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Home › Online Training ›  Documentation and Policy Management

Documentation and Policy Management Training - Live Webinars, Recordings & CDs

Learn the standards for documentation and management, maintain consistency with common law, regulatory requirements, ethical and current best practice requirements. On this page, browse a broad range of courses specially designed for you.
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Recorded/CD
TIN Matching to Reduce Your B-Notices and Eliminate Proposed Penalties

TIN Matching to Reduce Your B-Notices and Eliminate Proposed Penalties

  • Speaker: Miles Hutchinson
  • Product ID: 703028
  • Duration: 90 Min
Learn the best practices for eliminating 1099 error notices from the IRS. Discover the power of the TIN Matching system. Discover the smoothest way to register to use the two step verification process introduced 12/10/17. Learn how to handle the CP-2100 notices from Uncle Sam and avoid the fines & penalties for failure to timely comply with the B-Notice requirements. Understand the difference between and 1st and 2nd B-Notice and the related differences in required vendor responses. Be sure you institute and stop Backup Withholding when required. Join us for a content-rich 2-hours and you will gain the tools to make you the most effective information return manager your company has ever seen.
CD/Recorded
$299
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Recorded/CD
FDA Ambitious Regulation of Social Media and Corporate Responsibility

FDA Ambitious Regulation of Social Media and Corporate Responsibility

  • Speaker: Casper Uldriks
  • Product ID: 703853
  • Duration: 60 Min
FDA regulates advertising and promotion material as labeling. The legal definition of labeling covers just about anything that explicitly or implicitly conveys a message intended to affect a person’s behavior and decision outcomes. How FDA applies its legal tenants of false and misleading information or variations on that theme requires continual updating by FDA and constant re-evaluation by industry. Now the regulatory landscape involves other federal agencies and academic principles in psychology. It has become very complicated and will prove very costly if you knowingly or unknowing walk into one of FDA’s legal snares. This webinar will bring attendees up to speed so you are clearer about what is a problem, what is not a problem and what becomes a risk laden judgment call.
CD/Recorded
$279
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Recorded/CD
Principles for the Management of Operational Risk

Principles for the Management of Operational Risk

  • Speaker: Stanley Epstein
  • Product ID: 702286
  • Duration: 90 Min
This webinar highlights the evolution of operational risk management. The principles outlined in the Bank for International Settlements (BIS) report are based on best industry practice, supervisory experience and cover three overarching themes: governance, risk management and disclosure. We will look at the practicality of these principles and the implementation factors with each of them.
CD/Recorded
$279
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Recorded/CD
How FDA trains its investigators to review CAPA and what should you do to prepare

How FDA trains its investigators to review CAPA and what should you do to prepare

  • Speaker: Jeff Kasoff
  • Product ID: 700851
  • Duration: 60 Min
This CAPA investigation training will discuss techniques used by the FDA to review your CAPA system. You will learn what the FDA tells their inspectors to focus in the QSIT document and how your company can use the same QSIT document to prepare for inspection.
CD/Recorded
$279
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Recorded/CD
Recurring Deficiencies in Compilations and Reviews and How to Avoid Them - SSARS Procedures, Reports and Accounting Matters

Recurring Deficiencies in Compilations and Reviews and How to Avoid Them - SSARS Procedures, Reports and Accounting Matters

  • Speaker: Christy Foister
  • Product ID: 704538
  • Duration: 60 Min
This webinar will discuss common deficiencies that are discovered in compilation and review engagements, as a result of peer review. It will explain the difference between minor deficiencies and major deficiencies. Instructor will discuss how to avoid these common mistakes and what the most common deficiencies are.
CD/Recorded
$279
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Recorded/CD
Advanced Cash Flow Analysis-EBITDA, UCA Cash Flow, Cash Basis Cash Flow, Fixed-Charge Coverage and Free Cash Flow

Advanced Cash Flow Analysis-EBITDA, UCA Cash Flow, Cash Basis Cash Flow, Fixed-Charge Coverage and Free Cash Flow

  • Speaker: David L Osburn
  • Product ID: 705340
  • Duration: 90 Min
This webinar training will explore multiple models of both business and personal (business owner) cash flow analyses. Various cash flow projections and sensitivity analyses will also be explored. The webinar will conclude with commercial real estate (CRE) cash flow analysis and other related real estate investment cash flow models.
CD/Recorded
$249
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Recorded/CD
BSA/AML Contextual Awareness of High Risk Customers

BSA/AML Contextual Awareness of High Risk Customers

  • Speaker: Doug Keipper
  • Product ID: 705472
  • Duration: 60 Min
This webinar will highlight the steps to identify and evaluate high-risk customers. Learn how to perform BSA, AML risk assessments.
CD/Recorded
$0
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Recorded/CD
How to Survive a DEA Inspection Series - For Manufacturers of Controlled Substances

How to Survive a DEA Inspection Series - For Manufacturers of Controlled Substances

  • Speaker: Carlos M Aquino
  • Product ID: 705164
  • Duration: 90 Min
This training covers DEA record-keeping and security topics that a DEA registrant must comply with when handling controlled substances. The focus is elements of what occurs during that unannounced inspection and the auditing methods.
CD/Recorded
$299
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Recorded/CD
Purchasing Cards: Overcoming Risks and Creating an Effective Program

Purchasing Cards: Overcoming Risks and Creating an Effective Program

  • Speaker: Brian G Rosenberg
  • Product ID: 704467
  • Duration: 60 Min
This training program will detail the components of a successful purchasing card program. It will also discuss implementing proper purchasing card controls, types of risk including fraud and misuse, auditing techniques, and more.
CD/Recorded
$0
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Recorded/CD
FDA’s Expectations from Supplier Management for GMP: Quality Agreements and More

FDA’s Expectations from Supplier Management for GMP: Quality Agreements and More

  • Speaker: Danielle DeLucy
  • Product ID: 704659
  • Duration: 60 Min
The FDA requires that manufacturers of pharmaceutical products have a documented process to assess its suppliers and contract manufacturers, that they have implemented that process, and that the process is effective. This training program will explore how having an effective supplier relationship management program will result in streamlining the supply chain, ensuring a more consistent level of quality components, materials and components, and be more cost effective to the manufacturer.
CD/Recorded
$0
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Recorded/CD
Zero-Injury Workplace Culture vs. Safety Culture

Zero-Injury Workplace Culture vs. Safety Culture

  • Speaker: Joe Keenan
  • Product ID: 704986
  • Duration: 60 Min
Creating a safety culture in the workplace takes time, patience, and is often a multi-year process. This training program will examine how organizations need to transition from the existing zero injury workplace culture to a more safety oriented culture. In the process, it will examine the pros and cons behind each process and also offer best practices to determine whether you are doing it right.
CD/Recorded
$0
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Recorded/CD
Basic and Meaningful Human Resource Metrics

Basic and Meaningful Human Resource Metrics

  • Speaker: Greg Chartier
  • Product ID: 701696
  • Duration: 70 Min
Learn different HR metrics which can be used across organization to improve performance of human resources
CD/Recorded
$229
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Recorded/CD
Health Canada Regulations on NHP's vs. FDA's Dietary Supplement Regulations

Health Canada Regulations on NHP's vs. FDA's Dietary Supplement Regulations

  • Speaker: Travis Austin MacKay
  • Product ID: 705497
  • Duration: 60 Min
This online training will offer an overview of what Health Canada considers to be a Natural Health product (NHP) and review Canadian regulatory requirements for Natural Health products. It will compare Canadian requirements with U.S. FDA requirements for marketing and labeling dietary supplements and convey an understanding of how they differ.
CD/Recorded
$0
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Recorded/CD
How to write SOP's that Avoid Human Error

How to write SOP's that Avoid Human Error

  • Speaker: Ginette M Collazo
  • Product ID: 704418
  • Duration: 90 Mins
This training program will address the common human errors and deviations related to the use of procedures. It will also offer best practices for writing SOP’s to reduce the likelihood of human errors.
CD/Recorded
$0
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Recorded/CD
Root Cause Analysis - The Heart of Corrective Action

Root Cause Analysis - The Heart of Corrective Action

  • Speaker: Betty Lane
  • Product ID: 703391
  • Duration: 75 Min
This webinar will discuss how root cause is an essential part of a corrective action system and will provide some examples of how to perform root cause analysis.
CD/Recorded
$0
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Recorded/CD
Workplace Unconscious Bias: Minimizing the Impact on Discrimination, Hiring, Promotions, and Retention

Workplace Unconscious Bias: Minimizing the Impact on Discrimination, Hiring, Promotions, and Retention

  • Speaker: Dr. Susan Strauss
  • Product ID: 704876
  • Duration: 60 Min
Unconscious bias has been recognized as a form of discrimination and can therefore lead to lawsuits. This training program addresses the science of unconscious bias and lists the examples and types. The Instructor will discuss the implicit association test (IAT) and steps to minimize individual and organizational unconscious bias in hiring, promotions, and retention.
CD/Recorded
$0
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Recorded/CD
DEA, Your Registration and How to Lose It

DEA, Your Registration and How to Lose It

  • Speaker: Carlos M Aquino
  • Product ID: 701992
  • Duration: 120 Min
This 2-hr webinar on DEA Due Diligence will cover several recommendations to improve the Corporate Due Diligence when controlled substances and regulated chemicals are purchased by their customers and the steps that can be taken to detect and prevent the illicit use or diversion of any narcotic drug sold to customers.
CD/Recorded
$0
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Recorded/CD
Travel and Expense Policy Development and Automation

Travel and Expense Policy Development and Automation

  • Speaker: Brian G Rosenberg
  • Product ID: 704880
  • Duration: 60 Min
In this webinar training, you will learn how to create, maintain, and enforce a T&E policy for your organization. The Instructors will discuss the key components and best practices for policies.
CD/Recorded
$199
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Recorded/CD
Measurement Uncertainty in Microbiology

Measurement Uncertainty in Microbiology

  • Speaker: Michael Brodsky
  • Product ID: 703902
  • Duration: 60 Min
This training program will discuss the concept and application of uncertainty of measurement (MU) as required by ISO/IEC Standard 17025:2005 for laboratory accreditation, from a practical microbiological perspective, using unambiguous language and useful examples.
CD/Recorded
$179
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Recorded/CD
INCOTERMS - International Commercial Terms

INCOTERMS - International Commercial Terms

  • Speaker: John Dunlop
  • Product ID: 702213
  • Duration: 60 Min
This 60-minute webinar will help exporters understand International Commercial Terms, or INCOTERMs, published by the International Chamber of Commerce and how to select the correct one for their transactions.
CD/Recorded
$229
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