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Omgeo Client Training offers the most up-to-date information on our products and services delivered over the Internet, in a classroom setting, or at your site. Search and register for free, instructor-led sessions or access our self-paced learning options. Can't find what you're looking for? Contact us to discuss your needs.
View Our Featured Self-paced Learning:
Omgeo Central Trade Manager for Broker/Dealers - Quick Entry for Trade Input +
Omgeo Central Trade Manager for Broker/Dealers - Exception Processing of Mismatched Trades +
Browse All Self-paced Learning Options +
Meet Our Trainers +
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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 AMF Member Meeting 8, February 2012 New York, NY Featuring Ana Lotharius, Global Product Manager, Omgeo BVI 9 February 2012 Frankfurt, Germany Omgeo to exhibit | |
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| Quick Links Event Calendar + Upcoming Training + Contact Sales + | |
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| Date | Delivery Method | Language | Course |
| Feb 7, 2012 New York: 10:00-11:00 London: 15:00-16:00 |
Webinar | English | Central Trade Manager for Investment Managers Who Should Attend Current or new users who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 8, 2012 New York: 10:00-11:00 London: 15:00-16:00 Singapore: 23:00-00:00 |
Webinar | English | ALERT for Investment Managers: Introduction to the User Interface Who Should Attend New users who need to learn basic functionality. Current users requiring a refresher on the functionality. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 13, 2012 New York: 11:00-12:00 London: 16:00-17:00 Singapore: 00:00-01:00 (14-Feb-2012) |
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 + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 14, 2012 New York: 10:00-11:00 London: 15:00-16:00 Singapore: 23:00-00:00 |
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. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 14, 2012 New York: 14:00-15:00 |
Webinar | English | TradeSuite NearMatch Training for Investment Managers Who Should Attend New and existing users who need to view unmatched allocations and unmatched broker confirms. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 15, 2012 New York: 09:30-10:30 London: 14:30-15:30 |
Webinar | English | Central Trade Manager - Settlement Notification Who Should Attend Current day-to-day, buy-side users and any 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 + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 16, 2012 New York: 10:00-11:00 London: 15:00-16:00 Singapore: 23:00-00:00 |
Webinar | English | ALERT Plus for Investment Managers Who Should Attend Current or new users who need to understand the file formats in order to upload/maintain data in ALERT. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 16, 2012 New York: 14:00-15:00 London: 19:00-20:00 Singapore: 03:00-04:00 (17-Feb-2012) |
Webinar | English | 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 + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 20, 2012 New York: 11:00-12:00 London: 16:00-17:00 |
Webinar | English | Central Trade Manager for Investment Managers Who Should Attend Current or new users who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 21, 2012 New York: 10:00-11:00 London: 15:00-16:00 Singapore: 23:00-00:00 |
Webinar | English | ALERT for Brokers Who Should Attend Current or new users who need to maintain their own standing settlement instructions (SSIs) and retrieve their clients' SSIs and fund information. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 22, 2012 New York: 10:00-11:00 London: 15:00-16:00 |
Webinar | English | ALERT: Input of Foreign Exchange/Cash Instructions and Data Authentication Who Should Attend Investment managers and brokers users who need to input their own FX and cash standing settlement instructions (SSIs) and who also need to interpret the FX SSIs of their counterparties. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 22, 2012 New York: 14:00-15:00 London: 19:00-20:00 Singapore: 03:00-04:00 (16-Dec-2011) |
Webinar | English | TradeSuite Confirm/Affirm for Investment Managers Who Should Attend New and current users who need to create, retrieve, archive, and export confirmations. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 28, 2012 New York: 15:00-16:00 London: 20:00-21:00 Singapore: 04:00-05:00 (15-Dec-2011) |
Webinar | English | OASYS-TradeMatch for Investment Managers Who Should Attend Current or new users who want to understand the workflow and modules including Omgeo OASYS, Confirm/Affirm and NearMatch. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Feb 29, 2012 New York: 10:00-11:00 London: 15:00-16:00 |
Webinar | English | 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 of using this product. Agenda + Register + | View All Sessions for This Course + |
