NetVU Education & Summer School Calendar

Here’s every chapter meeting or education session NetVU has to offer. Summer of Accelerate and Summer School registration is included in the listing below.  Sessions will be added regularly so check back often.  Put NetVU on your calendar, and watch your firm’s efficiency improve.  Click headers below to sort.

 
Begin DateTitleCityState Province
6/8/2020BenefitPoint: Meet & GreetVirtual CH2742006
6/9/2020Summer of Accelerate Powered by NetVU - Vertafore KickoffVirtual WIVER0620
6/16/2020Large Agencies Round TableVirtual WIEDU06204
6/16/2020SAG106-Direct Bill - Need we say moreVirtual WISAG106
6/16/2020AIM103-Document Integration with ImageRightVirtual WIAIM103
6/16/2020AMS103-What Controls Download, Part 1Virtual WIAMS103
6/16/2020AMS114:Use the Purge Customer Feature to End Hoarding!Virtual WIAMS114
6/16/2020BEN101: Considerations and Best Practices for Large AgenciesVirtual WIBEN101
6/16/2020BUS106: How To Use Online Reviews To Drive LeadsVirtual WIBUS106
6/16/2020BUS110-Using Your Website to Sell More and Service BetterVirtual WIBUS110
6/17/2020BUS102-Tips and Tricks for Windows 10 and Office 365Virtual WIBUS102
6/17/2020BUS121:When Reality Isn't Real & Intelligence Isn't LimitedVirtual WIBUS121
6/17/2020AMS113:AMS360 Experts Answer Your Accounting QuestionsVirtual WIAMS113
6/17/2020AIM104-Accounting - Did You KnowVirtual WIAIM104
6/17/2020SAG107-Speaking To The Universe-Basic Report Builder SkillsVirtual WISAG107
6/17/2020Small Agencies Round Table #3Virtual WIEDU06205
6/18/2020IRW101-Admin and Trainer Treasure Chest of User TrainingVirtual WIIRW101
6/18/2020SAG108-Advanced Report Builder SkillsVirtual WISAG108
6/18/2020AMS109:Basic System Config Hierarchies Have Big ImpactVirtual WIAMS109
6/19/2020Feel Good Friday - Passion, Purpose and Positive AttitudeVirtual WIFGF0620
6/23/2020INS101: Insurlink - Driving Customer Adoption and UseVirtual WIINS101
6/23/2020SAG109-Sagitta Accounting Town HallVirtual WISAG109
6/23/2020AMS110:Global Change for Personnel Changes Eliminates ChaosVirtual WIAMS110
6/23/2020AMS104-What Controls Download, Part 2Virtual WIAMS104
6/23/2020AIM105-Self-Upgrading & Moving Your AIM InstanceVirtual WIAIM105
6/23/2020BUS107-Three Ways to Boost Agency RevenueVirtual WIBUS107
6/23/2020BEN102: Considerations and Best Practices for Small AgenciesVirtual WIBEN102
6/24/2020AMS127:Using Copy Policy to Create New PoliciesVirtual WIAMS127
6/24/2020BUS108: Why You Need to Hire an In-house MarketerVirtual WIBUS108
6/24/2020BUS111: Leading in Times of ChangeVirtual WIBUS111
6/24/2020AIM106-Document Designer-Document & Repeatable SectionsVirtual WIAIM106
6/24/2020SAG110-Sagitta Commercial Lines Town HallVirtual WISAG110
6/24/2020IRW102-Tips & Tricks:Improve Efficiency As An End-UserVirtual WIIRW102
6/24/2020Mid-Sized Agencies Round TableVirtual WIEDU06206
6/25/2020BUS125: Best Practices for Virtual Meeting SoftwareVirtual WIBUS125
6/25/2020SAG111-Are You Speaking English? - Tech/Admin Town HallVirtual WISAG111
6/25/2020AMS360: Texas Meet & GreetVirtual CH2652006
6/25/2020AMS360: OH & WV Working From Home Round TableVirtual CH2762006
6/25/2020BEN103: Why BenefitPoint Works for UsVirtual WIBEN103
6/26/2020Feel Good Friday - The Challenge of Work-Life BalanceVirtual WIFGF0620B
6/26/2020Learn About the Newest Features in IVANS Exchange 2020Virtual WIIVA0420
6/30/2020QQCatalyst: Group Benefits Round TableVirtual WIEDU06201
7/7/2020AMS121:Use View Customizations to Create Personal SetupsVirtual WIAMS121
7/7/2020AIM107-VPI & Commercial AutoVirtual WIAIM107
7/7/2020AMS105:Protecting Your Agency, Part 1: Security GroupsVirtual WIAMS105
7/8/2020AIM108-Reporting - Back to the BasicsVirtual WIAIM108
7/8/2020BUS118: Engaging and Motivating a Remote WorkforceVirtual WIBUS118
7/8/2020SAG112-Invoicing - Building Best PracticesVirtual WISAG222
7/9/2020BUS119: Reigniting Your Why- infuse purpose in your cultureVirtual WIBUS119
7/9/2020SAG113-Let's Get Personal - Open ForumVirtual WISAG113
7/9/2020AMS123:Navigate Choppy Waters-Leave the Extra Clicks BehindVirtual WIAMS123
7/9/2020BEN104: Making RTM Work for Your AgencyVirtual WIBEN104
7/9/2020BUS116:Customer driven solutions-meet clients where they areVirtual WIBUS116
7/14/2020BUS117: Modern Customer JourneyVirtual WIBUS117
7/14/2020BUS122: Building culture across generationsVirtual WIBUS122
7/14/2020BUS112: How Technology Can Help You Get MORE PersonalVirtual WIBUS112
7/14/2020AIM109-Document Designer - All About Data SetsVirtual WIAIM109
7/14/2020AMS106:Protecting Your Agency Part 2:  New Security UpdatesVirtual WIAMS106
7/14/2020SAG114-Accounting Tips & TricksVirtual WISAG114
7/15/2020IRW103-The ABCs of What's Next For ImageRightVirtual WIIRW103
7/15/2020AIM110-Web Services-Integration Framework and Custom MenuVirtual WIAIM110
7/15/2020BUS109: Change or Be ChangedVirtual WIBUS109
7/16/2020BUS113: Remote Worker Effectiveness and ProductivityVirtual WIBUS113
7/16/2020BEN105-Make the most of Mergers & AcquisitionsVirtual WIBEN105
7/16/2020SAG115-It's Not Scary Anymore - Commercial Lines DownloadVirtual WISAG115
7/21/2020SAG116-Getting the Word Out - Training ToolsVirtual WISAG116
7/21/2020AIM111-Voiding vs Reversing, and other solutionsVirtual WIAIM111
7/21/2020AMS107-Data Hygiene and Data MaintenanceVirtual WIAMS107
7/22/2020AIM112-Technical Support RoundtableVirtual WIAIM112
7/22/2020AMS124: Access Data Using Target Lists for Reporting Part 1Virtual WIAMS124
7/22/2020AMS120:Using Best Practices in Client Setups-A Complete ViewVirtual WIAMS120
7/22/2020SAG117-Dunning Letters / AM Best - AccountingVirtual WISAG117
7/23/2020IRW107-Support Team Shares Self-Help for Common IssuesVirtual WIIRW107
7/23/2020SAVE THE DATE: AMS360 Chapter Meeting OHCH2762003
7/23/2020AMS112:Dig Out of the Certificate Piles with Best PracticesVirtual WIAMS112
7/28/2020SAG118-Time & Money - Increasing your ROI with eDocsVirtual SAG118
7/28/2020AMS108-How Does Your Staff Use The SystemVirtual WIAMS108
7/28/2020AIM113-AIM/VPI Ideas and Roadmap Discussion.Virtual WIAIM113
7/28/2020AMS118:Daily Process-Keep Your System Up-to-DateVirtual WIAMS118
7/28/2020BEN106: Client Renewal Best Practices & Plan MaintenanceVirtual WIBEN106
7/29/2020AMS119: AMS360 Form Letters-Be Consistent and EfficientVirtual WIAMS119
7/29/2020AMS125: Access Data Using Target Lists for Reporting Part 2Virtual WIAMS125
7/29/2020AIM114-The AIM SQL Database - The BasicsVirtual WIAIM114
7/30/2020SAG119-Safety First-How to Proactively Prepare for DisastersVirtual WISAG119
7/30/2020NetVU New Member OrientationVirtual WIEDU0720
8/4/2020AIM115-Report Manager Deep DiveVirtual WIAIM115
8/4/2020SAVE THE DATE: ImageRight/WorkSmart Chapter MeetingVirtual CH3012008
8/4/2020BEN107: Features I bet you don't even know existVirtual WIBEN107
8/5/2020AMS126:Uncover Training Needs Through System AuditingVirtual WIAMS126
8/5/2020BUS123: Buddy to Boss – Skills for New ManagersVirtual WIBUS123
8/5/2020BUS115:Build a meaningful digital footprint for your bizVirtual WIBUS115
8/5/2020AIM116-Web Services - Partnering With 3rd Party VendorsVirtual WIAIM116
8/5/2020AMS117:Doc360 System Organizes Important Agency InformationVirtual WIAMS117
8/5/2020SAG120-How Orange Partners Being Used With SagittaVirtual WISAG120
8/6/2020SAG121-Remarket Efficiently Using What Already ExistsVirtual WISAG121
8/6/2020IRW105-Workflow Studio Hear Success Stories from UsersVirtual WIIRW105
8/6/2020AMS111:Stop Missing Changes/Notices - Alerts Are The AnswerVirtual WIAMS111
8/6/2020BUS114: The Mechanics of MotivationVirtual WIBUS114
8/6/2020BEN108-AMS360 Integration: Considerations and Best PracticesVirtual WIBEN108
8/11/2020BEN109: Business Intelligence WorkshopVirtual WIBEN109
8/11/2020SAG123-What Is Going-Security and Other System AuditsVirtual WISAG123
8/12/2020SAG124-Effectively Use Client RelationshipsVirtual WISAG124
8/13/2020SAG125-What Are They Up To Now-Personal Lines Carrier PanelVirtual WISAG125
8/13/2020BEN110: Maximize your Broker Admin SkillsVirtual WIBEN110
8/13/2020AMS115:DB-Love It or Hate It, There Is A Right Way For YouVirtual WIAMS116
8/18/2020AMS116:Use Activities and Suspense To Serve Client NeedsVirtual WIAMS1162
8/18/2020BEN111: Efficiency Gains Using E-stmts & Revenue VarianceVirtual WIBEN111
8/19/2020SAG126-Outlook Management Tips & TricksVirtual WISAG126
8/19/2020Chapter Leader One Voice CallVirtual WIOVC0820
8/20/2020SAG127-Detailed Financial TrackingVirtual WISAG127
8/20/2020IRW104-Game-Changers: OCR, Redaction and Full-Text Search?Virtual WIIRW104
8/20/2020BEN112: Workflow field of dreams: we built it, come use itVirtual WIBEN112
8/25/2020BUS124: The Impact of Data Science on your Life and BusinesVirtual WIBUS124
8/27/2020BEN113: Making BenefitPoint Work for YouVirtual WIBEN113
9/8/2020SAVE THE DATE: BenefitPoint Chapter MeetingVirtual CH2742009
9/15/2020NcSA-Sagitta Certification Immersion CourseIrvingTXWIEDU0920
9/15/2020SAVE THE DATE: The Kotter GroupVirtual WIKOT0920
9/24/2020SAVE THE DATE: AMS360 Chapter MeetingSeattleWACH3202009
10/18/2020SAVE THE DATE: AMS360 Chapter MeetingNewportRICH2322010
11/3/2020SAVE THE DATE: ImageRight/WorkSmart Chapter MeetingVirtual CH3012011
11/10/2020SAVE THE DATE: The Kotter GroupVirtual WIKOT1120
11/12/2020SAVE THE DATE: AMS360 Chapter MeetingDenverCOCH2452011
11/17/2020SAVE THE DATE: BenefitPoint Chapter MeetingVirtual CH2742011
11/18/2020Chapter Leader One Voice CallVirtual WIOVC1120
5/19/2021Accelerate, Powered by NetVU 2021DenverCONC2021
5/4/2022Accelerate, Powered by NetVU 2022New OrleansLANC2022
5/5/2023Accelerate, Powered by NetVU 2023AustinTXNC2023

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