Name: Managing a Virtual Team 1 Day Training in Wakefield
Price: 595 GBP
Availability: InStock

Inverness

<h1 dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;">Course Overview:</h1>This training based on leading teams will help you to develop anyone that leads a team or is involved in a leadership role. It is also useful for those that are about to embark on a position of leadership or need to develop their leadership skills.Course Contents:Having an effective team around you is crucial. However, it is an area that is often left to chance, which can lead to de-motivated individuals that do not feel part of the business and consequently do not perform. This course looks at what it takes to lead an effective team and how you can get the best out of the people in it by understanding the role of the leader, both personally and from the point of view of the team.Course Topics:<ul fr-original-style="" style="box-sizing: border-box;"><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Qualities of an Effective Leader&nbsp;&ndash; Identifying the key characteristics of effective leaders, rating themselves against them and establishing key actions to develop the skills.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Leader or Manager?&nbsp;&ndash; Establishing the difference between the two and comparing themselves to those qualities.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">That Vision Thing&nbsp;&ndash; Making the business vision &lsquo;live&rsquo; for the team by answering key questions.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Developing Your Team Goals&nbsp;&ndash; Reviewing an action plan that develops clear goals for their team based on the business vision.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Motivation&nbsp;&ndash; Determining the &lsquo;Why&rsquo; for their staff and developing an understanding of emotions in a business context.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">What Motivates?&nbsp;&ndash; Looking at specific motivators for individuals and understanding that everyone is motivated by different things.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Being Consistently Different&nbsp;&ndash; Going against popular leadership theory and identifying that each staff member needs to be treated differently.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Dealing With Difficult Team Members&nbsp;&ndash; Understanding why team members are difficult. Looking at different behavior types and strategies for responding to them. Also, realizing that &lsquo;difficult&rsquo; behavior sometimes has its benefits.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Coaching&nbsp;&ndash; Using a simple method of coaching, including action plans.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Three Key Skills of Coaching&nbsp;&ndash; Looking at the skills required to be an effective coach.</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Instant Results Coaching&nbsp;&ndash; Coaching in a hurry!</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Can Do Coaching Practice&nbsp;&ndash; Putting the learning into practice</li></ul>Course Feature:By the end of this training you will be able to:<ul fr-original-style="" style="box-sizing: border-box;"><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Explain the qualities of an effective leader</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Benchmark themselves against those qualities and develop actions to improve</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Explain the difference between leading and managing</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Explain the value of sharing the business vision with the team</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Develop team goals based on the business vision</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Motivate their staff by understanding their drivers and developing actions to support them</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Deal with difficult staff members</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Challenge staff in a meaningful and effective way</li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Coach staff effectively using a simple process</li></ul>Certification:Once after the training you receive course completion certificate from MangatesWho can Attend?Anybody who is interested in learning Effective Skills to Lead a Team.

Certificate: Course Completion Certificate | Language: English

Duration: 1 Day | Credits: 8 PDUs

Course Delivery: Classroom | Virtual Live

Lunch and Beverages are included in a classroom session

Course Overview:

Anyone who manages or leads people in  a remote or virtual environment would benefit from the training provided by this Managing a Virtual Team training course materials. The course would suit people managing teams that work from home, on the road, at various locations or any other situation where the team is not based in the same place from day to day.

Course Contents:

Managing Virtual Teams has become a hot topic over the last few years. People are now much more likely to work from home, from their car, at alternative locations, or even on the other side of the world, which means managers might rarely see them.

Consequently, managers that are asked to lead these virtual teams not only face the usual leadership dilemmas, they also have to be able to adapt to these challenges in an environment where the rules have changed.

Managing virtual teams requires a different approach. It means developing new skills, communication methodologies and techniques to get the best out of teams and improve organisational and personal performance.

Perhaps you’ve always had virtual teams and you want to make your managers more effective. Or you want to refocus existing teams by developing your management team skills. Whatever your need, Trainer Bubble provides you with a comprehensive training course on managing a virtual team that will make your life easy.

Why is taking a virtual team training course a good idea?

Well, just imagine if you were better able to:

Inspire your virtual teams, bringing out the best in each and every individual.
Overcome the barriers and isolation that working remotely can cause.
Develop a virtual team that works collaboratively and with the interests of the organisation at heart.
Increase their teams performance through clear goal setting and communication.
Improve the effective use of technology within the organisation.
Develop trusting relationships that ensure the team works towards common goals.
Keep their teams happy and reduce staff turnaround.

Ultimately this training allows you to nurture a virtual team that is more motivated, inspired and productive. You need to know that your managers can effectively lead remote workers and now you have the training to do it.

This training will provide you with the tools and techniques to overcome the challenges of a virtual manager. They will be provided with practical tips to help you lead effectively, communicate successfully and consequently increase the performance of your virtual or remote team.

Course Topics:

What is a Virtual Team? – Providing the scope and broad definitions of various situations that constitute managing a virtual or remote team.

Benefits and Challenges – Identifying the benefits and challenges that face a manager of a virtual team and suggesting the mindset that a virtual manager needs to develop.

Competencies and Skills – Establishing the competencies and skills of a virtual manager and acknowledging where there may be development opportunities.

Virtual Team Case Study, Part One – The first part of a case study that follows Steve on his virtual team management journey. What challenges and opportunities are there for Steve with his new team?

Building a Virtual Team – What does a virtual team require from their manager to be a success and what ground rules should be set?

Virtual Team Case Study, Part Two – How should Steve set up his initial meeting with his team? What should be included and how should he approach this?

Working on Trust – What traits build trust in a virtual team and how can the participants demonstrate this with their teams?

Using Technology Effectively – Reviewing the tools available to the virtual manager and knowing which tool is better to use for each situation.

Virtual Team Case Study, Part Three – How can Steve resolve the challenges that he is facing with his virtual team? What should he do and how could he have avoided them in the first place?

Communication Skills – What is the best practice of communication with a virtual team and how can we ensure our communication approach is effective?

Feedback Skills – Understanding the purpose and guiding principles of feedback and developing an approach to feedback preparation.

Virtual Team Case Study, Part Four – What can Steve do to resolve the problem of a poorly performing virtual employee? How could he have avoided the problem in the first place?

Managing Performance from a Distance – How to monitor virtual work, set goals and provide effective reviews without micromanaging or losing control of the team.

Session Recap – An activity review of the core elements of the training course ready to feed into the personal action plan.

Course Feature:

At the end of this managing a virtual team training, you will be able to:

Understand and develop the skills required to effectively manage a virtual team
Build engagement and trust with members of their virtual team
Effectively use technology and tools to support communication within the team
Improve their communication and feedback approach with your virtual team
Track progress and performance management of team members to achieve success

Certification:

Once after the training you receive course completion certificate from Mangates.

Who can Attend?

Anyone who is interested in learning Managing Virtual Team Skills.

Mangates

Managing a Virtual Team Skills 1 Day Training in Inverness

Managing a Virtual Team 1 Day Training in Inverness

The sale ends 5 days before the event starts.

Early Bird Fee

The sale ends 10 days before the event starts.

Standard Fee

Hinckley

Managing a Virtual Team Skills 1 Day Training in Hinckley

Managing a Virtual Team 1 Day Training in Hinckley

Heathrow

Managing a Virtual Team Skills 1 Day Training in Heathrow

Managing a Virtual Team 1 Day Training in Heathrow

Hamilton, UK

Managing a Virtual Team Skills 1 Day Training in Hamilton, UK

Managing a Virtual Team 1 Day Training in Hamilton, UK

Gloucester

Managing a Virtual Team Skills 1 Day Training in Gloucester

Managing a Virtual Team 1 Day Training in Gloucester

Wrexham

Managing a Virtual Team Skills 1 Day Training in Wrexham

Managing a Virtual Team 1 Day Training in Wrexham

Wolverhampton

Managing a Virtual Team Skills 1 Day Training in Wolverhampton

Managing a Virtual Team 1 Day Training in Wolverhampton

Windsor Town

Managing a Virtual Team Skills 1 Day Training in Windsor Town

Managing a Virtual Team 1 Day Training in Windsor Town

Warwick

Managing a Virtual Team Skills 1 Day Training in Warwick

Managing a Virtual Team 1 Day Training in Warwick

Wakefield

Managing a Virtual Team Skills 1 Day Training in Wakefield

Managing a Virtual Team 1 Day Training in Wakefield

Real Estate Development cash flows require greater skill and flexibility from Analysts, and an ability to work with simultaneously with project partners. Value add and opportunistic property investments are complex both in their initial scope and their cash flow projections.This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.Residual models (profit &amp; site) are demonstrated first to illustrate the main components of any scheme and the traditional methods of evaluation such as profit on cost ratio, rental yield and interest cover. Development cash flows are then constructed in detail looking in particular at phased income as well as fixed, variable and incidental construction costs and their impact on the net cash flow. Additional performance metrics are calculated including geared IRR and return on equity.Development financing can be trickier than straightforward senior debt investment financing. This is because finance is often required in stages. The brought forward carried forward method demonstrated on the course, is the easiest way to deal with programmed debt drawdown functions and rolled-up interest.The assessment of project specific risk is arguably much more important in development schemes. Sensitivity analysis and scenario analysis are covered in the final section of the course. On this course you will&hellip;<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Learn how to calculate land and profit residuals</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Learn how to structure a full development cash flow, including phased sales, S-curve and straight line cost functions</li><li value="3" fr-original-style="" style="box-sizing: border-box;">You will be taught how to find maximum bidding prices for site development and building refurbishments</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Understanding development financing considerations and learn how to optimise financing</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analyse financial and project completion risks</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Employ best practice and find solutions to common modelling problems</li></ul> Who will benefit from this course?<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Developers</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Surveyors</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Real Estate professionals at any level with exposure to real estate financial models on a frequent basis</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Fund managers</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Asset managers</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Land managers</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Planning managers</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Lenders</li></ul> Course OutlineDay OneLearn how to build a discounted cash flow, analyse returns and understand the components of development models<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Gross versus Net Yields, calculating Net Development Value (NDV)</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Profit residual, with and without financing</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Site residual, how to calculate profit without knowing your costs.</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Introducing financing to site residual calculations</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Purchase price and acquisition costs</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Phased Sales, marketing and disposal costs</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Modelling construction costs using straight line basis, fixed costs, variable costs, incidental costs and construction fees</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Professional fees</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Income and expenditure project functions</li><li value="10" fr-original-style="" style="box-sizing: border-box;">Logic functions, logic tables and array formulae</li></ul> Day TwoLearn how to build a detailed property development project cash flow, add financing and perform risk analysis on commercial development projects<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Multiple IRRs, competing projects, scoping and linear programming, maximising performance</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Return metrics: Equity profit ratio (EPR), Costs paid out of proceeds (POP), Profit on cost ratio (PCR)</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Alternative site calculation, Net present value (NPV),</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Modelling construction costs using S-curve , variable costs, incidental costs and construction fees</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Switching between scenarios</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Introduction to Development financing, Pari Passu versus Equity First Financing</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Debt scheduling: brought forward and carried forward method</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Consideration of the impact of development finance interest, fees and covenants</li></ul> Included in the Course<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">CPD Accredited Certificate &amp; LinkedIn Proficiency Badge</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Course Files</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul> For more information about the Real Estate Developer such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:E - s.musgrave@bayfieldtraining.comT - 01223 517851W - <a href="https://www.bayfieldtraining.com/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.bayfieldtraining.com/" data-airgap-id="125" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">www.bayfieldtraining.com</a>



Real Estate Development cash flows require greater skill and flexibility from Analysts, and an ability to work with simultaneously with project partners. Value add and opportunistic property investments are complex both in their initial scope and their cash flow projections.
This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.
Residual models (profit & site) are demonstrated first to illustrate the main components of any scheme and the traditional methods of evaluation such as profit on cost ratio, rental yield and interest cover. Development cash flows are then constructed in detail looking in particular at phased income as well as fixed, variable and incidental construction costs and their impact on the net cash flow. Additional performance metrics are calculated including geared IRR and return on equity.
Development financing can be trickier than straightforward senior debt investment financing. This is because finance is often required in stages. The brought forward carried forward method demonstrated on the course, is the easiest way to deal with programmed debt drawdown functions and rolled-up interest.
The assessment of project specific risk is arguably much more important in development schemes. Sensitivity analysis and scenario analysis are covered in the final section of the course.


On this course you will…
Learn how to calculate land and profit residuals
Learn how to structure a full development cash flow, including phased sales, S-curve and straight line cost functions
You will be taught how to find maximum bidding prices for site development and building refurbishments
Understanding development financing considerations and learn how to optimise financing
Analyse financial and project completion risks
Employ best practice and find solutions to common modelling problems


Who will benefit from this course?
Developers
Surveyors
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
Fund managers
Asset managers
Land managers
Planning managers
Lenders


Course Outline
Day One
Learn how to build a discounted cash flow, analyse returns and understand the components of development models
Gross versus Net Yields, calculating Net Development Value (NDV)
Profit residual, with and without financing
Site residual, how to calculate profit without knowing your costs.
Introducing financing to site residual calculations
Purchase price and acquisition costs
Phased Sales, marketing and disposal costs
Modelling construction costs using straight line basis, fixed costs, variable costs, incidental costs and construction fees
Professional fees
Income and expenditure project functions
Logic functions, logic tables and array formulae


Day Two
Learn how to build a detailed property development project cash flow, add financing and perform risk analysis on commercial development projects
Multiple IRRs, competing projects, scoping and linear programming, maximising performance
Return metrics: Equity profit ratio (EPR), Costs paid out of proceeds (POP), Profit on cost ratio (PCR)
Alternative site calculation, Net present value (NPV),
Modelling construction costs using S-curve , variable costs, incidental costs and construction fees
Switching between scenarios
Introduction to Development financing, Pari Passu versus Equity First Financing
Debt scheduling: brought forward and carried forward method
Consideration of the impact of development finance interest, fees and covenants


Included in the Course
CPD Accredited Certificate & LinkedIn Proficiency Badge
Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
Course Files
Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee


For more information about the Real Estate Developer such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

Bayfield Training

Financial Modelling & Analysis

Real Estate Finance

Financial Modelling

Microsoft Excel

Financial Risk Management

Professional Development

Continuous Professional Development (CPD)

This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.

Real Estate Developer (Development Cash Flow Modelling in Excel)

General Admission

This official BRCGS course enables participants with an in-depth understanding of the Standard in terms of the protocol, requirements and how to audit effectively. Participants will gain competency to assess compliance to the requirements of the Standard, including fundamental clauses, statements of intent, how to undertake a BRCGS audit, planning of the audit and reporting of the audit. Auditing fundamentals and techniques will be discussed including the auditor competency skills required of auditors auditing against Global Food Safety Initiative (GFSI) recognised certification programmes.Active learning will be used throughout the course utilising case study-based activities to encourage critical thinking and help explain how auditors with audit against the Standard. &nbsp;Participants must have a working knowledge of quality management systems and auditing within the relevant manufacturing sector, and have completed a hazard analysis and critical control points (HACCP) course of at least two days&#39; duration.In preparation for the course, participants must read and review a copy of the Standard including the glossary, which is available as a free download from the <a href="https://www.brcgs.com/store/" target="_blank" rel="noreferrer noopener" style="color: inherit; -webkit-user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: inherit;">BRCGS Store</a>, in addition to the pre-course materials provided.&nbsp;At the end of the course you will be assessed with an exam. Successful completion of this course, including the exam, forms part of the training necessary to become a BRCGS auditor. The steps necessary to complete your training must be arranged with a BRCGS-approved certification body.This course is part of the<a href="http://demo-brcgs.wearesigma.com/training/brcgs-professional/about-the-programme/" style="color: rgb(234, 118, 0); -webkit-user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(234, 118, 0);">&nbsp;BRCGS Professional recognition programme</a>.At the end of the course participants will be able to:&nbsp;<ul style="color: rgb(var(--color_25)); box-sizing: border-box;" fr-original-style=" color: rgb(var(--color_25));"><li fr-original-style="" style="box-sizing: border-box;">Explain the steps to managing an audit programme</li><li fr-original-style="" style="box-sizing: border-box;">Describe auditing fundamentals and techniques</li><li fr-original-style="" style="box-sizing: border-box;">Assess compliance to the requirements of the Standard and explain how compliance can be demonstrated to maintain food safety, quality, legality, and authenticity</li><li fr-original-style="" style="box-sizing: border-box;">Describe the scope of companies and products covered by the Standard</li><li fr-original-style="" style="box-sizing: border-box;">Describe steps to conduct a BRCGS audit including the preparation, planning, and reporting of the audit</li><li fr-original-style="" style="box-sizing: border-box;">Utilise and explain resource tools available for compliance and beneficial support from BRCGS</li></ul>

This official BRCGS course enables participants with an in-depth understanding of the Standard in terms of the protocol, requirements and how to audit effectively. Participants will gain competency to assess compliance to the requirements of the Standard, including fundamental clauses, statements of intent, how to undertake a BRCGS audit, planning of the audit and reporting of the audit. Auditing fundamentals and techniques will be discussed including the auditor competency skills required of auditors auditing against Global Food Safety Initiative (GFSI) recognised certification programmes.
Active learning will be used throughout the course utilising case study-based activities to encourage critical thinking and help explain how auditors with audit against the Standard. Participants must have a working knowledge of quality management systems and auditing within the relevant manufacturing sector, and have completed a hazard analysis and critical control points (HACCP) course of at least two days' duration.
In preparation for the course, participants must read and review a copy of the Standard including the glossary, which is available as a free download from the BRCGS Store, in addition to the pre-course materials provided. 
At the end of the course you will be assessed with an exam. Successful completion of this course, including the exam, forms part of the training necessary to become a BRCGS auditor. The steps necessary to complete your training must be arranged with a BRCGS-approved certification body.
This course is part of theBRCGS Professional recognition programme.
At the end of the course participants will be able to: 
Explain the steps to managing an audit programme
Describe auditing fundamentals and techniques
Assess compliance to the requirements of the Standard and explain how compliance can be demonstrated to maintain food safety, quality, legality, and authenticity
Describe the scope of companies and products covered by the Standard
Describe steps to conduct a BRCGS audit including the preparation, planning, and reporting of the audit
Utilise and explain resource tools available for compliance and beneficial support from BRCGS

Ask Sonia Limited

Food Safety

HACCP

Official BRCGS Food Safety Issue 9 Lead Auditor training course. 
Delivered online (Zoom) by a live BRCGS Approved Training Partner & Virtual Trainer.
Exam and Certificate fee included in the price.

BRCGS Food Safety Issue 9 - Lead Auditor (5 Days)

This official BRCGS course enables participants to develop a full understanding of the general principles of the requirements of the Standard and gain competency to assess compliance to the requirements of the Standard, including fundamental clauses, statements of intent, how to undertake a BRCGS audit, planning of the audit and reporting of the audit.Active learning will be used throughout the course utilising case study-based activities to encourage critical thinking and help explain how auditors will audit against the Standard. &nbsp;Participants must have a working knowledge of quality management systems and auditing within the relevant manufacturing sector, and have completed a hazard analysis and critical control points (HACCP) course of at least two days&#39; duration.In preparation for the course, participants must read and review a copy of the Standard including the glossary, which is available as a free download from the BRCGS Store, in addition to the pre-course materials provided.At the end of the course, participants will be assessed with an exam. For candidates who are already qualified as a Lead Auditor on another scheme (eg IRCA, SQF, IFS, etc) successful completion of this course, including the exam, is recognised as part of the training necessary to become a BRCGS auditor. The steps necessary to complete your training must be arranged with a BRCGS-approved certification body.This course is part of the<a href="http://demo-brcgs.wearesigma.com/training/brcgs-professional/about-the-programme/" style="color: rgb(234, 118, 0); -webkit-user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(234, 118, 0);">&nbsp;BRCGS Professional recognition programme</a>.At the end of the course participants will be able to:&nbsp;<ul style="color: rgb(var(--color_25)); box-sizing: border-box;" fr-original-style=" color: rgb(var(--color_25));"><li fr-original-style="" style="box-sizing: border-box;">Assess compliance to the requirements of the Standard and explain how compliance can be demonstrated to maintain food safety, quality, legality, and authenticity</li><li fr-original-style="" style="box-sizing: border-box;">Describe the scope of companies and products covered by the Standard</li><li fr-original-style="" style="box-sizing: border-box;">Describe steps to conduct a BRCGS audit including the preparation, planning, and reporting of the audit</li><li fr-original-style="" style="box-sizing: border-box;">Utilise and explain resource tools available for compliance and beneficial support from BRCGS</li></ul>

This official BRCGS course enables participants to develop a full understanding of the general principles of the requirements of the Standard and gain competency to assess compliance to the requirements of the Standard, including fundamental clauses, statements of intent, how to undertake a BRCGS audit, planning of the audit and reporting of the audit.
Active learning will be used throughout the course utilising case study-based activities to encourage critical thinking and help explain how auditors will audit against the Standard. Participants must have a working knowledge of quality management systems and auditing within the relevant manufacturing sector, and have completed a hazard analysis and critical control points (HACCP) course of at least two days' duration.
In preparation for the course, participants must read and review a copy of the Standard including the glossary, which is available as a free download from the BRCGS Store, in addition to the pre-course materials provided.
At the end of the course, participants will be assessed with an exam. For candidates who are already qualified as a Lead Auditor on another scheme (eg IRCA, SQF, IFS, etc) successful completion of this course, including the exam, is recognised as part of the training necessary to become a BRCGS auditor. The steps necessary to complete your training must be arranged with a BRCGS-approved certification body.
This course is part of theBRCGS Professional recognition programme.
At the end of the course participants will be able to: 
Assess compliance to the requirements of the Standard and explain how compliance can be demonstrated to maintain food safety, quality, legality, and authenticity
Describe the scope of companies and products covered by the Standard
Describe steps to conduct a BRCGS audit including the preparation, planning, and reporting of the audit
Utilise and explain resource tools available for compliance and beneficial support from BRCGS

Auditor

Official BRCGS Food Safety Issue 9 course. 
Delivered online (Zoom) by a live BRCGS Approved Training Partner.
Exam and Certificate fee included in the price.

BRCGS Food Safety Issue 9 - For Auditors (3 Days)

This official BRCGS course enables participants to develop a full understanding of the general principles of the requirements of the Standard. It is designed to equip delegates with the knowledge of how to successfully implement the requirements of the Standard on site. Participants will discuss activities which develop a culture to maintain compliance and learn what to expect during the process of certification, including actions needed prior to, during and after the audit.Active learning will be used throughout the course utilising case study-based activities to encourage critical thinking and help explain how sites will implement the Standard.&nbsp;In preparation for the course, participants must read and review a copy of the Standard including the glossary, which is available as a free download from the <a href="https://www.brcgs.com/store/" target="_blank" rel="noreferrer noopener" style="color: inherit; user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: inherit;">BRCGS Store</a>, in addition to the pre-course materials provided. It is advised participants must have working knowledge of HACCP.At the end of the course, participants will be assessed with an exam.&nbsp;This course is part of the<a href="http://demo-brcgs.wearesigma.com/training/brcgs-professional/about-the-programme/" style="color: rgb(234, 118, 0); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(234, 118, 0);">&nbsp;BRCGS Professional recognition programme</a>.At the end of the course participants will be able to:&nbsp;<ul style="color: rgb(var(--color_25)); box-sizing: border-box;" fr-original-style=" color: rgb(var(--color_25));"><li fr-original-style="" style="box-sizing: border-box;">Explain what is required to comply with the requirements of the Standard</li><li fr-original-style="" style="box-sizing: border-box;">Describe the scope of companies and products covered by the Standard</li><li fr-original-style="" style="box-sizing: border-box;">Describe what to expect from your BRCGS audit&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Prepare for an audit to the Standard</li><li fr-original-style="" style="box-sizing: border-box;">Apply resource tools available for compliance and support from BRCGS </li></ul>

This official BRCGS course enables participants to develop a full understanding of the general principles of the requirements of the Standard. It is designed to equip delegates with the knowledge of how to successfully implement the requirements of the Standard on site. Participants will discuss activities which develop a culture to maintain compliance and learn what to expect during the process of certification, including actions needed prior to, during and after the audit.
Active learning will be used throughout the course utilising case study-based activities to encourage critical thinking and help explain how sites will implement the Standard. 
In preparation for the course, participants must read and review a copy of the Standard including the glossary, which is available as a free download from the BRCGS Store, in addition to the pre-course materials provided. It is advised participants must have working knowledge of HACCP.
At the end of the course, participants will be assessed with an exam. 
This course is part of theBRCGS Professional recognition programme.
At the end of the course participants will be able to: 
Explain what is required to comply with the requirements of the Standard
Describe the scope of companies and products covered by the Standard
Describe what to expect from your BRCGS audit
Prepare for an audit to the Standard
Apply resource tools available for compliance and support from BRCGS

BRCGS Food Safety Issue 9 - For Sites (2 Days)

ATTENTION: all public dates from Nov 2024 onwards are Issue 7, not Issue 6 anymore.Attention: This course is delivered over 3 full days. If you&#39;re interested in the same course but delivered over 6 half-days (3pm to 6:30pm London time, consecutive half-days excluding weekend), please click&nbsp;<a href="https://www.ask-sonia.com/training?layout=grid&cadpath=ask-sonia-limited%2Fofficial-brcgs-packaging-auditor-issue-6-6-half-days" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; color: inherit; cursor: pointer; text-decoration: inherit;">here</a>. Thank you.This official BRCGS&nbsp;course enables you to gain a full understanding of the general principles of the requirements of the Packaging Materials Standard, including fundamental clauses and statements of intent, and how to undertake a BRCGS audit, including planning and reporting of the audit.Delegates should download and read a copy of the standard before attending this course, which is available as a free download from the <a href="https://www.brcgs.com/store/global-standard-packaging-materials-issue-6/p-723/" target="_blank" style="color: rgb(234, 118, 0); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(234, 118, 0);">BRCGS Store</a>.<h3 style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">At the end of the course, you will:</h3><ul fr-original-style="" style="box-sizing: border-box;"><li style="color: rgb(77, 77, 79); box-sizing: border-box;" fr-original-style=" color: rgb(77, 77, 79);">Be able to describe the scope of companies and products covered by the standard</li><li style="color: rgb(77, 77, 79); box-sizing: border-box;" fr-original-style=" color: rgb(77, 77, 79);">Know what is required to comply with the requirements of the standard</li><li style="color: rgb(77, 77, 79); box-sizing: border-box;" fr-original-style=" color: rgb(77, 77, 79);">Be able to prepare for an audit to the standard</li><li style="color: rgb(77, 77, 79); box-sizing: border-box;" fr-original-style=" color: rgb(77, 77, 79);">Understand the protocol for audits to the standard</li></ul>This course is part of the<a href="http://demo-brcgs.wearesigma.com/training/brcgs-professional/about-the-programme/" style="color: rgb(234, 118, 0); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(234, 118, 0);">&nbsp;BRCGS Professional recognition programme</a>.

ATTENTION: All training dates scheduled from January 2025 are for Issue 7.
This official BRCGS course enables you to gain a full understanding of the general principles of the requirements of the Packaging Materials Standard Issue 7, including fundamental clauses and statements of intent, and how to undertake a BRCGS audit, including planning and reporting of the audit.
Delegates should download and read a copy of the standard before attending this course, which is available as a free download from the BRCGS Store.
At the end of the course, you will:
Be able to describe the scope of companies and products covered by the standard
Know what is required to comply with the requirements of the standard
Be able to prepare for an audit to the standard
Understand the protocol for audits to the standard
This course is part of the BRCGS Professional recognition programme.


Official BRCGS Packaging Auditor Issue 6 course.
Delivered online (Zoom) by a live BRCGS Approved Training Partner.
Exam and Certificate fee included in the price.

BRCGS Packaging Materials Issue 7: Auditor Training (3 Days)

This official BRCGS course will provide auditors who have audited against Issue 6 of the Standard with details of the changes to format and content of the Standard, with a review of audit protocol and BRCGS expectations. 
It includes particular reference to the changes in order to better reflect the diversity of the Packaging industry and how this affects them. This will also be an opportunity to effect calibration of auditors to ensure the effectiveness and consistency of audits against the Standard to BRCGS requirements.
Delegates should download and read a copy of the standard before attending this course, which is available as a free download from the BRCGS Store.
At the end of the course, you will:
Be able to describe the scope of companies and products covered by the standard
Know what is required to comply with the requirements of the standard
Be able to prepare for an audit to the standard
Understand the protocol for audits to the standard
This course is part of the BRCGS Professional recognition programme.


Official BRCGS Packaging Auditor Conversion to Issue 7 course.
Delivered online (Zoom) by a live BRCGS Approved Training Partner.
Exam and Certificate fee included in the price.

BRCGS Packaging Materials Issue 6 to 7 Conversion for Auditors (2 Days)

ATTENTION: all public dates from Nov 2024 onwards are Issue 7, not Issue 6 anymore.Attention: This course is delivered over 2 full days. If you&#39;re interested in the same course but delivered over 4 half-days (3pm to 6:30pm London time, consecutive half-days excluding weekend), please click&nbsp;<a href="https://www.ask-sonia.com/training?layout=grid&cadpath=ask-sonia-limited%2Fofficial-brcgs-packaging-sites-issue-6-4-half-days" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; color: inherit; cursor: pointer; text-decoration: inherit;">here</a>. Thank you.This official BRCGS course has been designed to enable delegates to gain a full understanding of the requirements of the Packaging Materials Standard, including the objectives of fundamental clauses and statements of intent.Delegates will learn how audits against the Standard operate including preparation, the audit, non-conformities, corrective actions and certificate issue.A good technical knowledge of the packaging industry is essential. Before attending the course, Delegates must download and read a copy of the Standard, which is available as a free download from the <a href="https://www.brcgs.com/store/global-standard-packaging-materials-issue-6/p-723/" target="_blank" style="color: rgb(234, 118, 0); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(234, 118, 0);">BRCGS Store</a>.<h3 style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">At the end of the course, you will:&nbsp;</h3><ul style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);"><li style="color: rgb(77, 77, 79); box-sizing: border-box;" fr-original-style=" color: rgb(77, 77, 79);">Understand the background and benefits of the Standard</li><li style="color: rgb(77, 77, 79); box-sizing: border-box;" fr-original-style=" color: rgb(77, 77, 79);">Be able to outline the details of the audit and certification programme</li><li style="color: rgb(77, 77, 79); box-sizing: border-box;" fr-original-style=" color: rgb(77, 77, 79);">Determine audit scope and plan the audit</li><li style="color: rgb(77, 77, 79); box-sizing: border-box;" fr-original-style=" color: rgb(77, 77, 79);">Understand what it is to have an audit, non-conformities and corrective actions</li><li style="color: rgb(77, 77, 79); box-sizing: border-box;" fr-original-style=" color: rgb(77, 77, 79);">Know how to report issues and use BRCGS resources</li></ul>This course is part of the<a href="http://demo-brcgs.wearesigma.com/training/brcgs-professional/about-the-programme/" style="color: rgb(234, 118, 0); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(234, 118, 0);">&nbsp;BRCGS Professional recognition programme</a>.

This official BRCGS course will provide auditors who have audited against Issue 6 of the Standard with details of the changes to format and content of the Standard, with a review of audit protocol and BRCGS expectations. It includes particular reference to the changes in order to better reflect the diversity of the Packaging industry and how this affects them. 
Delegates will understand the requirements of Issue 7 to support in their audit preparation, the audit, non-conformities, corrective actions, root cause analysis and certificate issue.
A good technical knowledge of the packaging industry is essential. Before attending the course, Delegates must download and read a copy of the Standard, which is available as a free download from the BRCGS Store.
At the end of the course, you will: 
Understand the background and benefits of the Standard
Be able to outline the details of the audit and certification programme
Determine audit scope and plan the audit
Understand what it is to have an audit, non-conformities and corrective actions
Know how to report issues and use BRCGS resources
This course is part of the BRCGS Professional recognition programme.

Official BRCGS Packaging Sites Conversion Issue 7 course.
Delivered online (Zoom) by a live BRCGS Approved Training Partner.
Exam and Certificate fee included in the price.

BRCGS Packaging Materials Issue 6 to 7 Conversion for Sites (1 Day)

In an ever-evolving legal landscape, being a firm outside of the mandatory AML scope doesn&#39;t mean being out of the compliance conversation.&nbsp;This course is your guide to proactively managing risks, staying compliant, and ensuring your firm&#39;s resilience. Don&#39;t miss this opportunity to navigate the unique challenges faced by out-of-scope AML law firms.<img src="https://images.cademy.co.uk/cd74539b-d6a2-46d2-9df6-1144792fca8b/51c4262d-8d1f-42ad-a7cb-2250a4e7b040/original.png" style="width: 216px; display: inline-block; vertical-align: bottom; margin: 5px 0px 5px 5px; text-align: right; cursor: auto; max-width: calc(100% - 5px); float: right; padding: 0px 1px; user-select: none; position: relative; box-sizing: border-box;" fr-original-style="width: 216px; display: inline-block; vertical-align: bottom; margin: 5px 0px 5px 5px; text-align: right; cursor: auto; max-width: calc(100% - 5px); float: right;" fr-original-class="fr-draggable">The course will cover:<ul fr-original-style="" style="box-sizing: border-box;">
<li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">AML regulations</li>
<li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Why are some firms (or departments) in or out of scope?</li>
<li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">MLROs</li>
<li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">AML basics</li>
<li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">CDD (ID elements)</li>
<li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Responsibility of doing CDD</li>
<li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Source of Funds / Source of Wealth</li>
<li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Ongoing monitoring</li>
<li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Reporting to the MLRO</li>
</ul><h2 style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);">Target Audience</h2>The online course is suitable for staff of all levels, from support staff to senior partners of firms outside of the regulated sector.&nbsp;<h2 style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);">Resources</h2>Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training.<p data-key="30" data-slate-fragment="JTdCJTIyb2JqZWN0JTIyJTNBJTIyZG9jdW1lbnQlMjIlMkMlMjJkYXRhJTIyJTNBJTdCJTdEJTJDJTIybm9kZXMlMjIlM0ElNUIlN0IlMjJvYmplY3QlMjIlM0ElMjJibG9jayUyMiUyQyUyMnR5cGUlMjIlM0ElMjJoZWFkaW5nLXRocmVlJTIyJTJDJTIyZGF0YSUyMiUzQSU3QiUyMmNsYXNzTmFtZSUyMiUzQW51bGwlN0QlMkMlMjJub2RlcyUyMiUzQSU1QiU3QiUyMm9iamVjdCUyMiUzQSUyMnRleHQlMjIlMkMlMjJsZWF2ZXMlMjIlM0ElNUIlN0IlMjJvYmplY3QlMjIlM0ElMjJsZWFmJTIyJTJDJTIydGV4dCUyMiUzQSUyMkNvdXJzZSUyME5vdGVzJTIyJTJDJTIybWFya3MlMjIlM0ElNUIlNUQlN0QlNUQlN0QlNUQlN0QlMkMlN0IlMjJvYmplY3QlMjIlM0ElMjJibG9jayUyMiUyQyUyMnR5cGUlMjIlM0ElMjJwYXJhZ3JhcGglMjIlMkMlMjJkYXRhJTIyJTNBJTdCJTIyY2xhc3NOYW1lJTIyJTNBbnVsbCU3RCUyQyUyMm5vZGVzJTIyJTNBJTVCJTdCJTIyb2JqZWN0JTIyJTNBJTIydGV4dCUyMiUyQyUyMmxlYXZlcyUyMiUzQSU1QiU3QiUyMm9iamVjdCUyMiUzQSUyMmxlYWYlMjIlMkMlMjJ0ZXh0JTIyJTNBJTIyQ29tcHJlaGVuc2l2ZSUyMGFuZCUyMHVwJTIwdG8lMjBkYXRlJTIwY291cnNlJTIwbm90ZXMlMjB3aWxsJTIwYmUlMjBwcm92aWRlZCUyMHRvJTIwYWxsJTIwZGVsZWdhdGVzJTIwd2hpY2glMjBtYXklMjBiZSUyMHVzZWZ1bCUyMGZvciUyMG9uZ29pbmclMjByZWZlcmVuY2UlMjBvciUyMGNhc2NhZGUlMjB0cmFpbmluZy4lMjIlMkMlMjJtYXJrcyUyMiUzQSU1QiU1RCU3RCU1RCU3RCU1RCU3RCUyQyU3QiUyMm9iamVjdCUyMiUzQSUyMmJsb2NrJTIyJTJDJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmRhdGElMjIlM0ElN0IlMjJjbGFzc05hbWUlMjIlM0FudWxsJTdEJTJDJTIybm9kZXMlMjIlM0ElNUIlN0IlMjJvYmplY3QlMjIlM0ElMjJ0ZXh0JTIyJTJDJTIybGVhdmVzJTIyJTNBJTVCJTdCJTIyb2JqZWN0JTIyJTNBJTIybGVhZiUyMiUyQyUyMnRleHQlMjIlM0ElMjJQbGVhc2UlMjBub3RlJTIwYSUyMHJlY29yZGluZyUyMG9mJTIwdGhlJTIwY291cnNlJTIwd2lsbCUyMCUyMiUyQyUyMm1hcmtzJTIyJTNBJTVCJTVEJTdEJTJDJTdCJTIyb2JqZWN0JTIyJTNBJTIybGVhZiUyMiUyQyUyMnRleHQlMjIlM0ElMjJub3QlMjAlMjIlMkMlMjJtYXJrcyUyMiUzQSU1QiU3QiUyMm9iamVjdCUyMiUzQSUyMm1hcmslMjIlMkMlMjJ0eXBlJTIyJTNBJTIyYm9sZCUyMiUyQyUyMmRhdGElMjIlM0ElN0IlN0QlN0QlNUQlN0QlMkMlN0IlMjJvYmplY3QlMjIlM0ElMjJsZWFmJTIyJTJDJTIydGV4dCUyMiUzQSUyMmJlJTIwbWFkZSUyMGF2YWlsYWJsZS4lMjIlMkMlMjJtYXJrcyUyMiUzQSU1QiU1RCU3RCU1RCU3RCU1RCU3RCU1RCU3RA==" style="color: rgb(0, 0, 0); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Please note a recording of the course will&nbsp;not&nbsp;be made available.<h2 data-key="35" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Speaker</h2><h3 style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);"><a href="https://dglegal.co.uk/the-team/helen-torresi/" target="_blank" rel="noopener noreferrer" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">Helen Torresi, Consultant, DG Legal</a></h3>Helen is a qualified solicitor with a diverse professional background spanning leadership roles in both the legal and tech/corporate sectors. Throughout her career, she has held key positions such as COLP, HOLP, MLCO, MLRO and DPO for law firms and various regulated businesses and services.Helen&rsquo;s specialised areas encompass AML, complaint and firm negligence handling, DPA compliance, file review and auditing, law management, and operational effectiveness in law firms, particularly in conveyancing (CQS).

In an ever-evolving legal landscape, being a firm outside of the mandatory AML scope doesn't mean being out of the compliance conversation. 
This course is your guide to proactively managing risks, staying compliant and ensuring your firm's resilience. Don't miss this opportunity to navigate the unique challenges faced by out-of-scope AML law firms.

The course will cover:
AML regulations
Why are some firms (or departments) in or out of scope?
MLROs
AML basics
CDD (ID elements)
Responsibility of doing CDD
Source of Funds / Source of Wealth
Ongoing monitoring
Reporting to the MLRO
Target Audience
The online course is suitable for staff of all levels, from support staff to senior partners of firms outside of the regulated sector. 
Resources
Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training.
Please note a recording of the course will not be made available.
Speaker
Helen Torresi, Consultant, DG Legal
Helen is a qualified solicitor with a diverse professional background spanning leadership roles in both the legal and tech/corporate sectors. Throughout her career, she has held key positions such as COLP, HOLP, MLCO, MLRO and DPO for law firms and various regulated businesses and services.
Helen’s specialised areas encompass AML, complaint and firm negligence handling, DPA compliance, file review and auditing, law management, and operational effectiveness in law firms, particularly in conveyancing (CQS).

DG Legal

AML Training For Law Firms Not In Scope Course

General Delegate

A discount is available for delegates attending from firms with a current retainer contract with DG Legal (please contact us by email to admin@dglegal.co.uk for confirmation of eligibility).   If you choose this option and are not eligible, you are still bound to pay the full rate and will be invoiced accordingly.

Retainer Delegate

For current users and the curious.This is designed to be an introduction into how to start a room by room survey using the new CAD Heat Engineer feature, using the online dashboard. We will then go through the different steps to complete this heat loss report. Optional pages will also be worked through and shown.&nbsp;Examples of how to select the flow temperature and the heat source (heat pumps and boilers) will be presented once the heat loss result is completed.&nbsp;&nbsp;Scope of works<table border="0" cellpadding="0" cellspacing="0" id="isPasted" width="696" fr-original-style="" style="border: none; border-collapse: collapse; empty-cells: show; max-width: 100%; box-sizing: border-box;"><tbody fr-original-style="" style="box-sizing: border-box;"><tr fr-original-style="" style="box-sizing: border-box;"><td width="57.90229885057471%" style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl65">Topic</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td width="57.90229885057471%" style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Welcome introduction </td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">How to sign up and the different account types 5 mins</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">What the app is used for and sending to the online account &ndash; Show about page</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Login into the app (Example used is an iPhone 14) &ndash; what is My Info and the History</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl70">Briefly show the estimator tool (Whole House Heat Loss)</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl70">How to start a new CAD room by room survey&nbsp;</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Standard and vaulted rooms</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Room name population</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Measuring</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Editing values</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Go through step 1 to step 8</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Selecting a heat source - Heat Pump in this example</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Optional pages overview, emitters and performance, emitters and radiators, DHW, Bivalent system and fuel comparison page.</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Print report off or send copy to a supplier</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Adding Designers</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Our future plans</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 99.2133%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 99.2133%;" fr-original-class="xl69">Heat Manager - Digital file system for you and your customers</td></tr><tr fr-original-style="" style="box-sizing: border-box;"><td style="width: 114.161%; min-width: 5px; box-sizing: border-box; user-select: text; border: 1px solid rgb(221, 221, 221);" fr-original-style="width: 114.161%;" fr-original-class="xl72">Any feedback and further questions please email to support@heat-engineer.com&nbsp;</td></tr></tbody></table>Questions - You will be able to ask further questions after the event.Delivered by Rich Cartwright BEng DipEd MCIPHEHeat Loss from CADUpload your drawings and quickly measuring areas and lengths. Measurements automatically populate the survey and produces the heat loss results for each room.3D ROOM SCAN&nbsp; &nbsp;&nbsp;Using an Apple mobile device (Pro models), you can scan a room which creates the room in 3D and populates dimensions in the survey too. From your computer dashboard, view 3D models and include images in the heating report.NEW RADIATORSWe use EN442 standard to enable you to customise the defined MWT (&deg;c) and the results will highlight if the radiator will heat the room for a given internal design temperature. We like to promote the need to design low temperature systems!Add multiple&nbsp;designers to your accountYou can now add extra dashboard users to complete heat loss and heating design reports on your Heat Engineer Software account.DHW (DOMESTIC HOT WATER)This will calculate the projected energy demand and running costs for DHW. Soon to be released is cylinder sizing for both domestic and commercial.EMITTERS AND PERFORMANCEThis page is primarily used for heat pump designs. Once you specify the flow temperature for each room the SCOP (Seasonal Coefficient of Performance) values will be shown, and the system will show if radiators are over or undersized.BIVALENT DESIGNA bivalent system uses more than one heat source. So, we provide an easy-to-use method for you to determine when you need a fossil fuel boiler to operate when a heat pump is at its output limit. This is great for properties which need a 3 phase system for a large heat pump, however only have single phase, therefore a boiler can provide the remaining heating at a bivalent point which you can design.FUEL COMPARISONMultiple fuels to compare against, you can adjust the price per unit and CO2 factor (kg/kWh). Present these running costs to your clients.PHOTOS AND NOTESPhotos and notes which you or your surveyors have taken will be shown when you open the report from your dashboard. You may also upload and download photos from your PC / laptop too.COMPARE COMPLETED REPORTSThis comparison feature allows you to compare different reports on power and energy demand. You can therefore review a project&#39;s outcome when you make variations in the building materials and dimensions. If you compare two different buildings / projects then this will only show rooms which have the same name.

For current users and the curious.
This is designed to be an introduction into how to start a room by room survey using the new CAD Heat Engineer feature, using the online dashboard. We will then go through the different steps to complete this heat loss report. Optional pages will also be worked through and shown. 
Examples of how to select the flow temperature and the heat source (heat pumps and boilers) will be presented once the heat loss result is completed. 
Scope of works
Topic
Welcome introduction
How to sign up and the different account types 5 mins
What the app is used for and sending to the online account – Show about page
Login into the app (Example used is an iPhone 14) – what is My Info and the History
Briefly show the estimator tool (Whole House Heat Loss)
How to start a new CAD room by room survey
Standard and vaulted rooms
Room name population
Measuring
Editing values
Go through step 1 to step 8
Selecting a heat source - Heat Pump in this example
Optional pages overview, emitters and performance, emitters and radiators, DHW, Bivalent system and fuel comparison page.
Print report off or send copy to a supplier
Adding Designers
Our future plans
Heat Manager - Digital file system for you and your customers
Any feedback and further questions please email to support@heat-engineer.com
Questions - You will be able to ask further questions after the event.
Delivered by Rich Cartwright BEng DipEd MCIPHE
Heat Loss from CAD
Upload your drawings and quickly measuring areas and lengths. Measurements automatically populate the survey and produces the heat loss results for each room.
3D ROOM SCAN 
Using an Apple mobile device (Pro models), you can scan a room which creates the room in 3D and populates dimensions in the survey too. From your computer dashboard, view 3D models and include images in the heating report.
NEW RADIATORS
We use EN442 standard to enable you to customise the defined MWT (°c) and the results will highlight if the radiator will heat the room for a given internal design temperature. We like to promote the need to design low temperature systems!
Add multiple designers to your account
You can now add extra dashboard users to complete heat loss and heating design reports on your Heat Engineer Software account.
DHW (DOMESTIC HOT WATER)
This will calculate the projected energy demand and running costs for DHW. Soon to be released is cylinder sizing for both domestic and commercial.
EMITTERS AND PERFORMANCE
This page is primarily used for heat pump designs. Once you specify the flow temperature for each room the SCOP (Seasonal Coefficient of Performance) values will be shown, and the system will show if radiators are over or undersized.
BIVALENT DESIGN
A bivalent system uses more than one heat source. So, we provide an easy-to-use method for you to determine when you need a fossil fuel boiler to operate when a heat pump is at its output limit. This is great for properties which need a 3 phase system for a large heat pump, however only have single phase, therefore a boiler can provide the remaining heating at a bivalent point which you can design.
FUEL COMPARISON
Multiple fuels to compare against, you can adjust the price per unit and CO2 factor (kg/kWh). Present these running costs to your clients.
PHOTOS AND NOTES
Photos and notes which you or your surveyors have taken will be shown when you open the report from your dashboard. You may also upload and download photos from your PC / laptop too.
COMPARE COMPLETED REPORTS
This comparison feature allows you to compare different reports on power and energy demand. You can therefore review a project's outcome when you make variations in the building materials and dimensions. If you compare two different buildings / projects then this will only show rooms which have the same name. 

Heat Engineer

Heating Engineer


This is designed to be an introduction into how to start a room by room survey using the new CAD Heat Engineer feature, using the online dashboard. We will then go through the different steps to complete this heat loss report. Optional pages will also be worked through and shown. 

Examples of how to select the flow temperature and the heat source (heat pumps and boilers) will be presented once the heat loss result is completed. 

Version 2 - How to use CAD Heat Engineer Software 15th Feb 4pm

General admission

For new users and the curious.
IMPORTANT: Once you are signed up, send us your requests on what you would like to see within the demonstration and learn on the course. We will then cater for your needs and answer them during the session.
This is designed to be an introduction into how to start a room by room survey using the Heat Engineer app, then sending this survey to the online dashboard. We will then go through the different steps to complete this heat loss report. Optional pages will also be worked through and shown. 
Examples of how to select the flow temperature and the heat source (heat pumps and boilers) will be presented once the heat loss result is completed. 
Scope of works
Estimated Start Time	Duration mins	Topic	Platform / Device
7:00:00 PM	5	Welcome introduction - Show an example Heat loss report from online - The end result	Website
7:05:00 PM	2	How to sign up and the different account types 5 mins	Website
7:07:00 PM	4	What the app is used for and sending to the online account – Show about page	Website & app
7:11:00 PM	2	Login into the app (Example used is an iPhone 14) – what is My Info and the History	App (mobile & tablets)
7:13:00 PM	3	Briefly show the estimator tool	App (mobile & tablets)
7:16:00 PM	2	How to start a new room by room survey	App (mobile & tablets)
7:18:00 PM	10	Open up example from History and enter two rooms - One standard and one vaulted. PowerPoint to help visualise	App (mobile & tablets)
7:28:00 PM	1	Send survey to main dashboard	App (mobile & tablets)
7:29:00 PM	3	Quick Intro to dashboard.	Website
7:32:00 PM	1	Show profile setup	Website
7:33:00 PM	7	Open sent survey go through step 1 to step 8	Website
7:40:00 PM	2	Selecting a heat source - Heat Pump in this example	Website
7:42:00 PM	15	Optional pages overview, emitters and performance, current radiators, new radiators, DHW, Bivalent system and fuel comparison page.	Website
7:57:00 PM	2	Print report off or send copy to a supplier	Website
7:59:00 PM	5	Adding Designers	
8:04:00 PM	1	Our future plans	Website
8:05:00 PM	15	Heat Manager - Digital file system for you and your customers	Website
8:20:00 PM	Any feedback and further questions please email to support@heat-engineer.com		
Questions - You will be able to ask further questions after the event.
Delivered by Rich Cartwright BEng DipEd MCIPHE
NEW RADIATORS
We use EN442 standard to enable you to customise the defined MWT (°c) and the results will highlight if the radiator will heat the room for a given internal design temperature. We like to promote the need to design low temperature systems!
Add multiple designers to your account
You can now add extra dashboard users to complete heat loss and heating design reports on your Heat Engineer Software account.
DHW (DOMESTIC HOT WATER)
This will calculate the projected energy demand and running costs for DHW and domestic cylinder sizing.
EMITTERS AND PERFORMANCE
This page is primarily used for heat pump designs. Once you specify the flow temperature for each room the SCOP (Seasonal Coefficient of Performance) values will be shown, and the system will show if radiators are over or undersized.
CURRENT RADIATORS
Use the app on site to enter the current radiators and our system will display the output values for different flow temperatures.
FUEL COMPARISON
Multiple fuels to compare against, you can adjust the price per unit and CO2 factor (kg/kWh). Present these running costs to your clients.
PHOTOS AND NOTES
Photos and notes which you or your surveyors have taken will be shown when you open the report from your dashboard. You may also upload and download photos from your PC / laptop too.
 

For new users and the curious.

Hello,

For new users and the curious.

IMPORTANT: Firstly, once you are signed up, send us your requests on what you would like to see within the demonstration and learn on the course. We will then cater for your needs and answer them during the session.

This is designed to be an introduction into how to start a room by room survey using the Heat Engineer app, then sending this survey to the online dashboard. We will then go through the different steps to complete this heat loss report. Optional pages will also be worked through and shown. 

Examples of how to select the flow temperature and the heat source (heat pumps and boilers) will be presented once the heat loss result is completed. 

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