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Handouts

Overall Survey | CEU Application | Conference Agenda

Compliance Team Evolution: From Scrapy to Strategic

Jacqueline Geller, Sr. Compliance & Risk Manager, Zwift, Inc

  • Learn how one growing company is evolving its small compliance team from reactionary to strategic
  • Discover strategies for helping your team to become more forward-thinking as it grows
  • Define ways you can network, hire, train, communicate, and partner to expand your team's capabilities

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It Takes a Village: Do More with Your Training (With Less YOU)
 

Alan Wilemon, Director of Privacy, Stellar Health

  • Where Are We?: Methods to evaluate what works (and doesn't) in your current training
  • No "I" in TEAM: Involving your workforce in content (and training!) creation
  • Showtime: Delivering a training product your organization will thank you for

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The Road to IPO- When you Think your Company May be Looking to go Public


Lisa Beth Lentini Walker, CEO and Founder, Lumen Worldwide Endeavors

  • Five things to do now to make your IPO (or any financing round) go smoothly
  • Establishing your timelines for the big show and how to communicate with key stakeholders
  • Post financing tips and tricks for a sustainable future

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How to Build an Efficient Compliance Program in a Small Organization

Dianne Koval, Chief Operations Officer, MedAllies, Inc.
Nuria Sanchez Rubio, General Counsel and Head of E&C, Louis Berger International

  • Small organizations vs large companies
  • Understanding the ethical culture of the organization
  • Applicable legislation and regulations
  • Challenges
  • Forces
  • How to manage with a compliance department of one
  • Obtaining alliances
  • Specific Compliance and Ethics Risks

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Achieving Compliance & Security Affordably

Eric Chappel, CEO, THA Security

  • Utilizing Staff is Better Than Outsourcing Security and Compliance Requirements and More Affordable
  • The Advantages & Affordability of Performing Your own Risk Assessment & Analysis
  • Overseeing 3rd and 4th party Business Associates Compliance Requirements Without Breaking the Bank

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Establishing & Maximizing Your Audit & Monitoring Program
 

Jessenia Cornejo, Chief Compliance Officer, Bridge Diagnostics, LLC
Brittani Summers, Senior Compliance Manager, Sprinter Health

  • Creating an audit and monitoring program as part of an effective compliance program.
  • When and how to use limited resources to maximize your program
  • Presenting your audit and monitoring program, including audit results, to key stakeholders.

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Evaluation