CDM+ Regional Training Events: Staying Connected
The theme for our 2017-18 CDM+ Regional Training Events is Staying Connected. Regional Training Events are great opportunities for us to connect with our users throughout the country, and for you to connect with other CDM+ users in your area. These 2-day conferences will also demonstrate how CDM+ keeps you connected to the important information that's needed to carry out your organization's mission. Too much of what is happening in the church office is recorded in disjointed information systems – one program does online giving, another tracks members, and yet another is used to publish online membership directories. Everyone has their own email system, and even more different products are rolled out for the church calendar and registering guests for scheduled events. If this sounds like your church office, let us show you a better way!
December 4-5, 2017 Palo Alto Area
Foothills Congregational Church
461 Orange Ave
Los Altos, CA 94022
Click here to register.
Day 1 – People, CDM+ Mobile & Engage
Focus for Day 1: To acquire basic proficiency in managing data in membership records. The class will begin with an in-depth review of the Address and Individual Records. It will explore how these records are central to understanding connections within the church and their families. Participants will learn how to customize member and visitor records with an in-depth look at the Master Coding System and how to best set up CDM+ to support the ministries of your church. The class will touch on cleaning up Membership records and maintaining them on an ongoing basis, including Archiving. We will look at the searching and reporting capabilities in CDM+. The class will also touch on CDM+ mobile and Membership Engage.
Day 2 – Stewardship & Finances
Focus for Day 2: To acquire basic proficiency in managing stewardship and financial records. The class will begin with an in-depth review of contribution tracking including Giving Unit maintenance. We will look at maintaining proper giving histories and report analysis of giving patterns and trends. The class will also explore on-line giving options and emailing of giving statements. We will also explore CDM+ accounting and how its fund accounting features can give an accurate report of the church’s finances. CDM+ payroll will be reviewed including doing direct deposit directly from within CDM+.
Fee is per person and includes training materials, but not accommodations or meals. If your church or organization has training credits as a benefit of the annual Premier Support Program, they may be applied at the rate of $25/credit off the total cost for all registrants.
Click the appropriate link in the left sidebar to register for an event. No payment is required when registering online. We will contact registrants within three business days regarding payment and any available training credit discount.
Note: Registration deadline is 1 week prior to the event. An event may be cancelled due to an insufficient number of registrations. Times and locations are subject to change.
Cancellation policy: We issue full refunds to registrants who notify us of cancellation 48 hours or more before the start of a training event. We issue a refund less $50/person when notice of cancellation is received less than 48 hours before the event. There is no refund if a registrant fails to show up for training.
This event is basic training done classroom-style with CDM+ being projected from the trainer's computer. Participants are given an illustrated manual with which to follow along and for note taking. This is not a hands-on training event.
Attendees wishing to bring a laptop to access CDM+ during the training event should have their CDM+ database (or a copy) installed on it or provide their own personal WiFi hotspot to connect remotely to their hosted CDM+ database. You should not assume the host church's Internet service will be available to attendees.