Knowledge & Learning Feeding America University Course Catalog (Reflects 2013 New Courses)

Size: px
Start display at page:

Download "Knowledge & Learning Feeding America University Course Catalog (Reflects 2013 New Courses)"

Transcription

1 Knowledge & Learning Feeding America University Course Catalog (Reflects 2013 New Courses) Feeding America network-specific courses Professional development (vendor-provided) courses Tab on Diversity N/A Diversity 101 This course provides diversity training for managers and supervisors. The Introduction to Diversity course is a prerequisite. (See also Diversity on the Job: Diversity and You, under Personal Development (professional development course) Feeding America: General N/A Introduction to Diversity This course addresses what diversity is, and is basic training recommended for all new employees and volunteers. Introduction to Diversity is a pre-requisite of Diversity 101. (See also Diversity on the Job: Diversity and You, under Personal Development (professional development course) General Hunger Fluency This course will enhance your fluency and ease around hunger and Feeding America issues to increase your effectiveness with: Prospective donors when soliciting food, grocery products, fresh produce or funds Government officials when advocating for the maintenance and increase of government programs Volunteers as you work to increase your volunteer pool Your friends and family when you let them know what you do so they can all become advocates for our mission. Onboarding Curriculum Onboarding Curriculum CFR101-2 Understanding the Basics of Food Donor Safety CFR201-3 Cause Marketing v2.0 This course covers guidelines on how to ensure food safety for your food donors, the agencies to whom you deliver food, and the people who receive this food. (While this course was developed for the benefit of food sourcers, it is also highly recommended as an onboarding course to help new hires understand not only the basics of food safety but also its importance to Feeding America.) This course provides an overview of what cause marketing is, why it is important at both a local and national level, and how to engage locally to leverage national partnerships and create local partnerships to increase your effectiveness in food sourcing. (This course is also recommended as an onboarding course to help new hires understand cause marketing, since these programs are so important to Feeding America.) 0:10 0:20

2 Feeding America: General Onboarding Curriculum Onboarding Curriculum Onboarding Curriculum Onboarding Curriculum Onboarding Curriculum Onboarding Curriculum Feeding America General Overview Government Programs Overview Hunger Fluency Introduction to Afterschool Programs Introduction to the BackPack Program Introduction to Diversity The audience for this course is new hires and board members. It is also a great refresher for all employees, particularly for those who need to have the fluency to talk about our network to raise funds, source food, or advocate on behalf of Feeding America. The course covers the Feeding America vision and mission, our history, how we work as a network, how we tell our story, and our network's advocacy goals and strategy, programs, resources and outcomes. It includes a video. This course provides an overview of the USDA food assistance programs, shows how your food bank can leverage these USDA programs to increase their sustainability, and gives your resources you can access to obtain additional information. This course will enhance your fluency and ease around hunger and Feeding America issues to increase your effectiveness with: Prospective donors when soliciting food, grocery products, fresh produce or funds Government officials when advocating for the maintenance and increase of government programs Volunteers as you work to increase your volunteer pool Your friends and family when you let them know what you do so they can all become advocates for our mission. This course describes key features of the Kids Cafe and Afterschool Snack programs, explains what is required to develop and manage a program, provides tips on finding funding sources, and shows you where to go for more information, links and resources. This course provides an introduction to the BackPack Program, which is a national program of the Feeding America network designed to provide hungry children with nutritious and easy-to-prepare food to take home on weekends and school vacations, when other resources are not available. Addresses the questions, "What is diversity." Basic training recommended for all new employees and volunteers. Introduction to Diversity is a pre-requisite of Diversity :25 Onboarding Curriculum Introduction to the Summer Food Service Program This course provides an introduction to the Summer Food Service Program (SFSP). This is a USDA-funded program designed to meet the needs of hungry children in the summer, by providing them with nutritious meals and snacks when school is not in session. 0:25 Onboarding Curriculum SNAP Outreach This course describes how the Supplemental Nutrition Assistance Program (SNAP) has evolved, explains the benefits of performing SNAP outreach, and describes what is required to start and manage a SNAP outreach program. Food & Operations Resources Level 100 CFR101-2 Understanding the Basics of Food Donor Safety Provides basic skills in how to ensure food safety. 0:19

3 Food & Operations Resources, Level 100 CFR101-1 Introduction to Feeding America Provides basic information on Feeding America, including its history, how food banks operate, and how they work with donors and agencies. Resources, Level 100 CFR101-3 Winning Presentations Provides the steps to take in planning outstanding presentations for potential donors and prospects. Resources, Level 100 Resources, Level 100 CFR101-4 Government Programs CFR101-5 Donor Appointments & Cold Calling Provides an overview of governmental programs, including the USDA. Provides an overview of learning how to plan, prepare and practice cold calling. Resources, Level 100 CFR101-6 Food Drive ABCs Provides the steps to take in planning successful food drives. Resources Level 100 Resources, Level 100 CFR101-7 Making Friends with Other Food Banks CFR Tracking, Reporting and Donor Recognition Templates Describes a visit to another food bank to learn what others do. 0:15 Provides donor recognition and tracking forms. 0:19 Resources, Level 200 CFR201-2 Understanding the Secondary Market Provides an overview of how food products move through the sales channel from the manufacturer to the primary and/or secondary market; it also provides strategies to source more food at each level. Resources, Level 200 CFR201-3 Cause Marketing Provides an overview of what cause marketing is, why it is important at both a local and national level, and how to engage locally to leverage national partnerships to increase your effectiveness in food sourcing. Resources, Level 200 CFR201-4 Developing a Product Sourcing and Donor Recognition Plan Provides issues to consider and tools to use to create a comprehensive Product Sourcing and Donor Recognition Plan. Resources, Level 200 CFR201-5 Shadowing a Food Industry Partner Provides guidelines on how to select and shadow a food industry partner, set and attain goals for shadowing, and identify opportunities to discuss during your visit to a prospective donor to increase food donations.

4 Food & Operations Resources, Level 200 CFR201-6 Competitive Charities Provides an overview of how to portray our network's strength in the best possible manner, how to plan for meetings with donors and talk with them about providing or increasing food and grocery donations. Resources, Level 300 CFR301-1 Joining Food Trade Organizations Provides the information needed to find, join, and participate in a food trade organization. 0:25 Resources, Level 300 CFR301-2 Mentoring Guidelines Provides basic information and guidelines needed to implement an effective mentoring program. 0:15 Resources, Level 300 CFR301-3 Mentoring Provides you with an opportunity to impact another individual's personal and professional growth as well as your own through mentoring. 0:15 Resources, Level 300 CFR301-4 Speaking Engagements Provides the basic information and guidelines to perform speaking engagements at trade shows and conferences. 0:15 Disaster Preparedness Disaster Lesson 1: Developing a Member Disaster Response Plan Provides information on how to develop and implement a disaster response plan for your food bank. Disaster Preparedness Disaster Lesson 2: Building a Business Continuity Plan Provides information on how to build a business plan that provides continuity for your food bank during a disaster. Disaster Preparedness Disaster Lesson 3: FA Disaster Management & NIMS Provides information to work efficiently and effectively with Feeding America and other relief organizations in times of a disaster. Disaster Preparedness Disaster Lesson 4: Media in Times of Crisis Provides information on how to respond to the media during times of disaster. Learn about talking points and information that needs to be provided to the media. This lesson also includes a video of how to respond during a disaster. Disaster Preparedness Disaster Lesson 5: The Middletown Disaster This course provides video clips of a fictional disaster and interactive responses on how to deal with various situations as a result. This lesson serves as an assessment to the first four lessons. Disaster Preparedness Disaster Lesson 6: Voluntary Organizations Active in Disasters-Overview This course shows how volunteer organizations cooperate to bring relief and recovery during disasters on both the local and national levels.

5 Food & Operations Food Purchasing Purchasing Portal This course provides a demonstration of the Purchasing Portal, which is a tool that enables you to review the current national product offering and prices so you can place orders and/or compare to other vendors. 0:25 Fundraising Fundraising Adding Planned Giving to a Successful Program Fundraising Fundraising Benefits that Benefit You: Event-Based Fundraising Fundraising Fundraising Better Stewardship through Donor Relations Planned giving is the capstone of a balanced fundraising program. This course will introduce planned giving vehicles and how to present these vehicles to donors. Special events can raise funds, cultivate donors and generate PR for your organization; they are most beneficial, however, when they achieve all three. Learn about special event fundraising as a component of your overall development plan and how to make them more effective. Donor relations is defined as the process by which an organization seeks to steward or engage a donor for future philanthropic support. Processing and acknowledging a donor s generosity is an important and fundamental step in this process. Learn about this critical issue by discussing gift processing and acknowledgement in the network as well as the needed policies for this process. Fundraising Fundraising Briefing the Solicitor Team Successful major gift fundraising is 90% preparation and 10% ask, and perhaps no part of the preparation is more important than briefing your solicitor team. Learn about the tools that will prepare your team for success, including how to present this information to your solicitors that inspires confidence and provides the greatest chance of securing your organization s next major gift.

6 Fundraising Fundraising Building an Effective Campaign Campaigns are an important part of the fundraising cycle for any nonprofit organization. In this course, participants will be provided with the essential tools to plan a campaign and receive information on how best to incorporate their efforts into the campaign to fund the strategic plan. Learn about key information on creating a timetable, what a case statement is and how it fits into the overall strategy review samples of organizational charts and the roles and responsibilities of campaign leadership. Fundraising Fundraising Building Your Major Gifts Program Fundraising Fundraising Comprehensive Direct Mail Fundraising and Analysis A major gifts program is a key component to successful and balanced fundraising. Major gift fundraising takes advantage of carefully developed relationships and personal requests of your very best donors making it the most effective and efficient means of fundraising. Learn how to incorporate major gifts into your existing fundraising or how to make the most of your existing program. Direct mail is an effective way of contacting large numbers of potential donors, lapsed donors and current donors. This method, however, is not narrowly limited to impersonal letters and blasts. Direct mail can be a flexible tool that can play a strategic role in your overall fundraising program. This is an overview of direct mail fundraising and provides a strategic approach.

7 Fundraising Fundraising Creating Development Policies Creating development policies for your organization is a key component of an effective and responsible nonprofit. Policies protect you and your donors, while also setting expectations and high-level guidance for staff and volunteers working on your behalf. Go beyond gift acceptance and examine the types of development policies to consider and many of the questions to ask in adopting policies that represent your organizations values and intent. Fundraising Fundraising Developing Major Gifts Strategies Fundraising Fundraising Donor Recognition Opportunities and Giving Councils Fundraising Fundraising Effective Food and Funds Drives There are many factors in a major gift request that are beyond our control, so we must control every factor that we can. Developing a major gift strategy for each key prospect will allow you to identify the most capable and ready prospects and determine the best approach. Being armed with a strategy you will increase chances of success to secure the largest gift possible and open the door to your next request. The purpose of a gift recognition program is to raise sights, recognize generosity and match donor interest with your needs. Learn how to establish comprehensive and effective donor recognition opportunities. Throughout the network, food and funds drives serve as an excellent means of engaging the community, receiving food donations, but primarily, raising annual funds. At their best, food and funds drives are concerted efforts that mobilize well trained volunteers on your behalf raising significant funds. Explore this valuable fundraising technique and how to make it most effective.

8 Fundraising Fundraising Engaging/Cultivating Donors for Your Organization Cultivation activities allow a new or potential donor to learn more about an organization, build interest, and are an important piece of the prospect development process. Learn how to engage prospects, cultivate interest, and coordinate cultivation results. Fundraising Fundraising Foundation Relations for Program Staff Fundraising Fundraising Identifying and Researching Prospects Fundraising Fundraising Keys to Maximize Your Fundraising Program Foundations were responsible for almost 15% of all charitable giving last year. Designed for network program staff to gain a better understanding of the critical role they play in supporting grant writing staff and nurturing foundation relationships. Research is at the core of successful fundraising. It is important to understand how this critical step ties into the ultimate goal of securing a gift, what research detail you need to know, and how to interpret the data compiled. Learn about key research techniques, review must see websites, research a prospect online, and share tips for maximizing and refining your research skills. For smaller or developing fundraising shops; customized for the needs of Feeding America members. Learn about the first steps to begin or further formalizing your organization s fundraising program or use as a review of fundamental principles and best practices for solid fundraising. As well, learn about clear action steps for establishing or furthering a new fundraising program.

9 Fundraising Fundraising Making the Most of Your Annual Giving Program An effective annual appeal is a cornerstone of an effective fundraising program. Learn about a variety of items: how to take your annual appeal beyond a year-end mailing and transform your annual giving; request and marketing materials; donor communication and follow up; donor segmentation and targeted requests; volunteer engagement; thanking your donors; best practices from around the network and examples. Fundraising Fundraising Managing, Soliciting and Recognizing Corporate Partners Fundraising Fundraising Moving Toward the Next Ask: Managing Prospect Relationships Fundraising Fundraising Online Fundraising for Your Organization Corporate funding through grants, gifts and sponsorships is an important opportunity for Feeding America network members. Many members have great success foodraising from corporate partners and are eager to expand their corporate fundraising efforts. Review corporate philanthropy in America and the unique approach that a corporate gift request requires. Relationship management is critical to bringing a prospect closer to the organization through a series of strategic steps. Learn what the moves are and how to move a prospect within your pipeline. Since 2001, the internet has become a rapidly growing vehicle for American giving. Today, more than 220 million Americans have access to the internet and increasingly choose to support their charities of choice online. Reviews e-philanthropy and how your organization can effectively incorporate online giving into your fundraising plan.

10 Fundraising Fundraising Planning and Evaluating Your Fundraising Budget A budget is a critical planning tool for any development program, which is used to both forecast and guide fundraising efforts. By reviewing previous program results and making decisions about future activities, the budget becomes a helpful tool for success. Learn what critical factors to consider when preparing a fundraising budget as well as how to use it to your full advantage. Fundraising Fundraising Preparing Major Gift Proposals that Work Fundraising Fundraising Soliciting and Closing a Major Gift Request Fundraising Fundraising Strategic Planning for Your Fundraising Program A well organized and compelling major gift proposal is a powerful tool in securing a transformational gift. When well-crafted and used properly, a proposal helps control the solicitation, inspires the donor, and communicates the information you want them to know. Learn the key ingredients to a winning proposal, how best to use this resource to convey the importance of fighting hunger and what format may be right for your next ask. Soliciting a major gift requires finesse, practice and a lot of ground work. Learn about the solicitation process including preparation and appointment and about reaching a positive conclusion for a requested gift by gaining knowledge of the conceptual roadmap to closing a gift request. A well-crafted fundraising plan will serve as a road map for you and your organization. Learn how to develop the tools to set philanthropic goals and strategies that meet organizational needs. We will also review steps involved in creating an effective plan and the key elements to include.

11 Fundraising Fundraising Successful Fundraising with a Staff of One Throughout the network, 33% of members have no fundraising FTEs and 50% have one or fewer. This presents a unique fundraising challenge for these food banks, but should not limit their opportunities to successfully fund their missions and grow their programs. Explore tips to maximize fundraising with a limited staff and provide advice on fundamental fundraising principles that maximize efficiency. Fundraising Fundraising Working with Charitable Foundations Fundraising Fundraising Writing a Compelling Case for Support In 2008, foundations contributed $41.21 billion to non-profit organizations. To take full advantage of this source of funding, however, requires more than just submitting the grant application. Explore techniques to strengthen your approach and relationship to charitable foundations. Most often, a case for support is discussed in the context of a capital campaign. However, having a well-written annual case for support is just as important if not more critical. Having a case for support that details your community s needs and your organization s plan to address them is a critical first step in a successful annual giving program. Explore the elements of a successful case for support and how to make it a compelling document that outlines the need, how your programs will address that need and what is required to fund these programs. As well, learn about what forms a case can take in support of your program.

12 Fundraising Fundraising Writing Winning Grants Writing a winning grant proposal is a process that requires solid planning, careful preparation and the time to do it right. A grant proposal is a key piece of your relationship with foundation funders and serves to explain your need for funding and to set yourself apart from the competition. Explore the grant writing process and how to make the most of it. Knowledge & Learning Resources N/A FAU Local Administrators' This session will show you how to complete the local administrator tasks within FAU, such as: Creating My Teams for your food bank (associating managers with their respective employees). This will allow managers to assign training to their staff and run training reports on their staff. It also covers how to assign training to staff and generate reports. 0:45 N/A How Knowledge Bank Resources Can Support Your Work This session will show you how to access and use the resources available in the Knowledge and Learning Knowledge Bank. Types of resources include: Barriers, Strategies, and Proven Solutions for Food Distribution Campaign Resource Center Quick Reference Guide Ceres 2009 Procedures Conducting a GAP Analysis of Your Network Partners Feeding America Glossary Learning Conference Presentation Archives Mobile Pantries Reference Guide Produce Program FAQs; Handling a Bad Produce Shipment Store Donation Agency Job Aid Strategic Partnership Investments Reference Guide Warehouse Capacity Planning Tool FAQs, etc. 0:45 N/A How to use the Feeding America University platform This session will provide you with an overview of the Feeding America University platform, including: Searching for, requesting and launching online courses; Searching for and requesting instructor-led training (ILT); Withdrawing from and rescheduling sessions for instructor-led training (ILT) courses; Completing course evaluations; Using your transcript as a roadmap for your training Navision Ceres Nav Agency Nav 1.2 Agencies & Receivables: Agencies This training session is Part 2 of Agencies and Receivables and covers agencies, programs, and grants. Upon completion of this session you will understand the agency, program and grant cards and know how to create and edit them. 1:15 Nav Agency Nav 1.2 Agencies & Receivables: Journals This training session is Part 3 of Agencies & Receivables and will go over Agency Journals, Grant Journals, Cash Receipt Journals, and Recurring Journals. Upon completion of this session you will be able to identify the purposes for these different journals, and know how to create them. 1:15

13 Navision Ceres Nav Agency Nav 1.2 Agencies & Receivables: Setup This training session is Part 1 of Agency Receivables and covers its setup. Upon completion of this session, you will be able to identify the different areas contained in setup, know their functions, and understand how this framework affects your effective use of Navision. Nav Agency Nav 1.2 Agency Order Credit Memos This training session is Part 3 of Agency Orders and covers Agencies and Receivables Credit Memos and Blanket Orders. Upon completion of this session, you will be able to create credit memos using the Copy From command, identify the possible use of Blanket Orders, and know how to convert them into regular Agency Orders. 0:45 Nav Agency Nav 1.2 Agency Order Header This training session is Part 1 of Agency Orders and covers the Agency Order Header. Upon completion of this session, you will be able to identify the different fields contained in the Header and know how to fill in this portion of the Agency Order appropriately. 0:48 Nav Agency Nav 1.2 Agency Order Lines This training session is Part 2 of Agency Orders and covers Agency Order Lines. You use Agency Orders to distribute product to your agencies. Upon completion of this session, you will be able to identify the different fields contained in these Order Lines, and know how to fill in this portion of the Agency Order appropriately. 1:03 Nav Agency Orders Processing Nav 1.2 Allocating Items to Agencies This training session covers allocating items to agencies. Upon completion of this session, you will be able to identify the allocation setup on the item card and allocate items through the Allocation Journal. 0:33 Nav Agency Orders Processing Nav 1.2 Creating and Using Document and Journal Batches This training session covers creating Document Batches. Upon completion of this session you will be able to create document batches and know why the benefits of creating them. 0:37 Nav Agency Orders Processing Nav 1.2 Processing Agency Orders for Delivery and Pickup This training session covers processing agency orders that are delivered to your agencies. Upon completion of this session you will be able to create agency orders for deliveries. 0:37 Nav Agency Orders Processing Nav 1.2 Reversing Posted Agency Invoices This training session covers reversing posted agency invoices. Upon completion of this session you will be able to correct an agency invoice that was posted to the wrong agency. 0:31 Nav Cash Management Nav 1.2 Fixing Payments Posted to Wrong Program This training session covers fixing payments posted to the wrong Program. Upon completion of this session you will be able to use the cash receipt journal to correct payments posted to the incorrect program. 0:25 Nav Cash Management Nav 1.2 Recording Agency Payments This training session covers recording agency payments in the Cash Receipt Journal. Upon completion of this session you will be able to use the Cash Receipt journal to record agency payments and to apply those payments against outstanding invoices. 0:45

14 Navision Ceres Nav Cash Management Nav 1.2 Recording NSF Checks from Agencies This training session covers recording agency checks that are returned to you by your bank for non-sufficient funds (NSF). Upon completion of this session you will be able to record NSF checks in the Cash Receipt Journal and choose a method for how this will reflect on the subsequent Agency Statement. 0:25 Nav Cash Management Nav 1.2 Using Bank Account Reconciliations This training session covers using the bank account reconciliation. Upon completion of this session you will be able to use the bank account reconciliation option to reconcile Navision to your bank statement. 0:22 Nav Cash Management Nav 1.2 Voiding Checks Posted This training session covers voiding checks that have already been posted. Upon completion of this session you will be able to access the Bank Account card to void already-posted checks. 0:16 Nav Cash Management Nav 1.2 Voiding Checks Unposted This training session covers voiding unposted checks. Upon completion of this session you will be able to void all the checks in a check run, and be able to void certain checks in a check run while posting the rest. 0:28 Nav Donation Nav 1.2 Product Donations This training session provides information to identify the different fields used on the Donor Card to manage your donors and create Donation Orders. 1:07 Nav Donation Nav 1.2 Reversing Posted Donation Orders This training session covers reversing posted donation orders. When you are finished you will know how to correct portions of (or the entire) posted donation order. 0:19 Nav Donation Nav 1.2 Using Product Donation Orders This training session covers using product donation orders. Upon completion of this session you will know how to key fields in the correct order and how to create and post a donation order. 0:19 Nav General Ledger Nav 1.2 Applying Open Agency Ledger Entries This training session covers applying open agency ledger entries. Upon completion of this session you will be able to identify situations that cause open agency ledger entries, and then know the procedure for applying them. 0:25 Nav General Ledger Nav 1.2 Closing the Fiscal Year This training session covers closing a fiscal year. Upon completion of this session you will be able to perform the closing fiscal year routine. 0:31 Nav General Ledger Nav 1.2 General Ledger: Chart This training session is Part 2 of the General Ledger and covers the General Ledger Chart of Accounts. Upon completion of this session you will know how to create and edit account cards, use Account Schedules and create a Budget. 1:18 Nav General Ledger Nav 1.2 General Ledger: Journals This training session is Part 3 of the General Ledger and covers how to use the Journals. It also covers certain Periodic Activities such as Closing the Fiscal Year and using Bank Reconciliation. Upon completion of this session you will know how to use a Journal effectively and understand the process for closing a fiscal year. 0:54

15 Navision Ceres Nav General Ledger Nav 1.2 General Ledger: Setup This training session is Part 1 of the General Ledger and covers setting up the different functions within the General Ledger. Upon completion of this session you will know how to identify and understand the different setup components, and alter these as needed. 0:58 Nav Getting Started Nav 1.2 Getting Started - Part 1 This course will introduce you to the basic application, information, and navigation features available in thenavision Ceres application. 1:05 Nav Getting Started Nav 1.2 Getting Started - Part 2 This course is a follow up to the Navision Getting Started course and introduces you to working with menu buttons and command buttons. It also shows you how to find view and search information. Nav Grants, Nav 1.2 Qualifiers: Grants This training session is Part 2 of Qualifiers and covers the interaction between Qualifiers and Grants. Upon completion of this session you will know how to setup qualifiers to be effectively used with grants for purchasing product and for distributions to agencies/programs. Nav Grants, Nav 1.2 Qualifiers: Setup This training session is Part 1 of Qualifiers, and will cover how to set up qualifiers. Upon completion of this course you will know how to create new qualifiers, and know how to assign them to items, programs, grants, and counties. 0:33 0:58 Nav Inventory Nav 1.2 Adjusting Inventory Costs This training session covers adjusting inventory costs. Upon completion of this session you will know how to identify situations in which inventory costs may need adjusted, and how to perform the adjusting process properly. 0:21 Nav Inventory Nav 1.2 Adjusting Item Quantities This training session covers adjusting item quantities. Upon completion of this session you will know how to identify the different fields in the Item Journal, and create and post this journal to adjust item quantities. 0:28 Nav Inventory Nav 1.2 Automating Document Numbers This training session covers how to automate document numbers. Upon completion of this session you will know how to create/edit document numbers series and how to assign the number series to the correct document type. 0:28 Nav Inventory Nav 1.2 Blue Receipt Export This training session covers the Blue Receipt Export report and how to make sure data entry occurs properly so that the report contains complete information. Upon completion of this session you will know how to not only run the report and submit it to the national office, but also how to check key fields in your database to make sure that they are filled in accurately (and therefore show up on the report accurately). 0:37 Nav Inventory Nav 1.2 Entering Physical Inventory Counts This training session covers how enter Physical Inventory Counts. Upon completion of this session you will know how to run the Physical Inventory Count process in combination with both the Physical Inventory Journal and Item Journal. 0:37

16 Navision Ceres Nav Inventory Nav 1.2 Inventory: Journals This training session is Part 3 of Inventory and covers the different kinds of inventory journals as well as Order Picking. Upon completion of this session you will know how to understand the purpose of each journal and use it effectively, understand the option of using the Order Picking process, and know how to use this information to help your food bank decide whether or not to use it. 1:24 Nav Inventory Nav 1.2 Inventory: Maintenance This training session is Part 2 of Inventory and covers maintaining inventory through Item Cards. Upon completion of this session you will know how to identify the different fields contained on the Item Card and to create new items and edit existing ones. 1:13 Nav Inventory Nav 1.2 Inventory: Setup This training session is Part 1 of Inventory and covers setting up the parameters for Inventory. Upon completion of this session you will be know how to identify the different setup components, know each of their purposes and how to edit these. Nav Inventory Nav 1.2 Items Schedules This training session covers the information you need to run Item Schedules. Upon completion of this session you will know how to run existing Item Schedules and have a basic knowledge of how to create and/or edit your own Item Schedules. 0:49 1:03 Nav Inventory Nav 1.2 Printing Pallet Tags in DOs and POs This training session covers printing pallet tags from within a donation and purchase order. Upon completion of this session you will know how to successfully set up and print pallet tags from a donation order and a purchase order. 0:37 Nav Inventory Nav 1.2 Reclassifying Inventory This training session covers re-classifying inventory with the item journal. Upon completion of this session you will know how to use the item journal to reclassify one item into another. 0:25 Nav Inventory Nav 1.2 Recording Trash This training session covers how to record trash disposals through the Item Journal. Upon completion of this session you will know how to create these trash disposals so that they accurately reflect on the Quarterly Poundage Report (Receipts & Distribution Report). 0:19 Nav Inventory Nav 1.2 Transferring Inventory This training session covers transferring inventory. Upon completion of this session you will know how to use the Item Transfer Journal to transfer inventory between locations, bins, lots and such. 0:19 Nav Inventory Nav 1.2 Using Lot Numbers This training session covers using lot numbers. Upon completion of this session you will know how to create lot number series and assign them to items. Nav Inventory Nav 1.2 Using the BOM Journal This training session covers creating Bill of Materials (BOM) with the Item Journal. Upon completion of this session you will understand the Item Card setup for a BOM, and know how to use the Item Journal to create BOMs. 0:28

17 Navision Ceres Nav Purchase Nav 1.2 Processing Purchase Orders This training session covers processing purchase orders. Upon completion of this session you will be able to use a purchase order for items that you are purchasing. 0:33 Nav Purchase Nav 1.2 Purchases & Payables: Journals This training session is Part 2 of Purchases & Payables and will cover the different journals available. Upon completion of this session you will know to use the Purchase Journal effectively, and use the Payment Journal to manage your check writing. 0:58 Nav Purchase Nav 1.2 Purchases & Payables: Orders This training session is Part 3 of Purchases & Payables. Upon completion of this session you will know how to identify the different fields in the Order header and lines and how to accurately create a Purchase Order. Nav Purchase Nav 1.2 Purchases Payables: Setup This training session is Part 1 of Purchases and Payables. Upon completion of this session you will know how to identify the different components involved with setup and how to edit them as needed. 0:48 Nav System Administration Nav 1.2 System Administration This training session covers System Administration. Upon completion of this session you will know how to perform basic System Administration functions such as Database expansion, backups, optimizations, and managing security. 1:28 Nav Vendors Nav 1.2 Recording Vendor Invoices This training session covers creating vendor invoices for future payment. Upon completion of this session you will know how to identify the key data entry fields in the Purchase Invoice, create and post it. 0:19 Nav Agency Nav 2.0 Agency Orders Delivery This training session covers creating Agency Orders for delivery to agencies. Upon completion of this session you will be able to create agency orders and assess any necessary delivery charges. Nav Agency Nav 2.0 Agency Orders Pickup This training session covers creating agency orders for pick-up at your food bank. Upon completion of this session you will know how to create agency orders. Nav Agency Nav 2.0 Allocating Items This training session covers how to use the allocation journal. Upon completion of this session you will know how to use the allocation journal to manually create allocations for agencies, and set up the item cards to allow for automatic allocations. Nav Agency Nav 2.0 Processing Picks This training session covers how to process picks for agency orders. Upon completion of this session you will be able to perform the pick process for agency orders. 0:19 Nav Cash Management Nav 2.0 Cash Receipt Journal This training session covers how to record agency payments with the Cash Receipt Journal. Upon completion of this session you will know how to create a cash receipt journal and apply those payments against open transactions. 0:21 Nav Cash Management Nav 2.0 Fixing Payments Posted to Wrong Program This training session covers fixing payments that are posted to the wrong program. Upon completion of this session you will be able to correct wrong payments. 0:19

18 Navision Ceres Nav Cash Management Nav 2.0 Recording Agency NSF Checks This training session covers how to record agency checks that returned to you by your bank for insufficient funds. Upon completion of this session you will be able to void posted checks. 0:31 Nav Cash Management Nav 2.0 Voiding Checks Posted This training session covers how to void posted checks. Upon completion of this session you will be able to void posted checks. 0:13 Nav Cash Management Nav 2.0 Voiding Checks Unposted This training session covers how to void unposted checks. Upon completion of this session you will know how to void unposted checks, and, when necessary, reprint those voided checks. 0:18 Nav Donation Nav 2.0 Product Donation Orders This training session covers how to create donation orders. Upon completion of this session you will know how to create donation orders and, if necessary, print pallet tags. 0:31 Nav Donation Nav 2.0 Reversing Agency Invoices This training session covers how to reverse agency invoices by creating credit memos. Upon completion of this session you will know how to use the "Copy From" function to create credit memos that reverse posted agency invoices. 0:22 Nav Donation Nav 2.0 Reversing Donation Orders This training session covers how to reverse posted donation orders. Upon completion of this session you will know how to create a credit memo to reverse a posted donation order. 0:10 Nav General Ledger Nav 2.0 Applying Open Agency Entries This training session covers how to apply open ledger entries against each other. Upon completion of this session you will know how to apply open ledger entries from within the agency card. 0:21 Nav General Ledger Nav 2.0 Closing the Fiscal Year This training session covers closing the fiscal year. Upon completion of this session you will know how to perform the closing-year process. 0:24 Nav General Ledger Nav 2.0 Creating Document Batches This training session covers how to create Document Batches. Upon completion of this session you would know how to create document batches, and the reason for creating them. 0:18 Nav General Ledger Nav 2.0 Creating Journal Batches This training session covers how to create Document Batches. Upon completion of this session you know how to create document batches, and the reason for creating them. 0:19 Nav Inventory Nav 2.0 Adjusting Inventory Costs This training session covers how to adjust inventory costs. Upon completion of this session you will know how to run the two-step process to adjust inventory costs, and describe the problems solved by this process. 0:16 Nav Inventory Nav 2.0 Adjusting Item Quantities with Item Journal This training session covers how to adjust item quantities. Upon completion of this session you will know how to use the item journal to adjust item quantities.

19 Navision Ceres Nav Inventory Nav 2.0 Automating Document Numbers This training session covers how to set up Navision to automatically number certain types of transactions and records. Upon completion of this session you will know how to create a number series and how to assign number series to different types of transactions and records. 0:25 Nav Inventory Nav 2.0 Item Transfer Journal This training session covers how to transfer items. Upon completion of this session you will know how to transfer items with the Item Transfer Journal. Nav Inventory Nav 2.0 Pallet Tags Donation Orders This training session covers how to print pallet tags on donation orders. Upon completion of this session you will know how to print pallet tags within the donation order before posting. 0:18 Nav Inventory Nav 2.0 Pallet Tags Purchases This training session covers how to print purchase order pallet tags. Upon completion of this session you will know how to print pallet tags on purchase orders. 0:19 Nav Inventory Nav 2.0 Physical Inventory This training session covers how to enter adjustments as a result of a physical inventory. Upon completion of this session you will know how to perform a physical inventory and make any necessary item-quantity adjustments. 0:25 Nav Inventory Nav 2.0 Reclassifying Inventory This training session covers how to reclassify items in inventory. Upon completion of this session you will know how to reclassify inventory items with the item journal. 0:22 Nav Inventory Nav 2.0 Recording Trash This training session covers how to record trash transactions. Upon completion of this session you will know how to record trash with the item journal. Nav Inventory Nav 2.0 Using Lot Numbers This training session covers how to use lot numbers when receiving product into your inventory. Upon completion of this session you will know how to set up lot number series, assign them during receipts, and know the pros and cons of different lot usage strategies. 0:19 Nav Purchase Nav 2.0 Purchase Orders This training session covers how to process purchase orders. Upon completion of this session you will know how to use a purchase order for items that you are purchasing. 0:31 Nav Vendors Nav 2.0 Recording Vendor Invoices This training session covers how to create vendor invoices. Upon completion of this session you will know how to create these invoices effectively. 0:18 Nav Vendors Nav 2.0 Recording Vendor Payments This training session covers how to create vendor payments using the payment journal. Upon completion of this session you will know how to use the payment journal to write checks to make these payments. 0:19 Programs Child Programs Introduction to the BackPack Program Provides an introduction to the BackPack Program. This is a national program of the Feeding America network designed to provide hungry children with nutritious and easy-to-prepare food to take home on weekends and school vacations, when other resources are not available. 0:25

20 Programs Child Programs Introduction to the Summer Food Service Program Provides an introduction to the Summer Food Service Program (SFSP). This is a USDAfunded program designed to meet the needs of hungry children in the summer, by providing them with nutritious meals and snacks when school is not in session. 0:25 Government Programs Government Programs Overview Provides an overview of the USDA food assistance programs, shows how your food bank can leverage these USDA programs to increase their sustainability, and gives your resources you can access to obtain additional information SNAP SNAP Outreach Describes how the Supplemental Nutrition Assistance Program (SNAP) has evolved, explains the benefits of performing SNAP outreach, and describes what is required to start and manage a SNAP outreach program. Personal Development (Vendor-Provided Courses) Tab on Home page: Communication Essential Skills for Professional Telephone Calls Virtually every single company in the global economy uses the telephone for at least a part of their business. For many organizations, the telephone is the primary form of communication with customers, clients, and colleagues. And with virtual work environments established as a modern business practice, business telephone etiquette is more important than ever to your success as an employee and the success of your organization. For all employees. Communicating Across Cultures Communicating effectively across cultures can be very difficult. Not only must you pay attention to the cultural distinctions of your audience and adjust your style to them, but you also need to adjust your style to different forms of communication. For all employees. Interpersonal Communication: Communicating with Confidence Reluctant to voice your opinions to your colleagues for fear they'll be judged negatively? Do you find yourself avoiding awkward communication situations? Confident interpersonal communication skills are essential for healthy and successful relationships, whether personal or professional. Once you've learned how to apply them, these skills enhance your influence and help you achieve your goals. The course shows you how the essential elements of trust, credibility, and specific confident communication behaviors bring about confident communication and enhance your influence. For all employees. Using and Instant Messaging Effectively How do you ensure that the messages you are sending are effective, acceptable, and will be taken seriously? The use of proper etiquette is the cornerstone for ensuring your message gets across quickly, appropriately, and concisely. For all employees.

21 Home page: Communication Interpersonal Communication: Listening Essentials Sir Winston Churchill said 'Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen.' Effective listening takes more than just courage; it also takes constant learning and practice. To prepare for effective listening, you need to identify and overcome the barriers that stand in the way of effective listening. You also need to be an attentive, empathetic, and active listener. When you engage in the technique of active listening, you focus your attention completely on the speaker, listen carefully for meaning, then use feedback to verify that you've correctly understood the communication. This course explores the benefits and challenges of effective listening and demonstrates how active listening techniques enhance the effectiveness of your listening skills. For all employees. Customer Service Customer Service Fundamentals: Building Rapport in Customer Relationships This course covers how to build rapport with customers by being customer-focused. This includes being able to connect with your customers, being positive, paying close attention the customers' needs, and understanding your their feelings by empathizing with them. For those who want to develop or refresh their customer service skills. Customer Service Confrontation and Conflict How do you handle angry and confrontational customers? This course explores typical trouble spots in dealing with angry customers, including reasons for customer dissatisfaction and things customer service people should refrain from saying or doing to avoid adding to the customer's frustration. For anyone who wants to develop or refresh one s customer service skills. Finance and Accounting Basic Accounting Principles and Framework Accounting and finance are the universal languages of business, and their functions form the core of most organizations. The accounting function sets up the bookkeeping system, monitors it, prepares and presents the financial statements to management, and interprets them as needed. Bookkeeping is a part of the accounting function and involves the mechanical aspect of recording, classifying, and summarizing transactions in account books and posting them to respective financial statements. Apart from the statutory importance, accounting data is critical to any organization's decision and control system. For all employees. HR, Ethics and Compliance Workplace Ethics This course considers the concept of ethics and its role in today's corporate culture. It looks at the impact of business ethics on both the individual and the organization and covers how the use of an ethical framework can promote ethically driven behavior. It also focuses on how the learner can use an ethical filter to help negotiate ethical dilemmas. For all employees..5

22 Home page: HR, Ethics and Compliance Conflicts of Interest in the Workplace Privacy and Information Security Code of Conduct Awareness This course is designed to raise employee awareness about conflicts of interest in the workplace, what constitutes a conflict of interest, how a conflict of interest can be avoided, and the appropriate action to take to ensure that a conflict of interest does not negatively impact the employer or the employee. An employee has a conflict of interest with his or her employer if the employee has any type of personal interest, financial or otherwise, that may impair the employee's judgment, causing the employee to consider his or her own self-interests over those of the employer, when performing jobrelated duties. A conflict of interest may also exist if the employee has any potential personal interest that may impair the employee's judgment, whether the employee realizes it or not, and even if the employee does not intend to have a conflict of interest. Conflicts of interest do not have to be acted upon to exist; they can be inherent in the relationships and interests an employee has. An employee may have a conflict of interest if the employee's personal interests create the appearance of an impropriety, regardless of whether the employee's judgment is actually impaired. For all employees who have personal interests that may conflict with the interests of their employer. For informational purposes only and does not constitute legal advice. Information about individuals is used by businesses to provide customers with a huge array of targeted goods and personalized services that consumers have. However, the ability of a business to protect private information it collects as part of its business is only as strong as its weakest link; the human factor is something that technology just can't overcome. This course is aimed at helping individuals who work with private information understand the ways that this information can be disclosed inadvertently. It will ensure that private information doesn't fall into the wrong hands. The course provider s Legal Compliance courses are developed and maintained with subject matter support provided by the Labor, Employment, and Employee Benefits Law Group of the law firm of Sheehan Phinney Bass + Green PA. A code of conduct is a key part of the ethical framework in any organization. It should outline an organization's key ethical principles and provide detailed guidelines on the expected standards of behavior for employees. The code must be effectively distributed to all employees in order to be useful, and should include a clear statement of penalties for breaching it. The existence of a wellwritten code of conduct is beneficial to all employees as well as the organization. This one-hour course teaches participants the concepts and benefits of a corporate code of conduct, and offers practical advice on how to apply the code to ethical dilemmas in a business environment. Course materials and content are for informational purposes only and do not constitute legal advice..5

23 Home page: HR, Ethics and Compliance Management and Leadership Workplace Harassment for Employees - Video Enhanced Supervisor and Manager Sexual Harassment Awareness - Multi-State Edition Leadership Essentials: Motivating Employees Harassment at work can have a corrosive effect on an organization's culture and can lead to low employee morale, reduced productivity, and even criminal liability. Focusing on the forms of harassment prohibited by federal law, this course will provide an overview of the types of behaviors that can give rise to harassment claims, including those based on gender, race, color, national origin, religion, age, and disability. It will also discuss the benefits of and strategies for promoting a respectful work environment that is free of all forms of harassment, intimidation, and discrimination. Sexual harassment can have a very negative impact on an organization's work environment. Managers and supervisors have a responsibility to both their employees and their company to know their role in preventing and responding to sexual harassment. This role includes knowing the laws, guidelines, policies, and resources for correcting, preventing, and investigating sexual harassment complaints. This two-hour course can help your company demonstrate its commitment to a fair, responsible, and healthy organizational environment, free from sexual harassment and intimidation. This course is designed specifically to address sexual harassment training requirements under California and Connecticut law, but is applicable for supervisor and manager training in all states. Under California and Connecticut law, managers and supervisors are required to undertake two hours of training on sexual harassment. This two-hour course is designed to meet that requirement. To ensure that you spend adequate time in this course, please be sure to complete every section. If you follow along with the audio feature of the course, you will meet the two-hour requirement. Please note that you do not have to complete the entire course at one time; you may return to the place you left off through the Bookmark feature. This course was developed with subject matter support provided by the Employment Law Group of the law firm of Wilson Sonsini Goodrich & Rosati. Course materials and content are for informational purposes only and do not constitute legal advice. For supervisors and managers Imagine what your organization would be like if you and your colleagues were not motivated. Motivation is what drives people to accomplish things, whether small tasks or large undertakings. Without motivation, things simply would not get done. The ability to create an environment that encourages motivation takes both practice and skill as it's not a quality inherent in most people. As a leader, your capacity for motivating plays a key element in the success of your organization. This course provides you with an understanding of why motivating strategies are important as a leader. It also provides you with practical techniques for encouraging motivation among employees in your organization. For supervisors, managers, directors, and individuals who want to develop their leadership skills.5 2 hours

24 Home page: Management and Leadership Leadership Essentials: Building Your Influence as a Leader Managing Change: Building Positive Support for Change Business Coaching: Conducting Coaching Sessions Why is it so hard to get people to agree to a good idea? Why are some leaders constantly faced with challenges and objections? Reaching agreement as a leader does not mean you should manipulate or force people to accept your ideas and accomplish your objectives; there are ethical ways for leaders to successfully build influence. Leaders attempting to influence and persuade others are faced with the challenges of navigating through organizational politics. An effective leader recognizes that organizational politics can provide positive ways to influence others in order to accomplish goals. In this course, you will be guided through numerous methods and strategies for effectively influencing a team to accept your ideas. You'll be introduced to the importance of political awareness and the essential skills involved in using positive politics and avoiding negative politics when persuading others. You'll also have an opportunity to practice methods for influencing effectively and ethically. For supervisors, managers, directors, and individuals wanting to develop their leadership skills. It's often said that people don't like change. But when it comes to organizational change, employees are genuinely interested in making things better: an improvement in processes, systems, functions, or services most likely translates into direct improvements for the employee too. Employees cannot support change and recognize its benefits without first understanding how it impacts their tasks, processes, or roles. Employees and people in general empowered with knowledge, understanding, and a clear vision of the future state will not only welcome change, but embrace it. In this course, you'll learn about the importance of building a motivating atmosphere that supports organizational change, and the importance of creating short-term wins and vision. The course highlights techniques for listening to your employees during change initiatives. The course also covers actions you can take to support individuals through change initiatives. For any manager or leader who has an interest in or will manage or lead organizational change. An important part of any coaching session is asking the right questions. When you do this, your coachees will be more focused, attentive, and proactive in finding their own solutions. But you need to know what questions to ask, and in what order. It helps to follow a structured approach that guides you from a broad understanding of what your coachee is trying to achieve to a clear action plan with detailed steps. This course describes how to carry out effective coaching sessions, including clarifying the coachee's situation and recognizing and determining the best options for your coachee to work with. Finally, the course provides actions for wrapping up a coaching session, including getting commitment, identifying obstacles, creating a plan with deadlines, and agreeing on support going forward. For managers who need and want to develop their business coaching skills.

25 Home page: Management and Leadership Talent Management: Basics First Time Manager: Understanding a Manager's Role Would you be able to define talent management if someone asked you what it was? And would you be able to explain why it should be a top priority for organizations? Talent management focuses on recruiting, hiring, developing, and retaining the right talent to drive an organization's performance. This course helps clarify talent management's key role in helping an organization perform at its peak. It introduces and defines talent management, describing key concepts related to it. It also points to why effectively managing talent is so important. In addition, this course identifies the key activities associated with talent management and describes the roles played by managers in implementing a talent management strategy. Most new managers don't realize how much their new role differs from that of an individual contributor. Often, they have misconceptions about what managing entails, and they may be surprised to learn that the skills and methods required for success as an individual contributor and those needed for success as a manager are very different. This course describes some of the myths about management and their corresponding truths in order to clarify what managers really do. It also points to the typical demands and constraints of a manager's job. Finally, it describes strategies for dealing with common mistakes of first-time managers. Personal Development Diversity on the Job: Diversity and You Just as organizations must respond to demographic and social changes that introduce new languages, cultures, values, and attitudes to the workplace, so must you as an individual. To understand and appreciate diversity, you must develop an understanding of yourself and the ways in which you and others view the world. Your ability to use a variety of strategies to effectively deal with diverse situations in and out of the workplace is very important. Equally important is the ability to share these effective strategies openly, to leverage the diversity that exists within the organization. This course identifies strategies to help you become aware of your attitudes toward diversity; increase your acceptance of diverse cultures, people, and ideas; and become an advocate for diversity within the workplace. For anyone who has an interest in cultivating their understanding of diversity in the workplace. See also Diversity 101 And Intro to Diversity (network specific courses, Diversity) Time Management: Analyzing Your Use of Time Do you have too much time on your hands? With all of the pressures of modern life, so few people today do. In order to preserve your time, you have to know how to manage it. And the first step in learning how to manage time well is to understand how you make use of it now. This will help you determine where you can be more efficient. This course focuses on ways to analyze your current use of time. It covers how to use a time log to document and then assess your time use. It also describes how your energy levels and personality affect how you manage time, and outlines ways to better manage time in accordance with your personality type and energy cycle. For individuals who want to develop or refresh their time management skills.

26 Home page: Personal Development Time Management: Planning and Prioritizing Your Time Optimizing Your Work/Life Balance: Maintaining Your Life Balance Generating Creative and Innovative Ideas: Maximizing Team Creativity Problem Solving: The Fundamentals Managing time effectively entails analyzing your goals, breaking those goals into tasks, and then prioritizing those tasks. This isn't always easy or clear cut, given the number of tasks you may need to complete. But if you set clear and measurable goals and then develop an effective to-do list, you'll find prioritizing your many tasks is easier. And, in the end, you'll manage your time better. This course focuses on ways to prioritize your workload. It discusses how to prepare a useful to-do list and prioritize the items on it. It also outlines how to sequence and queue tasks to help improve your time management; and it describes how to estimate time frames so you can schedule your tasks effectively and meet your deadlines. For Individuals who want to develop or refresh their time management skills. You have the knowledge to assess current work/life balance and overcome internal and external obstacles to achieving balance. You know where you are and where you want to be, but now what? How do you achieve and maintain that balance? How will it be affected by external factors and behaviors? This course will focus on techniques for maintaining work/life balance. It includes recognizing the behaviors of passiveness, aggressiveness, and assertiveness and how those affect a person's ability to find balance in life. Techniques that can be used to achieve and preserve balance are also discussed. This course is aimed at individuals who want to balance their work/life responsibilities. Is creativity within everyone's grasp? Does creativity come naturally within a team, or is this a skill that some learn and others don't? Like anything, creativity and innovation can flourish when cultivated with the right tools. 'The problem,' says author and psychiatrist Theodore Rubin, 'is not that there are problems. The problem is expecting otherwise and thinking that having problems is a problem.' A problem is a question or situation that presents doubt, perplexity, or difficulty. It's an issue that needs to be corrected or overcome in order to achieve a desired state. Problem solving involves goal-oriented thinking and action in situations for which no ready-made solutions exist. Whether consciously or unconsciously, everybody solves problems relating to their personal or work life every day. However, you can greatly improve your problem-solving effectiveness by gaining a better understanding of the problem-solving process, essential skills, and required competencies, as well as an awareness of the mind traps and pitfalls that impair the process. This course takes you through the essentials of problem solving and explores some of its challenges. For those who want to develop or improve their problem-solving and decision-making skills.

27 Home page: Personal Development Decision Making: The Fundamentals Being an Effective Team Member Project Management Fundamentals To emphasize the need of a formal decision-making process, C. Wright Mills, an American sociologist and author, once said, 'Freedom is not merely the opportunity to do as one pleases; neither is it merely the opportunity to choose between set alternatives. Freedom is, first of all, the chance to formulate the available choices, to argue over them and then the opportunity to choose.' It's been estimated that most human beings make thousands of decisions in the course of an average day, many of which are unconscious decisions. It is important for your personal and professional success that you become an effective decision maker. This involves following an established decision-making process and adapting your decision-making style to suit different situations. This course introduces you to the fundamentals of decision making and illustrates techniques to help you become an effective decision maker. For individuals who want to develop or improve their problem-solving and decision-making skills A truly effective team is equal to more than the sum of its parts. And it takes the dedication of every member of the team. Effective team members go beyond themselves and their personal desires and goals. If you want to be an effective team member, your challenge is to put the team first, which means maximizing your contributions to help the team accomplish its purpose. This course covers strategies and techniques to help you become an effective and valued member of your team. Specifically, you'll explore ways for adopting a positive approach to being on a team, like recognizing the benefits of working on a team and learning to tolerate team member differences. You'll also learn how to work proactively and collaboratively with members of your team as you achieve your team's goals. For all levels of employees; anyone who participates on any type of team. The evolution of business strategies has increased the importance of management having a thorough understanding of the products they produce. More and more employees are getting promoted from within to become project managers as they fully understand what they are trying to produce and how best to meet the quality and quantity requirements set forth by upper management. Project management, as a process, is the supervision and control of the work required to complete the project deliverable. Using established project management processes, coupled with the experience and skills of experienced workers, has allowed employers to adjust their mind-set when developing management and leadership skills from within. This course will enable someone who is not a professional project manager to learn the fundamentals of project management so he will be able to manage projects related to his area of responsibility within the organization. For a diverse range of managers and staff members who wish to acquire the necessary skills to successfully manage small to medium sized projects. 2.5

28 Home page: Office Productivity and Desktop Getting Started with Excel 2010 Moving and Getting Around in Excel 2010 Office 2010 New Core Features The New Office 2010 Interface, Word 2010, and Excel 2010 Getting Started with Outlook 2010 Managing Attachments, Graphics, Signatures, and Autoreplies in Outlook 2010 Excel 2010 is the newest version of Microsoft's comprehensive spreadsheet tool that offers features that support a wide range of functions. The Ribbon menu is unique to Microsoft Office and stacks the many features of Excel into related tabs, making it easy to quickly access the ones you need. Backstage view is a streamlined gathering of all file-level tools, such as those used for saving, printing, and sharing your files. This course explores these topics and many other basics of Excel 2010, including opening the application, creating new spreadsheets, entering data and, AutoFill features. It also provides an introduction to the many tools that will help you create and use your spreadsheets productively. While it can look complicated and daunting, navigating the Excel interface isn't as difficult as it first appears. This course will show you how to move around the Excel interface using the various keys on the keyboard, such as the Home and End keys, and Ribbon commands. The course also covers the ways in which you can view and arrange workbooks and worksheets to be the most useful and shows you how you can access Excel's many Help features. Using Office 2010, you can share information seamlessly with an individual in the office next door or around the world, and access information anywhere, anytime using mobile devices. Office 2010 includes new graphic and video editing and creation tools to enable you to create visually stunning presentations and documents. This course explores key new features and enhancements in the Office 2010 suite of products. It also introduces product-specific new features and enhancements in the 2010 releases of Word, Excel, PowerPoint, and Access. These new and enhanced features include Office Backstage, Live Preview Paste, Sparklines, Slicers, graphic and video creation and editing tools, PowerPoint Broadcast Service, screenshot capture and clipping tools, Web Apps and Office Mobile. Within the two Microsoft Office Suite releases available since Office 2003, Microsoft has implemented a number of functionality and interface changes and introduced several new features. The overall Office interface has been changed substantially with the introduction of the Ribbon in Microsoft Office 2007, and collaboration and anywhere access to Office files is a major theme in the Microsoft Office 2010 release. Outlook 2010 is the latest release of Microsoft s primary messaging client. Outlook provides all of the tools necessary to manage , scheduling, tasks, and communication. The Outlook 2010 interface has been updated and now uses the ribbon instead of menus, which makes it easier to locate the commands you need. This course addresses the basic features and functionality of Outlook 2010, including an introduction to the redesigned interface, how to create messages, and view and reply to incoming s. Using Outlook 2010 you can now create messages that include compelling visuals and graphics that capture the reader s attention. This course discusses working with attachments in Outlook 2010 as well as including graphics, tables, symbols, and links in your messages. How to add signatures to and auto replying to messages that you receive are also covered.

29 Home page: Office Productivity and Desktop Getting Started with PowerPoint 2010 Getting Started with Word 2010 Moving Around in Word 2010 Introduction to Project Management using Project 2010 PowerPoint 2010 is a presentation program that allows you to create professional-looking slide-show presentations. This course provides an introduction to the main components of the PowerPoint 2010 interface. It covers opening and saving a presentation, working with slides, formatting text and text boxes, and using templates and themes to create professional looking presentations. Word 2010 is the newest version of Microsoft's dynamic word processing tool and it offers features that allow you to create attractive and engaging documents. The Ribbon menu, which is unique to Microsoft Office, organizes Word s many features into related tabs and makes it easier to quickly access those you need. The new Backstage view provides a single streamlined 'stage' for all file-level tools, such as those used for saving, printing, and sharing your files. This course explores these topics and many other basics of using Word 2010, including opening the application, creating new documents, and an introduction to the many tools that will help you create and edit your documents. This course explores basic navigation features such as scrollbars and keyboard keys, along with built-in tools such as the new Navigation Pane. This pane combines features of the Document Map, thumbnails, and Search features found in earlier versions of Word into one, easy-to-use interface. The course also demonstrates how to use Word's Full Screen Reading view to page through a file as if it were a printed document, and how to use Word's Outline view to organize your document. The role of Project Manager is an important position in virtually any organization. The move from traditional project management to using project management software can help any project manager become more efficient and successful. This course provides an overview of project management fundamentals, including the stages of a project lifecycle, the basic project management processes, and how Microsoft Project 2010 project management software benefits both the manager and the project itself.

The FMA Institute Courses & Resources

The FMA Institute Courses & Resources The FMA Institute Courses & Resources Institute Overview The Blog Course Descriptions & Prices FUND E-Z FMA articles 1 The FMA Institute is committed to developing nonprofit financial leaders and facilitating

More information

Dynamics Nav / Navision training sessions by module

Dynamics Nav / Navision training sessions by module Contents Processing training (all versions)... 2 Processing training (version 2013 and 2015 only)... 5 Configuration and set up training including using data migration tool (Rapid Start services from Nav

More information

Course 80534A Finance Essentials in Microsoft Dynamics NAV 2013

Course 80534A Finance Essentials in Microsoft Dynamics NAV 2013 Course 80534A Finance Essentials in Microsoft Dynamics NAV 2013 Duration: 2 days ILT About this Course This two-day course provides students with the tools to set up the financial management application

More information

2016 LEADERSHIP GIVING GUIDE

2016 LEADERSHIP GIVING GUIDE 2016 LEADERSHIP GIVING GUIDE BENEFITS OF A LEADERSHIP CAMPAIGN Leadership giving is an important part of United Way employee campaigns in all business and public sector organizations. United Way relies

More information

Blackbaud Training Launch Packet. August Daniel Island Drive, Charleston, SC T E W

Blackbaud Training Launch Packet. August Daniel Island Drive, Charleston, SC T E W Blackbaud Training Launch Packet August 2013 2000 Daniel Island Drive, Charleston, SC 29492 T 800.443.9441 E W www.blackbaud.com OVERVIEW Now that your organization is live with the software, you need

More information

Ceres Glossary. Owner of this document is: Scott Wiacek Purpose of this document

Ceres Glossary. Owner of this document is: Scott Wiacek Purpose of this document Ceres Glossary Owner of this document is: Scott Wiacek swiacek@feedingamerica.org Purpose of this document The purpose of this document is to provide a dictionary of terms commonly referred to by Ceres

More information

Once you have completed this topic, you will be able to create and verify opening balances for Business Partners.

Once you have completed this topic, you will be able to create and verify opening balances for Business Partners. 1. SAP BUSINESS ONE FINANCIALS SAP Business One Accounting Overview This course will give you an overview of the accounting features in SAP Business One. Start Using Financials Navigate the chart of accounts

More information

2. Is it possible to manage bill of material with different BOM and routing version?

2. Is it possible to manage bill of material with different BOM and routing version? MANUFACTURING 1. What is the difference between assemble-to-order versus assemble-to-stock? Assemble-to-order is used for items that you do not want to stock because you want to minimize inventory costs

More information

Purchase Order Overview

Purchase Order Overview Purchase Order Overview Owner of this document is: Scott Wiacek swiacek@feedingamerica.org Purpose of this document A Purchase Order in Ceres allows you to create the initial order, receive product, and

More information

DONOR RELATIONS DIRECTOR

DONOR RELATIONS DIRECTOR JOB OPPORTUNITY DONOR RELATIONS DIRECTOR Posting Date: February 1, 2019 Applications will be given full consideration if received by 5:00 PM on March 8, 2019 Interviewing will take place in February and

More information

Activant Prophet 21. Perfecting Your Month and Year End Closing Routines

Activant Prophet 21. Perfecting Your Month and Year End Closing Routines Activant Prophet 21 Perfecting Your Month and Year End Closing Routines This class is designed for System Administrators Operation Managers Accounting Managers Objectives Suggested month end and year end

More information

Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010

Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010 Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010 The Business Framework evolution is nearly complete. Modules that are Business Framework ready: General Ledger (4.0)

More information

COURSE CATALOG. vadoinc.net

COURSE CATALOG. vadoinc.net COURSE CATALOG 2018 vadoinc.net Welcome Welcome to the Vado 2018 Course Catalog. Vado provides any organization or learner numerous opportunities to build the skills needed to lead and manage others, as

More information

8 Week Workplan for a Successful May 1st!

8 Week Workplan for a Successful May 1st! [Pick the date] 8 Week Workplan for a Successful May 1st! An interactive workbook to help you create, plan and implement your 8 week Midlands Gives campaign Getting Started: Planning Planning is the most

More information

OVER 100 WORKSHOPS & COMPREHENSIVE TRAINING PROGRAMS BUSINESS DEVELOPMENT & ENTREPRENEURSHIP WORKSHOPS

OVER 100 WORKSHOPS & COMPREHENSIVE TRAINING PROGRAMS BUSINESS DEVELOPMENT & ENTREPRENEURSHIP WORKSHOPS OVER 100 WORKSHOPS & COMPREHENSIVE TRAINING PROGRAMS We offer clients a total training solution through our inventory of award-winning construction, management, leadership and financial empowerment seminars

More information

CULTURE OF PHILANTHROPY

CULTURE OF PHILANTHROPY CULTURE OF PHILANTHROPY Everyone can articulate a case for giving (what philanthropy makes possible) and describe how contributions are used. Donor communications emphasize what charitable gifts make possible

More information

Bibliography. Literature. Other Sources

Bibliography. Literature. Other Sources Bibliography Literature Keith Dunkinson, Andrew Birch: Implementing Microsoft Dynamics AX 2012 with Sure Step 2012, Packt Publishing (2013) Mindaugas Pocius: Microsoft Dynamics AX 2012 Development Cookbook,

More information

PROCEDURES AND PAPERFLOW

PROCEDURES AND PAPERFLOW PROCEDURES AND PAPERFLOW I. Purchasing A. Purchase Orders 3 1. Special Orders 3 2. Stock Order 3 3. Printing 3 4. Monitoring 4 5. Acknowledging 4 II. Inventory Movement 5 A. Inventory Receiving Worksheet

More information

Contents OVERVIEW... 3

Contents OVERVIEW... 3 Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration

More information

Foundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB

Foundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB Foundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB Help our environment Do not print this document Why Foundation Pack from Cost Control

More information

CAMPAIGN COORDINATOR S GUIDE TO A GREAT CAMPAIGN

CAMPAIGN COORDINATOR S GUIDE TO A GREAT CAMPAIGN CAMPAIGN COORDINATOR S GUIDE TO A GREAT CAMPAIGN Boys & Girls Club of America Tahlequah LAKE AREA UNITED WAY Page 2 On behalf of the community THANK YOU for being a Campaign Coordinator for the annual

More information

APPENDIX C: LAB SOLUTIONS

APPENDIX C: LAB SOLUTIONS Appendix C: Lab s APPENDIX C: LAB SOLUTIONS Lab 2.1 Handling Sales Scenario: Cronus' customer 20000 orders 1200 units of item 70003. The customer requests that the order be delivered with 300 units every

More information

KEY TOOLS FOR SMALL CHARITY FUNDRAISING

KEY TOOLS FOR SMALL CHARITY FUNDRAISING KEY TOOLS FOR SMALL CHARITY FUNDRAISING What you need for success KEY TOOLS FOR FUNDRAISING Today s presentation will look at: 1. Case for Support 2. Fundraising Strategy 3. Constituency Model 4. Stewardship

More information

IBackOffice 7.3 Release Notes IBackOffice Global

IBackOffice 7.3 Release Notes IBackOffice Global IBackOffice 7.3 Release Notes IBackOffice Global New Features 1 Change Company 2 Security Groups 2 Explorer Views 3 Zoom in Report Parameters Window 3 Accounts Payable 3 Accounts Receivable 5 General Ledger

More information

Sage DacEasy What s New Guide

Sage DacEasy What s New Guide Sage DacEasy 2013 What s New Guide Sage DacEasy 2013: Powerful capabilities, exceptional usability. Streamline your accounting functions to be even more efficient and flexible with Sage DacEasy 2013. Not

More information

myskillsprofile MLQ30 Management and Leadership Report John Smith

myskillsprofile MLQ30 Management and Leadership Report John Smith myskillsprofile MLQ30 Management and Leadership Report John Smith Management and Leadership Questionnaire 2 INTRODUCTION The Management and Leadership Questionnaire (MLQ30) assesses management and leadership

More information

BillQuick Peachtree Integration

BillQuick Peachtree Integration Time Billing and Business Management Software Built With Your Industry Knowledge BillQuickPeachtree Integration Integration Guide BQE Software, Inc. 2601 Airport Drive Suite 380 Torrance CA 90505 Support:

More information

Mentoring. Program Guide

Mentoring. Program Guide Mentoring Program Guide Mentoring Guide Developed by the Nova Scotia Public Service Commission This guide for mentoring has been designed to support the leadership and career planning and development of

More information

Fundraising Tips and Tools

Fundraising Tips and Tools Fundraising Tips and Tools In this list, there are 10 Tips and 8 Tools to keep in mind for successful ways to raise funds. Tip #1: Tip #2: Tip #3: Tip #4: Tip #5: Tip #6: Tip #7: Tip #8: Tip #9: Fundraising

More information

Build a Fundraising Board

Build a Fundraising Board Build a Fundraising Board presented by Brian Saber president, asking matters what we ll cover today why asking matters the evolution of boards create a culture of asking the board s role board giving board

More information

v10.5 Enhancements List

v10.5 Enhancements List General System Changes Business Rules The Options & Interfaces functionality from each application has been moved to a centralized System Manager function called Business Rules. Forms Control You can now

More information

Connect 2018 ProcessPro Breakout Descriptions

Connect 2018 ProcessPro Breakout Descriptions PROCESSPRO GLOBAL Accounts Payable (Global) Join us to start your knowledge about Accounts Payable. We ll take a basic approach to AP by learning frequent functions of the transaction cycle. We ll also

More information

How do I Reconcile MCPS Invoices?

How do I Reconcile MCPS Invoices? How do I Reconcile MCPS Invoices? Overview Purpose This document explains how schools can reconcile Montgomery County Public School (MCPS) invoices to requisitions charged to their cash account and to

More information

Managing Director of Development. Positive Resource Center. Position Specification

Managing Director of Development. Positive Resource Center. Position Specification NONPROFIT EXECUTIVE SEARCH FOR DEVELOPMENT & PHILANTHROPY Managing Director of Development Positive Resource Center Position Specification July 28, 2014 RANDALL SEARCH ASSOCIATES 350 Rhode Island St.,

More information

Executive Certificate in Negotiation Curriculum*

Executive Certificate in Negotiation Curriculum* Executive Certificate in Negotiation Curriculum* Negotiation Essentials Module 1: Introduction to Negotiation Module 2: Negotiation Stages Module 3: Elements of Planning and Claiming Module 4: Fairness

More information

Software Development & Education Center. Microsoft Dynamics

Software Development & Education Center. Microsoft Dynamics Software Development & Education Center Microsoft Dynamics NAV 2013 Course 80534A: Finance Essentials in Microsoft Dynamics NAV 2013 About this Course This two-day course provides students with the tools

More information

9 ESSENTIAL ELEMENTS FOR ONLINE SUCCESS IN 2011 Session 2 of 3, presented by Victoria Marchand 04/14/2011 1

9 ESSENTIAL ELEMENTS FOR ONLINE SUCCESS IN 2011 Session 2 of 3, presented by Victoria Marchand 04/14/2011 1 9 ESSENTIAL ELEMENTS FOR ONLINE SUCCESS IN 2011 Session 2 of 3, presented by Victoria Marchand 04/14/2011 1 MEET VICKIE. Five years at Blackbaud Strategic and tactical development of online initiatives

More information

Chapter 2 (new version)

Chapter 2 (new version) Chapter 2 (new version) MULTIPLE CHOICE 1. An agreement between two entities to exchange goods or services or any other event that can be measured in economic terms by an organization is a) give-get exchange

More information

BUSINESS ESSENTIALS AND ADVANCED MANAGEMENT

BUSINESS ESSENTIALS AND ADVANCED MANAGEMENT INTRODUCTION People drive business results; amplify their impact and you can achieve greater success. At Microsoft, we believe that when people are equipped with the right tools, they can surmount even

More information

Technology in Fundraising

Technology in Fundraising White Paper Technology in Fundraising Executive Summary As a nonprofit in today s world, you face a complex and evolving environment. New organizations added each day make competition fiercer than ever.

More information

User Acceptance Testing (UAT) Plan Financial Management

User Acceptance Testing (UAT) Plan Financial Management User Acceptance ing (UAT) Plan Financial Management Overview The purpose of this document is to outline the process and protocol for a critical stage of your Tyler implementation project. User Acceptance

More information

ACCPAC FUNDAMENTALS. 1. It offers powerful analysis and reporting tools for accounting, finance, and auditing endusers

ACCPAC FUNDAMENTALS. 1. It offers powerful analysis and reporting tools for accounting, finance, and auditing endusers ACCPAC FUNDAMENTALS A. FEATURES OF ACCPAC SYSTEM ACCPAC System The ACCPAC for Windows Series is a Windows accounting software, which provides a comprehensive business management solution for corporate

More information

Providing Pathways to Housing House 1262 Sutton Way, Grass Valley, California (530) hhshelter.org

Providing Pathways to Housing House 1262 Sutton Way, Grass Valley, California (530) hhshelter.org Hospitality Providing Pathways to Housing House 1262 Sutton Way, Grass Valley, California 95945 (530) 271-7144 hhshelter.org POSITION DESCRIPTION Position: Thrift Store Manager Status: Exempt/Full-time,

More information

IM Enterprise. Business Software for Non Profits

IM Enterprise. Business Software for Non Profits IM Enterprise Business Software for Non Profits 1 Features & Benefits Modular Design By integrating all modules into one application, IM Enterprise provides a flexible solution for your entire organization

More information

Feature List. Freight.Ware for LTL Carriers. Included Features: 1 P a g e

Feature List. Freight.Ware for LTL Carriers. Included Features: 1 P a g e Freight.Ware for LTL Carriers Included Features: Explorer Style menu system Menu-Level Security SQL Server 2005 / 2008 based Full-charge integrated Accounting Management Information Center ProMiles / Milemaker

More information

The VAT Edition. I understand my VAT. Piece of cake! Sage 50 Accounts 2014 Version differences

The VAT Edition. I understand my VAT. Piece of cake! Sage 50 Accounts 2014 Version differences I understand my VAT. Piece of cake! Taxable supplies to zero-rated supplies made clear. Sage 50 Accounts 2014 - VAT done. The VAT Edition Sage 50 Accounts 2014 Version differences Helping you to 2009 2010

More information

PLAN TEGIC TRA S

PLAN TEGIC TRA S STRATEGIC PLAN 2017 2019 GOALS PROMOTE INCLUSION AND EXPAND INFLUENCE AFP reflects a diverse and inclusive community, evolving and enhancing our global influence and mission impact. Engage diverse nonprofit

More information

QuickBooks Premier 2018 Level 1

QuickBooks Premier 2018 Level 1 Courseware 1767 QuickBooks Premier 2018 Level 1 Accounting Series Course Description This course introduces basic accounting tasks using the Canadian version of QuickBooks Premier Accountant Edition 2018.

More information

SEMtek. Introduction. SEMtek success story: University of Alabama at Tuscaloosa

SEMtek. Introduction. SEMtek success story: University of Alabama at Tuscaloosa SEMtek Since 1984, entrinsik has invested considerable time researching the seminar and event management industry, learning the business and developing software that would not only automate the process

More information

Health Happens in Libraries Communications Guide

Health Happens in Libraries Communications Guide Health Happens in Libraries Communications Guide 1 This project is made possible by the Institute of Museum and Library Services. Table of Contents INTRODUCTION HOW TO USE THIS GUIDE UNDERSTANDING YOUR

More information

v10 Training Catalogue Page 1 of 14 TRAINING APPROACH

v10 Training Catalogue Page 1 of 14 TRAINING APPROACH v10 Training Catalogue Page 1 of 14 TRAINING APPROACH Helix s approach to training is comprehensive and designed to ensure a smooth transition for our Customers from their previous system to Andar. During

More information

POSITION DESCRIPTION MANAGER OF CORPORATE RELATIONSHIPS

POSITION DESCRIPTION MANAGER OF CORPORATE RELATIONSHIPS POSITION DESCRIPTION MANAGER OF CORPORATE RELATIONSHIPS ABOUT THE POSITION Title: Manager of Corporate Relationships Reports To: Executive Director Classification: Exempt ABOUT NAFOA NAFOA is a national

More information

Caron Business Solutions Course Catalogue

Caron Business Solutions Course Catalogue Course Catalogue Inc. Table of Contents Table of Contents Introduction... 3 Our Learning Path... 3 Getting Started Series... 3 Getting the Most Series... 4 Refresher Series... 4 Extending Your Knowledge

More information

Shy or Introverted? A Step-by-Step Guide to Conducting Face-to-Face Fundraising Successfully

Shy or Introverted? A Step-by-Step Guide to Conducting Face-to-Face Fundraising Successfully Shy or Introverted? A Step-by-Step Guide to Conducting Face-to-Face Fundraising Successfully Our webinar will start 2 minutes after the hour. Thanks for joining us. How to Raise Much More Money Using Your

More information

SELL MORE. SERVICE MORE... PERIOD.

SELL MORE. SERVICE MORE... PERIOD. SELL MORE. SERVICE MORE... PERIOD. Dealer-Inspired Service and Customer Retention Solutions Designed to help solve daily dealer challenges, AutoLoop s proprietary solutions have proven to generate 0%+

More information

Table of Contents. QuickBooks 2018 Chapter 2: Working with Customers 21. QuickBooks 2018 Chapter 1: Introducing QuickBooks Pro 1

Table of Contents. QuickBooks 2018 Chapter 2: Working with Customers 21. QuickBooks 2018 Chapter 1: Introducing QuickBooks Pro 1 Table of Contents Preface UNIT 1: ESSENTIAL SKILLS QuickBooks 2018 Chapter 1: Introducing QuickBooks Pro 1 Presenting QuickBooks Pro 2 Editions of QuickBooks 2 Determining the Edition 2 Types of Tasks

More information

Accounting Master Update for Version 14.2

Accounting Master Update for Version 14.2 Accounting Master Update for Version 14.2 Date: October 2014 From: MACC s Product Development Team Re: Version 14.2 Release The following enhancements have been made to the Accounting Master software application.

More information

Self-Assessment for the CoSN Certified Education Technology Leader (CETL ) Certification Exam

Self-Assessment for the CoSN Certified Education Technology Leader (CETL ) Certification Exam Self-Assessment for the CoSN Certified Education Technology Leader (CETL ) Certification Exam COSN s Self-Assessment will help you determine your readiness for the CETL certification exam. It can also

More information

Marketing Services for Q2 Customers CAPABILITIES BROCHURE

Marketing Services for Q2 Customers CAPABILITIES BROCHURE Marketing Services for Q2 Customers CAPABILITIES BROCHURE End User Marketing, Creative Services, and Advisory Services We focus on being a strategic partner for future growth and providing the tools and

More information

Marketing Services for Q2 Customers CAPABILITIES BROCHURE

Marketing Services for Q2 Customers CAPABILITIES BROCHURE Marketing Services for Q2 Customers CAPABILITIES BROCHURE End User Marketing, Creative Services, and Advisory Services We focus on being a strategic partner for future growth and providing the tools and

More information

UNITED WAY OF JOHNSON & WASHINGTON COUNTIES STRATEGIC PLAN 2016

UNITED WAY OF JOHNSON & WASHINGTON COUNTIES STRATEGIC PLAN 2016 UNITED WAY OF JOHNSON & WASHINGTON COUNTIES STRATEGIC PLAN 2016 2020 Goals and strategies 2015 assessment data Education Improve success for children and youth by decreasing the preparation gaps by 1/3

More information

VOLUNTEER & LEADERSHIP DEVELOPMENT

VOLUNTEER & LEADERSHIP DEVELOPMENT AMERICAN RENTAL ASSOCIATION VOLUNTEER & LEADERSHIP DEVELOPMENT Tips for recruiting and motivating volunteers are discussed in this section. Leadership training opportunities such as the Leadership Conference

More information

Abila MIP Fund Accounting

Abila MIP Fund Accounting Page 1 Fund Accounting Feature Compare Make an informed decision when you choose your fund accounting system. Use this checklist during your evaluation of Fund Accounting. Write in the names of up to two

More information

YardiForum SENIOR LIVING /201 7

YardiForum SENIOR LIVING /201 7 YardiForum SENIOR LIVING /201 7 COURSE DESCRIPTIONS Accounting AC050 Financial Reporting Overview This course is an overview of financial reporting options available in Voyager. After a brief presentation

More information

QT9 ERP Job Management Software. Compliance. Paperless. User Friendly. Powerful.

QT9 ERP Job Management Software. Compliance. Paperless. User Friendly. Powerful. Compliance. Paperless. User Friendly. Powerful. SOFTWARE FEATURES Email Alerting Configure email alerts for inventory level of both your raw materials and your finished goods Outlook Integration Create

More information

EMPLOYEE CAMPAIGN COORDINATOR GUIDE LIVE UNITED

EMPLOYEE CAMPAIGN COORDINATOR GUIDE LIVE UNITED EMPLOYEE CAMPAIGN COORDINATOR GUIDE LIVE UNITED Congratulations on being selected as your company s Employee Campaign Coordinator (ECC). Not only are you providing a tremendous service to your company,

More information

HOW TO WRITE A WINNING PROPOSAL

HOW TO WRITE A WINNING PROPOSAL HOW TO WRITE A WINNING PROPOSAL WHAT IS A PROPOSAL? A proposal is a picture of a project, it is NOT the project. In that sense, it is based on your project plan but may be quite different from the Project

More information

QuickBooks Best Practices for Law Firms

QuickBooks Best Practices for Law Firms Opening Separate Bank Accounts Reconciling accounts and preparing for tax time is much easier if you separate personal from business bank accounts. Same goes for credit card and line-of-credit accounts.

More information

Courses Offered. 438 Professional Development Studies. Coordinator & Office

Courses Offered. 438 Professional Development Studies. Coordinator & Office 438 Professional Development Studies Professional Development Studies Today s worker is faced not only with ever-increasing technological challenges, but also with the need for applied instruction in a

More information

Sage 100 ERP 2015 What s New

Sage 100 ERP 2015 What s New Sage 100 ERP 2015 What s New Global Enhancements Migration Changes If you are converting data for a company using the Purchase Order module, a message appears asking if you want to retain purchase order

More information

Asterisk NGO/NPO Solutions

Asterisk NGO/NPO Solutions Helping Businesses Run Better A non-government/ non-profit organization s existence relies on people who wants to make Why Choose Microsoft Dynamics some changes, improvements, developments in their society

More information

Professional Development Studies

Professional Development Studies Professional Development Studies 519 Professional Development Studies Today s worker is faced not only with ever-increasing technological challenges, but also with the need for applied instruction in a

More information

Contents OVERVIEW... 3 CONFIGURATION... 4

Contents OVERVIEW... 3 CONFIGURATION... 4 Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration

More information

Building Core Leadership & Supervisory Competencies

Building Core Leadership & Supervisory Competencies An Intensive 2-Week Training Course Building Core Leadership & Supervisory Competencies 03-14 Dec 2017, Dubai 21-MAY-17 This course is Designed, Developed, and will be Delivered under iso Quality Standards

More information

AMERICAN COUNCIL OF ENGINEERING COMPANIES OF SOUTH DAKOTA

AMERICAN COUNCIL OF ENGINEERING COMPANIES OF SOUTH DAKOTA AMERICAN COUNCIL OF ENGINEERING COMPANIES OF SOUTH DAKOTA ABSTRACT The ACEC South Dakota Chapter developed a strategic plan to guide its projects and meetings, advocate for member organizations, provide

More information

Switching from Basic to Advanced Accounting Software

Switching from Basic to Advanced Accounting Software The Complete Guide to Switching from Basic to Advanced Accounting Software An ebook published by: Red Wing Software, Inc. Table of Contents a Chapter 1 Signs You Are Outgrowing Your Basic Accounting System...1

More information

Outcome Metrics. Measuring What Matters in the Nonprofit World

Outcome Metrics. Measuring What Matters in the Nonprofit World Outcome Metrics Measuring What Matters in the Nonprofit World Table of Contents 01 Preface: The Age of Transparency and Accountability 04 The Best Path to Success: A Balanced Approach 02 Outcome Metrics:

More information

REQUEST FOR EXPRESSIONS OF INTEREST FOR AN INDVIDUAL CONSULTANT AFRICAN DEVELOPMENT BANK

REQUEST FOR EXPRESSIONS OF INTEREST FOR AN INDVIDUAL CONSULTANT AFRICAN DEVELOPMENT BANK REQUEST FOR EXPRESSIONS OF INTEREST FOR AN INDVIDUAL CONSULTANT AFRICAN DEVELOPMENT BANK DELIVERY, PERFORMANCE MANAGEMENT AND RESULTS (SNDR) AfCoP Project Title of the assignment: to design and establish

More information

Strengthen Stewardship. with Elec tronic Giving. an ebook for your church committee

Strengthen Stewardship. with Elec tronic Giving. an ebook for your church committee Strengthen Stewardship with Elec tronic Giving an ebook for your church committee Chapters 1. Benefits of electronic giving 2. How electronic giving works 3. Why members appreciate electronic giving 4.

More information

Public Relations & Communications Manager

Public Relations & Communications Manager Manager August 2018 Page: Page 1 of 10 Version No: 3.0 Authorised by: CEO Marketing and Communications Manager Position Description Manager August 2018 Page: Page 2 of 10 Version No: 3.0 Authorised by:

More information

tyuiopasdfghjklzxcvbnmqwertyuiopas

tyuiopasdfghjklzxcvbnmqwertyuiopas qwertyuiopasdfghjklzxcvbnmqwertyui opasdfghjklzxcvbnmqwertyuiopasdfgh jklzxcvbnmqwertyuiopasdfghjklzxcvb nmqwertyuiopasdfghjklzxcvbnmqwer QuickBooks Instructional Manual MiraCosta College tyuiopasdfghjklzxcvbnmqwertyuiopas

More information

Enhancements in Spectrum Last Updated: April 5, 2018

Enhancements in Spectrum Last Updated: April 5, 2018 Enhancements in Spectrum 14.24 Last Updated: April 5, 2018 Status: Thunderbirds are GO! AP BI BI BI BI CM JC JC JC MM PO PO PO PR PR PR PS ST ST ST Use Tax Report Supports Work Orders Deep Linking New

More information

Sage MAS 90 and 200 Product Update 2 Delivers Added Value!

Sage MAS 90 and 200 Product Update 2 Delivers Added Value! Sage MAS 90 and 200 Product Update 2 Delivers Added Value! The second Sage MAS 90 and 200 4.4 Product Update 4.40.0.2 is available via a compact download from Sage Online. Delivering additional features

More information

The AAA Way to Fundraising Success: Maximizing Involvement, Maximizing Results

The AAA Way to Fundraising Success: Maximizing Involvement, Maximizing Results The AAA Way to Fundraising Success: Maximizing Involvement, Maximizing Results 2010 Bridge to Integrated Marketing and Fundraising Conference July 27, 2010 8:30 9:20 a.m. Kay Sprinkel Grace, Presenter

More information

School of BCRM 2019 Course Catalog

School of BCRM 2019 Course Catalog School of BCRM 2019 Course Catalog 1 Table of Contents The School of BCRM... 2 Courses... 2 Instructor-Led Webinars... 2 Registration Process... 6 Accessing the Courses... 6 Recordings... 6 Self-Paced

More information

You can easily view comparative data and drill through for transaction details.

You can easily view comparative data and drill through for transaction details. analyzing financial and operational information (such as number of sales reps, occupancy rates or cycle time), giving you a very powerful business management tool that leverages your financial data. You

More information

Connecting Time Matters/Billing Matters and QuickBooks. 35*45 Consulting - Global 7 Second System

Connecting Time Matters/Billing Matters and QuickBooks. 35*45 Consulting - Global 7 Second System Why Choose QuickBooks... 3 Why Use Billing Matters... 3 Question to Ask... 3 Getting Started in Billing Matters... 4 Getting Started in QuickBooks... 11 Linking Billing Matters and QuickBooks... 14 Using

More information

TRAVERSE Enhancements. v 10.5

TRAVERSE Enhancements. v 10.5 TRAVERSE Enhancements This booklet gives you a first look at the enhancements and features of TRAVERSE 10.5 from Open Systems, Inc. Michael Bertini CEO Open Systems, Inc. Aged Trial Balance Inquiry Check

More information

Strategic Plan Revised May Page 1 of 12

Strategic Plan Revised May Page 1 of 12 Strategic Plan 2018-2021 Revised May 2018 Page 1 of 12 CONTENTS Mission, Vision and Goals 3 Goal 1 Awareness 5 Goal 2 Education 6 Goal 3 Workforce Development 8 Goal 4 Partnerships 10 Goal 5 Resource Development

More information

Nine Strategies for Business/Education Collaboration

Nine Strategies for Business/Education Collaboration Nine Strategies for Business/Education Collaboration Common- Sense Approaches for Exceptional Results The following guide outlines nine of the most common types of business/education partnerships being

More information

Executive Search. for the. Executive Director of. Dress for Success Triangle. February 20, 2017

Executive Search. for the. Executive Director of. Dress for Success Triangle. February 20, 2017 Executive Search for the Executive Director of Dress for Success Triangle February 20, 2017 1 Organization Dress for Success Triangle Position Description: Executive Director https://trianglenc.dressforsuccess.org

More information

JOB DESCRIPTION: EXECUTIVE DIRECTOR PIVOT LEGAL SOCIETY

JOB DESCRIPTION: EXECUTIVE DIRECTOR PIVOT LEGAL SOCIETY JOB DESCRIPTION: EXECUTIVE DIRECTOR PIVOT LEGAL SOCIETY Pivot works in partnership with communities affected by poverty and social exclusion to identify priorities and develop solutions to complex human

More information

Alphabetical TrulinX Program List

Alphabetical TrulinX Program List Alphabetical TrulinX Program List Agent Order Commission Receipt by Sales Rep Report Agent Order Commission Receipt Report Adjust FMD Process Agent Orders Agent Order Line Maintenance Agent Order Maintenance

More information

Advanced Accounting Software & Secure Internet Solutions. Visit us at Security Objects Definitions. Reference Manual

Advanced Accounting Software & Secure Internet Solutions. Visit us at   Security Objects Definitions. Reference Manual Advanced Accounting Software & Secure Internet Solutions Visit us at www.dpro.com Security Objects Definitions Reference Manual Version 7.3 Information in this document is subject to change without notice

More information

INTERNAL COORDINATORS GUIDE TO A GREAT CAMPAIGN

INTERNAL COORDINATORS GUIDE TO A GREAT CAMPAIGN INTERNAL COORDINATORS GUIDE TO A GREAT CAMPAIGN United Way of the Brazos Valley www.uwbv.org YOU ARE MAKING AN IMPACT IN OUR COMMUNITY The United Way Community Campaign is about bringing people together

More information

Professional Development Studies

Professional Development Studies 492 Professional Development Studies Professional Development Studies Today s worker is faced not only with ever-increasing technological challenges, but also with the need for applied instruction in a

More information

Achieve. Performance objectives

Achieve. Performance objectives Achieve Performance objectives Performance objectives are benchmarks of effective performance that describe the types of work activities students and affiliates will be involved in as trainee accountants.

More information

Application modules, available in various optional combinations to meet specific organizational needs, include the following:

Application modules, available in various optional combinations to meet specific organizational needs, include the following: Enhanced Fundamentals is designed to meet the specialized needs for fund accounting, cash management, payroll, utility billing, fund raising, donor management and other applications, typically found in

More information