Boston, MA Fundraising 50 Regional Training

Boston, MA
April 18-19, 2012
Location
CompuWorks
263 Summer Street, 1st fl.
Boston, MA 02210

Agenda

9:00AM-5:00PM

Defined Fields/Financial Reports/ Analytical Reports
Meet your advanced reporting needs by gaining insight into the many uses of a defined field. If you have more than one campaign or are having trouble reporting totals for a specific fund, solicitation, event, or purpose, then this class is for you. Here you will learn to create, query and display information that meets your restrictions. In addition to defined fields this class will utilize the many Standard Sage FR50 Financial and Analytical Reports. Discover how to increase office efficiency by yielding consistent results month after month, year after year, by turning standard reports into custom reports.

9:00AM-4:00PM

 Major Gift Tracking/Ticklers/System Customization/Campaign Hierarchy/Importing
90% of your money comes from 10% of your gifts, are you using Sage FR50 to develop these donors? This class includes lessons on the how to track proposals for high level donors, grants from foundations and leadership giving programs. Learn how to utilize the Proposal, Attribute, Note and Contact Cards in tracking the donors that count. Discover the benefits of custom views and the reports that will point out your major donors and their assets. This class also sets aside time for learning the import utility, specifically, for purposes of importing “wealth” data from outside resources.
Register Now!

To register for this event, consult the table below to determine the total cost based on the number of people and days you want to attend. EVP subscribers receive a substantial discount, as do those who attend all three days. EVP subscribers in their second year and beyond, receive even larger discounts.

If you are interested in becoming an EVP subscriber, call your Client Account Manager (CAM) at 888.368.2463 or email us at cam@jmtconsulting.com.

Pricing Table

Hotel Recommendations

Marriott Courtyard Boston Tremont Hotel
275 Tremont Street
Boston, MA  02116
Phone: 617-426-1400
.7 miles from classroom

The Westin Boston Waterfront
425 Summer Street
Boston, MA 02210
617-532-4600

The Seaport Boston Hotel
1 Seaport Lane
Boston, MA 02210
617-385-4000

Renaissance Boston Waterfront Hotel
606 Congress Street
Boston, MA 02210
617-338-4111

Questions? Contact your JMT customer account manager at cam@jmtconsulting.com or call 888.368.2463 for more information.

Cancellation Policy: Registrations are transferable but non-refundable unless the event is cancelled by JMT Consulting Group. Please note, JMT reserves the right to cancel the event up to ten business days prior to the start of training. In the event a JMT cancellation is necessary, JMT will refund your registration fee; JMT is not responsible for any additional associated costs due to a cancellation. Accordingly, JMT recommends purchasing refundable airfare, hotel, rental car accommodations, etc. Additionally, JMT is not responsible for issues outside of our control including but not limited to weather, equipment or power failure, or acts of God.