Date and time
Thursday, July 16, 2020 at 14:00 EST see it in calendar
- in English
LSBC 2 CPD hours
Expiry date: 16-7-2022
Are you wondering how other practitioners survived the COVID-19 crisis? Would you like to be better prepared if something similar happens in the future? Do you know about technologies, tools and other helpers that can transform your practice into a virtually untouchable one?
Don't let another megavirus catch you off guard. Learn how and get ready to survive without losing clients and stopping your work.
- The obvious:
o home computer? additional monitors?
o Faster internet at home or the office?
o Webcam? Headset?
o Laptop, monitor, scanner/printer, faster internet for staff?
o Strong passwords, changed often
o Additional software licenses?
- Not so obvious:
o Private server/Remote Access/faster internet at the office
o Redirecting mail to someone’s home? Who scans in documents?
o Necessary signage and information noted at the office and on voicemail systems?
o Confidentiality: white noise machine? Secure cabinet or drawer at home?
o Reminding staff of confidentiality rules and informing clients of its potential or actual breach
o Document sharing and syncing platforms
o New software needs: Acrobat Pro? E-signatures?
o Redivision of work? Roles? Tech capacities?
o Morale and Mental Health check-ins, staff and clients alike
o Noise cancelling headphones?
o Family members: shifting office hours
o Meetings: learning the basics of video conferencing apps – muted yourself, camera on and off, etc, up to setting up and running the meetings
- Practical needs
o Who can travel to office if needed, grab mail, etc.
o The clients who just can’t get it together for any technology and need to be seen in person
o Cleaning supplies and cleaning schedule
o Policies regarding degree of opening, work standards and timelines, and staff roles and locations, revisited on an ongoing basis: FAQ helpful
o Protocols of office building and/or landlords
o New signage, floor markings, spacing of desks and chairs, etc
o New and Alternating work schedules
o Layoffs? Reduced hours? Contract work?
o Unexpected staffing needs: custodial? IT?
o PoA and contingency plans
o Online terminals or payment transfer apps
- Client communication
o Managing expectations: mass and client-specific communications and updates
o Virtual meetings
o Virtual document, data and fee collection
o Virtual commissioning tools – pros and cons
§ E signature – electronic marking such as finger drawing on a tablet, sign and scan, etc.
§ Digital signature – public-key cryptography associated with the document
§ Biometric – electronic and digital signature authenticated through biometrics instead of password (facial recognition, fingerprinting or iris scan)
§ Blockchain enabled signatures/documents – permanent reference to the documents, unalterable and time-stamped, can be combined with encryption
§ Verifiable credentials – user controls how, when and to whom their proof of signature is shared
This video recording is offered free-of-charge for its educational value. It is not eligible for CPD hours by any regulatory body
Please note that speakers and topics were confirmed at the time of publishing; however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. IMEDA reserves the right to alter or to modify the advertised speakers and /or topics, if necessary. Any schedule substitutions or alterations will be updated on the IMEDA website as soon as possible and all registrants will be notified by e-mail.