01 Jan 2016

Live Training Webinars – January 2016

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Live Training Webinars – January 2016

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:

Tracking Trustee Payments
Tues, Jan. 5, 2016

CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
Join this session to learn how to track payments received from the court for all your no-asset cases. Learn how using this feature can keep you from missing out on your well-deserved earnings.

CaseLink Web Users: 2:00 pm ET/11:00 am PT (30 minutes)
Join this session to learn all about the Batch Fee Update system in CaseLink Web. See how to track partial and full payments, mark a case as IFP and run reports to help keep you on track with your payments.

Preparing for Trustee’s Interim Reports (TIRs)
Tues, Jan. 12, 2016

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)
Join this session to learn how to prepare for your Trustee’s Interim Reports in CaseLink. See how to avoid common mistakes and report accurate information for all of your cases on Forms 1, 2 and 3.

DocLink
Thurs, Jan. 14, 2016

All Users: 2:00 pm ET/11:00 am PT (30 minutes)
Join this session to learn all about DocLink and how to incorporate the efficiencies it provides you into your Trustee practice.

TFR Preparation
Tues, Jan. 19, 2016

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)
Join this session to brush up on everything you need to know to prepare your TFRs. We will go over a sample checklist and show how to find everything you need in CaseLink.

Asset Discovery
Thurs, Jan. 21, 2016

All Users: 2:00 pm ET/11:00 am PT (30 minutes)
Join this session to learn some tricks and tools to help you uncover hidden assets and maximize your estate values.

Preparing for 1099/1096 Tax Season
Tues, Jan. 26, 2016

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)
Join this session to learn how to identify payees that require a 1099 and what kinds of information you’ll need to run 1099s from within your BMS software.

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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