Our clients deserve trainers who truly get it—and that’s exactly what you’ll find in Angie Ashton.
Before joining our team, Angie spent decades working inside a large regional bank, doing the very same work our clients do today. She’s processed retirement plans, set up and audited fee schedules, answered to auditors, and felt the frustration of a report that just doesn’t look right.
That’s why Angie is such a powerful guide. She’s been in your shoes—asking the same questions, solving the same problems, and learning the hard way so you don’t have to.
At The Hunt, Angie will be leading two exclusive training sessions where you’ll not only learn how Cheetah works, but also how to make it work for you in real-world scenarios.
Angie, what will attendees do in these sessions?
We’re structuring these sessions to be hands-on and practical. In the Group Fee deep dive, we’ll start by breaking down the differences between Group Fee Settings and Account Fee Settings, and why those distinctions matter in real client situations.
But we won’t stop at definitions—we’ll show live examples from our own training environment so participants can see exactly how configurations impact outcomes. We’ll share the setups we’ve seen work well, common mistakes that tend to trip people up, and simple adjustments that can save hours of frustration.
In Reports & Exports, we’ll get into the real tools clients rely on every day—department balance reports, RC-T, change activity, fee exports, and more. Attendees will see how field selections shape results and why choosing one option over another can completely change the story a report tells. We’ll also talk through scenarios where an export provides more flexibility than a report, and vice versa. The point is to give people the confidence to know why they’re choosing a particular setup.
Why make this an in-person experience?
In the past, a lot of our training has been via videoconferencing and webinars: we’d explain the functionality and move on. That’s helpful, but it’s limited.
This time, being together in person means we can walk through real setups, step by step, and let participants follow along in a test environment if they choose. It’s the difference between reading a manual and sitting next to someone who can show you exactly what to do.
It also opens the door for spontaneous problem-solving. If someone brings a specific question or describes a situation that hasn’t been covered, we can pause, explore it together, and even troubleshoot live.
Where did the training topics come from?
We went straight to the source: our clients. Last year, we surveyed attendees about what training they wanted most, and the top two requests—by far—were Group Fees and Reports & Exports. That’s why we built the curriculum around these sessions.
Within those topics, we’ve also added layers that clients told us they find confusing: understanding how specific field selections affect outputs, recognizing when to use exports instead of reports, and making sure reports are set up in a way auditors will trust. These aren’t theoretical lessons; they’re practical answers to the most common tickets and calls we see every day.
What kinds of outcomes have you seen when teams learn this way?
When people get the chance to see Cheetah applied in a live environment, the lightbulb goes on. They’re no longer guessing or relying on back-and-forth tickets to resolve issues—they understand why a configuration works and can apply that logic in their own environment.
That confidence has real business value. It reduces time wasted on trial and error, it means fewer bottlenecks waiting, and it builds stronger internal knowledge so teams can help each other.
What’s your background, and how does it help attendees?
I’ve been on the other side of the desk for decades. At a large regional bank, I spent more than 20 years in retirement plans—working with IRAs, 401(k)s, distributions, contributions, 1099-Rs, and compliance forms. Later, I shifted into the fees area, where I built and maintained fee schedules, validated calculations, collected fees, and supported audits. My job was to make sure auditors could see that everything tied out correctly—and to fix it when it didn’t.
That experience matters because I’ve lived the challenges our clients face. I know what it’s like to have an auditor question a calculation, or to realize a setup isn’t pulling the data you expected. When I explain why one setup is better than another, it’s not just theory—it’s the same reasoning I used when I had to sign off on those numbers myself.
Any pro tips to maximize the value of this training?
Come prepared. Bring your questions, and if you can, bring a device so you can log into a test environment and try things as we go. The more you practice alongside the session, the more it will stick.
And finally, don’t be shy about following up. Kyle and I, along with the rest of the team, will be at the conference all week and available for conversations outside the formal sessions.
Event Details & Registration
- When: Monday, Nov. 10, noon–5 p.m. (lunch & refreshments included)
- Where: The Hunt (on-site training rooms)
- Sessions:
- Group Fee Deep Dive — Efficiency, correct configuration, and best practices
- Reports & Exports for Audit & Compliance — RC-T, change activity, department balance reports, fee exports, scheduling, and field selection
- Capacity: Only 25 seats.
Save your spot now. These are small, hands-on sessions led by the Cheetah team and industry veterans who’ve done the job you do—so you leave with answers you can use immediately.
