June
CARES Project Kickoff
July
CARES Implementation Phase Kick-off
September
CARES Program Update – Special Counsel Seminar
October
CARES Program Rollout 1 Client Reporting Overview & Strategy
December
CARES Program Update
January
CARES Program Rollout 1 Client Certification File Layout & Submission
February
CARES Program Rollout 1 Out-of-the-Box Reports
CARES Program Rollout 1 Client Certification File Layout & Submission TouchPoint
April
CARES Program Rollout 1 Client Certification File Layout & Submission TouchPoint
CARES Program Update
May
CARES Program Rollout 1 Client Certification File Layout & Submission TouchPoint
June
CARES Program Rollout 1 Client Certification File Layout & Submission TouchPoint
July
CARES Program Rollout 1 Client Go-Live Readiness
January
CARES Program Rollout 2 January 2023 Client Meeting
February
CARES Program Rollout 2 February 2023 SC/TPV Meeting
March
CARES Program Rollout 2 March 2023 Client Meeting
April
CARES Program Rollout 2 April 2023 Client Meeting
May
CARES Program Rollout 2 May 2023 Client Meeting
August
CARES Program Rollout 4 PTX Client Kick-off Meeting on 8/14/2024
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 8/28/2024
September
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 9/11/2024
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 9/25/2024
October
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 10/9/2024
November
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 11/6/2024
December
CARES Program Rollout 4 PTAX Monthly Touch Point on 12/4/2024
January
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 1/8/2025
February
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 2/5/2025
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 2/26/2025
March
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 3/12/2025
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 3/26/2025
April
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 4/9/2025
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 4/23/2025
May
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 5/7/2025
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 5/21/2025