OneNote – Bringing Order to Your Digital Chaos-By AtoZ Compliance

Key Take Away :

This digital data collection training webinar will explain how Microsoft OneNote can make you more productive whilst helping you to manage your meetings, your projects and your life.

Overview :

OneNote is a free digital notebook application from Microsoft. If you have Microsoft Office, you have OneNote. If you have a smartphone or tablet, you can install the OneNote app. You can have access to your OneNote-based content anytime, anyplace, anywhere.

Why Should You Attend :

This OneNote online training will explain how OneNote notebooks can be shared with colleagues, customers, in fact anyone, making it the perfect platform for collaborative work.

Areas Covered In This Webinar :

OneNote video training onterminology – NoteBooks, Sections and Pages
Best practice for creating a Notebook
Restructuring and rearranging a Notebook
OneNote training course on protecting your information
Creating Notes
Working with Tabular data

Learning Objectives :

How to use OneNote as a Task Management tool
Using OneNote for Internet research
Collaborating with others/ sharing a Notebook
Go Mobile: How to use OneNote on an iPad
Drawing, sketching and hand-writing notes
Searching OneNote
Integrating OneNote with Outlook

Who Will Benefit :

Business Professionals,
Business Owners,
Researchers,
Administration Support Staff,
Educators
Anyone who wants to learn how to get the best from OneNote to manage projects and their life
For more information, please visit : https://www.atozcompliance.com/trainings-webinar/banking-financial-services/accounting-taxation/microsoft-onenote-online-training/mike-thomas/300216
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Beginner

Speakers Profile :

Mike Thomas
Mike Thomas has worked in the IT training business since 1989. His expertise and experience covers creating and delivering training courses, writing training materials and recording and editing video-based tutorials.

He is a subject matter expert in a range of Microsoft technologies and has also worked extensively with Mac OSX and Mac-related software since 2006, however, his passion is for all-things-Excel.

Mike is a Fellow of ‘The Learning and Performance Institute’ and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors.

In addition to training, he designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

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FDA & CFIA 2016 Regulatory Changes/Updates -By AtoZ Compliance

Key Take Away :

This webinar will cover the 2016 regulatory changes and updates for the FDA(US Food and Drug Administration) compliance programs and the CFIA (Canadian Food Inspection Agency) since 2016 is a banner year for updates and changes for both agencies.

Overview :

The US FDA regulatory compliance training and Canada’s CFIA training have moved from paper based reporting to each countries’ respective single window system. Many of the old forms have been replaced with electronic formats.

The FDA is requiring all foreign food based businesses to re-register, and Health Canada has many changes as well.

Learn what you need to update your business and keep up with all the new changes.

Why Should You Attend :

The webinar will cover the changes the USFDA is putting in place to report through Customs ACE reporting tool. It will cover the Canadian GMO rules. What do these agencies have in common and where do they differ? This can save companies from duplicating internal restrictions and possible violations from assumptions.

The webinar will cover a brief history of both agencies. What is the mission of each agency, do they differ?Are there new restrictions for importing and exporting? Determine if new labelling requirements will affect your products. What authority do these agencies have and how can they enforce regulations?

The webinar will cover new and updated product code classifications as well as recall protocol. Staying ahead of changes can keep you compliant and your business’s reputation clean. What’s next for these agencies? Determine if your current compliance programs are sufficient. New requirements and regulations can keep you scrambling, this webinar will help you stay ahead of the game.

Areas Covered In This Webinar :

The latest regulatory changes and requirements
Learn the latest terminology and acronyms
How does this affect global trade facilitation?
Determine current risk level and how to remain compliant
Learn the latest product marking requirements
Determine if your medical devices are marked and registered compliantly
Changes from June, July, August, and upcoming important dates

Learning Objectives :

Understanding the latest changes and legal requirements
Understand when changes and reporting requirements become mandatory
Determine software updates, availability, and requirements
Product marking and registration requirements
Identify other governmental agency requirements
Learn what reports are available
Learn how your broker, forwarder, and legal counsel can help

Who Will Benefit :

Internal regulatory departments,
Validation specialists,
Documentation specialists,
Quality control professionals,
Medical devices professionals,
FDA professionals,
Finance professionals,
Global tax professionals,
Trade compliance professionals,
Logistics managers,
Company compliance officers,
Import/export professionals,
Global trade professionals,
Brokers and forwarders,
Professionals who are looking for risk reduction, time and cost savings
Companies engaged in global trade

For more information, please visit : https://www.atozcompliance.com/trainings-webinar/cross-industry-functions/trade-and-logistics/compliance-in-fda-and-cfia-2016-regulatory-updates-and-changes/grant-smith/300204?utm_source=ref&utm_medium=13Apr
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Intermediate

Speakers Profile :

Grant Smith
Grant Smith an International trade consultant is the owner of Grant Smith Consulting, LLC. Mr. Smith is a trade compliance professional with 30 years of experience in global logistics and trade compliance.

A licensed customs broker and certified customs specialist, Mr Smith is also IATA and DOT Certified. He has been working for global corporations, implementing trade programs and providing training in multiple regions internationally.

Traceability in the context of food safety management -By AtoZ Compliance

Key Take Away :

This food safety compliance webinar will provide an overview of food traceability in the context of food safety management (HACCP, Preventive Controls, GFSI) by defining supply chain traceability as well as internal traceability.

Overview :

“Traceability is the ability to follow an item or a group of items – be it animal, plant, food product or ingredient – from one point in the supply chain to another, either backwards or forwards” (CFIA, 2016).

The webinar will address the need for one step forward/one step back traceability as part of a food company’s successful recall and food safety management system.

The webinar will discuss traceability requirements in Canada and the US. Examples will be given on how to demonstrate traceability requirements and food security training. Benefits of computerized food traceability systems will also be discussed.

Why Should You Attend :

Traceability is a requirement of today’s “modern” food safety management systems. It supports FSMA compliance and the company’s recall plan which allows for the fast removal of contaminated products from the marketplace.

In Canada, proposed regulations include new traceability requirements for businesses that prepare, import, export, or trade food across provinces. In the US, FSMA requires a recall and traceability plan for significant hazards requiring preventive controls.

For food/petfood manufacturers wishing to become certified to a GFSI-benchmarked scheme, minimal requirements for upstream and downstream product traceability is required for compliance.

The webinar will provide global food safety training and examples on how to comply with regulations and other food traceability requirements.

Areas Covered In This Webinar :

Traceability and achieving food safety compliance (GMP, HACCP compliance, Global food safety)
Developing a traceability program to support recall activities
Traceability in the context of food fraud and food security
Upgrading to a computerized traceability system

Learning Objectives :

Understanding the meaning of traceability (internal, supply chain)
Providing an overview of traceability program in the context of food safety management
Reviewing traceability requirements (Canada, US, Global food safety)
Discussing how to demonstrate traceability
Introducing traceability systems (featuring the Icicle cloud-based application)
Summarizing the benefits of a computerized traceability system over a manual system

Who Will Benefit :

Small and Medium Food and Pet Food Businesses who do not currently have a Food Safety Management System and wish to become Food Safety Compliant
Wineries interested in developing a Traceability Program
Small and Medium Businesses wishing to upgrade to affordable paperless Food Safety/ Traceability Management System
Importers of Food/Pet Food to Canada and the US

For more information, please visit : https://www.atozcompliance.com/trainings-webinar/food-chemicals/food-safety-compliance/traceability-program-global-food-safety-training/karine-lawrence/300237?utm_source=ref&utm_medium=22Mar
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Intermediate

Speakers Profile :

Karine Lawrence
Karine Lawrence is the principal and owner of Sirocco Food and Wine Consulting, a consulting company providing sensory evaluation and food safety services to the wine and food sector in Canada and the United States. Food safety services centre around training and the development and implementation of global food safety programs (GFSI-benchmarked Safe Quality Food (SQF)).

Karine is a sensory scientist and food safety specialist with over 14 years of industry experience. She has experience in a number of industry sectors including the baking and snack, wine and spirit, fresh cut and produce industries.

She holds a master’s degree in Food Science and Engineering (France) as well as a Master of Food Science (Canada). Karine is a certified HACCP auditor (ASQ) and a Canadian Certified HACCP Professional as well as a certified Safe Quality Food (SQF) trainer and consultant. She is also an instructor in the school of Food, Wine and Tourism at Okanagan College where she teaches Wine Quality and Sensory Evaluation of Wine.

The Do’s and Don’ts of Records Retention and Destruction -By AtoZ Compliance

Key Take Away :

This webinar will aid the process of organizing, saving, and destroying company records which can be confusing even for a seasoned professional.

Overview :

Employers have lots of information on their employees – for employee engagement and retention– from social security numbers to disciplinary records. It is impossible to keep everything indefinitely as part of employee engagement programs. Destroying documents too soon, however, will inevitably lead to serious consequences. When can you destroy documents safely and legally?

Save too many files, and your company will pay unnecessary storage fees. Accidentally destroy certain information and you could be vulnerable to costly fines with the DOL or unprepared in the event of a lawsuit.

Why Should You Attend :

Courts are increasingly issuing significant fines against companies that have destroyed documents that were relevant to the litigation. Sometimes court even enter default judgments in particularly egregious cases. How do you protect your company?

Areas Covered In This Webinar :

Keys to Solving Record Retention Issues: What’s Required by Law
How to determine a record’s retention & storage period

Learning Objectives :

Tips for a Strong Electronic Record Retention Program
Paper vs. paperless: How your retention obligations change
Establish policies for electronic records: Email, IM, & Web content
What records should be kept when an employee leaves?

Who Will Benefit :

Human Resource Managers,
Risk Managers,
Recordkeeping Personnel

For more information, please visit : https://www.atozcompliance.com/trainings-webinar/human-resources/hr-management-leadership/employee-engagement-retention-strategies/susan-fahey-desmond/300236?utm_source=ref&utm_medium=22Mar
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Intermediate

Speakers Profile :

Susan Fahey Desmond
Susan Fahey Desmond is a shareholder with Jackson Lewis PC. She has been representing management in all areas of labor and employment law for 30 years. She is listed in Best Lawyers in America for labor and employment law and has been named by Chambers USA as one of America’s leading business lawyers

Reinventing Remote Monitoring to Improve Clinical Trial Quality -By AtoZ Compliance

Key Take Away :

During this webinar, strategies for remote monitoring will be discussed, including the review of data for trends, how to make the most of writing queries, and what “red flags” to look for that may indicate issues on site.

Overview :

Across the industry, companies are striving to find ways to improve operational efficiencies. Currently, over 80% of site-based documentation today is still fully paper based, with both cost and risk consequences for the entire clinical trial process. Specific liabilities of a paper-based system include audit and inspection risk, reduced site productivity, manual reconciliation of TMF and site records, as well as the lack of visibility into site performance.

Strategies for saving time and money, without compromising oversight and quality, are an ongoing challenge within the industry. In an age where technology is ever present from ordering medications online, consulting with a physician, and having “live” conversations in chat rooms about medical issues, the clinical research industry has been slow to maximize the use of technology.

Why Should You Attend :

With sponsors/CROs implementing the FDA’s final guidance on a risk-based approach to monitoring, time on site is being reduced to one day visits and/or on-site visits are scheduled few and far between per monitoring plans. Better utilization of remote monitoring is critical to ensure sites are compliant and the data is accurate and consistent.

Areas Covered In This Webinar :

A variety of approaches can be used by sponsors to ensure monitoring obligations are fulfilled. Traditionally, this has involved on-site visits where monitors are required to check a high percentage of the data entered on the case report forms (CRF) against source, to ensure that the protocol is deployed correctly, and adverse events reported appropriately.

The size, complexity and number of clinical trials mean that complete on-site monitoring is becoming an ineffective, expensive and inefficient process. However, effective monitoring is critical for the protection of subjects and the integrity of the data produced, meaning that on-site monitoring is still required by regulation for critical study parameters.

Remote monitoring is seen as an acceptable addition to the process. To use remote monitoring effectively, a risk assessment must be performed and included in the monitoring plan prior to the start of any clinical program and adapted as the program evolves.
Learning Objectives :

Describe approaches and techniques for remote data review
Explain techniques for query writing to ensure clear communication of issues
Implement strategies to identify problem areas and how to maximize time on site following remote monitoring

Who Will Benefit :

Clinical Research Associates,
Study Coordinators,
Project Managers,
CRA Managers,
Validation specialists

For more information, please visit : https://www.atozcompliance.com/trainings-webinar/life-sciences/clinical-research/remote-monitoring-to-improve-clinical-trial-quality/danielle-delucy/300183?utm_source=ref&utm_medium=30Mar
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Beginner

Speakers Profile :

Danielle DeLucy
Danielle DeLucy, MS, is an Independent Consultant to the Biologics and Pharmaceutical Industries.

Danielle DeLucy, is owner of ASA Training and Consulting, LLC which provides Pharmaceutical and Biologics based companies with training and quality systems assistance in order to meet Regulatory compliance.

Prior to this role, Danielle has been in the industry for 15 years serving in numerous Quality Management Roles, such as the Director of Product Quality, the oversight of Sterility Assurance practices and provided QA oversight of numerous filling and packaging operations.

Danielle began her QA career as a Quality Control Pharmaceutical Microbiologist at a contract laboratory where she performed various tests for their clients. In the years after, she has held positions in the Quality management arena while increasing her responsibility. She has helped to lead many Regulatory Health Inspections and was instrumental in the coaching process of her peers prior to any inspection.

Currently, Danielle assists companies who are faced with warning letters, consent decrees and those wishing to improve compliance establish more robust quality systems so that the company can succeed.

Understanding Design Controls (to include Adaptive Designs for Clinical Studies) -By AtoZ Compliance

Key Take Away :

This webinar will take you through Design Controls that manufacturers require to follow a sound process to develop a medical device, with the intent of improving the probability that the device will reach an acceptable level of efficacy and safety. It will cover all aspects of the Design Control process to prevent costly compliance/regulatory errors up to and including medical device recalls.

Overview :

Design Controls are the processes used to design, develop, and manage medical devices that you manufacture. They are mandated by federal regulation however the regulations concerning design controls are vague in terms of the specific process steps required and the approaches that should be taken to achieve compliance should be developed.

Knowing how the FDA both views and examines design controls is crucial to achieving compliance throughout the life of the medical devices you manufacture and is one of the most valuable compliance subject areas to explore.

Noncompliance in design controls, which are consistently uncovered by the FDA during inspections and examinations, are concerned with the design control process that has been designed and applied and the documentation required to support each design control step.

The specific sections of the regulations that apply to design controls include CFR 21 Part 820 Quality System regulation found in Sec. 820.30 and Sec. 820.40. These sections of the regulation are extremely complex and difficult to apply particularly for companies that are new to the medical device field.

This webinar will explore how design controls should be designed to meet both the spirit and intent of the regulation and the needs of both the medical device itself and the organization.

Also covered briefly will be an explanation of the FDA’s new guidance concerning Adaptive Designs for Medical Device Clinical Studies.

Why Should You Attend :

The number of medical device recalls over the past several years has almost doubled each year indicating that the FDA is increasingly looking at the medical device industry in general and how products are designed and managed in particular. Manufacturers are at significant compliance risk when their design control processes are flawed and are not carefully designed. Compliance risk has significant health and safety implications that medical device companies today can simply not ignore.

In of Adaptive Designs, an adaptive design process can significantly reduce resource requirements, reduce the time to study completion, and increase the potential for study success.

Areas Covered In This Webinar :

An overview of the design control guidance for design controls
A “drill down” through each step of the design control process
An explanation and differentiation between verification and validation
The Design Control Plan – its contents, functions, and uses
The design control life cycle process
An overview of Adaptive Design and the recently produced FDA guidance explaining it

Learning Objectives:

Describe the regulatory guidance concerning design controls
Explain each step of the design control process
Define the iterative nature of the design control process and how
Define validation and verification
Explain the importance of and differences between design inputs and outputs
Explain how validation and verification is accomplished
What is the design control plan?
Explain where in the process design verification and validation occurs
Explain the Life Cycle process and how it relates to design controls in general
Overview the Guidance document for Adaptive Designs for medical Device Studies
Define Adaptive Design
State the advantages and limitations of Adaptive Design
Explain when adaptive designs should be chosen

Who Will Benefit :

Quality
Regulatory
Compliance
R & D
Design and Development
Manufacturing and Engineering
Anyone involved in the Manufacture of Medical Devices that has had some exposure to the subject area and regulated environments

For more information, please visit : https://www.atozcompliance.com/trainings-webinar/life-sciences/medical-devices/understanding-design-controls/charles-h-paul/300167?utm_source=ref&utm_medium=29Mar
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Intermediate

Speakers Profile :

Charles H. Paul
Charles H. Paul is the President of C. H. Paul Consulting, Inc. – a regulatory, training, and technical documentation consulting firm.

Charles has been a regulatory consultant for over 20 years and has published numerous white papers on the subject. The firm works with both domestic and international clients designing solutions for complex training and documentation issues.

Using a Risk Manual to Communicate Compliance throughout the Organization – By AtoZ Compliance

Key Take Away :

This webinar will show you how to create a business risk management assessment plan by using a risk manual, to design, perform, monitor and communicate corporate risk management as it relates to plans and results; and in turn becomes the basis for updating the risk assessment plan.

Overview :

Creating an enterprise risk management assessment plan — creating any plan — is never easy. It is done more easily, however, when the enterprise risk management frameworkrelates to what people do, and what is expected of them. Enterprise risk management training on what is expected of them can be based on the goals – and every plan has goals, or targets — for what they do, and can be compared to the results of what they have done – and every plan must compare results to targets during the business-planning process. Both the results and the goals can best be seen as the end products of their work. Those end products are the outcomes – the results – of their assigned work – of their participation in the assigned business processes.

Although companies often organize IT risk management frameworks – and the related policies, procedures and controls by organization components and subject matter – by function – organizing information and communication by business process enables lower costs, more focus, and greater accountability, among other benefits. When business processes are the focus, then the emphasis on planning – and related communication, risk management and control — can be on the outputs of those business processes; and, in turn, those outputs are the focus of planning (basically, the purpose of a risk assessment plan is to eliminate or mitigate unacceptable levels of uncertainty in the outputs of business processes due to factors affecting the outputs of business processes).

In sum, risk management courses onlineto plan for risk efficiently and effectively throughout the organization, suggest a risk manual as a very useful tool, because it enables presenting, by business process, the means of eliminating or mitigating risk to achieve acceptable levels of risk; and in doing so, enables the integration of risk management program, control, and compliance.

This strategic management coursewebinarbegins with a review of a typical business process framework, which can be easily tailored to your organization, in the context of, and interacting with, outside related parties. These interactions are the bases for risk and compliance, and the organization’s responses are the basis of control, so that business process framework enables defining the range of process outcomes, of process outputs, and whether these ranges are acceptable from the standpoint of both internal and external compliance, and internal control.

This webinar then will illustrate a risk manual and the tools for designing, using and communicating risk. These examples will show practical approaches that organizations have used successfully.In closing, recommended actions for measuring and monitoring an integrated approach to risk, control and compliance management will be presented. As a consequence, the risk assessment plan can be developed, monitored, and updated.

Why Should You Attend :
You should attend if you are afraid of stakeholder reactions to the bad press from such matters as auditor comments about poor risk management and control, of regulator comments and ensuing actions due to compliance issues, and/or of unexpected performance problems due to failures to mitigate risks effectively, or failures to anticipate risks. Building monitoring into all business processes by using a risk manual, and having in place objective means of measuring and reporting on monitoring of risk, control and compliance can reduce the concerns about exposures to bad press.

Beyond bad press are the fears and uncertainties of internal disharmony due to the inability of cross-functional teams to get the results desired from their efforts to manage risk and compliance. Cross-functional teams are the approach used by many organizations to address these matters, but there is a better answer, deriving from a business-process approach to managing risk, control and compliance. This approach will be presented in this webinar.

Uncertainty is built into risk, because the consequences of the causes of risk are shaped by the possibility of future events and the conditions that result from them. Good risk management can mitigate this uncertainty, by incorporating effective measuring and monitoring — and, of course, effective planning and communication (which also should be monitored) – into business processes.

Some people feel that being able to measure the level of risk, control and compliance management is uncertain, and doubt that it can be done. However, if objective and relevant measures are applied to the outcomes – the outputs — of business processes, then it is likely that these matters can be monitored, and reported, in a way that enable the organization to be more comfortable with its exposures to fears, uncertainties and doubts.

Areas Covered In This Webinar :

You should attend if you are afraid of stakeholder reactions to the bad press from such matters as auditor comments about poor risk management and control, of regulator comments and ensuing actions due to compliance issues, and/or of unexpected performance problems due to failures to mitigate risks effectively, or failures to anticipate risks. Building monitoring into all business processes by using a risk manual, and having in place objective means of measuring and reporting on monitoring of risk, control and compliance can reduce the concerns about exposures to bad press.

Beyond bad press are the fears and uncertainties of internal disharmony due to the inability of cross-functional teams to get the results desired from their efforts to manage risk and compliance. Cross-functional teams are the approach used by many organizations to address these matters, but there is a better answer, deriving from a business-process approach to managing risk, control and compliance. This approach will be presented in this webinar.

Uncertainty is built into risk, because the consequences of the causes of risk are shaped by the possibility of future events and the conditions that result from them. Good risk management can mitigate this uncertainty, by incorporating effective measuring and monitoring — and, of course, effective planning and communication (which also should be monitored) – into business processes.

Some people feel that being able to measure the level of risk, control and compliance management is uncertain, and doubt that it can be done. However, if objective and relevant measures are applied to the outcomes – the outputs — of business processes, then it is likely that these matters can be monitored, and reported, in a way that enable the organization to be more comfortable with its exposures to fears, uncertainties and doubts.
Learning Objectives :

Learn how to apply business-process design, measurement, communication and monitoring
Learn business-process management – for risk, control and compliance management
Learn why this approach is more effective and efficient than functional management

Who Will Benefit :

Leaders and Members of Cross-functional Teams dealing with Risk, Control and Compliance Management,
Operations Personnel,
Accounting Personnel,
IT Personnel,
Auditing Personnel,
Line and Staff Personnel

Level:
Intermediate

For more information, please visit : https://www.atozcompliance.com/trainings-webinar/cross-industry-functions/enterprise-risk-management/business-risk-management-training/malcolm-schwartz/300235?utm_source=ref&utm_medium=23Mar
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Speakers Profile :

Malcolm Schwartz
Until his recent retirement from PwC, Mr. Schwartz had been the partner responsible for the consumer products industry management consulting practice in its Eastern Region. He also had led the financial management practice. Previously, Mr. Schwartz was a senior vice president of Booz, Allen & Hamilton Inc., playing lead roles in the financial management, risk and controls, operations management, systems, and telecommunications practices; and had been responsible in the Eastern Region for the financial management services practice and for the administrative management services practice; and had been CFO. Typical consulting projects that he led include:

Revising the organization, processes and systems of a major consumer products manufacturer, resulting in share and service gains, and cost and asset reductions

Reengineering the supply chain — including demand management and communication, planning and scheduling, operations improvement and supplier synchronization, and strategic sourcing — for a household products company

Designing and installing a process-based controls approach for a global confectionery and foods company

Mr. Schwartz also has had extensive industry experience, including:

Manufacturing, industrial engineering, and cost control at Procter & Gamble.

Controller, treasurer, industrial engineering management, physical distribution management, and division management positions with International Silver Company, the housewares products subsidiary of Insilco Corporation.

With Westinghouse Electric Corporation, staff vice president for finance and operations of the Leisure Industries Group; and then executive vice president of Longines-Wittnauer Direct Marketing Company, the direct mail division.

Mr. Schwartz also served in the U.S. Navy Civil Engineer Corps, concentrating in public works administration, construction project management, housing construction and administration, and transportation management.

Mr. Schwartz has written and spoken on governance, risk management, internal control, financial management, and productivity; and has been an expert witness on industry and organization structure; and has addressed international audiences on controlling investments and productivity, risk management and controls, activity-based costing, and organization design; and has been contributing financial editor to technical journals. At PwC, he developed and led the activity-based costing practice; supported the development of business process reengineering; led the transition integration effort to create PwC from two separate firms, was one of the principal authors of Internal Control – Integrated Framework (ICIF); developed the risk assessment tools for the in-control practice; and developed related training for the for the audit and attest practices. He was on several COSO task forces developing guidelines for using ICIF.

He received a BSE degree with honors from Princeton University, majoring in civil and general engineering, and was elected to Phi Beta Kappa. Also, he won the Class of 883 English Prize for Freshmen in the School of Engineering. His undergraduate thesis was on “The Competitive Bid Construction Contract.”

Automating Excel – Macros and VBA 101-By AtoZ Compliance

Key Take Away :

This webinar gets you started with VBA – the programming language that is built in to Excel and the other applications in the MS Office Suite. It’s aimed at advanced users of Excel dashboard course, with little or no programming experience, who wish to take their level of automation knowledge in Microsoft Excel training beyond the macro recorder.

Overview :

VBA is the programming language that is built in to Excel (and the other applications in the MS Office Suite). VBA is used to automate tasks that would otherwise have to be performed manually by pressing keys and selecting items with the mouse – and if that sounds like a macro – well it is.

But, there’s a limit to what the macro recorder can do. So, where the macro recorder’s functionality ends, VBA takes over. At a more advanced level, VBA enables you to, amongst other things, build your own worksheet functions, create automated workflows and control and interact with other applications.

Why Should You Attend :

VBA is one of the must have skills for advanced Excel training for Excel Power Users. VBA will save you, your colleagues and your customers hours of time by allowing you to automate any Excel-based task or process. If you’ve never used VBA before and you’d like to learn about the basics of VBA and automation, this Excel training online webinar is for you.

Areas Covered In This Webinar :

Getting familiar with the VBA editor
Understanding VBA jargon such as procedures, modules, methods and properties
How to edit an existing macro
How to write a simple macro from scratch using VBA
Creating inline documentation

Learning Objectives :

Commonly used VBA functionality including IF statements, Looping statements and variables
Using VBA to control what happens a file is opened or closed
How to create your own worksheet functions

Who Will Benefit :

Advanced users of Excel across Industries
Anyone who wants to do Microsoft Excel training online

For more information, please visit : https://www.atozcompliance.com/trainings-webinar/banking-financial-services/accounting-taxation/how-to-learn-microsoft-excel/mike-thomas/300221?utm_source=ref&utm_medium=15Mar
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Advanced

Speakers Profile :

Mike Thomas
Mike Thomas has worked in the IT training business since 1989. His expertise and experience covers creating and delivering training courses, writing training materials and recording and editing video-based tutorials.

He is a subject matter expert in a range of Microsoft technologies and has also worked extensively with Mac OSX and Mac-related software since 2006, however, his passion is for all-things-Excel.

Mike is a Fellow of ‘The Learning and Performance Institute’ and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors.

In addition to training, he designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

TIN Verification, B-Notices, and Backup Withholding: Best Practices to Reduce IRS Notices and Avoid Penalties -By AtoZ Compliance

Key Take Away :
How to establish and use procedures that verify vendor TIN and name matching to streamline year end processing and minimize errors when issuing and filing vendor 1099 Forms.

Overview :
Issuers of 1099 Forms can adopt best practices and procedures that streamline the year end process and provide assurance that 1099s are correct, at least so far as vendor names and TINs are concerned. While certain errors in reporting dollar amounts are considered “inconsequential” under new de minimis error rules, errors in the payee name or TIN are never considered inconsequential and can result in penalties.

Best practices to avoid errors and penalties include TIN solicitation, TIN verification, timely and appropriate response to IRS notices including issuing and follow up on B-Notices to payees, and procedures to implement and discontinue backup withholding as required.

The webinar will discuss the solicitation process including solicitation using and analyzing Form W-9, annual solicitations, B-notices and solicitations in response to IRS notices, and what to do when the vendor does not provide a TIN or provides an incorrect TIN.

Why Should You Attend :

Year end is a busy time for Accounts Payable. With the acceleration of the due date for certain 1099 Forms and the increased penalties, it is more important than ever to prepare information returns correctly and file them on time.

Establishment and implementation of procedures providing for TIN solicitation, TIN verification, response to IRS notices and backup withholding are keys to efficient processing, avoiding errors or missing information, and establishing reasonable cause for penalty avoidance when errors occur.

Areas Covered In This Webinar :

This webinar will discuss

The IRS matching process

How the IRS matches the names and tax ID numbers on information returns such as Form 1099 to determine if they are correct. It also uses this process to notify issuers of incorrect names and numbers and to propose and assess penalties for errors to issuers.

Understanding the process and registering for and using the IRS TIN verification service is a best practice for preventing mismatches and penalties and to establish reasonable cause when mismatches occur.

Penalties

Penalties for errors on information returns, including 1099 Forms have increased for 2016 returns filed in 2017.

Establishing reasonable cause

When errors do occur, certain exceptions are allowed to the assessment of penalties including reasonable cause. To establish reasonable cause, issuers must demonstrate due diligence and circumstances beyond the issuer’s control. Using Form W-9 to timely solicit information from a payee regarding the name and ID number of the payee, whether the payee is subject to or exempt from backup withholding, and the payee’s entity type is a key first step in establishing due diligence. Additional follow up may be required when a payee fails to provide a TIN, when TIN verification returns a mismatch, or when the IRS notifies the issuer of an incorrect TIN.

Learning Objectives :

Know how to register individuals to use the IRS TIN verification system and set up a company account.
Know how to submit names and TINS for verification.
Know the steps to properly follow up on a mismatch indicated by the TIN verification system.
Understand the importance of TIN solicitation using Form W-9 and follow up solicitations where necessary in establishing due diligence and reasonable cause for purposes of penalty avoidance.
Know how and when to issue B-notices to vendors and what to do when the payee responds or fails to respond.
Know what to do when a payee fails to provide a TIN.
Understand backup withholding, when to start it, when to stop it, and how to deposit and report it.

Who Will Benefit:

CFOs and controllers
Accounts payable and accounting managers
Accounts payable processing professionals
Employers and Business owners
Purchasing managers and professionals
Public accountants, CPAs and Enrolled Agents
For more information, please visit : https://www.atozcompliance.com/trainings-webinar/banking-financial-services/accounting-taxation/irs-and-fatca-compliance-program-practices-to-reduce-irs-penalties/patrick-a-haggerty/300198?utm_source=ref&utm_medium=07Mar
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Intermediate

Speakers Profile :

Patrick A Haggerty
Pat Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, and information return reporting.

Spotlight on Post Market Surveillance -By AtoZ Compliance

Key Take Away :

This webinar will discuss the essentials of Post Market Surveillance, how you can develop your capabilities and how PMS can provide you with important information to improve your device, better service your customers, and reduce the risk of adverse events.

Overview :

Post Market Surveillance (PMS) is the practice and system of monitoring the safety awareness training of a medical device after it has been released on the market.

It relies on several foundations including unique device identifiers (UDI), electronic health records and medical device reporting, device registries, and advance methods for evidence generation, data analysis and vigilance awareness training. It is a system that continues to develop and improve.

Why Should You Attend :

Post Market Surveillance is an essential part of the FDA’s mandate to protect the public health. This Post Market Surveillance and Vigilance Webinar will establish why it is something that every medical device company needs to understand to ensure product safety and effectiveness and customer satisfaction.

Areas Covered In This Webinar :

Overview and Definitions
FDA Expectations, Regulations
Lessons Learned and Enforcement Case Studies
Medical Device Reporting

Learning Objectives :

Investigating a complaint or MDR
FAERS – FDA Adverse Event Reporting System
Common Mistakes and how to avoid them
Best Practices
Preparing for an FDA or NB Inspection

Who Will Benefit :

Complaint Specialists and Managers
Individuals participating in Failure Investigations
Individuals analyzing Returned Products/Complaint Analysis
Regulatory Affairs Personnel
Quality Engineers
Clinical Affairs Personnel
Complaint Handling Unit Personnel
Compliance Specialists
For more information, please visit : https://www.atozcompliance.com/trainings-webinar/life-sciences/medical-devices/post-market-surveillance-and-vigilance-webinar-training/susanne-manz/300201?utm_source=ref&utm_medium=23Feb
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Intermediate
Speakers Profile :

Susanne Manz
Susanne Manz, MBA, MBB, RAC, CQA is an accomplished leader in the medical device industry with emphasis on quality, compliance, and six sigma. She has an extensive background in quality and compliance for medical devices from new product development, to operations, to post-market activities.

Susanne has a BS in Biomedical Engineering and an MBA from the University of NM. She earned her Black Belt and Master Black Belt certifications while at Johnson and Johnson. Susanne also holds Regulatory Affairs Certification (RAC) from RAPS and Certified Quality Auditor (CQA) certification from the American Society for Quality.

Susanne has now established a consulting business with a mission to provide services to help medical device companies achieve world-class quality and compliance.