End-of-Year Webinars


End-of-Year Resources: Prepare for the Year Ahead with Complimentary Training

Do you need assistance to prepare for the end-of-year tasks for your church? If so, we’re here to help!

Our complimentary training and on-demand resources are designed to guide you step-by-step through the process of producing accurate 2017 contribution statements and preparing for the year ahead!

Please register for the webinars you wish to attend, even if you aren’t sure you can make it.  By registering, you will receive a link to the recorded webinar even if you aren’t able to attend.

End-of-Year Process Webinar for Family Suite

End-of-year reporting involves more than executing an end-of-year tax statement. Reviewing your database for missing information, auditing fund accounts and Excel reports, make end-of-year clean up a breeze. This webinar will show you how to complete the end-of-year checklist and generate your end-of-year statements with confidence. In addition to the traditional paper statement process, we will also cover how ConnectNow Offering & Pledges e-statements can provide cost effective, timely, and accurate giving statements to the givers who support your parish’s financial needs.

Tuesday, December 12, 2017 @ 3:00 – 4:00 p.m. ET
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Wednesday, January 3, 2018 @ 11:00 a.m. – 12:00 p.m. ET
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Thursday, January 18, 2018 @ 3:00 – 4:00 p.m. ET
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DDM End-of-Year Procedures & Tips (Please note, this webinar is for arch/dioceses)

This webinar will provide an overview of the end-of-year process for those using the Diocesan Development Manager (DDM) module. Whether you are new to generating end-of-year statements in DDM or a seasoned veteran, join us for this hour long webinar to learn the most efficient ways to accomplish your end-of-year tasks at the diocese.

Friday, January 5, 2018 @ 2:00 – 3:00 p.m. ET
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Closing the Calendar Year with ConnectNow Accounting 

This webinar covers the processes involved in closing the calendar year. We will discuss 1099’s, W2’s, and fiscal year closing if your fiscal year ends in December.

Wednesday, January 17, 2018 @ 3:00 – 4:00 p.m. ET
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