Self-Guided Onboarding is a series of videos, followed by scheduled live webinars. The webinars reinforce the key takeaways from the series of videos. Users must complete the prerequisite videos before they can register to attend a webinar. However, users may continue to watch videos if they have not yet attended the webinar for the previous section.
In addition to the videos and webinars, you will be assigned an Onboarding Specialist who will perform check-ins on your firm’s progress. We also offer two open office hour sessions each Friday from 10-11 AM EST and 3-4 PM EST, which your team is welcome to join to ask any questions they might have.
The Self-Guided Onboarding timeline is solely dependent upon your firm, as you are responsible for enforcing completion of the videos and webinars.