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DTSTART;TZID=America/Toronto:20250930T130000
DTEND;TZID=America/Toronto:20250930T133000
DTSTAMP:20260427T131847
CREATED:20250912T140526Z
LAST-MODIFIED:20250912T140526Z
UID:10000125-1759237200-1759239000@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGE3YjMxMzAtYTFiZS00MjExLWI5ZGQtYjQ3ZDM4YjE2Zjc0%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
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_OGE3YjMxMzAtYTFiZS00MjExLWI5ZGQtYjQ3ZDM4YjE2Zjc0%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:20250930T120000
DTEND;TZID=America/Toronto:20250930T123000
DTSTAMP:20260427T131847
CREATED:20250912T140406Z
LAST-MODIFIED:20250912T140614Z
UID:10000124-1759233600-1759235400@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDc1ODZkY2YtZTA3OC00NmEwLWE5OWQtYjBkMDhjNjU1MjYy%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
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="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDc1ODZkY2YtZTA3OC00NmEwLWE5OWQtYjBkMDhjNjU1MjYy%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:20250925T130000
DTEND;TZID=America/Toronto:20250925T150000
DTSTAMP:20260427T131847
CREATED:20250912T132645Z
LAST-MODIFIED:20250912T133748Z
UID:10000117-1758805200-1758812400@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDc0ZmQxZDAtMDNiNC00N2ZmLWFjNmYtYWU1ZTY4ZWRhODJk%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/2025/08/2027.07_Maximizer_training-academy-header-image_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDc0ZmQxZDAtMDNiNC00N2ZmLWFjNmYtYWU1ZTY4ZWRhODJk%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:20250923T140000
DTEND;TZID=America/Toronto:20250923T143000
DTSTAMP:20260427T131847
CREATED:20250912T141222Z
LAST-MODIFIED:20250912T141222Z
UID:10000127-1758636000-1758637800@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2Y5Mjg5MzItZjRjNC00NWUxLWI3NWUtZDY1NGE0MzM0NDVk%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
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_Y2Y5Mjg5MzItZjRjNC00NWUxLWI3NWUtZDY1NGE0MzM0NDVk%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:20250923T130000
DTEND;TZID=America/Toronto:20250923T150000
DTSTAMP:20260427T131847
CREATED:20250912T133724Z
LAST-MODIFIED:20250912T133724Z
UID:10000118-1758632400-1758639600@www.maximizer.com
SUMMARY:Data Import and Migration Strategies
DESCRIPTION:Efficiently migrate data into Maximizer CRM with confidence and accuracy. This comprehensive class covers all aspects of data importing\, from file preparation through mapping and validation. Administrators will learn to handle complex import scenarios and troubleshoot common issues. \nAgenda: \n• Preparing import files: formatting dates\, phone numbers\, and names\n• Handling number columns and data validation\n• Understanding importable record types: Companies\, Contacts\, Households\, Accounts\, Client Service Cases\n• Import Actions: adding new records vs. updating existing records\n• Configuring “add only new records” and “update only existing records” options\n• Managing duplicate record scenarios and update preferences\n• Field mapping for different entry types\n• Understanding Field Actions and Field Formats\n• Creating and saving import templates for reuse\n• Testing imports with small data sets\n• Common import failures and troubleshooting techniques\n• Import validation and data quality assurance\n• Post-import cleanup and verification procedures \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-305 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWVhNzdiOTItMDhmOS00Y2ZmLWE5MDMtM2ZjYjIyMjk0N2Y2%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_6-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWVhNzdiOTItMDhmOS00Y2ZmLWE5MDMtM2ZjYjIyMjk0N2Y2%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:20250923T130000
DTEND;TZID=America/Toronto:20250923T133000
DTSTAMP:20260427T131847
CREATED:20250912T135751Z
LAST-MODIFIED:20250912T140625Z
UID:10000121-1758632400-1758634200@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWE2NjE4ZGUtNDNkMi00YzM4LTg3ZjQtMDAzYWJlNjg1YjJj%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
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_NWE2NjE4ZGUtNDNkMi00YzM4LTg3ZjQtMDAzYWJlNjg1YjJj%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:20250919T150000
DTEND;TZID=America/Toronto:20250919T153000
DTSTAMP:20260427T131847
CREATED:20250912T135355Z
LAST-MODIFIED:20250912T140634Z
UID:10000120-1758294000-1758295800@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDYxMGVjY2EtMGYxMy00YjZhLTlkNTItYjIxZGRlYmIwODJi%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
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_NDYxMGVjY2EtMGYxMy00YjZhLTlkNTItYjIxZGRlYmIwODJi%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:20250919T140000
DTEND;TZID=America/Toronto:20250919T143000
DTSTAMP:20260427T131847
CREATED:20250912T134055Z
LAST-MODIFIED:20250912T140644Z
UID:10000119-1758290400-1758292200@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzIyNTQzMGUtOGYyYi00ODdlLWJkOTgtYjllNDdmOGQ3MzIz%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
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_MzIyNTQzMGUtOGYyYi00ODdlLWJkOTgtYjllNDdmOGQ3MzIz%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:20250916T110000
DTEND;TZID=America/Toronto:20250916T130000
DTSTAMP:20260427T131847
CREATED:20250902T175028Z
LAST-MODIFIED:20250902T175028Z
UID:10000115-1758020400-1758027600@www.maximizer.com
SUMMARY:Customization and Views - Personalizing Your CRM Experience
DESCRIPTION:Learn to customize Maximizer CRM to match your workflow and preferences. This class covers how to create personalized views\, manage modules and tabs\, and configure user preferences. Advisors will discover how to make the system work more efficiently for their specific needs and client management style. \nAgenda: \n• Setting up User Preferences (Calendar sharing\, Hotlist\, startup options)\n• Creating and configuring email signatures\n• Working with Column Views: creating\, copying\, and modifying views\n• Exporting data to Excel from custom views\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Understanding and using Key Field Lists\n• Creating and switching between different field lists\n• Introduction to User Defined Fields and field types\n• Customizing the interface for optimal productivity\n• Understanding Action Plans: creation\, launch\, and modification \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-201 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTRkNjEyOTYtYzE4OC00YmIzLWJhYjQtNTc4MTZhZTdmYmJh%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/2025/08/2027.07_Maximizer_training-academy-header-image_2-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTRkNjEyOTYtYzE4OC00YmIzLWJhYjQtNTc4MTZhZTdmYmJh%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:20250911T130000
DTEND;TZID=America/Toronto:20250911T143000
DTSTAMP:20260427T131847
CREATED:20250725T182856Z
LAST-MODIFIED:20250819T163429Z
UID:10000025-1757595600-1757601000@www.maximizer.com
SUMMARY:Support Resources and Troubleshooting
DESCRIPTION:Ensure continuous productivity with comprehensive knowledge of Maximizer’s support ecosystem. This final class covers all available support resources\, common troubleshooting techniques\, and self-help tools. Advisors will gain confidence in resolving issues independently and knowing when to seek additional help. \nAgenda: \n• Overview of available support channels\n• Using Support Chat effectively\n• Navigating the Maximizer Knowledge Base\n• Accessing and utilizing YouTube training videos\n• Common issues and quick solutions\n• When to contact technical support vs. self-resolution\n• Creating support tickets and documentation\n• System maintenance and optimization tips\n• Staying updated with new features and updates\n• Building internal support networks and best practices sharing \nTime: \n90 minutes\, with time for questions \nClass Code: FSE-104 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjVjZWFkZmQtNjQxYi00MjAxLWFiNTQtMDlkOTY0MTc1OTVl%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/2025/08/2027.07_Maximizer_training-academy-header-image_1-14-min.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjVjZWFkZmQtNjQxYi00MjAxLWFiNTQtMDlkOTY0MTc1OTVl%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:20250911T110000
DTEND;TZID=America/Toronto:20250911T113000
DTSTAMP:20260427T131847
CREATED:20250825T152554Z
LAST-MODIFIED:20250910T160251Z
UID:10000114-1757588400-1757590200@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njk1NmUxNWUtMzYwMy00ZjdmLTgzMGItYmRmYjEyYTNkYzMw%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,Financial Services 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="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njk1NmUxNWUtMzYwMy00ZjdmLTgzMGItYmRmYjEyYTNkYzMw%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:20250910T130000
DTEND;TZID=America/Toronto:20250910T150000
DTSTAMP:20260427T131847
CREATED:20250728T190309Z
LAST-MODIFIED:20250814T230235Z
UID:10000031-1757509200-1757516400@www.maximizer.com
SUMMARY:App Directory and Advanced Integrations
DESCRIPTION:Expand Maximizer’s capabilities through third-party integrations and the App Directory. This advanced class explores available integrations\, implementation strategies\, and best practices for extending CRM functionality to meet specific business requirements. \nAgenda: \n• Overview of the Maximizer App Directory\n• Understanding available integration categories\n• Navigating and searching the App Directory effectively\n• Evaluating apps for business fit and technical requirements\n• Integration planning and implementation strategies\n• Step-by-step app integration process\n• Configuring app settings and permissions\n• Managing app updates and maintenance\n• Troubleshooting integration issues\n• Custom integration possibilities and API considerations\n• Security considerations for third-party integrations\n• User training for new integrated applications\n• Measuring integration success and ROI\n• Future integration planning and system scalability \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-306 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWFkZTcxZjQtMDdkZC00NzY4LWJmMzctMWFjZGU3NjNiYWI5%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-09-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWFkZTcxZjQtMDdkZC00NzY4LWJmMzctMWFjZGU3NjNiYWI5%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:20250909T163000
DTEND;TZID=America/Toronto:20250909T170000
DTSTAMP:20260427T131847
CREATED:20250825T152310Z
LAST-MODIFIED:20250910T160624Z
UID:10000111-1757435400-1757437200@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDFlNGZiOTQtZTFjYS00NTk2LTk5YzAtNTRiZDcyZGJhMjI1%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,Financial Services 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_MDFlNGZiOTQtZTFjYS00NTk2LTk5YzAtNTRiZDcyZGJhMjI1%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:20250909T130000
DTEND;TZID=America/Toronto:20250909T150000
DTSTAMP:20260427T131847
CREATED:20250725T182201Z
LAST-MODIFIED:20250814T225751Z
UID:10000024-1757422800-1757430000@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmJhYjZiYmItYjExNS00MTk3LWJiZTEtMDI5MjNiZTc5ZWYz%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/2025/08/2027.07_Maximizer_training-academy-header-image_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmJhYjZiYmItYjExNS00MTk3LWJiZTEtMDI5MjNiZTc5ZWYz%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:20250909T110000
DTEND;TZID=America/Toronto:20250909T130000
DTSTAMP:20260427T131847
CREATED:20250728T185737Z
LAST-MODIFIED:20250814T225856Z
UID:10000030-1757415600-1757422800@www.maximizer.com
SUMMARY:Data Import and Migration Strategies
DESCRIPTION:Efficiently migrate data into Maximizer CRM with confidence and accuracy. This comprehensive class covers all aspects of data importing\, from file preparation through mapping and validation. Administrators will learn to handle complex import scenarios and troubleshoot common issues. \nAgenda: \n• Preparing import files: formatting dates\, phone numbers\, and names\n• Handling number columns and data validation\n• Understanding importable record types: Companies\, Contacts\, Households\, Accounts\, Client Service Cases\n• Import Actions: adding new records vs. updating existing records\n• Configuring “add only new records” and “update only existing records” options\n• Managing duplicate record scenarios and update preferences\n• Field mapping for different entry types\n• Understanding Field Actions and Field Formats\n• Creating and saving import templates for reuse\n• Testing imports with small data sets\n• Common import failures and troubleshooting techniques\n• Import validation and data quality assurance\n• Post-import cleanup and verification procedures \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-305 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWQ1NmVjNDEtMTcwOC00ZWU0LTkwYTktZjY4NmFiZGJiNzBk%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_6-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWQ1NmVjNDEtMTcwOC00ZWU0LTkwYTktZjY4NmFiZGJiNzBk%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:20250904T130000
DTEND;TZID=America/Toronto:20250904T150000
DTSTAMP:20260427T131847
CREATED:20250725T181525Z
LAST-MODIFIED:20250814T230959Z
UID:10000023-1756990800-1756998000@www.maximizer.com
SUMMARY:Customization and Views - Personalizing Your CRM Experience
DESCRIPTION:Learn to customize Maximizer CRM to match your workflow and preferences. This class covers how to create personalized views\, manage modules and tabs\, and configure user preferences. Advisors will discover how to make the system work more efficiently for their specific needs and client management style. \nAgenda: \n• Setting up User Preferences (Calendar sharing\, Hotlist\, startup options)\n• Creating and configuring email signatures\n• Working with Column Views: creating\, copying\, and modifying views\n• Exporting data to Excel from custom views\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Understanding and using Key Field Lists\n• Creating and switching between different field lists\n• Introduction to User Defined Fields and field types\n• Customizing the interface for optimal productivity\n• Understanding Action Plans: creation\, launch\, and modification \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-201 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGRjNDhiM2YtMjQ2Yi00MGRmLWJjMjMtYjNiYWYwODAwZGI5%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/2025/08/2027.07_Maximizer_training-academy-header-image_2-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGRjNDhiM2YtMjQ2Yi00MGRmLWJjMjMtYjNiYWYwODAwZGI5%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:20250904T110000
DTEND;TZID=America/Toronto:20250904T113000
DTSTAMP:20260427T131847
CREATED:20250825T152507Z
LAST-MODIFIED:20250825T152507Z
UID:10000113-1756983600-1756985400@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://www.maximizer.com/class/1-on-1-dedicated-admin-support-10/
CATEGORIES:Administrators,Financial Services 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="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/1-on-1-dedicated-admin-support-10/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250903T150000
DTEND;TZID=America/Toronto:20250903T170000
DTSTAMP:20260427T131847
CREATED:20250728T180533Z
LAST-MODIFIED:20250814T230905Z
UID:10000029-1756911600-1756918800@www.maximizer.com
SUMMARY:Microsoft Integration Suite - Outlook and Word
DESCRIPTION:Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration\, enabling administrators to configure email synchronization\, document templates\, and automated correspondence features. \nAgenda: \n• Obtaining and installing Outlook Integration\n• Configuring Maximizer Outlook Integration preferences\n• Setting up synchronization options and schedules\n• Saving emails to Contact List entries\, Accounts\, and Client Service Cases\n• Creating contacts directly from email communications\n• Email tracking setup and management\n• Creating and managing tracking lists\n• Tracking email threads and conversation history\n• Installing and configuring Word Integration\n• Adding merge fields to Word documents\n• Creating\, modifying\, and retrieving document templates\n• Saving document templates to Maximizer\n• Creating mailing labels and envelopes\n• Troubleshooting integration issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-304 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzEwNWMxODctMGNlMy00ZDY3LThiYTUtODQyYWE0YWQ5NmI2%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-11-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzEwNWMxODctMGNlMy00ZDY3LThiYTUtODQyYWE0YWQ5NmI2%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:20250902T163000
DTEND;TZID=America/Toronto:20250902T170000
DTSTAMP:20260427T131847
CREATED:20250825T152226Z
LAST-MODIFIED:20250825T152226Z
UID:10000110-1756830600-1756832400@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://www.maximizer.com/class/1-on-1-dedicated-admin-support-7/
CATEGORIES:Administrators,Financial Services 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://www.maximizer.com/class/1-on-1-dedicated-admin-support-7/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250902T130000
DTEND;TZID=America/Toronto:20250902T153000
DTSTAMP:20260427T131847
CREATED:20250725T180731Z
LAST-MODIFIED:20250814T231209Z
UID:10000022-1756818000-1756827000@www.maximizer.com
SUMMARY:Advanced Searching\, Reports\, and Data Management
DESCRIPTION:This class focuses on various search methods and techniques to locate client data efficiently. Participants will learn to create saved searches\, use advanced search criteria\, and organize information using favourite lists for instant access. In addition\, participants will learn how to locate and run interaction-based reports\, and how to perform essential data management tasks. \nAgenda: \n• Advanced Search: searching within specific fields and criteria\n• Creating and managing Catalog Searches\n• Saving searches for future use\n• Setting up Quick Access Icons for saved searches\n• Creating and managing Favourite Lists\n• Adding and removing entries from Favourite Lists\n• Creating Quick Access icons for Favourite Lists\n• Creating and running Interaction reports\n• Combining duplicate records and data cleanup techniques\n• Using global edit for mass record updates\n• Moving contacts between Companies and Households\n• Best practices for data entry and organization \nTime: \n150 minutes\, with time for questions \nClass Code: FSE-103 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTFiNjBiMDYtM2IxMS00YjliLWFkNTAtNDUxMzJjZGViMTRl%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/2024/12/Sales-Leadership-styles_blog.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTFiNjBiMDYtM2IxMS00YjliLWFkNTAtNDUxMzJjZGViMTRl%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:20250829T130000
DTEND;TZID=America/Toronto:20250829T150000
DTSTAMP:20260427T131847
CREATED:20250725T175900Z
LAST-MODIFIED:20250814T230806Z
UID:10000021-1756472400-1756479600@www.maximizer.com
SUMMARY:Client Management
DESCRIPTION:Streamline your client interactions and stay organized with Maximizer’s communication and task management features. This class covers logging interactions\, managing tasks\, scheduling appointments\, and using action plans to automate repetitive processes. Perfect for advisors who want to enhance their client service and follow-up capabilities. \nAgenda: \n• Logging Interactions: calls\, meetings\, and client touchpoints\n• Adding new Interaction types for specialized activities\n• Making and receiving calls through Maximizer\n• Adding Notes and Files to client records\n• Task management: creating\, assigning\, and reassigning tasks\n• Viewing completed vs. pending tasks\n• Managing tasks for individuals or teams\n• Scheduling appointments and adding attendees\n• Setting up email notifications for appointments \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-102 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjUwZmJjMTktMGVlMC00N2ViLWJkN2QtYmZhZjBlYjM3YjA0%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/2025/08/2027.07_Maximizer_training-academy-header-image_5-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjUwZmJjMTktMGVlMC00N2ViLWJkN2QtYmZhZjBlYjM3YjA0%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:20250828T150000
DTEND;TZID=America/Toronto:20250828T170000
DTSTAMP:20260427T131847
CREATED:20250728T175500Z
LAST-MODIFIED:20250814T230709Z
UID:10000027-1756393200-1756400400@www.maximizer.com
SUMMARY:Advanced Client Management - Accounts\, Client Service\, and Leads
DESCRIPTION:Dive deep into Maximizer’s advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization’s specific needs. \nAgenda: \n• Creating and viewing Accounts in detail\n• Setting up Account Objectives and defining Products/Services\n• Managing Account Status and monitoring systems\n• Creating Account Processes and Stages\n• Configuring Products\, Services\, and Categories\n• Advanced Account search capabilities and Search Catalog\n• Customizing Account Key Fields and User Defined Fields\n• Managing Account Interactions\, Notes\, Tasks\, and Files\n• Understanding the Account Timeline feature\n• Pipeline Reports and Accounts Timeline Reports\n• Lead creation and management processes\n• Lead Process and Stages configuration\n• Converting leads to accounts\n• Client Service case creation\, assignment\, and escalation \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-302 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTZiM2QwZmMtNmMzYy00YjE1LThhNmEtYTRmNDI3ZmQ0NmQy%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-10-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTZiM2QwZmMtNmMzYy00YjE1LThhNmEtYTRmNDI3ZmQ0NmQy%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:20250828T130000
DTEND;TZID=America/Toronto:20250828T150000
DTSTAMP:20260427T131847
CREATED:20250725T174933Z
LAST-MODIFIED:20250814T230603Z
UID:10000020-1756386000-1756393200@www.maximizer.com
SUMMARY:Maximizer Fundamentals – Navigation\, Searching\, and Creating new Records
DESCRIPTION:This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system\, understand the three types of records\, review a client profile\, and create new records. In addition\, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system\, locate\, review\, and add client information. \nAgenda: \n• Introduction to Maximizer CRM interface and navigation: Column View\, Following Window\, Module Menu\, and Actions Menu\n• Navigating the Column View and Switching Views\n• Understanding the 3 types of Records: Company\, Contacts\, and Households\n• The Quick Search function: Address Searches\, Search Parameters\, and Maximizer Quick Search tricks\n• Using Recent Entries for fast access\n• Retrieving all entries vs. filtered searches\n• Reviewing a client profile: Details Tab\, Following Tabs\, and Key Fields\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Editing and modifying a record and updating field data\n• Adding new records to the Maximizer database via the interface (Address Book/Contact List)\n• Timeline feature: centralized interaction history \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-101 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGZhZDgwNWItMGFjNS00YmNiLTg2YzYtMWU5Mzc3ZWUzZDE4%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/2025/08/2027.07_Maximizer_training-academy-header-image_1-12-min.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGZhZDgwNWItMGFjNS00YmNiLTg2YzYtMWU5Mzc3ZWUzZDE4%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:20250828T110000
DTEND;TZID=America/Toronto:20250828T113000
DTSTAMP:20260427T131847
CREATED:20250825T152419Z
LAST-MODIFIED:20250825T152419Z
UID:10000112-1756378800-1756380600@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://www.maximizer.com/class/1-on-1-dedicated-admin-support-9/
CATEGORIES:Administrators,Financial Services 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="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/1-on-1-dedicated-admin-support-9/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250826T163000
DTEND;TZID=America/Toronto:20250826T170000
DTSTAMP:20260427T131847
CREATED:20250825T152104Z
LAST-MODIFIED:20250825T152104Z
UID:10000109-1756225800-1756227600@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://www.maximizer.com/class/1-on-1-dedicated-admin-support-6/
CATEGORIES:Administrators,Financial Services 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://www.maximizer.com/class/1-on-1-dedicated-admin-support-6/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250826T130000
DTEND;TZID=America/Toronto:20250826T150000
DTSTAMP:20260427T131847
CREATED:20250728T174755Z
LAST-MODIFIED:20250814T230443Z
UID:10000026-1756213200-1756220400@www.maximizer.com
SUMMARY:System Administration Fundamentals
DESCRIPTION:Master the core administrative functions that keep Maximizer running smoothly. This class covers essential system preferences\, user management\, security configurations\, and data integrity measures. Ideal for administrators responsible for day-to-day system operations and user support. \nAgenda: \n• Configuring Address Book\, Accounts\, and Client Service preferences\n• Setting up and managing Duplicate Checklists\n• Understanding Date Last Modified tracking\n• Configuring System Fields and Mandatory Fields\n• User management: adding new users and copying preferences\n• Enabling\, disabling\, and managing user accounts\n• Password reset procedures and security policies\n• Understanding user rights\, roles\, and privileges\n• Unlocking user accounts and managing lockout duration\n• Password complexity requirements and enforcement\n• Setting up Security Groups and Teams\n• Implementing and managing system auditing\n• Data backup and recovery considerations \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-301 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmU2ZWY1NWUtZDY3Ny00NDA2LWE5ZjItMmU2MjdmNzEwZWUz%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-13-min.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmU2ZWY1NWUtZDY3Ny00NDA2LWE5ZjItMmU2MjdmNzEwZWUz%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:20250821T130000
DTEND;TZID=America/Toronto:20250821T150000
DTSTAMP:20260427T131847
CREATED:20250805T180747Z
LAST-MODIFIED:20250814T230244Z
UID:10000101-1755781200-1755788400@www.maximizer.com
SUMMARY:App Directory and Advanced Integrations
DESCRIPTION:Expand Maximizer’s capabilities through third-party integrations and the App Directory. This advanced class explores available integrations\, implementation strategies\, and best practices for extending CRM functionality to meet specific business requirements. \nAgenda: \n• Overview of the Maximizer App Directory\n• Understanding available integration categories\n• Navigating and searching the App Directory effectively\n• Evaluating apps for business fit and technical requirements\n• Integration planning and implementation strategies\n• Step-by-step app integration process\n• Configuring app settings and permissions\n• Managing app updates and maintenance\n• Troubleshooting integration issues\n• Custom integration possibilities and API considerations\n• Security considerations for third-party integrations\n• User training for new integrated applications\n• Measuring integration success and ROI\n• Future integration planning and system scalability \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-306 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjgwMTYzNzktNWRiOS00YTYyLWEwNjktNDUxMjY4OTk5YzU3%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-09-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjgwMTYzNzktNWRiOS00YTYyLWEwNjktNDUxMjY4OTk5YzU3%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:20250821T110000
DTEND;TZID=America/Toronto:20250821T113000
DTSTAMP:20260427T131847
CREATED:20250813T184417Z
LAST-MODIFIED:20250814T225533Z
UID:10000107-1755774000-1755775800@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWE4MzJmNDAtNmRlNC00MWIyLTgxNDAtOTkzYjgwMzUxNThh%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,Financial Services 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="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWE4MzJmNDAtNmRlNC00MWIyLTgxNDAtOTkzYjgwMzUxNThh%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:20250820T130000
DTEND;TZID=America/Toronto:20250820T143000
DTSTAMP:20260427T131847
CREATED:20250805T180343Z
LAST-MODIFIED:20250814T230006Z
UID:10000100-1755694800-1755700200@www.maximizer.com
SUMMARY:Support Resources and Troubleshooting
DESCRIPTION:Ensure continuous productivity with comprehensive knowledge of Maximizer’s support ecosystem. This final class covers all available support resources\, common troubleshooting techniques\, and self-help tools. Advisors will gain confidence in resolving issues independently and knowing when to seek additional help. \nAgenda: \n• Overview of available support channels\n• Using Support Chat effectively\n• Navigating the Maximizer Knowledge Base\n• Accessing and utilizing YouTube training videos\n• Common issues and quick solutions\n• When to contact technical support vs. self-resolution\n• Creating support tickets and documentation\n• System maintenance and optimization tips\n• Staying updated with new features and updates\n• Building internal support networks and best practices sharing \nTime: \n90 minutes\, with time for questions \nClass Code: FSE-104 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njc3NmJjYjUtYzY1YS00MzI0LTk5Y2EtMGU5NjQxMGJhZWNi%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/2025/08/2027.07_Maximizer_training-academy-header-image_1-14-min.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njc3NmJjYjUtYzY1YS00MzI0LTk5Y2EtMGU5NjQxMGJhZWNi%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:20250819T163000
DTEND;TZID=America/Toronto:20250819T170000
DTSTAMP:20260427T131847
CREATED:20250813T184538Z
LAST-MODIFIED:20250814T225549Z
UID:10000108-1755621000-1755622800@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjdhMDg5NGEtN2M2YS00MTA5LTlmNDAtNzQ5MmU5ZGM0NWRh%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,Financial Services 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_ZjdhMDg5NGEtN2M2YS00MTA5LTlmNDAtNzQ5MmU5ZGM0NWRh%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