Performing BSA/AML/OFAC Risk Assessments Properly-By AtoZ Compliance

Key Take Away:

This AML compliance program webinar will summarize the importance of performing BSA/OFAC/AML risk assessments properly and will discuss the various components needed to implement an effective BSA risk assessment.

Overview:

This webinar will explain what is needed to maintain an appropriate risk assessment on-going of BSA/AML/OFAC.

Why Should You Attend:

This webinar will provide insight in to what regulators and examiners expect from financial institutions/financial regulatory compliance professionals in their BSA/AML/OFAC risk assessments.

Areas Covered In This Webinar:

BSA/AML/OFAC risk assessment expectations
Importance of working with all areas of financial institution for establishing appropriate risk ratings for BSA/AML/OFAC
Areas to be covered by the security risk assessment
Third party vendor risk assessment examples, risk rating guidelines and suggestions
Monitoring of risk ratings

Learning Objectives:

Conduct an effective BSA/AML Risk Assessment for your financial institution
Implement effective BSA/AML risk assessments
Implement best-practice risk assessment strategies
Advise management on continuous monitoring of BSA/AML risk
Advise management of how the BSA/AML risk assessment plays a critical role in the Enterprise Risk Model
Recommend BSA/AML risk assessment approaches and oversight

Who Will Benefit:

BSA Officers
BSA Personnel
Audit Personnel
Senior BSA management

Level:
Intermediate
For more information, please visit : http://bit.ly/2nqPoem
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509
Speakers Profile:

Gina Lowdermilk
Gina Lowdermilk is a highly experienced and educated BSA/AML and Financial Regulatory Compliance professional with extensive policy and procedure development and implementation, training, internal audit, monitoring, risk management, and reporting experience. Her emphasis has been working with financial institutions that are experiencing regulatory concerns and resolutions, including enforcement actions such as memorandums of understanding and cease and desist orders.

Her 15 years of experience has given her the opportunity to work from small community banks to large, international financial institutions. Her roles not only included BSA/AML and Compliance, but also operations, lending services, business development, marketing, management, department development, and asset quality. Ms. Lowdermilk has worked with all of the financial regulators and examiners. She possesses advanced Microsoft Excel, PowerPoint, Word, Internet Explorer, Visio, and Access skills.

She also has experience with FiServ, BAM, CRA Wiz, TeamMate, COGNOS, and Metavante banking software. Gina has been responsible for creating both recurring and ad hoc executive management and board presentations. In addition to her above experience, she is also an adjunct instructor for the business and construction management programs at a local college, as well as writes numerous BSA/AML and Compliance articles, training materials, and manuals as requested from numerous clients.

Negotiating Cooperative Research And Development Agreements (CRADAs) With The US Government – By AtoZ Compliance

Key Take Away:

This webinar will explain CRADAs and their key provisions as well as the process of negotiation and approval of CRADAs so that in-house and outside counsel can properly set expectations for their researchers and upper management executives interested in pursuing a CRADA collaboration.

Overview:

This webinar will provide an overview of Cooperative Research and Development Agreement (CRADA) as a mechanism for working with the federal government. The webinar will review the legislative history creating the CRADA as a contract mechanism; describe the structure of CRADA agreement; and outline what the government and the CRADA collaborator can and cannot provide under a CRADA.

The different types of CRADAs will be explored, as well as key contract provisions such as the definition of CRADA subject inventions, the options to license government rights in CRADA Subject Inventions, the statutory license back to the government on all CRADA subject inventions, and the government’s march-in rights.

Participants will gain insight on the importance of the scope of the Research Plan in determining which inventions will be classified as CRADA subject inventions. The webinar will help participants understand both the risks and the benefits of working with the federal technology transfer act under a CRADA.

Why Should You Attend:

The agencies of the federal government have much to offer both to small businesses and major corporations interested in collaborating with the government. The expertise of government staff and access to in-kind resources of the government can help companies develop their technology to bring it to market.

The Cooperative Research and Development Agreements (CRADA) serves as valuable mechanism for companies to gain access to the expertise and resources of the federal government in a way that protects their proprietary interests in their technology. But negotiating with the federal government can be daunting. Understanding the government vernacular and the laws and regulations governing CRADAs is critical to ensuring a CRADA achieves the company’s goals.

Understanding the risks and benefits of the CRADA contracting mechanism is important in determining which projects are best suited for CRADA collaborations and which are not.

Areas Covered In This Webinar:

The webinar will cover the legislative history of the Stevenson-Wydler Act Technology Innovation Act and the Federal Technology Transfer Act that led to the development of the CRADA mechanism as a tool for supporting research collaborators with the federal government.

The types of CRADAs will be explained and the general structure of CRADA agreements will be reviewed. Key CRADA contract provisions will be reviewed, including the definition of CRADA subject inventions, the options for license to the government’s rights in CRADA subject inventions, the statutory license back to the government and the government march-in rights.

The process for negotiation of CRADAs will be reviewed, as well as the various processes for approval of CRADAs by the federal government. Participants will gain insight on the importance of the scope of the Research Plan on determining which inventions will be classified as CRADA Subject Inventions. The webinar will help participants understand both the risks and the benefits of working with the federal government under a CRADA.
Learning Objectives:

Understanding when a CRADA can be used
The different types of CRADAs available
What the federal government can provide under a CRADA and what it can’t provide
Tips for negotiating CRADAs
Risks and benefits of CRADAs

Who Will Benefit:

In- house Counsel
Outside Counsel
Small Business Interests
Scientific Community
Entrepreneurs

For more information, please visit :http://bit.ly/2qiHKpQ
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Speakers Profile:

Kate Duffy Mazan
Kate Duffy Mazan is an attorney in private practice in McLean, VA. She is the founding member of The Clinical Technology Transfer Group (CTTG). CTTG is a law firm concentrating in technology transfer and regulatory compliance in the clinical setting.

Kate has extensive experience in the negotiation of Cooperative Research and Development Agreements (CRADAs). Prior to entering private practice, Kate worked for nine years at the National Cancer Institute (NCI) within the National Institutes of Health. As a technology transfer professional at NIH she managed the intellectual property portfolio of NCI’s Natural Products Branch, negotiating CRADAs and international agreements with countries in Africa, Central and South America, and the Pacific rim.

Kate also served as the Coordinator, of the Client Centers Unit in NCI’s Office of Technology Development, where she managed and directed the technology development activities for the Office of the Director of the National Cancer Institute and six “client” Institutes. Primary responsibilities included training and management of staff responsible for negotiating a wide variety of technology transfer agreements including Cooperative Research and Development Agreements (CRADAs), Clinical Trial Agreements, Material Transfer Agreements (MTAs) and Confidential Disclosure Agreements (CDAs). Kate began her career at NIH as Chief of NCI’s Cancer Information Service (CIS), a nationwide network of cancer information and education programs located at major cancer centers across the country. In that capacity she was responsible for developing a training program on the conduct of clinical trials to assist information specialists explain clinical research to patients and the public.

Since entering into private practice in 1997, Kate has assisted a variety of companies in the negotiation of CRADAs, government licenses and other technology transfer agreements with the federal government. Her practice also includes a heavy emphasis on clinical research. She and her staff provide transactional and regulatory support to pharmaceutical, biotech, medical device, and dietary supplement companies in the US and around the world conducting clinical research. CTTG provides high volume contracting services for companies conducting clinical trials and as well as regulatory assistance on informed consent, HIPAA, and Good Clinical Practice requirements.

Kate holds a law degree from the Columbus School of Law at the Catholic University of America, Washington, D.C., a Master of Science in Public Health Administration from the University of Massachusetts Amherst, and an A.B. from Stonehill College, North Easton, Massachusetts. Kate is admitted to practice law in Virginia, Maryland, and the District of Columbia.

Managing Client Expectations Without Losing Your Shirt or the Next Job -By AtoZ Compliance

Key Take Away:

This webinar will teach you how to keep your costs lower by not performing unnecessary work, how to increase your revenue for work you do perform and how to make your clients so happy that you don’t bid jobs, you negotiate them.

Overview:

This webinar will help participants examine issues on the project from multiple viewpoints. While a General Contractor certainly has one perspective on the project, so too do the Owner, Architect/Engineer, Subcontractors, and other Stakeholders. By learning to present issues in the right framework we decrease adversarial behaviors on the project and increase the likelihood that our proposals for additional work will be accepted.

Participants will also learn to negotiate better terms and conditions before contracts are awarded. The clients have a belief that everything is free on bid day, but there are ways that Contractors can push back and still get the work.

Just like change orders can be issued after work is awarded to add project requirements, change orders can be used to lessen onerous project requirements as well. Many times this can be done without having to give back money.

If your clients are causing you to spend a lot of time on efforts that are not implemented, and worse not paid for, then you need this course to learn how to minimize those occurrences.

This webinar is about learning to manage the relationship in a positive way to get what you need. It is also about learning the right ways to add value that will have a positive impact on your client, and a positive impact on your cash flow. Many of these changes cost you nothing to provide, and some might even cost you less than what you currently do.

Satisfied clients are more likely to hire you again through negotiated contracts that allow you to command a higher fee and lower risk. Satisfied clients are also more likely to refer you to other owners where you can still negotiate contracts rather than risk it all in low bid shoot-outs.

Why Should You Attend:

Are you bidding jobs with no margin just to keep staff employed? Are changes after award causing you to lose even more money? If your clients are fighting you at every turn, then you need to take this webinar.

Our clients can be our biggest adversary, or our greatest ally. Much of that depends on how well your Project Manager manages that relationship. It is not enough to simply be a Project Manager. We must become Project Leaders. Much of this transformation comes from the use of our attitude.

Our attitudes are the most important tool in our toolbox. It costs us nothing to purchase, if we use it well it can gain us everything, and if we use it poorly it can cost us everything. How we use it is up to us. Participants will learn how to get the most from their project team by focusing on key attitude changes.

These soft skills translate to hard dollars lost. Projects are not profitable when the Project Managers do battle daily with your clients. Projects are also not profitable when Project Mangers simply give away a lot of small changes for no consideration. There is a way to manage the relationship and the client so that everyone wins.

Areas Covered In This Webinar:

• How to substitute value propositions to keep more profit

• How to satisfy clients so that they want you back for the next job
Learning Objectives:

• How to anticipate client needs and expectations

• How to redefine expectations to lower your risk

• How to clarify expectations and get buy in

• How to stop client interference in your work processes
Who Will Benefit:

• Project Managers

• Assistant Project Managers

• Project Directors

• Program Managers

• Project Executives

For more information, please visit : http://bit.ly/2qI1bKr
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Intermediate

Speakers Profile:

Heath Suddleson
Heath Suddleson has more than 25 years managing projects in the design and construction industry where he has led teams in managing billions of dollars worth of projects. In these roles, Heath has served as the Contractor, the Architect/Engineer, and even represented the Owner.

He learned some of his most profound lessons by serving in volunteer leadership roles in organizations such as the American Legion, the Association for the Advancement of Cost Engineering, and Toastmasters International. In his work with Toastmasters International, Heath served roles from local clubs through many levels in the organization, even having served from 2009-2011 on the Toastmasters International Board of Directors. Most recently, Heath worked in a corporate role for one of the world’s largest Engineering and Construction Companies developing and conducting training programs to help the next generation of Project Managers become more successful in their roles.

His bestselling book, The Attitude Check: Lessons In Leadership has become a practical field guide for leaders to harness their attitudes to increase productivity and reduce turnover in the work place. Some organizations have incorporated his book into their standard training programs. He has been featured in many publications on the topic of how to engage teams, including Engineering News Record, CFO Magazine, Bloomberg Business, and Fast Company. Heath has presented to audiences all over the world who have included Bechtel Corporation, AECOM, Skanska, The Project Management Institute, The Association for the Advancement of Cost Engineering, and the Construction Specifications Institute.

Introduction to the Payment Card Industry Data Security Standard (PCI DSS) -By AtoZ Compliance

Date: June 7th Wednesday
Time: 01:00 PM EDT | 10:00 AM PDT
Duration: 60 Minutes
Product Code: 300112
Level: Intermediate

Key Take Away:
This webinar will give you an understanding of PCI DSS its history, high level description, compliance, and impacts to your organization.

Overview:
The Payment Card Industry Data Security Standard (PCI DSS) is one of few successful industries developed and maintained data security standards. Mandated compliance with a payment network enforced data security standard dates from 2001 when Visa instituted the Cardholder Information Security Program (CISP). It has evolved into the global, card payment industry wide data security standard called PCI DSS.

Each major payment network has specific mandates for organizations that must validate PCI DSS compliance. These organizations include financial institutions, third party service providers and merchants of all sizes. The principles specified in PCI DSS can be a guide for all organizations that wish to secure their sensitive data. PCI DSS security requirements can be applied to any sensitive data on your organization’s network. Your organization need not be involved with the payments process to benefit from exposure to PCI DSS.

Why Should You Attend:

This Webinar will prepare your organization to understand and potentially use PCI DSS to the organization’s benefit. Whether involved in the payments industry or not, this webinar will introduce you to PCI DSS, its impacts and its use in your business.

PCI DSS not only supports those in the payments business but provides insight to vendor managers into companies that have validated compliance. It can be used by organizations not directly involved with the payments business. It provides standards for security policies, technologies and ongoing processes that protect systems and networks from breaches and theft of sensitive data.

Areas Covered In This Webinar:

History of PCI DSS:

The history of Visa’s Cardholder Information Security Program (CISP) that lead to the formation of the Payment Card Industry Security Standards Council, the keeper of PCI DSSand other data security standards
Overview of PCI DSS:

You will learn the 12 major requirements of PCI DSS and what’s contained in each of the major requirements
What organizations must validate PCI DSS compliance

A full discussion of all organizations that must validate PCI DSS compliance and those that do not have the compliance mandate
How is PCI DSS validated?

You will learn the difference between a Report on Compliance (ROC), all types of Self-Assessment Questionnaires (SAQ) and attestations of Compliance (AOC).
Differences Between PCI DSS v3.1 and v3.2:

The major differences in the latest version of PCI DSS, version 3.2 released in April 2016. We will explore the potential impacts
Strengths and weaknesses of PCI DSS:

As always, there are pluses and minuses. We will give you the value of our experience with PCI DSS, compromises and other influencing factors
Risk reduction:

How validating compliance reduces risk
What your organization should do about PCI DSS:

The steps that your organization must take to achieve and maintain PCI DSS compliance
Other standards that PCI SSC publishes and manages
Sources of information about companies that are PCI DSS compliant
There are publically available lists of service providers that are PCI DSS compliant
Other data security standards that your organization may want to consult

Learning Objectives:
• The reason that PCI DSS was created

• Why PCI DSS remains a key element in securing the payment system

• The use of an Integrated Security Management System (ISMS)

• The high level description of the 12 major requirements in PCI DSS

• What your organization must do to validate PCI DSS compliance

• The steps that your organization should take to assure annual compliance

Who Will Benefit:

• Executive Positions

• Compliance Management Professionals

• Risk Management Professionals

• Vendor Management Professionals

• Data Security Professionals

• Network Administrators

• Database Administrators

• Vendor Management Professionals

• Point of Sale Development Professionals

• Software Development Professionals

• Retail Business Owners

• All Businesses that need to protect sensitive data and networks

• Merchants, both face-to-face and on-line

• Third party payment processors

• Any Business accepting payment cards

• Financial Institutions such as Credit Unions and Community Banks

• Municipalities and other Governmental Entities

• Business Ownership Groups

• Non Profit Organizations

For more information, please visit : http://bit.ly/2qhV4vl
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Intermediate

Speakers Profile:

Marc Perl
Marc Perl brings over 30 years of professional experience to Teknowlogy Associates. Marc’s diverse experience includes risk management, payments processing, data security, product development, software development and software quality assurance.

During 20 years at Visa, he was a key member of Visa’s Risk Management team, where he developed and managed the compliance program for the Payment Card Industry Data Security Standard (PCI DSS) as part of the Cardholder Information Security Program (CISP). Marc led the team that developed the business requirements for Visa’s Point-to Point Encryption (P2PE) solution. Marc continues to conduct risk reviews at financial institutions and processors globally.

As a merchant acquiring expert, Marc built and managed Visa’s Integrated Debit platform to support merchants such as Walmart, Radio Shack, Kmart and others. Marc also served as project manager for Visa’s Y2K effort and assisted with the spin-off of Visa’s acquiring processor business into a joint venture with Total Systems Services (TSYS) called Vital Processing Services.

In addition to his Visa experience, Marc has consulted with organizations as varied as Visa Inc., Jet Propulsion Laboratories, TSYS Acquiring Solutions and others. His early experience included computer operations, computer programming, creation of software development methodologies and software engineering. Marc holds a BA from California State University at Northridge.

How to Produce High Quality, Defensible Employment Documentation -By AtoZ Compliance

Date: June 7th Wednesday
Time: 01:00 PM EDT | 10:00 AM PDT
Duration: 60 Minutes
Product Code: 300277
Level: Intermediate

Key Take Away:

This employment documentation webinar will cover in detail how to produce high quality documentation and teach you what not to do in terms of good documentary practices including in regards to timing, content and purpose.

Overview:
Document, Document, Document! If ever there was a HR slogan, that it would be. However, be careful what you ask for.

There’s no doubt documentation is crucial. Employers keep documentary records to show they are in compliance with applicable laws. However, records often as not, do just the opposite. Because any documentation is not necessarily good documentation. Instead, documentation can often be in reference to or appear, as a fact that serves as proof an employer did not follow the law. Such defensible documentation appears (or shows) that the employer acted improperly in any of a myriad of situations. As we, all know perception is reality to most viewers, including readers of records.

Why Should You Attend:
HR is the advisor and trainer of documentation. Yet they cannot manage every employee in an organization. Employee’s managers are the persons who take (or not) HR’s advice and training and then choose to document properly (or not.)

Forcing managers to document rarely results in good quality documentation but instead often produces incomplete, illogical, and inconsistent documentation. Incomplete, illogical, and inconsistent documentation gives adversary excellent tools to use against an employer.

Areas Covered In This Webinar:
What an employer does document, what it does not document and the manner of use of the documentation are critical elements in determining whether their records show compliance with the law(s) – or not.

Management techniques just don’t always have an answer for the modern challenges managers and HR face. Therefore, documentation might be the only factor that shows an employer in good faith tried to live up to their obligations to their employees and be a fair, non-discriminatory employer.

So everyone; trainer, advisor, user and reviewer of records needs to be trained in the best practices (and worst) practices so they know how to document, when, what, how, and why to document, and just as importantly, how to not document.

Because wherever there are people, there are employee relations issues which can turn into compliance issues.

This webinar will include examples of documentation both good and poor. This webinar will also cover how to persuade your managers to view documentation as important for them as it is to the company.
Learning Objectives:
• The elements of defensible documentation
• The elements of documentation that works against the employer
• What to document
• How to document
• When to document
• What you don’t necessarily need to document
• Understanding the crucial elements of timing, purpose and content. How they work in conjunction (or not)
• Retaliation – how your records often demonstrate that it occurred – even when it did not
• How to get your managers to want to document rather than trying to force them to document
• Examples of good documentation
• Examples of bad documentation
Who Will Benefit:

• Plant Managers
• Managers
• Department Managers
• Branch Managers
• Store Managers
• HR Generalists
• HR Managers
• Employee Relations Personnel
• Business Owners

Level:
Intermediate

For more information, please visit : http://bit.ly/2pMJ1mp
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Speakers Profile:

Teri Morning
Teri Morning, MBA, MS, SHRM-SCP is the President of her own HR Consulting firm, Teri Morning Enterprises and a new company Hindsight HR; employee relations and investigation management software. Morning is also affiliated with HR Performance Solutions as a compensation and performance management vendor. She has over 15 years human resource and training experience in a variety of professional fields, including retail, distribution, architectural, engineering, consulting, manufacturing (union), public sector and both profit and non-profit company structures. She has consulted with employers on their problems and trained managers and employees for over 15 years, meeting and working with employees from all types of businesses. In addition to a MBA, Teri has a Master’s degree in Human Resource Development with a specialization in Conflict Management. She was certified by the State of Indiana in mediation skills, is certified in Project Management, qualified as a Myers-Briggs practitioner and holds the SHRM certification of a Senior Certified Professional.

Monitoring a quality laboratory to prevent non-compliance-By AtoZ Compliance

Key Take Away:

This webinar will cover the basic statistics of compliance and non-compliance and how to use a statistical approach to monitor the operation to ensure that it is under control and to see when a problem is arising, but before it is outside of 3-sigma.

Overview:

Everyone in a laboratory under compliance knows about 3-sigma out-of-control issues. Can the operation be monitored to avoid these? How?

Why Should You Attend:

Many problems that arise in a laboratory key performance indicator analysis result from causes that start small and grow over time. Laboratory quality assurance and laboratory quality control are dependant on an unplanned change in a procedure or the performance of an instrument. Laboratory quality indicators manifest themselves into changed patterns in certain measurable variables. The use of statistical methods to assess and monitor certain variables and quality assurance activities will be covered, highlighting the predictable patterns.

Areas Covered In This Webinar:

Data quality control in clinical laboratory and compliance to a required level of performance are measured by statistical tools. Usually in compliance there is a very heavy weighing towards only 3-sigma deviations. But statistics gives much more than that. There are other signs that being “out of control” in a laboratory quality assurance program is a building situation. These other statistical patterns can be used to trigger preventive actions without the dire consequence of a non-compliance.
Learning Objectives :

Basic statistics of compliance and non-compliance
Control charts
Nelson’s rules
Which Nelson’s rule describes common occurrences of quality control in medical laboratory

Who Will Benefit :

Research Associates
Lab Chemists
Lab Supervisors
Quality Officers

Level:
Intermediate

For more information, please visit : http://bit.ly/2n8eb9H
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Speakers Profile:

John C. Fetzer
John C. Fetzer, has had over 30 year experience in HPLC methods development. He has authored or co-authored over 50 peer-reviewed papers onl iquid chromatography, has served on the editorial advisory boards of the Journal of Chromatography, Analytical Chemistry, and Analytical and Bioanalytical Chemistry.

Transcend VLOOKUP in Microsoft Excel-By AtoZ Compliance

 

Date: June 2nd Friday
Time: 01:00 PM EDT | 10:00 AM PDT
Duration: 90 Minutes
Product Code: 300084
Level: Intermediate

Key Take Away:

Learn to transcend VLOOKUP in Microsoft Excel by using the MATCH function to overcome a data integrity risk and how the SUMIF and SUMIFS functions can serve as alternatives to VLOOKUP.

Overview:

Look-up formulas such as VLOOKUP allow you to return data from other locations in your spreadsheets without linking to individual worksheet cells. However, VLOOKUP can’t always return the data that you need.

In this webinar, Excel expert David Ringstrom, CPA explores the nuances and limitations of VLOOKUP training, helps you expand your use of this function, and then leaves you with a handful of alternatives.

Why Should You Attend:

Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Microsoft Excel training support each of these worksheet functions
Discover how to use wildcards and multiple criteria within look-up formulas
Don’t be caught off-guard by the new IFNA function available to Excel 2013 users
Improve the integrity of spreadsheets with Excel’s VLOOKUP function
Master the versatile SUMIF function

Areas Covered In This Webinar:

Perform dual lookups, where you look across columns and down rows to cross reference the data you need
See how to arrange two worksheets from within the same workbook onscreen at the same time
See why the MATCH and INDEX combination is often superior to VLOOKUP or HLOOKUP function
Uncover the limitations of VLOOKUP, along with alternatives
Use the SUMIFS to sum value based on multiple criteria

Learning Objectives:

Understand how to use VLOOKUP to perform both exact and approximate matches
Use the MATCH function to overcome a data integrity risk with VLOOKUP
See how the SUMIF and SUMIFS functions can serve as alternatives to VLOOKUP

Who Will Benefit:

CFO’s
Controllers
Investment Analysts / Financial Analysts / Business Analysts
Forecasting & Planning Personnel
Mergers & Acquisitions Specialists
Risk Managers
Strategic Planners / Capital Expenditure Planners
Cost Accountants / Managerial Accountants

Level:
Intermediate

For more information, please visit : http://bit.ly/2qiYxJr
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509
Speakers Profile:

David Ringstrom
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.

A Crystal Ball – Early Warning Signs of Construction Claims & Disputes-By AtoZ Compliance

Date: June 1st Thursday
Time: 01:00 PM EDT | 10:00 AM PDT
Duration: 90 Minutes
Product Code: 300246
Level: Intermediate

Key Take Away:

This construction claims webinar will help to identify what actions owners and contractors can take, when some of the warning signs are observed, to resolve such potential construction claims and disputes.

Overview:

It is axiomatic that claims and disputes on a project do not simply appear out of nowhere. Experience indicates that when a dispute occurs, there is normally a back story or history of events, decisions, lack of decisions, etc. that can be traced back from a few weeks to several years that gave rise to the dispute.

It is typically these past events or decisions that are identified as the “early warning signs” of claims and disputes. Typically, it is only when claims are filed at the end of a project that attorneys and construction claims consultants review project documentation and interview the project team in order identify these construction claims management warnings. And, in retrospect, many project team members comment “If only I had received construction claims training!” Research reveals there is little literature setting forth a detailed list of early warning signs of pending construction delay claims and construction disputes.

Based on the collective observations of Navigant’s Global Construction Practice the Forum collated these early warning signs into the typical phases of a project including:

Bid or Proposal Phase
Initial Contract Phase
Construction Phase
This webinar also identifies which party should watch for which early warning sign and what sort of claim or dispute may arise.

Why Should You Attend:

Learn about the many early warning signs of claims and disputes
Learn what types of claims and disputes can arise from each warning sign
Understand what must be done to prevent such follow-on claims and avoid disputes

Areas Covered In This Webinar:

Get a lengthy list of early warning signs of claims and disputes
These warning signs are divided into three distinct project phases – Bid or Proposal Phase, Initial Contract Phase and Construction Phase
Identify which party should watch for which warning sign.
Know what sort of claim or dispute is likely to arise from which warning sign

Learning Objectives:

Capitalize on the experience of a large construction claims consultants
Be exposed to a large number of early warning signs of claims – some as early at the planning, design and bidding phase of a project
Understand the ramifications of ignoring such early warning signs
Learn what type of claims may grow out of each situation and what actions owners can take to protect themselves

Who Will Benefit:

Owners and Owner Representatives managing Capital Improvement Projects
Contractor Executives, Project Managers, Project Sponsors and Project Control Personnel
Construction Managers and Design Professionals performing services during Construction

For more information, please visit : http://bit.ly/2lYE2Bb
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Level:
Intermediate

Speakers Profile:

James G. Zack
James G. Zack, Jr., CCM, CFCC, FFA, FAACE, FRICS, PMP, is the Executive Director of the Navigant Construction Forum – the construction industry’s global resource for thought leadership and best practices on avoidance and resolution of construction project disputes globally.

Formerly, Executive Director, Corporate Claims Management for Fluor Corporation, a $24 billion/year EPC with offices and projects worldwide.

Previous to that, Vice President of PinnacleOne and Executive Director, PinnacleOne Institute and Senior Construction Claims Consultant with CH2M HILL, Inc.

With 40+ years of experience working on construction projects he is a recognized expert in mitigation, analysis and resolution or defense of construction claims.

Mr. Zack has made construction claims presentations and been involved with claims throughout the United States, Australia, Canada, Egypt, Chile, China, England, Guatemala, Germany, India, Kazakhstan, Kuwait, Mexico, Peru, Saudi Arabia, Slovenia, South Africa, Tatarstan, The Netherlands, The Philippines, Trinidad and Tobago and Venezuela. He has been involved in more than 5,000 claims and has been designated as an expert witness in mediation, arbitration and litigation.

Mr. Zack is a Fellow of AACE International and the Royal Institution of Chartered Surveyors (RICS). Mr. Zack is a Certified Forensic Claims Consultant, a Certified Construction Manager and a Project Management Professional.

Mr. Zack is a nationally known author, speaker and trainer concerning the management, mitigation and resolution of construction claims on public works projects.

Coaching Skills For Supervisors: Getting Changes in Performance and Behavior, One Employee at Time -By AtoZ Compliance

Date: June 1st Thursday
Time: 01:00 PM EDT | 10:00 AM PDT
Duration: 90 Minutes
Product Code: 300273
Level: Intermediate

 

Key Take Away:

This coaching skills training helps managers and supervisors develop their employee coaching skills, to help them address performance or behavior issues.

Overview:

This subject is often picked up “on the job,” as opposed to more formal training programs or workshops. It also helps managers and supervisors use “homework” (projects given to the employees to complete at work, to move the process forward). The speaker will discuss how to overcome objections from employees and how to prove ROI for the time and effort coaching requires.

Why Should You Attend:

Coaching skills are not well-developed in managers or supervisors, especially new ones. They often feel uncomfortable confronting poor performance or bad behavior. This session helps them to have these conversations, using a structured process and how to overcome excuses, denial, and rationalizations with employees.

Areas Covered In This Webinar:

The need for coaching skills.

How to have coaching conversations with employees.

How to use a structured process, “homework,” and follow-ups to coach.
Learning Objectives:

Coaching methods: in-person, over the phone, by e-mail

How to overcome coaching objections by employees.

How to prove success through coaching.
Who Will Benefit:

HR managers, Department Directors, Managers and Supervisors.

Level:
Intermediate

For more information, please visit : http://bit.ly/2pAJqfG
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Speakers Profile :

Steve Albrecht
As a trainer, speaker, author, and consultant, Dr. Steve Albrecht is internationally known for his expertise in high-risk HR issues. He provides consulting, threat assessments, site security surveys, corrective coaching, and training seminars in workplace violence prevention, school violence prevention, harassment prevention, workplace drug and alcohol awareness, team building, conflict resolution, high-risk customer service, and stress management.

In 1994, Dr. Albrecht co-wrote Ticking Bombs: Defusing Violence in the Workplace, one of the first business books on workplace violence. Besides his work as a conference presenter and keynote speaker, he appears in the media and on the Internet, as a source on workplace violence, security, crime, and terrorism. He was featured in the 2009 BBC documentary “Going Postal.”

His 17 business and police books include Library Security; Tough Training Topics; Tactical Perfection for Street Cops; Patrol Cop; Added Value Negotiating; Service, Service, Service!; Fear and Violence on the Job; Streetwork; and Contact and Cover.

Dr. Albrecht holds a doctoral degree in Business Administration (D.B.A.), an M.A. in Security Management, a B.A. in English, and a B.S. in Psychology. He is certified as a SHRM-CP and a Professional in Human Resources (PHR) by the Society for Human Resource Management (SHRM); a Certified Protection Professional (CPP) by the American Society for Industrial Security (ASIS); and a Board Certified Coach (BCC).

In 1999, Steve retired from the San Diego Police Department, where he had worked since 1984, both as a full-time officer and later as a reserve sergeant. He spent six years in the Domestic Violence Unit, where he handled over 1,500 cases.

He is the past San Diego Chapter President for the Association of Threat Assessment Professionals (ATAP). He holds the ATAP designation, “Certified Threat Manager.”

Achieving Sustainability Results with ISO 26000 -By AtoZ Compliance

Date: May 31st Wednesday
Time: 01:00 PM EDT | 10:00 AM PDT
Duration: 60 Minutes
Product Code: 300256
Level: Intermediate

Key Take Away:

Social responsibility is a high priority for corporate leaders focused on increasing brand awareness along with revenues. It has become a critical success factor for business and social change.

Overview:

The International Standards Organization (ISO) defined the ISO 26000 guideline for the use and planning of all structured, measures, and monitored social responsibility programming. This standard enables companies to initiate and track performance of SR programs by focusing on the Triple Bottom Line – people, planet, and profit.

Why Should You Attend:

Protecting your company’s brand in a socially connected world is an enormous challenge. When bad events happen, news travels fast. Brands can be destroyed overnight. Incidents like the Rana Plaza building collapse in Bangladesh, the suicides of Chinese factory workers, and Congo conflict mineral mines run by warlords are all social justice issues that require corporate due diligence. No one wants their brand to make headlines for the wrong reasons. This is why it is important to have a robust process for creating a responsible supply chain.

Areas Covered In This Webinar:

Key definition and main points of social responsibility
ISO 26000 guideline and implementation
Supporting the Triple Bottom Line
Aligning with global guidelines like the International Labor Organization, UN Sustainable Development Goals, and others
The 7 Principles
The 7 Core Subjects and Issues
How to Use ISO 26000
How to Improve SR performance with the standard
Best Practices

Learning Objectives:

In depth look into the key components of the ISO 26000 guideline and best practices to implement and support a social responsibility program.
Who Will Benefit:

This webinar will provide valuable assistance to all personnel in:

Corporate social responsibility managers
Supply chain compliance
Responsible sourcing
Supply chain risk management
Environmental compliance
Social compliance and Auditing
Corporate Social Responsibility

Level:
Intermediate
For more information, please visit : http://bit.ly/2prVVpB
Email: support@atozcompliance.com
Toll Free: +1- 844-414-1400
Tel: +1-516-900-5509

Speakers Profile:

Kelly Eisenhardt
Kelly Eisenhardt is Co-Founder and Managing Director of BlueCircle Advisors responsible for business development, consulting, and training services focused on environmental compliance and corporate social responsibility.

Her experience working in technology and sustainability roles for companies such as EMC, PTC, and Fair Factories Clearinghouse have given her a strong foundation to create compliance programs, build sustainability and reporting programs, implement data collection technologies, and manage initiatives that identify CSR risk in facilities, products, and supply chains. She is a writer for industry trade publications such as EnvironmentEnergyPro, CSRwire, CSR@Risk, and an invited guest blogger at Triple Pundit on trends in compliance, supply chain, and sustainable product development.

BlueCircle Advisors is a social good consultancy in CSR Risk Management focused on helping companies make environmentally safe products, reducing carbon footprint by using less energy, and instituting fair working conditions in global supply chains.