| FAQs about Group Online Training |
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| Online
Classes (CDM+ 8.0 and later) |
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| Details of "Fundamentals of CDM+" | |
| Detailed descriptions of Membership/Attendance classes | |
| Detailed descriptions of Contributions classes | |
| Detailed descriptions of Accounting/Payroll classes | |
| View scheduled Online Classes and/or register for Group Online Training |
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(NOTE: Times for classes are Eastern Time.) | |
Important Notes: Classes fill quickly... Training credits... The phone call... |
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Group
Online Training |
Group Online Training
classes last one hour and cover a set course of material as
described in the class list below. Class size is limited to
6-8 registrants, but we define a single registrant as one Internet
connection, so you may gather staff members around a speaker
phone and train several persons at once. The trainer will take
your questions at a designated time, but please note that questions
should be of general concern. Arrange for Individual
Online Training to cover questions about situations
unique to your
church. Requirements: a long distance phone line and a computer with
a broadband Internet connection |
CDM+
8.1.1 Upgrade Presentation |
| What does the latest version of CDM+ (Standard or Pro) look like? How is it different from the version of CDM+ I presently run? These and other important questions are discussed in this presentation. We can’t answer all your questions in an hour because the new CDM+ is just so powerful, but we will try to answer many of them. And the online session is FREE!! Details of this class. |
Fundamentals
of CDM+ (for CDM+ 8.0 and later) |
This
is a free class—no
training credits or payment required. You pay only for the long distance phone call. |
| Fundamentals of CDM+ teaches the effective use of the common features of all CDM+ programs (versions 8.0 and later). Knowledge of this material is foundational for all users. Details of this class. |
CDM+
Advanced Find/Search (for CDM+ 8.0
and later) |
| Learn how to unleash the power of the CDM+ Advanced Find/Search! Searching on Primary Records and Related Records, as well as Saved Searches, is covered. Advanced Find/Search is used in all CDM+ programs on record frame windows and reports; this class is for all users of CDM+ versions 8.0 and later. |
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Archive & Backup/Restore of CDM+ Data (for
CDM+ 8.0 and later)
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| Your data records contain vital information for all the ministries of your church. To say they are important is an understatement. This course presents a plan to protect and maintain your database. Details of this class. |
CDM+
Membership/Attendance Classes (for
CDM+ 8.0 and later) |
| Membership Overview – Introductory examination of the features of the CDM+ Membership program and basic use of Address and Individual records. |
| Membership 1 – Essential training for effective use of the Membership program. The launching pad for all CDM+ Membership program users! |
| Membership 2 – Detailed training on the basics of organizing your database to support the ministries and needs of your church. Let us show you how information management can make your unique ministries come front and center. |
| Membership 3 – Handling those records changes and special situations that are a part of the church office work are demonstrated in this class. |
| Managing CDM+ Membership Data – Keeping your membership data accurate increases ministry effectiveness and this class explains how. |
| Membership Reports 1 – Retrieving your Address and Individual record information in basic report formats is covered; anyone working with membership records would benefit from this class. |
| Membership Reports 2 – Designing and printing three of CDM+’s most popular reports are presented in this class. The custom setup of the church office membership yearbook is highlighted. |
| Membership Reports 3 – Communication—can we ever do enough of it? CDM+ Notices (custom letters, cards and e-mails) make the task easier. Learn how to create them in this class. |
| Attendance 1 – Tracking the attendance of members and visitors is important to ministry. This class covers the essentials of attendance for classes, groups or worship events. |
| Attendance 2 – Know who is visiting your church and assimilate them into your fellowship through an effective process supported by the CDM+ Attendance program. This class gives you the tools to do so. |
| CDM+ Visitation and Pastoral Records – Maintaining personal contact with members builds relationships and strengthens churches. Visitation and Pastoral Records easily maintains vital information of past contacts and enables planning and scheduling for future contacts. |
CDM+
Contributions Classes (for CDM+
8.0 and later) |
| Contributions Overview – Introductory examination of the setup and basic usage of the Contributions program as a tool to manage your giving records |
| Contributions 1 – The Contributions program basics are covered here, including the setup process. Everyone working with CDM+ Contributions needs this class. |
| Contributions 2 – Proper entry and posting of contributors’ giving remains a high priority for the church office. This process is presented in this class, which is basic instruction for all persons responsible for tracking members’ giving. |
| Contributions 3 – The pledge tracking process can be enhanced and made more effective by learning the steps presented in this class. Pledge setup, entry and pledge reports will be covered here. |
| Contributions 4 – How do you handle visitors who attend your church and make a contribution? This class presents two options. Memorial Giving and Contribution maintenance issues are also addressed. |
| Contributions Reports 1 – Eight of the basic Contribution reports are reviewed, as well as a creating Giving Statements. |
| Contributions Reports 2 – Analyzing giving and encouraging members to grow in their stewardship remains a vital task in all churches. This class is for leaders, financial assistants and ministers to gain the use of CDM+ tools to help accomplish this task. |
| CDM+ Year-End Contributions Tasks – Review of year-end CDM+ Contributions tasks to be completed to update your contributions data, prepare for next year and provide contributors with accurate giving statements. |
CDM+
Accounting/Payroll Classes (for
CDM+ 8.0 and later) |
| Accounting Principles 1 – Just starting in CDM+ accounting? Have little or no accounting experience? Desire to learn the basics? We designed this class for you. |
| Accounting Overview – An introductory examination of the setup and basic usage of the Accounts Payable and Ledger functions within the CDM+ Accounting program. |
| Getting Started in CDM+ Accounting – What information do you need to have and how do you begin to set up CDM+ Accounting? These questions are answered in this class. Also includes a discussion of CDM+ Funds and the Chart of Accounts. |
| Accounts Payable – The timely and efficient payment of church expenses can be handled through CDM+ Accounts Payable. Treasurers, Financial Assistants and Church Administrators should know the AP process presented in this class. |
| Accounting Ledger 1 – An understanding Accounting Ledger entries and completing your Bank Reconciliation is the focus of this class. All financial users can benefit from this information. |
| Accounting Ledger 2 – Accounting period processes are covered in this class, including using a Budget to maintain fiscal responsibility. Ledger changes/voids will be discussed. |
| Accounting Reports 1 – Accounting reports are used to analyze the fiscal condition of your organization. The basic accounting reports are reviewed and demonstrated. |
| Accounting Reports 2 – Comparison and summary reports are the main focus of this class. Custom setup of these reports is demonstrated. |
| CDM+ Year-End Accounting Tasks – Review of year-end accounting tasks to be completed in CDM+. Class will discuss issues and demonstrate "how-to" actions for common year-end accounting procedures. |
| Payroll 1 – Proper setup of the Payroll program is vital for effective payroll management. This class provides setup instruction for all Payroll users. |
| Payroll 2 – The processing of the period payroll is detailed, including printing payroll checks and posting payroll. Integration between Payroll and the Ledger will be presented. |
| CDM+ Payroll Reports – Review and explanation of basic payroll summary reports will be given. Preparation of the 941s, W-2s and the W-3 will be demonstrated. |
| CDM+ Year-End Payroll Tasks – Review of year-end payroll tasks and issues including: employee information update; time off setup; tax tables; 941 and W-2 printing. |
CDM+
Event Registration (for CDM+ 8.0 and
later) |
| CDM+ Event Registration 1 – The versatility of Event Registration results from the many setup options available. Activities, Other Information, Contact Information and Event set up are demonstrated. Anyone who is responsible for managing an event should take this class. |
| CDM+ Event Registration 2 – Keeping current registration lists, payment reports and activity reports are essential for Event planning; this class shows you how. Sending timely information to registrants will also be covered. |
CDM+
Roommate |
| CDM+ Roommate 1 – Using a facilities manager can improve the effectiveness of your ministries and reduce schedule conflicts. Thorough set up of the Roommate program is demonstrated in this class. |
| CDM+ Roommate 2 – Scheduling events, viewing events and creating reports of events is taught. Use of recurring events and dealing with schedule conflicts demonstrated. |