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Fall 2022 Will Be Here Before We Know It!

Reserve your spot for one of two available certificate courses!

Human Resources specialty certificate course

Thursdays from 1:00 – 2:00 p.m. Central time

A hands-on workshop covering HR-related duties and training to expand your knowledge and career opportunities. 

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Human Resources

Records Management specialty certificate course

Fridays from 12:00 – 1:00 p.m. Central time

An introduction to the discipline of Records Management, arming you with the Why, What and How of organizing, storing, accessing, and disposing of information once it is no longer needed.

READ MORE REGISTER NOW
Records Management

Live Session Dates

Starts on September 12, 2022

Ends on November 4, 2022

Both specialty certificate courses are worth 25 recertification points for CAP designees.

Pricing of specialty certificate courses

IAAP Members – $750

Nonmembers – $900

Includes all course materials – no additional fees are required!

Course fees are non-refundable and non-transferable. 

Not an IAAP member? Join today!

CAPstone Fall 2022

CAPstone Fall 2022 is 100% virtual and your opportunity to deep dive into Human Resources or Records Management. Both specialty certificate courses provide relevant and up-to-date content designed specifically for administrative professionals. Whether you are expanding your competencies for your current role or are looking to specialize for a new role, CAPstone offers just what you need, right to your home or office!


Courses are open to all administrative professionals but spaces are limited to ensure personalized learning, so register early!

While most of the content can be experienced at times convenient to you (asynchronous learning), both specialties require attendance at one live virtual 60-minute session per week (synchronous learning). These sessions create space to connect with your learning community and facilitator for questions, discussion, and engagement for high-level learning.

You’ll also be invited to a Virtual Meet & Greet before launch to get to know the platform, expectations, and your fellow learners and facilitator.

Specialty Certificate Course Facilitators

Maggie Peters

Human Resources Specialty Certificate Course

Maggie is passionate about the role Human Resources and Change Management plays in people’s lives and towards the overall success of organizations. Maggie’s knowledge and experience in Human Resources is deep and wide.She has spent her career in both public and private organizations of all sizes, small to Fortune 500.

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Julie Colgan

Records Management Specialty Certificate Course

Julie Colgan, a certified Records Manager (CRM) and certified Information Governance Professional (IGP), has over 20 years of experience as an advisor, consultant, executive and operational leader helping organizations identify, understand and manage the risks and capture the opportunities inherent in their information assets and business operations.

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Tera N. Ladner

Records Management Specialty Certificate Course

Tera N. Ladner, JD, IGP, CRM specializes in cloud implementations of information governance enabled technologies, e-discovery and litigation preparedness and assuring alignment to information security programs.Currently she leads the strategy and implementation of a state-of-the-practice information governance and eDiscovery program for Aflac Inc.

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What Your Peers Are Saying

Amal Candido, CAP

I found a lot of added value for this program, and it definitely has me thinking differently when planning an event in the future. The program had a lot of great information and resources to use and rely on, and the checklists and other tracking sheets that were shared will come in very handy to use instead of creating new ones or even reinventing the wheel.

Executive Assistant HUT 8 Mining

Dinah Somerville, CAP

A course well-worth your time and efforts. Practical everyday methodologies to increase productivity and staying on track. A stellar instructor who truly cares about each individual and teaching methodologies that are quantifiable, immediately impactful and above all, avenues for individual success.

Executive Administrative Assistant, JTS Health Partners

Dexter Allen, MBA, CAP

This course was very informing and engaging. It allowed me to think outside the box and become more involved at work with the information that I was receiving from the facilitator. The information confirmed some of the information that I learned over the years, as well as think of new ideas to incorporate in my daily responsibilities. This course has given me additional confidence in my ability to excel and strive to become a great asset to my organization. I was able to ask any questions and was provided with excellent responses. This course is worth taking and the case studies were a hit.

Executive Administrator/Special Assistant to President/CEO National Alliance for Caregiving

Monica Rodriguez, CAP

I learned so much in obtaining the Technology Specialty Certificate. I left the conference armed with new ideas, new strategies, and invigorated to return to work and try new things!

Senior Administrative Assistant, Bohannan Huston, Inc.

Human Resources Specialty Certificate Course

A hands-on workshop covering HR-related duties and training to expand your knowledge and career opportunities. 

This course is for you if you currently handle HR-related duties and desire more training or if you aspire to expand your HR knowledge and career opportunities. Even if you don’t currently have HR responsibilities, the HR Specialty Certificate will provide insights into workplace trends and how they may impact you. Have you ever wondered about what goes on ‘behind the scenes’ in the field of HR or what an HR Business Partner (HRBP) does? Find out in this course!

The employee lifecycle is about Attracting, Engaging, Developing, Rewarding, and Retaining talent. This practical, interesting, and interactive course will provide you with a well-rounded understanding of each of the functions of HR. Actual lessons learned, situations, stories, and cases will be referenced to further enhance your learning and understanding. You and your peers will then apply your knowledge on how you would handle specific cases.

  • Human Resources Overview
        • Attract, Engage, Develop, Retain, Reward
        • The Employee Lifecycle
        • HR Organizational Structures and Job Roles
  • HR Disciplines
        • Talent Acquisition & Onboarding
        • Diversity, Equity & Inclusion [DEI]
        • Total Rewards – Benefits, Compensation, Employee Experience
        • Employee Relations
        • Performance Management & Coaching
        • HR Technology
        • Learning & Development
        • Policies
        • HR Analytics/Metrics
        • Communications
        • HR Projects
  • Payroll
  • Legal Compliance (U.S.)*
  • Current Trends in the Workforce
  • Partnering with HR
  • Course Assessment / Case Studies

HR Specialty Certificate Course Outcomes:

  • Gain a practical understanding of how each of the HR disciplines fit together in the employee lifecycle
  • Engage in interactive discussions around real-life workplace situations
  • Learn about laws and potential compliance issues
  • Become up-to-date with current trends in the workplace
  • Identify ways you can benefit by successfully partnering with HR
  • Create a personalized career development plan

Please note: The information provided should not be construed as legal advice and is for educational purposes only.

Participants are required to be online at the same time for the 60-minute live weekly, virtual discussions; these take place every week on Thursdays at 1:00 p.m. Central time for the 8-week course on the Zoom platform. This course runs from September 12 through November 4, 2022.

Records Management Specialty Certificate Course

An introduction to the discipline of Records Management, arming you with the Why, What and How of organizing, storing, accessing, and disposing of information once it is no longer needed.

Besides its people, information is the most valuable asset of any organization. But the volume and variety of information that needs to be managed can oftentimes be staggering.

As the heartbeat of a department, division or an organization, the administrative professional is often tasked with managing information to assure it is available to those that rely on it to carry out their work. Sounds easy enough, but the task can quickly become overwhelming.

The Records Management Specialty Certificate will introduce you to the discipline of Records Management, arming you with the Why, What and How of organizing, storing, accessing, and disposing of information once it is no longer needed.

This course will cover the following:

  • Information Overload: Why we need to do Records Management
  • Cost
  • Complexity
  • Risk
  • Records Management Overview
  • The Information Lifecycle
  • Generally Accepted Recordkeeping Principles
  • Records Management as a discipline
  • Paper vs. electronic
  • To scan or not to scan
  • Retrieval considerations
  • Filing schemes
  • Naming conventions
  • Metadata
  • Storage considerations
  • Onsite/offsite
  • File shares, hard drives, archives
  • Cloud (e.g. Dropbox, SharePoint Online)
  • Retention and disposition
  • How long do we have to keep this?
  • Disposition considerations
  • Information Security starts with Records Management
  • Information access management
  • Secure storage
  • Secure destruction

We will conclude the course with an interactive Course Assessment exercise where participants will put their learning to the test

Participants are required to be online at the same time for the 60-minute live weekly, virtual discussions; these take place every week on Fridays at 12:00 p.m. Central time for the 8-week course on the Zoom platform.

This course runs from September 12 through November 4, 2022.

Maggie Peters
Human Resources Specialty Certificate Course

Maggie is passionate about the role Human Resources and Change Management plays in people’s lives and towards the overall success of organizations. Maggie’s knowledge and experience in Human Resources is deep and wide. She has spent her career in both public and private organizations of all sizes, small to Fortune 500. Her agility and business savvy have been built from the variety of industries she has supported including technology, consulting / professional services, distribution, manufacturing and defense/aerospace. Additionally, Maggie is a forward-thinking and innovative professional.

She holds a Bachelor of Science in Business Administration from the University of Central Florida and a Master’s in Business Administration from Webster University. Maggie currently holds four active HR certifications, Predictive Index (PI) Talent Optimization Consultant, Myers-Briggs Type Indicator (MBTI) certified practitioner, SHRM Senior Professional in HR (SPHR) and the HRCI Senior Certified Professional (SCP). She is trained in the Korn Ferry Leadership Framework and in Prosci ADKAR Change Management.

Julie Colgan
Records Management Specialty Certificate Course

Julie Colgan, a certified Records Manager (CRM) and certified Information Governance Professional (IGP), has over 20 years of experience as an advisor, consultant, executive and operational leader helping organizations identify, understand and manage the risks and capture the opportunities inherent in their information assets and business operations.

At Epiq, Julie leads the Solutions group which focuses on ensuring the solutions Epiq builds for its clients are creative, modern, financially rewarding and deliver exceptional operational outcomes that solve real-world business problems.

Tera N. Ladner
Records Management Specialty Certificate Course

Tera N. Ladner, JD, IGP, CRM specializes in cloud implementations of information governance enabled technologies, e-discovery and litigation preparedness and assuring alignment to information security programs. Currently she leads the strategy and implementation of a state-of-the-practice information governance and eDiscovery program for Aflac Inc. Aflac is a Fortune 200 company headquartered in Columbus, Georgia and the largest provider of supplemental insurance in the United States and Japan.

Prior to her position with Aflac, Tera directed the information governance program at SunTrust Bank in Atlanta, Georgia. Tera’s experience spans the legal aspects of compliance to the development and use of emerging technology for information governance.

Tera is past president of ARMA International. She has served both at the local and international level within ARMA since 1999 and credits her leadership skills to the experience gained from motivating volunteers. She is passionate about assuring the next generations of information governance professionals are equipped with the breadth of knowledge necessary for success in the industry.