Heidi Stephenson

• Implemented over 50 eLearning courses in just over six years. • Experience converting textbook only courses to interactive eLearning courses. • Deliver custom products for Canadian and International corporate clients on or before the agreed upon deadlines. • Train external consultants and writers to create content that align with the company’s standards. • Design and facilitate classroom training including participant and facilitator guides, activities and evaluations. • Project manage courses to ensure they meet regulatory requirements and expectations. • Lead projects that involved significant updates in large course including readability edits. • Work with internal stakeholders to implement consistent scope documents, QA process and project management practices. • Converted in person seminars to competency based and interactive webinars to help students prepare for a case-study financial planning proctored exam. • Developed three new courses that make up CSI’s Certificate in Bank Management. • Managed the content development for the Personal Lending and Mortgage course, with primary influence over the advance mortgage topics. • 2016 nominee for the Create Confidence award. “CSI sets the standard for financial services education in Canada as the most experienced and trusted educator endorsed by regulatory authorities across Canada. Since it was established in 1970 as the Canadian Securities Institute®, over three-quarters of a million financial professionals have chosen CSI for their career training and development.”