The Memphis Financials Training Workshops are designed for new Financials customers, users who need a refresher course, and/or existing users who change staff positions. The Workshops are offered at Shelby Headquarters in Cordova, TN. Please check with Shelby Training Services to verify the workshop has sufficient attendees to be confirmed, before committing to any travel arrangements.

Workshops will be held on:

Tuesday, 9:00 am – 4:30 pm
Wednesday, 9:00 am – 4:30 pm

In this session you will learn:

  • To set up the Financials applications
  • The daily use of:
    • General Ledger (setup accounting structure, post journals, and run reports)
    • Accounts Payable (create transactions, process payments, run inquiries and reports)
    • Bank Account Management (bank account settings, process direct payments or deposits to the bank, reconcile to your bank and to your books)
    • Payroll (setup employees, compensations, run payroll, inquire or run reports)
  • How to use:
    • The Portal (a simple, personal interface for members or other non-financial staff)
    • Security (set logins and access)
    • Ad Hoc Reports (get data straight from the data tables)

$500 before cutoff
$600 after cutoff

Select a date below

Workshop DatesEarly Bird Discount CutoffRegistration ClosesRegister
April 14-15, 2020Canceled.Canceled.Canceled.
May 5-6, 2020Canceled.Canceled.Canceled.