In-House Training Program - Princeton PAM for Securities

Summary:

  • Developed and taught custom training course for the PAM for Investments application

  • Leveraged diverse experience with the application as well as aptitude with technology

  • Surveyed audience to determine scope and points of focus for the training

  • Presented to a diverse group of internal users in two half-day sessions

    • GAAP and Statutory Investment Accounting Staff

    • Front and Middle Office Staff

    • Tax Department Representatives

  • Utilized hands-on interactive training approach using actual data in a test environment

  • 35 page training document continues to be used within the firm for reference and training

Links to Training Documents: