01 Sep 2017

Live Training Webinars – September 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:

Tasks

CaseLink²  Users: Tues, September 5th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn all about setting and completing tasks in CaseLink². We will also explore reminders, setting tasks for other people in your office, and setting up task templates.

CaseLink Office Users: Wed, September 6th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn all about setting and completing tasks in CaseLink Office. We will also explore reminders and setting tasks for other people in your office.

UTC Codes

All Users: Tues, September 12th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Learn more about the use of transaction codes, tips for choosing the proper code, and the use of sub-codes and wildcards. Discover how these codes impact workflows in CaseLink, and where they appear on various reports.

Trustee’s Interim Reports (TIR)

CaseLink²  Users: Tues, September 19th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn how to prepare for your Trustee’s Interim Reports in CaseLink². See how to avoid common mistakes by using the UST Tool and Auditor to report accurate information for of all your cases on Forms 1, 2 and 3.

CaseLink Office Users: Wed, September 20th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

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

Trustee’s Distribution Report (TDR)

CaseLink²  Users: Tues, September 26th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn all you need to know about when and how to prepare your Trustee’s Distribution Report in CaseLink². Learn about matching scheduled claims and what can be done ahead of time while waiting for that final bank statement.

CaseLink Office Users: Wed, September 27th, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn all you need to know about when and how to prepare your Trustee’s Distribution Report in CaseLink Office. Learn about importing scheduled claims and what can be done ahead of time while waiting for that final bank statement.

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.
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