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Basic Essentials Seminar Agenda

Industry Conference

March 26, 2024

10:00-10:15 AM CST
Welcome and agenda review

Session #1

10:15-11:00 AM CST
Linda Robertson - Executive Director, ADCO
— Why a Culture of Compliance?
— Case Studies

Session #2

11:00-11:45 PM CST
Introduction to the Components of a Compliance Program

LUNCH - 30 MINUTES

Session #3
12:15-1:15 PM CST

Board of Directors Oversight
— Delegating Authority / Controls of Authority
— Compliance Officer Responsibilities

Session #4
1:15-2:15 PM CST

Standards of Conduct / Policies and Procedures
— Code of Business Conduct and Values & Ethics
— Compliance Policies

BREAK - 15 MINUTES

Session #5
2:30-3:30 PM CST

Communication & Education
— Employee Orientation and Training for All Staff
— What Constitutes Effective Training
— Effective Lines of Communication
— Creating a Compliance Communication Plan

Session #6
3:30-4:30 PM CST

Monitoring & Auditing / Identification of Compliance
— Risks Review Internal Compliance Reporting Venues
— Risk Assessment and Prioritization
— Internal Audit and GAP Analysis


March 27, 2024

10:00-10:15 AM CST
Welcome and agenda review

Session #7
10:15-11:45 AM CST

Melinda Levy, JD - Principal, Levy Law
— Reporting and Investigation
— Review Compliance Reporting
— How to Prepare and Conduct an Investigation
— Process to Comply with Government Investigation

LUNCH - 30 MINUTES

Session #8
12:15-1:30 PM CST

Enforcement and Discipline
— Consistent Enforcement and Discipline for Violations
— Enforcement, Discipline Documentation

Session #9
1:45-2:45 PM CST

Response and Prevention
— Newly Identified Compliance Risks
— Root Cause
— Lessons Learned

BREAK - 15 MINUTES

Session #10
2:45-4:30 PM CST

F&I Federal Regulations
— Eric Johnson, JD – Hudson Cook, LLP Handout: F&I Federal Regulations


March 28, 2024

10:00-10:15 AM CST
Welcome and review agenda for the day

Session #11
10:15-11:15 AM CST

Business Administration & Accounting Regulations
— Terry O’Loughlin, JD, MBA – Director of Compliance, Reynolds Document Solutions

Session #12
11:15-12:15 AM CST

General Human Resources Regulations
— Marcia Nelson Jackson, JD – Wick Phillips Links: Federal labor law and employment

LUNCH - 30 MINUTES

Session #13
12:45-1:45 PM CST

OSHA for the Compliance Officer

Session #14
1:45-2:15 PM CST

Leveraging Leadership Tendencies That Cause Results
— Stephanie Licata, MA, ACC - VP of Exec. Coaching Practice, Purpose & Performance Group

Session #15
2:30-4:00 PM CST

Compliance Management System
— Planning & Implementing a Compliance Management System

Session #16
4:00-4:45 PM CST

What do you need to know for Certification?

Certification Sessions Adjourned

*Optional DCOP Exam can be taken online at your convenience.


Registration Fee:
ADCO Members $775.00
Non-Members $975.00

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