Aug 2026

• Tue 18

  • 1:00 PM - 2:00 PM EDT

    Maximizer 304 – Managing Pipeline in Maximizer for Canaccord

    Free
  • 2:00 PM - 5:30 PM EDT

    Introduction to Maximizer FSE for Wealth Advisors

    Free
  • 2:30 PM - 3:00 PM EDT

    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Free
  • 3:00 PM - 3:45 PM EDT

    Maximizer Kickoff Call for Canaccord

    Free

• Wed 19

  • 11:00 AM - 12:00 PM EDT

    Maximizer 201 – Relationship Management Essentials for Canaccord

    Free
  • 1:00 PM - 1:30 PM EDT

    Ask the Admin: 1-on-1 Dedicated Support

    Free
  • 1:00 PM - 2:30 PM EDT

    Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Free
  • 1:00 PM - 2:30 PM EDT

    Maximize Your Productivity with IQ Boost™ for Wealth Advisors

    Free
  • 4:30 PM - 5:00 PM EDT

    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Free

• Thu 20

  • 11:00 AM - 11:30 AM EDT

    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Free
  • 11:30 AM - 12:30 PM EDT

    Maximizer 306 – Managing Client Processes with Workflows for Canaccord

    Free
  • 1:00 PM - 1:30 PM EDT

    Ask the Admin: 1-on-1 Dedicated Support

    Free
  • 1:00 PM - 2:00 PM EDT

    Maximizer 201 – Relationship Management Essentials for Canaccord

    Free
  • 4:00 PM - 5:30 PM EDT

    Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Free

• Mon 24

  • 11:00 AM - 12:30 PM EDT

    Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Free
  • 1:30 PM - 2:30 PM EDT

    Maximizer 201 – Relationship Management Essentials for Canaccord

    Free
  • 4:00 PM - 5:00 PM EDT

    Maximizer 301 – IQ Boost for Canaccord

    Free
  • 5:30 PM - 6:00 PM EDT

    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Free

• Tue 25

  • 10:30 AM - 11:30 AM EDT

    Maximizer 307 – From To-Dos to Done: Mastering Task Management for Canaccord

    Free
  • 12:00 PM - 1:30 PM EDT

    Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Free
  • 1:00 PM - 4:30 PM EDT

    Introduction to Maximizer FSE for Wealth Advisors

    Free
  • 2:00 PM - 2:30 PM EDT

    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Free
  • 4:00 PM - 5:00 PM EDT

    Maximizer 302 – Working in Outlook and Maximizer for Canaccord

    Free

• Wed 26

  • 12:30 PM - 1:30 PM EDT

    Maximizer 201 – Relationship Management Essentials for Canaccord

    RSVP now