Regional Training Information

Annual Users Conference

Check out last year's conference!


Upcoming 2-Day Regional
Training Events

There are no regional training events scheduled at this time.

Note: To make sure you know about training events coming to your area, add support@cdmplus.com and training@cdmplus.com to your list of approved e-mail senders. If you are not receiving e-mail notices from CDM+, call 800-633-9581 to update our records.


For more information
on CDM+ Training options,
call: 800-633-9581
or e-mail:
training@cdmplus.com

Detailed Agenda

CDM+ 2-Day Regional Training Event Detailed Agenda
Day 1
Day 2
Fundamentals of CDM+,
Membership and Attendance 		Contributions,
Accounting and Payroll

Goal: To acquire basic proficiency on the Fundamentals of CDM+, Membership and Attendance program. The Fundamentals of CDM+ section covers the common features of all CDM+ entry records. Address and Individual Records entry, custom field setup, report selection and printing, production of mailing labels and envelopes, entry of individual attendance, and recommendations of Visitor ministry use will be demonstrated.
Goal: To achieve basic proficiency with the Contributions, Accounting and Payroll programs of CDM+. Creation of Giving Units and Giving Funds, entry of Batch Contributions, report selection and printing including the Giving Statement will be presented. An explanation of Accounting Funds, Chart of Accounts, writing checks, completing a Bank Reconciliation, creating and printing Payroll checks, and selecting and printing financial reports will be given.

Day 1 Agenda
Day 2 Agenda
8:00 a.m.–8:30 a.m. Training Registration
8:30 a.m.–10:00 a.m. Fundamentals of CDM+, User Management, Address Records, Individual Records
10:00 a.m.–10:15 a.m. Break
10:15 a.m.–11:45 a.m. Preferences, Changing Field Titles, Master Coding System, Address/Individual Maintenance, Labels
11:45 a.m.–1:00 p.m. Lunch on your own
1:00 p.m.–2:30 p.m. Membership Reports, Pastoral and Visitation Records, Attendance Setup
2:30 p.m.–2:45 p.m. Break
2:45 p.m.–4:30 p.m. Attendance Reporting, Backup and Archiving Data
8:00 a.m.–8:30 a.m. Training Registration (for those persons not attending Day 1)
8:30 a.m.–10:00 a.m. Contributions Overview, Giving Unit Records, Contributions Setup, Giving Funds, Batch Contributions Entry
10:00 a.m.–10:15 a.m. Break
10:15 a.m.–11:15 a.m. Contributions Reports, Contributions Maintenance, Contributions History, Memorial Gifts
11:15 a.m.–11:45 a.m. Pledges/Estimates Entry and Reports
11:45 a.m.–1:00 p.m. Lunch on your own
1:00 p.m.–2:30 p.m. Accounting Overview, Chart of Accounts, Accounts Payable, Ledger Entries, Bank Reconciliation, Closing Procedures
2:30 p.m.–2:45 p.m. Break
2:45 p.m.–4:30 p.m. Budgets, Reports, Exporting, Payroll, Backup and Archiving

Note: An event may be cancelled due to insufficient registration. 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.