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DTSTART;TZID=America/Toronto:20261106T160000
DTEND;TZID=America/Toronto:20261106T170000
DTSTAMP:20260917T213333Z
CREATED:20260917T213333Z
LAST-MODIFIED:20260917T213333Z
UID:10001056-1793980800-1793984400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmI1YmYzNGEtZThhNi00NjY2LThmNzItMDE3MTk2MTQ5NjRh%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmI1YmYzNGEtZThhNi00NjY2LThmNzItMDE3MTk2MTQ5NjRh%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:20261109T130000
DTEND;TZID=America/Toronto:20261109T133000
DTSTAMP:20260910T215943Z
CREATED:20260909T200208Z
LAST-MODIFIED:20260910T215943Z
UID:10000939-1794229200-1794231000@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTliZDVkMjAtZjk2NS00N2UwLWIzZjctNjI0YWNhMWRjZjQy%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTliZDVkMjAtZjk2NS00N2UwLWIzZjctNjI0YWNhMWRjZjQy%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:20261109T140000
DTEND;TZID=America/Toronto:20261109T150000
DTSTAMP:20260918T153435Z
CREATED:20260917T215706Z
LAST-MODIFIED:20260918T153435Z
UID:10001057-1794232800-1794236400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGViMTE1NDQtYzFkNS00YmIzLTk0YTgtMTUzYTFhMTFkYmVj%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGViMTE1NDQtYzFkNS00YmIzLTk0YTgtMTUzYTFhMTFkYmVj%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:20261110T123000
DTEND;TZID=America/Toronto:20261110T133000
DTSTAMP:20260918T155558Z
CREATED:20260918T155258Z
LAST-MODIFIED:20260918T155558Z
UID:10001058-1794313800-1794317400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDY0OGE1YzYtYTE4ZC00ZDBlLWFlMjAtMTQ3M2FjZGZlOWQ1%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDY0OGE1YzYtYTE4ZC00ZDBlLWFlMjAtMTQ3M2FjZGZlOWQ1%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:20261110T130000
DTEND;TZID=America/Toronto:20261110T163000
DTSTAMP:20260820T205226Z
CREATED:20260820T205226Z
LAST-MODIFIED:20260820T205226Z
UID:10000783-1794315600-1794328200@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive\, hands-on class\, Introduction to Maximizer FSE for Wealth Advisors\, to teach students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjM3MGVjMDMtZGFmMi00MzY4LTgyMDMtYTMxNWZkMTAzM2Yx%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjM3MGVjMDMtZGFmMi00MzY4LTgyMDMtYTMxNWZkMTAzM2Yx%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:20261110T163000
DTEND;TZID=America/Toronto:20261110T170000
DTSTAMP:20260918T155051Z
CREATED:20260909T200341Z
LAST-MODIFIED:20260918T155051Z
UID:10000940-1794328200-1794330000@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWE2OGVjZWQtNTdkOS00OTNiLWIyYzctZGQ3NTM4NmRlZDE2%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWE2OGVjZWQtNTdkOS00OTNiLWIyYzctZGQ3NTM4NmRlZDE2%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:20261112T130000
DTEND;TZID=America/Toronto:20261112T133000
DTSTAMP:20260817T220310Z
CREATED:20260817T220250Z
LAST-MODIFIED:20260817T220310Z
UID:10000755-1794488400-1794490200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjRlOGYyZGEtMjkyYS00ZWZjLWJhM2ItODE5YzAxYWJhMWQ2%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:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjRlOGYyZGEtMjkyYS00ZWZjLWJhM2ItODE5YzAxYWJhMWQ2%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:20261112T140000
DTEND;TZID=America/Toronto:20261112T143000
DTSTAMP:20260918T164353Z
CREATED:20260909T200552Z
LAST-MODIFIED:20260918T164353Z
UID:10000941-1794492000-1794493800@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTYwZmM0OTAtZTNlYi00MjE0LThiMzEtZDFkMWRkNDdmMDQw%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTYwZmM0OTAtZTNlYi00MjE0LThiMzEtZDFkMWRkNDdmMDQw%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:20261112T153000
DTEND;TZID=America/Toronto:20261112T163000
DTSTAMP:20260918T172922Z
CREATED:20260918T172056Z
LAST-MODIFIED:20260918T172922Z
UID:10001059-1794497400-1794501000@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODJlZDAwZGMtMzlmMi00ZmViLWJhMjAtYzZkYTA5YzdmZjNk%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODJlZDAwZGMtMzlmMi00ZmViLWJhMjAtYzZkYTA5YzdmZjNk%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:20261113T110000
DTEND;TZID=America/Toronto:20261113T120000
DTSTAMP:20260918T173045Z
CREATED:20260918T171903Z
LAST-MODIFIED:20260918T173045Z
UID:10001061-1794567600-1794571200@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmRiZDU4NGQtMDE2YS00NDJmLTljZWQtNmFjN2M5ZjhkN2Rl%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmRiZDU4NGQtMDE2YS00NDJmLTljZWQtNmFjN2M5ZjhkN2Rl%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:20261113T130000
DTEND;TZID=America/Toronto:20261113T143000
DTSTAMP:20260820T222450Z
CREATED:20260820T222425Z
LAST-MODIFIED:20260820T222450Z
UID:10000796-1794574800-1794580200@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive\, Introduction to IQ Boost™ for Wealth Advisors\, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTIwYzZjZjQtYTdkMi00YjUzLWJkNTctMzE0OTRiOWE0YzMz%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTIwYzZjZjQtYTdkMi00YjUzLWJkNTctMzE0OTRiOWE0YzMz%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:20261113T173000
DTEND;TZID=America/Toronto:20261113T180000
DTSTAMP:20260918T172637Z
CREATED:20260909T201612Z
LAST-MODIFIED:20260918T172637Z
UID:10000942-1794591000-1794592800@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjJkYzg1YjctZWNkZi00ZGNlLWEzMmUtODUzMjk3OWI0MTFl%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjJkYzg1YjctZWNkZi00ZGNlLWEzMmUtODUzMjk3OWI0MTFl%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:20261116T130000
DTEND;TZID=America/Toronto:20261116T140000
DTSTAMP:20260918T173548Z
CREATED:20260918T173426Z
LAST-MODIFIED:20260918T173548Z
UID:10001062-1794834000-1794837600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDE3NzA4YzktOGRjMi00YjJlLWJkMmQtYzVmNDQwY2FkYTVl%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDE3NzA4YzktOGRjMi00YjJlLWJkMmQtYzVmNDQwY2FkYTVl%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:20261116T173000
DTEND;TZID=America/Toronto:20261116T180000
DTSTAMP:20260918T173745Z
CREATED:20260909T202048Z
LAST-MODIFIED:20260918T173745Z
UID:10000943-1794850200-1794852000@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2VkNzkwNGEtMzVhZS00Mjc4LTg5MjQtZmQ2YTU2MTBmYTVl%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2VkNzkwNGEtMzVhZS00Mjc4LTg5MjQtZmQ2YTU2MTBmYTVl%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:20261117T130000
DTEND;TZID=America/Toronto:20261117T163000
DTSTAMP:20260820T205920Z
CREATED:20260820T205920Z
LAST-MODIFIED:20260820T205920Z
UID:10000784-1794920400-1794933000@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive\, hands-on class\, Introduction to Maximizer FSE for Wealth Advisors\, to teach students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWJmYmQyNTctMGI0Mi00ZGY2LWE2MDQtNmQ3OTU5MDgzNTRl%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWJmYmQyNTctMGI0Mi00ZGY2LWE2MDQtNmQ3OTU5MDgzNTRl%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:20261117T143000
DTEND;TZID=America/Toronto:20261117T150000
DTSTAMP:20260909T203107Z
CREATED:20260909T203027Z
LAST-MODIFIED:20260909T203107Z
UID:10000944-1794925800-1794927600@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDQ5MWIwOTgtOWRiYi00ZTZlLThmOTQtMWQzZDQ1NDUyZjQ5%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDQ5MWIwOTgtOWRiYi00ZTZlLThmOTQtMWQzZDQ1NDUyZjQ5%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:20261118T110000
DTEND;TZID=America/Toronto:20261118T113000
DTSTAMP:20260909T203619Z
CREATED:20260909T203619Z
LAST-MODIFIED:20260909T203619Z
UID:10000948-1794999600-1795001400@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzQ5YWRkMzktOWIxZS00MmRmLTgwYzQtMjJkMmZjMTEyODQ3%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzQ5YWRkMzktOWIxZS00MmRmLTgwYzQtMjJkMmZjMTEyODQ3%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:20261118T130000
DTEND;TZID=America/Toronto:20261118T133000
DTSTAMP:20260817T220451Z
CREATED:20260817T220451Z
LAST-MODIFIED:20260817T220451Z
UID:10000756-1795006800-1795008600@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDU0M2QwYjMtYzFkOS00MGI2LWI0NmItNjc1YWMxMTJiNzY5%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:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDU0M2QwYjMtYzFkOS00MGI2LWI0NmItNjc1YWMxMTJiNzY5%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:20261119T130000
DTEND;TZID=America/Toronto:20261119T133000
DTSTAMP:20260817T220727Z
CREATED:20260817T220727Z
LAST-MODIFIED:20260817T220727Z
UID:10000757-1795093200-1795095000@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTMwYWJlNTktNzk4NC00N2RiLWE5MjctODY3YjZkZjIxYzcy%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:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTMwYWJlNTktNzk4NC00N2RiLWE5MjctODY3YjZkZjIxYzcy%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:20261119T143000
DTEND;TZID=America/Toronto:20261119T150000
DTSTAMP:20260909T203831Z
CREATED:20260909T203831Z
LAST-MODIFIED:20260909T203831Z
UID:10000949-1795098600-1795100400@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDYzNDUyOWMtYWZiYi00M2E4LWIyMzUtN2RjYjMyYWVmNTA5%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDYzNDUyOWMtYWZiYi00M2E4LWIyMzUtN2RjYjMyYWVmNTA5%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:20261120T110000
DTEND;TZID=America/Toronto:20261120T113000
DTSTAMP:20260909T204245Z
CREATED:20260909T204245Z
LAST-MODIFIED:20260909T204245Z
UID:10000950-1795172400-1795174200@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDVmY2Q0MjktYTZhZS00OTRhLThkODEtNGVkMDNkMTg0MTJk%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDVmY2Q0MjktYTZhZS00OTRhLThkODEtNGVkMDNkMTg0MTJk%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:20261120T130000
DTEND;TZID=America/Toronto:20261120T143000
DTSTAMP:20260820T222935Z
CREATED:20260820T222559Z
LAST-MODIFIED:20260820T222935Z
UID:10000797-1795179600-1795185000@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive\, Introduction to IQ Boost™ for Wealth Advisors\, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmNhM2E5Y2EtOGM4Ni00MTg1LTg1YWEtY2ExN2RlODE3ZjQ2%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmNhM2E5Y2EtOGM4Ni00MTg1LTg1YWEtY2ExN2RlODE3ZjQ2%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:20261123T110000
DTEND;TZID=America/Toronto:20261123T113000
DTSTAMP:20260909T202428Z
CREATED:20260909T202428Z
LAST-MODIFIED:20260909T202428Z
UID:10000945-1795431600-1795433400@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTBhNGM5YjQtYzgxMi00NWY3LThlMTQtY2FhYTZjMzYxZjgx%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTBhNGM5YjQtYzgxMi00NWY3LThlMTQtY2FhYTZjMzYxZjgx%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:20261124T130000
DTEND;TZID=America/Toronto:20261124T163000
DTSTAMP:20260820T210958Z
CREATED:20260820T210742Z
LAST-MODIFIED:20260820T210958Z
UID:10000785-1795525200-1795537800@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive\, hands-on class\, Introduction to Maximizer FSE for Wealth Advisors\, to teach students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTVkOTQ5ZmYtZDFhMC00YjhkLWFlNDMtNDRjNzhlMzAyNzg1%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTVkOTQ5ZmYtZDFhMC00YjhkLWFlNDMtNDRjNzhlMzAyNzg1%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:20261124T143000
DTEND;TZID=America/Toronto:20261124T150000
DTSTAMP:20260909T203302Z
CREATED:20260909T203302Z
LAST-MODIFIED:20260909T203302Z
UID:10000947-1795530600-1795532400@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTc1MmZmNGEtMDNlNC00MTY5LWJjNWUtZDUyZDY4MDFlOWQx%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTc1MmZmNGEtMDNlNC00MTY5LWJjNWUtZDUyZDY4MDFlOWQx%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:20261125T110000
DTEND;TZID=America/Toronto:20261125T113000
DTSTAMP:20260909T204419Z
CREATED:20260909T204419Z
LAST-MODIFIED:20260909T204419Z
UID:10000951-1795604400-1795606200@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmU2NjU5ZWMtMmRjMS00NDAzLWJjOGItZGM4ODE3NDk5ZGNi%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmU2NjU5ZWMtMmRjMS00NDAzLWJjOGItZGM4ODE3NDk5ZGNi%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:20261125T130000
DTEND;TZID=America/Toronto:20261125T133000
DTSTAMP:20260817T220942Z
CREATED:20260817T220849Z
LAST-MODIFIED:20260817T220942Z
UID:10000758-1795611600-1795613400@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzhhYjkwMDUtY2QxZS00YzNmLWFmYjAtZjlmZjk5MmU2ZDRj%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:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzhhYjkwMDUtY2QxZS00YzNmLWFmYjAtZjlmZjk5MmU2ZDRj%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:20261126T130000
DTEND;TZID=America/Toronto:20261126T133000
DTSTAMP:20260826T140332Z
CREATED:20260817T221223Z
LAST-MODIFIED:20260826T140332Z
UID:10000759-1795698000-1795699800@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2UwNGMxMzQtZjk5Ni00NmU0LWJmMTEtNzQ4NzM3NDg5MjFl%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:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2UwNGMxMzQtZjk5Ni00NmU0LWJmMTEtNzQ4NzM3NDg5MjFl%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:20261126T143000
DTEND;TZID=America/Toronto:20261126T150000
DTSTAMP:20260909T204528Z
CREATED:20260909T204528Z
LAST-MODIFIED:20260909T204528Z
UID:10000952-1795703400-1795705200@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjZmZTg1YzUtMDIyNS00ZDNmLTgwYTQtNjllY2I1MTJlZTA5%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjZmZTg1YzUtMDIyNS00ZDNmLTgwYTQtNjllY2I1MTJlZTA5%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:20261127T110000
DTEND;TZID=America/Toronto:20261127T113000
DTSTAMP:20260909T205456Z
CREATED:20260909T205456Z
LAST-MODIFIED:20260909T205456Z
UID:10000953-1795777200-1795779000@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWM0ZjhhN2YtMDUwMC00YzdiLWI3ZjAtNDVmZjk2YmJhMGMz%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWM0ZjhhN2YtMDUwMC00YzdiLWI3ZjAtNDVmZjk2YmJhMGMz%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