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Training Doyens 26468 E Walker Dr,

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26468 E Walker Dr, Aurora, CO 80016-6104 United States

Upcoming Events

December 2017

Excel – Pivot Tables 101

December 20 @ 1:00 pm - 2:30 pm

OVERVIEW Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) armory. With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build reports and charts that summarize and analyze large amounts of raw data and help you to spot trends and get answers to the important questions on which you base your key business decisions. WHY SHOULD YOU ATTEND Learning how to create Pivot Tables…

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January 2018

Effective Management and Oversight of the Custody Rule for Financial Firms

January 9, 2018 @ 1:00 pm - 2:00 pm

OVERVIEW There have been significant deficiencies over the years since The Custody Rule was amended. It is imperative for Advisers to understand the rule and how to effectively manage and oversee the policies and procedures surrounding it in order to properly secure their clients’ assets and to avoid significant regulatory enforcement and penalties. We will analyze best practices for the financial services industry to take in regards to the regulatory or “The Custody Rule”. We will explain the rule and…

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Closing A Medical Practice

January 10, 2018 @ 1:00 pm - 2:00 pm

OVERVIEW This healthcare compliance workshop will discuss the ethical and legal tasks to close a practice. There are many tasks that must be accomplished and having an organized plan is essential. WHY SHOULD YOU ATTEND Closing a practice involves tasks to accomplish to avoid liability such as abandonment, DEA medication issues, managed care contract legal requirements and staff benefits payouts. AREAS COVERED Why you should try to sell or transition your practice Notification letter to patients to avoid abandonment/combine with…

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