01 Jun 2015

Live Training Webinars – June 2015

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Live Training Webinars – June 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:

Unclaimed Funds and Small Checks
Wed, June 3, 2015

Attend this class to learn how to properly handle unclaimed funds and the remittance to the U.S.Bankruptcy Court. Also, in class we will review the handling of the diminimus funds (under $5.00) checks. Also, learn which reports you can run to help document the checks and include with the mailed payment.

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)

Preparing for an Audit
Thurs, June 11, 2015

Attend this session to learn how to leverage tools in CaseLink for a successful audit. In class we will review the Auditor feature, as well as several other tips for ensuring the data is in tip top shape. Learn about current audit trends and recent findings.

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)

Bank Reconciliation
Tues, June 16, 2015

Sign into this class to learn best practices for handling your monthly bank reconciliation in CaseLink. Learn when to print the Summary and Detail Reports, and requirements for handbook compliance. Also, learn about requirements for keeping and storing the Summary Reports.

CaseLink Office Users: 2:00 pm ET / 11:00 am PT (30 minutes)
CaseLink Web Users: 3:00 pm ET / 12:00 pm PT (30 minutes)

Complex Transactions
Wed, June 24, 2015

Attend this session to learn how to handle complex deposits and disbursements in CaseLink. This class will cover split transactions, gross transactions, and disbursements with multiple claim references. Learn how to properly generate the transactions and fix any incorrectly entered items.

CaseLink Office Users: 1:00 pm ET / 10:00 am PT (30 minutes)
CaseLink Web Users: 3:00 pm ET / 12:00 pm PT (30 minutes)

NEW!  Open Office Hours – Drop-ins Welcome
Thurs, June 18, 2015
Tues, June 30, 2015

During these 1-hour sessions, we’re available to assist with any questions you may have on a first-come, first-serve basis. Any topic is welcome. This is your chance to get live support for any topic so take a look at your cases and see what types of challenges you may face in the near future.
Especially helpful for new users of CaseLink Web.

Thurs, June 18, 2015: 1:00 pm ET / 10:00 am PT (1 hour)
Tues, June 30, 2015: 3:00 pm ET / 12:00 pm PT (1 hour)

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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