Client Training at The Hunt '25 Client Conference

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)

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.

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.

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!

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.

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.

Info: Lunch will be provided before the sessions begin. You're welcome to continue your lunch when the sessions begin at noon.

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!

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.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Cheetah