Winning with all your HEART
10 Days
·Cohort-based Course
If you want to save hundreds of hours a year, this is your course! Enhance your efficiency, accountability, communication, and leadership!
Winning with all your HEART
10 Days
·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
01
Real-world people across all functions at retail, restaurant, and multi-unit companies (not just overachievers)
02
Leaders who want to empower their teams with critical tools for success
03
Accountants and others looking for engaging and practical CPE credits
04
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.
Winning with all your HEART
Working efficiently is no longer a nice-to-have, it's a must-have, so you don't lose the will to live...
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
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)...
Maggie S.
Cyndi R.
Meet your instructor
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.
Course syllabus
01
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
02
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
03
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
04
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!
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
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
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
Jeff B.
Myles G.
Terry R.
Molly C.
PJ M.
Brian M.