Accounting Research Workshop Series

Is your inbox running you, or are you running your inbox? In this fast-paced, interactive Professional Edge workshop, you'll learn how to take full control of Microsoft Outlook and transform it into a productivity powerhouse. From smarter email management to calendar mastery and task integration, this session will introduce you to the tools that make Outlook more than just an email app.

This isn't about sending messages. It's about streamlining your day, organizing your priorities, and making Outlook work for you.

• Inbox management essentials: Learn how to declutter and organize your inbox using focused inbox, flags, follow-ups, and categories.  
• Automation with rules and quick steps: Discover how to automate repetitive tasks and streamline your workflow with custom rules and quick steps.  
• Calendar mastery: Get hands-on with scheduling tools, recurring events, time zone management, and calendar sharing to make planning effortless.  
• Search and organization: Use advanced search techniques, folders, and archiving to find what you need fast and keep your Outlook tidy.  
• Productivity boosters: Explore features like delayed delivery, email templates, voting buttons, and polls to communicate more effectively.  
• Tasks and Microsoft To Do integration: Turn emails into actionable tasks, use My Day and priority views, and sync with Microsoft To Do for seamless task management.  

This workshop is perfect for anyone who uses Outlook daily and wants to move beyond basic email and calendar functions. Whether you're managing a busy schedule, coordinating with teams, or just trying to stay organized, these tools will help you reclaim your time and boost your productivity.

Already mastered the fundamentals of relationship-based selling? Transform your sales fundamentals into strategic, client-ready expertise during this Professional Edge training. Take your skills to the next level with the Intermediate Sales training program, a hands-on, scenario-driven experience that transforms foundational knowledge into applied expertise.

This training is ideal for students preparing for roles in sales, marketing, consulting, or entrepreneurship who want to move beyond theory to practice the kind of advanced communication, persuasion, and problem-solving that define top-performing professionals. Designed for participants who have completed Sales Essentials, this program challenges you to think strategically, communicate persuasively, and close confidently.  

Prerequisite Training: Sales Essentials

To participate in this training, you must have completed the Sales Essentials training program and earned the microcredential.

If you are registered for the Sales Essentials training this term, you may register for this program concurrently, pending successful completion of Sales Essentials prior to the start of Intermediate Sales.  

Schedule

• Week 1: Friday, February 13, 9:00–1:00 p.m. (in-person)
• Week 2: Friday, February 20, 9:00–1:00 p.m. (in-person)

Participants who attend both days of this program and fulfill all requirements are eligible to earn a digital microcredential.

This portable, verifiable credential can be shared on platforms like LinkedIn, showcasing your expertise to potential employers and offering tangible proof of in-demand competencies.  

Why Participate

In this 8-hour, two-day program, you'll deepen your understanding of the sales process through interactive simulations, roleplays, and peer collaboration. You'll learn how to define an ideal customer profile, conduct effective discovery conversations, and tailor value propositions that resonate with specific decision-makers. You'll also create and deliver a professional solution pitch deck and practice overcoming common objections using industry-informed tactics.

Through realistic, technology-enhanced exercises, you'll refine your ability to think on your feet, read your audience, and position solutions that drive results.  

What You'll Gain

• Earn a marketable skills microcredential: Advance your professional toolkit by earning the Intermediate Sales microcredential from the Lundquist College of Business, proof of your ability to engage in complex sales scenarios with strategy and confidence.  
• Build strategic sales competence: Develop advanced skills across the full sales cycle, including defining customer profiles, crafting value propositions, creating solution pitches, and closing the sale with actionable follow-ups.  
• Practice sales scenarios: Engage in realistic discovery conversations, handle objections effectively, and adapt your messaging to different client roles and needs.  
• Create a portfolio of applied work: Leave with tangible artifacts—including an ideal customer profile, discovery transcript, value proposition, pitch deck, and action plan—that demonstrate your readiness for client-facing sales roles.  

About the Instructors

Jason Ford has more than 30 years of experience and a notable track record in assessing and recommending complex technology solutions and products across various sectors, including Fortune 500 companies, the public sector, healthcare, education, and small and medium businesses.

Craig Tiffany is a seasoned enterprise sales professional with more than 25 years of experience at both large corporations and small companies. He specializes in building strategic relationships and driving growth in complex business-to-business environments. He also serves on the CASA of Clackamas County board of directors, advocating for children in foster care.

Create a clean, compelling online portfolio that showcases your work—no coding required.

Whether you're preparing for internships, launching a job search, or building your professional presence, a strong portfolio helps you stand out. In this hands-on workshop, you'll learn how to design and assemble an online portfolio using Notion, a flexible, user-friendly tool that makes it easy to present and organize information.

Participants will explore Notion's essential features, learn about how to effectively use Notion blocks, and structure information in various ways to customize your portfolio.

By the end of the session, you'll walk away with a functional portfolio that you can continue to refine and build on. You'll also be exposed to all the other ways you can use Notion in the future.  

What You'll Learn

• Navigating and personalizing your user interface
• Learn core Notion shortcuts for better workflow
• Creating, organizing, and designing portfolio pages
• Tips for presenting and organizing information clearly
• Other ways to take advantage of Notion outside of a portfolio

This workshop is designed for students at any stage and no prior Notion experience is necessary. This is also great opportunity to create or refresh any portfolio you have!