FS Training Part 2

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Date/Time
Date(s) - 09/23/2015
6:45 pm - 9:00 pm

Location
Knights of Columbus Home Ave. Club

Categories


RSVP TO:  edb91978@outlook.com or by phone (509) 675-3549 by Friday Sept. 11, 2015

Agenda for September 16th

 Overview of Officers online environment

 Use of Member Management System

 Tips, tricks and shortcuts

 Responsibilities of FS/FC

 How to prevent “Missing Members” and how to find “Missing Members”

 The FS role in the Retention Process

 Shepherd and Apostles

Agenda for September 23rd

 Use of the Member Billing System

 Conversion to Member Billing for accounting usage

 How to set up for the Member Billing

 Discussion of the Voucher/Receipt process

 Preparing for the Audit

 Open Q&A and problem solving

If you have a ‘burning question’ that you want to discuss at the session not on the agenda, please forward that question with details along with your RSVP and we will either fit it in or give you an answer after the session. We are open to suggestions for topics for the future sessions.