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 System Training & Seminars
System Training & Seminars !


Whether it's system training you need, advanced continuing education seminars, or customized on-site training, DATAIR's Educational Services group is ready to meet your needs.

System Training | Live Webinar  | Recorded Webinar  | User Group Meeting


You are invited to

DATAIRís  47thAnnual User Group Meeting &

our 50th Anniversary Reception

Saturday, October 21, 2017

12:30 Ė 6:00 p.m.  Reception to follow

Gaylord National Resort - National Harbor, MD

Register today for the free Annual User Group Meeting & Anniversary Reception

Space is limited...Register today! We look forward to seeing you there!

To register, go to https://www.datair.com/PDF/2017_UGM_Registration.pdf.


Ultimate Cash Balance Seminar

Presented by DATAIR and Guest Speakers

Norman Levinrad & Kevin Donovan
Thursday & Friday, November 2-3, 2017

8:00 a.m - 5:00 p.m.
NIU Naperville Conference Center
1120 E. Diehl Rd.
Naperville, IL  60563

Due to popular demand and past successful sessions, DATAIR is hosting the Ultimate Cash Balance seminar with Norman Levinrad and Kevin Donovan on Thursday & Friday, November 2-3, 2017.

The Ultimate Cash Balance Seminar will be Thursday afternoon and all day Friday. Attend Thursday morning for the optional Cash Balance Fundamentals.

For more information and to register, go to https://www.datair.com/PDF/Cash_Balance_Registration_1117.pdf.

Space is limited...Register today! We look forward to seeing you there!


System Training

We are pleased to announce the following dates for system training in DATAIRís Westmont office. A brief description of each class is listed below. For more detailed information on each class, please see the registration form.
 

2017 Westmont Training Schedule

System

Nov Dec

Fee

Day Time
PE/Win: DC Introduction 6 4 $300 Monday 8:30-4:30 (CST)
DC Win: Advanced Topics 7 5 $300 Tuesday 8:30-4:30 (CST)
Import/Export (.dia) 8 6 $300 Wednesday 8:30-4:30 (CST)
CB for the DC Administrator 9 7 $300 Thursday 9:00-4:00 (CST)

Can't make it to the November or December sessions? Sign up for our small group classes that are more customized. Call for further details on how you can attend.

General System Training Registration Form (PDF)
Hotel Information and Directions  (PDF)

PE/Win: Introduction for DC
This one day session will cover the basic system selections and options for Defined Contribution plans. Setting up and navigating through the screens will be covered in detail. This session will introduce you to creating the plan, running the valuation, reports, and an overview into the magic of import and export.
 

DC/Win: Advanced Topics
This one day session will cover coding advanced options with a detailed examination of the entire system. Emphasis will be on 401(k) plans. Working knowledge from using the system or the PE/Win Introduction class is required for this session.


Cash Balance for DC Administrator
This class will focus on the concepts of a cash balance plan, how it works better than a single profit sharing plan, providing larger contributions to principles, discussion of the cash balance document, and using the master plan for testing.


Import / Export (.dia)
This session will cover the aspects of importing and exporting with PE/Win. Learn how to use the powerful data handling tools available to Pension System subscribers. We strongly recommend that all DC and DB session attendees also attend this class.

Who should attend?
Anyone that is just getting started with the systems, needs a refresher course or needs to find a few more efficient tips and tricks for using the systems.

Is there anything to do while Iím in Westmont?
Check out the following websites http://www.explorechicago.org/city/en.html or www.westmont.il.gov

Customized System Training
If you wish to have customized on-site system training, we will come to your office and conduct training tailored for your needs. Alternatively, we offer one-on-one training both at our Westmont, IL office and using GoToMeeting webinar interface. Our fee for these services is $2,000 per day, plus expenses. Travel time in excess of Ĺ day will be billed at $2,000 per day in Ĺ-day increments up to one additional day. Limited to 10 attendees/session.
 


Webinar Training

DATAIR is offering a series of free topical webinars.  The webinars are generally one hour in length and are presented live.  These presentations are recorded and are available to those who miss the live presentation, or wish to view it again.

 

** No live webinars are currently scheduled. Check below for prerecorded ones **

Click on the title of the session to register - All times are CENTRAL (Chicago) TIME ZONE
 
The above webinars have no registration fees.  As such, no toll-free telephone number is offered for these webinars which are open to all active DATAIR clients. Audio is available via phone or speakers and microphone connected to the computer.
Recorded Webinars 

** No recorded webinars are currently available **