Step One: Watch Athennian 101

To get started with the On-Demand Webinar Series, watch the following Athennian Training 101 video to help you understand the basics of how to navigate the system, enter basic entity and people data, and how to utilize the tasks and reports sections of the application.

Step Two: Sign Up for Access to the Training Environment

Before you get started with the following training segments, you'll want to submit an access request to our training environment. In the training environment, you'll be able to explore Athennian and complete exercises to become an Athennian pro.

Step Three: Watch Each On-Demand Training Webinar

Take training at your own pace by watching our on-demand webinar series. We've broken the training into four segments to make it easier for you to learn as you go. Each webinar is approximately 20 minutes long.

Here is a breakdown of the different segments and what to expect in each of them:

Segment 1: Entering Entity and People Data

In Segment 1, we will cover the following topics:

  • Dashboard Review - Help Center / Feedback Center / In-App Chat

  • Create an entity from a template

  • Create an entity from scratch

  • Create agents, track registrations, add principals, create classes of securities, etc.

  • Create and merge a person record

  • Bulk replace, appoint and remove principals

  • Generate an entity summary

In addition to these topics, we will also cover the most frequently asked questions in regards to these topics, and we will direct you to the most applicable training missions and Athennian Help Center sections.

To get started with Segment 1, click on the link below:

Segment 2: Securities and Org Charts

In Segment 2, we will cover the following topics:

  • Issue shares and generate related stock certificate

  • Transfer shares and create new shareholder information

  • Consolidate stock certificates

  • Generate ownership ledgers

  • Org chart basics

In addition to these topics, we will also cover the most frequently asked questions in regards to these topics, and we will direct you to the most applicable training missions and Athennian Help Center sections.

To fast forward to Segment 2, click on the link below:

Segment 3: Generating Tasks and Reminders

In Segment 3, we will cover the following topics:

  • Create various Compliance Tasks and Generate Reminders

  • Edit Reminders and send reminders to other team members

  • Update share transactions and generate stock certificates and ownership ledgers from a Task

In addition to these topics, we will also cover the most frequently asked questions in regards to these topics, and we will direct you to the most applicable training missions and Athennian Help Center sections.

To fast forward to Segment 3, click on the link below:

Segment 4: Maintaining the Virtual Minute Book and Generating Reports

In Segment 4, we will cover the following topics:

  • Create multiple headers and import headers from other entities

  • Upload documents from your desktop and from Athennian

  • Link documents from the Virtual Minute Book to Registrations and Share Transactions

  • Move files from within the Virtual Minute Book

  • Reports basics

  • Custom Reports Basics

In addition to these topics, we will also cover the most frequently asked questions in regards to these topics, and we will direct you to the most applicable training missions and Athennian Help Center sections.

To fast forward to Segment 4, click on the link below:

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