OSC University

Big company training for
small(er) companies changing
the world

OSC University provides the staff of our member companies access to professional development courses throughout the year. The curriculum includes both soft skills courses, such as Leadership and Organizational Development, as well as technical skills classes, such as Excel and Finance for Non-Financial Managers.

Upcoming Courses

Business Systems Architecture: Future Proofing Your Chart of Accounts

Start date: November 16, 2021

End date: November 16, 2021

Using Chart of Accounts + other managerial tools to measure and manage the effects of freight and other expenses on margin & profitability

Dates: Nov 16

Session Times: 10:00 am – 12:00 pm Pacific

Cost: Free – Donation Suggested

REGISTRATION AND MORE INFO
ABOUT THE COURSE

Navigating On-going Volatility in the Wake of COVID-19
Featuring accounting and tax experts Baker Tilly
Join us on Tuesday, Nov 16 from 10:000am - Noon pacific for an Ops/Finance/Accounting follow up to our Freight and Logistics themed Lunch & Learn from earlier this fall.

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Short Description: Set up your Chart of Accounts to achieve the level of granularity you need now and in the future. Join us for an interactive session that will help you evaluate your chart of accounts and create actionable steps to strike a balance between form and functionality.

Intended Audience: Finance, Accounting and Operations Team members that deal directly with cost accounting. Note: the hosts politely request at least one senior accounting manager attend for each company.

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In our last Ops Lunch & Learn session, we had some guests from MIT and Brussels who discussed the current logistics and freight scenario from a systemic and macro perspective. We have all lived with recently skyrocketing freight costs. To build on this and address the challenge from a managerial perspective, this session will focus on using the Chart of Accounts, as well as other managerial tools, to measure and therefore manage the effects of freight and other expenses on margin and profitability.

Session Summary

While financial statements per GAAP share the same basic retinue of schedules and structures, the minutiae of which expense types are abstracted and which deserve callouts on a given company’s financial schedule reflect both the company history and what management currently thinks is actionable information. We’ll use this session to help build both a conceptual and practical framework for how the Chart of Accounts (COA) can be used for managerial purposes beyond the monthly financials.

As an example, given that input and output freight varies by sku and sales channel, it’s vital that we capture these expenses in as granular a form as possible so as to avoid subsidizing unprofitable skus and/or sales channels by profitable examples (at least without our blessing!). Thinking through what will be important to know for long-term margin analysis is needed for allocating limited AP resources upfront. Granularity in data is simply a matter of staff time and therefore money -- how much do you want or can afford to know? Each company must find that balance but should err on the side of future-proofing their accounting acumen.

Join us for an interactive session that will help you evaluate your chart of accounts and create actionable steps to improve near term functionality while building for the future.

During this session we will discuss:
- Accounting System Setup for Business Scaling
- The COA as a managerial tool is not just for CFOs!
- What is the relationship between the COA and managerial intel?
- How should we think about company scaling when setting up or retooling your COA?
- Accounting System Design Best Practices for Natural Products Companies
- Determine the 4-5 basic decisions you need to make to get the best return
- Given those, what information are you going to need to make those decisions
- How best to automate your effort with the fewest data touches.

Intended Session Outcomes:
- Get to know your finance team better!
- Determine to develop a management-wide plan for using the COA and/or other tools for vital cost and expense tracking!
- Each of us will help nudge our companies in the direction of full cost analysis per sku and channel!

Past Courses

Leading with Authenticity in Turbulent Times, Featuring Susan Skjei, Ph.D.

Start date: October 11, 2021

End date: October 25, 2021

Today’s turbulent times call for leaders who have the strength to be authentic and the heart to engage difficult challenges with courage. Join us for a series of 3 focused workshops designed to cultivate well-being and resilience in ourselves and our organizations and to explore the questions that matter to us as CEOs, as leaders, and as human beings such as: How can we navigate in these unfamiliar times? How can we see what is coming more clearly? What is the future we want to create? How can we show up fully for what really matters? How can we engage others authentically? How can we stay brave and persistent in our practice of leadership?

Each session will include an interactive talk, break out groups, large group conversations and time for personal reflection.

Session 1: Taking Stock and Cultivating Resilience
Oct 11, 2021, 12:30 - 2:00 PT
Authentic leadership begins with understanding the context we are in and the new leadership skills that are required to work creatively with disruption and complexity. We then can cultivate resilience in ourselves and our teams so that we are able to respond to the next challenge when it arrives. The process is an exciting journey of celebrating our strengths and uncovering blind spots so that we can be available for the future as it is emerging.

Session 2: Navigating Complexity
Oct 18, 2021, 12:30 - 2:00 PT
In turbulent times we have to build the path even as we walk on it. We will explore how innovation happens differently in this environment and what we can do to remove obstacles and foster creativity in ourselves, our teams and our organizations. Some of the skills we will explore include: claiming the power you have and using it wisely, building connections and a shared purpose, leading from the head and the heart, inclusive communication, decisiveness and fostering trust during constant change.

Session 3: Preparing for our Disruptive Future
Oct 25, 2021, 12:30 - 2:00 PT
Our economy may be going “back to normal” but the future is no longer what we thought it was. As leaders we need to be able to bet beyond our thoughts and meet the future as it is emerging. How can we sense the signals before they arrive on our doorstep? What are the new ways of listening and seeking information that might give us a competitive edge? How can I build new strengths, networks, communities and sources of insight for myself and my company? What assumptions can I let go of that will free me up to respond to the world as it is? How can I prepare for something that currently seems “unknowable?”

About the Instructor
SUSAN SKJEI, PH.D., PCC. ​Over the last 25 years Susan has worked with thousands of leaders in the US, Canada and Europe to cultivate mindfulness and authenticity, strengthen relational skills, and effectively lead the changes they want to see in their organizations and in the world. Formerly a Vice President and Chief Learning Officer in the technology sector, an international consultant, and the Director of the Authentic Leadership Center at Naropa University, she currently offers coaching and consulting through her company SaneSystems.

J.E.D.I. In Training: Next Level J.E.D.I.

Start date: July 16, 2021

End date: July 16, 2021

J.E.D.I. stands for justice, equity, diversity, and inclusion, and this training will help you move beyond the basics and expand your understanding of what these words mean and how they impact and affect your workplace. The training will provide vocabulary, new tools and best practices for making JEDI a part of your work and personal life, and specific ideas for implementing JEDI in the natural products industry. This training will specifically focus on understanding each element of JEDI and how you can make a difference. Together we will learn new vocabulary and tools for furthering liberation and ending oppression. We will explore intersectionality, consent culture, and best practices for creating a welcoming, respectful, communicative workplace. We will dive into topics including gender, race, and identity. This training will be engaging and uplifting.