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The Importance of Documentation for Managers

  • Accountant
  • CMA
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Managers and supervisors need to understand the importance of documentation regarded their represented employees. They must understand the impact and depth that documentation has on multiple areas of the workplace and the operation of the business.

One key area of impact is the Just Cause Standard and how the failure to properly document will result in the costly loss of grievances and arbitration cases. Failure to properly document impacts the disciplinary process clearly in the area of consistent treatment of employees. Documentation is also impacted by the supervisors' and managers' past practices in the workplace.

This CPE webinar will address those main areas and much more to ensure that all members of the management team understand the proper methods, the reasoning for documentation, and the results that can be achieved in the workplace as well as the costly errors that can be avoided.

The overriding goal is DOCUMENT for the continued success of the business and NOT to make costly payments to arbitrators, back pay to employees, fees or fines to state or federal agencies, as well as discriminatory agencies and private lawsuits.

There are numerous styles of documentation: Verbatim or “word for word”, Narrative or “create the story”, Outline format as an overview, or a fact listing, absent emotions/opinions. The styles of documentation are listed in order of preference from top to bottom.

In this CPE course, the speaker will also outline the proper content of documentation excluding emotions and opinions!

Following are the major areas covered in this CPE webinar:

  • History of documentation
  • Formats of documentation
  • How documentation impacts the Just Cause Standard
  • Alternative methods and legal challenges  to documentation
  • Documentation and the employee’s right to due process
  • The importance of consistent treatment and documentation
  • Past practices impact documentation

Learning Objectives

  • To discuss the” Five W’s of Documentation - WHO WE DOCUMENT, WHAT WE DOCUMENT, WHEN WE DOCUMENT WHERE WE DOCUMENT AND WHY WE DOCUMENT. 
  • To analyze the impact of documentation on Just Cause Standard and how to ensure proper treatment.
  • To discuss the numerous styles of documentation.
  • To explain the formats of documentation. 
  • To analyze what form does documentation take, where is it filed, and what can the union have access to during their grievance investigation or their attorney in a discovery process.
  • To discuss the disciplinary process which may consist of verbal discussion(s), written letters and suspension(s), and final warnings leading to termination. 
  • To inspect the appropriate language needs to be utilized to effectively create any “verbal discussion” or discipline. 
  • To analyze what does documentation from a grievance looks like. 

Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, managers, directors, human resources and labor relations personnel, potential supervisors, or anyone with oversight responsibility of non-represented employees who wanted to understand the importance of documentation for managers.

Who Should Attend?

  • Certified Management Accountant (CMA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPE Credit of Management for Certified Management Accountants (CMA)
  • 1.5 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Gerry McLaughlin

, Gerry McLaughlin Consulting LLC

Gerry McLaughlin , Ms. IR, is the author of “Negotiating The Labor Agreement” His  experience  covers  30 years of successfully negotiating over 500+ labor contracts in varied industries as Executive Director and Vice President for Fortune 100 Companies, and in areas, such as, but not limited to, Manufacturing, Distribution, Telecom, Retail, Healthcare & Senior Care, Food services, Housekeeping & Facilities. 

He has negotiated with over 20 National and Local Unions, trained 1000’s of Managers in “Managing a Union Workplace”, ,”Negotiating A Labor Agreement” Collective Bargaining as well as Union Avoidance and Employee Relations issues.

He knows and fully understands:

  • How to build and maintain successful relationships with Union Leaders locally and nationally.
  • Maintain and/or Develop existing Managements Rights to ensure the unfettered Right “to run your business” Ensuring successful Workplace policies.

About Company

Gerry McLaughlin Consulting LLC

www.gerrymclaughlinconsulting.com/

Gerry McLaughlin Consulting LLC offers a wide range of  Employee and Labor Relations services to fit a multitude of industries. Whether we are negotiating your Collective Bargaining Agreement, Consulting with your team on an Employee  or Labor Relations issue, or conducting Training for your Managers or employees .Get in touch with us today to learn more about our services and how Gerry McLaughlin Consulting LLC can work for you.

We have over 30  years of experience, chairing in excess  of 500 Collective Bargaining Agreements with over 20 International unions, let us negotiate your upcoming  Collective Bargaining Agreement. At Gerry McLaughlin Consulting LLC, we combine our expertise and insights to help you achieve your goals.  And our staff has the capabilities and experience to actually do it.

Gerry McLaughlin Consulting LLC is your one stop address for Employee and Labor Relations Consulting Services. Let us conduct an indepth review and analysis of your Collective Bargaining Agreement. We examine what we can do to ensure your goals are met.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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The Importance of Documentation for Managers

$15

1.5 Credits

Subject Area

Business Management and Organization

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