Summa Tech Lunch and Learn

Dear All,

We’re pleased to invite you to join us for a Lunch & Learn session which will share more details on our Client Onboarding system – Summa Tech.

Please join this session from your desk and grab a coffee and doughnuts/sweet treats from the kitchen which will be provided for this event.

The session will take place on Wednesday 19^th March via Teams from 12:30pm to 1:45pm. The link to access this session is below:

Click Here to join Summa Tech Lunch and Learn – 19 March 2025

We will be joined by Dave Bashford, CTO and Founder of Summa Tech, and Zoe Jackson, Sales Enablement Lead, who will be able to share their expertise with us as well as answering any questions we have in a Q&A segment.

This session will be useful for existing users as well as an informative introduction for those of you who will be using the portal in the coming weeks, so we would strongly encourage you all to join us. If you are unable to make it, please ensure a representative from your team attends and provides feedback to you.

Session Agenda:

1. Introduction and Welcome – Tanya Johnson
2. Refresher on Compliance with a focus on the importance and key points of the KYC and Risk Assessment – Tanya Johnson
3. Overview of the Onboarding Process – Marnie Cavill
4. User Permissions, Pending Invoices, and e-Sign Functions – Sara Stevenson
5. Coming soon: an update on new features to Summa Tech – Dave Bashford and Zoe Jackson from Summa Tech
6. General Q&A Session – Dave Bashford and Zoe Jackson from Summa Tech

Please submit your questions in advance to marnie.cavill@affinia.co.uk, with the subject Summa Tech Lunch and Learn session – 19^th March 2025 and we will try and cover as many questions as time allows!

Remember this is an informative session, not a training session.   Full training will be provided to the relevant teams ahead of the software transition.

A recording of the Portal Training as well as Power Point slides from this session will be available on request.

Many Thanks,

Tanya Johnson