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Certification Program: first open session available!

  • 1.  Certification Program: first open session available!

    Posted 10-19-2022 09:54
    Hi guys!

    Last week we had our first open session  for the Certification Program - Proficient level. We covered the law firm dashboard and the complete onboarding process.

    You can access the recording here.

    Our next session is scheduled for Oct. 26 at 12:00 pm PT. If you attended the first session or watched the recording above, you can subscribe through this link.

    We will cover the following topics:
    • - Managing account users
    • - Enabling online transactions
    • - Reflecting a funding round
      • Create a new share class
      • Manage authorized amounts
      • Draft/issue share certificates
      • - Modifying share certificates
      • - Reflecting transactions (transfers/repurchases)
      • - Managing stakeholders
        • Adding a new stakeholder
        • Merging stakeholders
        • Terminating stakeholders / reverse terminations
      • - Running reports
        After that session, I will reach out to the attendees individually to schedule the assessment test.

        Happy to take any questions you might have!

        Guilherme Jungstedt