Academy of Moore Polska – trainings

Our Academy is training and courses and webinars in the field:

➡️ finance, financial analysis, accounting and controlling,

➡️   Lean Accounting,

➡️ taxes and reporting, including ESG.

Our training is aimed at both financiers and non-financiers.

Moore Academy Poland is also a selective choice of professional development programs, as well as soft skills. We also offer training and courses and webinars on the ABCs of management & essential soft skills for financial departments, auditors, owners and employees of accounting offices.

Academy of Moore Polska 

See what our training project can offer you 
EXPERTS 

We know what we are doing and we know how to do it and we like to share our knowledge. We teach about what we have achieved perfection in.

EXPERIENCE 

We have more than 30 years of experience in the accounting, auditing, human resources and payroll, as well as tax, legal and business consulting industries.

DEVELOPMENT 

This is the highest value for us - we believe in the idea of continuous improvement and want to help others do so.

SUPPORT 

We stay in touch with you - we can arrange individual consultations and even work together after training.

We know what is important!

We offer open and closed-door training in both classroom and online formats, as well as webinars.

Finance and accounting

Lean Accounting

Tax and reporting including ESG.

Meetings for accountants, financiers and non-financiers

Soft skills development programs ABC of management essential soft skills for finance departments and accounting offices

We train in the WHOLE of Poland - we will come to the place indicated by you! 

We ourselves have four convenient locations and comfortable training rooms in our offices and we also train online! 
We invite you to a conference room in the very center of Bielsko-Biala, at 12 Michalowicza Street, where we can prepare meetings for up to 12 people. 

In the geographic middle of Gdansk, at 1 Starodworska Street, we invite you to a comfortable space where we can meet in a group of 10 people.

In the beautiful city of Poznan, at 6 Główna Street, we have prepared for you a spacious conference room, mixing 40 people. 
We invite you to the capital, at 87 Grzybowska Street, to the modern Concept Tower space, where we initiate intimate meetings. 
zdjęcia-
We also conduct online meetings (via Zoom or ClickMeeting apps, which you don’t have to download to your device). So you can expand your knowledge with us from anywhere in Poslce! 

Academy of Moore Polska
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Tailor-made training courses 

Do you need something more? See who we can organize closed-door training for and share our years of practical experience!

We can organize closed-door training for:

for finance department employees

for employees of accounting departments

for employees of the accounting office

for Top Managers

for Members of Management and Supervisory Boards

OPTIMAlnie

How to slim down and streamline processes in finance departments and accounting offices? Reclaim your precious time. Start by optimizing your work in Comarch ERP OPTIMA. Improving work in the OPTIMA system.

Introduction to Lean Accounting Training of an instructional and workshop nature carried out for closed groups in the formula of on line and stationary.

If you or your accounting team are working with the Ledger, Ledger Plus and Cash/Bank, Cash/Bank Plus modules of the Comarch OPTIMA ERP system and are looking for opportunities in:

  1. Improve the ergonomics of working with Optima (including by using keyboard shortcuts),
  2. Better use of the program’s useful features in the daily work of an accountant (among others, grouping fields, serial operations, use of a mask, cross-border transactions),
  3. Aggregate accounting data in Optim and create quick reports and statements without using advanced excel functions
  4. Learn about unique solutions and additional features that will automate repetitive activities
    We invite you to take advantage of this unique training.

Maximum efficiency Practical tips Only proven solutions! The program is subject to individual determination during the needs study

  • Practical use of columns, filtering and sum row for ongoing control and quick analysis of documents in VAT records.
  • Grouping field – what is it and how to use it to create overview analyses.
  • What is the MASK useful for? That is, a few words about a particular way of filtering.
  • Creating quick statements and reports, i.e. about effective data export to Excel.
  • Time-consuming PK? How not to manually enter hundreds of items.
  • What is predecretion and its importance in the process of posting documents.
  • The end of the ageing problem? How to quickly and efficiently verify the correspondence of outstanding documents with the balances of the settlement accounts.
  • Keyboard LOVE – the most useful abbreviations that make life easier for accountants.Definable numbering scheme or some practical notes about accounting ID.
  • Secrets of the currency warehouse – what do you need to keep in mind to enter foreign currency bank statements correctly?
  • Learn how and it will settle itself, i.e. how and when to use the option of automatic settlement of settlements when importing bank statements.
  • 3 colors – green, black and blue, or some comments on the status of the document (meeting for those who have worked with the system for less than 6 mths).

Emilia
Adamiec-Brancewicz

Partner, Deputy Director of the Accounting Services Department, Commercial Proxy

Excel in finance online

Gain enhanced Excel knowledge with us to make your work easier and optimized!

Gain enhanced Excel knowledge with us to make your work easier and optimized!

If you or your Team uses Excel in your daily work, but you are self-taught or want to improve the skills of the range of advanced functions,
formulas and automation to improve:

  • work efficiency
  • effective data management
  • as well as quickly and accurately conduct analysis, present results, and make sound business decisions this training will be a good investment.
    You’ll be able to put the knowledge you’ve gained to work the very next day after class.

I. For a good start – evaluating the profitability of investments in a spreadsheet

  • Monte Carlo simulations in risk analysis
  • Application of NPV and IRR functions (including consideration of incomplete years)
  • Building your own model is finding the payback period
  • Data table in risk analysis
  • Scenario manager vs. exploring different options of developments

II. Elements of statistics using Excel

  • Analysis Toolpack add-on
  • Chart Box and mustache
  • Linear regression in performance design
  • Financial
  • Regression analysis vs. seasonality

III. In search of information

  • Conditional formatting as a tool to speed up finding information
  • Typical data search functions (SEARCH.VERTICAL; INDEX and SUBMIT.POSITION, X.SEARCH)
  • Search functions with additional options (SUM.CONDITIONS, MAX.CONDITIONS)
  • Newer excel functions for working with data (UNIQUE, SORT)
  • Representation of data in the Table tool and related possibilities using the example of analysis of issued invoices

IV. Pivot tables and their use in practice

  • Ranking lists
  • Cumulative statements
  • Percentage statements
  • Use of fragmenters
  • Use of timeline

V. Excel dashboards

  • Prepare custom dashboards with financial data
  • Adding interactive form factors

VI. Power Query as a tool for data acquisition and transformation

  • Downloading data from various file types (xlsx, csv, pdf, etc…)
  • Downloading data from the network (e.g., financial statements)
  • Working on data in Power Query

VII. Power Pivot as a tool for combining data from different sources

  • Building a data model as an alternative to tables with multiple columns
  • KPIs in Power Pivot
  • Use of selected functions

VIII. 3D map like tools to show data geographically

  • Analysis of revenue data by geography
  • Visualize territorial expansion using Power Map
DETAILED TRAINING PLAN:
9:00 am – 10:30 am classes
10-45 – 12.15 classes
12.30 – 14.00 classes

14.30 – 16.00 classes

Bartosz Cegłowski

Expert in financial analysis, investment projects and business valuation

ABCs of management & essential soft skills - Negotiation for finance departments

Why does this topic deserve special attention and is it worth participating or posting?

Finance departments are the gatekeepers of money in an organization. They are very close to them. Not only do they see how, when and for what the money comes in, but they also watch what it is spent on.

In practice, it turns out that representatives of finance and accounting departments sometimes don’t even realize how many daily negotiations, by correspondence, telephone or face-to-face, they participate in when supporting the owner, managers during contract negotiations with banks, leasing companies, factoring companies, debt collection companies, insurance companies or when deciding on service purchases or entering into contracts themselves. 

TO WHOM ARE WE DIRECTING OUR TRAINING? Managers and managers of financial departments, as well as owners of accounting offices, chief accountants, financial controllers, independent accountants, accounting specialists. accounts receivable, debt collection, investment and administration, as well as those interested in developing competencies from the broader financial departments.

THE OBJECTIVE of the training is to improve negotiation competence, to develop useful ways of proceeding using examples from the daily life of financiers. Participants will learn to recognize manipulative techniques used by advanced professional players and acquire the skills to deal with them. Your investment in this training can pay off in just the 1st week!

  • Opening of the training, presentation of objectives and training plan
  • What are my expectations for this training? We recommend sending your expectations along with your application
  • What does it mean to be a negotiator? Traits of a good negotiator.
  • How to prepare for negotiations? Practical tips.
  • What do we negotiate most often? Key areas of negotiation.
  • What is the difference between interests and positions in negotiations?
  • What interests do the various parties to the negotiations have?
  • With whom and what will we negotiate?
  • Is it worth negotiating on price alone? Off-price negotiations
  • Negotiations small and large. By correspondence, by phone, directly
  • In the ring or at the table? Where would you rather negotiate?
  • Negotiations with virtuoso -professionals (banks, leasing, factoring, insurance etc)
  • Internal negotiations – budgets, salaries, price lists, regulations
  • Negotiation of payments: obligations and receivables (collection companies, debtors)
  • Purchase negotiations
  • Summary and conclusion of the training

The class will be conducted by Tomasz Janik, a trainer with many years of experience in the financial sector.

ABCs of management & essential soft skills - Budget negotiations for finance departments 

During the budgeting processes currently underway in companies, CFOs, controllers and finance department specialists overseeing and involved in the budget development work will very often be under pressure from authority figures and higher-level representatives, e.g., department, division and functional heads.After all, everyone wants to negotiate as much as possible! Will finance department people, without proper training, have the courage to stand guard over the company’s financial security and meticulously check and negotiate high marketing, sales, operational, production budgets? It is, after all, important whether the money will be spent/invested on planned goals and investments in line with the strategy.The training program is for those for whom the budgeting process is about consciously directing money where it should be and spending/investing rather than raising budget expenditures by a certain % year-on-year. It is during negotiations that key questions should be asked about expected results and returns on investment.TO WHOM ARE WE DIRECTING OUR TRAINING? CFOs, financial controllers, chief accountants, finance specialists. budgeting and other finance professionals involved in reconciling budgets in the organization.THE OBJECTIVE of the training is to strengthen practical negotiation competencies in particular budget negotiations (knowledge, skills, attitudes) of finance department employees. The training will address the characteristics and challenges faced in the field of negotiation, which is carried out in specific conditions – ie. within the organization and with people who have a day-to-day collegial relationship, or there may be significant subordination in the hierarchy. 

Introduction to negotiations

The main areas of negotiation in the company with the participation of the financial department

An environment conducive to negotiation in the company:

  • culture of dialogue
  • communication standards
  • psychological sense of security
  • mutual trust

Budget negotiations part 1

  • Main phases of budget negotiations
  • Preparing for negotiations and its role
  • Negotiation meeting – the role of the negotiator
  • Presentation of negotiating positions by individual departments within the company
  • Positions, interests, strategies and needs
  • Areas of agreement and differences

Budget negotiations part 2.

  • The actual phase of budget negotiations
  • Negotiation strategies and styles
  • Main negotiation techniques and how to use them

Budget negotiations part 3

  • confirmation of findings
  • consent protocol
  • Creation of an action plan and mechanisms for its verification

Other areas of negotiation by finance departments

  • Contracts and agreements
  • Credit, leasing obligations
  • Salaries and benefits

Influence and manipulation

  • whether there is social influence versus manipulation
  • Rules of social influence and
  • Recognizing manipulation and using social influence in financial negotiations

Work on examples of trainees

  • case study
  • question and answer bank

Persuasion in financial negotiations

  • essence of persuasion
  • examples of practical use of persuasion in financial negotiations

Summary of the meeting

Meet the companies that trusted us

Contact the specialist of your choice

TOGETHER WE CAN DO MORE

Academy of Moore Polska 

Application for training

Fill in your contact information if you are interested in our training courses!

If you have problems registering via the website, please download the .pdf application form, then fill out the application and send it to us via email: szkolenia@​moorepolska.​pl

My name is Krystyna Moorepolska. Visit me on Instagram!

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