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NEW Lunch-and-Learn Training Sessions

Boost Your Listening Skills“Wait, what did you say? I wasn’t listening.” How often do we hear or feel this now in our conversations with friends, family members and co-workers? Our fast-paced, data-driven world has changed how people listen, as listening requires time, focus, and attention. Listening is at the heart of effective communication. It is the first step in validating that our conversation partners are heard and understood, a fundamental human need. This training will provide practical strategies for listening with intention, focus and energy.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Self-Confidence: Moving From Hope to Action“It’s easier to act yourself into a new way of feeling than to feel yourself into a new way of acting,” — Harry Stack Sullivan Distinct from optimism and self-esteem, confidence is tied to action. Your confidence builds when you transform your hopes into tangible, actionable steps. To increase your self-confidence, include a combination of internal and external strategies. Comfort with trial and error, as well as failure, is also essential. This training session will examine the most effective ways to improve your self-confidence in all aspects of your life.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

NEW Workplace Training Sessions

Persuasion: How to Influence Others and Speak So They Listen (1.5 Hours)“What do I have to do to get people to listen to me?” If you have ever asked yourself this question, this training is for you. Unfortunately, our persuasion efforts often remain ineffective because we rely too heavily on logic and data. Yes, you heard that correctly! Research indicates that individuals are more receptive to changing their perspectives when emotional safety and a sense of connection are present. This session will explore practical steps towards influencing and changing minds. One vehicle of persuasion is public speaking. Explore and provide valuable ideas to improve your speaking skills in any setting.

$675.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

The Power of MatteringMattering at work is two-fold; employees feel valued by their co-workers and managers, and they know they add value to the team. Mattering is necessary for human survival, and this need persists as they transition into adulthood and enter the workforce. Leaders play a pivotal role in communicating to their employees that they are valued; however, co-workers and teammates also play an essential role in conveying a sense of mattering. This training will study the three main areas of mattering (notice, affirm, need) and how all employees can validate and appreciate their teams.

$450.00

  

One-Hour Lunch-And-Learn Training

Boosting Your AssertivenessHave you ever struggled to find a way to say what you think and feel? Have you ever been told you are too abrasive? Assertiveness is the best way to communicate clearly and respectfully. It is a helpful approach for building trust, reducing interpersonal stress, and resolving conflict. Using assertiveness core skills, such as empathy and active listening, will boost your ability to provide clear and consistent feedback in your work and personal life.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Dancing With the Difficult: Us and ThemI am human; therefore, I experience conflict with others. To be human means that we will encounter challenging people, and sometimes those people are ourselves. Because healthy relationships are the foundation for meaningful connection and belonging, discovering ways to navigate challenges with others is essential. Healthy conflict management positively impacts our relationships at work and home. Managing conflict well can also create healthier work teams. This training will explore the importance of understanding ourselves before engaging in challenging situations with others. With the right tools and strategies, we can draw healthy boundaries and manage conflict effectively.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Healthy SleepWe cannot underestimate the power of healthy sleep. Lack of sleep impacts all areas of our lives – our health, our mood, and our work productivity. Add stress to a lack of sleep and the situation becomes more complicated. You can combat the cycle of stress and lack of sleep with healthy sleep habits. Learn how to rekindle the romance with sleep.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Household and Individual BudgetingThis session will help enlighten & clarify how we manage our money, budget daily or annually. We will review key principles, the importance of living within our means, the value of a budget and to creating a safety & security account. In this session we will explore beliefs & mis-perceptions, the simple money principle and ways to manage and improve cash on hand.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Managing Compassion FatigueSo many of us are caregivers in some way. Perhaps you are a professional caregiver or the primary caregiver in your family. Without healthy boundaries and self-care, compassion fatigue can creep in. Preventive tools and recovery strategies can provide balance, self-compassion, and healthy connection. Learn how to recognize compassion fatigue and the boundaries to ensure you maintain self-care.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Managing Holiday StressDécor in the stores. Music in our ears. A brisk chill in the air. All of these are signs that the holidays are coming! While the holidays may bring a time for fellowship and connection, this time of year also may bring stress, loss, and frustration. On top of everyday stress, people feel busier with added pressure, loneliness, and financial stress. This training will explore ways to prepare for the holidays related to finances, grief, and more. It will also take the feelings of nostalgia and sadness, and show you how to reframe them into opportunities for celebration, new traditions, and practices.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Managing StressWhile stress has always been a present force in our lives, employee frustration, worry, and burnout are at all-time highs. The time to re-examine our recovery strategies is now! In this presentation, we will explore current cultural reasons why we are all experiencing high levels of stress. We will consider how our past experiences shape our perception of stress. We will explore the “general adaptation syndrome” and how we can use it to manage stress effectively. We will discuss practical, restorative ways to manage stress. And we will learn to use daily practices to build our resilience and emotional well-being.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Managing Your Finances Paycheck to PaycheckAre you tired of scrambling for cash a few days before your next paycheck? Do you have money set aside for emergencies? Are you working on major financial goals like paying for your children's college education or your retirement? Join us for this very practicable and actionable seminar on budgeting. Learn how to create your budget, set financial goals, and then find the money to fund them.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Mental Health AwarenessOur mental health surrounds our emotional, psychological, and social well-being. Rates of mental health challenges like anxiety and depression continue to increase. Understanding possible signs of mental health challenges, including suicide awareness, is essential for self-care or the care of someone you love. This presentation will share mental health resources and introduce you to the five areas of well-being that you can pursue to contribute to your overall health.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Mental Health and AdolescentsEmerging generations are demanding that workplaces foster healthy mental well-being. Those efforts begin well before young professionals enter the workforce. There are concerning increases in adolescent loneliness, anxiety and depression. We can impact youth in a way that will shape individuals and our society forever. This training will explore the emerging trends in adolescent mental health. It will explore the strategies that youth, parents, employers and others can employ to positively impact the well-being of young people.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Money Is Emotional: Prevent Your Heart From Hijacking Your Wallet"Money is Emotional: Prevent Your Heart from Hijacking Your Wallet," pulls back the curtain on why we do what we do with our money. Christine Luken's "Mindful Money Management" approach to personal finance is unique in that it harnesses the power of positive thought and emotions - and short circuits the negative ones. Participants will learn how to navigate emotional money situations with purpose and confidence, so you can ensure that your heart won't hijack your wallet.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Painless Estate Planning: It's Not Just for Rich PeopleLess than half of Americans have a will, but everyone needs one. Join us to learn the simple steps you need to take to create a basic estate plan. We will cover the few basic documents that can save you and your family loads of aggravation and unnecessary expense.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Saving for the FutureMany people do not have a healthy level of savings, despite knowing the importance of having money set aside for emergencies, purchases, college, and retirement. In this one-hour financial wellness workshop, you will learn how to utilize Emotionally Charged Saving techniques that will motivate you to set and keep your savings goals. Participants will leave the class with valuable tools and techniques to start improving their financial health immediately.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Setting and Achieving GoalsOne of the greatest challenges we face in our lives is achieving goals, personally and professionally. We assume we don’t achieve our goals because of a lack of commitment or willpower. However, it is often a lack of choosing the right goals and systems that are the culprit. Strategies for goal determination and selection are imperative, and crafting identity-based goals may lead to longer-lasting change. This training will outline how to set your goals and move you along the path to achieving them.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Strike a BalanceIn our fast-paced world, work-life balance feels unattainable. We strive for balance but it feels elusive. An imbalance can lead to feeling like you lack control. Strategies for regaining balance include pausing, listening and prioritizing. This presentation will explore how to self-assess your balance so you can implement the changes you desire.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Use Empathy to Communicate EffectivelyHumans have a fundamental need to be understood. When we understand each other, we can better communicate. Empathic communication is at the heart of all meaningful connections. Empathy is a skill that can be learned to not only listen and understand but also to communicate more effectively. This training will teach the core empathy skills that attendees can use immediately.

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Financial Wellness Lunch and Learn Training Sessions with Charlie Spisz

Winning With MoneyParticipants will learn the fundamentals of personal finance that drive wealth building and how to build a large retirement nest egg. They will discover: • Why households are financially challenged • Why you need to play offense and defense with your finances • What really matters in retirement investing • The Rule of 72 • How to leverage tax-advantaged retirement accounts • Examples of how to build a retirement nest egg that exceeds $1,000,000

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Implementing a Monthly Budget & Debt Payoff StrategyParticipants will learn the purpose of a monthly budget, the various types of debt, and strategies for paying off their debt. We will walk through: • Benefits of living on a monthly budget • Major categories in your monthly budget • Implementing your monthly budget • What to do if you overspend each month • Understanding the different types of debt • Factors impacting your debt payments and example cases • Different strategies for paying off debt and the pros and cons of each • A detailed example of a debt payoff strategy

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Building Savings & Tactics to Improve Your Credit ScoreParticipants will understand how to build savings to reach their financial goals and implement tactics to improve their credit scores. We will examine: • The importance of building an emergency fund and determining its size • Building savings and understanding your “why” • How to automate savings and its benefits • Understanding the different types of savings accounts • Understanding how lenders use your FICO score (credit score) • Factors that impact your credit score • Credit score ranges • Obtaining your free credit reports and scores • Understanding your financial net worth

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Overview of Financial Markets and Stock Mutual FundsParticipants will leave with a basic understanding of financial markets and the types of stock mutual funds available to investors. We will cover: • Knowledge of the stock market indices • The sectors that define the overall stock market • The two major classifications of stock mutual funds • Understanding the different types of stocks held within a mutual fund • What to look for in a stock mutual fund • Using various websites to research and evaluate stock mutual funds

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

How Federal Income Tax Brackets Impact You (And Completing the W-4 Tax Form)Participants gain an understanding of the progressive tax sliding scale. They will also learn how to complete the W-4 tax form so that an appropriate amount of federal tax withholding occurs each pay period. Join us to learn how to: • Identify the various tax brackets by filing status and how they impact your standard deduction • Recognize how the tax brackets apply to your income situation • Lower your taxable income by funding certain tax-deductible accounts • Understand the W-4 tax withholding form • Recognize when part-time work and/or spousal income may impact your tax obligations and tax withholding

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Overview of Estate PlanningParticipants will have a basic understanding of estate planning, naming beneficiaries on financial accounts, and the three most important estate planning documents. We will walk through: • Understand the purpose of estate planning and why it matters • Creating your “financial legacy box” • The importance of naming beneficiaries on financial accounts • The Big Three estate planning documents: o Last will and testament o Health care power of attorney o Durable power of attorney • Creating your free estate planning documents using your First Sun EAP benefit through their Well-Being Center

$450.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Workplace Training

Customer Experience in a Time of Uncertainty Customers have shifted their customer service expectations for organizations of all industries. There is more uncertainty, frustration and distrust for institutions and companies. To complicate things, the expectations from each generation are different. All of this points to a reality – customer needs are essential human needs. This training will explore the needs of customers as well as strategies that will empower employees to provide the best experience possible for their target audience.

$550.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Customer Service in a Time of Uncertainty (1.5 Hours)Customers have shifted their customer service expectations for organizations of all industries. There is more uncertainty, frustration and distrust for institutions and companies. To complicate things, the expectations from each generation are different. All of this points to a reality – customer needs are essential human needs. This training will explore the needs of customers as well as strategies that will empower employees to provide the best experience possible for their target audience. This training will include scripted role-play exercise(s).

$825.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Death to Reply All: Email Etiquette at Work (45 minutes)While email communication can increase speed and efficiency at work, it is a stumbling block to productivity for many employees. Email is a necessary part of our work world today, so it is essential to discover the best ways to use it. This training will explore strategies for creating healthy email boundaries and ways to communicate intentionally and effectively. (Hint: it doesn’t include REPLY ALL!)

$510.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Effective MeetingsMeetings are necessary for team collaboration and information sharing. But when they aren’t managed well, meetings can be draining, boring and a significant waste of time! This training will explore different types of meetings and how to plan each. We will also discuss strategies for enhancing meeting effectiveness, including pre-work and assigning roles.

$550.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Managing Workplace AnxietyAnxiety has skyrocketed since 2020, and employee stress and frustration are high. Anxiety can be motivating, but it can also be debilitating. Managing it well requires us to befriend it. This means we accept it, understand it and limit it. This training will offer practical strategies for managing workplace anxiety proactively and in the moment.

$550.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Managing Workplace BurnoutWorkplace burnout is real and consequential. It continues to increase, specifically in younger generations. Distinct from vicarious trauma and compassion fatigue, burnout is a sense of being overwhelmed and lack of purpose at work. This training will address the core causes, characteristics and sources of workplace burnout. The training will explore three types of burnout and strategies for managing them all.

$550.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Maximize Time With Your BossTime is limited, and you want to maximize your time with your manager. Whether you have 1 hour or 15 minutes, this training will help prepare you to maximize your time. We will explore the 5 focus areas when meeting with your boss. The training will also address how to receive feedback from your boss with openness, acceptance and curiosity – even when that feedback is given poorly.

$550.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Maximize Time With Your Boss (1.5 Hours)Time is limited, and you want to maximize your time with your manager. Whether you have 1 hour or 15 minutes, this training will help prepare you to maximize your time. We will explore the 5 focus areas when meeting with your boss. The training will also address how to receive feedback from your boss with openness, acceptance and curiosity – even when that feedback is given poorly. The training will also utilize scripted role-plays to practice the trained skills.

$825.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Team Conflict: Transform Conflict Into Connection (1.5 Hours)We often avoid conflict, especially at work, but that avoidance can drive disconnection and frustration. Teams that address conflict openly and directly have an opportunity to transform it into connection and collaboration. This training will explore ways to establish healthy relational foundations that enable productive conflict that include trust and empathy. It will also address practical real-time strategies to shift conflict to better outcomes and productivity.

$825.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Time ManagementEffective time management may feel out of reach in today's fast-paced, ever-distracted world. Our lives are very busy and many of us struggle to use our time effectively! This training will explore three skill areas of time management: awareness, arrangement, and adaptation. Human behavior research shows that these three skill areas are fundamental to managing time well. The training will provide specific strategies and practical steps to improve time management. We’ll discuss the most common barriers to time management such as procrastination, meetings, interruptions, and social media.

$550.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Working and Living With a Chronic ConditionManaging a chronic condition can be a full-time job. It can be all-consuming, and it impacts every aspect of life. The strategies for managing home and work with chronic conditions can be unclear. This training will explore considerations and strategies for managing chronic conditions in all areas of life. We will explore self-care strategies for work, the medical system and our personal lives.

$550.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Workplace BelongingBelonging is a need as fundamental for our survival as food and shelter. For employees, workplaces can be rich sources of meaningful connections. This training will explore the magic that unfolds when employees feel seen and understood – and the consequences when they do not. While belonging is the responsibility of a group, true belonging requires healthy self-awareness and personal boundaries. This training will explore ways everyone in the workplace can foster healthy belonging.

$550.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Workplace InclusionThe feeling of inclusion is a powerful need for all of us. Workplaces thrive when inclusion is valued and promoted, and emerging generations are demanding inclusive workplaces. Inclusion is connected to but different than diversity, belonging and equity. This training will explore the characteristics of an inclusive workplace including fair treatment and trust. The training will explore specific ways leaders and co-workers can promote inclusion in their teams.

$550.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Belonging and Inclusion in the Workplace (1.5 Hours)Belonging is a need as fundamental for our survival as food and shelter. For employees, workplaces can be rich sources of meaningful connections. This training will explore the magic that unfolds when employees feel seen and understood – and the consequences when they do not. While belonging is the responsibility of a group, true belonging requires healthy self-awareness and personal boundaries. Like belonging, feeling included is a powerful need for us all. Workplaces thrive when inclusion is valued and promoted. Emerging generations will be demanding inclusive workplaces. This training will allow everyone in the workplace to foster healthy belonging and inclusion.

$825.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Special Leadership Series: Manager Skill-Building

Manager Skill-BuildingThe Manager Skill-building Series is a three-session course covering nine hours of core management skills. The course features four cornerstones of effective management. Group discussions highlight real workplace scenarios. Participants are challenged to practice skills between sessions to improve their effectiveness as a manager. The standard series is provided in three, three-hour sessions over several months. This training is provided in-person. This offering is only available on-site. The maximum number of participants is 20. The training fee for this design is $5,850 plus travel fee and materials. Materials are $20 per workbook. If this schedule does not meet the need for your organization, we can discuss flexible options.

$5,850.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Leadership Training

Employee Recognition for the Win (1.5 Hours)Employee recognition is key to a healthy, meaningful workplace culture. In workplace research, it is hard to find anything as powerful for engaging and retaining employees. Yet, many leaders remain unsure how to communicate praise effectively. This training will explore the practical ways workplace leaders can foster an environment of positive and robust employee recognition.

$825.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Explore Your Leadership Style: Resonant Leadership (2 Hours)Resonant leaders drive their teams’ energies in positive directions. Resonant leadership is grounded in emotional intelligence (EQ), the ability to perceive and express your emotions, assimilate emotions and thoughts and regulate your emotions. Savvy and effective leaders discern when and how to shift their behavior based on the current needs and challenges. This training will explore six leadership styles: their characteristics, benefits and when and how to use them. Ahead of the training session, attendees can complete a free leadership assessment.

$1,100.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Influence, Authority and Trust: Oh My! (2 Hours)This session focuses on the three types of influence: role, experience, and relationship. We will explore how to know when to use the different kinds of influence with employees. The session also explores the importance of building trust with employees and co-workers. It will provide two models of utilizing and building trust as a leader.

$1,100.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Managing Burnout as a Workplace Leader (2 Hours)Distinct from vicarious trauma and compassion fatigue, burnout is a sense of being overwhelmed and a lack of purpose at work. Not only are organizational leaders tasked with preventing burnout within their workforce, but they are also experiencing high rates of burnout themselves. This training will address workplace burnout’s core causes, characteristics and sources. The training will explore three types of burnout and strategies for managing them all. The session will also explore how leaders can meaningfully impact the burnout of their employees. These strategies include sustaining manageable workloads, prioritizing mental/emotional well-being and connecting employees with their values.

$1,100.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Managing Conflict as a Leader (1.5 Hours)Workplace leaders have the power to transform conflict into connection. Teams often avoid conflict, but that avoidance may lead to frustration and poor performance. This training will provide strategies and ideas for confronting conflict head-on in ways that will lead to productive decision-making and problem-solving. We will also explore how leaders can coach their direct reports on peer conflict.

$825.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Mental Well-Being in the Workplace (1.5 Hours)Conversations about mental health and well-being are essential in the workplace. Mental health has always impacted productivity and performance, but we now have the language and resources to discuss it more openly and bravely. Leaders must be prepared to understand the impact of mental well-being on their workforce, and they need to speak comfortably with employees when they are struggling. This training will equip managers with data about mental health and why this topic can be uncomfortable for leaders. We will explore the power of trust and communication to create a brave workplace.

$825.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Mental Well-Being in the Workplace (2 Hours)Conversations about mental health and well-being are essential in the workplace. Mental health has always impacted productivity and performance, but we now have the language and resources to discuss it more openly and bravely. Leaders must be prepared to understand the impact of mental well-being on their workforce, and they need to speak comfortably with employees when they are struggling. This training will equip managers with data about mental health and why this topic can be uncomfortable for leaders. We will explore the Surgeon General’s Workplace Mental Health & Well-Being Framework. We discuss the power of trust and communication to create a brave workplace. This 2-hour version provides an in-depth conversation about the Surgeon General's Framework.

$1,100.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Navigating the Waters of Change as a Leader (2 Hours)We can always count on change, yet workplace leaders are often unsure how to navigate change in healthy, effective ways. Anxiety, frustration and resistance are all normal reactions to change within organizations. This session will explore how leaders can provide direction and support in ways that will effectively empower their employees.

$1,100.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Performance Evaluations: Shifting From Good to Great (1.5 Hours)Performance evaluations are often loathed by managers and employees alike! Yet, the process can offer incredible feedback, accountability and professional growth opportunities. How? We’ll give you a hint: Leaders must see this as a process, not a one-time meeting. This training session will walk leaders through how to transform the appraisal process from good to great. Our trainers will utilize the group’s current evaluation process and tools to customize the training session. It will include interactive discussion and scripted role-plays.

$825.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Slaps, Slay and Tea: Decoding Emerging Generations in the Workplace (2 Hours)Do you find yourself confused by younger generations at work? Are you uncertain about what motivates and drives them? Are you unclear about how to speak their language and connect? By 2025, 75% of employees in the workplace will be Millennials, and Gen Z is not far behind. Workplaces have always been challenged to meet the needs of various generations, but there are distinct differences in younger employees today. This training will cover the top generational challenges your workplace will face, provide clear opportunities so you can retain your top talent, and offer solutions to enhance your company’s success. This training can be customized for your specific workplace. The two-hour training option includes interactive group discussions and activities.

$1,100.00 Quantity 1 2 3 4 5 6 7 8 9 10

  

Trauma-Informed Leadership (2 Hours)Do you ever feel you need Triple-A for your team? Employee stress, anxiety, and frustration are at an all-time high. As a manager, do you see signs of this in your employees and teams? Are you prepared to help your team navigate these challenges? Trauma-Informed Leadership training will equip you with the tools you need to honor your team’s experiences while maintaining healthy boundaries and accountability in the workplace. The standard presentation is two hours. The training can be provided virtually or in person.

$1,100.00 Quantity 1 2 3 4 5 6 7 8 9 10