Athennian Training Program 📚

Level up your skills in Athennian with 8 Missions to complete!

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8 articles in this collection
Written by Brooke Nagy

Getting Started with the Athennian Training Program

Learn the basics on how to navigate the system, enter basic entity and people data and walk through tasks and reports!
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Written by Brooke Nagy
Updated over a week ago

Mission 1 - Basics on Creating an Entity, Tasks & Reports

Learn how to create an entity, manage directors & officers, create share classes issue securities and generate documents!
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Written by Brooke Nagy
Updated over a week ago

Mission 2 - Securities Management Basics

Learn how to manage share classes, issue shares, and prepare certificates
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Written by Brooke Nagy
Updated over a week ago

Mission 3 - Agents, Registrations & Annual Compliance

Learn how to create an Agent, Foreign Qualification and Annual Compliance Tasks
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Written by Brooke Nagy
Updated over a week ago

Mission 4 - Securities Transactions

Learn how to issue, redeem, transfer and prepare stock certificates
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Written by Brooke Nagy
Updated over a week ago

Mission 5 - Generating Registers and Summaries & Virtual Minute Book Basics

Learn how to prepare registers, ledgers, summary documents and upload/move documents to the Virtual Minute Book
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Written by Brooke Nagy
Updated over a week ago

Mission 6 - Org Charts, Entity Templates & Reports

Create org charts, entities from templates, and reporting on multiple entities
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Written by Brooke Nagy
Updated over a week ago

Mission 7 - Bulk Changes to Principals

Learn how to combine and bulk appoint, replace or resign People records across your Athennian database
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Written by Brooke Nagy
Updated over a week ago