Agenda

Ontic Product Training

Adrienne Galbrecht
Team Lead, Strategic Intelligence Services at Ontic

Colleen Cromie
Senior Manager, Client Education at Ontic

In this interactive product training, Ontic Experts will guide you through incorporating Ontic's latest, high-impact reporting capabilities into your program. From Entity and Incident reporting to robust annual reports for driving business decisions and more, you’ll walk away with various tools to enhance your reports and streamline your workflow through templating and automation.

This course is ideal for:

• Ontic users looking to elevate their reporting content and processes with the Ontic Platform
• Managers and day-to-day Ontic users who are heavily (or want to be!) involved in various reporting processes

Prerequisite: Before attending, you must complete Ontic’s Reporting course. If you need your organization’s unique access code to sign up for Ontic Academy, reach out to your Success Manager or email academy@ontic.co.

Seating is limited. Registration is required.

Ontic Product Training

Sarah Corbin
Team Lead, Implementation at Ontic

Luke Netzel
Director of Product Intelligence at Ontic

Halley Bralley
Team Lead, Global Success at Ontic

In this interactive product training, our Ontic Experts will teach you how to best utilize the breadth of our Incident and Investigations capabilities to up-level your case management process. You’ll walk away with the knowledge and resources to configure your Incident and Investigations workflow to improve processes, develop a governance plan, better serve your team, and more.

This course is ideal for:

• Managers and Directors who influence their Case Management program process
• Senior subject matter experts and Ontic administrators

Pre-requisite: Before attending, you must complete Ontic's Incident and Investigation courses. If you need your organization’s unique access code to sign up for Ontic Academy, reach out to your Success Manager or email academy@ontic.co.

Seating is limited. Registration is required.

Training

Tara Conway
Director of Threat Assessment and Management Operations at Ontic

This course qualifies for 2 CPE credits.

This interactive training is designed to facilitate discussion regarding the steps in the threat assessment process, including triaging and screening, information gathering, analyzing/organizing, making an assessment, and case management/intervention.

It is strongly preferred that participants have attended prior Basic Workplace Violence Prevention training and/or have case management experience.

This workshop is ideal for:

• Corporate security leaders who are responsible for developing and evolving Workplace Violence Prevention Programs

Learning objectives:

• Threat Assessment Program Components: Understand the recommended elements of a threat assessment program
• Building/Operationalizing Your Team: Identifying team members and program stakeholders to support program objectives
• Operationalize Threat Assessment: Understanding how to leverage available teams and tools to comply with organizational guidelines, best practices, and legislative requirements

Seating is limited. Registration is required.

Workshop

Cynthia Marble
Senior Director, Threat Assessment Management at Ontic

This course qualifies for 2 CPE credits.

This interactive workshop will focus on optimizing team makeup, defining what you protect, and aligning workplace violence prevention policies and procedures to meet best practices. Roundtable discussions will focus on how to get executive buy-in and program stakeholder support.

No prior training or experience in threat assessment is required.

This workshop is ideal for:

• Corporate security leaders who are responsible for developing, operationalizing, and/or evolving Workplace Violence Prevention Programs
• Potential threat assessment team members or stakeholders in organizational safety

Learning objectives:

• Threat Assessment Program Components: Understand the recommended elements of a threat assessment program
• Building/Operationalizing Your Team: Identifying team members and program stakeholders to support program objectives
• Operationalize Threat Assessment: Understanding how to leverage available teams and tools to comply with organizational guidelines, best practices, and legislative requirements

Seating is limited. Registration is required.

Workshop

Tim Kirkham
Managing Director — Global Head of Insider Threat and Fraud at Macquarie Group

This workshop qualifies for 2 CPE credits.

Whether you're just starting or already working on evolving your insider risk program, this workshop is designed to give you a framework for developing a scaleable and sustainable program that will ensure employee cooperation and minimize internal risk for your business.

In this interactive workshop, you’ll learn how to design and implement an effective insider risk program that leverages empathy, awareness training, human behavior insights, and metrics to build trust, foster collaboration, gain buy-in, and turn employees into key allies in mitigating insider risk.

This workshop is ideal for:

• Corporate security leaders who are responsible for developing and evolving Insider Risk Programs at their organizations

Learning objectives

• Design a Culturally Appropriate Insider Risk Program: Learn how to effectively name and brand your insider risk program so that it aligns with your organization's culture and avoids making employees feel untrusted or targeted.
• Leverage Employee Awareness to Mitigate Risk: Develop and implement awareness campaigns that educate employees on insider risk, encourage proactive behavior, and foster a culture of shared responsibility and trust.
• Develop and Track Value-Added Metrics: Use the right metrics to showcase your program’s success and inform your strategic plans so that you can build a scalable and sustainable program for your company.

Seating is limited. Registration is required.