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Credit Policy Fundamentals: Principles and Practices
Participants will learn how to diagnose their own credit policies to identify any gaps, and if so, how to write practical and understandable policies that meet regulatory expectations for content. They will be able to implement and maintain the processes and procedures needed to ensure that their policies are kept current and accurate, are monitored for compliance with them by means of tracking exceptions t..
Critical Planning for Exporting Devices to the EU
Exporting devices to the EU has new EU legal requirements. A device must have a valid CE mark. You must renew your CE mark certification every three years. If you do not, your products cannot be marketed legally in the EU. If your product is not marketed in the U.S. Many U.S. devices are legally marketed in the EU, not the U.S., renewing your CE certification takes planning, a lot of planning. It is n..
Current Issues In Credit Risk
The reactions to the 2007 crisis have amply shown that, for most people who had to react as regulators, lenders or investors, the body of crisis-fighting knowledge was picked up essentially from the last 10 years. Few people referred to the main precedent, the 1929 crisis, to pick up wisdom from precedents: it was deemed too old to be relevant. Regulators’ reactions indicated that little was done to envisio..
Customer Service Excellence: Building Service Champions in Your Company
All planes are the same in the air. It is the people, primarily the front line, who interact with the passengers, which make the real difference. The way we think about service has changed. Who is responsible for service, how we achieve it and what service means are all being redefined. Leaders now recognize that responsibility for service does not reside in just the customer service department. It resides ..
Data Analysis in Excel – Working with Multiple Datasets
In the recent past, it was necessary to have some coding skills, and available data analyst or some very strong VLOOKUP skills in order to join related datasets to perform meaningful data analysis. With the new Get & Transform tools and Power Query (which you probably already have, but don’t know it!), you can do this sort of thing yourself with a few clicks. Over the past several versions of Excel, Mic..
Data Governance for Computer Systems Regulated by FDA
Effective and compliant computer system data management is critical to organizations in the pharmaceutical, biologics, vaccines, tobacco, animal health, medical device or other FDA-regulated industry. During the past 30 years, best practices have been developed to ensure computer systems used in these environments can be cost-effectively managed while meeting all aspects of FDA compliance. To take this a st..
Data Management, Records Retention, Destruction Considerations and Legal Holds
This webinar will review the basic tenants of Information Governance. We will then bring these theories to a practical level by discussing strategies for maintaining documents and information in today’s electronic work. We will discuss the key components of a good document retention policy. Finally, we will discuss the importance of litigation holds, including how, why and when to implement them to avoid le..
Data Privacy and Information Security Compliance Requirements
Cybersecurity is a critical issue facing every financial institution and the stakes are rising all the time. Cybercrime, in general, is growing through the roof and the risk of cyber attacks on financial institutions is becoming ever more magnified and apparent. In response, regulatory expectations for robust information security programs, security awareness training, and well-developed cyber risk control s..
DDMRP – What Is It?
Companies are facing an ever more increasingly complex environment coupled with increasing marketplace volatility. This is causing companies to strive to be more flexible and responsive by streamlining both planning and execution. In addition, companies are attempting to conserve the use of their valuable resources. Instead of investing in products prematurely that then creates an inventory that may not be ..
De Novo Classification Process
Unlike other countries in the world, the US uses a predicate-based system to classify its medical devices. For devices that have a predicate device in the marketplace, the classification process is quite straightforward. A predicate device is a legally marketed device, called a preamendments device, that was legally marketed prior to May 28, 1976, a device that has been reclassified from Class III to Class ..
Dealing with COVID-19 as an Employer: How to Manage in Crisis
This program will explore the impact of the virus both at work and for individuals. We will explore the laws created in response to COVID-19, the laws that apply to any pandemic or illness, laws applicable to layoffs and furloughs, policy considerations and other best practices. We will discuss what employers need to do to maintain a safe and functional environment. Our program also will dispel the myths, d..
Dealing with Difficult People
According to Deepak Chopra and Kabir Sehgal in a post for CNBC, one way to deal with difficult people is to not take what they say personally. If you do then you both get defensive and the situation escalates.This session shows you how to deal with the event, the situation, not the person. Position yourself as a cooperator, not a competitor, working together, not against each other. Gain some quick tips and..
Dealing with Employee Leave Abuse
Suppose one or more of your employees has taken a leave of absence, and your company or department is buckling under the added stress - and you suspect that one or more of those employees may be taking advantage, and may not really be in need of family or medical leave – or may even not be entitled to it. What if one or more of your employees ask for intermittent leave? Administration of continuous leave ca..
Dealing with the new overtime changes in the FLSA
The US Department of Labor has changed the salary level that an employee must earn in order to be considered exempt from being paid overtime. Although this was effective on January 1, 2020, if companies have not made this change they are accruing potential penalties until such time as the change is made and employees are correctly classified. If an employee is not eligible to be considered exempt then every..
Demystify Excel and Harness the Power Within
Excel spreadsheets have really become essential in the workplace. They are used for many purposes, from budgets to forecasts, from financial spreadsheets, to even more scientific purposes and everything in between. But, all spreadsheets require formulas and functions. Formulas are mathematical equations in Excel, and functions are built-in formulas. Building formulas is a crucial skill in Excel, one that ha..