Virtual Compliance Training

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  • Virtual 2020 Marquis User’s Conference

    Stronger Connections. Better Results. Join us on September 14-15 for our two-day virtual 2020 User's Conference and learn the strategic insights needed to grow, retain and deepen your connections. This event will feature marketing and compliance professionals helping you connect today's environment to tomorrow. Continuing education credits will be provided. This event is complimentary to

  • 2021 Virtual Marquis User’s Conference

    MARQUIS 5208 Tennyson Pkwy, Ste 120, Plano, TX, United States

    We are excited to announce the 2021 Virtual Marquis User’s Conference will be November 9-10, 2021! Although we have pivoted our annual conference to a remote event, that’s not stopping us from pulling together experts and bringing our clients content and ideas they can put to use to achieve results. We are planning for a

  • Virtual Compliance Training: Data Assembly in CenTrax NEXT

    Zoom

    This introductory three-part series is designed for new users of the CenTrax NEXT Platform. Much of the training will involve hands-on navigation through the platform, so attendees should have access to the software prior to training. Day 1 will focus on Data Assembly in CenTrax NEXT; specifically: * CenTrax NEXT learning resources * Choosing the

  • Virtual Compliance Training: Analysis with CenTrax NEXT

    Zoom

    This introductory three-part series is designed for new users of the CenTrax NEXT Platform. Much of the training will involve hands-on navigation through the platform, so attendees should have access to the software prior to training. Day 2 will focus on Analysis in CenTrax NEXT; specifically: * Data Entry-Quick Search tool & Filtering Data *

  • Virtual Compliance Training: Taking Action with CenTrax NEXT

    Zoom

    This introductory three-part series is designed for new users of the CenTrax NEXT Platform. Much of the training will involve hands-on navigation through the platform, so attendees should have access to the software prior to training. Day 3 will focus on Analysis in CenTrax NEXT; specifically: * Discovery/Reporting-Exam Tables * Settings-Set up peer groups *

  • Virtual Compliance Training: Data Assembly in CenTrax NEXT

    Zoom

    Join us for a series of 3 day virtual events where we’ll address the main components of the CenTrax NEXT Software. This series is intended for those users who already have or will be getting CenTrax NEXT installed prior to class, as much of the training will involve navigating through the product. Areas of focus