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Shelby v.5 Custom Training Workshops

With the challenge presented by our current economy, Custom Workshops are a great solution to save money and increase the skills of your staff. Help each member of your team become even more effective and efficient with his or her time and energy. Reduce frustration and increase productivity by “Building Your Own Workshop!”

Advantages of Custom Workshopsregional-workshops

  • Have the training on dates that work for you and your team
  • Have the workshop at your own location – a great convenience for your staff
  • Choose and customize the curriculum, specific to your staff needs, from our catalog of choices

Custom Host Workshop Rate

For only $800/day*, your organization will receive…

  • Training on the topic(s) of your choice for up to five staff members (beyond value)
  • A skilled Shelby Master or Consultant trainer at your location for a full business day ($750 value)
  • Five specialized Shelby workbooks for the topic(s) you choose ($500 value)

Have more than five staff members that need training? Each additional attendee is only $50 per person, per day including a workbook ($100 value).

Use the product in this category [Custom Workshop Day: Extra Attendee(s)] to include additional staff members.

 

*Hosting organization is also responsible for trainer’s travel-related expenses, i.e. airfare and rental car or mileage at the current IRS rate, lodging, and meals (not to exceed an average of $40/day).

 

Getting Started with Custom Workshops

  1. Select the topics you would like to cover from the list below.
  2. View your calendar and determine what timeframe will work best for your staff.
  3. Click a link below to begin building your Private Custom Workshop.
  4. Mark your calendar, assemble your team, and we will take care of the rest.

Create your training schedule using the topics below:

Each topic is one day's worth of material.

TopicHands-onLecture
Membership & Attendance 101 Yes  
Membership & Attendance 201 Yes  
Selections & Listings 101 Yes  
Selections & Listings 201 Yes  
General Ledger & Contributions 101 Yes  
General Ledger & Contributions 201 Yes  
General Ledger, Accounts Payable & Bank Reconciliation 101 Yes  
General Ledger, Accounts Payable & Bank Reconciliation 201 Yes  
General Ledger & Payroll 101 Yes  
General Ledger & Payroll 201 Yes  
Accounts Payable, Bank Reconciliation & Payroll 101 Yes  
Accounts Payable, Bank Reconciliation & Payroll 201 Yes  
Contributions, Accounts Payable, & Bank Reconciliation 101 Yes  
Contributions, Accounts Payable, & Bank Reconciliation 201 Yes  
Membership & Contributions 101 Yes  
Membership & Contributions 201 Yes  
Financial Reporting   Yes
Database Maintenance & Cleanup   Yes
Prospects to Membership   Yes
Profiles & Organizations   Yes
Profiles & Servant   Yes
Extreme Reporting I (Part 1) - Query Basics and Query Builder Yes  
Extreme Reporting I (Part 2) - Report Designer Yes  
Extreme Reporting I (Part 3) - Linking Shelby Data to Microsoft Office Yes  
Extreme Reporting II (Part 1) - Advanced SQL Techniques Yes  
Extreme Reporting II (Part 2) - Using VBScript with Report Designer Yes  
v.5 Financials Boot Camp Yes