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Training

Available Courses

Training Schedule

Online Training Tools

Cancellation Policy

Online Mini-Courses

These online training sessions for TEA are instructor-led courses that are 2 or 3 hours in length. They are tailored specifically to address the tasks and functions performed within TEA according to the duties of various staff positions within an organization. There are sessions for Loan Officers, Finance Officers, SEB Program Coordinators, Project Managers, Credit and Collections Officers, Database Administrators, and Management and Board Members, each one focusing on how TEA can be used to its fullest potential and be of greatest benefit to those who use it.

Format

These mini-courses are being offered online. Each course is instructor-led and will be hosted using GotoMeeting®. This is an application that allows multiple people to participate in group events such as meetings, product demonstrations and training sessions. To learn more about GotoMeeting®, please visitbour GotoMeeting® FAQs. An Attendee Quick Reference Guide (PDF) can also be viewed, providing you have Adobe® Acrobat Reader® installed.

Costs

Payment must be received prior to the start of the course. Costs vary according to the length of the course. Please check the schedule below for details. If you do not see the course you wish to attend, contact us to find out when it will become available.
Canadian Participants: GST is applicable to all courses.

Note: All times listed are in Eastern Time

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Current Schedule

Course

Cost

Date/Time

Loan Officers

Creating Client, Rolodex and Business Records
Event Details and Course Outline

$195 CDN /
$195 US

Mon 15-Sep-2008
11:30 AM - 2:30 PM (EDT)

Creating Loan Records
Event Details and Course Outline

$195 CDN /
$195 US

Tue 16-Sep-2008
11:30 AM - 2:30 PM (EDT)

Creating Amortization Schedules
Event Details and Course Outline

$150 CDN /
$150 US

Wed 17-Sep-2008
11:30 AM - 1:30 PM (EDT)

Finance Officers

Accounting and Transaction Processing
Event Details and Course Outline

$195 CDN /
$195 US

Thu 18-Sep-2008
11:30 AM - 2:30 PM (EDT)

Credit & Collections Officers

Working with Non-Performing Loans
Event Details and Course Outline

$195 CDN /
$195 US

Fri 19-Sep-2008
11:30 AM - 2:30 PM (EDT)

Project Managers

Creating Project & Rolodex Records
Event Details and Course Outline

$195 CDN /
$195 US

Mon 22-Sep-2008
11:30 AM - 2:30 PM (EDT)

Database Administrators

TEA Administration Module
Event Details and Course Outline

$195 CDN /
$195 US

Tue 23-Sep-2008
11:30 AM - 2:30 PM (EDT)

Management & Board Members

TEA Overview for Managers and Board Members
Event Details and Course Outline

$195 CDN /
$195 US

Wed 24-Sep-2008
11:30 AM - 2:30 PM (EDT)

SEB Program Coordinators

Creating Client, Rolodex and Business Records
Event Details and Course Outline

$195 CDN /
$195 US

Thu 25-Sep-2008
11:30 AM - 2:30 PM (EDT)

Cancellation Policy

All cancellations must be made at least 5 business days prior to the scheduled class date in order to receive a refund. Cancellations received within 5 days of the scheduled class date will receive credit towards a future session, no direct refund will be issued.

We require a minimum number of students in order to run the class. If there are not enough students registered for a particular session then the session will be cancelled and refunds provided to all registrants.
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