VT Virtual Panel - Remote is Here to StayVisibleThread
1. The document summarizes a virtual panel discussion on how to mitigate risks and continue winning while working remotely.
2. It provides tips for remote workspaces, virtual teams, virtual proposal management, technology support, virtual events, and networking.
3. The panelists were from VisibleThread and discussed the company's virtual proposal management software and new features.
VT University Live Session - What's New in VTVisibleThread
This webinar provided an overview of new and upcoming features in VisibleThread Docs. It began with an introduction of the speakers and agenda. It then discussed the new Single Sign-On and bulk user import features in the latest VT Docs 3.2 release. Upcoming improvements include enhanced PDF parsing to better identify document structure, redesigning reports for clearer layout, and a new usage report. The webinar concluded with an announcement of future virtual sessions and a Q&A.
VT Virtual Session - The Business Impact of VT Docs VisibleThread
In this session, the speaker discusses how her company increased its utilization of VisibleThread (VT) from less than 5% to regular use in proposals, contracts, and project management. She explains how using VT's features like the compliance matrix, document comparison, and responsibility matrix allowed her to save time, pursue professional growth opportunities, and help the business grow. Within a year, she was promoted from Director to Vice President due to her proficient use of VT across the organization.
Plain language writing: Tips for delivering complex messages to a general aud...Rhonda Bracey
Take a look at your latest insurance policy—you should easily be able to find and understand what you can and can’t claim. No longer are these documents full of gobbledygook, tiny print, and lists of exclusions that you need a legal degree to understand.
And it’s not just insurance companies. Pharmaceutical companies (check the leaflet inside a recent prescription medicine), some government departments, utility companies, and others (even lawyers) are changing the language they use when communicating with their customers to ‘plain language’.
In this session, I’ll cover the main guidelines for writing in plain language, the benefits to your organisation and your customers, and share lots of examples and tips for making your messages clear.
Webinar- How to get the most value out of your SMEs - Mark AmtowerVisibleThread
Mark will share his advice for proposal managers working with Subject Matter Experts (SMEs) and SMEs themselves:
Leverage your expertise in your technical volume to win more business.
Develop clear communication habits that influence decision makers.
Make sure you don’t damage your credibility with technical jargon overload.
Write less. Write better. It’s not just about doing away with words, but instead, improving the user experience by presenting the right information, at the right time, in the right format, to the right audience, and allowing them to make the right decision to stop reading content and start doing what they need to do. From search tools to airlines to the use of clear images, tables, or words, the goal of this session is to help you understand the right things to do to spend less time writing, and more time helping your company, your clients, and your readers reduce headaches and increase profits. See samples, join the discussion, and keep your words to a minimum.
PowerPoint Presentation for the Canadian Society of Corporate Secretaries' 17th Annual Corporate Governance Conference, August 2015.
Presented by:
Kevin West
Founder | SkyLaw Professional Corporation
Catherine Gordon
President and Founder | Simple Logic Inc.
John Truzzolino
Managing Director, Business Development | RR Donnelly
VT Virtual Panel - Remote is Here to StayVisibleThread
1. The document summarizes a virtual panel discussion on how to mitigate risks and continue winning while working remotely.
2. It provides tips for remote workspaces, virtual teams, virtual proposal management, technology support, virtual events, and networking.
3. The panelists were from VisibleThread and discussed the company's virtual proposal management software and new features.
VT University Live Session - What's New in VTVisibleThread
This webinar provided an overview of new and upcoming features in VisibleThread Docs. It began with an introduction of the speakers and agenda. It then discussed the new Single Sign-On and bulk user import features in the latest VT Docs 3.2 release. Upcoming improvements include enhanced PDF parsing to better identify document structure, redesigning reports for clearer layout, and a new usage report. The webinar concluded with an announcement of future virtual sessions and a Q&A.
VT Virtual Session - The Business Impact of VT Docs VisibleThread
In this session, the speaker discusses how her company increased its utilization of VisibleThread (VT) from less than 5% to regular use in proposals, contracts, and project management. She explains how using VT's features like the compliance matrix, document comparison, and responsibility matrix allowed her to save time, pursue professional growth opportunities, and help the business grow. Within a year, she was promoted from Director to Vice President due to her proficient use of VT across the organization.
Plain language writing: Tips for delivering complex messages to a general aud...Rhonda Bracey
Take a look at your latest insurance policy—you should easily be able to find and understand what you can and can’t claim. No longer are these documents full of gobbledygook, tiny print, and lists of exclusions that you need a legal degree to understand.
And it’s not just insurance companies. Pharmaceutical companies (check the leaflet inside a recent prescription medicine), some government departments, utility companies, and others (even lawyers) are changing the language they use when communicating with their customers to ‘plain language’.
In this session, I’ll cover the main guidelines for writing in plain language, the benefits to your organisation and your customers, and share lots of examples and tips for making your messages clear.
Webinar- How to get the most value out of your SMEs - Mark AmtowerVisibleThread
Mark will share his advice for proposal managers working with Subject Matter Experts (SMEs) and SMEs themselves:
Leverage your expertise in your technical volume to win more business.
Develop clear communication habits that influence decision makers.
Make sure you don’t damage your credibility with technical jargon overload.
Write less. Write better. It’s not just about doing away with words, but instead, improving the user experience by presenting the right information, at the right time, in the right format, to the right audience, and allowing them to make the right decision to stop reading content and start doing what they need to do. From search tools to airlines to the use of clear images, tables, or words, the goal of this session is to help you understand the right things to do to spend less time writing, and more time helping your company, your clients, and your readers reduce headaches and increase profits. See samples, join the discussion, and keep your words to a minimum.
PowerPoint Presentation for the Canadian Society of Corporate Secretaries' 17th Annual Corporate Governance Conference, August 2015.
Presented by:
Kevin West
Founder | SkyLaw Professional Corporation
Catherine Gordon
President and Founder | Simple Logic Inc.
John Truzzolino
Managing Director, Business Development | RR Donnelly
Knowledge Congress Revenue Recognition Webcast - Sep. 5, 2012Brian Marshall
Revenue recognition remains to be a topic of perennial interest in 2012 as it affects almost all companies. In an effort to resolve incongruent accounting standards and practices on revenue recognition, FASB and IASB have proposed new revenue recognition standards through an Exposure Draft in 2011. These new standards, if enacted, would result in the most broad reaching and fundamental changes to the recognition of revenue in businesses moving forward.
The Knowledge Group is producing a two-hour LIVE webcast to help companies gain a complete understanding of the nuts and bolts of the proposed standards and its potential impact on their businesses. Changes to Revenue Recognition in 2012 is a must attend event for accountants, finance executives and managers, corporate attorneys and other related professionals.
This document discusses developing successful multilingual content. It covers the impact of language diversity, crafting content best practices, protecting content integrity and intent, and key technologies and efficiencies. The presentation aims to help audiences understand multilingual content strategies and processes. It provides tips on writing for translation, reviews localization workflows, and explains how translation memory and style guides can improve quality while reducing costs.
Content = Communication: What is Plain Language and Why Should You Care?Deborah S. Bosley
I gave this presentation to the Content Strategy Applied Conference at eBay/PayPal in San Jose, CA. October 16, 2013. Large audience of content strategists learning about how plain language strategies can make content easy to understand.
Hence, an annual listing of “The 10 Most Recommended Language Service Providers, 2018” acknowledges some of the leading language solution providers which are translating visions of associated organizations into words.
Hello Pal: Make Friends And Learn Languages InstantlyBraden Maccke
The Hello Pal App is a social language learning app. It's as effective as Rosetta Stone, and as addictive as WhattsApp. The company is publicly traded on the OTC and CSE.
This document outlines the importance of gaining international experience early in one's career. It discusses three types of international exposure: transaction exposure from currency fluctuations between contract and settlement; operating exposure from how exchange rate changes affect operating cash flows and profitability; and translation exposure from consolidating subsidiary financials. The document also lists five benefits of international exposure: it elevates one's credentials, provides networking opportunities, improves cultural awareness and communication skills, enhances professional and personal development, and increases confidence and independence.
Chapter 4 Using an Appropriate StyleFIRST FORMAL LETTER ASSIG.docxrobertad6
Chapter 4: Using an Appropriate Style
FIRST FORMAL LETTER ASSIGNMENT:
With the knowledge you learned in chapter 4, and from the PowerPoint Presentation (see Course Documents for Week #4), redo the letter mentioned below. Make up names, inside address, etc. and construct a full block letter. (ALSO SEE WEEK #4 - BONUS CHAPTER “A”… Online.)
Scenario: construct a full block letter
1. Type in the letter below.
2. Now, using Word proofing tools, mark-up (edit) the letter for changes to be made.
3. Finally, retype the edited letter. The first page of this assignment will be your edits followed by the final, corrected letter—ie. just one file to upload.
(REMEMBER: Check your spelling and grammar. Due date is on the syllabus.)
Announcing a Merger
Relevant Concepts: You-viewpoint, effective word choice, active verbs, economical wording
The following letter announces to customers the merger of two cellular service companies.
Applying what Chapter 4 says about using the you-viewpoint and a clear, interesting style, mark up the message to indicate where and why it needs improvement. Then, retype the final letter. You are turning in ONLY one file with both the edited and final copies.
Dear Customer,
First, I would like to start by thanking you for being a customer of Speed mobile service. As you know, at Speed, we are committed to delivering exceptional value through our state-ofthe-art products, services, and experiences. An important step was recently taken to leverage our assets and bolster our business.
As you may have heard, Speed will combine with NationalPS to create a bigger, better, bolder wireless provider. The combined entity will be a new, publicly traded company called Speed that will be the premier challenger in the marketplace by providing the best value. The merger will become effective on 1 July 2014,
Here is how we're going to the next level with this game-changing transaction:
· We will be rolling out a national NTE network with even greater speed and capacity. This will provide access to a denser, higher-capacity network, including deep LTE coverage in key metropolitan areas.
· We will be able to expand our broad device portfolio to offer more products, services, and devices.
· We're going to continue to change the way wireless is done with our creative, compelling, and unique 4G plans, including the industry's first Any Device plan.
This is a terrific opportunity for two companies that share a common commitment to innovation and customer service to come together to improve wireless communication.
We couldn't be more excited about what the future holds for Speed.
Regards,
Sam Williams, President & CEO
Speed
11/8/2018 IEB Wireframe
http://textflow.mheducation.com/parser.php?secload=4.2&fake&print 1/13
SELECTING APPROPRIATE WORDS
Choosing the best words requires thinking about what you want to achieve and with whom. Do you and your
readers know each other, or are you writing to strangers? How well educated are your readers, a.
Tips to Simplify Contracting Process By SN PanigrahiSN Panigrahi, PMP
Tips to Simplify Contracting Process By SN Panigrahi,
Categorise the Contracts,
Standardize Formats Based on Categorization,
Standardize Clauses,
Standardize Specifications / Item Codifications,
Creation of Clause & Template Libraries,
Delegate Authority with Controls,
Committee Based Contract Finalization,
Team Collaboration
FinCEN’s Anti-Money Laundering Developments: A 2015 Update LIVE WebcastThomas LaPointe
In August 2014, the Financial Crimes Enforcement Network (FinCEN) of the U.S. Treasury published a proposed Anti-money Laundering (AML) rule that would require financial institutions, subject to Customer Identification Procedures (CIP), to identify beneficial owners of legal entity customers and subject them to customer due diligence. This includes banks, securities brokers and dealers, mutual funds, futures commission merchants, and others. This CLE course offers participants an overview of the latest trends and best practices with respect to FinCEN’s new rule on Anti-Money Laundering and other developments in BSA/AML enforcement. A panel of thought leaders and practitioners assembled by The Knowledge Group will help firms better understand how to advise clients about application of the new rules in their businesses.
The Knowledge Group has assembled a panel of key thought leaders to provide the audience with an in-depth over-view, analysis, and discussion of FinCEN’s new rule on Anti-Money Laundering and developments in BSA/AML enforcement.
Key issues include that will be covered in this course are:
Anti-money Laundering
Proposed Rules for Financial Transparency
FinCEN Advisories on AML Compliance
Trade-based Money Laundering
Identifying Customers
Identifying Beneficial Owners
Reporting Initiative on Cross-Border Cash Couriers
Recent Enforcement Actions
Compliance and Litigation Risks
To view the webcast go to this link: http://youtu.be/7MNt-5su2LU
To learn more about the webcast please visit our website: http://theknowledgegroup.org
Achieving Success with Your Cloud ERP ImplementationCasey Cramer
Moving Enterprise Applications to the cloud is a common theme in higher education these days and many organizations already have multiple applications in the cloud environment. But moving large parts of your ERP to the cloud presents new and unique challenges, risks and opportunities. Check out this presentation deck that was presented at a Higher Education User Group (HEUG) regional conference to learn how we have helped higher education leaders through the process of moving to the cloud.
Corporate Bankruptcy: Significant Issues for 2014 and Beyond LIVE WebcastThomas LaPointe
In a volatile and unpredictable economic environment, companies and industry watchers must be in the know with respect to the latest trends and issues in corporate bankruptcy. The Knowledge Group is assembling a panel of practitioners and thought leaders to offer insights and key takeaways. In a two-hour live webcast, speakers will address:
- Bankruptcy System: An Overview
- Recent Bankruptcy Cases and Lessons Learned
- Bankruptcy and Restructuring Litigation
- The Timeline For Bankruptcy Filings and Steps Involved
- Alternatives to Bankruptcy
- Secured claims and claim priorities
- Bankruptcy and Unexpired Leases, Executory, and Other Contracts
- Preference and Fraudulent Transfer Avoiding Powers and How Prosecute and Defend Them
- The Chapter 11 Plan: Drafting, Solicitation and Confirmation
- Procedural Requirements For Debtors, Creditors and Their Attorneys In Bankruptcy
- Bankruptcy Professionals and The Requirements For Their Employment and Compensation
- The Company After Bankruptcy
- Up-to-the-Minute Regulatory Updates
- Private equity and insolvent portfolio companies
- Healthcare in bankruptcy
This course is a must attend for attorneys who want to learn or re-learn how to counsel their clients on corporate bankruptcy issues in the most effective manner.
To view the webcast go to this link : http://youtu.be/9pLjh3OxABE
To learn more about the webcast please visit our website: http://theknowledgegroup.org/
The Effects of Globalization on Technical Communication and Training Scott Abel
By Christie Fidura, SDL -- Presented at DocTrain East 2007. Globalization’ is the new buzz word, but what does this mean for a technical writer in the production of user documentation? In possession of specific skills, natural curiosity, and design abilities, technical writers are in a unique position to ensure their organization delivers information to a global audience that is accurate, consistent, and appropriate for local audiences. The efficient delivery of documentation is not the issue; instead, it is the efficient delivery of correct information across all content creators within the organization that is at stake. Technical writers are part of a larger organization due to hierarchical reporting structure. This silo approach does not encourage interactivity with other departments, leaving technical writers to wonder who is reviewing information that Marketing, Customer Support or Sales content. How can a technical writer affect change across the organization?
Securing Trade Secrets and Intellectual Property Against CyberattackThomas LaPointe
The rise in cyber threats is putting companies at risk of losing trade secrets and other intellectual property assets that are integral to competitive edge, revenues and reputation. Many companies, however, are unsure about how to shore up their IP and trade secret protection programs to thwart potential risks and losses.
In this two-hour LIVE Webcast, a panel of distinguished professionals and thought leaders organized by The Knowledge Group will help the audience understand the important aspects of Securing Trade Secrets and Intellectual Property Against Cyberattack. They will provide an in-depth discussion of the critical issues and best practices with respect to this noteworthy topic. Speakers will also share helpful tips in developing and implementing data security programs while ensuring compliance with applicable laws.
Some of the major topics that will be covered in this course are:
IP and Trade Secrets Protection
Key Challenges and Vulnerabilities
Data Security Policies
Risk Identification and Mitigation
Best Regulatory Remedies
To view the webcast go to this link: https://youtu.be/neZTheov8LU
To learn more about the webcast please visit our website: http://theknowledgegroup.org
This document discusses the services, products, and opportunities provided by IFFG Home Loans. Key points include:
1) IFFG offers a wide range of loan products including conforming, FHA, VA, USDA, jumbo, and non-QM loans. They work with over 20 correspondents.
2) IFFG provides resources and support for loan originators including a dedicated transition team, training programs, CRM tools, and daily reporting.
3) The company has opportunities for loan originators to advance their careers into management roles such as branch manager, regional manager, or division manager roles.
This document summarizes the language access solutions provided by LanguageLine. It discusses how they help companies and organizations bridge language barriers to build business by providing translation, interpretation, and language testing services in over 200 languages. Key services highlighted include over-the-phone interpreting, video remote interpreting, on-site interpreting, translation of documents and localization of websites. It also describes LanguageLine Academy, which provides language proficiency testing and training for organizations' frontline staff.
FINRA Supervision Rules: What You Need to Know in 2015 LIVE WebcastThomas LaPointe
In this two-hour LIVE webcast, a panel of distinguished professionals and thought leaders will help broker/dealers and financial advisors implement the new FINRA rules. They will discuss important new provisions of the new FINRA consolidated supervision rules and discuss best practices.
Key topics include:
• Supervision (New FINRA Rule 3110)
• Supervisory Control System (New FINRA Rule 3120 )
• Holding Customer Mail (New FINRA Rule 3150 )
• Tape Recording of Registered Persons by Certain Firms (New FINRA Rule 3170 )
And a lot more!
To view the webcast go to this link: http://youtu.be/IPmdXnS0WIE
To learn more about the webcast please visit our website: http://theknowledgegroup.org
Has this happened to you? You try to implement a change in your organization and it fails. And, to make matters worse, you can't figure out why. It may be that your great idea didn't mesh well with your organization’s culture or a host of other reasons. Jennifer Bonine shares a toolkit to help you determine which ideas will—and will not—work well within your organization. This toolkit includes five rules for change management, a checklist to help you analyze the type of change process needed in your organization, a set of questions you can ask to better understand your executives’ goals, techniques for overcoming resistance to change, and the formal roles necessary to enable successful change. These tools—together with an awareness of your organization’s core culture—allow you to identify the changes you can successfully implement. Cultural awareness helps you align your initiatives with the objectives of the organization, make your team successful, and demonstrate the value of the change, which is increasingly more important in these challenging economic times.
This document discusses considerations for firms and companies examining foreign documents for legal discovery. It addresses determining document relevance and privilege, managing temporary employees like translators and bilingual attorneys, and utilizing both groups effectively. Key points include clearly defining search terms and privilege rules; combining legal and language skills; allowing remote work and internet access; and designating project leaders to aid communication between attorneys and employees.
Professional Risk Solutions provides insurance programs focused on the long-term care industry. They have been operating since 2004 and write policies for over 2,500 nursing homes, assisted living facilities, and retirement communities. Their programs offer broad coverage including directors and officers liability, employment practices liability, fiduciary liability, and cyber liability. They work exclusively with agents to provide competitive terms and higher commissions compared to other insurers.
Partnering and Partnerships (Business India Aug 2014)avishd
Partnering and partnerships are becoming an increasingly favored growth strategy for businesses. It allows companies to focus on their core competencies while leveraging a partner's strengths. Three key requirements for a successful partnership are:
1. Trust between partnering organizations, which requires honest and open communication from leadership.
2. Clearly defined roles, responsibilities, promises, and processes for measuring satisfaction, addressing concerns, and dissolving the partnership if needed.
3. Careful consideration of cultural differences that could impact the partnership if not properly understood and navigated.
Karthik Koutharapu presents on 3 key government contracting technology trends for 2021:
1. Increased adoption of cloud computing as companies embrace cloud-first strategies for cost optimization and resilience.
2. Growing role of artificial intelligence across sectors as governments develop AI strategies to increase productivity and efficiency.
3. Rise of robotic process automation through chatbots and digital twins to augment human work. A bonus trend is the normalization of remote work bringing changes to future workplaces.
VT Virtual Session - What's the Role of Language in CX?VisibleThread
This document summarizes a virtual session on using language to improve customer experience. It provides details on the session such as the date, time, speakers, and topics to be covered. The session will discuss the role of language in customer experience and provide examples. It then lists six tips for using language to improve customer experience, such as writing in plain language and using acronym. At the end, it offers free coaching sessions for participants to work on a customer experience challenge.
Knowledge Congress Revenue Recognition Webcast - Sep. 5, 2012Brian Marshall
Revenue recognition remains to be a topic of perennial interest in 2012 as it affects almost all companies. In an effort to resolve incongruent accounting standards and practices on revenue recognition, FASB and IASB have proposed new revenue recognition standards through an Exposure Draft in 2011. These new standards, if enacted, would result in the most broad reaching and fundamental changes to the recognition of revenue in businesses moving forward.
The Knowledge Group is producing a two-hour LIVE webcast to help companies gain a complete understanding of the nuts and bolts of the proposed standards and its potential impact on their businesses. Changes to Revenue Recognition in 2012 is a must attend event for accountants, finance executives and managers, corporate attorneys and other related professionals.
This document discusses developing successful multilingual content. It covers the impact of language diversity, crafting content best practices, protecting content integrity and intent, and key technologies and efficiencies. The presentation aims to help audiences understand multilingual content strategies and processes. It provides tips on writing for translation, reviews localization workflows, and explains how translation memory and style guides can improve quality while reducing costs.
Content = Communication: What is Plain Language and Why Should You Care?Deborah S. Bosley
I gave this presentation to the Content Strategy Applied Conference at eBay/PayPal in San Jose, CA. October 16, 2013. Large audience of content strategists learning about how plain language strategies can make content easy to understand.
Hence, an annual listing of “The 10 Most Recommended Language Service Providers, 2018” acknowledges some of the leading language solution providers which are translating visions of associated organizations into words.
Hello Pal: Make Friends And Learn Languages InstantlyBraden Maccke
The Hello Pal App is a social language learning app. It's as effective as Rosetta Stone, and as addictive as WhattsApp. The company is publicly traded on the OTC and CSE.
This document outlines the importance of gaining international experience early in one's career. It discusses three types of international exposure: transaction exposure from currency fluctuations between contract and settlement; operating exposure from how exchange rate changes affect operating cash flows and profitability; and translation exposure from consolidating subsidiary financials. The document also lists five benefits of international exposure: it elevates one's credentials, provides networking opportunities, improves cultural awareness and communication skills, enhances professional and personal development, and increases confidence and independence.
Chapter 4 Using an Appropriate StyleFIRST FORMAL LETTER ASSIG.docxrobertad6
Chapter 4: Using an Appropriate Style
FIRST FORMAL LETTER ASSIGNMENT:
With the knowledge you learned in chapter 4, and from the PowerPoint Presentation (see Course Documents for Week #4), redo the letter mentioned below. Make up names, inside address, etc. and construct a full block letter. (ALSO SEE WEEK #4 - BONUS CHAPTER “A”… Online.)
Scenario: construct a full block letter
1. Type in the letter below.
2. Now, using Word proofing tools, mark-up (edit) the letter for changes to be made.
3. Finally, retype the edited letter. The first page of this assignment will be your edits followed by the final, corrected letter—ie. just one file to upload.
(REMEMBER: Check your spelling and grammar. Due date is on the syllabus.)
Announcing a Merger
Relevant Concepts: You-viewpoint, effective word choice, active verbs, economical wording
The following letter announces to customers the merger of two cellular service companies.
Applying what Chapter 4 says about using the you-viewpoint and a clear, interesting style, mark up the message to indicate where and why it needs improvement. Then, retype the final letter. You are turning in ONLY one file with both the edited and final copies.
Dear Customer,
First, I would like to start by thanking you for being a customer of Speed mobile service. As you know, at Speed, we are committed to delivering exceptional value through our state-ofthe-art products, services, and experiences. An important step was recently taken to leverage our assets and bolster our business.
As you may have heard, Speed will combine with NationalPS to create a bigger, better, bolder wireless provider. The combined entity will be a new, publicly traded company called Speed that will be the premier challenger in the marketplace by providing the best value. The merger will become effective on 1 July 2014,
Here is how we're going to the next level with this game-changing transaction:
· We will be rolling out a national NTE network with even greater speed and capacity. This will provide access to a denser, higher-capacity network, including deep LTE coverage in key metropolitan areas.
· We will be able to expand our broad device portfolio to offer more products, services, and devices.
· We're going to continue to change the way wireless is done with our creative, compelling, and unique 4G plans, including the industry's first Any Device plan.
This is a terrific opportunity for two companies that share a common commitment to innovation and customer service to come together to improve wireless communication.
We couldn't be more excited about what the future holds for Speed.
Regards,
Sam Williams, President & CEO
Speed
11/8/2018 IEB Wireframe
http://textflow.mheducation.com/parser.php?secload=4.2&fake&print 1/13
SELECTING APPROPRIATE WORDS
Choosing the best words requires thinking about what you want to achieve and with whom. Do you and your
readers know each other, or are you writing to strangers? How well educated are your readers, a.
Tips to Simplify Contracting Process By SN PanigrahiSN Panigrahi, PMP
Tips to Simplify Contracting Process By SN Panigrahi,
Categorise the Contracts,
Standardize Formats Based on Categorization,
Standardize Clauses,
Standardize Specifications / Item Codifications,
Creation of Clause & Template Libraries,
Delegate Authority with Controls,
Committee Based Contract Finalization,
Team Collaboration
FinCEN’s Anti-Money Laundering Developments: A 2015 Update LIVE WebcastThomas LaPointe
In August 2014, the Financial Crimes Enforcement Network (FinCEN) of the U.S. Treasury published a proposed Anti-money Laundering (AML) rule that would require financial institutions, subject to Customer Identification Procedures (CIP), to identify beneficial owners of legal entity customers and subject them to customer due diligence. This includes banks, securities brokers and dealers, mutual funds, futures commission merchants, and others. This CLE course offers participants an overview of the latest trends and best practices with respect to FinCEN’s new rule on Anti-Money Laundering and other developments in BSA/AML enforcement. A panel of thought leaders and practitioners assembled by The Knowledge Group will help firms better understand how to advise clients about application of the new rules in their businesses.
The Knowledge Group has assembled a panel of key thought leaders to provide the audience with an in-depth over-view, analysis, and discussion of FinCEN’s new rule on Anti-Money Laundering and developments in BSA/AML enforcement.
Key issues include that will be covered in this course are:
Anti-money Laundering
Proposed Rules for Financial Transparency
FinCEN Advisories on AML Compliance
Trade-based Money Laundering
Identifying Customers
Identifying Beneficial Owners
Reporting Initiative on Cross-Border Cash Couriers
Recent Enforcement Actions
Compliance and Litigation Risks
To view the webcast go to this link: http://youtu.be/7MNt-5su2LU
To learn more about the webcast please visit our website: http://theknowledgegroup.org
Achieving Success with Your Cloud ERP ImplementationCasey Cramer
Moving Enterprise Applications to the cloud is a common theme in higher education these days and many organizations already have multiple applications in the cloud environment. But moving large parts of your ERP to the cloud presents new and unique challenges, risks and opportunities. Check out this presentation deck that was presented at a Higher Education User Group (HEUG) regional conference to learn how we have helped higher education leaders through the process of moving to the cloud.
Corporate Bankruptcy: Significant Issues for 2014 and Beyond LIVE WebcastThomas LaPointe
In a volatile and unpredictable economic environment, companies and industry watchers must be in the know with respect to the latest trends and issues in corporate bankruptcy. The Knowledge Group is assembling a panel of practitioners and thought leaders to offer insights and key takeaways. In a two-hour live webcast, speakers will address:
- Bankruptcy System: An Overview
- Recent Bankruptcy Cases and Lessons Learned
- Bankruptcy and Restructuring Litigation
- The Timeline For Bankruptcy Filings and Steps Involved
- Alternatives to Bankruptcy
- Secured claims and claim priorities
- Bankruptcy and Unexpired Leases, Executory, and Other Contracts
- Preference and Fraudulent Transfer Avoiding Powers and How Prosecute and Defend Them
- The Chapter 11 Plan: Drafting, Solicitation and Confirmation
- Procedural Requirements For Debtors, Creditors and Their Attorneys In Bankruptcy
- Bankruptcy Professionals and The Requirements For Their Employment and Compensation
- The Company After Bankruptcy
- Up-to-the-Minute Regulatory Updates
- Private equity and insolvent portfolio companies
- Healthcare in bankruptcy
This course is a must attend for attorneys who want to learn or re-learn how to counsel their clients on corporate bankruptcy issues in the most effective manner.
To view the webcast go to this link : http://youtu.be/9pLjh3OxABE
To learn more about the webcast please visit our website: http://theknowledgegroup.org/
The Effects of Globalization on Technical Communication and Training Scott Abel
By Christie Fidura, SDL -- Presented at DocTrain East 2007. Globalization’ is the new buzz word, but what does this mean for a technical writer in the production of user documentation? In possession of specific skills, natural curiosity, and design abilities, technical writers are in a unique position to ensure their organization delivers information to a global audience that is accurate, consistent, and appropriate for local audiences. The efficient delivery of documentation is not the issue; instead, it is the efficient delivery of correct information across all content creators within the organization that is at stake. Technical writers are part of a larger organization due to hierarchical reporting structure. This silo approach does not encourage interactivity with other departments, leaving technical writers to wonder who is reviewing information that Marketing, Customer Support or Sales content. How can a technical writer affect change across the organization?
Securing Trade Secrets and Intellectual Property Against CyberattackThomas LaPointe
The rise in cyber threats is putting companies at risk of losing trade secrets and other intellectual property assets that are integral to competitive edge, revenues and reputation. Many companies, however, are unsure about how to shore up their IP and trade secret protection programs to thwart potential risks and losses.
In this two-hour LIVE Webcast, a panel of distinguished professionals and thought leaders organized by The Knowledge Group will help the audience understand the important aspects of Securing Trade Secrets and Intellectual Property Against Cyberattack. They will provide an in-depth discussion of the critical issues and best practices with respect to this noteworthy topic. Speakers will also share helpful tips in developing and implementing data security programs while ensuring compliance with applicable laws.
Some of the major topics that will be covered in this course are:
IP and Trade Secrets Protection
Key Challenges and Vulnerabilities
Data Security Policies
Risk Identification and Mitigation
Best Regulatory Remedies
To view the webcast go to this link: https://youtu.be/neZTheov8LU
To learn more about the webcast please visit our website: http://theknowledgegroup.org
This document discusses the services, products, and opportunities provided by IFFG Home Loans. Key points include:
1) IFFG offers a wide range of loan products including conforming, FHA, VA, USDA, jumbo, and non-QM loans. They work with over 20 correspondents.
2) IFFG provides resources and support for loan originators including a dedicated transition team, training programs, CRM tools, and daily reporting.
3) The company has opportunities for loan originators to advance their careers into management roles such as branch manager, regional manager, or division manager roles.
This document summarizes the language access solutions provided by LanguageLine. It discusses how they help companies and organizations bridge language barriers to build business by providing translation, interpretation, and language testing services in over 200 languages. Key services highlighted include over-the-phone interpreting, video remote interpreting, on-site interpreting, translation of documents and localization of websites. It also describes LanguageLine Academy, which provides language proficiency testing and training for organizations' frontline staff.
FINRA Supervision Rules: What You Need to Know in 2015 LIVE WebcastThomas LaPointe
In this two-hour LIVE webcast, a panel of distinguished professionals and thought leaders will help broker/dealers and financial advisors implement the new FINRA rules. They will discuss important new provisions of the new FINRA consolidated supervision rules and discuss best practices.
Key topics include:
• Supervision (New FINRA Rule 3110)
• Supervisory Control System (New FINRA Rule 3120 )
• Holding Customer Mail (New FINRA Rule 3150 )
• Tape Recording of Registered Persons by Certain Firms (New FINRA Rule 3170 )
And a lot more!
To view the webcast go to this link: http://youtu.be/IPmdXnS0WIE
To learn more about the webcast please visit our website: http://theknowledgegroup.org
Has this happened to you? You try to implement a change in your organization and it fails. And, to make matters worse, you can't figure out why. It may be that your great idea didn't mesh well with your organization’s culture or a host of other reasons. Jennifer Bonine shares a toolkit to help you determine which ideas will—and will not—work well within your organization. This toolkit includes five rules for change management, a checklist to help you analyze the type of change process needed in your organization, a set of questions you can ask to better understand your executives’ goals, techniques for overcoming resistance to change, and the formal roles necessary to enable successful change. These tools—together with an awareness of your organization’s core culture—allow you to identify the changes you can successfully implement. Cultural awareness helps you align your initiatives with the objectives of the organization, make your team successful, and demonstrate the value of the change, which is increasingly more important in these challenging economic times.
This document discusses considerations for firms and companies examining foreign documents for legal discovery. It addresses determining document relevance and privilege, managing temporary employees like translators and bilingual attorneys, and utilizing both groups effectively. Key points include clearly defining search terms and privilege rules; combining legal and language skills; allowing remote work and internet access; and designating project leaders to aid communication between attorneys and employees.
Professional Risk Solutions provides insurance programs focused on the long-term care industry. They have been operating since 2004 and write policies for over 2,500 nursing homes, assisted living facilities, and retirement communities. Their programs offer broad coverage including directors and officers liability, employment practices liability, fiduciary liability, and cyber liability. They work exclusively with agents to provide competitive terms and higher commissions compared to other insurers.
Partnering and Partnerships (Business India Aug 2014)avishd
Partnering and partnerships are becoming an increasingly favored growth strategy for businesses. It allows companies to focus on their core competencies while leveraging a partner's strengths. Three key requirements for a successful partnership are:
1. Trust between partnering organizations, which requires honest and open communication from leadership.
2. Clearly defined roles, responsibilities, promises, and processes for measuring satisfaction, addressing concerns, and dissolving the partnership if needed.
3. Careful consideration of cultural differences that could impact the partnership if not properly understood and navigated.
Karthik Koutharapu presents on 3 key government contracting technology trends for 2021:
1. Increased adoption of cloud computing as companies embrace cloud-first strategies for cost optimization and resilience.
2. Growing role of artificial intelligence across sectors as governments develop AI strategies to increase productivity and efficiency.
3. Rise of robotic process automation through chatbots and digital twins to augment human work. A bonus trend is the normalization of remote work bringing changes to future workplaces.
VT Virtual Session - What's the Role of Language in CX?VisibleThread
This document summarizes a virtual session on using language to improve customer experience. It provides details on the session such as the date, time, speakers, and topics to be covered. The session will discuss the role of language in customer experience and provide examples. It then lists six tips for using language to improve customer experience, such as writing in plain language and using acronym. At the end, it offers free coaching sessions for participants to work on a customer experience challenge.
The document summarizes a virtual session about improving internal communications and business emails. The session will cover how to write effective emails that achieve their goals by following tips like being friendly, putting the main point first, answering questions, using a clear structure, and writing in plain language. It will also demonstrate how VisibleThread's readability tools can help writers score emails for grade level, identify issues, and ensure plain and simple language. Attendees are invited to ask questions and can receive a recording of the session after it is completed.
VT University Live Session - Express ScriptsVisibleThread
This document summarizes a virtual session hosted by VisibleThread on using their document management software. The session was presented by Madison Diemer of Express Scripts and Evelyn Wolf of VisibleThread. They discussed how Express Scripts uses VisibleThread to create templates for responses to requests for proposals (RFPs), allowing them to standardize content and respond more quickly. Templates help ensure responses are consistent, address common issues, and can be created in just one to two days compared to previously taking a week. VisibleThread allows themes to be used for search optimization and organizing subject matter experts.
This document summarizes a virtual webinar hosted by VisibleThread on using their VT Docs software. The webinar covered three key features: [1] using the acronym report to extract acronym lists from documents and check for inconsistencies, [2] comparing two documents side-by-side to identify changes, and [3] comparing Excel files sheet-by-sheet. The webinar provided demonstrations of how each feature works in VT Docs and discussed their advantages over alternative tools like Word and Excel.
This document provides an overview of a webinar on using macros to customize outputs from VisibleThread Docs. The webinar covers how to record macros in Excel to automate tasks, add custom macros to the VT macro template, and test macros. It also discusses writing macros using VBA code for more advanced customization. The webinar includes examples of macros that could format columns, combine content from different volumes, and conditionally highlight text.
This webinar discusses how to be compliant and engaging in member communications for healthcare organizations. The agenda includes introductions, key findings from a 2019 health insurance report, and a presentation from guest speaker Professor Christopher Trudeau on connecting with members while complying with regulations through clear communication. The document provides background on the speaker and outlines tips for integrating health literacy into communications to improve customer experience and reduce organizational risk.
Siegelvision & VisibleThread: Go Forth and Simplify, but How? VisibleThread
Irene Etzkorn, Chief Clarity Officer at Siegelvision, and co-author of Simple: Conquering the Crisis of Complexity, in an insightful webinar on how to achieve Breakthrough Simplicity.
How Boeing improves proposal quality through automation and metrics VisibleThread
Boeing’s proposal professionals constantly juggle project activities to submit winning proposals. Their proposals represent a key interaction with customers, and proposal quality affects how evaluators perceive their offerings.
Join Dawn Francis (Business Capture, Boeing Global Services) and Evelyn Wolf (VP of Marketing, VisibleThread) on this webinar to learn how Boeing:
uses VisibleThread for automation
improves proposal quality and readability
utilizes metrics to aid authors and subject matter experts
Session 6: ProposalHelper - Compliance Matrix: Boon or Curse?VisibleThread
The document discusses compliance matrices and how they can be both beneficial and problematic if misused. It provides examples of how ProposalHelper has benefited from compliance matrices generated through VisibleThread Docs, such as reducing the time to create compliance matrices from 2-3 hours to 20-30 minutes. However, it also warns that overreliance on compliance matrices can lead evaluators to miss the full context of a proposal and potentially undermine responsiveness. Effective use of compliance matrices requires experience and using them as only one tool alongside human review.
Session 5: Shipley Associates - 7 Pillars of Effective ProposalsVisibleThread
This document discusses the 7 pillars of effective proposals: compliance, responsiveness, competitive focus, sales discriminators, win strategy, quality of writing, and visualization. It provides tips for implementing each pillar when planning, organizing, writing, examining and revising a proposal. Key aspects include knowing the customer's evaluation method and hot buttons, organizing around their needs, using benefits-focused and customer-centered language, and ensuring the proposal clearly addresses strengths, weaknesses and value proposition. The goal is to present a proposal that is compliant, responsive to requirements and needs, competitively differentiated, and conveys what's in it for the customer.
The document describes VisibleThread's Insights Platform, which provides readability and auditing solutions to measure tone of voice across an organization's content. It allows enterprises and governments to audit thousands of documents and webpages, test content readability at the source, and measure tone of voice in real-time. The platform helps address challenges of managing large volumes of content from various contributors without consistent review processes or a way to measure poor content quality or engagement at scale.
VT Docs 3.1 will be available in March for cloud customers and April for on-premise customers as a free upgrade. New features include:
1. Separating admin privileges to allow editing of dictionaries and settings separately.
2. Adding support for Red Hat deployments for on-premise customers.
3. Enhancing readability by highlighting and customizing thresholds for long and very long sentences and adding non-English language support.
4. Allowing customization of Excel exports through macro-enabled workbooks for further manipulation of output data.
Session 3: Enspyire Consulting: Proposal Management and ComplianceVisibleThread
The document discusses proposal management and compliance tools from Enspyire Consulting, including their BidworThe platform. The platform aims to increase proposal management efficiency, compliance, and the probability of winning bids. It features tools like VisibleThread Docs that allow building compliance matrices in 3 clicks to scan proposals against preset dictionaries and identify gaps between the proposal and RFP requirements. The discovery tool scans RFPs to capture nouns by category and identify risky language to determine bid/no-bid decisions.
The document summarizes VisibleThread's 2019 user conference. It discusses VisibleThread's progress in 2018, including 56% revenue growth and becoming profitable. It outlines their positioning of providing solutions for plain language in the enterprise to increase trust, engagement, and compliance. The document also previews VisibleThread's product roadmap, including expanding their insights platform to measure tone of voice across organizations in real-time and enhancements to their readability tools. Finally, it encourages conference attendees to provide reviews on third-party sites to help with marketing and positioning.
Plain Language: Embracing a new enterprise strategy for communication wins VisibleThread
Learn about creating a Plain Language Strategy from government and commercial thought leaders featuring;
- Jeff Meldrum from the Canadian Human Rights Commission,
- Manu Singh from the Treasury Board Secretariat Canada and
- Kevin Press, economics blogger and formerly of Sun Life Financial.
VisibleThread Webinar Extracting FAR contract clauses in 3 minutes - Nov 2018VisibleThread
If you’re a contracts or proposal manager for US federal programs, FARs and DFARs will be of vital importance to you.
Not only do FAR and DFAR clauses need to be monitored for compliance, but you also need to manage any flow down impact on your sub-contractors. Or the risk could put your company out of business.
This is a time consuming and critical process for you. But there is an easier way, and we’ll show you how in this webinar.
VisibleThread Docs 3.0 features a redesigned user interface, new Excel comparison capabilities, the ability to create document sub-folders, and performance improvements. The update provides a complete overhaul of the user interface with a new sidebar and redesigned areas. It also introduces the ability to compare changes between Excel files and create document sub-folders for better organization. Additional enhancements include bulk import/export of readability whitelists and auto-numbering of duplicate documents during upload.
Walmart Business+ and Spark Good for Nonprofits.pdfTechSoup
"Learn about all the ways Walmart supports nonprofit organizations.
You will hear from Liz Willett, the Head of Nonprofits, and hear about what Walmart is doing to help nonprofits, including Walmart Business and Spark Good. Walmart Business+ is a new offer for nonprofits that offers discounts and also streamlines nonprofits order and expense tracking, saving time and money.
The webinar may also give some examples on how nonprofits can best leverage Walmart Business+.
The event will cover the following::
Walmart Business + (https://business.walmart.com/plus) is a new shopping experience for nonprofits, schools, and local business customers that connects an exclusive online shopping experience to stores. Benefits include free delivery and shipping, a 'Spend Analytics” feature, special discounts, deals and tax-exempt shopping.
Special TechSoup offer for a free 180 days membership, and up to $150 in discounts on eligible orders.
Spark Good (walmart.com/sparkgood) is a charitable platform that enables nonprofits to receive donations directly from customers and associates.
Answers about how you can do more with Walmart!"
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
हिंदी वर्णमाला पीपीटी, hindi alphabet PPT presentation, hindi varnamala PPT, Hindi Varnamala pdf, हिंदी स्वर, हिंदी व्यंजन, sikhiye hindi varnmala, dr. mulla adam ali, hindi language and literature, hindi alphabet with drawing, hindi alphabet pdf, hindi varnamala for childrens, hindi language, hindi varnamala practice for kids, https://www.drmullaadamali.com
How to Fix the Import Error in the Odoo 17Celine George
An import error occurs when a program fails to import a module or library, disrupting its execution. In languages like Python, this issue arises when the specified module cannot be found or accessed, hindering the program's functionality. Resolving import errors is crucial for maintaining smooth software operation and uninterrupted development processes.
LAND USE LAND COVER AND NDVI OF MIRZAPUR DISTRICT, UPRAHUL
This Dissertation explores the particular circumstances of Mirzapur, a region located in the
core of India. Mirzapur, with its varied terrains and abundant biodiversity, offers an optimal
environment for investigating the changes in vegetation cover dynamics. Our study utilizes
advanced technologies such as GIS (Geographic Information Systems) and Remote sensing to
analyze the transformations that have taken place over the course of a decade.
The complex relationship between human activities and the environment has been the focus
of extensive research and worry. As the global community grapples with swift urbanization,
population expansion, and economic progress, the effects on natural ecosystems are becoming
more evident. A crucial element of this impact is the alteration of vegetation cover, which plays a
significant role in maintaining the ecological equilibrium of our planet.Land serves as the foundation for all human activities and provides the necessary materials for
these activities. As the most crucial natural resource, its utilization by humans results in different
'Land uses,' which are determined by both human activities and the physical characteristics of the
land.
The utilization of land is impacted by human needs and environmental factors. In countries
like India, rapid population growth and the emphasis on extensive resource exploitation can lead
to significant land degradation, adversely affecting the region's land cover.
Therefore, human intervention has significantly influenced land use patterns over many
centuries, evolving its structure over time and space. In the present era, these changes have
accelerated due to factors such as agriculture and urbanization. Information regarding land use and
cover is essential for various planning and management tasks related to the Earth's surface,
providing crucial environmental data for scientific, resource management, policy purposes, and
diverse human activities.
Accurate understanding of land use and cover is imperative for the development planning
of any area. Consequently, a wide range of professionals, including earth system scientists, land
and water managers, and urban planners, are interested in obtaining data on land use and cover
changes, conversion trends, and other related patterns. The spatial dimensions of land use and
cover support policymakers and scientists in making well-informed decisions, as alterations in
these patterns indicate shifts in economic and social conditions. Monitoring such changes with the
help of Advanced technologies like Remote Sensing and Geographic Information Systems is
crucial for coordinated efforts across different administrative levels. Advanced technologies like
Remote Sensing and Geographic Information Systems
9
Changes in vegetation cover refer to variations in the distribution, composition, and overall
structure of plant communities across different temporal and spatial scales. These changes can
occur natural.
This presentation was provided by Steph Pollock of The American Psychological Association’s Journals Program, and Damita Snow, of The American Society of Civil Engineers (ASCE), for the initial session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session One: 'Setting Expectations: a DEIA Primer,' was held June 6, 2024.
Main Java[All of the Base Concepts}.docxadhitya5119
This is part 1 of my Java Learning Journey. This Contains Custom methods, classes, constructors, packages, multithreading , try- catch block, finally block and more.
A review of the growth of the Israel Genealogy Research Association Database Collection for the last 12 months. Our collection is now passed the 3 million mark and still growing. See which archives have contributed the most. See the different types of records we have, and which years have had records added. You can also see what we have for the future.
1. Plain Language Matters.
Words Matter
Making the business case for Financial Services,
featuring TD Bank and plain language expert
Deborah Bosley.
2. Welcome to our webinar!
● Our call will last approx. 1 hour.
● Please ask your questions in the ‘Question’
facility.
● We have a Q&A session at the end.
● There is a short survey at the end.
● Recording and slides will be shared a few
days after this webinar.
Your VisibleThread
Host Today:
Evelyn Wolf
CMO
3. Meet Our Speakers
Taylor-Jane Thompson – TD Canada Trust
Taylor is a Senior Analyst at TD Canada Trust. She has held various roles
within the organization over the past 6 years, both in the retail branch and in
head office. Taylor has recently led a Clear Language initiative, and is looking
forward to expanding the suite of Clear Language documents within TD.
Deborah S. Bosley, Ph.D. – The Plain Language Group
Deborah is the Founder and Principal at The Plain Language Group, LLC. For the past
20 years, she has helped Fortune 100/500 banks and investment firms create written
content that is easy for people to understand and use. Her clients have included Bank
of America, JPMorgan Chase, KPMG, PwC, TIAA, USBank, Wells Fargo, and TDBank in
Canada.
4. Plain Language Matters:
Making the Business Case
for Financial Services
Deborah S. Bosley, Ph.D.
deborah@theplainlanguagegroup.com |
704.641.1334
Over to our first speaker for today…
5. Topics
● What are the problems?
● What is plain language?
● What is the business case?
6. Common, Needless Complexity
● Dense text
● Financial | legal jargon
● Weak formatting
● Action not clear
● Too much information
● Wrong assumptions
7. Wasted Money, Wasted Hours
● $37 billion in wasted time annually =
● $62.4 million lost per company =
● $26,041 annually per worker
● $75,000 wasted editing hours annually
10. One Bank’s Intro to Privacy Policy
Introduction and scope of policy
This Wells Fargo Digital Privacy and Cookies Policy (“Policy”) applies to your interaction
with Wells Fargo & Company or any of its subsidiaries (collectively, “Wells Fargo,” “we,”
“us,” “our”), at any online or mobile site or application that we own and control (“Site”),
unless a different online and/or mobile policy is posted at a particular site, or is made
available to you and by its terms supplants this Policy. Other privacy policies may also
apply in addition to the terms of this Policy. As examples, certain additional Wells Fargo
privacy-related policies and notices are posted on the Privacy Policy Index. These include
the Wells Fargo U.S. Consumer Privacy Notice, which also applies to U.S. customers and
consumers as described in that notice and various international privacy policies, which
apply to information collected by us outside of the U.S. as described in those policies. You
may also receive an additional privacy notice in connection with your use of a particular
product or relationship with a specific business...
13. Plain Language Strategies
● PLAN
1. Understand purpose(s) of content
2. Know your audience(s)
3. Understand the context
4. Write for intended readers
● STRUCTURE
1. Organize for users’ needs
2. Use headings and lists
3. Increase white space
4. Design well
14. Plain Language Strategies
● WRITE
1. Be conversational | human
2. Write short sentences | paragraphs
3. Use you-attitude
4. Use verbs
5. Use the active voice
6. Use positive language
7. Avoid jargon
8. Be concise
16. Build Trust
Why It Pays to Write
Shareholder Reports Well
Why Simple Language Is
Always A More
Effective
Communications
Strategy
The Lingo That’ll Save
Your Next Cocktail Party,
From ‘Rovables’ to
‘Manthreading’
17. Before
This Agreement, including the terms of service for wireless products, features,
applications and services (“Service(s)”) not otherwise described herein that are
posted at www.companyb.com, or devices, and any documents expressly referred
to herein or therein, make up the complete agreement between you and Company
B and supersede any and all prior agreements and understandings relating to the
subject matter of this Agreement. You acknowledge that you are of legal age, have
received a copy of this Agreement, and have read and clearly understand its terms.
BY USING OUR SERVICES YOU ACCEPT ALL TERMS OF THIS AGREEMENT.
PLEASE READ THIS AGREEMENT CAREFULLY TO ENSURE THAT YOU
UNDERSTAND EACH PROVISION, INCLUDING OUR USE OF YOUR
LOCATION INFORMATION (SEE SECTION 3.6). THIS AGREEMENT REQUIRES
THE USE OF ARBITRATION ON AN INDIVIDUAL BASIS TO RESOLVE
DISPUTES, RATHER THAN JURY TRIALS OR CLASS ACTIONS. 141 words;
16th grade
18. After
This Agreement
• Explains Company B’s terms for our wireless products, features,
applications, and services (see www.companyb.com for all details,
terms, and conditions).
• Begins once we activate any of your services.
• Replaces any prior agreements between you and us.
Please read this Agreement carefully. Sign it only if
• You are over 18 years old.
• You clearly understand and accept all terms of the Agreement
including required arbitration.
70 words; 8th grade
21. Taylor-Jane Thompson, Senior Analyst,
TD Canada Trust
Taylor.Thompson@td.com
The Plain Language Project
Thank you, Deborah! Over to you, Taylor...
22. Plain Language Project Keys to Success
Collaboration
• Between key stakeholders
• With other projects/initiatives
Organization
• Document version control
• Decision Logging
23. Evelyn Wolf, CMO, VisibleThread
evelyn.wolf@visiblethread.com
How technology can support
your plain language journey
Thank you, Taylor! Let’s talk tech with Evelyn
24. Trust in the
financial
services
industry has
stalled1
98.5% of top global
asset management
companies in the world
have websites that don’t
meet basic readability
levels2
60% of content
produced by brands is
failing to deliver4
The #2 area where Financial
Services Companies Fall
Short is confusing
products/services3
47% of millennials
indicated they’d be more
likely to trust a financial
services company if it
created useful content5
Financial Services Trends
26. The Communication Challenge
● Maintaining quality when content volumes are rising
can be difficult
● Content is often produced by subject matter experts,
who are not professional writers
● Communication quality is not defined
● Preconceptions about the “sophisticated” customer
exist
27. ORIGINAL
In a traditional sovereign-bond portfolio you typically can’t remove all duration risk altogether.
But even here, you can make relative plays on the yield curve that help to offset some of that risk,
isolating a particular dimension of risk such as one part of the yield curve (either 5 years vs 10 years,
or 10 years versus 30 years for example) and thus dependent on how they perform relative to each
other as opposed to directional interest rate risk exposure on either element.
It is important to ensure that one exploits one dimension of risk at a time so as not to confuse the
risk and ultimately the returns of active strategies.
The dimensions of risk, in addition to duration, available to the active manager are: curve; credit
(corporate bonds); currency; country (sovereigns, both developed and emerging market); inflation
and volatility.
This paragraph has 141 words, a readability score of 29 and a grade level of 17.9.
It comprises of 4 sentences, 3 of which are long. The longest (flagged in pink) is a whopping 70 words.
The other two are 29 words each (flagged in blue).
28. What should you aim for?
● Grade level of 8 or lower
● Readability score of 60 or higher
● 4% or less use of passive voice
● 5% or less long sentence use
● 1% or less complex language density
29. SUGGESTED WITH VISIBLETHREAD
In a traditional sovereign-bond portfolio you can’t remove all duration risk.
But even here, you can make relative plays on the yield curve to offset some of that risk. You can
isolate a specific dimension of risk. For example, one part of the yield curve is either 5 years versus
10 years, or 10 years versus 30 years. This makes the risk dimension dependent on how they
perform relative to each other. Instead of directional interest rate risk exposure on either element.
You should exploit one dimension of risk at a time. This is so as not to confuse the risk and
ultimately the returns of your active strategies.
In addition to duration, you can use these dimension of risk; curve; credit (corporate bonds);
currency; country (sovereigns, both developed and emerging market); inflation and volatility.
This paragraph has 133 words. The readability score has improved to 55. The grade level has nearly
halved to 9.0.
We have 2 long sentences, one is 25 words and the other 20.
30. Technology supports your organization –
VisibleThread Insights Platform
VT Readability – Support for Writers
§ Content creators test and fix their own content for single tone of voice
§ Instantly flag jargon and corporate-speak
§ Analyze both offline and online assets; letters, disclosure statements,
directives, blog copy etc.
§ Subject matter experts communicate their technical knowledge in jargon
free, easy to understand language
VT Insights – For Exec Oversight
§ Support your plain language program roll-out
§ Show usage and adoption across your
organization
§ Measure quality improvement across all organization assets, both
offline and online
§ Instantly see if writers are using non-compliant, off-brand language
31. Over to our audience - what are your burning questions?
32. Thank you for joining us!
Deborah S. Bosley, Ph.D., Founder and Principal, The Plain Language Group, LLC
We Make Written Content Easy to Understand.
704.641.1334
www.theplainlanguagegroup.com
deborah@theplainlanguagegroup.com
Evelyn Wolf, CMO, VisibleThread
Words matter. Measure your tone of voice.
703.888.3530
www.visiblethread.com
evelyn.wolf@visiblethread.com