The Virtual Training Workshops are designed for new ChMS or ShelbyFinancials customers, users who need a refresher course, and/or existing customers who change staff positions. These two workshops are three hours daily over four days on two subsequent weeks (Non-Financials and then Financials)

Each workshop:

  • Offered online as an interactive lecture style Zoom sessions
  • Limited to 15 attendees
  • Includes a detailed step by step workbook (available as a PDF download)
  • Online quizzes to evaluate your learning and engagement

Each workshop day will run from 12:30 pm – 3:30 pm (Central Time)

Non-Financials 101 Virtual Workshop

Monday through Thursday (12:30 – 3:30 pm each day)
In these sessions you will learn how to…

  • Set up Non-Financial applications
  • Customize Member Records and Groups
  • Post and Track Attendance and Check-in
  • Post and Track plate giving and online giving
  • Use Interactions and Workflows,
  • Use Forms to get feedback, registrations, and giving from your members
  • Use Mass Contact to stay connected to members
  • And much more!

Cost $300 before cutoff / $350 after cutoff Register Select a date below

Workshop DateCut-Off DateClosed
June 21 - 24, 2021June 14, 2021Canceled
July 12 - 15, 2021July 5, 2021July 8, 2021
July 19 - 22, 2021July 12, 2021July 16, 2021

ShelbyFinancials 101 Virtual Workshop

Monday through Thursday (12:30 – 3:30 pm each day)
In these sessions you will learn how to…

  • Set up Financial applications
  • Create and modify a Chart of Accounts
  • Keep tabs on your Bank Statement and activity
  • Set up and use reports to track balance, budget, or actuals
  • Print vendor activity and run reports
  • Run Payroll
  • Print W-2 and 1099 forms
  • And much more!

Cost $300 before cutoff / $350 after cutoff Register Select a date below

Workshop DateCut-Off DateClosed
June 28 - July 1, 2021June 21, 2021June 25, 2021
July 12 - 15, 2021July 5, 2021July 8, 2021
July 19 - 22, 2021July 12, 2021July 16, 2021

Shelby Training Workshops have a minimum and a maximum enrollment level. We reserve the right to cancel any workshop that does not meet minimum enrollment. For more information regarding the Virtual Training Workshops, please contact us at workshops@shelbyinc.com   or 800-654-1605.