List of Open Enrollment Courses

List of Open Enrollment Courses


Governance and Relationship Management

Negotiating a partnership agreement with sound contract language and proper financing terms are both key steps in any agreement, however, one area that is constantly overlooked is establishing a strong governance framework. CORE research has indicated that partnership agreements without a governance framework can lose a tremendous amount of money through poor governance. This can lead to providers spending extra money to salvage and agreement, or consistently unhappy clients. – Neither side of the agreement is satisfied.

Our Governance and Relationship Management course identifies best practices in establishing a governance agreement with your partners. As well, we will share the right steps in establishing a relationship with your client, and how to broach the difficult issues, which will ultimately ensure a successful partnership agreement.

This course is part of the AOP Certification.



September 17-18 2018 (Toronto)

March 5-6, 2019 (Toronto)


Selecting the Service Provider/Negotiating the Contract:

Going out to market to find the right partner who will deliver the services required, but will also bring innovation to your service offering is key to getting ahead of your competition. Understanding how to go to market to find the right provider, and asking the right questions in negotiation is critical in forming a solid partnership foundation.

Our Selecting the Service Provider/Negotiating the Contract course outlines the key legal documents that can be used when you take an agreement to the marketplace, as well, what to be mindful of when writing and negotiating your agreement with your partner.

This course is part of the AOP Certification.


December 6-7, 2018 (Toronto)

April 25-26, 2019 (Toronto)


Transition Management:

CORE research indicates that we’re now on the third and fourth generation of large partnership agreements. During the evolution of an agreement, business needs will have changed, and the technology used to deliver services is constantly evolving. Being able to take stock of what you currently require from your partners, but also having an eye to the future will help formulate an effective transition plan.

Our Transition Management course highlights the key considerations that need to be accounted for before taking an existing agreement, or services currently delivered in-house to a new provider. We walk through the business continuity, financial, and human aspects of transitioning services.

This course is part of the AOP Certification.


October 18-19, 2018 (Toronto)

March 25-26, 2019 (Toronto)


Strategy and Scoping:

Before going out to market to find a service provider, it’s essential to step back and determine what you services you want to move to an external partner. This is the first step in ensuring that you won’t encounter scope creep with your providers, and it will provide clarity on what services you require from an external partner when you go to market.

Our Strategy and Scoping course we help participants determine what are the critical elements of their business in the minds of their clients, and determining the degrees of control that need to be written into partnership agreements that will allow your business to be agile, and meet the changing expectations of your clients.

This course is part of the AOP Certification.


January 24-25, 2019 (Toronto)

June 17-18, 2019 (Toronto)


Risk Management in Partnerships:

Understanding the risk factors that can come into play throughout the entire partnership agreement is essential to determining the overall success of an agreement.

In our Risk Management in Partnerships course we help participants determine how to gauge their risk appetite, and how to plan for anticipated and unanticipated risk events.  Incorporating a risk framework into a partnership agreement helps delineate clear lines of responsibilities in the event of unforeseen circumstances.   

Our Risk Management in Partnerships course details the best practices in risk management though a partnership lens, and complement our AOP courses, as we detail how to account for risk during the stages of the partnership lifecycle.


November 22-23, 2018 (Toronto)

May 28-29, 2019 (Toronto)

Sourcing for Digital Transformation:

Increasingly organizations rely on external service providers to assist in business processes or IT operations. In past decades, this was called outsourcing, as organizations moved assets, people and processes to outside vendors, and created contracts to buy the service from those vendors over an extended period. That practice continues today; however, the emphasis has shifted from outsourcing legacy/traditional services, to outsourcing for digital transformation (DX).  Organizations  recognize the importance of DX in competing with others, especially regarding customer interactions.

DX requires a combination of skills that are not readily available in-house, so there is an increasing reliance on external DX providers, both product vendors and consultants.  Primary motivation for external DX is rapid delivery, innovation and reliable services. CORE’s Digital Transformation course outlines how companies must manage DX providers using different models than traditional outsource providers, emphasizing delivery of competitive DX capability  measuring business outcomes not cost reduction.




April 10, 2019 (Toronto)


AOP Bundle Purchase all 4 transaction lifecycle courses at once for a bundle fee

Students completing all modules are eligible to attain the Accredited Outsourcing Professional (AOP) designation from CORE