Upcoming Webinars

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Register below for one of our upcoming featured or live webinars. Click on a title to read more about that session and complete the online registration form.

Webinars are presented using RingCentral. Before choosing a course, please test the interface in advance by clicking here. If the RingCentral Join a Meeting window opens, you can access RingCentral. Please close the window. If you do not have access, contact your IT Department for help or access RingCentral outside your company’s firewall. Please use Chrome or Edge to access the webinars. Other web browsers may not be compatible, including Internet Explorer, Safari and Firefox.

Thursday, Dec. 7, 2 p.m. ET

General Dwight Eisenhower said “Plans are nothing. Planning is everything.”

While many things can affect a plan (higher rates and lower inventory, anyone?), the act of planning is where the value is. Learn the five-step GRASS method, three common mistakes to avoid and the most important (and sometimes the most difficult) thing your plan should include.

Monthly Webinars

In preparation for 2024, please visit our Training Videos and Podcasts page. 

Encompass Training

To sign up for any of the webinars listed below, email Jim at [email protected].

Encompass Business Rules 201

Description: BR201 More focus on advanced coding, conflict resolution in business rules and performance considerations.

Date/Time: November 28, 2023 at 4PM Eastern

Encompass – Intro to Dynamic Data Management

Description: How to use DDM to populate fee and field data in Encompass. With DDM you can replace your templates and field triggers that populate fee data in Encompass. If you have been thinking about using DDM but need a head start – this webinar can help.

Date/Time: December 4, 2023 at 4PM Eastern

Encompass – Intro to Enhanced Conditions (Preview)

Description: What are Enhanced Conditions, how to setup and use Enhanced Conditions in Encompass. Using Enhanced Conditions in Business Rules, Reports and Custom Print Forms. Converting your existing Conditions to Enhanced Conditions.

Date/Time: December 6, 2023 at 4PM Eastern

Encompass Access – Challenges & Root Causes

Description: This webinar is geared towards smaller and new Encompass users. It is also beneficial for those who are new to the admin role and are struggling to diagnose user challenges in Encompass.

Date/Time: December 13, 2023 at 4PM Eastern