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

Mentor to Advocate: An Intro to Becoming a JEDI Champion

Start date: August 25, 2022

End date: August 25, 2022

Examine, optimize and re-define the essential nature of the Mentor:Mentee relations in your work and create more reciprocal connections.

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ABOUT THE COURSE

This introductory course, led by Cynthia Billops, is part of Becoming a JEDI Champion, a multi-session program developed in partnership by One Step Closer and Project Potluck. This dynamic session is for those seeking to be in truly reciprocal and supportive mentor:mentee relations by bringing in historical context, critical insights, and logistical tools.  A great primer for those in mentorship relationships, managerial roles, and those looking to develop regenerative partnerships.

Attendees of this introductory course will receive priority registration to the following sessions occurring in Fall 2022.

Join us August 25 10am-12pm PST!

By The Numbers: Best Practices to Plan, Measure, & Share Business Strategy

Start date: September 13, 2022

End date: September 13, 2022

Level up your annual planning process, forecasting, and overall business strategy with data-driven decisions that consider revenue and efficiency.

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For executives of startups and small and medium enterprises, business planning and measuring progress is time consuming, and often inaccurate, resulting in poor strategic decision making. Business Operations and Development leader Teasha Cable will guide participants in developing the skills and tools necessary to revamp their these processes so they can make healthy and strategic business decisions.

Join us Sept 13 10:30AM-12PM PST

Theory of Change: A tool for understanding and monitoring sustainability

Start date: October 11, 2022

End date: October 11, 2022

Learn how developing and maintaining a working Theory of Change can promote programatic success and drive your company’s mission.

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In this session, Dr. Samar Habib, Director of Research at Fair Trade USA, will provide an introduction to the theory of change methodology used in development programs across the world, and discuss how Fair Trade USA leverages their Theory of Change to continuously improve its programs in promoting workers' rights globally.

Join us Oct 11, 2022 10:30AM-12PM PST!

Cut Through the Noise: Marketing Strategies for the New Media Age

Start date: November 15, 2022

End date: November 15, 2022

Explore best practices for communicating mission and purpose to consumers while still driving meaningful results.

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ABOUT THE COURSE

In a fast-changing media landscape, acquiring and retaining consumers is no longer an easy feat. How can mission-driven CPG brands stand out and ensure messaging connects with the intended audience? In this session, marketing strategist Daniella Allam will discuss how to design, implement, and optimize strategies that cut through the noise of the chaotic new media environment. Participants will learn how to use the lens of consumer insights to inform their marketing efforts and how to enhance initiatives under time and resource constraints. This session will also explore best practices for communicating mission and purpose to consumers while still driving meaningful results.

Join us November 15th 10:30AM - 12PM PST!

Past Courses

Facilitating Inclusive & Effective Meetings

Start date: June 29, 2022

End date: June 29, 2022

Effective facilitation not only helps with achieving goals and advancing company strategy, but also provides the necessary structure for creating an empowered and inclusive organizational culture. As a facilitator, it can be challenging to simultaneously balance meeting agendas, timelines, track assignments and progress, and keep a pulse on group dynamics. How do leaders manage all of this while also stewarding a safe, inclusive space where all voices can be heard and valued? In this interactive session, organizational strategist Monika Szamko will guide participants in developing the necessary skills leaders and facilitators need to lead inclusive meetings with confidence.

Join us 10:30AM-12PM PST for this interactive, virtual workshop.

Business Systems Architecture: Future Proofing Your Chart of Accounts

Start date: November 16, 2021

End date: November 16, 2021

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!