Course curriculum

    1. Welcome & Orientation Meeting

    2. Bio, Email Signature, and Headshots

    3. Compliance, Travel, Policies, & Procedures

    4. Policy - Receiving Gifts

    5. Policy - Sending Gifts

    6. Understanding our Non Solicit Agreement

    7. Cybersecurity

    8. Maximizing Your Virtual Office, Tech Logistics

    9. Pause! Monday Notifications/Emails :)

    10. 1:1 Meeting with Manager

    1. Mission, Vision, Values

    2. A Message to Garcia

    3. Employee Value Proposition

    4. Intro to Predictive Index

    5. Our Organizational Structure

    6. A Note on Employee Separation

    7. Company History

    8. Word Soup - Handy Acronym Cheat Sheet

    9. Client Tiers & Services

    10. Service Expectations

    11. Expanded Family Office Mastermind and Forum

    1. Email Optimization

    2. Zoom Integration

    3. Leveraging Video and Share Screen: Zoom Clips and Microsoft Stream

    4. Express VPN

    5. Lastpass

    6. Calendly

    7. Unlocking & Locking PDFs

    8. Adobe for eSignatures

    9. AI Best Practices

    10. Justworks Tutorial

    11. Expense Reimbursement

    12. Exploring Dew Central

    13. Monday.com

    14. Monday.com Quick Search

    1. Continuing Professional Education Overview

    2. Understanding the CPE Budget & Approval Process

    3. Personal, Professional, & Financial Goal Setting

    4. Create Your Bucket List

About this course

  • Free
  • 39 lessons
  • 0 hours of video content

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