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2016 Workshops


The “meat” of our users’ conference is in the workshops. They’re a great opportunity for parish and diocesan staff to get in-depth training on ParishSOFT software, learn about new technology trends, gain insights from fellow users, and so much more! Presenters include expert users, knowledgeable ParishSOFT staff, and Nexus keynotes. Attendees select their own classes to build a custom schedule that's just right for them.

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2016 Workshops


The “meat” of our users’ conference is in the workshops. They’re a great opportunity for parish and diocesan staff to get in-depth training on ParishSOFT software, learn about new technology trends, gain insights from fellow users, and so much more! Presenters include expert users, knowledgeable ParishSOFT staff, and Nexus keynotes. Attendees select their own classes to build a custom schedule that's just right for them.

70+ Workshops offered at Nexus 2016!

At the 2016 Atlanta, Georgia, conference, Nexus attendees chose from more than 70 unique workshops in 8 tracks. Read through all the class descriptions below (organized by track).

To better understand for whom each class is designed, take a look at the audience and level listed after the workshop titles.

Audiences:

  • Clergy—Parish priests
  • Diocese—Staff from arch/dioceses
  • Parish—Staff from parishes

Levels:

  • Level 0 (Everyone)—Suitable for attendees with any level of software experience.
  • Level 1—Less than 6 months using the software. Only slightly comfortable with the software and basic navigation.
  • Level 2—More than 6 months using the software. Fairly comfortable with the software and understands most functions of the application.
  • Level 3—More than 12 months using the software. Very comfortable with the software and has an advanced understanding of the application’s functionality.

Click the links below to jump to a track and view class descriptions.

ACCOUNTING • DIOCESAN FOCUSED • ENGAGEMENT • HANDS-ON TRAINING

PARISH BEST PRACTICES • PARISH SOFTWARE APPLICATIONS • PRIESTS • TECHNOLOGY


Looking for a list to print? Click the button below to download a PDF of the workshops and their descriptions, organized by track.

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Track: Accounting


Diocesan finance staff, parish accountants and bookkeepers, and anyone who uses ConnectNow Accounting will find classes of interest in the accounting track. Learn about finance and accounting best practices and tips and tricks for using your diocesan or parish accounting software.

Track: Accounting


Diocesan finance staff, parish accountants and bookkeepers, and anyone who uses ConnectNow Accounting will find classes of interest in the accounting track. Learn about finance and accounting best practices and tips and tricks for using your diocesan or parish accounting software.

Accounting Workshops

Becoming More Proficient with ConnectNow Accounting • Parish / Diocese • Level 2
Joe Slomiany, ParishSOFT

Now that you know how to work in ConnectNow Accounting, this class will teach you how to be more efficient with your software. You will learn how to save time on data entry, research, and reporting. During part of the session there will be an opportunity for open questions and answers. This is sure to be an information-packed session for all ConnectNow Ledger & Payables and Payroll users.

Shared Accounting Services: Sharing Our Time, Talents and Treasure to Improve the Financial Health of Parishes • Diocese • Level 2
Jack Husack, Archdiocese of Atlanta

Learn how the Archdiocese of Atlanta has implemented its version of Parish Accounting Services. Learn what services are provided, which processes are used, and how shared accounting services has grown to 40 locations in five years.

How to Prepare for an Accounting Review or Audit • Parish • Level 2
Tiffany Martin, Diocese of Salt Lake City

A church audit is a process that provides reasonable assurance that good stewardship is being used in handling and accounting for the funds and other assets of your organization. Find out what documents you need and what is involved in an parish audit.

Understanding Permissions in ConnectNow Accounting • Parish / Diocese • Level 2
Joe Slomiany, ParishSOFT

Would you like to have a better understanding of how permission levels can be set up in ConnectNow Accounting? Did you know that ConnectNow Accounting users can have limited access and data processing capabilities to specific areas and features in the system and that entity-level permissions are also available? This workshop will walk you through the different types of logins and how the permissions work with each of them. Learn the purposes behind different types of permissions and see examples that will help you determine how you should set up these for your organization.

Ledger Report Writer Overview: Getting the Custom Statements Your Parish or School Needs • Parish / Diocese • Level 3
Chris Mann, ParishSOFT

Get the data you want in the format you want. Learn how the Ledger Report Writer lets you create custom consolidated or organization-level statements of activity and financial position from your general ledger. Use those statements to produce flexible reports that deliver real-time, accurate financial data for any given organization or your entire diocese at any time, for any period, directly from your chart of accounts. See some example reports that may help you.

Tracking Your Assets in Fixed Asset Management • Parish • Level 2
Chris Mann, ParishSOFT

Tracking assets is an important concern of every organization, regardless of size. Without an accurate method of keeping track of these assets, it would be very easy for an organization to lose control of them. The ConnectNow Accounting Fixed Asset module allows organizations to track what assets they own, where each is located, who has what, warranties, insurance, maintenance schedules, and the cost and depreciation of each asset. Nonprofit organizations are not required to use depreciation, and, even though the Fixed Asset module has a straight-line depreciation process, the organization can choose to not use the depreciation and just use the software to maintain information about assets they own. This workshop will show you how helpful this module can be in keeping track of all your assets.

How to Balance Your Bank Reconciliation • Parish • Level 2
Tiffany Martin, Diocese of Salt Lake City

Ever struggle reconciling a bank account? The tips and tricks included in this class will help you find problems quickly and reconcile your bank account in record time! See where to go from an out of balance situation in your Bank Reconciliation.

Best Practices in Building Budgets • Parish • Level 1
Denise Hanson & Joe Slomiany, ParishSOFT

Creating an annual budget can often be a confusing task that no one wants to tackle. Come and hear about best practices for building an effective budget. Learn how to enter a budget into ConnectNow Ledger & Payables and how to use reports to compare actual totals to your budget amounts throughout the year. This session also includes an overview of the budget import process.

ConnectNow Accounting: Diocesan Administrator Tricks of the Trade • Diocese • Level 2
David Morland, ParishSOFT

Use your awesome diocesan administrator powers to reopen bank reconciliations and prior periods, create groups of organizations allowing users to use a single sign-on, import dozens of transactions in the blink of an eye, and much more to help staff and volunteers at your organizations.

ConnectNow Accounting: What's New, What's Coming • Parish / Diocese • Level 1
Karen Kasenow-Johnson, ParishSOFT & Chris Mann, ParishSOFT

In the past year, we've added many great new features to the ConnectNow Accounting suite. In this session, we'll walk through the new enhancements so you can be sure you're getting the maximum productivity from all of the ConnectNow Accounting modules. You'll also see a preview of our roadmap for what is coming next for this product.

Diocesan Administrators Collaborative Session for Accounting • Diocese • Level 0
Joe Slomiany, ParishSOFT & Karen Kasenow-Johnson, ParishSOFT

The objective of this workshop is to meet with accounting diocesan administrators to discuss challenges and successes of your diocese. We will discuss the standardization of working with parishes and collaborate with each other. If you are a diocesan administrator responsible for implementing and/or managing the ParishSOFT accounting applications throughout your diocese, this is a workshop you should not miss.

The Accounts Receivable Module: Is It Right for Your Organization? • Parish • Level 1
Joe Slomiany, ParishSOFT

Through a demonstration of the ConnectNow Accounts Receivable software, see how parishes and schools can easily integrate invoices, payments, credits, and reports for common church receivables. This class will focus on the core functionality of the Accounts Receivable module and show how it is fully integrated with the general ledger in your Ledger & Payables program. At the end of this class you will be able to determine if the accounts receivable module is right for your organization.

Banking Controls with Positive Pay and Bill Pay • Parish • Level 2
Chris Mann, ParishSOFT

Internal controls are becoming increasingly necessary to protect your organization’s finances. Positive Pay and Bill Pay are two ways to implement some new practices. Secondary authorizations of check payments, limited check stock and bank verification of items presented are just a few of the ways these programs can work for you. We will discuss how to use ConnectNow Accounting’s easy integrated processes with these programs at your local bank to protect your organization’s finances.

All about Credit Cards in ConnectNow Accounting • Parish • Level 1
David Morland, ParishSOFT

Paying with plastic: It’s all fun and games until that bill comes in! If your organization is using or considering credit cards, ConnectNow Accounting is able to designate credit card accounts, mange entered transactions, and provide a reconciliation feature to ensure everything on your statement is in your system. (Note: ConnectNow Accounting does not process credit card transactions.)

Projects: Organize and Group for Effective Reporting • Parish • Level 2
Denise Hanson, Diocese of Sioux Falls

Using projects effectively requires forethought. Come check out the way you can set up projects and project groups to organize and report efficiently to departments, finance councils, and pastors. For those who have created a "project" monster by having a project for "everything," discussion will be held on how to organize by using project groups to your advantage.

ConnectNow Accounting: Reporting on the Facts • Parish / Diocese • Level 2
David Morland, ParishSOFT

So many reports--which one do I need? The Reports screen can be potentially difficult to navigate, but never fear; we can find the data you’re looking for. Learn about the different reports offered for various situations, the sorting and filtering, as well as how to memorize and recall information for future needs.

Increase Efficiencies by Importing with ConnectNow Accounting • Parish • Level 3
Chris Mann, ParishSOFT

Manually entering all your transactions can be time-consuming. Importing Journal Entries, Deposits, and even Payroll entries can reduce your day to day responsibilities as well as help with consistency. We will demonstrate the process you’ll need to know to easily produce single or multiple transactions in just a few clicks.

The Coming Earthquake in Accounting Rules! • Level 2
James Jordan, CPA, CFE, CGMA

Everything we knew about church financial statements and accounting is about to nearly completely change (FASB ASU, April 22, 2015). The new rules take effect in less than one year, 2017, but for comparative statements to be valid, we will be required to retroactively restate our revenue back to 2016 using the new rules. This session is an update of the latest information that affects churches and their related activities for financial reporting purposes.

 

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Track: Diocesan Focused


In this track, diocesan leaders will find workshops geared specifically for them. Learn about best practices to put in place at your diocese or with your parishes, what other Catholic dioceses are doing, future plans for ParishSOFT, and software for dioceses.

Track: Diocesan Focused


In this track, diocesan leaders will find workshops geared specifically for them. Learn about best practices to put in place at your diocese or with your parishes, what other Catholic dioceses are doing, future plans for ParishSOFT, and software for dioceses.

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.)

 

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Track: Engagement


Both diocesan and parish staff can find classes of interest in the engagement track. Learn from keynotes, users at dioceses and parishes, and ParishSOFT staff. You're sure to gain great ideas for engaging parishioners and empowering ministry.

Track: Engagement


Both diocesan and parish staff can find classes of interest in the engagement track. Learn from keynotes, users at dioceses and parishes, and ParishSOFT staff. You're sure to gain great ideas for engaging parishioners and empowering ministry.

Engagement

Taking Forms to the Next Level: How to Build Great Online Forms for Your Parish • Parish • Level 0
Rebekah Young, ParishSOFT

Have you ever found yourself buried in paper forms? Have you watched staff spend countless hours manually digitizing form data? Or worse, have you wished you had that pile of forms but no one found the papers or took the time to fill them out? If you’re interested in rethinking how you create and use forms at your parish, join us for this session on online form building. We’ll talk about what a web-form is and show you how and where you can use it at your parish. You’ll see a brief demonstration of Wufoo—our favorite form builder—and we’ll share tips on how to take your forms from mediocre to terrific!

Parish Stewardship: Contribution Statements Aren't Just for End-of-Year • Parish • Level 1
Elaine Tank, ParishSOFT

ConnectNow Contribution Statements can be a powerful tool in parish stewardship. We’ll explore ways to utilize contribution statements throughout the year as an effective stewardship and communication tool.

Communicate Smart: Rethinking Church Communications with Smart Technology • Parish • Level 0
Rebekah Young, ParishSOFT

Technology and communication tools are ever changing—the methods and strategies that worked well 20 years ago, 10 years ago, or even 10 months ago don’t do the trick today. In fact, getting your message across to parishioners is a lot like trying to hit a moving target. If you’re at a loss and wondering why you haven’t been able to communicate well with parishioners, then this class is for you. We’ll talk about using “smart” technology and “smart” strategies to rethink church communications. You’ll learn about how to effectively reach your parishioners through choosing the right communication channels (ex: email, Facebook, blog, etc.) for each audience and message, providing valuable content, customizing communications, and developing a content calendar to help you plan ahead.

Hospitality: Welcoming Teams and Mentors for New Parishioners • Parish • Level 0
Lisa Sliker, Our Lady of Perpetual Help, Archdiocese of Baltimore

Hospitality in the setting of the Mass and in the whole life of the parish is an effective means of evangelization and fellowship. Did you know that a visitor to your parish will make the decision if they would like to make your parish their spiritual home in the first 3-5 minutes of entering the church? And that is before they even have the chance to hear from the priest! Does your parish have a new parishioner welcome and engagement program or a ministry of hospitality? In this workshop, we will explore how these ministries invite people into a deeper relationship with the Lord and each other and how to make them a part of your parish.

Parish Administration: Moving a Parish from Chaos to Calm • Parish • Level 0
Lisa Sliker, Our Lady of Perpetual Help, Archdiocese of Baltimore

A vibrant, fruit bearing parish, requires a healthy root system anchored in worship of the Lord and care for His Bride, the Church. Often we assess the health of a parish based upon the Sunday experience, the Homily, the music and the religious education program. Yes, these worthy traits contribute to an amazing parish, but let us not overlook the value of strong parish administration and a leadership team. How can strong administration and leadership help move your parish to a place of stability where the pastor can more freely focus on pastoral needs of his parishioners? Join Lisa Sliker in this workshop where she shares experiences from some of the most important initiatives which helped contribute to spiritual strength and financial stability at Our Lady of Perpetual Help. You will leave this workshop with encouragement to pursue at least three opportunities for change in your parish and an open door to help make it happen.

Digital Signage on a Shoestring Budget for Your Parish or School • Parish • Level 0
Dawn Wolf, Diocese of Sioux Falls

Do you want to share content that is visually appealing and captivating with your school or parish? Consider giving your message a 21st century look with interior digital signage. This workshop will discuss what one parish and a volunteer did to build their own digital signage with beautiful video, pictures, and information that is easy to update and change. Sounds expensive, right? It doesn't have to be!

Making Great Choices: Lessons from Our Spiritual Tradition • Parish / Diocese • Level 0
Chris Lowney

Modern life is increasingly filled with personal and professional decisions: career and relationship choices; investment, lifestyle, and purchasing choices; and so on. This practical workshop will show how our Christian spiritual tradition gives us tools that can make us better decision makers.

Catholic Evangelization: What It Is and What It Is Not! • Parish / Diocese • Level 0
Deacon Alex Jones

Since Vatican II, the Catholic Church has fostered a deep commitment to evangelizing modern culture and society. In many areas, this commitment has borne much fruit in the many new apostolates and ministries that have significantly increased church membership and influenced/transformed local communities. However, many Catholics are still in the dark about what their commitment should be in the Church’s call to evangelization. In this workshop, we will look into inadequate approaches to evangelization, at least for Catholics, and the many incomplete tactics Catholics use in their efforts to fulfill the Church’s call to evangelization. We will look into Church documents, evangelization techniques that work, and practical ways to share faith in an increasingly secular society.

Establishing Successful Parish User Group Meetings • Parish / Diocese • Level 0
Roni Argetsinger, Diocese of Des Moines

An essential tool in achieving success around the investment of your ParishSOFT program is collaboration. The Diocese of Des Moines has been hosting ParishSOFT User Group meetings for more than ten years. These user group meetings have evolved over the years, yet continue to be in high demand, and are always very well attended. The diocese will share with you their success stories using ParishSOFT within all of their parishes and chancery office and how user group meetings contribute to that success. You will take away ideas on agenda topics, marketing methods, communication tools, and proven benefits.

Ask an Executive: Open Forum for Parishes • Parish • Level 0
Tim Sember, ParishSOFT & Mike Cusick, ParishSOFT

Join the ParishSOFT executive team 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.

 

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Track: Hands-On Training


Learn about your software from our best ParishSOFT trainers. In these 2-hour (double length) sessions, users gain "hands-on" experience with the software by using laptops and completing exercises within ConnectNow modules. Both parish and diocesan users can find classes for them in this track.

Track: Hands-On Training


Learn about your software from our best ParishSOFT trainers. In these 2-hour (double length) sessions, users gain "hands-on" experience with the software by using laptops and completing exercises within ConnectNow modules. Both parish and diocesan users can find classes for them in this track.

Hands-on Training

ConnectNow Offering: Contributions - Beyond the Basics • Parish • Level 2
Deb Collins, ParishSOFT

If you know the basics of working with Contributions, but you’d like to learn more, in this hands-on training class you’ll enhance your knowledge of the ConnectNow Offering module, exploring ways to make your contribution management process more efficient and effective.

ConnectNow Family Suite: Communication Tools for Ministry • Parish • Level 1
Eva Heininger, ParishSOFT

This intermediate ConnectNow Family Suite class will walk you through the workflows that will help you communicate effectively with your members. This class will look at using workgroups, emailing, and mail merging from different modules within the Family Suite.

ConnectNow Administrative Settings: Behind the Scenes • Parish • Level 2
Deb Collins, ParishSOFT

If you’d like to look “behind the curtain” to see how administrative settings can make a difference in your day-to-day use of ConnectNow, this hands-on workshop will give you a chance to try some of the features that are not covered in our basic training classes.

ConnectNow Religious Education: Before the School Year • Parish • Level 1
Deb Collins, ParishSOFT

How can the Religious Education module work more effectively for you as you prepare for your next school year? Find out in this hands-on training class, where you will learn to enhance the best practices in ConnectNow Religious Education that will leverage the power of the software for the benefit of your educational ministry and parishioners.

ConnectNow My Own Church (MOC) • Parish • Level 1
Eva Heininger, ParishSOFT

This ConnectNow My Own Church (MOC) hands-on training class walks through the program from the point of view of both a parishioner and an administrator. Become familiar with processes that will help you from start (getting your parishioners to sign up and approving suspense activity) to finish (leveraging the information you receive to engage your parishioners in ministry and more). Familiarize yourself with the ConnectNow MOC experience from the parishioner perspective, and be prepared to empower your parishioners to use MOC to track their information and engage in parish life.

ConnectNow IQ for Parish Staff • Parish • Level 2
Rebecca Fortney, ParishSOFT

In this advanced ConnectNow IQ (Intelligent Query) class for parish staff, learn how to use ConnectNow IQ to create more complex queries that can be used across modules including Offering & Pledges, Ministry Scheduler, and Religious Education. Learn how to leverage your data using the IQ module to build advanced queries based on critical reports your parish needs, and maximize your results by exporting them for further use. Those attending this class should already be familiar with IQ and be able to build basic queries.

Learn to Build Efficient, Complex IQ Queries for Diocesan Needs • Diocese • Level 2
Elaine Tank, ParishSOFT

In this ConnectNow IQ (Intelligent Query) class we will go over how to make the most of your reporting ability through ConnectNow IQ. This class will cover how to use the functions in the Results column, how to use multiple conditions and when to use AND versus OR in your criteria, the correct order of fields in your Results column, and more.

ConnectNow Diocesan Suite • Diocese • Level 1
Nancy Lambert, ParishSOFT

This hands-on training class will walk you through the Diocesan Suite and how to navigate between parish and diocesan data. Searching for and adding staff for the diocese or parish, editing your organization details and adding departments to your Organization list. Working with Lookup tables and workgroups for the diocese.

 

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Track: Parish Best Practices


Efficient workflows, better processes, and strategies for leveraging technology at your parish are just some of the topics to be covered in this track. Some diocesan staff may also find these workshops of interest.

Track: Parish Best Practices


Efficient workflows, better processes, and strategies for leveraging technology at your parish are just some of the topics to be covered in this track. Some diocesan staff may also find these workshops of interest.

Parish Best Practices

Get the Help You Need: ParishSOFT Support Resources • Parish / Diocese • Level 0
John Collman, ParishSOFT

In this class, take a dive into all the support resources available to you. We will cover how to access the content that is relevant to your situation, product or need, as well as outline what to expect from support when you contact us. We have training classes, task-specific videos, phone and email support, and user guides, all to help you be as successful as possible!

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 1
Christine Dandaraw, Diocese of St. Petersburg

End-of-year reporting involves more than executing an end-of-year tax statement. Reviewing your database for missing information and auditing fund accounts and Excel exports 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 1
Jeff Bachelor, 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 church.

The Truth behind Increased Giving Campaigns: Why They Work and Why They Don’t • Parish • Level 1
Jeff Bachelor, ParishSOFT

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

Managing Online Registration for Religious Education: A Case Study• Parish • Level 1
Carla Haiar, Diocese of Sioux Falls

Learn how to set up the online registration for your Religious Education classes: set up users, classes, and registration portals for families in your parish.

Workflow Best Practices and Processes for ConnectNow Family Directory • Parish • Level 1
Matt Dent, ParishSOFT

This workshop will focus on creating better, more efficient workflows for basic tasks in ConnectNow Family Directory. Learn about creating communication lists, setting up workgroups, utilizing the My Own Church parishioner portal, and more.

eGiving: A Transformative Approach • Parish / Diocese • Level 1
Bill Glover, Archdiocese of Baltimore

eGiving for faith organizations is a transformative approach for further engagement and commitment of congregations. How are we addressing the diversity of our congregations from the "silent generation" to millennials? What are their needs? How do we offer engagement solutions that bring about a deeper commitment from those we serve?

Workflow Processes for Religious Education: Best Practices • Parish • Level 1
Ted Zettel, ParishSOFT

Learn best practices in ConnectNow Religious Education that will leverage the power of the software for the benefit of your education ministry and parishioners. In this class, we will walk through a week in the life of a parishioner and parish staff getting ready for a new school year in ConnectNow Religious Education. You will see the steps that will help you maximize your day-to-day workflow. We will walk through the My Own Church experience from the view point of your parishioners to understand how it works with the Religious Education program for online registration.

Workflow Processes for Tuition: Integrating New Features into Best Practices • Parish • Level 1
Rebecca Fortney, ParishSOFT

Learn how to integrate the new ConnectNow Tuition features and enhancements into best practices for your Religious Education program. To help support the new school year, this class will walk you through several improvements that will help staff workflows and improve parishioner experience

Are You a Target for Fraud? • Parish / Diocese • Level 0
James Jordan, CPA, CFE, CGMA

Using actual examples, this presentation discusses questions about fraud in the church: Who commits fraud? What are the motivations for fraud? In what ways are frauds committed in churches? What are the ripe conditions for fraud? What are the critical elements of internal controls? What are the critical elements of oversight? How do I prevent fraud? If you've asked these questions, then this workshop is for you.

Transitioning to ConnectNow Census: The Who, What, When, Where, and Why • Level 0
Ron Hurt, Archdiocese of Baltimore

Transitioning to ConnectNow from your desktop ParishSOFT modules? Not sure of what to do? Ron Hurt from the Archdiocese of Baltimore will cover the process of who is doing what, when to do the steps, where things happen, and why you should do them. Learn some suggestions for moving from your desktop ParishSOFT modules to ConnectNow Family Suite easily and smoothly, without pain or confusion. Ron will also share some best practices.

 

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Track: Parish Software Applications


In these classes, parish staff can learn how to best use their software to impact their work life and parish ministries. While these classes do not offer the in-depth training of a hands-on workshop, they're designed to give parish staff an overview of ConnectNow modules and demonstrate a few specific workflows, tips, and tricks.

Track: Parish Software Applications


In these classes, parish staff can learn how to best use their software to impact their work life and parish ministries. While these classes do not offer the in-depth training of a hands-on workshop, they're designed to give parish staff an overview of ConnectNow modules and demonstrate a few specific workflows, tips, and tricks.

Parish Software Applications

ConnectNow Family Suite: Permissions • Parish • Level 2
Nancy Lambert, ParishSOFT

Wondering how to securely manage staff permissions in ConnectNow Family Suite? See how to adjust permissions and levels of access based on staff roles and needs. Learn about best practices that you can incorporate at your parish to ensure you are keeping your parishioners' data secure.

ConnectNow Family Suite: What's New, What's Coming • Parish • Level 0
Ted Zettel, ParishSOFT & Andrew Haystead, ParishSOFT

See what’s new in the ConnectNow Family Suite since the last users’ conference, and learn about our strategy and priorities for new development planning.

ConnectNow Ministry Scheduler: Managing Ministries • Parish • Level 1
Eva Heininger, ParishSOFT

This workshop will discuss how you can manage your church’s ministries using the ConnectNow Ministry Scheduler. Churches can track who their ministers are, where they’re serving, and when. We’ll also look at how you can communicate with your ministers and run some basic reports.

ConnectNow’s Next Generation of Online Giving Overview and Integration • Parish • Level 1
Chad Schaufelberger, ParishSOFT

ConnectNow Giving is our next generation of online giving software. See it in real time as it integrates with the rest of your ConnectNow Family Suite, saving you time and money. Learn about how much more parishioners are willing to give when it is made easy for them to do so. With features like text to give, kiosk giving, online event registration and payments, and our online store, your parish has the ability to truly engage your parishioners and encourage them to give their time, talents, and treasures to serve so that they can be true stewards.

ConnectNow IQ for Beginners • Parish • Level 1
Matt Dent, ParishSOFT

This is a basic workshop designed for users new to ConnectNow IQ (Intelligent Query). We will discuss simple reports, listings, and queries as well as the ability to export and merge detail for additional analysis and communication purposes.

ConnectNow Offering: E-statements • Parish • Level 2
Ted Zettel, ParishSOFT

Learn how the new ConnectNow Offering E-Statements features can be leveraged to provide cost effective, timely, and accurate giving statements to the givers who support your parish financial needs. We will walk through the E-statement process from creating electronic giving statements, communicating to your givers, to retrieval of the statements from the My Own Church member portal. We will discuss how to prepare early for a smoother more efficient end of year.

Sacramental Registry: Best Practices Using ConnectNow • Parish • Level 0
Claire Jenkins, Archdiocese of Atlanta

Gain from the experience of Claire Jenkins Archdiocese of Atlanta on how sacramental records of Bapitsms, Marriages, Confirmations, and Deaths should be created and maintained. Claire previously worked in archives for the Diocese of Fort Worth and prior to that for the University of Texas at Arlington.

Communicating with Parishioners and Staff Effectively: Best Practices and Tools for Parishes and Dioceses in ConnectNow • Parish • Level 0
Timothy McCarrell, High Grounds

Learn how to use ParishSOFT’s new ConnectNow communication platform to rapidly alert and notify members of your parish or diocese. Quickly and easily communicate via voice calls, text messages, email, push notifications to smart phones, social networks, and more – all within moments! Best practices for engaging your parish and diocesan community in both emergency and non-emergency situations will also be presented. Special Gift: Everyone attending this workshop will receive a voucher for 2,500 FREE messaging credits to send calls, text messages, and email through our new communication solution at no cost and with no obligation.

 

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Track: Priests


While many workshops in other tracks are relevant for clergy, the classes in the priests track are designed specifically for the parish priest. Some workshops are mission-focused, while others take a closer look at practical side of church business.

Track: Priests


While many workshops in other tracks are relevant for clergy, the classes in the priests track are designed specifically for the parish priest. Some workshops are mission-focused, while others take a closer look at practical side of church business.

Priests

Financial Statements for Clergy: How to Read Them and Who Should Get Them • Clergy • Level 1
Jennifer Cantrell, CPA, CGMA, Archdiocese of Santa Fe

Have you ever been handed your parish financial reports and they look like they are in Latin? How you do interpret them? What do they mean? How can they help you to analyze the financial health of your parish? How do you decide who gets which ones and make sure they contain the right information? How do you understand what you are providing? In this class we will detail the content of common financial statements and show you how to analyze the reports for better financial administration of your parish. We will discuss the different level of detail you might want to consider for the many different groups you have and show you the importance of understanding them.

The Business of the Church and the Church as a Business • Clergy • Level 0
Jennifer Cantrell, CPA, CGMA, Archdiocese of Santa Fe

Every business has tax and filing responsibilities, so does the Church. As pastors, you are ultimately responsible for compliance with state and federal payroll tax laws. Join this discussion to determine the correct policies for your organization. Are they employees or independent contractors? Am I required to pay overtime to my employees under the new rules? Those questions and others will be addressed. We will also learn the proper procedures for acknowledging gifts of both cash and non-cash donations to the Church. Attend and make sure you are compliant with the latest rules and regulations in this complex area.

Becoming a Mission Focused Parish • Clergy • Level 0
Father Erik Arnold, Our Lady of Perpetual Help, Archdiocese of Baltimore

There are lots of books about moving a parish from maintenance to mission and why a parish can not flourish until this happens. In this talk, learn how one parish is striving to become mission focused and their plan to communicate that vision to their people and effectively pull them in to the mission.

Tax Related Issues and Churches • Clergy • Level 1
James Jordan, CPA, CFE, CGMA

This workshop will address tax questions: Who is an employee? Who gets a 1099 vs. W-2? What are activities that could cause a church to owe income tax? If we have a thrift shop, do we need to collect sales tax? Does the church owe income tax (Maybe)? When does the IRS audit churches? These questions and many more questions will answered in this session.

 

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Track: Technology


In these workshops, attendees will take a look at "techy" side of church and diocesan work. IT audits, cyber security, browser-based technology and apps, quality assurance, and data governance are just some of the topics addressed in these sessions.

Track: Technology


In these workshops, attendees will take a look at "techy" side of church and diocesan work. IT audits, cyber security, browser-based technology and apps, quality assurance, and data governance are just some of the topics addressed in these sessions.

Technology

Taking Your Email and Collaboration Suite to the Cloud: A Comparison of Office 365 and Google Apps • Parish / Diocese • Level 1
Dawn Wolf, Diocese of Sioux Falls

Are you considering moving your email and collaboration suite from an onsite email server or maybe even moving away from a provider that is hosting email for you? Office365 and Google Apps are both FREE for non profit organizations, require no hardware to purchase and are fairly easy to setup for even the smallest organization.

Ten Browser Add-Ons Guaranteed to Make Your Life Easier • Parish / Diocese • Level 0
Dawn Wolf, Diocese of Sioux Falls

We are all working in our browsers (i.e. Internet Explorer, Chrome, Firefox, Safari) A LOT more these days. This workshop will discuss the add-ons and extensions that can expand the functions of your browser, no matter which browser you use. These great add-ons and extensions will help save you time and money and even protect you from viruses and malware whether you are at work or at home.

Parish Collaboration and Data Governance • Diocese • Level 2
Marco DeCapite, Archdiocese of Detroit

The focus of this workshop is the importance of data alignment across parishes and how we are using tools like Yammer to build user communities, discuss best practices, and collaborate with each other and the Diocese.

Information Technology (IT) Audits of Parishes • Parish / Diocese • Level 2
Roni Argetsinger, Diocese of Des Moines

Roni Argetsinger, technology manager at the Diocese of Des Moines, will present on external technology audits being performed at every parish within her diocese. As part of a concentrated effort to audit the finances of every parish within the diocese, technology process reviews at those parishes have also been included. Roni will share with you the details of the technology processes audited, the results she is finding and explain how the parishes in Des Moines are addressing the technology improvements needed. You will take away best practices that have been put into place within the parishes of the Diocese of Des Moines to address the basic levels of technology security.

Church Intelligence • Parish / Diocese • Level 1
Bill Glover, Archdiocese of Baltimore

This is not an oxymoron, but is what faith organizations need to make intelligent and informed decisions for the future. This presentation will focus on the importance of data systems as a foundation and the information from business intelligence solutions needed to make tactical and strategic decisions for the future of our organizations.

Cyber Security and Our Church • Parish / Diocese • Level 1
Bill Glover, Archdiocese of Baltimore

The Church is not a sanctuary when it comes to protecting from cyber security threats. Are you aware of the risks associated with phishing, malware, ransomware an email spoofing? Learn how a diocese coped with a zero day ransomware attack, how human error left them vulnerable and what efforts (do you know how to buy Bitcoin?) it took to restore valuable data. This is an engaging and interesting case study that will be of interest to dioceses and parishes alike.