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DTSTART;TZID=America/Toronto:20260615T113000
DTEND;TZID=America/Toronto:20260615T123000
DTSTAMP:20260615T140031
CREATED:20260522T135452Z
LAST-MODIFIED:20260526T120347Z
UID:10000359-1781523000-1781526600@www.maximizer.com
SUMMARY:Maximizer 201 – Relationship Management Essentials for Canaccord
DESCRIPTION:Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques\, relationship mapping\, and methods for organizing and retrieving information quickly. \nParticipants will learn how to create reusable searches\, improve data visibility\, and better understand relationships between contacts\, households\, and related entities. \nThis course is recommended for users who are comfortable with the basics of Maximizer and are ready to improve efficiency and data management practices. \nDuration: 50 Minutes \nPrerequisite: Maximizer 101 – Foundations of Maximizer CRM for Canaccord \nAgenda: \nSearching & Retrieving Information \n\nUsing Quick Search to locate records\nUnderstanding search best practices\nFinding client information quickly and efficiently\n\nAdvanced Search Techniques \n\nCreating Advanced Searches\nSaving and cataloging searches\nCreating Quick Access icons for saved searches\nRetrieving and managing search results\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Family Tree relationships\nAdding and managing Related Entries\nDisplaying Related Entries within Family Tree views\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTY3MDEyNDYtMzU5NS00MzAwLWJlOGMtN2IwZWY2YTUxNDA2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/4-financial.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTY3MDEyNDYtMzU5NS00MzAwLWJlOGMtN2IwZWY2YTUxNDA2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260615T110000
DTEND;TZID=America/Toronto:20260615T120000
DTSTAMP:20260615T140031
CREATED:20260522T134730Z
LAST-MODIFIED:20260522T134730Z
UID:10000355-1781521200-1781524800@www.maximizer.com
SUMMARY:Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
DESCRIPTION:Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. \nParticipants will learn how to create and manage Opportunities\, track deal progression\, visualize pipeline activity\, and maintain accurate opportunity data throughout the sales process. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nUnderstanding Opportunities \n\nWhat Opportunities are and why teams use them\nUnderstanding pipeline management concepts\nChoosing the appropriate process\n\nManaging Opportunity Records \n\nCreating Opportunities\nEditing Opportunity details\nUsing Key Fields effectively\nMoving Opportunities between stages\n\nPipeline Visibility & Activity Tracking \n\nSwitching between List View and Kanban Board\nManaging pipeline visibility\nLogging interactions against Opportunities\nTracking activity and follow-ups\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzQ3YTQzOWQtMDkzOC00OWY3LThiYzQtYmEzNjM1NDVjM2Mw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-headers-Fin-Serv-Loyalty.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzQ3YTQzOWQtMDkzOC00OWY3LThiYzQtYmEzNjM1NDVjM2Mw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260612T160000
DTEND;TZID=America/Toronto:20260612T164500
DTSTAMP:20260615T140031
CREATED:20260609T153802Z
LAST-MODIFIED:20260609T153802Z
UID:10000430-1781280000-1781282700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmFiMWZhYTYtZjFmOC00MGJkLWE1MjAtMjU5MTg1ZTI4ZTgw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmFiMWZhYTYtZjFmOC00MGJkLWE1MjAtMjU5MTg1ZTI4ZTgw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260612T150000
DTEND;TZID=America/Toronto:20260612T173000
DTSTAMP:20260615T140031
CREATED:20260522T141226Z
LAST-MODIFIED:20260604T214121Z
UID:10000363-1781276400-1781285400@www.maximizer.com
SUMMARY:Maximizer 101/201 - Foundations & Relationship Management for Canaccord
DESCRIPTION:Welcome to Maximizer 101/201\, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows\, helping advisors and support teams confidently manage client information\, interactions\, searches\, and related records within Maximizer. \nParticipants will learn how to navigate the platform efficiently\, maintain and organize client records\, capture important interactions\, retrieve information quickly using advanced search tools\, and better understand relationships between households\, contacts\, and related entities. The course also introduces workspace customization and productivity techniques designed to improve day-to-day CRM efficiency. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor demonstrating real-world workflows and best practices tailored to financial advisory teams. \nDuration: 2 Hours 20 Minutes \nAgenda \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding Households\, Contacts & Companies\nCustomizing the Maximizer interface\n\nManaging Client Records \n\nCreating and editing records\nUnderstanding key fields and details tabs\nCapturing and maintaining client information\n\nCapturing Client Activity \n\nRecording calls\, notes\, and interactions\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering and reviewing activity\nSearching by interaction type or user\nReviewing historical client activity\n\nSearching & Retrieving Information \n\nUsing Quick Search effectively\nCreating and saving Advanced Searches\nManaging search results and Quick Access icons\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Related Entries and relationships
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjdkYzQyNDAtOWYwMS00M2ZjLWIzNjQtNzAzOTM5NWI1NmQz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/01/28.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjdkYzQyNDAtOWYwMS00M2ZjLWIzNjQtNzAzOTM5NWI1NmQz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260612T150000
DTEND;TZID=America/Toronto:20260612T154500
DTSTAMP:20260615T140031
CREATED:20260609T153847Z
LAST-MODIFIED:20260609T153847Z
UID:10000429-1781276400-1781279100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGQ3MDM2YTMtY2U1Ni00ZTY0LTgyMTQtZDIzY2FlNDRlYjEz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGQ3MDM2YTMtY2U1Ni00ZTY0LTgyMTQtZDIzY2FlNDRlYjEz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260612T140000
DTEND;TZID=America/Toronto:20260612T144500
DTSTAMP:20260615T140031
CREATED:20260609T154126Z
LAST-MODIFIED:20260609T154126Z
UID:10000431-1781272800-1781275500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTIwOGJjODYtNzA2Yi00ZDZjLWJmNzAtZDBmZDc3Y2FhODBl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTIwOGJjODYtNzA2Yi00ZDZjLWJmNzAtZDBmZDc3Y2FhODBl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260612T130000
DTEND;TZID=America/Toronto:20260612T140000
DTSTAMP:20260615T140031
CREATED:20260522T134426Z
LAST-MODIFIED:20260522T134426Z
UID:10000352-1781269200-1781272800@www.maximizer.com
SUMMARY:Maximizer 303 – Leads Management in Maximizer for Canaccord
DESCRIPTION:Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. \nParticipants will learn how to manage leads consistently\, capture engagement activity\, and convert qualified leads into active opportunities. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nCreating & Managing Leads \n\nCreating a new Lead\nEditing and updating Lead information\nUnderstanding Lead management workflows\n\nCapturing Lead Activity \n\nLogging interactions and activities\nRecording notes and communications\nTracking follow-up tasks\n\nLead Conversion \n\nMoving Leads through the process\nConverting Leads\nCreating Opportunities from qualified Leads
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzI5ZTNhYzMtN2M2ZS00N2JjLWI2NjktODJmMWI4ODZkM2E5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/2025.09.16_maximizer-blog-headers-copy06.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzI5ZTNhYzMtN2M2ZS00N2JjLWI2NjktODJmMWI4ODZkM2E5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260612T130000
DTEND;TZID=America/Toronto:20260612T134500
DTSTAMP:20260615T140031
CREATED:20260605T153514Z
LAST-MODIFIED:20260605T153514Z
UID:10000426-1781269200-1781271900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWFiMGFkYmEtYTI2NC00ODAzLThmNmItNjUwNmRmODkyZjI5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWFiMGFkYmEtYTI2NC00ODAzLThmNmItNjUwNmRmODkyZjI5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260612T110000
DTEND;TZID=America/Toronto:20260612T114500
DTSTAMP:20260615T140031
CREATED:20260605T153416Z
LAST-MODIFIED:20260605T153416Z
UID:10000425-1781262000-1781264700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2MzNTE1MTYtMGViOC00MDFkLWFkNmUtMjM2YWZhNzVmYjc2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2MzNTE1MTYtMGViOC00MDFkLWFkNmUtMjM2YWZhNzVmYjc2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260612T090000
DTEND;TZID=America/Toronto:20260612T094500
DTSTAMP:20260615T140031
CREATED:20260605T153320Z
LAST-MODIFIED:20260605T153320Z
UID:10000424-1781254800-1781257500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NThlMTI5ODAtY2ExNy00MWI5LWFiYjEtM2Y5NzBkNDVlYWRi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NThlMTI5ODAtY2ExNy00MWI5LWFiYjEtM2Y5NzBkNDVlYWRi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260611T160000
DTEND;TZID=America/Toronto:20260611T170000
DTSTAMP:20260615T140031
CREATED:20260522T132548Z
LAST-MODIFIED:20260604T204929Z
UID:10000343-1781193600-1781197200@www.maximizer.com
SUMMARY:Maximizer 201 – Relationship Management Essentials for Canaccord
DESCRIPTION:Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques\, relationship mapping\, and methods for organizing and retrieving information quickly. \nParticipants will learn how to create reusable searches\, improve data visibility\, and better understand relationships between contacts\, households\, and related entities. \nThis course is recommended for users who are comfortable with the basics of Maximizer and are ready to improve efficiency and data management practices. \nDuration: 50 Minutes \nPrerequisite: Maximizer 101 – Foundations of Maximizer CRM for Canaccord \nAgenda: \nSearching & Retrieving Information \n\nUsing Quick Search to locate records\nUnderstanding search best practices\nFinding client information quickly and efficiently\n\nAdvanced Search Techniques \n\nCreating Advanced Searches\nSaving and cataloging searches\nCreating Quick Access icons for saved searches\nRetrieving and managing search results\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Family Tree relationships\nAdding and managing Related Entries\nDisplaying Related Entries within Family Tree views\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmE2OTc2ZmQtODk5MS00MzRjLWJkNTItYmI1MjRhMWFjNzM4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/4-financial.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmE2OTc2ZmQtODk5MS00MzRjLWJkNTItYmI1MjRhMWFjNzM4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260611T160000
DTEND;TZID=America/Toronto:20260611T164500
DTSTAMP:20260615T140031
CREATED:20260605T153112Z
LAST-MODIFIED:20260609T162641Z
UID:10000423-1781193600-1781196300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzMwMWU3ZmYtMGJhYS00MDRjLTg4MDEtZWJkZDZhMjgyOTdh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzMwMWU3ZmYtMGJhYS00MDRjLTg4MDEtZWJkZDZhMjgyOTdh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260611T150000
DTEND;TZID=America/Toronto:20260611T154500
DTSTAMP:20260615T140031
CREATED:20260605T153029Z
LAST-MODIFIED:20260605T153029Z
UID:10000422-1781190000-1781192700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDM5NWI3ZGYtNzQxZS00MjRiLWIxYjQtM2Q5MmU4YzE4YThm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDM5NWI3ZGYtNzQxZS00MjRiLWIxYjQtM2Q5MmU4YzE4YThm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260611T130000
DTEND;TZID=America/Toronto:20260611T134500
DTSTAMP:20260615T140031
CREATED:20260605T152932Z
LAST-MODIFIED:20260605T152932Z
UID:10000421-1781182800-1781185500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDU5MDkyMGYtNjU2Ni00Y2M1LWIwYTctNTc4NDk4NDZlMGNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDU5MDkyMGYtNjU2Ni00Y2M1LWIwYTctNTc4NDk4NDZlMGNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260611T110000
DTEND;TZID=America/Toronto:20260611T114500
DTSTAMP:20260615T140031
CREATED:20260605T152735Z
LAST-MODIFIED:20260605T152735Z
UID:10000420-1781175600-1781178300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjM3OWI1OWUtY2M5Ni00Njg1LTg2NDctMDBiNzM5MWVkZmZm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjM3OWI1OWUtY2M5Ni00Njg1LTg2NDctMDBiNzM5MWVkZmZm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260611T100000
DTEND;TZID=America/Toronto:20260611T110000
DTSTAMP:20260615T140031
CREATED:20260522T134131Z
LAST-MODIFIED:20260522T134131Z
UID:10000349-1781172000-1781175600@www.maximizer.com
SUMMARY:Maximizer 302 – Working in Outlook and Maximizer for Canaccord
DESCRIPTION:Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. \nParticipants will learn how to save important communications\, create leads\, manage tasks\, and access Maximizer information directly from Outlook. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nMaximizer & Outlook Integration \n\nLogging in to Maximizer from Outlook\nUnderstanding the Outlook integration interface\n\nManaging Emails & Activities \n\nSaving emails to Maximizer\nCreating Leads from email communications\nAdding notes and call logs\nCreating and assigning tasks\nScheduling appointments\n\nManaging Records in Outlook \n\nViewing record summaries and timelines\nReviewing record details\nEditing records directly from Outlook\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTUwOGZkNmItNDJlYi00NDY3LWIwZWYtYzUyZTk2MGRmOGJi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2023/10/outlook-blog-hero-image_6fca17f2270ca640c6faa5a4d4f3821a_2000.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTUwOGZkNmItNDJlYi00NDY3LWIwZWYtYzUyZTk2MGRmOGJi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260611T090000
DTEND;TZID=America/Toronto:20260611T094500
DTSTAMP:20260615T140031
CREATED:20260605T152628Z
LAST-MODIFIED:20260605T152810Z
UID:10000419-1781168400-1781171100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTJkNzA1ZGEtNTgxNy00ZmQyLThkYjktZDJmNGQwY2ViNDI5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTJkNzA1ZGEtNTgxNy00ZmQyLThkYjktZDJmNGQwY2ViNDI5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260610T160000
DTEND;TZID=America/Toronto:20260610T170000
DTSTAMP:20260615T140031
CREATED:20260522T133629Z
LAST-MODIFIED:20260522T133629Z
UID:10000345-1781107200-1781110800@www.maximizer.com
SUMMARY:Maximizer 301 – IQ Boost for Canaccord
DESCRIPTION:Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster\, uncover important client insights\, and improve overall efficiency. \nParticipants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. \nDuration: 50 Minutes \nPrerequisites:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nHousehold Summaries \n\nGenerating Household Summaries\nUnderstanding key insights and information\nReviewing recent activity and engagement\n\nPreparing for Client Meetings \n\nUsing summaries to prepare for meetings\nReviewing important client details and activities\nIdentifying opportunities and follow-ups\n\nTimeline Intelligence \n\nGenerating Timeline Summaries\nReviewing interaction history efficiently\nAsking questions using summary tools\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGRmNDljYzctNDU4YS00MTQ2LWIzMWMtNjczZjIzMTI0M2Q1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2025/09/Maximizer-IQBoost-feature-suggested-actions-scaled.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGRmNDljYzctNDU4YS00MTQ2LWIzMWMtNjczZjIzMTI0M2Q1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260610T160000
DTEND;TZID=America/Toronto:20260610T164500
DTSTAMP:20260615T140031
CREATED:20260603T195236Z
LAST-MODIFIED:20260605T163525Z
UID:10000417-1781107200-1781109900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGI2ZjcwY2UtOTEyYy00YzZhLWJiOTEtNzlhNzQyODljZWU4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGI2ZjcwY2UtOTEyYy00YzZhLWJiOTEtNzlhNzQyODljZWU4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260610T130000
DTEND;TZID=America/Toronto:20260610T134500
DTSTAMP:20260615T140031
CREATED:20260603T195258Z
LAST-MODIFIED:20260605T151306Z
UID:10000416-1781096400-1781099100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWYwMDAzNmYtNmQ0Zi00YTAzLWI0MzUtN2UyOGEwMWY3ZTE4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWYwMDAzNmYtNmQ0Zi00YTAzLWI0MzUtN2UyOGEwMWY3ZTE4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260610T110000
DTEND;TZID=America/Toronto:20260610T114500
DTSTAMP:20260615T140031
CREATED:20260603T195318Z
LAST-MODIFIED:20260605T151241Z
UID:10000415-1781089200-1781091900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTE5NzFjMjYtNmIwYi00NzZkLWE1NTMtOTQ1YWI1NGJlM2Nm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTE5NzFjMjYtNmIwYi00NzZkLWE1NTMtOTQ1YWI1NGJlM2Nm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260610T100000
DTEND;TZID=America/Toronto:20260610T113000
DTSTAMP:20260615T140031
CREATED:20260522T131900Z
LAST-MODIFIED:20260609T152102Z
UID:10000339-1781085600-1781091000@www.maximizer.com
SUMMARY:Maximizer 101 – Foundations of Maximizer CRM for Canaccord
DESCRIPTION:Welcome to Maximizer 101\, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure\, navigation\, and daily workflows within Maximizer\, ensuring advisors and support teams can confidently manage client information and interactions. \nThis course is ideal for new users of Maximizer CRM\, advisory assistants\, operations staff\, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently\, manage client records\, capture important interactions\, and customize their workspace for maximum productivity. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate real-world CRM workflows and best practices tailored to financial advisory teams. \nDuration: 90 Minutes \nAgenda: \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding the Maximizer data structure – Households\, Contacts & Companies\nCustomizing the interface\n\nManaging Client Records \n\nCreating new Household\, Contact\, and Company records\nSwitching between Household and Contact views\nUnderstanding the Details tab and Key Fields Lists\nEditing records and capturing client data\n\nCapturing Client Activity \n\nLogging and tracking interactions\nRecording calls and notes\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering Timeline activity\nSearching by user or interaction type\nSwitching Timeline views\nReviewing historical client activity
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTA2YzU3NGMtMmZkYS00NmJmLTk3ZjYtYzE3ZDY4MzNlZGQ4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/12/19.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTA2YzU3NGMtMmZkYS00NmJmLTk3ZjYtYzE3ZDY4MzNlZGQ4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260610T090000
DTEND;TZID=America/Toronto:20260610T094500
DTSTAMP:20260615T140031
CREATED:20260603T195347Z
LAST-MODIFIED:20260605T151217Z
UID:10000414-1781082000-1781084700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg2MzdjNTctYmUwMS00ZjIzLWJkNTktYzlhZmU2YWUxMTNk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg2MzdjNTctYmUwMS00ZjIzLWJkNTktYzlhZmU2YWUxMTNk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260609T160000
DTEND;TZID=America/Toronto:20260609T164500
DTSTAMP:20260615T140031
CREATED:20260529T145635Z
LAST-MODIFIED:20260605T152018Z
UID:10000402-1781020800-1781023500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGU4MjFmOTEtMmJkZi00YmE3LWE5Y2UtNjUyOGM2OThhOWI2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGU4MjFmOTEtMmJkZi00YmE3LWE5Y2UtNjUyOGM2OThhOWI2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260609T143000
DTEND;TZID=America/Toronto:20260609T151500
DTSTAMP:20260615T140031
CREATED:20260601T155829Z
LAST-MODIFIED:20260605T151739Z
UID:10000408-1781015400-1781018100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWJkODhjNjMtNmYxZS00NjQ4LTgwMGYtMzhmYzU3ZTk1NTBh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWJkODhjNjMtNmYxZS00NjQ4LTgwMGYtMzhmYzU3ZTk1NTBh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260609T130000
DTEND;TZID=America/Toronto:20260609T134500
DTSTAMP:20260615T140031
CREATED:20260529T150003Z
LAST-MODIFIED:20260605T151912Z
UID:10000405-1781010000-1781012700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjFkMDE1MTYtNTMzOC00ZGE0LWIxMDItMzliYjdiY2MzMDRh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjFkMDE1MTYtNTMzOC00ZGE0LWIxMDItMzliYjdiY2MzMDRh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260609T113000
DTEND;TZID=America/Toronto:20260609T123000
DTSTAMP:20260615T140031
CREATED:20260522T132425Z
LAST-MODIFIED:20260526T120541Z
UID:10000342-1781004600-1781008200@www.maximizer.com
SUMMARY:Maximizer 201 – Relationship Management Essentials for Canaccord
DESCRIPTION:Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques\, relationship mapping\, and methods for organizing and retrieving information quickly. \nParticipants will learn how to create reusable searches\, improve data visibility\, and better understand relationships between contacts\, households\, and related entities. \nThis course is recommended for users who are comfortable with the basics of Maximizer and are ready to improve efficiency and data management practices. \nDuration: 50 Minutes \nPrerequisite: Maximizer 101 – Foundations of Maximizer CRM for Canaccord \nAgenda: \nSearching & Retrieving Information \n\nUsing Quick Search to locate records\nUnderstanding search best practices\nFinding client information quickly and efficiently\n\nAdvanced Search Techniques \n\nCreating Advanced Searches\nSaving and cataloging searches\nCreating Quick Access icons for saved searches\nRetrieving and managing search results\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Family Tree relationships\nAdding and managing Related Entries\nDisplaying Related Entries within Family Tree views\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmEwMjA0MDEtNDg5Ni00ZDBlLTliNjEtOGNlYTI2OTI2MjNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/4-financial.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmEwMjA0MDEtNDg5Ni00ZDBlLTliNjEtOGNlYTI2OTI2MjNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260609T110000
DTEND;TZID=America/Toronto:20260609T114500
DTSTAMP:20260615T140031
CREATED:20260529T150342Z
LAST-MODIFIED:20260609T125450Z
UID:10000406-1781002800-1781005500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTU3Mzg0MWEtYTEwZi00N2U3LThhZjEtYzk2YjAxZjRkYmM3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTU3Mzg0MWEtYTEwZi00N2U3LThhZjEtYzk2YjAxZjRkYmM3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260609T090000
DTEND;TZID=America/Toronto:20260609T094500
DTSTAMP:20260615T140031
CREATED:20260529T145330Z
LAST-MODIFIED:20260605T152117Z
UID:10000400-1780995600-1780998300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTVmZTEzZjctYTBiZS00NTQ0LTllNjQtZjgzMDhlNWVmYTBh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTVmZTEzZjctYTBiZS00NTQ0LTllNjQtZjgzMDhlNWVmYTBh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260608T160000
DTEND;TZID=America/Toronto:20260608T164500
DTSTAMP:20260615T140031
CREATED:20260529T145446Z
LAST-MODIFIED:20260605T152053Z
UID:10000401-1780934400-1780937100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWM5YzY4NmItY2IxZS00ZDUxLWEyMmMtMjkzZTk3MjI5NTBm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWM5YzY4NmItY2IxZS00ZDUxLWEyMmMtMjkzZTk3MjI5NTBm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
END:VCALENDAR