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 Business
Experience
June 1992 to
present
Software Training/Consulting
Major Contracts - Achievements
- BC Medical
Association (1995 - 2006)
- In 2005, assisted with both training and deployment of new
hardware and software to all staff.
- Ongoing consulting, software training, software/hardware support.
- Y2K project - worked together with Sierra Systems to establish organizational
policies, and standard software image. Conducted training and assisted with the deployment
of hardware and software.
IA Pacific Life (formerly Northwest Life
Assurance) (1999 - 2006)
- Currently developing
more 1/2 day in-house courses for Word 97, Excel 97, PowerPoint 97 and
Outlook 98.
- In 2001, developed various levels of ½ day in-house courses for the various
applications included in Office 97. I also developed all the training manuals and
presented each of the courses.
- Y2K project – development of training curriculum, recommendations for standard
software image, conducted train the trainer course, production of software reference
manual, presentation training sessions for over 200 employees, provided on-site support.
Davis & Company
(2004 - 2006)
- Ongoing new-hire training focusing on the Davis customization of MS
Word.
- Collaborated with other consultants to develop and deliver courses for
secretaries and lawyers covering the conversion from WordPerfect to MS
Word 2003.
- Assisted with quality assurance testing of Davis' Word customization.
Sandwell Engineering
(2000 - 2006)
- Ongoing review of corporate templates to optimize their efficient use.
- On-going development and presentation of 1 hour "Lunch and Learn" sessions
covering Office 2000 and Office 2003.
Edwards Kenny and Bray
(2001 - 2004)
- In 2003, together with a colleague, developed and presented 4-day
training sessions for all assistants, covering conversion from
WordPerfect to Word 2000, Word 2000 customization, Windows XP and
upgraded features of Amicus Attorney.
- Developed and presented 1/2, 1 and 2-day training sessions for all
lawyers covering similar information.
- On-going 3-day new hire assistant training.
- One-on-One assistant training as required.
Ratcliffe and Company
(2003)
Was sub-contracted by Tech Niche to:
- Deliver
training materials covering Ratcliffe's conversion from WordPerfect to
Word 2000 including the customization developed by Tech Niche.
- Delivered
desktop support once training was completed.
PBSC Computer Training Centres
(1992 - 2003)
- Ongoing contracts for instructing various software courses.
- Was asked to take over the project management of Telus’ software training
while they upgraded all their BC employees to Office 2000.
- Development of customized handouts for various corporate clients.
Providence Health Care
- Vancouver (1999)
- Y2K project – development of training curriculum. With a team of 5 other
contractors, conducted training and support at 5 of their hospital locations, covering
over 800 employees. Together with Sierra Systems assisted with transfer of data files to
the new PCs.
RBC Dominion Securities
(1992)
- Obtained contracts from various BC and Alberta branches. Provided training
to support staff and investment advisors. Recommended a variety of automation techniques
including the development of specialized templates.
RBC Dominion Securities Pemberton - May 1987 to June
1992
(Training/Systems - Writer and Trainer)
Primary Responsibilities
- Analyzed training needs and submitted recommendations
for developing training programs.
- Developed training materials for instructor and
student use.
- Tested and validated new computer systems and their
impact on the users, prior to implementation.
- Created user guide documentation for new and existing
computer systems.
- Delivered various courses for employees.
- Conducted training sessions for new Investment
Advisors during their formal 8 week training period and provided follow-up
support after
training was completed.
Achievements
- During this time designed training materials and
coordinated and participated in the successful training of 1000 staff members across
Canada, on various systems on the company’s in-house computer.
- At the request of the Retail Training Manager,
designed and successfully implemented two permanent programs, which were added to the
formal training curriculum for Investment Advisors.
- At the request of the Manager of the Personal
Investments Division, assisted new Toronto retail employees (acquired in a recent merger)
in a two week orientation of the firms retail office procedures and in-house computer
systems.
- The training department was dissolved and I was
invited to assist in the development of a Human Resources Department. A vice-president of Human Resources was hired February 1989 and was assigned the responsibility
to assist in the development of a centralized recruiting function, which was completed
just prior to the company's take-over in May 1989.
PEMBERTON SECURITIES INC. - May 1974 to May 1987
(ACQUIRED BY RBC DOMINION SECURITIES IN MAY 1989)
ADMIN SUPERVISOR/PART TIME
INVESTMENT ADVISOR
Primary Responsibilities
- Supervised the Branch Support staff.
- Reconciled clients' account problems.
- Calculated estate portfolio values and executed their
security liquidations.
- Trained and provided user support for new Investment
Advisors and Assistants using the in-house computer system.
- Announced a local radio stock market report, 3 times
daily.
Achievements
- On my own time, personally acquired 20 accounts and
then managed their portfolios.
Moved to Vancouver: Head Office was in the
process of creating a new retail training department and I was invited to assist in
it’s development.
REFERENCES WILL BE FURNISHED UPON REQUEST
| PRIMARY COURSES & PROGRAMS
TAUGHT |
| Excel for Windows
2000/XP/2003 |
PowerPoint
2000/XP/2003 |
| Word for Windows
2000/XP/2003 |
MS Outlook
2000/XP/2003 |
Community Service Activities
- Variety - The
Children's Charity of BC – Chair of the
Annual Auction (1995 - 1999), plus the design and implementation of a receipting program for
that function, analysis of ¼ hour pledge statistics during Annual Show of Hearts Telethon
(since 96), volunteer at other fund raising events (you should see me in my elf costume at
the Children’s Christmas Party!), training staff on their application software.
Previously on the Executive and Board of Directors.
- Jewish Community Centre (1997 - 2001) Co-Chair
of the auction portion of the Annual Sports Legacy Dinner in Vancouver.
- Secretary/Treasurer of Strata Council (1995 to present)
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