Institute Agenda

Ed Consultant –Steve Lyon

Branchville, NJ – Nov. 4-7, 2015


Wednesday, November 4, 2015

 
12 PM – 1 PM                                                     
Registration

1 PM – 5:15 PM    SECTION 1                     
The Agency as an Organization

Mr. Paul R. Monacelli, CIC, CPIA

5:15 PM – 5:30 PM                                                           
Exam Briefing

Thursday, November 5, 2015

8 AM – 12 PM  
SECTION 2       Managing and Sustaining Financial Strength
Ms. Rebecca Lathrop, CIC, CPIA

12 PM – 1 PM                                     
Lunch - Included
                  
1 PM – 5 PM     
SECTION 3       Human Resources
Ms. Rebecca Lathrop, CIC, CPIA                                  

Friday, November 6, 2015

8 AM – 12 PM  
SECTION 4       Agency Productivity and Effectiveness                                                                                                                          
Mr. Eric J. Fields, CPA, CIC, CRM, SPHR, AAI, AFSB, CRIS                                                                                                                                                                
12 PM – 1 PM                                     
Lunch - Included

1 PM – 5 PM     
SECTION 5       Legal and Ethical Responsibilities

 Mr. Eric J. Fields, CPA, CIC, CRM, SPHR, AAI, AFSB, CRIS                  

Saturday, November 7, 2015

                               
8 AM – 10 AM    
Examination