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ARTICLE SPOTLIGHT:  A BETRAYAL OF TRUST

By Becky Wright, Standard Examiner, Aug. 30, ‘09

Victims of embezzlement are often shocked to find their money was taken by a trusted employee. “But they were so nice” is what Michael Hines regularly hears.

“If I come in heavily covered with tattoos, using foul and abusive language, I’m not going to be able to take your money,” said Hines, director of enforcement for the Utah Div. of Securities. “One characteristic normally necessary to commit this type of crime is being nice” Read more...

 

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LEADERSHIP:  WHEN IT’S HEALTHY, WHEN IT’S ETHICAL, WHEN IT’S NOT, AND WHAT WE CAN DO ABOUT IT

We know not all people in politics are effective leaders.  The same is true for the workplace.

  1. Learn exactly why some leaders go “bad” and
  2. What to do about it (the answer will surprise and fascinate!),
  3. The 4 critical competencies necessary to be a good, if not great, leader and
  4. What you can do to be the best leader possible for others.

This is a more serious and fundamentally important speech, and addresses the reality of ethics and morality in the business world.

SO, YOU THINK YOU’RE A GREAT COMMUNICATOR? THINK AGAIN!

  1. The salesperson loses the deal because the customer didn’t really understand the value of the service that is offered.  
  2. The project is falling apart because people don’t really understand the goals, nor the responsibilities of others.
  3. The manager is frustrated because she has to explain, yet again, how she wants something to be done.
  4. Communication problems are at the core of most workplace problems

Join JPA's presenters in this fun and insightful speech as they show how the world responds to great, or not so great, communication, and learn how to improve your own communication skills in the process!

FRAUD RED FLAGS & CALL THE FEDS: (MAGICIAN LAWYER SCOTT ROTHSTEIN)

This eye opening presentation by Chuck Malkus reflects on how fraudsters achieve their schemes, including those who have taken very unique routes with their crimes.  You will be brought up to speed on some of the most recent cases involving large scale fraud in the United States. In the wake of the Bernard Madoff Ponzi, one case involves convicted attorney Scott Rothstein who created a law firm and brought in 70 attorneys as a guise for his $1.4 billion fraud.   

In addition to lessons learned, this presentation is given to help individuals and corporations from being taken for large sums of money.

  1. When extending open arms
  2. Flamboyance and over-the-top behavior
  3. Overnight success
  4. Google search
  5. Philanthropy previously unseen
  6. Gaining trust
  7. Asking questions
  8. Red Flags
  9. Gullibility
  10. Avoiding the inevitable

BOARD OF DIRECTOR RESPONSIBILITIES FOR NON-PROFITS IN 2011

The primary responsibility of a board of director is to ensure fiscal and ethical stability for a non-profit organization.  After experiencing the worst recession in our country’s history, the challenges of maintaining an organization’s mission while achieving financial strength should be evaluated quarterly.      

Chuck Malkus’ presentation includes achieving a solid structure for non-profits, including governance and program development. Creating momentum to ensure success for organizations are featured with:

  1. Evaluating current board structure
  2. Keeping board members engaged
  3. Organizational goals and progress reports
  4. Program development and reaching full potential
  5. Fund raising and evaluating revenue streams
  6. Audit Committee and stability
  7. Short-term and Long-term planning

 

Marketing Audits to Increase Business

This insightful presentation by marketing communications expert Chuck Malkus covers why every business should engage in a Marketing Audit at least every 2 years. In today’s world of promoting products and services through a wide range of marketing vehicles, it’s important to have consistency of message as well as evaluate effectiveness with sales.  Businesses typically spend time on developing a new marketing plan every year, however, in many cases overlook past marketing strategies during the previous 2 or 3 years. 

A Marketing Audit will assist identifying the direction of where a company needs to go in the future and this presentation will include:

  1. The reality of today’s Market Segmentation
  2. Reaching key audiences through Alternative Marketing Strategies
  3. A fresh perspective with Customer Analysis
  4. Target Audiences
  5. Customers who have not been reached
  6. Achieving results through new avenues
  7. Gaining buy-in from internal audiences

Clients We Serve

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Institute of Internal Auditors
Alaska Denali Credit Union
American Institute of CPAs (AICPA)
Association of Certified Fraud Examiners
Association of Healthcare Intl Auditors
Association of Military Comptrollers
AT&T, Pacific Bell, SBCglobal (All 3!)
Bank Administration Institute
Blue Cross/Blue Shields- numerous associations
Branch Banking & Trust
British Standards Institute
Coca Cola
Compass Bank
Core Labs
Credit Union National Association
Deloitte Touche Tohmatsu
Dresdner Bank
Eli Lilly
Ernst & Young
General Motors
FBI
Federal Deposit Insurance Corp (FDIC)
Federal Reserve Bank of St. Louis
Ford Motor Company
Kaiser Permanente
Marine Corp Butler Base- Okinawa
Naval Audit Services
Office Depot
PepsiCo
PriceWaterhouseCoopers
Prudential
Raytheon
San Diego County Credit Union
Singapore Stock Exchange
State Compensation Insurance Fund
Sun Trust Bank
Traveler's Insurance
Susquehanna Bancshares, Inc.
University of California- numerous campuses
VA Commonwealth- Dept. of Accounting
Virginia Commonwealth University
West LB Bank of Duesseldorf, Germany
Wisconsin Credit Union League
Yazaki
Zurich Financial Services

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