Investor Reporting Training Begins Q3 2018
February 15, 2018
To help you prepare for the upcoming investor reporting changes, customer training will begin in Q3 2018 and continue through the May 2019 implementation date and beyond. We’ll provide a robust suite of training tools, including instructor-led webinars, learning clips and reference documents to help you incorporate the changes into your policies and procedures.
Training topics will include:
- Getting ready for the Investor Reporting Change Initiative.
- Testing and implementation of changes.
- Policy and functionality updates.
Sessions will include high-level overviews as well as detailed instruction, including step-by-step scenarios for deep-dive training. We're here to support your implementation efforts every step of the way.
To stay connected for the latest information: