Medi-Sota Lorman Webinar Registration - May 2025

*Please register to view any of the listed webinars below. You must submit registration any time between now and 3:00pm on Wednesday, May 13, 2025. Webinars will be added to your Lorman account by May 16th. These webinars are free to members and available for On-Demand viewing. Make sure you have set up your free account on Lorman.com. Instructions for setting this up can be found HERE.

You may request to view as many different webinars as you wish.

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* 1. Contact Information

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* 2. Please check the Lorman Webinars you would like to register for viewing (You can check as many as you like).

BI Reporting: Excel® Power Pivot and Power Query

Learn how Power Pivot and Power Query work together to provide Business Intelligence and reporting functionality. Power Query and Power Pivot are two essential tools for anyone who needs to import, analyze, and manipulate large datasets in Excel®, allowing them to turn raw data into meaningful insights, resulting in better decision-making. In this session, we will cover the fundamentals of these powerful data analysis tools that are built into Excel®. Power Query is used to import, transform, and merge data from multiple sources, whilst Power Pivot is used to create relationships (i.e., links) between multiple data sources, allowing you to create pivot tables from connected datasets, removing many of the limitations and frustrations that users find with creating traditional pivot tables in Excel®. In this presentation, you will learn, using practical examples, how Power Pivot and Power Query work together to provide Business Intelligence and reporting functionality within the familiar environment of Excel® to provide you with better business insights and enable you to make more informed business decisions. This training is aimed at users of Excel® (2010 and above for Windows®) who wish to learn about Power Pivot and Power Query. Attendees should have at least intermediate knowledge of Excel® and be familiar with formulas and creating pivot tables. Power Pivot may not be available for your version of Excel®.

Learning Objectives
You will be able to identify steps to import data into Excel.
You will be able to recognize how to sync imported data with source data.
You will be able to recognize the importance of the data model.
You will be able to identify steps necessary to create a Power Pivot.

Instructor: Mike Thomas, theexceltrainer.co.uk
Runtime: 68 Minutes
(CE's: AIPB 1.0 - ASAP PACE 0.1 - IAAP 1.0)

Leadership Vs Management

Learn fundamental solutions to the challenges leadership and management face. Leadership and management face distinct challenges, each a little different. Leadership problems include effectively communicating a vision, difficulty building trust that cements strong relationships, and inspiring employees to give bring their A-game to work on a regular basis. On the other hand, management problems include ineffective planning, sloppy delegation, irritating micromanagement, and communication difficulties. Leadership and management problems cause employee disengagement. Research shows that employees don't leave companies, they leave managers, creating unnecessary recruitment, hiring, and training costs. This presentation teaches you fundamental principles that are common sense solutions to the challenges leadership and management face in the 21st century. The topics help individuals think strategically as a leader and think tactically as a manager. Aspects of people skills help managers accept employees as they are and while helping them grow professionally. The training helps leaders create connections and inspire employees to open their character gifts to help the organization retain their place in the chaotic marketplace. This program helps managers and leaders to develop a clear, compelling vision, foster open communication, and delegate tasks that empower team members. By understanding and addressing the challenges addressed in this program, organizations can create a harmonious balance between leadership and management for sustainable success. NOTE: Before you attend this webinar, assess the engagement/disengagement of your employees by going to www.KarlaBrandau.com and click on 'Use The Disengagement Calculator'

Instructor: Karla Brandau, CEO, Brandau Power Institute
Runtime: 65 Minutes
(CE's: ASA 1.0 - HRCI 1.0 - SHRM 1.0 - Nursing CEs through Medi-Sota)

How Artificial Intelligence is Transforming Customer Service

Learn how to leverage AI to streamline operations, improve satisfaction, and gain a competitive edge. Are you curious about how technology can revolutionize the way you engage with customers? Artificial Intelligence is reshaping customer service by providing faster responses, personalized interactions, and innovative solutions to long-standing challenges. But implementing AI isn't without hurdles--balancing efficiency with empathy, addressing ethical concerns, and meeting ever-evolving customer expectations can be daunting. In this session, we'll explore cutting-edge AI tools like chatbots, virtual assistants, and predictive analytics, as well as the benefits and challenges they bring. Learn how to leverage AI to streamline operations, improve satisfaction, and gain a competitive edge. Whether you're a decision-maker, service leader, or curious professional, this program will provide the knowledge and strategies you need to embrace AI with confidence and transform your customer service approach.

Instructor: Sherry Prindle, Professional Coach Academy
Runtime: 60 Minutes
(CE’s: ASAP PACE 0.1 - IAAP 1.0)

Dealing With Ethical Issues in the Workplace

Learn how to protect your ethical brand and help others navigate an ethically complicated workplace. Research demonstrates a significant and persistent gap between what executives and managers think about the effectiveness of their organization's ethical training program and how effective non-managers think the ethical training program is. This gap manifests in the ethical culture of the organization. This course will help you understand the nature of ethics issues and how subconscious factors like cognitive decision-making dynamics and brain chemistry can drive ethics issues. It will also identify several ethics issues that can arise in the workplace. This material will provide tools for handling issues like being asked to engage in unethical conduct by a manager or supervisor, being sexually harassed or assaulted, and your options in the face of potential retaliation. This material will also discuss the ethics of dating in the workplace and easy and fun ways to reboot your brain chemistry. This course is ideal for people who want to protect their ethical brand and help others navigate an ethically complicated workplace.

Learning Objectives
You will be able to identify the number one driver of the Great Resignation and the current ethical state of business in the U.S.
You will be able to recognize the nature of ethics decisions and drivers of unethical conduct.
You will be able to identify specific ethical issues regarding witnessing, and being expected to facilitate or ignore sexual harassment or sexual assault.

You will be able to recognize issues with retaliation.
Instructor: Victoria Vuletich, Ethics Squared, LLC
Runtime: 58 Minutes
(CE’s: CPE/NASBA 1.6 - IAAP 1.0 - HRCI 1.0 - SHRM 1.0 - Nursing CEs through Medi-Sota)

Trauma-Informed Care

Explore Trauma-Informed Care to enhance patient engagement, improve outcomes, and apply practical strategies in your practice. Trauma-informed care (TIC) recognizes the importance of understanding a patient's life experiences to provide effective care. It has the potential to enhance patient engagement, treatment adherence, health outcomes, and the well-being of both providers and staff. Addressing mental and behavioral health is a significant challenge that has given both speakers a unique perspective on trauma-informed care. Participants in the program should leave with practical applications that they can implement in their business or practice.

Instructor: Megan Farrow, MSN, RN, SANE, Nightingale College
Runtime: 64 minutes
(CE’s: Certificate of Completion- Nursing CEs through Medi-Sota)

Retention Application Strategies for Employees

Learn proven strategies to reduce turnover and boost engagement for a high-retention workplace. High employee turnover is a costly and disruptive challenge for organizations, leading to lost productivity, decreased morale, and significant financial strain. This topic provides a proven framework for reducing turnover and improving employee engagement using the Retention100™ assessment. Attendees will learn how to diagnose their organization's retention challenges, leverage data-driven strategies, and implement eight key pillars--from hiring right and recognition to communication and career development--that drive long-term employee commitment. By the end of the session, participants will have a clear action plan to create a thriving, high-retention workplace.

Instructor: William J. Rothwell, Ph.D., SPHR, SHRM-SCP, RODC, CPTD Fellow, Rothwell & Associates, Inc.
Runtime: 66 minutes
(CE’s: AIPB 1.0 - HRCI 1.0 - SHRM 1.0 - Nursing CEs through Medi-Sota)

Employee Benefits: Changes of Status Checklist

Gain a clear understanding of employee benefit plan compliance and strategies in addressing employee change in status events. Whether it's a termination of employment, change in employment status from full-time to part-time (or vise-a-verse), a change in status affecting welfare benefit plan coverage, or a leave of absence, there are a host of compliance items that employers must know and understand specific to their employee benefit plans. This course will discuss employee benefit plan compliance and strategies in addressing employee change in status events. Among the key topics that Jason will discuss include: • Events that may trigger mid-year election change opportunities under a cafeteria plan • Health plan coverage issues for various employee status changes/events • Retirement plan coverage and distribution considerations • Severance plan compliance and strategies Attendees will walk away from this webinar with a better understanding of the employee benefits issues that need to be addressed in the event of an employee status change under their retirement and welfare benefit plans.

Instructor: Jason A. Rothman, Calfee, Halter & Griswold LLP
Runtime: 66 minutes
(CE’s: AIPB 1.0 - ASA 1.0 - HRCI 1.0 - SHRM 1.0)

Personal Accountability and Why It Matters

Gain a better understanding of accountability and why it is important for performance. In most organizations, people are so busy they never get to focus on the work that is really important that they know should get done. Managers recognize this but don't know how to break the cycle of fighting fires. The first step? It starts with understanding accountability and why it is important for performance. Managers can then use this understanding to create a Value Added Plan for themselves that will be a road map for their most important work. This presentation will introduce the concept of accountability and an approach you can use to create an accountability framework for yourself and your team.

Learning Objectives
You will be able to identify why accountability matters.
You will be able to recognize the key components of Accountability.
You will be able to identify five things that every manager must do to be accountable.

Instructor: Dwight Mihalicz, MBA, CMC, Effective Managers
Runtime: 29 minutes
(CE’s: Certificate of Completion - Nursing CEs through Medi-Sota)

Question Title

* 3. Please list any topics you are interested in for future webinars

If you find any webinar topics beneficial to you or your staff, please contact Jennifer Gearman at jgearman@medi-sota.org. It's important to note that our webinars are offered free of charge and are accessible on-demand. CEU certificates will be sent directly from Lorman after each webinar's conclusion. However, please be aware that these CEUs can only be provided if the webinar is viewed in its entirety within 90 days. For those in need of Nursing CEUs, reach out to Jennifer Gearman, and she will verify completion and send the certificate promptly.

Please click SUBMIT to register for these webinars.

If you have not set up a free account with Lorman to view the Medi-Sota webinars, please contact Jennifer Gearman at jgearman@medi-sota.org for instructions/questions.