Kaiser Permanente (KP) is an integrated managed care organization and is the largest managed care organization in the United States. The Leadership and Management team identified core competencies for supervisors and managers. The knowledge and skills for these competencies were delivered by 4-hour instructor-led training courses.

 

Michele B. Medved interviewed Subject Matter Experts (SMEs) to obtain KP examples, case studies, policies and procedures for three management-training modules. Using models from Interaction Associates, Medved created workbooks, learning resources, and comprehensive facilitator’s guides for each module.

 

Deliverables: Quick reference guides, SOX 101 web-based training, Control owner (BC and ITGC) web-based training, and knowledge management strategy to ensure compliance with Sarbanes Oxley (SOX) regulations.

 

Project Overview

Toyota Motor Corporation is a multinational corporation headquartered in Japan, and is currently the world's largest automaker. The Sarbanes Oxley (SOX) Act of 2002 provides guidelines to prevent fraud, ensure accurate financial statements, and protect shareholders through executive accountability. The SOX act applies to SEC-registered companies, including Toyota Motor Corporation (TMC).

 

Michele B. Medved, working with the SOX implementation team, developed materials to introduce SOX to employees and ensure compliance with its regulations. She developed quick reference guides to prepare employees at dealerships for compliance testing. She also wrote two web-based training modules to prepare business and ITGC control owners to test and maintain their control. She developed a knowledge management strategy to ensure ongoing compliance with SOX regulations.

 

Western Federal Credit Union Case Study

Deliverable: Web-based new hire training for employees in remote offices.

 

Project Overview

Western Federal Credit Union is a member-owned financial cooperative. Western is one of the nation's leading credit unions with over $1 billion in assets and over 119,000 members across the country.

 

Michele B. Medved analyzed the training needs for new hires. She then designed and developed a web-based training course. This course used Bingo, web treasure hunts and quizzes to engage new hires and introduce them to Western Federal Credit Union.

 

WellPoint Case Study

Deliverable: Fraud and abuse web-based training for all associates.

 

Project Overview

WellPoint, Inc. is a large, U.S.-based health insurance company and the largest member of the BlueCross BlueShield Association.

 

Michele B. Medved developed the script for a two-hour WBT for all WellPoint associates. She worked closely with SMEs to identify three audiences (tracks) for fraud and abuse training across WellPoint. She then developed scenarios and checklists for recognizing and responding to fraud, for all three tracks. Final questions tested the application of knowledge, per track, to typical scenarios in recognizing and responding to fraud.