Inside Cds Global Brochure
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Who Should Attend? CDS Global professionals at all levels who are striving to learn more about our organization and business.
How Will You Benefit? Strengthen your knowledge of CDS Global products and services. Learn from our industry experts.
Come Prepared! Listen Generously Participate Openly Ask Questions
Register Online Today! www.myCDSdirect.com
Inside CDS Global A Series of Classes Global Training
SEPT. 24, 9-11:30 a.m.
SEPT. 25, 10 a.m.-12.p.m.
SEPT. 26, 1:30-3 p.m.
Client Accounting
Information Technology
Meet at the E. Washington
by Paul Edwards, Manager
• Responsibilities of the Client Accounting department • Overview of month-end financial reporting, reconciliations and journal entries provided to our clients • Definitions of Circulation Accounting terms
Enterprise Reporting Solutions by Pat Tentinger, Manager
Enterprise Reporting Solutions provides reporting for circulation directors to monitor their business using REACT, circulation modeling and CMIS. The reporting systems were designed to save time and produce historical reports that will enable circulation professionals to spend less time gathering data and more time analyzing and making decisions. Enterprise Reporting Solutions also provides reporting for clients to file their audit statements to the ABC and BPA audit bureaus. The reporting needs to be accurate and timely to meet all of the audit bureau’s requirements.
Consumer Magazine & Imaging Development
at the north end
by Jan Donnelly and Ron Fallis, Systems Managers
*Transportation is not provided. *Must have manager approval.
Infrastructure
Address: 1550 E. Washington Avenue
by George Rotsart, Director
Digital Services, Internet Development Services & Software Development, Process Assurance by Dan Gehler, Technical Training Specialist
Product Fulfillment Systems by Bob Wilson, Systems Manager
SEPT. 26, 1-2 p.m. Compliance at CDS Global
Distribution Center Tour by Tom Sherman, Manager
MAILING SERVICES by Jim Sandersfeld, Trainer
Participants will gain an understanding of the Lettershop processes. Review the different services offered at the Lettershops and understand how the Lettershops fit into CDS Global processes offered to our clients.
by James Martin, Audit Manager
What our clients know – and you should too. SOX Compliance SAS 70 Compliance PCI DSS Compliance
New Business Conversions
Introduction to Finance
by Sandy Lorenzen and Sandy Fallis, Conversion Consultants
by Ken Barloon, Senior Vice President and CFO
• Overview of the conversion process
An overview of CDS Global financial practices.
• When does the conversion support team get involved?
Distribution Center, Suite #1
• Tools for strategic implementation of new business • Timeline for on-boarding
1901 Bell Avenue Des Moines, IA 50315 Tel 515.246.6678 Fax 515.362.3368 www.cds-global.com
Inside CDS Global Class Schedule All classes are located in the Global Training department.
SEPT. 4, 10-11 a.m. A roadmap to CDS Global by Malcolm Netburn, Chairman and CEO
Inside CDS Global kickoff
SEPT. 9, 9-10 a.m. Workforce Introduction to Workforce by Kristin Hansen, Director
Benefits by Jeneen Ferguson, Director
Employee Relations by John Noll, Manager
Global Training by Ruth Anderson, Director
Recruitment by Stacey Sellers, Manager
The goal of CDS Global Workforce is to assist in building and deploying an effective, diverse and highly functional workforce to accomplish the mission of our company. In order to develop and maintain the effective workforce for the company, the Workforce staff concentrates their efforts in these areas: recruiting, training, performance evaluation and management, promotions, employee relations, record keeping of all personnel data, benefits, compensation, and policy development, implementation and evaluation.
Innovation. Service. Solutions.
The Workforce staff strives to conduct these key functions in a manner that remains proactive, legal, fair and consistent as they deal with hiring, training, promoting and other realms of employee issues each day.
SEPT. 9, 10-11 a.m. CONSUMER MAGAZINES & MEDIA by Chad Kain, Client Relationship Manager
Consumer Magazines & Media assists in managing all aspects of the client relationship with CDS Global. The audience will learn about ways we build strong relationships with our clients by being more consultative and marketing oriented. Going forward Consumer Magazines & Media will become more proactive and less reactive to our clients’ needs, looking for ways to increase revenue and efficiencies, while keeping costs down for both the client and CDS Global. Finally, the audience will learn about how Consumer Magazines & Media supports the corporate Vision.
SEPT. 12, 9-10 a.m. Business-to-Business Magazines & Media By Jim Browning, Director
An overview of Business-to-Business Magazines & Media.
SEPT. 16, 9-10 a.m.
SEPT. 19, 9-10 a.m.
SEPT. 22, 1-2 p.m.
DATA CAPTURE SERVICES
Consumer Products
Enterprise Data Solutions
by Craig Bjork, Director
by Nancy Engle, Senior Project Consultant
by Rich Van Allen, Account Director
• Identify Data Capture Services clients.
• Overview of the Consumer Products business at CDS Global.
• How does it differ from other service offerings at CDS Global?
• Identify some of our key clients, the solutions we offer them and how we manage our relationship to ensure their success and CDS Global’s success.
Enterprise Data Solutions is the internal resource for you and your clients in the areas of Address Quality, NCOALink®, Marketing Database, List Fulfillment and Merge/Purge. Attend this session to learn about the many ways Enterprise Data Solutions can enhance your clients’ marketing efforts.
• Discover Data Capture Services.
• How does it complement other service offerings at CDS Global? • Learn what really happens when you make a payment or contribution. • What does the future bring for Data Capture Services?
SEPT. 17, 10-11 a.m. Marketing by Eileen White, Director
The Marketing group is a newly added department within the enterprise. We will explore our strategic direction, heavy and direct involvement with the three business units, and the appropriate times to work with the Marketing group. We will also explore some of our goals and their execution within our group.
Global Communications by Will Aeschliman, Communications & Digital Content Manager
The goal of Global Communications is to deliver a consistent, unified message through multiple platforms to our employees, strategic partners, prospective clients and the outside world. Learn how we manage internal and external communications for CDS Global through brand compliance, publications, Web sites, marketing and public relations efforts, and more.
SEPT. 19, 1-1:30 p.m. Label and Distribution by Mike Morrison, Senior Account Executive
Learn the process CDS Global goes through in order to create the output for a given issue of our publishers. This process involves receiving the client instructions, making sure we interpret them correctly and executing the process.
SEPT. 22, 1-2 p.m. Project Management by Gary Toelle, Senior Project Manager
Hear an overview of what the Project Management Office (PMO) does for our organization. • What is a project? • Identify who the participants are in a project. • The purpose of the PMO within CDS Global. • How to tell when a project has been completed.
SEPT. 23, 9:30-10:30 a.m. An inside look into Customer Service and Operations by DeeAnne Newcomb, Training Coordinator and Theresa Bracket, Senior Manager
• Customer Service and Operations overview • Training, development and quality expectations of a Customer Service representative (CSR) • Understand the importance of timely client information and updates • Call Center technology at CDS Global • DCS, mail extraction, offline, products operations, agency
Document Technologies by Diane Welcher, Client Specialist and Jon Klaus, Trainer
• Overview of PMO projects.
• Understand Document Technologies
Continued to next column
• Review the basic programming process • Discover new processes developing in Document Technologies
www.cds-global.com
How Will You Benefit? Strengthen your knowledge of CDS Global products and services. Learn from our industry experts.
Come Prepared! Listen Generously Participate Openly Ask Questions
Register Online Today! www.myCDSdirect.com
Inside CDS Global A Series of Classes Global Training
SEPT. 24, 9-11:30 a.m.
SEPT. 25, 10 a.m.-12.p.m.
SEPT. 26, 1:30-3 p.m.
Client Accounting
Information Technology
Meet at the E. Washington
by Paul Edwards, Manager
• Responsibilities of the Client Accounting department • Overview of month-end financial reporting, reconciliations and journal entries provided to our clients • Definitions of Circulation Accounting terms
Enterprise Reporting Solutions by Pat Tentinger, Manager
Enterprise Reporting Solutions provides reporting for circulation directors to monitor their business using REACT, circulation modeling and CMIS. The reporting systems were designed to save time and produce historical reports that will enable circulation professionals to spend less time gathering data and more time analyzing and making decisions. Enterprise Reporting Solutions also provides reporting for clients to file their audit statements to the ABC and BPA audit bureaus. The reporting needs to be accurate and timely to meet all of the audit bureau’s requirements.
Consumer Magazine & Imaging Development
at the north end
by Jan Donnelly and Ron Fallis, Systems Managers
*Transportation is not provided. *Must have manager approval.
Infrastructure
Address: 1550 E. Washington Avenue
by George Rotsart, Director
Digital Services, Internet Development Services & Software Development, Process Assurance by Dan Gehler, Technical Training Specialist
Product Fulfillment Systems by Bob Wilson, Systems Manager
SEPT. 26, 1-2 p.m. Compliance at CDS Global
Distribution Center Tour by Tom Sherman, Manager
MAILING SERVICES by Jim Sandersfeld, Trainer
Participants will gain an understanding of the Lettershop processes. Review the different services offered at the Lettershops and understand how the Lettershops fit into CDS Global processes offered to our clients.
by James Martin, Audit Manager
What our clients know – and you should too. SOX Compliance SAS 70 Compliance PCI DSS Compliance
New Business Conversions
Introduction to Finance
by Sandy Lorenzen and Sandy Fallis, Conversion Consultants
by Ken Barloon, Senior Vice President and CFO
• Overview of the conversion process
An overview of CDS Global financial practices.
• When does the conversion support team get involved?
Distribution Center, Suite #1
• Tools for strategic implementation of new business • Timeline for on-boarding
1901 Bell Avenue Des Moines, IA 50315 Tel 515.246.6678 Fax 515.362.3368 www.cds-global.com
Inside CDS Global Class Schedule All classes are located in the Global Training department.
SEPT. 4, 10-11 a.m. A roadmap to CDS Global by Malcolm Netburn, Chairman and CEO
Inside CDS Global kickoff
SEPT. 9, 9-10 a.m. Workforce Introduction to Workforce by Kristin Hansen, Director
Benefits by Jeneen Ferguson, Director
Employee Relations by John Noll, Manager
Global Training by Ruth Anderson, Director
Recruitment by Stacey Sellers, Manager
The goal of CDS Global Workforce is to assist in building and deploying an effective, diverse and highly functional workforce to accomplish the mission of our company. In order to develop and maintain the effective workforce for the company, the Workforce staff concentrates their efforts in these areas: recruiting, training, performance evaluation and management, promotions, employee relations, record keeping of all personnel data, benefits, compensation, and policy development, implementation and evaluation.
Innovation. Service. Solutions.
The Workforce staff strives to conduct these key functions in a manner that remains proactive, legal, fair and consistent as they deal with hiring, training, promoting and other realms of employee issues each day.
SEPT. 9, 10-11 a.m. CONSUMER MAGAZINES & MEDIA by Chad Kain, Client Relationship Manager
Consumer Magazines & Media assists in managing all aspects of the client relationship with CDS Global. The audience will learn about ways we build strong relationships with our clients by being more consultative and marketing oriented. Going forward Consumer Magazines & Media will become more proactive and less reactive to our clients’ needs, looking for ways to increase revenue and efficiencies, while keeping costs down for both the client and CDS Global. Finally, the audience will learn about how Consumer Magazines & Media supports the corporate Vision.
SEPT. 12, 9-10 a.m. Business-to-Business Magazines & Media By Jim Browning, Director
An overview of Business-to-Business Magazines & Media.
SEPT. 16, 9-10 a.m.
SEPT. 19, 9-10 a.m.
SEPT. 22, 1-2 p.m.
DATA CAPTURE SERVICES
Consumer Products
Enterprise Data Solutions
by Craig Bjork, Director
by Nancy Engle, Senior Project Consultant
by Rich Van Allen, Account Director
• Identify Data Capture Services clients.
• Overview of the Consumer Products business at CDS Global.
• How does it differ from other service offerings at CDS Global?
• Identify some of our key clients, the solutions we offer them and how we manage our relationship to ensure their success and CDS Global’s success.
Enterprise Data Solutions is the internal resource for you and your clients in the areas of Address Quality, NCOALink®, Marketing Database, List Fulfillment and Merge/Purge. Attend this session to learn about the many ways Enterprise Data Solutions can enhance your clients’ marketing efforts.
• Discover Data Capture Services.
• How does it complement other service offerings at CDS Global? • Learn what really happens when you make a payment or contribution. • What does the future bring for Data Capture Services?
SEPT. 17, 10-11 a.m. Marketing by Eileen White, Director
The Marketing group is a newly added department within the enterprise. We will explore our strategic direction, heavy and direct involvement with the three business units, and the appropriate times to work with the Marketing group. We will also explore some of our goals and their execution within our group.
Global Communications by Will Aeschliman, Communications & Digital Content Manager
The goal of Global Communications is to deliver a consistent, unified message through multiple platforms to our employees, strategic partners, prospective clients and the outside world. Learn how we manage internal and external communications for CDS Global through brand compliance, publications, Web sites, marketing and public relations efforts, and more.
SEPT. 19, 1-1:30 p.m. Label and Distribution by Mike Morrison, Senior Account Executive
Learn the process CDS Global goes through in order to create the output for a given issue of our publishers. This process involves receiving the client instructions, making sure we interpret them correctly and executing the process.
SEPT. 22, 1-2 p.m. Project Management by Gary Toelle, Senior Project Manager
Hear an overview of what the Project Management Office (PMO) does for our organization. • What is a project? • Identify who the participants are in a project. • The purpose of the PMO within CDS Global. • How to tell when a project has been completed.
SEPT. 23, 9:30-10:30 a.m. An inside look into Customer Service and Operations by DeeAnne Newcomb, Training Coordinator and Theresa Bracket, Senior Manager
• Customer Service and Operations overview • Training, development and quality expectations of a Customer Service representative (CSR) • Understand the importance of timely client information and updates • Call Center technology at CDS Global • DCS, mail extraction, offline, products operations, agency
Document Technologies by Diane Welcher, Client Specialist and Jon Klaus, Trainer
• Overview of PMO projects.
• Understand Document Technologies
Continued to next column
• Review the basic programming process • Discover new processes developing in Document Technologies
www.cds-global.com
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