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
After that session, I will reach out to the attendees individually to schedule the assessment test.
Happy to take any questions you might have!
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Guilherme Jungstedt
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