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DTSTART;TZID=America/Toronto:20260602T090000
DTEND;TZID=America/Toronto:20260602T094500
DTSTAMP:20260609T144013
CREATED:20260525T160809Z
LAST-MODIFIED:20260526T084952Z
UID:10000365-1780390800-1780393500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://www.maximizer.com/class/maximizer-kickoff-call-for-canaccord/
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
ORGANIZER;CN="Maximizer Training Academy":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/maximizer-kickoff-call-for-canaccord/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260602T110000
DTEND;TZID=America/Toronto:20260602T114500
DTSTAMP:20260609T144013
CREATED:20260528T200248Z
LAST-MODIFIED:20260528T200329Z
UID:10000384-1780398000-1780400700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGVhZjI1YmYtNmY1OS00NzEyLWJhNGYtNGQwZmVhZWJkNDE0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGVhZjI1YmYtNmY1OS00NzEyLWJhNGYtNGQwZmVhZWJkNDE0%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:20260602T130000
DTEND;TZID=America/Toronto:20260602T133000
DTSTAMP:20260609T144013
CREATED:20260416T223728Z
LAST-MODIFIED:20260519T174649Z
UID:10000276-1780405200-1780407000@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 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjIxOWVkNzAtODhmOS00MTllLWEyMDUtNjczZDc3NjM0NzQ2%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_NjIxOWVkNzAtODhmOS00MTllLWEyMDUtNjczZDc3NjM0NzQ2%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:20260602T130000
DTEND;TZID=America/Toronto:20260602T163000
DTSTAMP:20260609T144013
CREATED:20260417T172407Z
LAST-MODIFIED:20260519T174654Z
UID:10000289-1780405200-1780417800@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_ZDkyM2I5YTktODM2OC00ODA0LWJiODItOGEzMzk0ZjMzM2E5%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="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDkyM2I5YTktODM2OC00ODA0LWJiODItOGEzMzk0ZjMzM2E5%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:20260602T140000
DTEND;TZID=America/Toronto:20260602T153000
DTSTAMP:20260609T144013
CREATED:20260522T131458Z
LAST-MODIFIED:20260528T161443Z
UID:10000336-1780408800-1780414200@www.maximizer.com
SUMMARY:Maximizer 101 – Foundations of Maximizer CRM for Canaccord
DESCRIPTION:Welcome to Maximizer 101\, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure\, navigation\, and daily workflows within Maximizer\, ensuring advisors and support teams can confidently manage client information and interactions. \nThis course is ideal for new users of Maximizer CRM\, advisory assistants\, operations staff\, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently\, manage client records\, capture important interactions\, and customize their workspace for maximum productivity. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate real-world CRM workflows and best practices tailored to financial advisory teams. \nDuration: 90 Minutes \nAgenda: \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding the Maximizer data structure – Households\, Contacts & Companies\nCustomizing the interface\n\nManaging Client Records \n\nCreating new Household\, Contact\, and Company records\nSwitching between Household and Contact views\nUnderstanding the Details tab and Key Fields Lists\nEditing records and capturing client data\n\nCapturing Client Activity \n\nLogging and tracking interactions\nRecording calls and notes\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering Timeline activity\nSearching by user or interaction type\nSwitching Timeline views\nReviewing historical client activity
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmQxN2MyMjItMjA0ZS00NzViLTllM2MtNTZjZTlmZjE5MGRh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/12/19.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmQxN2MyMjItMjA0ZS00NzViLTllM2MtNTZjZTlmZjE5MGRh%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:20260602T143000
DTEND;TZID=America/Toronto:20260602T151500
DTSTAMP:20260609T144013
CREATED:20260601T160554Z
LAST-MODIFIED:20260605T151450Z
UID:10000413-1780410600-1780413300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2FlZTBjMWMtODZkOS00MmQzLTk5OGYtNzk0MzU1MzQ4MDM4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2FlZTBjMWMtODZkOS00MmQzLTk5OGYtNzk0MzU1MzQ4MDM4%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:20260602T150000
DTEND;TZID=America/Toronto:20260602T160000
DTSTAMP:20260609T144013
CREATED:20260528T124155Z
LAST-MODIFIED:20260528T195641Z
UID:10000383-1780412400-1780416000@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWI1NzJlNjUtNTBiZi00ZjRmLWFmZTAtZWRkNDZjM2Y2OTgz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWI1NzJlNjUtNTBiZi00ZjRmLWFmZTAtZWRkNDZjM2Y2OTgz%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:20260602T160000
DTEND;TZID=America/Toronto:20260602T164500
DTSTAMP:20260609T144013
CREATED:20260529T142635Z
LAST-MODIFIED:20260529T142635Z
UID:10000385-1780416000-1780418700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDUwMWY4NDktYjBiMS00YjZkLTkwYjAtMmZiNjBjN2MzYWRl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDUwMWY4NDktYjBiMS00YjZkLTkwYjAtMmZiNjBjN2MzYWRl%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:20260602T160000
DTEND;TZID=America/Toronto:20260602T170000
DTSTAMP:20260609T144013
CREATED:20260522T133527Z
LAST-MODIFIED:20260526T220814Z
UID:10000344-1780416000-1780419600@www.maximizer.com
SUMMARY:Maximizer 301 – IQ Boost for Canaccord
DESCRIPTION:Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster\, uncover important client insights\, and improve overall efficiency. \nParticipants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. \nDuration: 50 Minutes \nPrerequisites:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nHousehold Summaries \n\nGenerating Household Summaries\nUnderstanding key insights and information\nReviewing recent activity and engagement\n\nPreparing for Client Meetings \n\nUsing summaries to prepare for meetings\nReviewing important client details and activities\nIdentifying opportunities and follow-ups\n\nTimeline Intelligence \n\nGenerating Timeline Summaries\nReviewing interaction history efficiently\nAsking questions using summary tools\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzU3YmY5M2UtMjU2YS00ZjdmLWI0OTctN2RkNDA3ZTZmMWQ1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2025/09/Maximizer-IQBoost-feature-suggested-actions-scaled.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzU3YmY5M2UtMjU2YS00ZjdmLWI0OTctN2RkNDA3ZTZmMWQ1%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:20260603T090000
DTEND;TZID=America/Toronto:20260603T094500
DTSTAMP:20260609T144013
CREATED:20260529T143015Z
LAST-MODIFIED:20260529T143015Z
UID:10000386-1780477200-1780479900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjNjZDhhMDQtYTcxYi00N2YyLThiMmUtZjIxMjk5YTFkNGZk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjNjZDhhMDQtYTcxYi00N2YyLThiMmUtZjIxMjk5YTFkNGZk%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:20260603T100000
DTEND;TZID=America/Toronto:20260603T110000
DTSTAMP:20260609T144013
CREATED:20260522T134039Z
LAST-MODIFIED:20260522T134039Z
UID:10000348-1780480800-1780484400@www.maximizer.com
SUMMARY:Maximizer 302 – Working in Outlook and Maximizer for Canaccord
DESCRIPTION:Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. \nParticipants will learn how to save important communications\, create leads\, manage tasks\, and access Maximizer information directly from Outlook. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nMaximizer & Outlook Integration \n\nLogging in to Maximizer from Outlook\nUnderstanding the Outlook integration interface\n\nManaging Emails & Activities \n\nSaving emails to Maximizer\nCreating Leads from email communications\nAdding notes and call logs\nCreating and assigning tasks\nScheduling appointments\n\nManaging Records in Outlook \n\nViewing record summaries and timelines\nReviewing record details\nEditing records directly from Outlook\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjdkY2VhZTYtMDNmNi00MThkLTg5MzYtZjg2Y2ZmNzUxZTVm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2023/10/outlook-blog-hero-image_6fca17f2270ca640c6faa5a4d4f3821a_2000.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjdkY2VhZTYtMDNmNi00MThkLTg5MzYtZjg2Y2ZmNzUxZTVm%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:20260603T110000
DTEND;TZID=America/Toronto:20260603T114500
DTSTAMP:20260609T144013
CREATED:20260529T143248Z
LAST-MODIFIED:20260529T143248Z
UID:10000387-1780484400-1780487100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWJhOGJlN2EtOGRhNC00ZTI4LThjMDgtYjc3ZWI4YjkyZDNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWJhOGJlN2EtOGRhNC00ZTI4LThjMDgtYjc3ZWI4YjkyZDNm%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:20260603T130000
DTEND;TZID=America/Toronto:20260603T134500
DTSTAMP:20260609T144013
CREATED:20260529T143405Z
LAST-MODIFIED:20260529T143405Z
UID:10000388-1780491600-1780494300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWFiNjExYjYtN2Y5ZS00YTQ3LWE5MzMtOTYxYzFlZDI3MWI1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWFiNjExYjYtN2Y5ZS00YTQ3LWE5MzMtOTYxYzFlZDI3MWI1%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:20260603T143000
DTEND;TZID=America/Toronto:20260603T151500
DTSTAMP:20260609T144013
CREATED:20260601T160503Z
LAST-MODIFIED:20260605T151518Z
UID:10000412-1780497000-1780499700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzlmODI5MDctNTA4Ni00MTQ4LTkxYTQtNzk4ZjU1MTRlNzBk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzlmODI5MDctNTA4Ni00MTQ4LTkxYTQtNzk4ZjU1MTRlNzBk%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:20260603T160000
DTEND;TZID=America/Toronto:20260603T164500
DTSTAMP:20260609T144013
CREATED:20260529T143529Z
LAST-MODIFIED:20260529T143529Z
UID:10000389-1780502400-1780505100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTc2MmQzODEtMjgxMy00OTQ0LThmNDYtMjdiMzAzMzMyYzM0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTc2MmQzODEtMjgxMy00OTQ0LThmNDYtMjdiMzAzMzMyYzM0%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:20260603T160000
DTEND;TZID=America/Toronto:20260603T164500
DTSTAMP:20260609T144013
CREATED:20260603T184841Z
LAST-MODIFIED:20260605T151353Z
UID:10000397-1780502400-1780505100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://www.maximizer.com/class/maximizer-kickoff-call-for-canaccord-44/
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://www.maximizer.com/class/maximizer-kickoff-call-for-canaccord-44/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260603T170000
DTEND;TZID=America/Toronto:20260603T180000
DTSTAMP:20260609T144013
CREATED:20260522T132310Z
LAST-MODIFIED:20260526T120630Z
UID:10000341-1780506000-1780509600@www.maximizer.com
SUMMARY:Maximizer 201 – Relationship Management Essentials for Canaccord
DESCRIPTION:Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques\, relationship mapping\, and methods for organizing and retrieving information quickly. \nParticipants will learn how to create reusable searches\, improve data visibility\, and better understand relationships between contacts\, households\, and related entities. \nThis course is recommended for users who are comfortable with the basics of Maximizer and are ready to improve efficiency and data management practices. \nDuration: 50 Minutes \nPrerequisite: Maximizer 101 – Foundations of Maximizer CRM for Canaccord \nAgenda: \nSearching & Retrieving Information \n\nUsing Quick Search to locate records\nUnderstanding search best practices\nFinding client information quickly and efficiently\n\nAdvanced Search Techniques \n\nCreating Advanced Searches\nSaving and cataloging searches\nCreating Quick Access icons for saved searches\nRetrieving and managing search results\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Family Tree relationships\nAdding and managing Related Entries\nDisplaying Related Entries within Family Tree views\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTEzZmZlMDctY2UwNS00YjRlLWI4YzgtMDQ2ZGUzMzE3MTU1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/4-financial.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTEzZmZlMDctY2UwNS00YjRlLWI4YzgtMDQ2ZGUzMzE3MTU1%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:20260604T090000
DTEND;TZID=America/Toronto:20260604T094500
DTSTAMP:20260609T144013
CREATED:20260529T144055Z
LAST-MODIFIED:20260603T185126Z
UID:10000393-1780563600-1780566300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWRkNWY1OTgtODUzMy00MmJkLTkwNzAtMjI3OTllOTU3NTJj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWRkNWY1OTgtODUzMy00MmJkLTkwNzAtMjI3OTllOTU3NTJj%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:20260604T103000
DTEND;TZID=America/Toronto:20260604T120000
DTSTAMP:20260609T144013
CREATED:20260522T131620Z
LAST-MODIFIED:20260528T161250Z
UID:10000337-1780569000-1780574400@www.maximizer.com
SUMMARY:Maximizer 101 – Foundations of Maximizer CRM for Canaccord
DESCRIPTION:Welcome to Maximizer 101\, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure\, navigation\, and daily workflows within Maximizer\, ensuring advisors and support teams can confidently manage client information and interactions. \nThis course is ideal for new users of Maximizer CRM\, advisory assistants\, operations staff\, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently\, manage client records\, capture important interactions\, and customize their workspace for maximum productivity. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate real-world CRM workflows and best practices tailored to financial advisory teams. \nDuration: 90 Minutes \nAgenda: \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding the Maximizer data structure – Households\, Contacts & Companies\nCustomizing the interface\n\nManaging Client Records \n\nCreating new Household\, Contact\, and Company records\nSwitching between Household and Contact views\nUnderstanding the Details tab and Key Fields Lists\nEditing records and capturing client data\n\nCapturing Client Activity \n\nLogging and tracking interactions\nRecording calls and notes\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering Timeline activity\nSearching by user or interaction type\nSwitching Timeline views\nReviewing historical client activity
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODE1MzJlMmMtYjc3Yi00YjgzLThhNzItZDI2OWE1ZjM4MGE0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/12/19.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODE1MzJlMmMtYjc3Yi00YjgzLThhNzItZDI2OWE1ZjM4MGE0%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:20260604T110000
DTEND;TZID=America/Toronto:20260604T114500
DTSTAMP:20260609T144013
CREATED:20260529T143942Z
LAST-MODIFIED:20260603T185153Z
UID:10000392-1780570800-1780573500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGQwOGJiYzUtY2E5OS00NmUyLWI5OTQtNTRiOTE1ZjFlNGU4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGQwOGJiYzUtY2E5OS00NmUyLWI5OTQtNTRiOTE1ZjFlNGU4%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:20260604T130000
DTEND;TZID=America/Toronto:20260604T133000
DTSTAMP:20260609T144013
CREATED:20260416T225134Z
LAST-MODIFIED:20260416T225134Z
UID:10000277-1780578000-1780579800@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 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmVmNGEyYjYtZDM3ZS00MmY0LTljNDMtYmI3ZGUwMTliNmM0%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_MmVmNGEyYjYtZDM3ZS00MmY0LTljNDMtYmI3ZGUwMTliNmM0%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:20260604T130000
DTEND;TZID=America/Toronto:20260604T134500
DTSTAMP:20260609T144013
CREATED:20260529T143838Z
LAST-MODIFIED:20260603T185223Z
UID:10000391-1780578000-1780580700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjMwZTVhYjUtNjRmOS00NmRlLTllODctZGJhNjAwY2JiMzBi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjMwZTVhYjUtNjRmOS00NmRlLTllODctZGJhNjAwY2JiMzBi%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:20260604T130000
DTEND;TZID=America/Toronto:20260604T140000
DTSTAMP:20260609T144013
CREATED:20260522T134333Z
LAST-MODIFIED:20260522T134333Z
UID:10000351-1780578000-1780581600@www.maximizer.com
SUMMARY:Maximizer 303 – Leads Management in Maximizer for Canaccord
DESCRIPTION:Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. \nParticipants will learn how to manage leads consistently\, capture engagement activity\, and convert qualified leads into active opportunities. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nCreating & Managing Leads \n\nCreating a new Lead\nEditing and updating Lead information\nUnderstanding Lead management workflows\n\nCapturing Lead Activity \n\nLogging interactions and activities\nRecording notes and communications\nTracking follow-up tasks\n\nLead Conversion \n\nMoving Leads through the process\nConverting Leads\nCreating Opportunities from qualified Leads
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDAwN2QyZTAtNGViMC00NTJiLWE2N2YtZTY2MTQyNjBiNDQ5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/2025.09.16_maximizer-blog-headers-copy06.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDAwN2QyZTAtNGViMC00NTJiLWE2N2YtZTY2MTQyNjBiNDQ5%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:20260604T130000
DTEND;TZID=America/Toronto:20260604T143000
DTSTAMP:20260609T144013
CREATED:20260417T185859Z
LAST-MODIFIED:20260519T174703Z
UID:10000300-1780578000-1780583400@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_N2M5MTM0ZTktZDAwNy00ODVhLWI3ODQtODljZjI3OTAyOWNj%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="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2M5MTM0ZTktZDAwNy00ODVhLWI3ODQtODljZjI3OTAyOWNj%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:20260604T130000
DTEND;TZID=America/Toronto:20260604T163000
DTSTAMP:20260609T144013
CREATED:20260417T204438Z
LAST-MODIFIED:20260519T235351Z
UID:10000309-1780578000-1780590600@www.maximizer.com
SUMMARY:Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine
DESCRIPTION:Bienvenue dans Édition Services Financiers Maximizer (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu ce cours pratique et complet\, Introduction à Maximizer ESF pour les conseillers en patrimoine\, afin d’enseigner aux participants les bases de Maximizer ESF.  \nCe cours est recommandé aux nouveaux utilisateurs de Maximizer ESF\, aux utilisateurs existants de Maximizer qui passent de nos  Édition de base ou Responsable des ventes et même aux utilisateurs actuels de Maximizer ESF qui pourraient avoir besoin d’une remise à niveau ou d’apprendre quelque chose de nouveau.   \nVous serez guidé(e) à travers 9 exercices pratiques par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Ce formateur abordera tous les concepts fondamentaux du rôle de conseiller financier dans Maximizer\, et partagera également des exemples concrets et des bonnes pratiques.   \nEn participant à cette formation\, vous utiliserez votre plateforme Maximizer nouvellement configurée pour les exercices pratiques. Chaque participant aura accès à un guide d’utilisation détaillé pour réaliser différentes opérations dans Maximizer. À la fin de la formation\, vous serez invité à passer une évaluation des connaissances afin d’obtenir votre badge de certification Maximizer niveau 1\, que vous pourrez afficher fièrement sur LinkedIn ou d’autres réseaux sociaux. \nOrdre du jour: \nLeçon 1 – Terminologie\, navigation et configuration utilisateur  \nPersonnaliser l’affichage et les préférences de Maximizer\nCréer de nouveaux enregistrements de ménage\, de contact et d’entreprise \nUtiliser la fonction Recherche pour trouver ce que vous cherchez \nCréer et gérer des listes de favoris \nLeçon 2 – Tenir à jour et en conformité les dossiers clients  \nCréer un enregistrement de compte \nSuivre les activités de vos clients\nTravailler simultanément dans Outlook et Maximizer  \nLeçon 3 – Gérer efficacement votre entreprise  \nModifier la configuration de votre vue par colonne\nCréer une vue de colonne personnalisée  \nDurée : 210 minutes \nEnvironnement recommandé: Deux écrans – un pour la pratique et un pour le guide de l’utilisateur \nCode de classe: FSE-101 \nType de classe: Formation des utilisateurs finaux
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjRlZTkwMzQtNzgzNC00NjgxLWI3YTMtNmU3OGI4MjgwZjg4%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,French
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjRlZTkwMzQtNzgzNC00NjgxLWI3YTMtNmU3OGI4MjgwZjg4%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:20260604T143000
DTEND;TZID=America/Toronto:20260604T151500
DTSTAMP:20260609T144013
CREATED:20260601T160406Z
LAST-MODIFIED:20260605T151552Z
UID:10000411-1780583400-1780586100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjdmNWRhMmMtYzJlMS00ZDUxLTgwYTItMDAzYTJjNDdkYTlm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjdmNWRhMmMtYzJlMS00ZDUxLTgwYTItMDAzYTJjNDdkYTlm%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:20260604T160000
DTEND;TZID=America/Toronto:20260604T164500
DTSTAMP:20260609T144013
CREATED:20260529T143720Z
LAST-MODIFIED:20260603T185252Z
UID:10000390-1780588800-1780591500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjU1YzgyM2ItMzlhMy00ODlmLWE3ODMtYTViNmRkZTk5OTg5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjU1YzgyM2ItMzlhMy00ODlmLWE3ODMtYTViNmRkZTk5OTg5%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:20260605T090000
DTEND;TZID=America/Toronto:20260605T094500
DTSTAMP:20260609T144013
CREATED:20260529T144623Z
LAST-MODIFIED:20260603T184818Z
UID:10000398-1780650000-1780652700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTRlMDBlOWYtODBjZi00YTFhLWJiY2EtNWZmMjA3NjYyY2Vj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTRlMDBlOWYtODBjZi00YTFhLWJiY2EtNWZmMjA3NjYyY2Vj%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:20260605T110000
DTEND;TZID=America/Toronto:20260605T114500
DTSTAMP:20260609T144013
CREATED:20260529T144211Z
LAST-MODIFIED:20260603T185005Z
UID:10000394-1780657200-1780659900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWU1OTRlYmYtOTFmNS00YjllLTkzOGQtNDQ5ODc4ZDkxNjM5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWU1OTRlYmYtOTFmNS00YjllLTkzOGQtNDQ5ODc4ZDkxNjM5%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:20260605T110000
DTEND;TZID=America/Toronto:20260605T120000
DTSTAMP:20260609T144013
CREATED:20260522T134640Z
LAST-MODIFIED:20260528T161842Z
UID:10000354-1780657200-1780660800@www.maximizer.com
SUMMARY:Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
DESCRIPTION:Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. \nParticipants will learn how to create and manage Opportunities\, track deal progression\, visualize pipeline activity\, and maintain accurate opportunity data throughout the sales process. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nUnderstanding Opportunities \n\nWhat Opportunities are and why teams use them\nUnderstanding pipeline management concepts\nChoosing the appropriate process\n\nManaging Opportunity Records \n\nCreating Opportunities\nEditing Opportunity details\nUsing Key Fields effectively\nMoving Opportunities between stages\n\nPipeline Visibility & Activity Tracking \n\nSwitching between List View and Kanban Board\nManaging pipeline visibility\nLogging interactions against Opportunities\nTracking activity and follow-ups\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzdkZDUyNzYtZTdkNS00MDYwLWJmYjctZjNhNGNmNjcyZmE0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-headers-Fin-Serv-Loyalty.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzdkZDUyNzYtZTdkNS00MDYwLWJmYjctZjNhNGNmNjcyZmE0%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