Effective Policy Management & Communication; Chicago

Organizations in Policy Disarray . . . 

Organizations have been in a complete disarray in managing corporate policies and procedures - policies often are out-dated, scattered across parts of the business, and not managed consistently.  Further, the recent trend in legislation and regulatory guidance is to demonstrate training and not just attestation. 

However, policies establish the culture, values, ethics, and duties of the corporation and its agents.  Organizations that take an ad hoc approach to managing and communicating policies face significant risk to their business.

Next Generation Policy & Procedure Management . . .

To consistently manage and communicate policies organizations are turning toward defined processes, workflow, and technologies to manage the lifecycle of policies.  The policy management lifecycle involves several stages from definition, approval, communication, awareness, training, attestation, maintenance, and archiving.  This is supported by a technology infrastructure to manage the content and process of policy management.

In the generation of Web 2.0 and YouTube it is no longer enough to simply make policies available, organizations need to deliver training and establish that individuals understand policies and procedures. Delivering interactive policy training modules has become just as important as presenting a written policy and tracking attestations.

Workshop Objectives . . .  

Attendees of the Effective Policy Management & Communication workshop will specifically learn:

• Defining a process lifecycle for managing policies
• Establishing policy ownership and accountability
• Providing consistency in policies through consistent style and language
• Communicating policies across extended business relationships
• Tracking policies attestation and delivering effective training
• Monitoring metrics to establish effectiveness and/or issues with policies
• Relating policy management to risk, issue/case, and other GRC areas 

NOTE: due to the interactive nature of this workshop attendance is limited to no more than 20 registrants.  Registration is handled on a first come first serve basis.

CPE/CLE Qualification:  State boards of accountancy and other governing institutions have final authority on the acceptance of individual courses for CPE credit.  Please check with the various rules and regulations for your certification to determine whether our seminars and material would qualify as Continuing Professional Education for your certification(s).

Workshop Agenda . . .  

7:30 to 8:30

• Breakfast and Introductions

8:30 - 10:15

• Dissaray of Policy Management
• Defining the Policy Management Lifecycle
• Roles & Responsibilities in Policy Management

10:30 - 12:00

• Consistent Stlyle and Writing of Policies
• Other Policy Management Best Practices

12:00 - 1:00 

• Networking Lunch (Sponsor Presentation)
• Case Study Presentation

1:00 - 3:00

• Technology Enablement of Policy Management
• Effective Communication & Training
• Tracking Attestations

3:15 - 5:00    

• Relationship of Policies to Other Areas of GRC
• Monitoring, & Metrics of Policy Effectiveness

About Your Instructor. . . 

Michael Rasmussen, J.D., CCEP, OCEG Fellow is the authority in understanding Governance, Risk, and Compliance (GRC). He is a sought-after keynote speaker, author, and collaborator on GRC issues around the world. 

With more than 17 years of experience, Michael’s objective is to assist organizations in defining GRC processes that are sustainable, consistent, efficient, and transparent. He has contributed to US Congressional reports and committees, and has served on the Red Book Steering Committee and currently serves on the OCEG Leadershsip Council. Michael has been quoted extensively in the press. In June 2007, Treasury & Risk recognized Michael as one of the 100 most influential people in finance with specific accolades noting his work in “Governance and Compliance: Saving the Planet and the Corporation.” Most recently, in October 2008, he was recognized as a “Rising Star in Rocky Times: Corporate America’s Outstanding Executives Under the Age of 40.”

The Venue . . .

The Ambassador East Hotel

RESERVATIONS

Make a Reservation

Phone Reservation: Please call 888 506 3471

HISTORIC GRANDEUR ON CHICAGO'S GOLD COAST

Still the place to be seen, its regal stature firmly in place, the eminent Ambassador East has been a magnet to distinguished guests such as Frank Sinatra, Richard Gere, Gary Sinise and Vince Vaughn since 1926. This National Historic Landmark is renowned for its esteemed service, world-famous Pump Room restaurant and central location in Chicago’s prestigious “Gold Coast”. A boutique hotel, it combines contemporary sophistication with timeless grandeur, all with a signature of distinction. Just 13 miles from Midway Airport; 17 miles/40 minutes from O'Hare International Airport. 

Event Sponsor . . .

Compliance 360 provides the software applications, integrated legal and regulatory content, and analytical tools needed to create a comprehensive governance, risk management and regulatory compliance program with the goals of reducing risks, ensuring compliance, improving efficiencies, and enhancing transparency.