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Navigate Change with Operating Policies and Procedures

September 15 @ 1:00 pm - 2:00 pm EDT

MossAdams CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.


In times of change and instability, having strong operating policies and procedures in place is critical to support organizational effectiveness, employee morale, and business continuity.

Join us for our webcast, Navigate Change with Operating Policies and Procedures. We’ll discuss how you can identify, update, and successfully implement operating policies and procedures that can help your organization function more efficiently through turbulent times. We’ll also cover:

  • Specific policy and procedure topics—such as human resources and compliance—that have become more critical in recent times
  • Proven methods to efficiently inventory, prioritize, and update policies
  • Strategies to implement and maintain policies and procedures so they stay relevant for your employees


Annie Rose Favreau, Manager, Moss Adams

Annie Rose helps public and social sector clients increase their impact through organizational assessments, strategic planning, and performance measurement development. With a focus on organizational development, she has a strong background in quantitative and qualitative research, strategic communications, and collaborative facilitation. Annie Rose has worked with a variety of clients including the Berkeley Public Library, city of Santa Monica, city of Stockton, city of Salem, Seattle Public Schools, and more.

Tammy Lohr, CFE, Manager, Moss Adams

Tammy specializes in assessing operational performance, evaluating organizational structure and staffing, identifying system and resource needs, and streamlining processes to improve operations for public sector organizations, including state and local government, school districts, and higher education institutions. She focuses on key elements of each engagement, including leading interviews with key stakeholders; reviewing and analyzing documents; developing findings and recommendations; and preparing and presenting reports and deliverables that meet professional audit and reporting standards, as well as client expectations.

Chelsea Ritchie, CPA, Manager, Moss Adams

Chelsea leads numerous internal audits, policy developments, and other consulting projects, as well as external financial statement and compliance audits for higher education, government, not-for-profit, financial institutions, and health care organizations. She has performed and supervised numerous audits in accordance with the Institute of Internal Auditors (IIA) International Standards for the Professional Practice of Internal Auditing, Government Auditing Standards (GAS), and Generally Accepted Government Auditing Standards (GAGAS). Chelsea also evaluates internal controls and risks related to accounting and finance functions, includes those surrounding treasury and banking processes, from both an internal and external audit perspective.

CPE Information

Business Management & Organization: 1

After completing this training, participants will be able to; discuss the importance of policies and procedures in the current environment to support organizational effectiveness and business continuity; identify ways policies and procedures can reveal opportunities to improve efficiency, effectiveness, and service delivery; and identify strategies to implement and maintain policies and procedures.


For more information about administrative policies regarding CPE, refunds or complaints, please contact Lauren Feeney at (206) 302-6406 or send them an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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