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| Business Continuity Management |  | Implementation | | 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.
View 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 Institutional Investor OTC Derivatives Summit 7-8 July 2009 Surrey, UK Featuring Simon Lillystone, Director, Business Development, Collateral and Margin Management Omgeo to exhibit Investit Intelligence Conference 7 July, 2009 London Omgeo to exhibit | |
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| Quicklinks Event Calendar + Upcoming Training + Client Services + Contact Sales + | |
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| Date | Delivery Method | Language | Course |
| Jul 7 2009 1:00AM New York 01:00-02:30 London 06:00-07:30 Singapore 13:00-14:30 |
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 + |
| Jul 7 2009 10:00AM New York 10:00 - 11:00 London 14:00 - 15:00 Singapore 20:00 - 21:00 |
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 + |
| Jul 7 2009 10:00AM New York 10:00-12:00 London 15:00-17:00 Singapore 22:00-00:00 |
Instructor-led, online via Webinar | English | 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 Central Trade Manager, 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 + |
| Jul 8 2009 10:00AM New York 10:00-11:30 London 15:00-16:30 Singapore 22:00-23:30 |
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 register + | view all sessions for this course + |
| Jul 8 2009 2:00PM New York 14:00-15-30 London 19:00-20:30 Singapore 3:00-4:30 |
Instructor-led, online via Webinar | English | TradeSuite NearMatch Training for Investment Managers Who Should Attend New and Existing Users of Omgeo TradeSuite NearMatch who need to view unmatched allocations and unmatched broker confirms Agenda: Through this practical, pc-based instruction on NearMatch functionality and features, you will: Retrieve and view unmatched allocations and unmatched confirms Create possible allocation and broker confirm pairs based on specified matching criteria Tag and affirm confirms register + | view all sessions for this course + |
| Jul 13 2009 9:30AM New York 09:30-10:30 London 14:30-15:30 Singapore 21:30-22:30 |
Instructor-led, online via Webinar | English | Product Overview 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) register + | view all sessions for this course + |
| Jul 14 2009 1:00AM New York 01:00-02:30 London 06:00-07:30 Singapore 13:00-14:30 |
Instructor-led, online via Webinar | English | ALERT for Investment Managers Who Should Attend Current or new Omgeo ALERT users who need to learn the structure of ALERT's standing settlement instructions (SSIs) in order to manage and maintain them Agenda: Practical, pc-based instruction on the functionality and features within ALERT Maintain and create settlement models & account information in ALERT Allow broker access to retrieve fund information Tips & shortcuts for using the web interface register + | view all sessions for this course + |
| Jul 14 2009 9:30AM New York 09:30-10:30 London 14:30-15:30 Singapore 21:30-22:30 |
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 + |
| Jul 14 2009 10:00AM New York 10:00-11:00 London 15:00-16:00 Singapore 22:00-23:00 |
Instructor-led, online via Webinar | English | Central Trade Manager – Settlement Notification Who Should Attend Current day-to-day users of the 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 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 + |
| Jul 14 2009 11:00AM New York 11:00-12:00 London 16:00-17:00 Singapore 23:00-00:00 |
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 + |
| Jul 14 2009 10:00PM New York 22:00-23:30 London 03:00-04:30 (15-Jul-2009) Singapore 10:00-11:30 (15-Jul-2009) |
Instructor-led, online via Webinar | Cantonese | 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 + |
| Jul 15 2009 10:00AM New York 10:00-11:30 London 15:00-16:30 Singapore 22:00-23:30 |
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 + |
| Jul 16 2009 5:00AM New York 05:00-06:00 London 10:00-11:00 Singapore 17:00-18:00 |
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 + |
| Jul 16 2009 10:00AM New York 10:00-11:00 London 15:00-16:00 Singapore 22:00-23:00 |
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 + |
| Jul 21 2009 1:00AM New York 01:00-02:30 London 06:00-07:30 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 + |
| Jul 21 2009 4:30AM New York 04:30-06:30 London 09:30-11:30 Singapore 16:30-18:30 |
Instructor-led, online via Webinar | English | 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 Central Trade Manager, 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 + |
| Jul 21 2009 10:00AM New York 10:00-11:30 London 15:00-16:30 Singapore 22:00-23:50 |
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 + |
| Jul 21 2009 9:00PM New York 21:00-22:30 London 02:00-03:30 (22-Jul-2009) Singapore 09:00-10:30 (22-Jul-2009) |
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 + |
| Jul 22 2009 2:00PM New York 14:00-15:30 London 19:00-20:30 Singapore 02:00-03:30 (23-Jul-2009) |
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 + |
| Jul 28 2009 1:00AM New York 01:00-02:30 London 06:00-07:30 Singapore 13:00-14:30 |
Instructor-led, online via Webinar | English | 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 Central Trade Manager, 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 + |
| Jul 28 2009 9:30AM New York 09:30-10:30 London 14:30-15:30 Singapore 21:30-22:30 |
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 + |
| Jul 28 2009 11:00AM New York 11:00-12:00 London 16:00-17:00 Singapore 23:00-00:00 |
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 + |
| Jul 28 2009 10:00PM New York 22:00-23:30 London 03:00-04:30 (29-Jul-2009) Singapore 10:00-11:30 (29-Jul-2009) |
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 + |
| Jul 29 2009 5:00AM New York 05:00-06:00 London 10:00-11:00 Singapore 17:00-18:00 |
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 + |
| Jul 29 2009 10:00AM New York 10:00-11:00 London 15:00-16:00 Singapore 22:00-23:00 |
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 + |
