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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.
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| Experience Omgeo See how our products can support your needs across the trade life cycle  | |
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| Events GlobalTrading Post-Trade Roundtable Thought Leader Discussion 22 May 2013 Hong Kong Omgeo to sponsor Jean Remi Lopez to speak FTF HedgeOps Conference 22, May 2013 New York, NY Omgeo to sponsor | |
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| Quick Links Event Calendar + Upcoming Training + Contact Sales + | |
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| Date | Delivery Method | Language | Course |
| May 20, 2013 Singapore: 10:00-12:00 (21-May-2013) |
Webinar | Mandarin | Omgeo Central Trade Manager: Managing Exceptions Using the Trade Blotter Who Should Attend Current day-to-day Omgeo CTM investment managers and broker/dealers who need to use the trade blotter functionality to fix mismatched and unmatched trades. Attendees learn to develop best practices so they successfully work with counterparties who also use the trade blotter to manage exceptions. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| May 21, 2013 New York: 11:00-12:00 London: 16:00-17:00 |
Webinar | English | Omgeo Central Trade Manager: Managing Exceptions Using the Trade Blotter Who Should Attend Current day-to-day Omgeo CTM investment managers and broker/dealers who need to use the trade blotter functionality to fix mismatched and unmatched trades. Attendees learn to develop best practices so they successfully work with counterparties who also use the trade blotter to manage exceptions. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| May 21, 2013 New York: 14:00-15:00 London: 19:00-20:00 |
Webinar | English | TradeSuite ID 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 |
| May 22, 2013 Singapore: 13:00-14:30 |
Webinar | English | Omgeo Central Trade Manager for Broker/Dealers: Exception Processing Training Who Should Attend New users who need to understand the trade flows, statuses, and best practices applicable when both parties are using Omgeo CTM. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| May 22, 2013 New York: 09:00-10:00 London: 14:00-15:00 |
Webinar | English | Omgeo 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 |
| May 23, 2013 New York: 14:00-15:00 |
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 |
| May 29, 2013 Singapore: 13:00-14:30 |
Webinar | English | Omgeo 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 |
| May 30, 2013 New York: 14:00-15:00 |
Webinar | English | OASYS for Investment Managers Who Should Attend All new and current users of OASYS who would like to review the workflow, key functionality, and automation benefits. Prospective clients may also join to learn about the benefits of automating their domestic order allocation flows. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Jun 3, 2013 New York: 10:00-11:30 London: 15:00-16:30 |
Webinar | English | Omgeo Central Trade Manager for Broker/Dealers: Exception Processing Training Who Should Attend Current users or those migrating to Omgeo CTM who need to understand the trade flows and matching statuses, navigate the user interface and manage trade exceptions. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Jun 4, 2013 New York: 10:00-11:00 London: 15:00-16:00 Singapore: 22:00-23:00 |
Webinar | English | Omgeo 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 |
| Jun 5, 2013 New York: 09:00-10:00 London: 14:00-15:00 |
Webinar | English | Omgeo 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 |
| Jun 5, 2013 New York: 09:00-09:45 London: 14:00-14:45 |
Webinar | English | Omgeo CTM Tips & Tricks # 1 for Broker Dealers Who Should Attend Broker/dealers who use the Omgeo CTM trade blotter for manual entry and exception management will benefit most from the session. Broker/dealers who use the trade blotter only for exception management may also want to participate, though the focus is on providing tips for the manual entry and interaction with the trade blotter. Investment managers who would like to understand how their broker/dealer counterparty’s input trade confirmations into Omgeo CTM may also benefit from attending the session.
Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Jun 6, 2013 Singapore: 13:00-14:30 |
Webinar | English | Omgeo 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 |
| Jun 6, 2013 New York: 10:00-11:00 London: 15:00-16:00 Singapore: 22:00-23:00 |
Webinar | English | Omgeo Central Trade Manager - Settlement Notification for Investment Managers Who Should Attend Current day-to-day, investment managers and buy-side users. 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 about how the Settlement Notification feature of Omgeo CTM works. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Jun 10, 2013 Singapore: 10:00-11:30 (11-Jun-2013) |
Webinar | Japanese | Omgeo Central Trade Manager for Broker/Dealers: Exception Processing Training Who Should Attend New users who need to understand the trade flows, statuses, and best practices applicable when both parties are using Omgeo CTM. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Jun 11, 2013 New York: 09:30-10:15 London: 14:30-15:15 |
Webinar | English | Omgeo CTM Tips & Tricks #2 for Broker Dealers Who Should Attend Broker/dealers who use the Omgeo CTM trade blotter for manual entry and exception management will benefit most from the session. Broker/dealers who use the trade blotter only for exception management may also want to participate, though the focus is on providing tips for the manual entry and interaction with the trade blotter. Investment managers who would like to understand how their broker/dealer counterparty’s input trade confirmations into Omgeo CTM may also benefit from attending the session.
Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Jun 11, 2013 New York: 10:00-11:00 London: 15:00-16:00 |
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 |
| Jun 11, 2013 New York: 14:00-15:00 London: 19:00-20:00 |
Webinar | English | TradeSuite ID 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 |
| Jun 12, 2013 New York: 09:00-10:00 London: 14:00-15:00 |
Webinar | English | Omgeo 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 |
| Jun 13, 2013 Singapore: 13:00-14:30 |
Webinar | English | Omgeo 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 |
| Jun 13, 2013 New York: 14:00-15:00 |
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 |
| Jun 14, 2013 New York: 09:00-10:00 London: 14:00-15:00 |
Webinar | English | Omgeo Central Trade Manager: Managing Exceptions Using the Trade Blotter Who Should Attend Current day-to-day Omgeo CTM investment managers and broker/dealers who need to use the trade blotter functionality to fix mismatched and unmatched trades. Attendees learn to develop best practices so they successfully work with counterparties who also use the trade blotter to manage exceptions. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Jun 17, 2013 New York: 11:00-12:00 London: 15:00-16:00 |
Webinar | English | Omgeo Central Trade Manager Informational Session for Prospective Clients and STP Partners- Webinar Who Should Attend Investment Managers / Broker Dealers trading in Cross Border Equity,Fixed Income Instruments,Futures and Options who want to learn about the benefits of using this product. Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Jun 18, 2013 New York: 10:30-11:45 London: 15:30-16:45 |
Webinar | English | Omgeo CTM Tips & Tricks # 1 for Broker Dealers Who Should Attend Broker/dealers who use the Omgeo CTM trade blotter for manual entry and exception management will benefit most from the session. Broker/dealers who use the trade blotter only for exception management may also want to participate, though the focus is on providing tips for the manual entry and interaction with the trade blotter. Investment managers who would like to understand how their broker/dealer counterparty’s input trade confirmations into Omgeo CTM may also benefit from attending the session.
Agenda + Register + | View All Sessions for This Course + |
| Date | Delivery Method | Language | Course |
| Jun 18, 2013 New York: 14:00-15:00 London: 19:00-20:00 |
Webinar | English | TradeSuite ID 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 + |
