Good Documentation Practices: 3 Dynamic Courses on nearly everything you should know

Good Documentation Practices describe the required activities and steps to use when recording data and other handwritten entries. Personnel who work with documentation must be informed of these requirements, recognize their significance to their job and be aware of the consequences of non-compliance. This package training program will help you understand the basics of what good documentation practices include, how to implement internal control features within your Excel spreadsheets, how to write effective emails, five steps in the loan documentation process, how to craft your own high-quality evaluation reports, how to compose a business plan for audiences either internal or external to your company, and how to write procedures to avoid human errors.
Instructor: David H. Ringstrom, Apryl Kelly, Dr.Ginette M. Collazo
Product ID: PACK70047

CD/Recorded-How It Works:

  • Webinar CD/Recorded will have a series of modules. Our experts have delivered the modules using PowerPoint Presentations
  • Webinar Recording Link or CDs are licensed to be used multiple times at any location with multiple attendants
  • Get unlimited access for Recorded links
  • Free shipment of CDs within 72 hours from the date of purchase
  • Reference materials for Webinar Recording Link/CDs will be mailed to your registered e-mail id

Webinar Topics:

Who will benefit?

  • Finance specialists
  • CFOs
  • Controllers
  • Biotechnology
  • Clinical Research
  • Drug Administration
  • Environmental Compliance
  • Laboratory Complince
  • Regulatory Affairs
  • Safety and Quality
  • Loan Officers
  • Vendors
  • Accounting Professionals
  • Business Forecasters
  • Economic Advisors
  • Equity Researchers
  • Insurance Professionals
  • Investment Consultants
  • Risk Analysts
  • Tax Specialists
  • Research and Development
  • QA/QC directors and managers
  • Process improvement/excellence professionals
  • Training directors and managers
  • Plant engineering
  • Manufacturing operations directors
  • Human factors professionals

Webinars included in the Package:

Internal Control Techniques for Microsoft Excel Spreadsheets(Duration: 60 Minutes)

In this session Excel expert David Ringstrom, CPA shows you how to implement internal control features within your Excel spreadsheets. David shows various ways to control user's actions within an Excel spreadsheet, as well as protect worksheets and workbooks from unauthorized changes. The presentation will also demonstrate techniques that can help "future-proof" spreadsheets to minimize maintenance when changes are required.

Objectives of the Presentation:

  • Improve the integrity of spreadsheets with Excel's VLOOKUP function
  • Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Excel support each of these worksheet functions
  • Create an in-cell list by way of Excel's Data Validation feature
  • Restrict users to entering dates within a given range, or before/after a given date
  • Minimize ongoing spreadsheet maintenance with Excel's Table feature
  • Specify a range of whole numbers that a user can enter in a worksheet cell
  • Make it harder for users to circumvent data validation, and easily identify when they attempt to do so
  • Toggle the locked status of a worksheet cell on or off by way of a custom shortcut

Instructor Profile:

David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics.

Loan Documentation for Loan Administrators(Duration: 60 minutes)

Loan Documentation is a critical component in lending. After the decision to make a loan has been made, the next step is the documentation and closing process. This part of the lending process is essential in order to avoid loan losses due to poor documentation. The purpose of this Webinar is to provide participants with a good understanding of the loan documentation process. Here the participants will be exposed to five steps in the loan documentation process, which include.

Objectives of the Presentation:

  • Recognize the documents required to complete the five steps in the documentation process
  • Have a good working knowledge of the purpose of each document
  • Be able to provide a broad overview of the loan documents' provisions
  • Know the rules of perfecting the security interest under the rules of Article 9 of the Uniform Commercial Code and Non-Article 9 rules
  • Be exposed to some loan processing management techniques

Instructor Profile:

Apryl Kelly is the Assistant Vice President of Commercial Lending for Citizens Trust Bank (CTB). Apryl has served in many roles within financial institutions in both Consumer and Commercial departments. Apryl brings enthusiasm and a common sense approach to banking.

How to Write Procedures to Avoid Human Errors(Duration: 90 minutes)

This presentation by Ginette Collazo will discuss key topics including content development and formats designed for human error reduction due to procedures. Procedures are important for both execution and audits. These should be written for users without missing important information for regulators. Usually procedures have weaknesses that harm productivity, quality and regulatory standing.

Objectives of the Presentation:

  • Understand the importance of procedures
  • Learn why people refuse to use procedures
  • Learn best formats and content elements for SOPs
  • Learn document hierarchy and different types of procedures based on their use
  • Understand the common Human Errors and deviations related to the use of procedures
  • Understand the reading and writing processes and how people may impact the processes

Instructor Profile:

Dr.Ginette M. Collazo obtained her PhD in Industrial/Organizational Psychology from the Interamerican University of Puerto Rico. Ginette has over 15 years of experience in the pharmaceutical industry with the Technical Training, Organizational Development and Human Reliability fields.

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