Schedule Your
Virtual Training
We provide free virtual UMS training sessions throughout the year. We allocate a dedicated Product Expert from our Technical Support team to provide personal assistance to you in a small group setting where you can learn to better utilize your software. This is a great tool available to you, and we encourage our customers to take advantage of these free trainings.
These training opportunities cover a wide array of topics. Training sessions are designed to provide our users with an in-depth understanding of the core processes within UMS/UB4, as well as cover frequently asked questions.
2026 Trainings
UB4 – Navigation, Quick Access – Other Tips and Tricks
Feb 20, 2026 | 10:00 AM to 11:00 AM CST FULL
Payment Services – UMS/UB4 – Managing Electronic Payments & Adoption Rates
Feb 20, 2026 | 2:00 PM to 3:00 PM CST FULL
UB4 – New Customer and Location Creation
Mar 13, 2026 | 10:00 AM to 12:00 PM CST
Payment Services – UMS/UB4 – Electronic Payment Reconciliation
Mar 13, 2026 | 2:00 PM to 3:00 PM CST
UMS – Intermediate Training & QA
Apr 17, 2026 | 12:00 PM to 4:00 PM CST
Payment Services – UMS/UB4 – Company Communication Options and Manage Message Templates
Apr 17, 2026 | 2:00 PM to 4:00 PM CST
UB4 – Inventory Management
May 12, 2026 | 10:00 AM to 12:00 PM CST
Payment Services – UMS/UB4 – Sending Electronic Notices
May 12, 2026 | 2:00 PM to 3:00 PM CST
UB4 – Report Query Builder & Editing Reports
Aug 21, 2026 | 10:00 AM to 12:00 PM CST
Payment Services – UMS/UB4 – Electronic Payment Reconciliation
Aug 21, 2026 | 2:00 PM to 4:00 PM CST
UB4 – Intermediate Training & QA
Oct 16, 2026 | 12:00 PM to 4:00 PM CST
UMS – Rate Changes & Posting Date Ranges
Dec 4, 2026 | 10:00 AM to 11:00 AM CST
UB4 – Rate Changes & Posting Date Ranges
Dec 4, 2026 | 1:00 PM to 2:00 PM CST
Product Review – UMS, UB4, CWP Development Review – 2027 High-level Review
Dec 11, 2026 | 10:00 AM to 1:00 PM CST
*If you sign up but can’t attend the training, you will receive an email with a link to the recording afterward!