01 Aug 2015

Live Training Webinars – August 2015

2 Comments

Live Training Webinars – August 2015

Learn to leverage BMS software solutions and services with exclusive training just for BMS clients.

All live webinar-style classes are now available through BMS University.
Don’t have a BMS University login?
It’s easy to enroll…just click here to request admission. You’ll receive your personal enrollment ID and password within 2 business days (or sooner).

 

The following is a list of live courses offered this month:

Tips for Claims Review
Tues, Aug. 4, 2015

Join this class to learn how to quickly and efficiently review claims. In the class for CaseLink Office users, we will cover reviewing the Proof of Claim, updating the notes in power edit mode, and matching scheduled claims to filed claims. For CaseLink Web users, we will cover reviewing the Proof of Claim, matching scheduled claims to filed claims, and customizing the Profile settings.

CaseLink Office Users: 12:00 pm ET / 9:00 am PT (30 minutes)
CaseLink Web Users: 1:00 pm ET / 10:00 am PT (30 minutes)

Exporting Data
Tues, Aug. 11, 2015

Attend this class to learn how to review and export data from CaseLink. In CaseLink Office, the export tool enables you to get very granular in your examination of data, and is very helpful when reviewing large sets of case data such as claims, assets and ledger activity. In CaseLink Web, many features enable you to export the data through the Export to Excel/CSV link.  All search results from the Advanced Search feature can be exported.  Also, case lists and query results can be exported.

CaseLink Office Users: 12:00 pm ET / 9:00 am PT (30 minutes)
CaseLink Web Users: TBD

341(a) Lite &  HTML Export Options
Tues, Aug. 18, 2015

Attend this session to learn about the benefits of both types of 341(a) exports available in CaseLink. In the class for CaseLink Office users, we will discuss the two different options and features each offers. Learn how to use DropBox to move your export file to your laptop for CaseLink Lite. For CaseLink Web users, we will discuss the options and features between the online and offline versions. Learn how to upload the results back to the cloud after using the offline feature.

CaseLink Office Users: 2:00 pm ET / 11:00 am PT (30 minutes)
CaseLink Web Users: 11:00am ET / 8:00 am PT (30 minutes)

Tracking & Paying Debtor Exemptions
Tues, Aug. 25, 2015

Log in to this class to learn how to track and pay the debtor portion of the exemption. We will review tips for paying immediately, and also how to set a reminder if your local rules require payment at distribution. We will also discuss the UTC code selection and how to ensure the transaction is flagged as non-compensable.

CaseLink Office Users: 12:00 pm ET / 9:00 am PT (30 minutes)
CaseLink Web Users: 1:00 pm ET / 10:00 am PT (30 minutes)

Tips for joining a live, webinar-based session:

  1. Log into BMS University with your username and password.
  2. Click on ‘My Courses’ > ‘Live Instructor Led Classes.’
  3. Click on the ‘Launch’ button to view a schedule of live, webinar-based classes.
  4. Click on the ‘Enroll’ button to gain access to the class.

Reminders:

  • Please join the training session at least 5 minutes before the start time. You may need to download a plug-in from Citrix GoToTraining in order for you to view the course properly.

BMS also offers over 150 pre-recorded training courses covering everything bankruptcy from A to Z as well as every aspect of our software and productivity techniques. Log into BMS University and browse or search for any topic.

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2 Responses to Live Training Webinars – August 2015
  1. Times are not posted for users of CaseLink Online. If I wanted to join Webinar how should I proceed or can I opt to listen to one that is NOT live?

    • Hi Gennie,
      CaseLink Online users should join the same sessions that are offered for CaseLink Office users as the software is exactly the same…just how you access the software is different. Once you decide on which class you wish to attend, you can follow the instructions in the right side bar of this web page (or at the bottom of the Friday BMS University training emails) to access BMS University where you will be able to find the specific GoToTraining information for each live class that we offer.

      If you have any further questions, feel free to contact the BMS training department (training@bmsadvantage.com).

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