the dtcc learning group pp mc

The DTCC Learning GroupThe DTCC Learning Group

Partners in Learning. Leaders in Solutions.

Partners in Learning Leaders in solutionsPartners in Learning. Leaders in solutions.

The DTCC Learning Group Philosophy:The DTCC Learning Group Philosophy:

Think. Solve business issues with learning solutions

A t h d h l h h

Engage. Communicate, share and facilitate

Act. Partner with our customers and help them achieve a greater standard of excellence and performance through learning solutions

DTCC Product Management DTCC Customer Help CenterDTCC Relationship Management

Value. DTCC Customer

Partners in Learning Leaders in solutionsPartners in Learning. Leaders in solutions.

is managed with the customer in mind. We apply our philosophyof think, act, and engage to every request made by our internal DTCC groups or directly by the customer.The DTCC Learning Group Process

Act. Engage.Think.Six Sigma

•Assess request •Assign consultant or team•Conceive strategy to alignwith business needs

•Apply best practices•Create solution

•Progress meetings •Post‐needs analysis•Post‐evaluation•Monthly course availabilitywith business needs •Monthly course availability newsletter

Partners in Learning. Leaders in solutions.Partners in Learning. Leaders in solutions.

is managed with the customer in mind. We apply our philosophyThe DTCC Learning Group Process g pp y p p yof think, act, and engage to every request made by our internal DTCC groups or directly by the customer.

g p

ThinkProduct Portfolio

ManagerThink.•Assess request •Assign consultant or team•Conceive strategy to alignwith business needs

VP Kaliym Islam

ManagerDebbie VicoliPM

Product PortfolioManagerTrish Ryan

Director Strategic LearningBobbi Edwards

ManagerAnalytics &TechnologyNashid Salahuddin

ManagerDelivery ServicesRoger Roess


is managed with the customer in mind. We apply our philosophyThe DTCC Learning Group Process g pp y p p yof think, act, and engage to every request made by our internal DTCC groups or directly by the customer.

g p

VP

Product PortfolioManagerVP

Kaliym IslamBlack Belt

Debbie VicoliTraining

PMProduct Portfolio

ManagerTrish RyanGreen Belt

Act.•Apply best practices•Create solution

Six Sigma

Director Strategic Learning Bobbi EdwardsGreen Belt

ManagerAnalytics &TechnologyNashid Salahuddin

Training

Green Belt

ManagerDelivery ServicesRoger RoessGreen Belt


our customer through various communication channels, performance reports, quantitative and qualitative data driven reports.The DTCC Learning Group Engages

Engage. •Progress meetings•Post‐analysis/opportunities•Post‐evaluation/summary•Monthly course availability newsletternewsletter



Engage. •Progress meetings •Post‐analysis/opportunities•Post evaluation/summary•Monthly course availability newsletter



Engage. •Performance reviews •Post‐analysis/opportunities•Post‐evaluation/summary•Monthly course availability newsletter


US: We develop learning solutions for our customers that resultThe DTCC Learning Groupin the more effective use of the products and services of DTCC subsidiaries.

Train. New hire or retraining needs, and customer onboarding

Educate. Needs analysis, product updates, data and performance reports

Learn Develop continuous learning opportunities professional developmentLearn. Develop continuous learning opportunities, professional development

Training Education Learning

•Podcasts•Webinars•Simulations

•Podcasts•Webinars•eLearning

•DTCC Certification Level 1•Settlement•Clearance•Securities Processing

Training Education Learning

•Help Files•User Guides

•Webcasts•Instructor‐LedClassroom

Securities Processing•Corporate Actions

•Customized Solutions•Online Learning communities

Partners in Learning. Leaders in solutions.

Podcast. Audio or visual file that you can download at any time.

•Podcasts•WebinarsSi l ti


•DTCC Certification Level 1•Settlement•Clearance•Securities Processing•Simulations


•eLearning•Webcasts•Instructor‐LedClassroom

•Securities Processing•Corporate Actions



Webinar. A Webinar is a live, interactive session led by a Learning Trainer.

•Podcasts•WebinarsSi l ti








Simulation. A guided tour, interactive illustration of a workflow, procedure, or case study.

•Podcasts•Webinars

•Simulations




g•Webcasts•Instructor‐LedClassroom




Help File. A file within the application which help users use DTCC systems.



•DTCC Certification Level 1•Settlement•Clearance•Securities ProcessingSimulations





Partners in Learning. Leaders in solutions

User Guide. A readily available document which explains how to use DTCC systems.

Quick Reference GUIDE

About this Guide About this Guide Th f thi id i t l i th

Quick Reference GUIDE

The purpose of this guide is to explain the process for submitting buy-ins to NSCC’s CNS (Continuous Net Settlement system) using the SMART/Track for Buy-ins application. Included are the steps and timelines for CNS buy-ins and retransmittals, cutoff times for submission, and answers to frequently asked questions.

F d t il d l ti f th SMART/T k fFor a detailed explanation of the SMART/Track for Buy-ins system, refer to the SMART/Track for Buy-ins User Guide or click the Help button in the browser application. For more information about the Continuous Net Settlement System, refer to the Settlement Service Guide at:http://www.dtcc.com/products/training/EDL_index.php

SMART/Track CNS BuySMART/Track CNS Buy--insins11/20/200811/20/2008

SMART/Track CNS BuySMART/Track CNS Buy--insins11/20/200811/20/2008



•DTCC Certification Level 1•Settlement•Clearance•Securities ProcessingSimulations






eLearning. An online, self‐paced, on‐demand course.


•Podcasts•Webinars

•eLearning

•DTCC Certification Level 1•Settlement•ClearanceSimulations



Clearance•Securities Processing•Corporate Actions



Webcast. A Webcast is a prerecorded training session (classroom or Webinar) delivered online.



•DTCC Certification Level 1•Settlement•ClearanceSimulations


e ea g

•Webcasts•Instructor‐LedClassroom

Clearance•Securities Processing•Corporate Actions





•DTCC Certification Level 1•Settlement•Simulations



•Clearance•Securities Processing•Corporate Actions


Partners in Learning

The DTCC Learning Group Partners with our customers as business consultantsto help them achieve a greater standard of excellence and performance through p g p glearning solutions.

•DTCC Certification Level 1•Settlement•Clearance•Securities Processing•Corporate Actions



The DTCC Learning Group partners with our customers as business consultantsto help them achieve a greater standard of excellence and performance through learning solutions.


The DTCC Learning Group


The DTCC Learning Group

•Leadership and professional

Learn.

development track•ROI methodology


The DTCC Learning Group Partners with our customers as business consultantsto help them achieve a greater standard of excellence and performance through learning solutions tailored to their needs

Case Study ‐ customized solution for major financial services institution • In‐classroom training (phase 1)

Courseware: The exercises, examples and/or simulations presented helped me understand

learning solutions tailored to their needs.

• In‐classroom training (phase 1)• eLearning &webinar (phase 2) • Certification Level 1 Pilot with ROI analysis

, p p pthe content.

68%

31%

1%

Strongly Agree

Agree

NeutralCourseware:

The exercises, examples and/or simulations presented helped me understand the content.

1%

68%

31%

Strongly Agree

Agree

NeutralReturn on Investment

40%

60%

80%

100%

0%

20%

40%

Strongly Agree 70.21% 69.15%

Agree 23.40% 24.47%

Neutral 6.38% 6.38%

Disagree 0% 0%

Strongly Disagree 0% 0%

This training w as a w orthw hile investment in my career

This training w as a w orthw hile investment for my employer.

•DTCC Certification Level 1•Settlement•Clearance•Securities Processing

Perceived Increase in Skill: Rate your INCREASE in skill level or know ledge of this content before versus

after the training.

10%

15%

20%

25%



0%

5%

10 -30%

40% 50% 60% 70% 80% 90% 100% Blank


The DTCC Learning Group partners, learns and engages with our customersthrough customized solutions, pilot programs, learning events, focus groups and an industry online learning community.

Partners in Learning. Leaders in solutionsPartners in earning. eaders in solutions

The DTCC Learning Group Invites You To:The DTCC Learning Group Invites You To:

Think. How can DTCC and The DTCC Learning Group

help solve your business issues with learning solutions?

Act. Contact your DTCC Relationship Manager to discuss your needs

Engage. Visit us: www.dtcc.com/products/trainingEmail us: [email protected]

Call us: 888 258 6393Call us: 888.258.6393

the dtcc learning group pp mc

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