01 Nov 2017

Live Training Webinars – November 2017

0 Comment

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:

TFR Preparation

CaseLink²  Users: Weds, November 8th, 2017
1:00 pm ET/10:00 am PT (30 minutes)
Enroll here

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.

CaseLink Office Users: Weds, November 8th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

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.

Microsoft Word Advanced

All Users: Tues, November 14th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Skipping the basics, we will cover some of the more advanced features in Microsoft Word. We’ll cover using tables, tracking changes and keeping comments in a document and using styles among other things. Please watch the Microsoft Word Basics video from last month if you need a refresher.

Preparing for 1099/1096 Tax Season

CaseLink²  Users: Tues, November 21st, 2017
1:00 pm ET/10:00 am PT (30 minutes)
Enroll here

CaseLink Office Users: Tues, November 21st, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

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

Microsoft Excel Basics

All Users: Tues, November 28th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn some of the basics and tips and tricks to using Microsoft Excel. We’ll cover customizing your menus, keyboard shortcuts, and some basic formulas. Join us again next month for a more advanced course!

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.
Suggest a Class
Click Here to submit one or more topics for a future class.
[top]