Sep 2026

• Tue 15

  • 1:00 PM - 4:30 PM EDT

    Introduction to Maximizer FSE for Wealth Advisors

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  • 2:00 PM - 3:00 PM EDT

    Maximizer 303 – Leads Management in Maximizer for Canaccord

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  • 4:30 PM - 5:30 PM EDT

    Maximizer 304 – Managing Pipeline in Maximizer for Canaccord

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• Wed 16

  • 11:00 AM - 12:00 PM EDT

    Maximizer 306 – Managing Client Processes with Workflows for Canaccord

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  • 12:30 PM - 1:00 PM EDT

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

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  • 1:00 PM - 1:30 PM EDT

    Ask the Admin: 1-on-1 Dedicated Support

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  • 1:30 PM - 2:30 PM EDT

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

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  • 3:00 PM - 3:30 PM EDT

    Ask the Admin: 1-on-1 Dedicated Support for Canaccord

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  • 4:30 PM - 6:00 PM EDT

    Maximizer 101 – Foundations of Maximizer CRM for Canaccord

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• Thu 17

  • 1:00 PM - 1:30 PM EDT

    Ask the Admin: 1-on-1 Dedicated Support

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  • 1:00 PM - 2:00 PM EDT

    Maximizer 201 – Relationship Management Essentials for Canaccord

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  • 2:30 PM - 3:30 PM EDT

    Maximizer 301 – IQ Boost for Canaccord

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  • 3:00 PM - 3:30 PM EDT

    Ask the Admin: 1-on-1 Dedicated Support for Canaccord

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  • 4:30 PM - 5:30 PM EDT

    Maximizer 302 – Working in Outlook and Maximizer for Canaccord

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• Fri 18

  • 11:30 AM - 12:00 PM EDT

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

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  • 1:00 PM - 2:30 PM EDT

    Maximize Your Productivity with IQ Boost™ for Wealth Advisors

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  • 1:00 PM - 3:30 PM EDT

    Maximizer 101/201 – Foundations & Relationship Management for Canaccord

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  • 5:00 PM - 6:00 PM EDT

    Maximizer 303 – Leads Management in Maximizer for Canaccord

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• Mon 21

  • 11:30 AM - 1:00 PM EDT

    Maximizer 101 – Foundations of Maximizer CRM for Canaccord

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  • 2:00 PM - 3:00 PM EDT

    Maximizer 304 – Managing Pipeline in Maximizer for Canaccord

    RSVP now
  • 4:00 PM - 5:00 PM EDT

    Maximizer 306 – Managing Client Processes with Workflows for Canaccord

    RSVP now

• Tue 22

  • 11:30 AM - 12:00 PM EDT

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

    RSVP now
  • 12:30 PM - 1:30 PM EDT

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

    RSVP now
  • 1:00 PM - 4:30 PM EDT

    Introduction to Maximizer FSE for Wealth Advisors

    RSVP now