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ShelbyTraining

Memphis Training Workshops


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

Non-Financial Workshop

Monday:
Tuesday:
Wednesday: 		8:30 am  -  4:30 pm
8:30 am  -  4:30 pm
8:30 am - 12:00 pm 		Cost:
$425 before cutoff
$475 after cutoff

Financial Workshop

Wednesday:
Thursday:
Friday: 		1:00 pm  -  4:30 pm
8:30 am  -  4:30 pm
8:30 am - 12:00 pm 		Cost:
$425 before cutoff
$475 after cutoff
In this session you will learn how to...
  • Set up Non-Financial modules
  • Customize and use GlobaFILE
  • Customize Membership
  • Use Membership, Prospects, and Miscellaneous Names
  • Use Profiles, Organizations, Life Events, Custom Dates,
    and Custom Tabs
  • Use Selections & Listings to create Membership Reports
  • Use levels in Organizations
In this session you will learn how to...
  • Set up Financial modules
  • Create and modify a Chart of Accounts
  • Enter opening balances in General Ledger
  • Create financial reports
  • Set up and create budget reports
  • Print and e-mail Contributions statements
  • Print vendor activity reports
  • Run Payroll
  • Print W-2 and 1099 forms
Workshop Dates Cut-off Date
September 13 - 15 August 30
October 4 - 6 September 20
November 1 - 3 October 18
December 6 - 8 November 22
January 10 - 12, 2011 December 27
February 7 - 9, 2011     January 24
March 7 - 9, 2011 February 28
April 4 - 6, 2011 March 21
May 2 - 4, 2011 April 18
Workshop Dates Cut-off Date
September 15 - 17 August 30
October 6 - 8 September 20
November 3 - 5 October 18
December 8 - 10 November 22
January 12 - 14, 2011 December 27
February 9 - 11, 2011 January 24
March 9 - 11, 2011 February 28
April 6 - 8, 2011 March 21
May 4 - 6, 2011 April 18
Register Online For a Memphis Training Workshop
For more information regarding the Memphis Training Class, please contact the Shelby Systems training department at workshops@shelbyinc.com or 800-654-1605.
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Express Enrollment

Click on the training opportunity below to access online registration. Enter your customer information, select the workshop you would like to attend, and follow the prompts. A credit card payment is required to complete your registration.



Regional Training
Fall 2010 Schedule


  Workshop Dates and Rates



Hosting Shelby Training

Receive free training for hosting a Shelby Regional Training Workshop Event.


Continuing Professional
Education Certificates

Gain CPE credits for attending a Shelby training workshop, One-Day Training Event or International Shelby Conference.


Shelby User Groups

Get connected with other Shelby Systems users in your area.

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