Parish Best Practices

ConnectNow Offering: The Process from Basket to Bank
Parish | Level 1
Jeff Bachelor, ParishSOFT

Many churches have varying processes in place regarding the handling of contributions. What is the right process? What risks are associated with the process currently in place? This open discussion will focus on the many varying steps involved with accepting contributions, and the necessary controls to ensure financial security and the avoidance of risk throughout the entire process. We'll identify points of inefficiency and potential risk, and discuss techniques to ensure security.

 

ConnectNow Offering End-of-Year Reports:  Maximizing Processes and Best Practices
Parish | Level 2
Roni Argetsinger, Diocese of Des Moines

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 workshop will show you how to complete the end-of-year checklist and generate your end-of-year statements with confidence.

 

Leveraging ConnectNow Family Suite for Church Growth
Parish | Level 2
Jeff Bachelor and Mike Cusick, ParishSOFT

ConnectNow Family Suite contains a wealth of information and data. Although there are many options available to gather, filter, sort, and report the data, which pieces of data are most useful for building the Church? This workshop will explore data mining options geared towards reaching new and 'fringe' participants, and how to successfully integrate them into the daily life of the parish.

 

The Truth Behind Increased Giving Campaigns: Reasons Why They Work & Why They Don’t
Parish | Level 0
Jeff Bachelor, ParishSOFT

Although resources vary from parish to parish, the need for financial viability remains constant. Whether funding short term projects, such as a building campaign, or desiring parishioners to amplify existing gifts long term, this workshop will focus on various initiatives to increase giving. We will also discuss some of the common obstacles and pitfalls associated with them.

 

Managing Online Registration for Religious Education: A Case Study
Parish / Diocese | Level 0
Carla Haiar, Diocese of Sioux Falls

Learn how to set up the online registration for your Religious Education classes. Increase knowledge, software familiarity, and learn from our experience with an overview of how to set up users, classes, and registration portals for families in your parish.

 

Workflow Best Practices & Processes for ConnectNow Family Directory
Parish | Level 1
Max Brennan, ParishSOFT

This workshop will focus on leveraging basic ConnectNow Family Directory functionality to help you complete day-to-day tasks as efficiently as possible. Learn the power of filtering and quick reports for easy communication and reporting tasks, how to utilize workgroups, and automating workflow through the My Own Church portal.

 

ConnectNow Religious Education: Essential Features & Workflow
Parish | Level 1
Andrew Haystead, ParishSOFT

Learn how to use ConnectNow to manage your Religious Education program. We'll look at the jobs and tasks needed to do to run your program effectively, and efficiently, and will discuss how you can use ConnectNow Religious Education to get it done. From online and paper registration, through managing class changes, tracking attendance, and promoting students, we'll cover it all. 

 

Maximize Your Religious Education Revenue with ConnectNow Tuition
Parish | Level 1
Nancy Lambert, ParishSOFT

This workshop will demonstrate how easy it is for any parish to maximize their revenue by utilizing the ConnectNow Tuition module. Learn to set up funds, create invoice items, build easy to use templates, and apply them all to an invoice. Find out how to create scholarships, discounts, and write-offs to better manage your cash flow. Discover how to track payments, issue statements, and maximize your parish's religious education revenue. 

 

Fraud is Rampant in the Church: Who, How, Why & Deterrence Methods
Parish / Diocese | Level 0
James Jordan, CPA Atlanta, GA

A CPA who specializes solely in churches, and is also a Certified Fraud Examiner, is a unique combination. Come hear the many, many ways fraud is committed in the church – and how to deter the opportunity for fraud. Who steals money from the Church?  Anyone with access to the money could. Come learn how to protect church assets in a fascinating discussion loaded with examples – and even a video of someone caught in the act!

 

ParishSOFT Support: Exciting, Ugly, Caring & Frustrating
Parish | Level 0
Paul Knickelbein, ParishSOFT

Ever been frustrated by a support response?  What should you do?  Ever felt like your workflow has stalled or slowed due to waiting for a ParishSOFT Support response?   What should your next step be?  This workshop will highlight some of the processes of the Support Department, and help you navigate your way through the support process.  Gain tools to more efficiently get your questions answered, best practices for communicating with our support team (where, when, how, why), and give special insight into the process that only the director of the support team can give.

 

Rebuilt Church Growth & Optimization
Parish | Level 0
Jeff Bachelor and Mike Cusick, ParishSOFT

Using lessons learned from The Rebuilt Church and The Optimized Church, this workshop will discuss various practical ways each church can “Awaken the faithful, reach the lost, and make church matter” in today’s church environment. Approaching this subject from multiple angles, this workshop will be presented by a strong, practicing Catholic and a former Catholic, now Protestant church elder. We’ll leave it up to you to determine who is who.

 

5 Dysfunctions of a Church
Parish | Level 0
Jeff Bachelor, ParishSOFT

Outlining root causes of dysfunction within the parish office and cultural environment is highlighted while discussing lessons learned from the leadership fable, 5 Dysfunctions of a Team, written by renowned business consultant, Patrick Lencioni (who is Catholic, by the way). We will discuss common missteps churches may experience and how to best avoid and overcome them in sustainable fashion.

 

Religious Education Roadmap
Parish | Level 0
Susan Shirley, Archdiocese of Atlanta

Using technology to help you adequately follow your parish’s mission while addressing short-term and long-range Religious Education needs at your parish

 

Youth Ministry
Parish | Level 0
Susan Shirley, Archdiocese of Atlanta

Susan Shirley from the Archdiocese of Atlanta will discuss her experiences with Youth Ministry in this workshop.