About this Event
Exclusive training opportunity at the Hunt!
For the first time ever, we’re offering in-person training sessions led by the Cheetah solutions and support team on-site at The Hunt! Whether you're new to Cheetah or looking to sharpen your skills, this is a rare chance to learn directly from Cheetah subject matter experts in person at The Hunt.
Training will take place Monday, Nov. 10, from noon to 5 pm. Lunch and refreshments will be provided.
The two training sessions are Group Fees and Reports and Exports. (See agenda below)
Learn from the experts
Who better to teach you the ins and outs of Cheetah than the team and industry veterans behind the scenes? These sessions go beyond basic how-to's. You’ll gain insights into best practices, tips and tricks, and real use cases—straight from the source.
Space is limited, don't miss out
Seats are limited to 25, and demand is high. Be sure to reserve your spot when registering for the Hunt. We can’t wait to see you there.
Training Session 1: Group Fee Deep Dive
Maximize Efficiency, Customize with Confidence
Take the guesswork out of fee configurations! In this hands-on session, you’ll learn:
- Key Differences: Understand how Group Fee Settings differ from Account Fee Settings — and why it matters.
- Flexible Setups: Explore multiple ways to configure Group Fees to best suit your organizational needs.
- Expert Insights: Discover tips, tricks, and best practices to optimize your settings and reduce manual work.
- Live FAQs: Bring your questions — we’ll have answers!
Training Session 2: Reports & Exports for Audit & Compliance
Stay Ahead of the Curve | Ensure Accurate, Timely Reporting
Learn how to leverage your reporting tools to stay compliant and make informed decisions: What We’ll Cover:
- Department Balance Summary & Detail
- RC-T Report
- Change Activity
- Fee Exports
- And more!
- Time-Saving Tools: How to schedule reports and exports — and exactly where to find them.
- Pro Tips: Get the most out of your data with insider tips from our reporting experts.
- Live FAQs: Got reporting challenges? We’ll walk through real solutions.
Register separately for the Hunt Conference
If you haven't done so already, you’ll need to register separately for the Hunt Conference itself. The Hunt is our premier gathering for trust professionals and technology leaders, filled with networking, inspiration, and fun.
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Make sure your seat is secured—we’d love to see you there.
Agenda
🕑: 12:00 PM - 01:00 PM
Lunch
Info: Lunch will be provided before the sessions begin. You're welcome to continue your lunch when the sessions begin at noon.
🕑: 01:00 PM - 02:30 PM
Group Fees Training
Info: Take the guesswork out of fee configurations! In this hands-on session, you’ll learn:
• Key Differences: Understand how Group Fee Settings differ from Account Fee Settings — and why it matters.
• Flexible Setups: Explore multiple ways to configure Group Fees to best suit your organizational needs.
• Expert Insights: Discover tips, tricks, and best practices to optimize your settings and reduce manual work.
• Live FAQs: Bring your questions — we’ll have answers!
🕑: 02:30 PM - 03:00 PM
Q&A and Break
🕑: 03:00 PM - 04:30 PM
Reports and Exports Training
Info: Learn how to leverage your reporting tools to stay compliant and make informed decisions:
• What We’ll Cover:
o Department Balance Summary & Detail
o RC-T Report
o Change Activity
o Fee Exports
o And more!
• Time-Saving Tools: How to schedule reports and exports — and exactly where to find them.
• Pro Tips: Get the most out of your data with insider tips from our reporting experts.
• Live FAQs: Got reporting challenges? We’ll walk through real solutions.
🕑: 04:30 PM - 05:00 PM
Q&A
Event Venue & Nearby Stays
El Conquistador Tucson, A Hilton Resort, 10000 North Oracle Road, Tucson, United States
USD 423.34
