Diocesan Focused

Diocesan Development Manager: Process Optimization, Reporting, Best Practices • Diocese • Level 2
Elaine Tank, ParishSOFT

Diocesan Development Manager (DDM) is well tuned to efficiently and accurately process the high volumes of pledges and payments associated with diocesan fundraising efforts. Learn best practices and ways to optimize your processes to work in concert with DDM. We will explore the common practices for data processing within DDM, including using DDM to correct pledges or payments when errors occur and donor-initiated changes. Learn ways to utilize the many system reports in your day-to-day work.

Ask an Executive: Open Forum for Diocesan Staff • Diocese • Level 0
Curtis Harris, Ministry Brands & Tim Sember, ParishSOFT

Join the ParishSOFT General Manager and a representative from Ministry Brands for an open forum to discuss your most pressing questions. If you've wondered what ParishSOFT's vision looks like for product development going forward, what role you play in determining product direction, how ParishSOFT's internal changes will affect your parishes, this is your opportunity to get answers. Questions can be submitted prior to the conference, as well as asked at the workshop.

ConnectNow Duplicate Checker for Dioceses • Diocese • Level 2
Trisha Barth, ParishSOFT

Duplicate records can be overwhelming and present challenges as you try to put your data to work for you. Attendees of this workshop will be introduced to the new ConnectNow Duplicate Checker tool. The presenter will highlight the primary features of the tool and provide guidance on best practices for managing family duplicates throughout the ConnectNow system using this tool. The attendees will have an opportunity to ask questions and understand the process and logic used to merge family records together successfully. The goal is to help empower you with information about how you can create a more accurate data set from which you can make better strategic decisions.

Parish Mergers for Dioceses • Diocese • Level 2
Elaine Tank, ParishSOFT

Parish mergers and closings have many moving parts and are often an emotional time for parish staff and parishioners. Learn how to effectively manage the merging of diocesan and parish data. We’ll explore considerations, best practices, and the processes involved in parish mergers.

ConnectNow Family Suite: Diocesan Administrators Collaborative Session (2-Session Workshop) • Diocese • Level 2
Trisha Barth, ParishSOFT

Being the primary contact in your diocese for the ParishSOFT applications can be challenging. The topics covered during this workshop are designed to help you be more effective in supporting parish and diocesan entities within your diocese utilizing the ConnectNow Family and Diocesan Suite solutions. We hope to provide greater insight into not only our products, but our company, so that you can leverage both to further your mission. If you are a diocesan administrator responsible for implementing and/or managing the ParishSOFT applications throughout your diocese, this is a workshop you should not miss. Through the collaboration and discussion during this workshop, we hope you leave feeling empowered to go back to your respective dioceses and apply something new that you learned from this workshop. (Please note this session is not geared towards accounting administrators, but there is another workshop designed for the diocesan administration of the ConnectNow Accounting solutions.)