TrustNet University

Over the past three years we have offered several on-line educational opportunities for TrustNet and TAMS users. The success of this program has led us to replace our Mid-Year Training in Memphis with year-round TrustNet University courses.

Some of the benefits arising from TrustNet University courses:

increase knowledge and productivity for your department flexible scheduling, making course availability more convenient for you available to your entire staff for one tuition payment cost effective because there is no travel expense or travel time required

Here is a list of upcoming TrustNet University course offerings:

Excel Basics: a 90-minute review of the basic uses and tools in spreadsheets Performance Reporting: a 2-hour course focusing on the underlying setup for performance reporting and benchmarks Administrator's View:: a 2-hour course reviewing menus, inquiry screens and reports used by administrators Check Writing: a 2-hour course specifically about our Check Writing Module and its features Excel Advanced: a 90-minute review of advanced techniques in Excel Basic Training: an 8-hour course, divided into 4 days, includes basic TrustNet techniques including system functions, data entry, balancing and reporting. In addition, Cash Management and Check Writing Basics have been added to the syllabus. Mutual Fund Modeling: a 2-hour course that walks step-by-step through the procedures and set up used for this module Extracting Information from TrustNet: a 2-hour course on the many ways to extract, export and print information using Excel Quick Query: a 1-hour overview of the Quick Query Module and a workshop on building, saving and running queries Ticklers: a 1-hour course that will teach you how to utilize the active reminder system that actually creates transactions and reports Report Options: a 3-hour course, divided into 2 days, which delves into the specific reports available on the system, and how to create them IRA Year-End Reporting: a 90-minute course reviewing 1099-Q, -R, -SA, 5498 and 5498-ESA, -SA reporting Year-End Reporting: a 2-hour course, divided into 2 days, reviewing 1099 reporting including 1099-DIV, -INT, -B, - MISC, 1098

Please request a course catalog for details on the upcoming schedule and tuition costs.