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| Business Continuity Management |  | Integration | | Training |
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Omgeo Training
The Omgeo Client Training team provides training across all Omgeo services to both new and existing clients to ensure that you can fully optimize the value of your post-trade solution.
Training is provided in a variety of formats to best suit your requirements including classroom sessions, 1:1, how-to videos and instructor-led online sessions. Check the Calendar below to find and register for upcoming free, instructor-led sessions.
Alternatively, if your organization has specific training requirements please provide us with your details so one of our training consultants can contact you to discuss your requirements, propose a training agenda and discuss availability.
Latest Training Video(s):
> View CTM Broker – Impact to You as an Investment Manager +
View All Training Videos +
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| Find a Product Select a product to learn more | |
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| Documentation Select a product to view the most recent documentation. | |
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| Experience Omgeo See how our products can support your needs across the trade life cycle  | |
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| Events BVI Forum 16 March 2010 Congress Centre Messe Frankfurt Germany Omgeo to exhibit ISITC Industry Forum & Vendor Show 21-24 March, 2010 Boston, MA Featuring Lee Cutrone, Managing Director, Industry Relations Omgeo to exhibit | |
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| Quick Links Event Calendar + Upcoming Training + Contact Sales + | |
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|  Access session recordings from our recent event. View Webinars + | |
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| Date | Delivery Method | Language | Course |
| Mar 10 2010 10:00AM New York 10:00-11:00 London 15:00-16:00 Singapore 23:00-00:00 |
Instructor-led, online via Webinar | English | ALERT for Investment Managers: Introduction to the User Interface Who Should Attend - New users who need to learn the basics of how to use ALERT functionality - Existing users requiring a refresher on ALERT functionality - Knowledge level: beginners Agenda: - Creating / maintaining settlement model instructions - Creating / maintaining accounts - Granting brokers access and broker lists - Viewing Alerts and Mails - Using Report functionality - Setting acronym / user level configurations register + | view all sessions for this course + |
| Mar 10 2010 2:00PM New York 14:00-15:30 London 19:00-20:30 Singapore 03:00-04:30 (11-Mar-2010) |
Instructor-led, online via Webinar | English | OASYS-TradeMatch for Investment Managers Who Should Attend Current or new Omgeo Oasys TradeMatch users who want to understand the Oasys-TradeMatch workflow and modules including Oasys, Confirm/Affirm and NearMatch Agenda: OTM Trade Information Flow Recognize block and allocation information Identify matching statuses Understand the functionality of OASYS, TradeMatch, NearMatch and Confirm/Affirm This session is full. Please select another session to attend or use the Contact Us page if you have any further questions. view all sessions for this course + |
| Mar 11 2010 10:00AM New York 10:00-12:00 London 15:00-17:00 Singapore 23:00-01:00 |
Instructor-led, online via Webinar | English | OASYS Global for Brokers Who Should Attend Current or new broker/dealer users of Omgeo OASYS Global who would like a formal introduction to using the service Agenda: Through this overview of Omgeo OASYS Global, you will: Understand the benefits and trade flows Learn features and functionality, including creating new trade confirmations Review additional options register + | view all sessions for this course + |
| Mar 16 2010 1:00AM New York 01:00-02:30 London 05:00-06:30 Singapore 13:00-14:30 |
Instructor-led, online via Webinar | English | OASYS Global for Brokers Who Should Attend Current or new broker/dealer users of Omgeo OASYS Global who would like a formal introduction to using the service Agenda: Through this overview of Omgeo OASYS Global, you will: Understand the benefits and trade flows Learn features and functionality, including creating new trade confirmations Review additional options register + | view all sessions for this course + |
| Mar 16 2010 6:00AM New York 06:00-07:00 London 10:00-11:00 Singapore 18:00-19:00 |
Instructor-led, online via Webinar | English | Omgeo Central Trade Manager - Push or Pull, the Choice is Yours A Technical Overview of our Newest Interface Option Who Should Attend Due to the technical nature of the material we will cover, IT and technical/systems support staff will find the most value out of this session. Both Omgeo Central Trade Manager (Omgeo CTM) investment managers and broker/dealers as well as Omgeo OASYS Global broker/dealers are encouraged to attend. Agenda: Continuing on from our popular 2009 webinar series, we invite you to attend the first session in our 2010 series of quarterly Omgeo CTM webinars. The series is based on valued feedback around your desire to receive more information regarding specific Omgeo CTM functionality and product updates. We offer these free webinars to provide you additional transparency and knowledge around such initiatives. During this session we will review our newest Omgeo CTM interface option, specifically: - What is Event Based Push? - XML messaging and polling - Event types and event profiles - MQ connectivity - Benefits of using Event Based Push functionality This session is full. Please select another session to attend or use the Contact Us page if you have any further questions. view all sessions for this course + |
| Mar 16 2010 11:00AM New York 11:00-12:00 London 15:00-16:00 Singapore 23:00-00:00 |
Instructor-led, online via Webinar | English | Omgeo Central Trade Manager - Settlement Notification Who Should Attend Current day-to-day users of the Omgeo CTM system, and business executives or technical contacts who may find this general information useful to better understand the system. Anyone interested in implementing this functionality in the future and wanting to find out more information on how Settlement Notification in Omgeo CTM works. Agenda: Attend this session to learn more about Omgeo CTM’s Settlement Notification functionality and how it can help you streamline your post-trade processes. We will look specifically at how you can: - Automate notifications to third parties - Send Pre-Match Agreed notifications - Efficiently manage your instructions and notifications and deal with any exceptions register + | view all sessions for this course + |
| Mar 16 2010 9:00PM New York 21:00-22:30 London 01:00-02:30 (17-Mar-2010) Singapore 09:00-10:30 (17-Mar-2010) |
Instructor-led, online via Webinar | Korean | ALERT for Brokers Who Should Attend Current or new Omgeo ALERT users who need to maintain their own standing settlement instructions (SSIs) and retrieve their clients' SSIs and fund information Agenda: Through this practical, pc-based instruction on Omgeo ALERT's functionality and features, you will Create and maintain standing settlement instructions (SSIs) Retrieve and cross reference clients' funds and SSIs View and filter Alert messages and Mail Learn tips and shortcuts for using the web interface register + | view all sessions for this course + |
| Mar 16 2010 9:00PM New York 21:00-22:00 London 01:00-02:00 (17-Mar-2010) Singapore 09:00-10:00 (17-Mar-2010) |
Instructor-led, online via Webinar | English | Omgeo Central Trade Manager - Push or Pull, the Choice is Yours A Technical Overview of our Newest Interface Option Who Should Attend Due to the technical nature of the material we will cover, IT and technical/systems support staff will find the most value out of this session. Both Omgeo Central Trade Manager (Omgeo CTM) investment managers and broker/dealers as well as Omgeo OASYS Global broker/dealers are encouraged to attend. Agenda: Continuing on from our popular 2009 webinar series, we invite you to attend the first session in our 2010 series of quarterly Omgeo CTM webinars. The series is based on valued feedback around your desire to receive more information regarding specific Omgeo CTM functionality and product updates. We offer these free webinars to provide you additional transparency and knowledge around such initiatives. During this session we will review our newest Omgeo CTM interface option, specifically: - What is Event Based Push? - XML messaging and polling - Event types and event profiles - MQ connectivity - Benefits of using Event Based Push functionality register + | view all sessions for this course + |
| Mar 17 2010 6:00AM New York 06:00-07:00 London 10:00-11:00 Singapore 18:00-19:00 |
Instructor-led, online via Webinar | English | Omgeo Central Trade Manager - Push or Pull, the Choice is Yours A Technical Overview of our Newest Interface Option Who Should Attend Due to the technical nature of the material we will cover, IT and technical/systems support staff will find the most value out of this session. Both Omgeo Central Trade Manager (Omgeo CTM) investment managers and broker/dealers as well as Omgeo OASYS Global broker/dealers are encouraged to attend. Agenda: Continuing on from our popular 2009 webinar series, we invite you to attend the first session in our 2010 series of quarterly Omgeo CTM webinars. The series is based on valued feedback around your desire to receive more information regarding specific Omgeo CTM functionality and product updates. We offer these free webinars to provide you additional transparency and knowledge around such initiatives. During this session we will review our newest Omgeo CTM interface option, specifically: - What is Event Based Push? - XML messaging and polling - Event types and event profiles - MQ connectivity - Benefits of using Event Based Push functionality register + | view all sessions for this course + |
| Mar 17 2010 10:00AM New York 10:00-11:00 London 14:00-15:00 Singapore 22:00-23:00 |
Instructor-led, online via Webinar | English | Omgeo Central Trade Manager - Push or Pull, the Choice is Yours A Technical Overview of our Newest Interface Option Who Should Attend Due to the technical nature of the material we will cover, IT and technical/systems support staff will find the most value out of this session. Both Omgeo Central Trade Manager (Omgeo CTM) investment managers and broker/dealers as well as Omgeo OASYS Global broker/dealers are encouraged to attend. Agenda: Continuing on from our popular 2009 webinar series, we invite you to attend the first session in our 2010 series of quarterly Omgeo CTM webinars. The series is based on valued feedback around your desire to receive more information regarding specific Omgeo CTM functionality and product updates. We offer these free webinars to provide you additional transparency and knowledge around such initiatives. During this session we will review our newest Omgeo CTM interface option, specifically: - What is Event Based Push? - XML messaging and polling - Event types and event profiles - MQ connectivity - Benefits of using Event Based Push functionality register + | view all sessions for this course + |
| Mar 17 2010 11:00AM New York 11:00-12:00 London 15:00-16:00 Singapore 23:00-00:00 |
Instructor-led, online via Webinar | English | ALERT Plus for Investment Managers Who Should Attend Current or new users of Omgeo ALERT Plus who need to understand the file formats in order to upload/maintain data in ALERT Agenda: Through this overview of Omgeo ALERT Plus functionality, you will: Review template files and the upload procedure Learn tips on populating and formatting files Use the Global Search and Replace functionality register + | view all sessions for this course + |
| Mar 17 2010 2:00PM New York 14:00-15:30 London 18:00-19:30 Singapore 02:00-03:30 (18-Mar-2010) |
Instructor-led, online via Webinar | English | Omgeo OASYS-TradeMatch Informational Session for Prospective Clients and STP Partners -- Webinar Who Should Attend Investment Managers trading in US Equity and Fixed Income instruments who want to learn about the benefits and trade flow of OASYS-TradeMatch Agenda: Through this session, you will See an overview of OASYS-TradeMatch trade flow Learn the benefits of OASYS-TradeMatch Tour OASYS, NearMatch and Confirm/Affirm register + | view all sessions for this course + |
| Mar 18 2010 10:00AM New York 10:00-11:00 London 15:00-16:00 Singapore 23:00-00:00 |
Instructor-led, online via Webinar | English | ALERT for Brokers Who Should Attend Current or new Omgeo ALERT users who need to maintain their own standing settlement instructions (SSIs) and retrieve their clients' SSIs and fund information Agenda: Through this practical, pc-based instruction on Omgeo ALERT's functionality and features, you will Create and maintain standing settlement instructions (SSIs) Retrieve and cross reference clients' funds and SSIs View and filter Alert messages and Mail Learn tips and shortcuts for using the web interface register + | view all sessions for this course + |
| Mar 18 2010 10:30AM New York 10:30-11:30 London 14:30-15:30 Singapore 22:30-23:30 |
Instructor-led, online via Webinar | English | ALERT for Investment Managers: Creating and Maintaining SSIs Who Should Attend - Investment manager users who need to understand the correct format for their SSIs on a market/security basis - Broker users who want to gain a better understanding of how their IM clients enter data - Knowledge level: intermediate Agenda: - Equities / Fixed Income instructions: 1,2 and 3 levels of clearing - Understanding the validation rules and mandatory data elements - Market specific variations - Best practice for 5 specific markets: US-DTC, Euroclear / Clearstream, France, Netherlands, Spain register + | view all sessions for this course + |
| Mar 22 2010 11:00AM New York 11:00-12:00 London 15:00-16:00 Singapore 23:00-00:00 |
Instructor-led, online via Webinar | English | An Introduction to Omgeo Services Who Should Attend For new clients and those who wish to gain a general understanding of how Omgeo's services work together for you and your counterparties. Agenda: During this session you will see an overview of Omgeo's service offerings including: ALERT (structure of settlement instructions and interaction with confirmation systems) Confirmation systems including OASYS, OASYS-TradeMatch, OASYS Global and Central Trade Manager Settlement Notification (SWIFT messaging and relevance of ALERT SSIs) Benchmarks (measurements available) Collateral Management and Reconciliation solutions (ProtoColl and CrossCheck) register + | view all sessions for this course + |
| Mar 23 2010 1:00AM New York 01:00-02:30 London 05:00-06:30 Singapore 13:00-14:30 |
Instructor-led, online via Webinar | English | Omgeo Central Trade Manager for Investment Managers Who Should Attend Current or new users of Omgeo Central Trade Manager who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions Agenda: Through this overview of Omgeo CTM you will: - Understand trade flows and the matching process Identify trade statuses and know when user intervention is required - Manage matching exceptions and reject, cancel, amend and force pair them - Customise the User Interface - Review printing and exporting trades register + | view all sessions for this course + |
| Mar 23 2010 10:00AM New York 10:00-12:00 London 14:00-16:00 Singapore 22:00-00:00 |
Instructor-led, online via Webinar | English | Omgeo Central Trade Manager for Investment Managers Who Should Attend Current or new users of Omgeo Central Trade Manager who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions Agenda: Through this overview of Omgeo CTM you will: - Understand trade flows and the matching process Identify trade statuses and know when user intervention is required - Manage matching exceptions and reject, cancel, amend and force pair them - Customise the User Interface - Review printing and exporting trades This session is full. Please select another session to attend or use the Contact Us page if you have any further questions. view all sessions for this course + |
| Mar 23 2010 2:00PM New York 14:00-15:00 London 19:00-12000 Singapore 4:00-5:00 |
Instructor-led, online via Webinar | English | Omgeo Central Trade Manager Informational Session for Prospective Clients and STP Partners- Webinar Who Should Attend Investment Managers / Hedge Funds trading in Cross Border Equity and Fixed Income Instruments who want to learn about the benefits Omgeo Central Trade Manager Agenda: Through this session, you will: See an overview of Omgeo Central Trade Manager Learn the benefits of Omgeo Central Trade Manager Understand the functionality of Omgeo Central Trade Manager User Interface register + | view all sessions for this course + |
| Mar 23 2010 10:00PM New York 22:00-23:30 London 02:00-03:30 (24-Mar-2010) Singapore 10:00-11:30 (24-Mar-2010) |
Instructor-led, online via Webinar | Mandarin | OASYS Global for Brokers Who Should Attend Current or new broker/dealer users of Omgeo OASYS Global who would like a formal introduction to using the service Agenda: Through this overview of Omgeo OASYS Global, you will: Understand the benefits and trade flows Learn features and functionality, including creating new trade confirmations Review additional options register + | view all sessions for this course + |
| Mar 24 2010 11:00AM New York 11:00-12:00 London 15:00-16:00 Singapore 23:00-00:00 |
Instructor-led, online via Webinar | English | ALERT: Input of Foreign Exchange/Cash Instructions and Data Authentication Who Should Attend - Investment managers and brokers who wish to use ALERT for the input of their own FX and cash SSIs and who also need to interpret the FX SSIs of their counterparties - Knowledge level: intermediate Agenda: PART 1: Input of SSIs - Understanding the validation rules and mandatory data elements - Investment managers’ SSIs (2 and 3 levels of clearing) - Brokers’ SSIs (1 and 2 levels of clearing) - Future developments PART 2: Data Authentication - Setting up and activation of Data Authentication process - Monitoring the Data Authentication inbox - Understanding the creation, approval and authorisation process This session is full. Please select another session to attend or use the Contact Us page if you have any further questions. view all sessions for this course + |
| Mar 25 2010 2:00PM New York 14:00-15:00 London 18:00-19:00 Singapore 02:00-03:00 (26-Mar-2010) |
Instructor-led, online via Webinar | English | TradeSuite Confirm/Affirm for Investment Managers Who Should Attend New and Existing Users of Omgeo TradeSuite Confirm/Affirm who need to create, retrieve, archive, and export confirmations Agenda: Through this practical, pc-based instruction on Confirm/Affirm's functionality and features, you will: Retrieve and export confirmations Create and save confirmations Learn about archiving register + | view all sessions for this course + |
