CDM+ 2-Day Regional Training Event
Staying Connected

Detailed Agenda

Day 1 People, CDM+ Mobile & Engage

8-8:30
Registration

8:30-10:00
Administration, Preferences, Address and Individual Records

10-10:15
Break

10:15-11:45
Master Coding System, Data management strategies, Intro to Engage

11:45-1:00
Lunch is on your own

1:00-2:30
Membership Reports and Advanced searches

2:30-2:45
Break

2:45-4:30
Intro to CDM+ mobile, attendance and visitation tracking, Backup & Archiving

Day 2 Stewardship & Finances 

8-8:30
Registration for attendees who were not present on Day 1

8:30–10:00
Contributions Overview, Giving Unit Records, Contributions Setup, Giving Funds, Batch Contributions Entry

10-10:15
Break

10:15-11:45
Contribution reports, giving histories, and online giving options

11:45-1:00
Lunch is on your own

1:00-2:30
Accounting Overview, Chart of Accounts, Accounts Payable, Ledger Entries, Bank Reconciliation, Closing Procedures

2:30-2:45
Break

2:45-4:30
Budgets, Reports, Payroll, Exporting, Backup and Archiving

All times are local to the area in which the training is conducted.

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.