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Annual Spring Social Work Conference - SOC200-001
Presented by the USI Social Work department and NASW Indiana Chapter. The learning outcomes of this program are for attendees to learn new skills as well as a hands-on approach in working with individuals, groups and communities. The workshops provide opportunities to explore various dimensions of social work practice. There will be a variety of presentations and panels on various topics addressing social work-related issues. Information regarding this conference will be forthcoming and made available at USI.edu/SocialWorkConference.
Instructor:
Date: 3/1/2024 - 3/1/2024
Schedule: 1 session(s) - F
Time: 8:30 AM - 4:30 PM
Location: USI University Center West, Room Carter Hall A-B-C-D, 8600 University Boulevard Evansville, IN 47712
Fee: $100.00
Contact hours: 5.5
Student fee: $30 but must use promo code SWStudent23.
Alumni fee: 10% discount use promo code Alum23.
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Developing Personal Assertiveness - CER515-001
Developing Personal Assertiveness is a course that teaches people tools to develop more assertiveness to help improve relationships, confront difficult situations, and handle conflict without becoming aggressive. In this course, we cover specific assertiveness tools such as demonstrating assertive speech, using negative inquiry, If/When statements, DESC technique, and disagreeing without becoming disagreeable.
Instructor:
Date: 5/31/2024 - 5/31/2024
Schedule: 1 session(s) - F
Time: 9:00 AM - 11:00 AM
Location: USI Rice Library, Room 0010, 8600 University Boulevard Evansville, IN 47712
Fee: $139.00
Contact hours: 2
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Emotional Intelligence - CER511-001
Emotional Intelligence (EI) Core Components, skills and habits. In this course, we will explore the 3 basic core components of Emotional Intelligence. The first is emotional awareness — the ability to identify your own emotions and the emotions of others. The second is the ability to harness emotions and apply them to tasks such as thinking and problem solving, and the third is the ability to manage emotions, regulating your own and being able to cheer up others or calm them down when they need it. There are several habits exhibited by emotionally intelligent people. We will review 10 of them and have opportunities to practice them, and receive feedback, during this course.
- Does your organization understand EI
- Identify personal level of EI
- Get real-time feedback regarding EI
- Increase awareness of EI and impact effectiveness
- Opportunities to build core skills of EI
- Additional resources offered to build skills
- Ways to track results
Each participant will receive a report that looks at a person’s emotional intelligence, which is the ability to sense, understand and effectively apply the power and acumen of emotions to facilitate high levels of collaboration and productivity.
Instructor:
Date: 6/7/2024 - 6/7/2024
Schedule: 1 session(s) - F
Time: 9:00 AM - 12:00 PM
Location: USI Rice Library, Room 0012, 8600 University Boulevard Evansville, IN 47712
Fee: $169.00
Contact hours: 3
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Excel - Basic Formulas and Functions - CIS200-001
Two sessions will be dedicated to learning the following Excel tasks: protecting spreadsheets, inserting formulas/functions, creating charts and using them in Word, formatting charts, adding comments, naming a range, finding/replacing data, sorting and filtering data and inserting images, shapes and SmartArt.
Instructor:
Date: 3/7/2024 - 3/14/2024
Schedule: 2 session(s) - Th
Time: 1:00 PM - 4:00 PM
Location: USI University Center East, Room 2229, 8600 University Boulevard Evansville, IN 47712
Fee: $139.00
Contact hours: 6
USI alumni receive a 10% discount. Use promo code ALUM23. Members of the Tri State Manufacturers Alliance receive a 10% discount for this course. Use promo code TSMA23. Similar courses available online at usi.edu/lifelonglearning-online.
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Excel - Business Organization Project - CIS400-001
More than half of Excel users never learn how to use 9 out of 10 of its most powerful features. In three sessions of Excel Level IV, you will work with Excel at an advanced project-based level. You will be able to create and edit a workbook with multiple sheets for a variety of purposes and situations. Examples of completed Excel projects include professional-looking budgets, team performance charts, sales invoices, exercise logs and summaries. This course is ideal for students, clerical workers, managers, bookkeepers and instructors. You will learn how to use the following tasks: • Create, manage and link workbooks and worksheets • Create and apply custom formats and layouts to cells • Create tables, pivot tables and charts • Apply formulas and functions for numeric calculations • IF statements • Text handling • Data lookups • Perform what-if analysis
Instructor:
Date: 4/4/2024 - 4/18/2024
Schedule: 3 session(s) - Th
Time: 1:00 PM - 4:00 PM
Location: USI University Center East, Room 2229, 8600 University Boulevard Evansville, IN 47712
Fee: $279.00
Contact hours: 9
USI alumni receive a 10% discount. Use promo code ALUM23. Members of the Tri State Manufacturers Alliance receive a 10% discount for this course. Use promo code TSMA23. Similar courses available online at usi.edu/lifelonglearning-online.
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Gleim CIA Review
As the Gold Standard in CIA Review, Gleim's strong reputation for excellence is founded on our content, proven success record and excellent customer service. Pass the CIA Exam faster with our Premium Review System providing SmartAdapt™ technology, tons of multiple choice practice, instructor videos and more! Online access at any time. Register: USI.edu/GleimCIAreview
Fee: $759.20
See SHOW DESCRIPTION for more information and to register.
Online access at any time. Register: USI.edu/GleimCIA
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Gleim CMA Review
Gleim set the standard with the first CMA course over 35 years ago and has been innovating the exam prep industry ever since. Gleim covers every inch of the ICMA's Learning Outcome Statements with experts walking candidates through videos, comprehensive digital and physical books, audio lectures, and signature answer explanations in the largest test bank of multiple-choice and essay questions. Receive additional support from our team of content experts and Personal Counselors to ensure you are exam day ready. Gleim equips you with everything you need to pass. Online access at any time. Register: USI.edu/GleimCMAreview
Fee: $1,279.20
See SHOW DESCRIPTION for more information and to register.
Online access at any time. Register: USI.edu/GleimCMA
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Gleim CPA Review
Over 1 Million CPA Exams Passed Using Gleim. Be 100% exam day ready with our comprehensive study materials, largest bank of multiple choice questions and simulations, instructor videos, access until you pass and unparalleled candidate support. Online access at any time. Register: USI.edu/GleimCPAreview
Fee: $1,599.20
See SHOW DESCRIPTION for more information and to register.
Online access at any time. Register: USI.edu/GleimCPA
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Gleim EA Review
Gleim EA Review is the most widely used EA prep course. More EAs have used Gleim to pass the Enrolled Agent exam than all other prep courses combined. Our Premium Review System includes access to the largest test bank available, adaptive course technology, instructor videos, an Access Until You Pass™ Guarantee, and mentors and exam guidance that provide the personalized support you need to pass on the first try with confidence. Online access at any time. Register: USI.edu/GleimEAreview
Fee: $503.96
See SHOW DESCRIPTION for more information and to register.
Online access at any time. Register: USI.edu/GleimEAreview
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Human Resources for the non-HR Manager Certificate - CER505-001

Employees are often promoted into management roles with little training in human resources, yet managing people is a primary responsibility on which their success depends. If managers do not understand employment laws and concepts such as ADAAA, FCRA, implied contract, BFOQ, protected class, FLSA, or discrimination, they may be unintentionally placing their employers at risk. In this course, managers will learn about federal and state employment laws as well as the importance of implementing effective HR practices from employee hiring through separation. Special emphasis will be given to the importance of maintaining a harassment-free, discrimination free workplace.
Instructor:
Date: 4/12/2024 - 4/12/2024
Schedule: 1 session(s) - F
Time: 9:00 AM - 4:00 PM
Location: USI Rice Library, Room 0012, 8600 University Boulevard Evansville, IN 47712
Fee: $269.00
Contact hours: 7
Registration includes The Big Book of HR and lunch. Registration includes lunch. USI alumni receive a 10% discount. Use promo code ALUM23. Members of the Tri State Manufacturers Alliance receive a 10% discount for this course. Use promo code TSMA23. Register: USI.edu/NonHRManager. Similar courses available online at usi.edu/lifelonglearning-online.
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THIS CLASS IS FULL. Please click the "Add to Waitlist" button below.
Leadership Skills Assessment
Using well-recognized and accepted assessment center methodology, assessors observe and evaluate participants during a series of work simulations where participants encounter challenges and tasks common to supervisory and management positions. The outcome is a comprehensive report outlining the participant's strengths, developmental needs and training recommendations. The assessment is valuable for aspiring or current supervisors and managers from all industries. Fee includes refreshments and lunch. This course addresses the following soft skills: leadership, written and oral communication, problem solving, decision making, interpersonal relationship skills, sensitivity, planning, organizing and prioritizing abilities.
Instructor: Pam Goedde, Kathleen Lapekas, Julie Vandeveer, Charlotte Kohlman
Date: 1 F, 12/15/2023 - 12/15/2023
Time: 8:45 AM - 3:30 PM
Location: USI University Center East, 2229, 8600 University Boulevard Evansville, IN 47712
Fee: $425.00
Registration includes refreshments and lunch. Register: USI.edu/leadershipskills. USI alumni receive a 10% discount. Use promo code ALUM23.
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Leadership Skills Assessment - MDC580-002
Using well-recognized and accepted assessment center methodology, assessors observe and evaluate participants during a series of work simulations where participants encounter challenges and tasks common to supervisory and management positions. The outcome is a comprehensive report outlining the participant's strengths, developmental needs and training recommendations. The assessment is valuable for aspiring or current supervisors and managers from all industries. Fee includes refreshments and lunch. This course addresses the following soft skills: leadership, written and oral communication, problem solving, decision making, interpersonal relationship skills, sensitivity, planning, organizing and prioritizing abilities.
Instructor:
Date: 2/23/2024 - 2/23/2024
Schedule: 1 session(s) - F
Time: 8:45 AM - 3:30 PM
Location: USI University Center East, Room 2229, 8600 University Boulevard Evansville, IN 47712
Fee: $425.00
Contact hours: 6.5
Registration includes refreshments and lunch. Register: USI.edu/LeadershipSkills. USI alumni receive a 10% discount. Use promo code ALUM23.
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Leadership Skills Assessment - MDC580-001
Using well-recognized and accepted assessment center methodology, assessors observe and evaluate participants during a series of work simulations where participants encounter challenges and tasks common to supervisory and management positions. The outcome is a comprehensive report outlining the participant's strengths, developmental needs and training recommendations. The assessment is valuable for aspiring or current supervisors and managers from all industries. Fee includes refreshments and lunch. This course addresses the following soft skills: leadership, written and oral communication, problem solving, decision making, interpersonal relationship skills, sensitivity, planning, organizing and prioritizing abilities.
Instructor:
Date: 4/5/2024 - 4/5/2024
Schedule: 1 session(s) - F
Time: 8:45 AM - 3:30 PM
Location: USI University Center East, Room 2229, 8600 University Boulevard Evansville, IN 47712
Fee: $425.00
Contact hours: 6.5
Registration includes refreshments and lunch. Register: USI.edu/ManagementSkills. USI alumni receive a 10% discount. Use promo code ALU. Similar courses available online at usi.edu/lifelonglearning-online.
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Leadership Skills Assessment - MDC580-003
Using well-recognized and accepted assessment center methodology, assessors observe and evaluate participants during a series of work simulations where participants encounter challenges and tasks common to supervisory and management positions. The outcome is a comprehensive report outlining the participant's strengths, developmental needs and training recommendations. The assessment is valuable for aspiring or current supervisors and managers from all industries. Fee includes refreshments and lunch. This course addresses the following soft skills: leadership, written and oral communication, problem solving, decision making, interpersonal relationship skills, sensitivity, planning, organizing and prioritizing abilities.
Instructor:
Date: 5/17/2024 - 5/17/2024
Schedule: 1 session(s) - F
Time: 8:45 AM - 3:30 PM
Location: USI University Center East, Room 2229, 8600 University Boulevard Evansville, IN 47712
Fee: $425.00
Contact hours: 6.5
Registration includes refreshments and lunch. Register: USI.edu/LeadershipSkills. USI alumni receive a 10% discount. Use promo code ALUM23.
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Leadership Skills for the New Leader Certificate - CLE400-001

For new or prospective leaders, this course is ideal for building the knowledge and skills needed to launch a successful management career. The following topics are explored: primary roles and responsibilities, resources and information needed, supervising former peers, developing action plans, resolving conflict, appropriate use of various communication methods, interpersonal relationships, providing feedback for performance improvement, leading teams, delegating tasks, training and monitoring employees and more. Fee includes refreshments and lunch. This course addresses the following soft skills: leadership, communication, being a team player, confidence, interpersonal relationship skills and resolving conflict.
Instructor:
Date: 4/26/2024 - 5/3/2024
Schedule: 2 session(s) - F
Time: 9:00 AM - 4:00 PM
Location: USI Rice Library, Room 0012, 8600 University Boulevard Evansville, IN 47712
Fee: $425.00
Contact hours: 14
Registration includes lunch. USI alumni receive a 10% discount. Use promo code ALUM23. Members of the Tri State Manufacturers Alliance receive a 10% discount for this course. Use promo code TSMA23. USI.edu/NewLeader
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Passport to Retirement - ALP501-002
Preparing for retirement is probably the single most important concern most people have today. Costs are rising, the future of Social Security is uncertain and many people have not accumulated the savings they will need to enjoy the retirement lifestyle they deserve. Are you on track for enjoying the retirement of your dreams, or do you need to improve your knowledge and acquire the know-how it takes to manage your money wisely and to pursue your retirement goals? Join investment professionals for this introduction to the concepts and practices that will help make your retirement comfortable and free from money worries. You’ll learn how much money you need to retire, how to draw income from your retirement accounts, managing taxes, investing, estate planning and much more. For those already retired or planning to retire in the next 10 years, the seminar takes a conservative approach to wise money management in addition to identifying lifestyle issues facing mature Americans. An in-depth workbook with valuable exercises and worksheets is included.
Your enrollment fee entitles you to:
• Over eight class hours (three sessions) with a licensed financial services professional
• A 120-page workbook to assist you with concepts and to use as a reference tool
• A private, confidential consultation with the instructor to review your goals, analyze
your investments and answer your questions regarding one of the most important
planning stages in your life.
Session 1
• Obstacles to a successful retirement
• What does your retirement mean
to you?
• How much will retirement cost
• Considering your sources of income
• Basic Social Security information,
including taxation
Session 2
• Distributions from your investment/
retirement accounts
• Required minimum distributions
• Education regarding investments
(stocks, bonds, annuities, mutual funds)
• Education regarding types of accounts
(IRAs, employer plans, 529s, UTMAs, etc.)
• How will your retirement income be taxed?
Session 3
• Managing your estate (assets,
beneficiaries, trusts, taxes,
probate, wills, intestacy)
• How to protect your wealth and health
• Education regarding insurance
(life, health, long-term care, disability,
liability, etc.)
• Planning for incapacity
• How the SECURE Act 2.0 affects
retirement plans
• Qualified charitable distributions
Instructor:
Date: 2/24/2024 - 3/9/2024
Schedule: 3 session(s) - Sa
Time: 9:00 AM - 11:30 AM
Location: USI University Center East, Room 2219-2220, 8600 University Boulevard Evansville, IN 47712
Fee: $69.00
Contact hours: 7.5
The registration fee is for an individual OR two registering together and sharing materials. 2nd person registering use Promo Code PTR23. Register: USI.edu/PassportToRetirement
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Passport to Retirement - ALP501-001
Preparing for retirement is probably the single most important concern most people have today. Costs are rising, the future of Social Security is uncertain and many people have not accumulated the savings they will need to enjoy the retirement lifestyle they deserve. Are you on track for enjoying the retirement of your dreams, or do you need to improve your knowledge and acquire the know-how it takes to manage your money wisely and to pursue your retirement goals? Join investment professionals for this introduction to the concepts and practices that will help make your retirement comfortable and free from money worries. You’ll learn how much money you need to retire, how to draw income from your retirement accounts, managing taxes, investing, estate planning and much more. For those already retired or planning to retire in the next 10 years, the seminar takes a conservative approach to wise money management in addition to identifying lifestyle issues facing mature Americans. An in-depth workbook with valuable exercises and worksheets is included.
Your enrollment fee entitles you to:
• Over eight class hours (three sessions) with a licensed financial services professional
• A 120-page workbook to assist you with concepts and to use as a reference tool
• A private, confidential consultation with the instructor to review your goals, analyze
your investments and answer your questions regarding one of the most important
planning stages in your life.
Session 1
• Obstacles to a successful retirement
• What does your retirement mean
to you?
• How much will retirement cost
• Considering your sources of income
• Basic Social Security information,
including taxation
Session 2
• Distributions from your investment/
retirement accounts
• Required minimum distributions
• Education regarding investments
(stocks, bonds, annuities, mutual funds)
• Education regarding types of accounts
(IRAs, employer plans, 529s, UTMAs, etc.)
• How will your retirement income be taxed?
Session 3
• Managing your estate (assets,
beneficiaries, trusts, taxes,
probate, wills, intestacy)
• How to protect your wealth and health
• Education regarding insurance
(life, health, long-term care, disability,
liability, etc.)
• Planning for incapacity
• How the SECURE Act 2.0 affects
retirement plans
• Qualified charitable distributions
Instructor:
Date: 2/27/2024 - 3/12/2024
Schedule: 3 session(s) - Tu
Time: 6:00 PM - 9:00 PM
Location: USI University Center East, Room 2219-2220, 8600 University Boulevard Evansville, IN 47712
Fee: $69.00
Contact hours: 7.5
The registration fee is for an individual OR two registering together and sharing materials. 2nd person registering use Promo Code PTR23. Register: USI.edu/PassportToRetirement
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SHRM Learning System - HRC600-001
Whether your desire is to increase your human resource knowledge or obtain HR certification, the newly-designed Society of Human Resource Management (SHRM) Learning System can help you reach your learning and development goals. The learning system is based on the SHRM Body of Competency and Knowledge and features the most up-to-date and relevant study materials available today including SmartStudy tools, learning modules in print or e-reader formats and extensive multimedia online resources accessible via mobile devices. Add USI's HR instructors, who are also experienced HR practitioners from the Evansville area and you have a formula for success. The course prepares professionals for SHRM-CP/SHRM-SCP certification exams. Visit www.shrm.org for more information about certification. All materials will be provided.
What other Lifelong Learners say about this course:
“Attending USI’s SHRM Learning System course was crucial to my success in passing the SHRM-CP exam. The weekly instructor-led classes at Innovation Pointe kept me engaged in the learning process and allowed me to connect with other HR professionals in the Evansville area. The SHRM online learning modules and practice tests enriched the classroom experience so I was able to retain knowledge through repetition of reading, discussion and online assessments throughout the 16-week session. I highly recommend this course for anyone pursuing the SHRM-CP/SHRM-CSP certification or simply interested in expanding HR expertise and learning from local pros. It’s a great way to make friends in the biz also!”
Christina Mayes, MSEd, SHRM-CP
Manager, Safety and Training Administration
Vectren Corporation

University of Southern Indiana is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.
Instructor:
Date: 9/16/2024 - 12/9/2024 Class does not meet on November 25.
Schedule: 13 session(s) - M
Time: 6:00 PM - 9:00 PM
Location: USI Rice Library, Room 0010, 8600 University Boulevard Evansville, IN 47712
Fee: $1,499.00
Contact hours: 36
Register: USI.edu/SHRM. EHRA members receive a 10% discount use promo code EHRA23 USI alumni receive a 10% discount use promo code ALUM23 Registrants may apply only one discount
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Social Security Planning for Boomers - ALP502-001
SOCIAL SECURITY PLANNING FOR BOOMERS: WHAT EVERYONE NEEDS TO KNOW
After being told for years that Social Security is going broke, baby boomers are realizing it will soon be their turn to collect. Decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals strategies for maximizing your benefits including:
Factors to consider when deciding when to apply
for benefits
• When it makes sense to delay benefits—and when
it does not
• Why you should always check your earnings
record for accuracy
• How to estimate your benefits
• How to coordinate benefits with your spouse
• How to minimize taxes on Social Security benefits
• How to coordinate Social Security with your other
sources of retirement income
Your enrollment fee entitles you to:
• Over one and a half hours of class time (one session)
with a licensed financial services professional
• A six-page resource handout with tips and tricks
regarding Social Security
• The option of a private, confidential meeting with
the instructor
Class Curriculum
• Will Social Security be there for me?
• How much can I expect to receive?
• When should I apply for Social Security?
• How can I maximize my benefits?
• How will my benefits be affected by taxes?
• Will Social Security be enough to live on in retirement?
Instructor:
Date: 1/31/2024 - 1/31/2024
Schedule: 1 session(s) - W
Time: 6:00 PM - 7:30 PM
Location: USI University Center East, Room 2219-2220, 8600 University Boulevard Evansville, IN 47712
Fee: $19.00
Contact hours: 1.5
The registration fee is $19 for an individual or $24 for two registering together and sharing materials. To receive the discount, use promo code BOOMERS23 when registering the second person. Register: USI.edu/SocialSecurityPlanning
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Social Security Planning for Boomers - ALP502-002
SOCIAL SECURITY PLANNING FOR BOOMERS: WHAT EVERYONE NEEDS TO KNOW
After being told for years that Social Security is going broke, baby boomers are realizing it will soon be their turn to collect. Decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals strategies for maximizing your benefits including:
Factors to consider when deciding when to apply
for benefits
• When it makes sense to delay benefits—and when
it does not
• Why you should always check your earnings
record for accuracy
• How to estimate your benefits
• How to coordinate benefits with your spouse
• How to minimize taxes on Social Security benefits
• How to coordinate Social Security with your other
sources of retirement income
Your enrollment fee entitles you to:
• Over one and a half hours of class time (one session)
with a licensed financial services professional
• A six-page resource handout with tips and tricks
regarding Social Security
• The option of a private, confidential meeting with
the instructor
Class Curriculum
• Will Social Security be there for me?
• How much can I expect to receive?
• When should I apply for Social Security?
• How can I maximize my benefits?
• How will my benefits be affected by taxes?
• Will Social Security be enough to live on in retirement?
Instructor:
Date: 2/8/2024 - 2/8/2024
Schedule: 1 session(s) - Th
Time: 6:00 PM - 7:30 PM
Location: USI University Center East, Room 2219-2220, 8600 University Boulevard Evansville, IN 47712
Fee: $19.00
Contact hours: 1.5
The registration fee is $19 for an individual or $24 for two registering together and sharing materials. To receive the discount, use promo code BOOMERS23 when registering the second person. Register: USI.edu/SocialSecurityPlanning
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Social Security Planning for Boomers - ALP502-003
SOCIAL SECURITY PLANNING FOR BOOMERS: WHAT EVERYONE NEEDS TO KNOW
After being told for years that Social Security is going broke, baby boomers are realizing it will soon be their turn to collect. Decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals strategies for maximizing your benefits including:
Factors to consider when deciding when to apply
for benefits
• When it makes sense to delay benefits—and when
it does not
• Why you should always check your earnings
record for accuracy
• How to estimate your benefits
• How to coordinate benefits with your spouse
• How to minimize taxes on Social Security benefits
• How to coordinate Social Security with your other
sources of retirement income
Your enrollment fee entitles you to:
• Over one and a half hours of class time (one session)
with a licensed financial services professional
• A six-page resource handout with tips and tricks
regarding Social Security
• The option of a private, confidential meeting with
the instructor
Class Curriculum
• Will Social Security be there for me?
• How much can I expect to receive?
• When should I apply for Social Security?
• How can I maximize my benefits?
• How will my benefits be affected by taxes?
• Will Social Security be enough to live on in retirement?
Instructor:
Date: 2/20/2024 - 2/20/2024
Schedule: 1 session(s) - Tu
Time: 6:00 PM - 7:30 PM
Location: USI University Center East, Room 2217-2218, 8600 University Boulevard Evansville, IN 47712
Fee: $19.00
Contact hours: 1.5
The registration fee is $19 for an individual or $24 for two registering together and sharing materials. To receive the discount, use promo code BOOMERS23 when registering the second person. Register: USI.edu/SocialSecurityPlanning
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Social Security Planning for Boomers - ALP502-004
SOCIAL SECURITY PLANNING FOR BOOMERS: WHAT EVERYONE NEEDS TO KNOW
After being told for years that Social Security is going broke, baby boomers are realizing it will soon be their turn to collect. Decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals strategies for maximizing your benefits including:
Factors to consider when deciding when to apply
for benefits
• When it makes sense to delay benefits—and when
it does not
• Why you should always check your earnings
record for accuracy
• How to estimate your benefits
• How to coordinate benefits with your spouse
• How to minimize taxes on Social Security benefits
• How to coordinate Social Security with your other
sources of retirement income
Your enrollment fee entitles you to:
• Over one and a half hours of class time (one session)
with a licensed financial services professional
• A six-page resource handout with tips and tricks
regarding Social Security
• The option of a private, confidential meeting with
the instructor
Class Curriculum
• Will Social Security be there for me?
• How much can I expect to receive?
• When should I apply for Social Security?
• How can I maximize my benefits?
• How will my benefits be affected by taxes?
• Will Social Security be enough to live on in retirement?
Instructor:
Date: 3/20/2024 - 3/20/2024
Schedule: 1 session(s) - W
Time: 6:00 PM - 7:30 PM
Location: USI University Center East, Room 2219-2220, 8600 University Boulevard Evansville, IN 47712
Fee: $19.00
Contact hours: 1.5
The registration fee is $19 for an individual or $24 for two registering together and sharing materials. To receive the discount, use promo code BOOMERS23 when registering the second person. Register: USI.edu/SocialSecurityPlanning
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REGISTRATION FOR THIS CLASS IS CLOSED. This class is already in session.
Project Management Exam Prep Program at USI | 202410BUS617001
Instructor: David Shrimpton
Date: 12 Th, 11/9/2023 - 4/11/2024 12 DATES: 11/9/23; 11/16/23; 11/30/23; 12/7/23; 12/14/23; 2/15/24; 2/22/24; 2/29/24; 3/7/24; 3/14/24; 4/4/24; 4/11/24. No sessions in January. Sessions spaced out due to instructor’s schedule, and to allow for study time!
Time: 1:00 PM - 4:00 PM
Location: USI Rice Library, 0021, 8600 University Boulevard Evansville, IN 47712
Fee: $2,175.00
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Gleim CIA Review
As the Gold Standard in CIA Review, Gleim's strong reputation for excellence is founded on our content, proven success record and excellent customer service. Pass the CIA Exam faster with our Premium Review System providing SmartAdapt™ technology, tons of multiple choice practice, instructor videos and more! Online access at any time. Register: USI.edu/GleimCIAreview
Fee: $759.20
See SHOW DESCRIPTION for more information and to register.
Online access at any time. Register: USI.edu/GleimCIA
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Gleim CMA Review
Gleim set the standard with the first CMA course over 35 years ago and has been innovating the exam prep industry ever since. Gleim covers every inch of the ICMA's Learning Outcome Statements with experts walking candidates through videos, comprehensive digital and physical books, audio lectures, and signature answer explanations in the largest test bank of multiple-choice and essay questions. Receive additional support from our team of content experts and Personal Counselors to ensure you are exam day ready. Gleim equips you with everything you need to pass. Online access at any time. Register: USI.edu/GleimCMAreview
Fee: $1,279.20
See SHOW DESCRIPTION for more information and to register.
Online access at any time. Register: USI.edu/GleimCMA
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Gleim CPA Review
Over 1 Million CPA Exams Passed Using Gleim. Be 100% exam day ready with our comprehensive study materials, largest bank of multiple choice questions and simulations, instructor videos, access until you pass and unparalleled candidate support. Online access at any time. Register: USI.edu/GleimCPAreview
Fee: $1,599.20
See SHOW DESCRIPTION for more information and to register.
Online access at any time. Register: USI.edu/GleimCPA
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Gleim EA Review
Gleim EA Review is the most widely used EA prep course. More EAs have used Gleim to pass the Enrolled Agent exam than all other prep courses combined. Our Premium Review System includes access to the largest test bank available, adaptive course technology, instructor videos, an Access Until You Pass™ Guarantee, and mentors and exam guidance that provide the personalized support you need to pass on the first try with confidence. Online access at any time. Register: USI.edu/GleimEAreview
Fee: $503.96
See SHOW DESCRIPTION for more information and to register.
Online access at any time. Register: USI.edu/GleimEAreview
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THIS CLASS IS FULL. Please click the "Add to Waitlist" button below.
Microsoft Excel Advanced Level III At WestGate
Take your Excel skills even higher by attending USI’s non-credit Excel Advanced Level III training. This Level III training is for very experienced users who want to go beyond the intermediate user level and learn advanced features. The training will be six hours in length with a one-hour break for lunch. Training will be hands-on so participants must bring their own laptop to the training. A training manual will be provided to you at the training. The content of the training will cover: • database functions • text functions • advanced filter options • creating and editing macros • data analysis • sparklines • goal seeking with data tables
November 9, 2021, 9am - 4pm Eastern Time with 1 hour break for lunch Noon-1pm ET
Instructor:
Date: 1 Tu, 4/18/2023 - 4/18/2023 9am - 4pm Eastern Time with 1 hour break for lunch Noon-1pm ET
Time: 9:00 AM - 4:00 PM
Location: WestGate Academy, 1st Floor - Quad 2, 13598 E. WestGate Drive Odon, IN 47562
Fee: $375.00
Includes training materials.No meal or drinks provided, may bring your own.
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THIS CLASS IS FULL. Please click the "Add to Waitlist" button below.
Microsoft Excel Intermediate Level II at WestGate

Take your Excel skills to the next level by attending USI’s non-credit Excel Intermediate Level II training. This Level II training is for experienced users who have learned the basic knowledge of Excel spreadsheets and want to learn more functions. The training will be six hours in length with a one-hour break for lunch. Training will be hands-on so participants must bring their own laptop to the training. A training manual will be provided to you at the training. The content of the training will cover: • Protecting spreadsheets • Inserting formulas/functions • Creating charts and using them in Word • Formatting charts • Adding comments • Naming a range • Finding/replacing data • Sorting and filtering data • Inserting shapes and images and using SmartArt
Instructor:
Date: 0 M, 4/3/2023 - 4/3/2023 9am - 4pm Eastern Time with 1 hour break for lunch Noon-1pm ET
Time: 9:00 AM - 4:00 PM
Location: WestGate Academy, 124, 13598 E. WestGate Drive Odon, IN 47562
Fee: $375.00
Includes training materials. No meal or drinks provided, may bring your own.
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THIS CLASS IS FULL. Please click the "Add to Waitlist" button below.
MS Excel Pivot Table Workshop at WestGate

PivotTables are one of the most powerful features of Excel and are something that every serious user should know how to use. PivotTables are also one of the most difficult features to figure out unless you have training. Our goal is to make PivotTables less intimidating and more useful by turning data into meaningful information. This course is six hours in length with a one-hour break for lunch and is hands-on so participants must bring a laptop to the training. Also, it is designed for advanced Excel users who want to focus more on PivotTables. Some of the topics that will be covered are: • How to get multiple reports from the same worksheet without sorting, filtering, converting into a table or performing other manipulations • How to perform many different types of financial, count and statistical summaries on the same worksheet • Start with recommended PivotTables, modify them, and then build your own for even more control over the information you need • How to use the interactive features to get different views of your data with drag and drop data fields • Create graphs more easily because the data is already summarized for you • Discover how timelines and slicers make it even easier to find the information needed
Instructor:
Date: 0 M, 3/27/2023 - 3/27/2023
Time: 9:00 AM - 4:00 PM
Location: WestGate Academy, 1st Floor - Quad 2, 13598 E. WestGate Drive Odon, IN 47562
Fee: $375.00
DATE 9 a.m. – 4 p.m. Eastern Time with 1-hour break for lunch on your own. Register: USI.edu/pivot
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THIS CLASS IS FULL. Please click the "Add to Waitlist" button below.
Process Improvement (PI) Workshop at WestGate
Process improvement (PI) is learning to maximize an organization’s profits by examining the flow of a process, identifying, evaluating, and improving the process - by asking the right questions! Expected participant learning outcomes: • Develop a skill set for analyzing, evaluating, and improving a process by eliminating non-value-added waste • Develop the ability to reduce the costs of a process (labor, materials, overhead) o Improving the productive use of all resources o Streamlining the process to eliminate steps that aren’t needed or don’t add value • Learn how to increase process output without increasing labor and other resources • Leave the program with a “hit the ground running toolbox” of usable skills, ready to improve an organization’s profitability Key Elements Discussed – 3-Hours: • Learn to define the elements of a process (inputs, transformation, outputs) • Examine the financial impact of PI—savings become net profits and go directly to an organization’s bottom line • Develop an understanding of the key goal of process improvement—elimination of waste • Build a working knowledge of the tools available to the PI practitioner: o Construction & use of Process Charts aimed at eliminating waste o Review of how such items as Checklists, Pareto Charts, Cause & Effect Diagrams, Bar Charts, Graphs, etc. can be used for PI o Examine how Productivity Measures can point out PI opportunities o Review how Breakeven Analysis can determine PI opportunities o Learn how to Balance a Process to optimize resource utilization o Discover how to identify the Process Bottleneck, and how to increase the output of a process Group Exercises will be used with each of these tools to reinforce how they are used in real time situations • Discuss Process Improvement through “Zero Defects” Quality Programs • Time permitting – discuss other miscellaneous PI opportunities including process visual controls; five approaches for PI problem solving; process simulation on the computer; PI in inventory management; and PI using Lean (JIT) Systems
Instructor:
Date: 0 , 10/2/2023 - 10/2/2023
Time: 1:00 PM - 4:00 PM
Location: WestGate Academy, , 13598 E. WestGate Drive Odon, IN 47562
Fee: $500.00
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REGISTRATION FOR THIS CLASS IS CLOSED. This class is already in session.
Project Management Exam-Prep Certificate Program at Westgate | 202320BUS610001
Instructor:
Date: 9 M, 10/2/2023 - 11/27/2023 Class is on Eastern time
Time: 9:00 AM - 2:00 PM
Location: WestGate Academy, 1st Floor - Quad 2, 13598 E. WestGate Drive Odon, IN 47562
Fee: $2,700.00
Includes Project Management workbooks, access to online quizzes/tests and mock exam; no meal or drinks provided, may bring your own.
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REGISTRATION FOR THIS CLASS IS CLOSED. This class is already in session.
SHRM Learning System | 202410HRC600001
Instructor: Kathleen Lapekas, Ellen Conway, Jennifer Zimmer, Hannah Wiscaver
Date: 12 M, 9/11/2023 - 12/11/2023 Class does not meet on October 30 & November 20.
Time: 6:00 PM - 9:00 PM
Location: USI Rice Library, 0026, 8600 University Boulevard Evansville, IN 47712
Fee: $1,499.00
Register: USI.edu/SHRM. EHRA members receive a 10% discount use promo code EHRA23 USI alumni receive a 10% discount use promo code ALUM23 Registrants may apply only one discount
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