Current Nonprofit Software Training Classes
Below is a list of upcoming training classes for Sage Fundraising, Sage MIP Fund Accounting and other Sage Nonprofit Solutions.
Courses are listed as either web-based or classroom training (based in Maine, Massachusetts or elsewhere in New England) and as free or paid.
For all paid training courses, we now accept Visa and Mastercard thanks to Sage Payment Solutions.
Call us at 207-221-0340 with any questions.
Special Event Management in FR 50
- Topic: Sage Fundraising
- Date: 5/16/2008
- Time: 9am - 11am EST
- Location: WEB
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Web
- Cost: $195
Got a fundraising dinner on the horizon? Tennis tournament looming? Master special event management using FR 50. Track payments, expenses, attendance and even manage seating with this powerful tool.
Advanced Reporting for Sage FR 50
- Topic: Sage Fundraising
- Date: 5/16/2008
- Time: 1pm - 3pm EST
- Location: WEB
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Web
- Cost: $195
Presented as a workshop, we'll ask you to bring on your toughest reporting questions and needs and work together to create the reports you need. A free pre-class consultation will be arranged with each participant.
Grants and Major Gift Proposals Management in FR 50
- Topic: Sage Fundraising
- Date: 5/16/2008
- Time: 3:30pm - 4:30pm EST
- Location: WEB
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Web
- Cost: $95
If you are responsible for managing your organization's grant-seeking efforts or for major gift proposals, you'll want to sign up for this class. We'll show you how to take a grant through its entire cycle or work with a major gift prospect to secure a substantial gift using FR 50. Manage tasks, assignments and keep track of reporting requirements using FR 50.
Forms Designer
- Topic: Sage MIP Fund Accounting - Web Courses
- Date: 5/20/2008
- Time: 1pm - 3pm EST
- Location: WEB
- Method: WEB
- Cost: $195
In this course participants learn the tools and tricks available in creating customized forms using the Forms Designer module. All of the user tools are reviewed step-by-step as students try their hand at designing their own forms. Check design, 1099 alignment and customized forms are demonstrated.
Financial Formats for Success
- Topic: Sage MIP Fund Accounting - Web Courses
- Date: 5/21/2008
- Time: 1pm - 3pm EST
- Location: WEB
- Prerequisites: Reporting proficiency or prior attendance recommended
- Method: WEB
- Cost: $195
After a brief overview of the system’s powerful report writer, participants will learn how to utilize the quick financial statements and default financial statements features. Learn how to maximize shortcuts and learn tips for how to create basic custom financial statements.
New! Visual Analyzer Module
- Topic: Sage MIP Fund Accounting
- Date: 5/22/2008
- Time: 1:00 PM EST
- Location: WEB
- Address: WEB
- Method: WEB
- Cost: FREE
The new Visual Analyzer module provides a graphical, interactive approach to financial data analysis. Quickly uncover trends, monitor budgets and spending, and share key information throughout your organization. This business intelligence tool allows you to identify risk, develop effective strategies and make timely, informed decisions.
- Monitor organization performance with access to financial dashboards displaying the data you need to make tactical and strategic decisions in a timely manner
- Drill up, down and across information segments in real-time data interaction to fully analyze trends, budgets, and spending ratios
- Use visual, graphical representation of financial data to make it simple for everyone to understand your financials
- Strengthen your cash-flow control by setting lower and upper dollar amounts on expenditures for enhanced fraud detection
- Improve stewardship by monitoring program spending ratios and tracking program efficiency
Introduction to Alloctions Management
- Topic: Sage MIP Fund Accounting
- Date: 6/4/2008
- Time: 1pm - 3pm EST
- Location: WEB
- Course Level: Basic
- Prerequisites: GL Transaction Entry and AP proficiency or prior attendance recommended
- Method: Web
- Cost: $195
In this course participants will learn how to create and process allocation codes and print pre-allocation financial reports. Participants will also learn how to utilize the multiple calculation methods available and how to create sequential allocation calculations. Various allocation reports will be discussed.
Sage MIP Fund Accounting Orientation
- Topic: Free Webinar
- Date: 6/5/2008
- Time: 1pm - 2pm EST
- Location: WEB
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Web
- Cost: FREE
New to your position? Unfamiliar with the Sage MIP Fund Accounting software package you have inherited? Don't get frustrated, and don't rely on other staff to teach you how to get around the system. Attend our one-hour orientation to learn the basics of finding your way around in Sage MIP Fund Accounting. You'll find out what modules are available in your system, where to locate information and how to look at records. Find out about support services and learn when and where you can get complete training on Sage MIP Fund Accounting.
Fundraising 50 Basic Training
- Topic: Sage Fundraising
- Date: 6/5/2008
- Time: 8:00am - 4:00pm EST
- Location: Classroom
- Address: TBD
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Classroom
- Cost: $350
This class is suitable for all FR 50 users. You will learn to navigate through the system, set up your preferences, and learn how to track all of the essential information about your donors. In addition, you will learn how to enter gifts, see campaign progress, create communications and use the software’s quick features to save you time. Participants will also learn how to manage events and volunteer information.
Fundraising 50 Advanced and Administrative Training
- Topic: Sage Fundraising
- Date: 6/6/2008
- Time: 8:00am - 4:00pm EST
- Location: Classroom
- Address: TBD
- Course Level: Advanced
- Course CPEs: 0
- Prerequisites: Funraising 50 Basic Training or equivalent knowledge
- Method: Classroom
- Cost: $350
Designed for the administrator or more advanced user, this one day session will teach you to do a variety of more sophisticated tasks with FR 50. Track grant and major donor proposals and get into the heart of your database by learning to customize the tables that you can use to record and track information in the 18 different files that comprise a constituent's record.
Discover how to create and use basic and full queries. Understand the difference between inclusive and non-inclusive queries, set up report options and discover what you need to run standard reports with accurate results. Discover how to create the defined fields you need to calculate and store site specific information. You will also learn how to create detailed custom reports using custom-defined fields and giving levels.
Fundraising 50 Orientation
- Topic: Free Webinar
- Date: 6/6/2008
- Time: 10am - 11am EST
- Location: WEB
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Web
- Cost: FREE
New to your position? Unfamiliar with the Fundraising 50 software package you have inherited? Don't get frustrated, and don't rely on other staff to teach you how to get around the system. Attend our one-hour orientation to learn the basics of finding your way around in Fundraising 50. You'll find out what modules are included in your system, where to locate information and how to look at records. Find out about support services and learn when and where you can get complete training on FR 50.
Inventory Control
- Topic: Sage MIP Fund Accounting - Web Courses
- Date: 6/17/2008
- Time: 1pm - 3pm EST
- Location: WEB
- Prerequisites: Purchase Order proficiency or prior attendance recommended
- Method: WEB
- Cost: $195
This course covers the inventory process from ordering inventory items to reviewing inventory balances. Participants will learn how to set up the Inventory Control module and how the module integrates with the Purchase Orders module. Participants will also learn how to create, order, receive, and adjust inventory items and assemblies. Vendor returns of inventory items are also discussed. The course concludes with a discussion of various inventory related reports. (Note: This class is scheduled by request only.)
Tips for Mastering Report Groups and Segment Substitution
- Topic: Sage MIP Fund Accounting - Web Courses
- Date: 6/18/2008
- Time: 1pm - 3pm EST
- Location: WEB
- Prerequisites: Reporting proficiency or prior attendance recommended
- Method: WEB
- Cost: $195
Do you need to maximize your reporting options without having to change your database setup? Join us for this information session on Report Groups and Segment Substitution. Learn how to create custom report groups to create comparative financial statements. Also learn helpful tips for using Segment Substitution to increase your reporting capacity.
Mail Merges
- Topic: Sage Fundraising
- Date: 6/18/2008
- Time: 3:15pm - 4:15pm EST
- Location: WEB
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Web
- Cost: $95
Learn to use data from FR 50 to create merge documents. Make customized letters. Create beautifully formatted custom reports using Microsoft Word and data from Sage FR 50.
Using FR 50 for a Capital Campaign
- Topic: Sage Fundraising
- Date: 6/18/2008
- Time: 9am - 11am EST
- Location: WEB
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Web
- Cost: $195
Planning for a capital campaign? Sending solicitors out to talk with prospects about your endowment campaign? Set up the campaign hierarchy structure in FR 50 to manage and track the campaign by participating in this in-depth class. A free pre-class consultation is included to help you get your campaign off on the right foot.
Volunteer Management in FR 50
- Topic: Sage Fundraising
- Date: 6/18/2008
- Time: 1pm - 2pm EST
- Location: WEB
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Web
- Cost: $95
Harness the energy of your volunteers! In this class, you'll learn how to create a thorough volunteer profile for tracking constituent volunteer activities and review volunteer management reports.
Reports 101 for Sage FR 50
- Topic: Sage Fundraising
- Date: 6/19/2008
- Time: 2pm - 4pm EST
- Location: WEB
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Web
- Cost: $195
Learn to run basic reports in FR 50 successfully. When you have completed this class, you will be able to run a mailing list, thank you letters, a donor list, pledge reminders, a campaign overview report and a campaign status report. You will also know how to export report information for use with other programs, including Excel and e-mail.
Dig a Little Deeper
- Topic: Sage Fundraising
- Date: 6/19/2008
- Time: 8am - 10am EST
- Location: WEB
- Course Level: BASIC
- Course CPEs: 0
- Prerequisites: NONE
- Method: WEB
- Cost: $195
Designed as a stand-alone or as a continuation of “Gimme a Hint”, this class will provide new users with an understanding of additional FR 50 functions, including resume and relationship cards, notes, attributes, and contact tracking features in FR 50.
Gimme a Hint: Very Basic FR 50 Training for the New Employee or Volunteer
- Topic: Sage Fundraising
- Date: 6/19/2008
- Time: 3:15pm - 4:15pm EST
- Location: WEB
- Course Level: Basic
- Course CPEs: 0
- Prerequisites: None
- Method: Web
- Cost: $195
Let us bring your new employees or volunteers doing updates and gift entry up to speed on FR 50. helpful, without miring them in the details of all of FR 50's functions. Getting new employees or volunteers up to speed with data entry can be time-consuming.
