Workshops

Our staff will bring the training to you, for either one day or several days.  Plus, all of the details and training curriculum can be customized to meet the unique needs for both your arch/diocese and your parishes.  Please see below for a full list of available workshops for your roadshow.  Don’t see the topic you had in mind?  No problem!  Just contact us to discuss what you envision for your arch/diocese and we will be glad to work with you.

To go directly to that workshop listing, just click on the section below:

 

Accounting

Tips & Tricks in ParishSOFT Accounting
Attend this session to learn tips & tricks from our knowledgeable staff on ways to more effectively leverage your software.  You will learn how to save time on data entry, research, and reporting.  This is sure to be an information-packed session for all ParishSOFT Ledger & Payables users.

Ask the Expert
A survey will be provided prior to the roadshow for attendees to submit their questions before this workshop.  Our expert staff will build the session around the questions submitted and then offer an open question and answer period with any remaining time at the end of the session.

Permissions & User Administration in Accounting
This session will walk you through the different types of logins and how the permissions work with each of them. Learn the purposes behind different types of permissions and see examples that will help you determine how you should use permissions for your organization.  Learning how to utilize the templates for user permissions will be included in the class.  Discuss best practices on creating and maintaining your users and their permissions.

Ledger Report Writer Overview: Getting the Custom Statements Your Parish or School Needs
Get the data you want in the format you need. Learn how the Ledger Report Writer lets you create custom consolidated or organization-level statements of activity and financial position from your general ledger.  Use those statements to produce flexible reports that deliver real-time, accurate financial data for any given organization, or your entire diocese, at any time, for any period, directly from your chart of accounts.  You will also see some example reports that may help you.  This session is designed for organizations that are considering adding the Ledger Report Writer module.

Tracking Your Assets in Fixed Asset Management
Tracking assets is an important concern of every organization, regardless of size. Without an accurate method of keeping track of these assets, it would be very easy for an organization to lose control of them. The ParishSOFT Accounting Fixed Asset module allows organizations to track what assets they own, where each is located, who has what, warranties, insurance, maintenance schedules, and the cost and depreciation of each asset. Nonprofit organizations are not required to use depreciation; even though the Fixed Asset module has a straight-line depreciation process, the organization can choose to not use the depreciation and just use the software to maintain information about assets they own.  This workshop will show you how helpful this module can be in keeping track of all your assets. This session is designed for organizations that are considering adding the Fixed Assets module or have just purchased the module.

How to Build Your Budget in ParishSOFT Accounting
Learn how to enter a budget into ParishSOFT Ledger & Payables and how to use reports to compare actual totals to your budget amounts throughout the year. This session also includes an overview of the budget import process.

Accounts Receivable Overview
Through a demonstration of the ParishSOFT Accounts Receivable software, see how parishes and schools can easily integrate invoices, payments, credits, and reports for common church receivables. This class will focus on the core functionality of the Accounts Receivable module and show how it is fully integrated with the general ledger in your Ledger & Payables program. This session is designed for organizations that are considering adding the Accounts Receivable module or have just purchased the module.

ParishSOFT Accounting Ledger & Payable Standard Reports Overview
This session will walk you through the numerous reports in the Ledger & Payables module.  We will cover common month and year end reports, as well as less commonly known reports.  An open discussion on what reports parishes and schools are using will be included.

Effectively Recording Credit Card Transactions in ParishSOFT Accounting
A large number of churches have started to use credit cards.  It can be a challenge to properly track and record credit card charges in your accounting software.  If your organization is using or considering credit cards, ParishSOFT Accounting is able to designate credit card accounts, manage entered transactions, and provide a reconciliation feature to ensure everything on your statement is in your system.

Projects: Organize and Group for Effective Reporting
Using projects effectively requires forethought.  Come check out the way you can set up projects and project groups to organize and report efficiently to departments, finance councils, and pastors.  For those who have created a “project monster” by having a project for “everything,” discussion will be held on how to organize by using project groups to your advantage.

Financial Statements:  How to Read Them and Who Should Get Them
In this workshop, we will detail the content of common financial statements and show you how to analyze the reports for better financial administration of your parish. We will discuss the different level of detail you might want to consider for the many different groups you have and show you the importance of understanding them.  Learn how to decide who gets which financials and make sure they contain the right information.

Importing and Exporting in ParishSOFT Accounting
Manually entering all your transactions can be time-consuming.  Learn how to quickly get information in and out of ParishSOFT Accounting as well as help with consistency.  We will demonstrate the process you’ll need to know to easily produce single or multiple transactions in just a few clicks.

A Pastor Focused Course on Easily Getting Key Financial Information for Your Parish
Pastors need an understanding of the Financial Reports and how to get important information for the parish without needing to know how to use all the entry screens of the accounting system.  This workshop will focus on the key areas that are important for the pastor to review the parish financials in order to help make decisions for the organization.

 

Family Suite

ParishSOFT Family Suite Tips & Tricks
Attend this session to learn tips & tricks from our knowledgeable staff on ways to more effectively leverage ParishSOFT Family Suite to increase your efficiency in doing your daily work.  You will learn how to save time on data entry, research, and reporting.  This is sure to be an information-packed session you won’t want to miss

Ask the Expert
A survey will be provided prior to the road show for attendees to submit their questions.  Our expert staff will build the session around the questions submitted and then offer an open question and answer period with any remaining time at the end of the session.

How to Effectively Manage Staff and Permissions in ParishSOFT Family Suite
Learn how to grant the appropriate level of access to your staff and volunteers based on staff role and needs.  We will also explore some best practices for making sure you are maintaining an accurate staff list to ensure you are keeping your parishioners’ data secure.  Learn why understanding equals greater security for your organization.  This session is a must for all administrators!

Getting the Data You Need From ParishSOFT Family Suite
Explore the various ways you can use the power of ParishSOFT to get the data you need for your pastor, co-workers, volunteers, and parish groups.  Learn how export functions, quick reports, Intelligent Query (IQ), and workgroups can empower you to enhance your ministry.  Discover how tools from ParishSOFT can help you reach and address your members, and get the right information to the right people.

Query Your Way to Better Ministry with IQ
Learn how to effectively use the ParishSOFT Intelligent Query (IQ) tool to better understand your parishioners and their engagement with your parish.  Build custom queries that can help you make better strategic decisions that support your mission.

ParishSOFT Offering: The Process from Basket to Bank
Many churches have varying processes in place regarding the handling of contributions. What is the right process?  What risks are associated with the process currently in place?  This open discussion will focus on the many varying steps involved with accepting contributions, and the necessary controls to ensure financial security and the avoidance of risk throughout the entire process.  We’ll identify points of inefficiency and potential risk, and discuss techniques to ensure security.

ParishSOFT Religious Education: Beyond the Basics
Learn how to go beyond the basics and take advantage of all the tools ParishSOFT Religious Education has to offer. We’ll look at topics such as online registration, attendance tracking, and communication with parents and students.

Online Event Registration & Payments: It’s Possible with ParishSOFT!
Learn how to better utilize ParishSOFT Giving forms to allow your parishioners to register and pay for events online. Here you will see how to custom build online forms that allow parishioners to submit payments. These forms can be used to take an online census, allow parishioners to register and pay for religious education, and give your parishioners the opportunity to register and pay for events, such as summer camps, online — all while giving you access to the information needed in an easy to use format.

How to Maximize Your Outreach and Church Growth
ParishSOFT Family Suite contains a wealth of information and data. Although there are many options available to gather, filter, sort, and report the data, which pieces of data are most useful for building the Church? This workshop will explore data mining options geared towards reaching new and ‘fringe’ participants, and how to successfully integrate them into the daily life of the parish.  During this session we will also explore the variety of communication tools ParishSOFT offers to help you more deeply engage your parishioners and grow your parish.

The Truth Behind Increased Giving Campaigns: Reasons Why They Work & Why They Don’t
Although resources vary from parish to parish, the need for financial viability remains constant.  Whether funding short term projects, such as a building campaign, or desiring parishioners to amplify existing gifts long term, this workshop will focus on various initiatives to increase giving.  We will also discuss some of the common obstacles and pitfalls associated with them.

Implementing User-Friendly Standard Operating Procedures (SOP)
Are you lacking standards for your ParishSOFT users?  Does the lack of centralized standards limit your ability to leverage your data effectively? Come join our workshop to learn how to create, train, and maintain an effective SOP.  We will explore the key elements of a SOP, best practices for training users on the SOP, and ideas for maintaining the SOP as policies and applications change. Leave this workshop with the tools you need to successfully implement data standards throughout your organization that will help you achieve greater data accuracy.

What’s New with ParishSOFT Family Suite
In this workshop we will take a look at what’s new in the ParishSOFT Family Suite.  We will review high-value features that may be new to you, and discuss ParishSOFT’s strategy and priorities for planning and new development.

Key Insights for Pastors from Your Family Suite Database
Learn how to quickly look at key reports and metrics to better understand your parish community and to know where to focus your efforts to best support your mission.  These reports are founded on a few key data standards your staff needs to know to help you get the most from ParishSOFT.

ParishSOFT’s Next Generation of Online Giving
ParishSOFT Giving is our next generation of online giving software. During this workshop you can see how it integrates with the rest of your ParishSOFT Family Suite; saving you time and money. Learn about how much more parishioners are willing to give when it is made easy for them to do so. With features like Text to Give, Kiosk Giving, Online Event Registration and Payments and our Online Store; your parish has the ability to truly engage your parishioners and encourage them to give their time, talents, and treasures to serve so that they can be true stewards of God.

 

Communication Tools

ParishCast – Powerful Group Communication Tools & Best Practices
Learn how to use ParishSOFT’s new ParishCast communication platform to rapidly alert and notify members of your parish, religious education department, or parochial school.  Quickly and easily communicate via voice calls, text messages, email,  push notifications to smart phones, social networks and more – all within moments!  Best practices for engaging your parish community in both emergency and non-emergency situations will also be presented.