Memphis Shelby Workshops

The Memphis Shelby v.5 Training Workshops are designed for new Shelby v.5 customers, Shelby v.5 users who need a refresher course, and/or existing Shelby v.5 customers who change staff positions. They are offered at Shelby Headquarters in Cordova, TN. Click here for more information regarding workshop location and hotel options (please contact Shelby Training Services before making any travel arrangements).


v.5 Non-Financial Workshop

Monday, 8:30 am – 4:30 pm
Tuesday, 8:30 am – 4:30 pm
Wednesday, 8:30 am – 12:00 pm

In this session you will learn how to…

  • Set up Non-Financial modules
  • Customize and use GlobaFILE
  • Customize Membership
  • Use Membership, Prospects, and Miscellaneous Names
  • Use Profiles, Organizations, Life Events, Custom Dates, Custom Tabs
  • Use Selections & Listings to create Membership Reports
  • Use levels in Organizations

Cost
$425 before cutoff
$475 after cutoff

Register
Select a date below

Workshop Dates Cut-Off Date Early Bird Discount
November 13 Р15, 2017 October 31, 2017  October 24, 2017

 


 

v.5 Financial Workshop

Wednesday, 1:00 pm – 4:30 pm
Thursday, 8:30 am – 4:30 pm
Friday, 8:30 am – 12:00 pm

In this session you will learn how to…

  • Set up Financial modules
  • Create and modify a Chart of Accounts
  • Enter opening balances in General Ledger
  • Create financial reports
  • Set up and create budget reports
  • Print and e-mail Contributions statements
  • Print vendor activity reports
  • Run Payroll
  • Print W-2 and 1099 forms

Cost
$425 before cutoff
$475 after cutoff

Register
Select a date below

Workshop Dates Cut-Off Date Early Bird Discount
November 15 Р17, 2017 November 2, 2017  October 26, 2017