Virtual Training Workshops

The Virtual Training Workshops are designed for new ChMS or Financials customers, users who need a refresher course, and/or existing customers who change staff positions. Each workshop:

  • Offered online as interactive, lecture-style, Zoom sessions
  • Limited to 15 attendees
  • Includes a detailed step-by-step workbook (available as a PDF download)
  • Includes online quizzes to evaluate your learning and engagement

Workshops are delivered three hours daily (12:30pm–3:30pm CT) over four days (Monday-Thursday).

ChMs 101 virtual Workshop

Monday - Thursday (12:30pm–3:30pm each day)

In these sessions you will learn how to…

  • Set up your ChMS and Giving applications
  • Customize Individual Records and Groups
  • Track Attendance and Check-in
  • Post contributions and online giving
  • Use Interactions and Workflows
  • Use Forms to get feedback, registrations, and receive donations from your members
  • Use Mass Contact to stay connected to members
  • And much more!

Cost: $300 (early bird) / $350 (full price) 

Register: Select a date below


Dates

July 19-22 (early bird July 12; closed July 16)

August 2-5 (early bird July 26; closed July 29)

August 16-19 (early bird Aug 9; closed Aug 12)



financials 101 virtual workshop

Monday - Thursday (12:30pm–3:30pm each day)

In these sessions you will learn how to…

  • Set up Financial applications
  • Create and modify a Chart of Accounts
  • Keep tabs on your Bank Statement and activity
  • Set up and use reports to track balance, budget, or actuals
  • Print vendor activity and run reports
  • Run Payroll
  • Print W-2 and 1099 forms
  • And much more!


Cost: $300 (early bird) / $350 (full price) 

Register: Select a date below


Dates

July 19-22 (early bird July 12; closed July 16)

August 9-12 (early bird Aug 2; closed Aug 5)

August 23-26 (early bird Aug 16; closed Aug 19)