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Investor Reporting Training Begins Q3 2018

February 15, 2018

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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.

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