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 Early Bird Discount Cut-Off Date
January 8 – 10, 2018 December 21, 2017  December 28, 2017
April 9 – 11, 2018 March 22, 2018  March 29, 2018
July 9 – 11, 2018 June 21, 2018  June 28, 2018
October 8 – 10, 2018 September 20, 2018  September 27, 2018

 


 

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 Early Bird Discount Cut-Off Date
January 10 – 12, 2018 December 21, 2017 December 28, 2017
April 11 – 13, 2018 March 22, 2018  March 29, 2018
July 11 – 13, 2018 June 21, 2018  June 28, 2018
October 10 – 12, 2018 September 20, 2018  September 27, 2018