An executive assistant needs a broad skill set to be able to provide direct support to their organization's leadership. If you're pursuing a career as an executive assistant, this course will prepare you for the Certified Administrative Professional (CAP) and teach you key business management skills. This body of knowledge will help you thrive in an executive assistant role in any corporate office setting.
You will learn the intricacies of organizational communication, office and records management, and human resources fundamentals, among other topics. You'll also gain an understanding of financial and accounting terms, successful negotiation strategies, the marketing process, employment law, compliance and regulatory requirements, and licensing, permits, and taxes.
The CAP training course includes the IAAP membership, Exam study guide, and an exam voucher that covers the fee for the exam.
Instructor(s):Becky Swaim
Becky Swaim has taught since 2000, focusing on Administrative Assistant Fundamentals, Administrative Assistant Applications, and Individual Excellence. She holds a Bachelor of Arts in Speech Communication from California State University, Long Beach. Her experience includes managing large staff in medical billing and collections and as a program manager to various medical practices.
Katrina McBride
Katrina McBride's career reflects extensive experience in organizational leadership, marketing strategies, and market development in multinational corporate environments. Her leadership abilities have been utilized to develop new programs and functional areas. In director-level positions for Nortel Networks, she led strategy for competitive intelligence, emerging markets, and lead generation. McBride holds an M.A. in organizational management and a B.S. in psychology.
Katherine Squires Pang
Katherine Squires Pang, J.D., LL.M., M.Ed has practiced law with since 1983. She has served as an adjunct faculty member in the Graduate School of Management at the University of Texas, Dallas, and has been an adjunct faculty member of many universities, including New York University and the University of California, Irvine. She received her B.A. in 1980 from Clark University, her J.D. from the University of Dayton Law School in 1982, her LL.M in Taxation from Georgetown University Law School in 1983, and her M.Ed from the University of Texas in 2001.
Jerry L. Partridge
Jerry L. Partridge is a Certified Project Management Professional with experience as a project and program manager for a major retail organization. He is a certified instructor for IBM project management courses and hosts university seminars for project managers seeking certification. He has worked extensively with the Project Management Institute, previously leading a team that developed a practice standard for Earned Value Management Systems and volunteering as a subject matter expert for an update to the Project Management Body of Knowledge (PMBOK). Partridge holds a Master of Business Administration from Central Michigan University and a Bachelor of Science from Texas A&M University.
Requirements:
Hardware Requirements:
- This course can be taken on either a PC or Mac.
Software Requirements:
- PC: Windows 8 or later.
- Mac: macOS 12 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
- Microsoft Office (not included in enrollment) or LibreOffice (free).
- Adobe Acrobat Reader.
- QuickTime.
- Software must be installed and fully operational before the course begins.
Other:
- Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment. Textbook assignments in each lesson of the CAP course will be linked to the eBook for the designated reading.
- The Administrative Professional: Technology and Procedures (eBook)
The following textbooks will be shipped to you approximately 7-10 business days after enrollment in the Management Training course:
- Managing by the Numbers: A Commonsense Guide to Understanding and using your Company''s Financials
- Strategic Planning - A Pragmatic Guide
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Lesson 1
- Certified Administrative Professional
- Organizational Communication (Part 1)
- Understanding the Workplace Team
- Interacting with Stakeholders
- Communication Essentials
- Organizational Communication (Part 2)
- Networking
- Motivation, Leadership, And Change Management
- Public Speaking
- International Business
- Organizational Structures And Systems
- Legal And Ethical Issues
- Business Writing and Document Production
- Business Writing
- Software Applications
- Managing Hardware and Software
- Technology and Information Distribution
- Information Systems
- Telephone and Electronic Communication
- Copyright Laws and Intellectual Property
- Research and Analysis
- Managing Remote Meetings
- Information Distribution and Storage
- Office and Records Management
- Filing Standards
- File Security
- Creating Workspaces
- Managing Materials and Supplies
- Event and Project Management
- Event Scheduling And Management
- Travel Planning
- Meeting Coordination
- Project Management And Negotiations
- Human Resources
- Human Resources Terminology and Processes
- Employee Handbooks, Training, and Standard Operating Procedures
- Employee Records and Evaluation
- Staffing And Onboarding
- Human Resource Law and Harassment
- Financial Functions
- Budgeting Basics
- Introduction to Financial Statements
- Introduction to Banking and Statement Reconciliation
- Workplace Behaviors and Activities (Part 1)
- Goal Setting and Creativity
- Problem Solving and Decision Making
- Time Management and Stress Management
- Workplace Behaviors and Activities (Part 2)
- Planning And Controlling
- Multitasking
- Generational Distinctions
- Diversity and Inclusion
- Workplace Behaviors and Activities (Part 3)
- Supply chain management
- Purchasing and logistics
- Scheduling
- Customer service
- Becoming an Administrative Assistant and Advancing Your Career
- Duties and Traits
- Position Options
- Seeking Employment
- Career Planning
- Management Training
- Financial and Accounting Management
- Marketing Management
- Strategic Management in Operations
- Legal Issues in Operations
- Legal Aspects of Contracts
- Tax Issues
- Organizational Development and Change
- Negotiating Strategies
- Business Best Practices
- Organization Leadership and Decision Making
- Project Management for Executives
- Seven Management Disciplines
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