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. |
|
| 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 |
|