what you've learned.

  • Have to miss a session?

    They're all recorded

    Catch up with recordings - or watch them later as a refresher. All materials and resources will be available in the student course portal.

Learning is exponentially better with cohorts

Learning is exponentially better with cohorts

Active hands-on learning

This course has dynamic, practical content and builds on live, interactive discussion.

Interactive and activity-based

You’ll be interacting with other learners through breakout room activities.

Learn with a cohort of peers

Join a community of like-minded people who want to learn and grow alongside you. Make connections that often last a lifetime!

Tools, cheatsheets, and checklists

You'll walk away not just with knowledge, but the resources you need to support and reinforce your learning.

More testimonials

        I can always count on Derek to help me figure out the easiest way to solve complex problems. He's creative, engaging, and dedicated, and has so many great insights to share. Looking forward to having my team attend your courses to set them up for success!
Jeff B.

Jeff B.

VP of Accounting
        Derek's philosophy on servant leadership, accountability, and effective communication transformed my career from reserved accountant to effective sales consultant in the matter of a year. He is impassioned at bringing up those around him and I have utmost confidence that this course will bring that same knowledge to others!
Myles G.

Myles G.

Solutions Consultant
        Derek provides passion and unmatched credibility in everything he does, even as he takes on new challenges amid shifting priorities. Once when he was new to a role, he jumped in at the last minute to host a 200-attendee training session with no warning. Sharing success stories, humor, and real-world insights kept them captivated and wanting more!
Terry R.

Terry R.

Owner - Reddington Solutions
        Derek has been so great to work with. He's taught me so things about working smarter and communicating effectively. He's the perfect one to lead a course like this teaching his endless insights on such impactful topics. You'll be entertained as much as you'll be educated. Bring on the dad jokes!
Molly C.

Molly C.

Senior Solutions Consultant
        Derek has been one of the most impactful people I've worked in my career. His ability to communicate and connect with people - sharing valuable insights and simplifying complex topics - is a major contributor to his success...and mine. He's a walking time hack (that's a big compliment) and it's well worth checking out anything he has to share.


Account Executive
        Derek is a continuous learner. He serves from the heart and wants himself and those around him to succeed in whatever their passion is. Derek is relentless in the pursuit of efficiency in all aspects of life. You're guaranteed to learn something new from Derek and be able to apply it to your daily life.
Brian M.

Brian M.

Pre-sales Manager

Frequently Asked Questions

Can I get reimbursed by my company?
What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
What’s the refund policy?
Are group discounts available?
Will there be a community attached to this course?
How long can I access the content?
Does this course qualify for CPE and will I receive a certificate?
What is the cancellation policy?
What if I have more questions?
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Be the first to know about upcoming cohorts

Winning with all your HEART


Bulk purchases