01 Aug 2017

Live Training Webinars – August 2017

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

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

Finding Assets

Join this session to learn some tricks and tools to help you uncover hidden assets and maximize your estate values. From buried treasures on the schedules to objects hidden in plain sight or discovered through social media, we’ll help you identify places and ways to dig.

All Users: Tues, August 1st, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Verifying Assets

Join this session to learn about how to use the Verify Assets feature. Learn what can be edited while assets are in draft mode and what gets locked down after assets get verified. Also learn how this tool works with your interim reports.

CaseLink²  Users: Tues, August 8th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

CaseLink Office Users: Wed, August 9th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Trustee’s FInal Report (TFR) Preparation

This class will cover all you need to know to prepare your TFRs. From what might make the UST reject it to where all the data on the TFR comes from in your software, we’ll help you get through it so you can close your cases.

CaseLink²  Users: Tues, August 15th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

CaseLink Office Users: Wed, August 16th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Bank Reconciliations

Join this session to learn about Bank Reconciliations and how to handle the tricky cases that might leave you stumped. Learn which reports to keep and how to divide duties to stay in compliance with the Trustee Handbook.

CaseLink²  Users: Tues, August 22nd, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

CaseLink Office Users: Wed, August 23rd, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

ECF Tool—Keeping Track of What is Getting Imported

CaseLink²  Users: Tues, August 29th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

With so many processes being automated in CaseLink², you may be wondering how to keep up with what is coming in, what changes are made, and what you may need to do manually. Join this session to learn all about how to find all the documents that have come into your software through ECF.

ECF and Exceptions

CaseLink Office Users: Wed, August 30th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this class to learn about how to find all the documents that have come in through ECF. Also learn how to manage exceptions for documents that weren’t automatically assigned to a case.

Tips for joining a live training:

  • Click the enroll link to be directly enrolled into the appropriate class via GoToTraining.
  • 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.
  • Upon joining, enter your audio PIN and keep your line on mute in order to avoid unnecessary background noise.
  • To mute/unmute your line, press *2.

Pre-recorded training courses – available on HelpLink.
Our recorded courses cover everything bankruptcy from A to Z including every aspect of our software plus case administration productivity tips. Visit HelpLink through your case administration software today and browse or search for specific BMS University training topics.
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Click Here to submit one or more topics for a future class.
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