01 Dec 2015

Live Training Webinars – December 2015

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Live Training Webinars – December 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:

Paperless Office Tips
Thurs, Dec. 3, 2015

Join this session to learn some tips and tricks to making your office more efficient and productive by going paperless. Learn how to organize your scanned documents, which documents to keep in hard copy and which you can shred. Start the new year with less paper and more time.

All users: 3:00 pm ET/12:00 pm PT (30 minutes)

Preparing for 1099/1096 Tax Season
Tues, Dec. 8, 2015

Join this session to learn how to identify payees that require 1099s and what information you’ll need to run 1099s.

CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
CaseLink Web Users: 2:00 pm ET/11:00 am PT (30 minutes)

Tax Intercept Letters
Tues, Dec. 15, 2015

Join this session to learn why now is the best time to send out Tax Intercept Letters, how to use the tax calculator (CaseLink Office users only) and how to prepare tax intercept letters in CaseLink.

CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
CaseLink Web Users: 2:00 pm ET/11:00 am PT (30 minutes)

Unclaimed or Small Dividends
Tues, Dec. 22, 2015

Join this session to learn how to handle unclaimed or small dividends within CaseLink.

CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
CaseLink Web Users: 2:00 pm ET/11:00 am PT (30 minutes)

Real Estate Transactions
Tues, Dec. 29, 2015

Join this session to learn how to pull the numbers from your HUD 1 statement into your Gross to Net transaction in CaseLink. Make sure you are receiving the correct compensation for real estate transactions even if no funds pass through the estate accounts.

CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
CaseLink Web Users: 2:00 pm ET/11:00 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 ‘Course Catalog’ > ‘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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