The 101 Virtual Training Workshops are designed for new ChMS or ShelbyFinancials customers, users who need a refresher course, and/or existing customers who change staff positions. These two workshops are three hours daily over four days on two subsequent weeks (Non-Financials and then Financials).

Each workshop:

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

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

Non-Financials 101 Virtual Training Workshop

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

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

Cost $320 before cutoff / $370 after cutoff

Register Select a date below

Workshop Date Cut-Off Date Closed
June 6 - 9, 2022
May 31, 2022 June 2, 2022
July 11-14, 2022
July 5, 2022 July 7, 2022

ShelbyFinancials 101 Virtual Training Workshop

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

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

Cost $320 before cutoff / $370 after cutoff

Register Select a date below

Workshop Date Cut-Off Date Closed
June 13 - 16, 2022 June 6, 2022 June 9, 2022
July 18-21, 2022 July 11, 2022 July 14, 2022

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