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New User Boot Camp 2019


New User Beginner Boot Camp

June 24-25, 2019

Location: Pingree School, S. Hamilton, Massachusetts

New to Veracross? This event is for you! We've designed the schedule to include both foundational knowledge for using the software (i.e., navigating the system, building reports, etc.), focused sessions for key departments, and opportunities to practice what you've learned in guided workshops with our staff. Specific sessions are listed below. The first day of the conference will focus on navigating the system and building reports. Day two will be department-specific content.

Click here to sign up!

Cost

  • Regular Rate: $600
  • Early Bird (Expires May 1, 2019): $450
  • Group Rate (3+): $400

Schedule At A Glance

Monday

  • 8:30am-4:30pm - Training sessions focused on building queries and navigation in Axiom.
  • 4:30pm-7:00pm - Evening Activity/Dinner

Tuesday

  • 8:30am-4:30pm - Training sessions focused on department specific workflows and best practices.

Transportation

Veracross will provide a shuttle from the Marriott Danvers (see link below) to and from Pingree throughout the event.

Airports

  • Logan International Airport in Boston (45 minutes away)
  • Providence, RI (1.5 hours away)
  • Manchester, NH (1.5 hours away)

Lodging

There is a room block at the Courtyard Marriott in Danvers, MA with a rate of $160/night. Please book your room by May 24, 2019. Click here to reserve your room now.

Sessions will include:

Please note: specific sessions are subject to change.

Foundations

  • Introduction to Veracross' History, Products, and Services
  • Axiom 101: Introduction to Navigation and Query Design
  • Axiom 201: Query Visualizations and Advanced Query Features
  • Leveraging Communication Tools: Distribution Lists, Composer, SMS, and Portals
  • Query/Report Building Workshops

Academics

  • Introduction to Academics in Veracross
  • Configuring Subjects, Courses, and Classes
  • Managing Scheduling and Class Enrollments
  • Class and Master Attendance
  • Group Event Management

Admissions

  • Overview of Admissions Modules
  • From Prospect to Accepted Student: Establishing a Data Workflow
  • Configuring Master and Individual Admissions Checklists
  • Communicating Effectively with Applicant Families
  • Visit Management

Business

  • Overview of the Business Module
  • General Ledger 101
  • Introduction to Accounts Payable
  • Introduction to Cash Processing
  • Overview of Student Billing/AR

Communications

  • Introduction to Composer: Channels, Themes, and Templates
  • Composer: Merge Fields, Review/Edit Functionality, Send Later
  • Configuring Your Portals
  • Launching Portals at Your School
  • Directory Management

Development

  • Overview of Development Module
  • Gift Entry and Management
  • Best Practices/Tips and Tricks
  • Communicating Effectively with Donors
  • Querying and Reporting on Development Data


Technology Office

  • A Year in Review: The 12-Month Plan for Managing Veracross
  • Leveraging Veracross Support Resources and Services
  • Best Practices for Veracross Database Administrators
  • Turning Your Staff into Veracross Pros
  • Managing Change at Your School

Image001

401 Edgewater Place

Suite 360

Wakefield, MA 01880

866.492.3463

Image001

401 Edgewater Place

Suite 360

Wakefield, MA 01880

866.492.3463