Creativity & Growth Mindset

By the end, the learner can

• Portfolio construction experimentation: tests novel factor combinations or asset allocation structures in paper portfolios before proposing live implementation
• Creative scenario development: constructs imaginative but plausible macro and micro stress scenarios that extend beyond standard sensitivity analysis
• Audit procedure innovation: designs supplemental audit procedures tailored to unique or non-standard client account structures not covered by standardized programs

Session plan

1. 10 minHow these are scoredWhere this shows up: offices and operations centers, working with managers, coworkers, customers or clients. Conditions to expect: deadline-driven, detail-sensitive, coordination-heavy. Entry roles this maps to: Bill and Account Collectors, Gambling Cage Workers, Procurement Clerks.
   • designs custom financial models that capture business-specific cost drivers not accommodated by standard accounting templates
   From Financial Managers (11-3031.00)
2. 5 minSituationsWork the task on your own first. Support is available, but ask for it out loud so the group hears what got you stuck.
   • Tools in play: Accounting software, Data base user interface and query software, Spreadsheet software.
3. 10 minWhere the group splitCompare answers before the debrief. Where the room split is the useful part — the split usually marks a real judgment call rather than a knowledge gap.
   • Where did two people read the same situation differently, and what did each notice?
   • Which answer would survive a supervisor asking "why did you do it that way?"
4. 10 minThe pattern behind the answersClose the loop: what changed between the first attempt and the last, and what would have to be true for creativity to hold up on a bad day.