Webinar registration and the annual report
Practical information
Duration: 1 hour and 15 minutes
Costs: EUR 125,-
The webinar can be viewed immediately after registration.
Docent
Precious Chocolaad
Professional standards, ethical decision-making, and how to maintain your independence under pressure.
About this webinar
The quality of an annual report does not start at the end of the year, it is shaped by the way information is recorded throughout daily practice. Small decisions made during conversations directly influence what can be reported, how insights are formed, and how useful the final report becomes.
This webinar explores how registration and reporting can be approached as one continuous process. It shows how to record information in a way that is both practical and compliant, while safeguarding confidentiality at every step.
By connecting daily documentation with organisational reporting, the session helps translate individual cases into clear, anonymised insights that support reflection and improvement within organisations.
After completing this webinar
Participants understand why registration is the foundation of every annual report and how the two are connected
Participants know the difference between what belongs in a case file and
what belongs in the report
Participants understand what the GDPR requires for the processing of
personal data in this role
Participants can anonymise in a way that also prevents indirect re-
identification
Participants know how to set up secure storage, access control, and retention
periods
Participants are able to produce an annual report that provides accountability
and carries signal value for policy
Programme
Foundations: why we record
Registration as the basis of the annual report
Three purposes: inform, signal, account
Confidentiality as the anchor of every decision
The quarterly self-overview: working smarter
Safe registration in practice
What to record during and after a conversation
What to leave out and why
Direct and indirect identifiers
Personal notes vs. structured case file
GDPR requirements
What the law requires in plain language
Secure storage, access control, and encryption
Retention periods and secure destruction
Handover to a new CA: rules and consent
Building & presenting the annual report
From case file to anonymised report: step by step
Elements of the report and anonymisation checks
Audience, format, and how to create impact
Using the report to inform prevention policy
Target audience
This webinar is intended for internal and external confidential advisors who want to ground their role, as well as for individuals considering taking on the role. No prior knowledge is required.