Gain practical meeting-planning strategies and organizational tools to help reduce stress, improve efficiency, and increase confidence in day-to-day responsibilities.
Administrative professionals are expected to manage multiple responsibilities every day while maintaining professionalism, organization, confidentiality, and efficiency. From handling executive communications and sensitive records to coordinating meetings and adapting to evolving technology, administrative assistants play a critical role in business operations. This practical course designed to help administrative professionals strengthen essential workplace skills that support both their executives and their organizations. Attendees will learn best practices for maintaining confidentiality, communicating professionally via email and phone, staying compliant with workplace expectations, and using technology effectively in today's fast-changing environment.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Record Management
- Maintaining Confidential and Sensitive Records
- Best Practices for Document Retention and Organization
- Protecting Company Information and Preventing Data Leaks
- Staying Compliant With Workplace Policies and Procedures
Communication
- Professional Email Etiquette for Internal and External Communication
- Managing Executive Correspondence Professionally
- Proper Phone Etiquette and Handling Difficult Conversations
- Communicating With Confidence and Professionalism
Technology
- Appropriate Workplace Technology Usage
- Understanding Company Technology Expectations and Policies
- Staying Current With Evolving Technology Tools
- Using Technology to Improve Efficiency and Save Time
Financial Details
- Understanding Confidential Financial Information
- What Can and Cannot Be Shared Internally and Externally
- Protecting Sensitive Company and Executive Information
- Avoiding Common Confidentiality Mistakes
Meeting Set up
- Advance Planning Strategies for Successful Meetings
- Organizing Logistics, Materials, and Communication
- Managing Complex Scheduling Details
- Tools and Techniques for Staying Organized and Efficient
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Credit
More Program Information
Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on July 23, 2026.
Call 1-866-352-9540 for further credit information.
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services/Noggin Guru believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
MP3 Download
No credit available.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Aimee Reese
Shames Construction
- Executive Administrator and Executive Assistant with more than 30 years of professional administrative experience
- More than 25 years supporting C-level executives and senior leadership teams across complex business environments
- Experienced in executive communication, confidential information management, organizational operations, and strategic administrative support
- Published writer and thought leader on topics related to administrative professionals, workplace communication, leadership support, organization, and professional growth
- Certified Coaching Professional (CPLC)
- Experienced webinar presenter and trainer focused on workplace efficiency, communication, technology, and administrative excellence
- Strong background in meeting coordination, executive scheduling, travel management, and operational support
- Advocate for continued education, leadership development, and advancement within the administrative profession
- Can be contacted at [email protected] or 859-492-8438
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Credit
More Program Information
Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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