AGENDA. Phoenix Hilton Airport, 2435 S. 47 th Street, Phoenix, AZ. Wednesday, January 20. Thursday, January 21. Sponsored by:
|
|
|
- Charity Richardson
- 8 years ago
- Views:
Transcription
1 Phenix Hiltn Airprt, 2435 S. 47 th Street, Phenix, AZ AGENDA Wednesday, January 20 6:00 7:30 PM Happy Hur/ Meet and Greet Queen Palm Curtyard, Phenix Hiltn Airprt Spnsred by: Thursday, January 21 8:30 AM 5:00 PM Wrkshp Sessins Grand Ballrm, Phenix Hiltn Airprt 8:00 8:30 AM Registratin and Cntinental fast 8:30 8:40 AM Intrductry Remarks Bill Csgrve, President/CEO, Unin Hme Mrtgage
2 8:40 9:30 AM Keynte Address: The M&A Landscape James B. Lckhart, Vice Chairman, WL Rss and C. Buyer, Investr and Seller Objectives and Expectatins Factrs Influencing Marketability and Perceived Value f Mrtgage Cmpanies Typical Structures and the Majr Red Flags that Culd Sabtage a Deal Appraches t Finding Serius Buyers and Sellers Market Trends and Outlk 9:30 9:45 AM 9:45 11:00 AM Acquirer s Perspectives: Why Buy and Why Nw? Mderatr: Jim Camern, Senir Partner, STRATMOR Stanley Middleman, President and CEO, Freedm Mrtgage Terry Schmidt, CFO, Guild Mrtgage Kevin Spinner, CFO, Embrace Hme Lans Danny Zller, EVP & Chief f Staff, Prspect Mrtgage Get Insights frm a Panel f Mrtgage Executives Wh Are Actively Seeking t Acquire and/r Have Already Acquired Other Mrtgage Cmpanies Facilitated by a Veteran M&A Advisr, Tpics will include: Mst Desired Attributes f a Ptential Seller Preferred Deal Structures Recent Transactins What s Wrked And What Hasn t Perspectives n the Best Ways t Make an M&A Deal Viable Rle Of Outside Advisry Firms
3 Key Elements f the Due Diligence Prcess Successful Integratin and Transitin Planning Preventing Mass Exdus f Key Talent Typical Timelines frm Curtship t Clse 11:00 11:15 AM 11:15 AM 12:30 PM Seller s Perspectives: Why Sell? Are There Alternatives t Selling? Mderatr: Ken Richey, Richey May Rb Henger, Directr f Mrtgage Banking, FirstBank Andrew Peters, CEO, First Guaranty Mrtgage Cmpany Keith Tibbles, EVP, Strategic Prjects, Caliber Hme Lans Hear frm Advisry Firms and Mrtgage Cmpany Executives wh represent Cmpanies that either have been Acquired r may be Cnsidering an Acquisitin r Capital Infusin Self Assessment Understanding Yur Cmpany s Value and Psitining fr Success Size f Prductin Operatin Fannie, Freddie, Ginnie apprvals Gegraphic Ftprint Prductin Channel Quality f Management Lan Originatr Cmpensatin Reputatin and Culture Legacy Issues and Other Ptential Detractrs frm Value Taxatin Implicatins Acquisitin Alternatives: Grwing yur Cmpany Organically r thrugh Capital Raising Seller Preparatin and Best Practices fr the Due Diligence Prcess
4 12:30 1:30 PM Netwrking Lunch Spnsred by: 1:30 3:00 PM Inside the Transactin 1: Legal and Regulatry Cnsideratins Mderatr: Mitch Kider, Chairman and Managing Directr, Weiner Brdsky Kider Paul Anasts, President, landept dba Mrtgage Master Jseph A. Grimes, Vice President - Custmer Accunt Risk Management, Fannie Mae Dn Halpern, Partner, Weiner Brdsky Kider Gregry Keith, SVP and Chief Risk Officer, Ginnie Mae Overview f Change in Cntrl and Licensing Issues Agency Ntificatin and Apprvals: Fannie, Freddie, Ginnie Prcedures t fllw Timelines fr ntificatin Dcumentatin that the agencies may request Ptential apprval hld ups and ramificatins Risk Assessment / Legal Due Diligence Internal and External Audits Lawsuits, Indemnificatins, Other Legal Dcumenting, Negtiating and Finalizing the Deal Letter f Intent/Memrandum f Understanding Cnfidentiality Agreements Term Sheets Definitive Agreements
5 Emplyment Cntracts 3:00 3:15 PM 3:15 4:30 PM Inside the Transactin 2: Life After the Deal Dr. Richard Rque, Natinal Mrtgage Cnsultant, Menl Cmpany Tyler Sherman, CEO, Mtivity Slutins Getting Organized Assimilatin and Pre Clse Transitin Planning Effective Cmmunicatins Prtcls and Practices Annuncing the Sale t the Seller s Sales Frce Annuncing the Sale t the Public Cmmunicatins with Investrs, Warehuse Lenders, Crrespndents and Brkers, Regulatrs and ther Stakehlders On Barding Team Structure and Best Practices Wh is n the On Barding Team? Rle f HR in the Transitin LO Sales Frce Retentin Prblem Slving Respnsiveness Decisin Making Prtcls Pipeline Transfer Issues Lan Originatin System Migratin Earn Out P&L Challenges 4:30 5:00 PM Q&A Wrap-Up Speakers will be n hand t prvide answers t the questins yu can t leave withut. 5:00 PM Adjurn
Third Party Originator Application
Third Party Originatr Applicatin Applicant Infrmatin Third Party Name: Primary Address: City: State: Zip Cde: Primary Cntact: Telephne Number: Email Address: Fax Number: Website Address: Branch Lcatins
Audit Committee Charter
Audit Cmmittee Charter Membership The Audit Cmmittee (the "Cmmittee") f the Bard f Directrs (the "Bard") f Philip Mrris Internatinal Inc. (the "Cmpany") shall cnsist f at least three directrs all f whm
Chief Finance and Operations Officer IfM Education and Consultancy Services (IfM ECS)
Chief Finance and Operatins Officer IfM Educatin and Cnsultancy Services (IfM ECS) Rle Summary IfM ECS disseminates the research and educatin utputs f the University f Cambridge Institute fr Manufacturing
Underwriting VA Loans
Curse Agenda Underwriting VA Lans This curse prvides clear instructin fr thse lking t add the VA prgram t their existing prduct mix. The curse explains guidelines and prvides strng advice frm industry
Underwriting VA Loans
Curse Agenda Underwriting VA Lans The VA Hme Lan Guaranty has been prviding ur servicemen and wmen the pprtunity t btain the American Dream f hmewnership since Wrld War II. Many veterans lk t these prgrams
Analyzing the Appraisal Process
Curse Syllabus Analyzing the Appraisal Prcess This nline curse is designed t help yu build yur skills and knwledge as it relates t appraisal review. Over the next five weeks yu will have the pprtunity
MSB FINANCIAL CORP. MILLINGTON BANK AUDIT COMMITTEE CHARTER
MSB FINANCIAL CORP. MILLINGTON BANK AUDIT COMMITTEE CHARTER This Audit Cmmittee Charter has been amended as f July 17, 2015. The Audit Cmmittee shall review and reassess this Charter annually and recmmend
CASSOWARY COAST REGIONAL COUNCIL POLICY ENTERPRISE RISK MANAGEMENT
CASSOWARY COAST REGIONAL COUNCIL POLICY ENTERPRISE RISK MANAGEMENT Plicy Number: 2.20 1. Authrity Lcal Gvernment Act 2009 Lcal Gvernment Regulatin 2012 AS/NZS ISO 31000-2009 Risk Management Principles
Business Plan Overview
Business Plan Overview Organizatin and Cntent Summary A business plan is a descriptin f yur business, including yur prduct yur market, yur peple and yur financing needs. Yu shuld cnsider that a well prepared
Internal Audit Charter and operating standards
Internal Audit Charter and perating standards 2 1 verview This dcument sets ut the basis fr internal audit: (i) the Internal Audit charter, which establishes the framewrk fr Internal Audit; and (ii) hw
National Australia Bank Limited Group Disclosure & External Communications Policy
Natinal Australia Bank Limited Grup Disclsure & External Cmmunicatins Plicy Grup Disclsure & External Cmmunicatins Plicy Page 2 f 7 Grup Disclsure & External Cmmunicatins Plicy ( the Plicy ) 1. Overview
ADSENSE And ADWORDS With Affiliate Marketing Training Prgram
ADSENSE AND ADWORDS With Affiliate Marketing Training Prgram We are alive t witness a time when humankind is using cmputer technlgy t push the limits f knwledge and freedm. We cnnect in the digital underwrld
Basics of Supply Chain Management
The Champlain Valley APICS Chapter is a premier prfessinal assciatin fr supply chain and peratins management and wrking tgether with the APICS rganizatin the leading prvider f research, educatin and certificatin
Overview of key topics - combination of lecture, discussion and practice. (Impact of diversity underlies entire discussion)
Tpic Cntent Prcess Prpsed Develpment Level I A Suggested fr all newly prmted managers. (Als encuraged fr ptential supervisrs with their managers apprval) Getting Started as a New Making the transitin t
Job Profile Data & Reporting Analyst (Grant Fund)
Jb Prfile Data & Reprting Analyst (Grant Fund) Directrate Lcatin Reprts t Hurs Finance Slihull Finance Directr Nminally 37 hurs but peratinally available at all times t meet Cmpany requirements Cntract
Training, Consulting, Coaching & Mentoring for Sales & Business Development Teams
Training, Cnsulting, Caching & Mentring fr Sales & Business Develpment Teams Are yu wrestling with sme f these issues? Yur prspects keep delaying their decisins Yu have hired sales peple and they haven
SEC FLASH REPORT. June 28, 2011
SEC FLASH REPORT The Securities and Exchange Cmmissin Issues Prpsal t Strengthen Audits and Reprting f Brker-Dealers t Prtect Custmer Assets and Requests Cmments June 28, 2011 On June 15, 2011, the U.S.
Request for Proposal (RFP) RFP HQ2015-01 Training Session and Leadership Program Development Consulting Services
technserve.rg Date: January 5, 2014 Request fr Prpsal (RFP) RFP HQ2015-01 Training Sessin and Leadership Prgram Develpment Cnsulting Services Subject: Request fr Prpsal TechnServe Inc. (TNS) invites yu
Buying An Existing Business
Buying An Existing Business (Last Revised January, 2005) The fllwing is intended fr general infrmatin nly, regarding sme f the issues relating t purchasing a business in Saskatchewan. We advise yu t seek
To Receive CPE Credit
Trends in ACH Fraud & Risk Management Jhn A. Mills, AAP Supervising Cnsultant jmills@bkd.cm 314.231.5544 March 28, 2013 T Receive CPE Credit Participate in entire webinar Answer plls when they are prvided
10 th May 2010. Dear Peter, Re: Audit Quality in Australia: A Strategic Review
10 th May 2010 Mr. Peter Levy Audit Quality Strategic Review Crpratins and Financial Services Divisin The Treasury Langtn Crescent PARKES ACT 2600 Dear Peter, Re: Audit Quality in Australia: A Strategic
Investing in Sustainability. Professor Gordon L Clark August 2015
Investing in Sustainability Prfessr Grdn L Clark August 2015 1 Grdn L Clark is Prfessr and Directr f the Smith Schl f Enterprise and the Envirnment at Oxfrd University. He is als the Sir Luis Mathesn Distinguished
Healthy, Wealthy and Wise* Lunchtime Presentations, Spring 2016
Page 1 f 6 Date, Time and Place Tuesday 3/1 12:00-1:30 Healthy, Wealthy and Wise* Lunchtime Presentatins, Spring 2016 The theme f the series is hw t keep fit; financially, mentally and physically. There
Looking Back at the First S.A.M.E. Infrastructure Forum Project Management Best Practices Training Seminar
Lking Back at the First S.A.M.E. Infrastructure Frum Prject Management Best Practices Training Seminar Mark A. Buma, P.E. Technical Oversight Leader December 4, 2014 Opening Remarks (Dn Hlzwarth) Infrastructure
Planning a Successful State LEADS Program
Planning a Successful State LEADS Prgram A Suggested Timeline fr State Federatins Spring State Cnventins Annunce the current year s LEADS candidate at the state Cnventin. Use the pprtunity t build enthusiasm
Solo 401(k)s Self-Directed Retirement Accounts for Sole Proprietors & Small Business Owners
Sl 401(k)s Self-Directed Retirement Accunts fr Sle Prprietrs & Small Business Owners 2008 Security Trust Cmpany Security Trust Cmpany Security Trust Cmpany is a retirement plan administratr nly and des
Professional Leaders/Specialists
Psitin Prfile Psitin Lcatin Reprting t Jb family Band BI/Infrmatin Manager Wellingtn Prfessinal Leaders/Specialists Band I Date February 2013 1. POSITION PURPOSE The purpse f this psitin is t: Lead and
2014 Year End Earnings Conference Call. February 25, 2015
2014 Year End Earnings Cnference Call February 25, 2015 This presentatin includes certain frward-lking statements that are made as f the date heref and are based upn current expectatins, which invlve risks
Key Steps for Organizations in Responding to Privacy Breaches
Key Steps fr Organizatins in Respnding t Privacy Breaches Purpse The purpse f this dcument is t prvide guidance t private sectr rganizatins, bth small and large, when a privacy breach ccurs. Organizatins
COMMERCIAL LOAN APPLICATION PACKAGE
COMMERCIAL LOAN APPLICATION PACKAGE COMMERCIAL LOAN REQUEST FORM Infrmatin Checklist The fllwing checklist will help yu gather the necessary infrmatin fr the initial evaluatin f yur cmmercial lan request.
RQ10.06 AACo Share Trading Policy
Australian Agricultural Cmpany Limited ACN 010 892 270 RQ10.06 AAC Share Trading Plicy Versin 5 This plicy was apprved by the Bard f Australian Agricultural Cmpany Limited n 15 December 2010. This plicy
The Strategic Importance of Stakeholder Management
The Strategic Imprtance f Stakehlder Management Birds f a Feather Discussin Ntes PMI SAC Prfessinal Develpment Cnference Nvember 24, 2009 Prepared by: Shail Thaker, Assciate Partner Ethier Assciates 600,
Crisis Management: Key Questions
Crisis Management: Key Questins We live in a wrld full f high-stakes, high-prfile crprate crises envirnmental disasters, prduct liability issues, data breaches and gvernment investigatins, t name a few.
Getting Ready for Finance
Getting Ready fr Finance When yur business needs finance it is imprtant t plan yur apprach t ptential lenders prir t making the appintment t present yur applicatin. The reasn fr this is that a well-prepared
Selecting a New Billing & Financial Management System
Selecting a New Billing & Financial Management System SCAMPS June 9, 2014 Kimberly Williams, NISC 678-428-1699 Kimberly.williams@nisc.cp Knwledge is pwer. Infrmatin is liberating. Educatin is the premise
Check List Forming a Small Business
Frming a Small Business Intrductin: Each year, thusands f Americans catch the entrepreneurial spirit, launching small businesses t sell their prducts r services. The City f Auburn, Office f Ecnmic Develpment
HUMAN RESOURCE DEVELOPMENT FOR ADJUSTMENT AT THE ENTERPRISE LEVEL
INTERNATIONAL LABOUR ORGANISATION ACT/EMP PUBLICATIONS [Tp] HUMAN RESOURCE DEVELOPMENT FOR ADJUSTMENT AT THE ENTERPRISE LEVEL Training Prgramme (Edited by C.S. Venkata Ratnam) [Next] Table f Cntents Intrductin
Preferred Broker Network
Preferred Brker Netwrk Eligibility Criteria and Standards Brkfield GRS Eligibility Criteria - August 2012 2012 Brkfield Glbal Relcatin Services, USA. All rights reserved. 1 f 14 Table f Cntents I. Glbal
OVERTIME STATUS OF MORTGAGE LOAN OFFICERS UNDER FLSA (Prepared in collaboration with Employment Law Compliance)
OVERTIME STATUS OF MORTGAGE LOAN OFFICERS UNDER FLSA (Prepared in cllabratin with Emplyment Law Cmpliance) Cntents: General Cmments Differing Treatment fr Emplyees with the Same Title Applicatin f Interpretatin
Public Hospital District 3 of Pacific County Ocean Beach Hospital and Medical Clinics BOARD OF COMMISSIONERS MEETING July 28, 2015
Public Hspital District 3 f Pacific Cunty Ocean Beach Hspital and Medical Clinics BOARD OF COMMISSIONERS MEETING July 28, 2015 AGENDA DISUSSION / CONCLUSION RECOMMENDATIONS / ACTION / FOLLOW-UP CALL TO
By offering the Study Abroad Scholarship, we hope to make your study abroad experience much more affordable!
Internatinal Educatin Prgrams is pleased t annunce a Study Abrad Schlarship fr Seattle Central Cmmunity Cllege students. The schlarship has been established by the Internatinal Educatin Prgrams divisin
How to Address Key Selection Criteria
Hw t Address Key Selectin Criteria Yu've seen an jb pprtunity that yu're interested in, n a jbs bard r in the press and want t apply, but where d yu start? A key requirement fr jbs in Gvernment is t respnd
Information Technology Policy
Infrmatin Technlgy Plicy Custmer Applicatins Plicy ITP Number ITP-APP025 Categry Recmmended Plicy Cntact RA-itcentral@pa.gv Effective Date March 23, 2009 Supersedes Scheduled Review April 2015 This Infrmatin
Micrsft Business Intelligence - Tablets of a Computer Search
Analyze Dynamics GP Data Using Micrsft PwerPivt fr Excel May 23, 2013 Charles Allen Managing Cnsultant BKD Technlgies callen@bkd.cm T Receive CPE Credit Participate in entire webinar Answer plls when they
Conference Theme: EHR: Practice Transformation and Reengineering Becoming the EHR Administrator
Cnference Theme: EHR: Practice Transfrmatin and Reengineering Becming the EHR Administratr SCHEDULE FOR Thursday, Nvember 17, 2011 8:00 10:00am Keynte: EHR: Where are we tday? Rn Sterling 10:00 10:30am
A. Early Case Assessment
Electrnic Discvery Reference Mdel Standards fr the identificatin f electrnically stred infrmatin in discvery http://www.edrm.net/resurces/standards/identificatin A. Early Case Assessment Once a triggering
KAA AUSTRALIA GROUP. Capabilities document. February 2015
KAA AUSTRALIA GROUP Capabilities dcument February 2015 TABLE OF CONTENTS WHO WE ARE... 2 ABOUT KAA Australia... 2 OUR ACHIEVEMENTS... 2 SKILLS MATRIX... 2 CAPABILITIES... 3-5 Accunting Services Taxatin
The Pharma Forecasting Course
LAST UPDATE 13 Octber 2015 The Pharma Frecasting Curse By: Gary Jhnsn The mst dwn-t-earth pharma frecasting expert with superb training talent. Funder & CEO f Inpharmatin, Eurpe's mst respected pharma
Auditor General s Office
Item N. Auditr General s Office The Auditr General s Office will supprt City Cuncil and Municipal Administratin in meeting their legislated respnsibilities, in imprving the perfrmance f the crpratin in
Action. Situation. Client: Constant Contact Industry: Marketing Services Geography: United States RampRate Solutions: Data Center HyperSourcing
Client: Cnstant Cntact Industry: Marketing Services Gegraphy: United States RampRate Slutins: Data Center HyperSurcing Situatin At the end f 2010, Cnstant Cntact was a fast-grwing leader in prviding Internet-based
Utility Tax Training Seminars. Deloitte Center. for Energy Solutions. Utility Industry Book/Tax Differences March 25, 2015
Utility Industry Bk/Tax Differences March 25, 2015 Financial Reprting fr Incme Taxes: Rate-regulated Utilities March 26, 2015 Dallas, TX Delitte Center fr Energy Slutins The Prgram Utility Industry Bk/Tax
How To Get A Job At A Farmhouse Farmhouse
Lan Applicatin fr Pre- Apprval Get pre-apprved fr yur hme lan financing tday by cmpleting this applicatin. Please cmplete the entire applicatin and return with the dcumentatin requested n the attached
Identifying and Using Leadership Competencies to Grow Leaders in Higher Education
Identifying and Using Leadership Cmpetencies t Grw Leaders in Higher Educatin Lri Lamb, Vice Chancellr fr Human Resurces Anita Ris, Directr, Staff and Leadership Develpment Tdd Thrsgaard, Directr, Supervisry
SETTING UP A SYNDICATE SERVICE COMPANY IN HONG KONG
SETTING UP A SYNDICATE SERVICE COMPANY IN HONG KONG 2012 2 Disclaimer This is fr reference nly and is nt cnsidered t be legal advice. Whilst all care has been taken t ensure the accuracy f the infrmatin
COMPREHENSIVE SAFETY ASSESSMENT INSTRUCTIONS for STUDY ABROAD PROGRAMS
COMPREHENSIVE SAFETY ASSESSMENT INSTRUCTIONS fr STUDY ABROAD PROGRAMS Belw is a list f items t address and questins that need t be addressed in the cmprehensive safety assessment. In additin t the safety
Information Technology Department REQUEST FOR PROPOSALS
Infrmatin Technlgy Department REQUEST FOR PROPOSALS Identity and Access Management Service Design and Technlgy Implementatin January 11, 2013 Prpsals due by 4 p.m. n February 1 st, 2013 Attachment 2 Prject
Data Protection Act Data security breach management
Data Prtectin Act Data security breach management The seventh data prtectin principle requires that rganisatins prcessing persnal data take apprpriate measures against unauthrised r unlawful prcessing
In-House Counsel Day Priorities for 2012. Cloud Computing the benefits, potential risks and security for the future
In-Huse Cunsel Day Pririties fr 2012 Clud Cmputing the benefits, ptential risks and security fr the future Presented by David Richardsn Thursday 1 March 2012 WIN: What in-huse lawyers need Knwledge, supprt
Phi Kappa Sigma International Fraternity Insurance Billing Methodology
Phi Kappa Sigma Internatinal Fraternity Insurance Billing Methdlgy The Phi Kappa Sigma Internatinal Fraternity Executive Bard implres each chapter t thrughly review the attached methdlgy and plan nw t
MANITOBA SECURITIES COMMISSION STRATEGIC PLAN 2013-2016
MANITOBA SECURITIES COMMISSION STRATEGIC PLAN 2013-2016 The Manitba Securities Cmmissin (the Cmmissin) is a divisin f the Manitba Financial Services Agency (MFSA). The ther divisin is the Financial Institutins
Army DCIPS Employee Self-Report of Accomplishments Overview Revised July 2012
Army DCIPS Emplyee Self-Reprt f Accmplishments Overview Revised July 2012 Table f Cntents Self-Reprt f Accmplishments Overview... 3 Understanding the Emplyee Self-Reprt f Accmplishments... 3 Thinking Abut
Audit Status Report As of March 23, 2010
Audit Status Reprt As f March 23, 2010 State Legislative Audit Activities Nne External Audit Reprts & Activities Final Reprts Issued: Nne Wrk in Prgress: University f Alaska TRS, PERS, and SSA (SOA Department
FINANCIAL SERVICES FLASH REPORT
FINANCIAL SERVICES FLASH REPORT Draft Regulatry Cmpliance Management Guideline Released by the Office f the Superintendent f Financial Institutins May 5, 2014 On April 30, 2014, the Office f the Superintendent
6101 - DEPARTMENT OF ADMINISTRATION 14-BANKING AND FINANCIAL DIVISION
Prgram Budget Cmparisn The fllwing table summarizes the ttal executive budget fr the prgram by year, type f expenditure, and surce f funding. Prgram Budget Cmparisn Budget Item Base Fiscal 2012 Apprp.
CONTENTS UNDERSTANDING PPACA. Implications of PPACA Relative to Student Athletes. Institution Level Discussion/Decisions.
This dcument is intended t prvide NCAA member institutins with an infrmatinal guide regarding the ptential implicatins f the Patient Prtectin and Affrdable Care Act f 2010 (PPACA) when fully implemented
CHANGE MANAGEMENT STANDARD
The electrnic versin is current, r when printed and stamped with the green cntrlled dcument stamp. All ther cpies are uncntrlled. DOCUMENT INFORMATION Descriptin Dcument Owner This standard utlines the
Thinking Different About Alternative Financing Options
Thinking Different Abut Alternative Financing Optins Christpher Mills Senir Business Develpment Officer Federal Natinal Cmmercial Credit This whitepaper will make yu think differently abut alternative
Electronic Signatures Laws
White Paper Electrnic Signatures Laws Versin 1.0 Last Updated: 21-09-2010 www.sutisft.cm Intrductin Mst businesses these days use electrnic signatures fr btaining users cnsent r apprval f dcuments nline.
Vendor Management. Federal Deposit Insurance Corporation Division of Risk Management Supervision Atlanta Regional Office.
Vendr Management Federal Depsit Insurance Crpratin Divisin f Risk Management Supervisin Atlanta Reginal Office June 18, 2014 1 Agenda Intrductin Vendr Management Overview Regulatry Expectatins Bard and
Malpractice and Maladministration Policy
TR340 Malpractice and Maladministratin Plicy This plicy aims t: Define malpractice and maladministratin in the cntext f CIM/CAM studying members, Accredited study centres (ASCs), examinatin centres, invigilatrs
GENERAL MOTORS COMPANY AUDIT COMMITTEE CHARTER. Most Recently Amended: December 8, 2015
GENERAL MOTORS COMPANY AUDIT COMMITTEE CHARTER Mst Recently Amended: December 8, 2015 Purpse The purpse f the Audit Cmmittee is t assist the Bard f Directrs f General Mtrs Cmpany in its versight f the
Why Sage CRM? Robert Kramer Managing Consultant, BKD Technologies Sean Mohan President, Strategic Sales Systems
Why Sage CRM? Rbert Kramer Managing Cnsultant, BKD Technlgies Sean Mhan President, Strategic Sales Systems Why CRM Systems Custmer relatinship management (CRM) helps businesses t gain an insight int the
National Australia Bank Limited Group Securities Trading Policy
Natinal Australia Bank Limited Grup Securities Trading Plicy Table f Cntents Grup Securities Trading Plicy... 1 Grup Securities Trading Plicy... 3 1. Overview... 3 2. Plicy Statements... 3 3. Special Cnsideratins...
Delivering Business Value Through IT Cost Transparency Using IT CMF
Office f the CIO Delivering Business Value Thrugh IT Cst Transparency Using IT CMF Sharad Jshi Vice President, IT Business Management March 24 th, 2015 Abut the Depsitry Trust and Clearing Crpratin (DTCC)
9 th HKIB. Outstanding Financial Management Planner. The AWARDS. Driving best practice financial planning and wealth management standards
The 9 th HKIB Outstanding Financial Management Planner AWARDS Driving best practice financial planning and wealth management standards OBJECTIVES The HKIB Outstanding Financial Management Planner Awards
Part-Time HR Administrator (0.6 FTE)
Part-Time HR Administratr (0.6 FTE) Divisin f Human Resurces Salary Grade 4-18,031 t 20,781 per annum pr rata Fixed term cntract frm 20 th August 2014 until 31 st July 2015 (** see belw fr cntract infrmatin)
Clinical Research SWOT Analysis Drafted by SOM Clinical Research Coordinators
Drafted by SOM Clinical Research Crdinatrs Strengths: Clinical Research Crdinatrs Vested in patients psitive utcme Vested in subjects safety Vested in cnducting clinical research in cmpliance with all
EXPRESSION OF INTEREST TO HOST THE 2014 NAO CONFERENCE
EXPRESSION OF INTEREST TO HOST THE 2014 NAO CONFERENCE T: Frm: AHEC Prgram and Center Directrs Mary Sienkiewicz, MBA President, Natinal AHEC Organizatin Daphne Byrd-Verrizani, Anne Maynard, and Jacqueline
Systems Support - Extended
1 General Overview This is a Service Level Agreement ( SLA ) between and the Enterprise Windws Services t dcument: The technlgy services the Enterprise Windws Services prvides t the custmer. The targets
Network Security Trends in the Era of Cloud and Mobile Computing
Research Reprt Abstract: Netwrk Security Trends in the Era f Clud and Mbile Cmputing By Jn Oltsik, Senir Principal Analyst and Bill Lundell, Senir Research Analyst With Jennifer Gahm, Senir Prject Manager
Osterman Research User Guides
Osterman Research User Guides Hw t Evaluate and Chse a Messaging Archival Slutin 2006 Editin Osterman Research, Cntural and RITE Chice have published a user guide that will help rganizatins f all sizes
1 % Real Estate Broker
1 % Real Estate Brker 100% Full Service Listing Marketing Plan Cmplete Guide T Sell Yur Huse Quickly At Highest Price Pssible Carbn Creek Realty Put mre f yur hme's prfit in yur wn pcket with Carbn Creek
Do you have little or no incentive to enhance your agents listings online because there is no clear way to track the results or measure payback?
Rapid Respnse Real Estate Turning Clicks int Clsings! Des this Sund Familiar? Are yur Internet leads ging unanswered by yur agents? Is this negatively affecting yur brand? And are yur cmpetitrs reaping
Considerations for Success in Workflow Automation. Automating Workflows with KwikTag by ImageTag
Autmating Wrkflws with KwikTag by ImageTag Cnsideratins fr Success in Wrkflw Autmatin KwikTag balances cmprehensive, feature-rich Transactinal Cntent Management with affrdability, fast implementatin, ease
Change Management Process For [Project Name]
![Change Management Process For [Project Name]](/thumbs/27/10006925.jpg "Change Management Process For [Project Name]")
Management Prcess Fr [Prject Name] i 1 Intrductin The is fllwed during the Executin phase f the Prject Management Life Cycle, nce the prject has been frmally defined and planned. 1.1 What is a Management
Avaya Professional Services
Avaya Cntact Center Cntrl Avaya Prfessinal Services Avaya Cntact Center Cntrl Offer Sheet Cmpany Overview Avaya is a glbal leader in enterprise cmmunicatins systems. The cmpany prvides unified cmmunicatins,
Change Management Process
Change Management Prcess B1.10 Change Management Prcess 1. Intrductin This plicy utlines [Yur Cmpany] s apprach t managing change within the rganisatin. All changes in strategy, activities and prcesses
IN-HOUSE OR OUTSOURCED BILLING
IN-HOUSE OR OUTSOURCED BILLING Medical billing is ne f the mst cmplicated aspects f running a medical practice. With thusands f pssible cdes fr diagnses and prcedures, and multiple payers, the ability
Service Description Implementing Kimble Professional Services Automation
Service Descriptin Implementing Kimble Prfessinal Services Autmatin Felber Cnsulting wrks with clients ranging frm large gvernment r private sectr rganisatins t small & mediumsized enterprises. We wrk
How To Understand The Financial Structure Of A Hedge Fund
Glbal Prime Finance Hedge Fund Cnsulting Grup Hedge Fund Cmpensatin Trends and Deferred Cmpensatin Plans fr US Funds Ntes frm DB Glbal Prime Finance Cnsulting Dinners Chicag / Dallas July 2011 General
Crnwall Partners in Care
Crnwall Partners in Care Mving Frward Versin 2.0 8 th January 2014 By Richard Mnk Crnwall Partners in Care August 2013 Page 1 f 6 CPIC mving frward This dcument has been created t help prvide a little
ARE YOU INTERESTED IN THE PRIOR LEARNING ASSESSMENT (PLA) PROGRAM?
ARE YOU INTERESTED IN THE PRIOR LEARNING ASSESSMENT (PLA) PROGRAM? City University f Seattle recgnizes that learning ccurs in many different ways and under varied circumstances. As a result, the University
Project Management Professional Preparation for Certification CIE 5017 Five 8-hour days (4.0 CEUs)
Prject Management Prfessinal Preparatin fr Certificatin CIE 5017 Five 8-hur days (4.0 CEUs) Descriptin The Prject Management field has experienced extrardinary grwth in recent years. The number f peple
franchising your business?
thinking abut franchising yur business? Lk n further than Hw2Franchise - experts with ver 20 years experience f franchising. Serving the franchise industry fr 20 years Blxham Mill Business Centre, Barfrd
Multi-Year Accessibility Policy and Plan for NSF Canada and NSF International Strategic Registrations Canada Company, 2014-2021
Multi-Year Accessibility Plicy and Plan fr NSF Canada and NSF Internatinal Strategic Registratins Canada Cmpany, 2014-2021 This 2014-21 accessibility plan utlines the plicies and actins that NSF Canada
JOB DESCRIPTION. Job Title: Business Intelligence Developer. Job Holder: Date: April 2016
JOB DESCRIPTION Jb Title: Business Intelligence Develper Jb Hlder: Date: April 2016 Business Intelligence Develper Versin 001 March 2016 Overview f rle Sciety and Grup rle: This rle is fr a Business Intelligence
Audit Committee Charter. St Andrew s Insurance (Australia) Pty Ltd St Andrew s Life Insurance Pty Ltd St Andrew s Australia Services Pty Ltd
Audit Cmmittee Charter St Andrew s Insurance (Australia) Pty Ltd St Andrew s Life Insurance Pty Ltd St Andrew s Australia Services Pty Ltd Versin 2.0, 22 February 2016 Apprver Bard f Directrs St Andrew
SEMA Memorial Scholarship Fund Scholarship & Loan Forgiveness Programs
SEMA Memrial Schlarship Fund Schlarship & Lan Frgiveness Prgrams SCHOLARSHIP PROGRAM FREQUENTLY ASKED QUESTIONS Schlarship Prgram T be eligible fr this award, yu must: be a U.S. citizen enrlled in a full-time
QUORUM HEALTH RESOURCES REVENUE CYCLE STEERING COMMITTEE START-UP KIT, V5. Contents:
Cntents: 1. Sample Team Charter Outline: Page #2 2. Sample Agenda: Page #3 3. Sample Rle and Respnsibilities : Page #5 4. Suggested Scre Card : Page #7 5. Sample Management Actin Plan : Page #9 6. Sample