Note: This session is for those who are using FIMS Version 11.

Keeping a record of when and why individuals and organizations make contact with your organization, and when and why you’ve contacted them is key to good management. In this session, you will learn how to use FIMS Contact and Tickle records to help you track this information.

Learn how to mass add and delete contacts for groups of Profiles, get tips for creating reminders (Tickles) and recurring reminders, and learn to use Contacts for event management.

Set up data grid views to help you easily manage your Contact / Tickle information and report on it to analyze your efforts.

This session will focus on important and useful features in the FACTS module, which an advanced FIMS user should know about and understand.

Learn advanced tips and techniques, including fields that act as defaults, translating journal key codes, adding or closing investment accounts, retiring a fund vs. closing it in a pool, tracking accrued interest, keeping FACTS and General Ledger in balance, and reporting tips.

Prerequisite: Program Officer Training

Learn about the Scholarship Management module, including adding Student records, tracking qualifying data, adding applications, exporting data for correspondence and reporting, renewing scholarships, and running reports.

Note: This session is for those who are using FIMS Version 11.

Everyone who uses FIMS needs this class! Students will get an overview of the entire FIMS system, including all of the modules and how information flows between them. Learn the basics for navigating through the system, using data grids to search for records, getting valuable on-screen information, setting user preferences and accessing FIMS online help.

You will also learn how to add Profiles, set up Salutations, and use Affiliation codes. Work with Alternate Addresses, Contacts and Tickles, Notes, Relationships, Fund Associations, and Promises. You will also receive an introduction to Donor, Grantee, and Vendor records.

Understand how FIMS handles fund accounting, including account type roll-up and General Ledger design with single or multiple fund balances. Learn how to track the available fund balance and where to see fund balance information. Understand the flow of financial data throughout FIMS and integration from non-financial modules into General Ledger.

Note: This session is for those who are using FIMS Version 11.

Get the basics for running ready-made reports and exports including: where to see pictures of all reports; learning all the reporting options; understanding what selecting and sorting records means; setting up saved reports; mailing tab options; using spreadsheet exports; creating instant pie charts; creating contacts and tickles, adding affiliation codes, or doing mass emails from reports and exports; exporting data to create mailing labels and a basic mail merge letter; auto-launching to streamline exporting and merging; and reporting and exporting information from data grids.

Prerequisite: Financial Officer Training I

Learn about the General Ledger module, including how to look up balances on accounts, detailed transactions, and how to enter manual journal entries. You will also receive and introduction to automatic journal entry routines, Asset Rebalancing, and reports.

This session will teach you how to create your own financial statements using the Row & Column formatter in Design Statements. Learn all the Design Statement reporting options; understand all the fields and options for setting up row records and columns formats; set up the statement record; understand all the run-time options; learn how to auto-build or copy a row format; print the report from FIMS or export your data and merge in Word, or open in Excel; learn design tips for different types of statements; and learn how to set up a columnar financial statement. Complete training exercises on your own after the class to drive home the information. Length: 2 hours.

Note: After attending Designing Financial Statements, attend Designing Fund Statements in August which will focus on automating and streamlining your procedure to create presentation quality donor statements you can be proud of. (Prerequisite: Designing Financial Statements class or a basic understanding of row and column format setup.)

Note: This session is for those who are using FIMS Version 11.

Everyone who uses FIMS needs this class! Students will get an overview of the entire FIMS system, including all of the modules and how information flows between them. Learn the basics for navigating through the system, using data grids to search for records, getting valuable on-screen information, setting user preferences and accessing FIMS online help.

You will also learn how to add Profiles, set up Salutations, and use Affiliation codes. Work with Alternate Addresses, Contacts and Tickles, Notes, Relationships, Fund Associations, and Promises. You will also receive an introduction to Donor, Grantee, and Vendor records.

Note: This session is for those who are using FIMS Version 11.

Learn all the ways FIMS can help you track information on your prospects and donors. This session includes detailed information on: what fields are useful for classifying prospects and donors and why; electronic document management features including automatic saving of thank you letters, and how you can click a button in FIMS and see all e-items related to a prospect or donor; benefits of tracking relationships and grouping profiles; tracking bequests; keeping records of your contacts with donors, and reminding yourself to do things; using affiliation codes to indicate donor interests and other donor classifications; using affiliation codes and contacts for event management; professional advisor tracking; relating donors to funds; fields and records in the Fund Module for donor information including interests; and more.

Note: Attend the companion session Analyzing Your Development Efforts in Reports to learn how to report on and analyze your data and results.

Note: This session is for those who are using FIMS Version 11.

This session is designed as a follow-up to "Tracking Prospects and Donors in FIMS" but can also be attended as a stand alone session. Learn how to report on and analyze your development efforts in reports. Answer questions like this (and more):

• What is the big picture on a donor you are planning to visit (complete giving history, all contacts, relationships, notes, interests, and everything else in FIMS on them)?
• Which donors have not given lately?
• How many new funds have been created this year compared to last year, and how do the types compare?
• What are the trends over the last four years for donations analyzed by types of donors, source, type, and purpose of gifts, types of funds, and solicitors?
• How can I analyze my contacts with prospects and donors?
• To which interest areas are my donor advisors recommending grants?

What questions would you like to answer in reports? Submit your questions ahead of time and they may be included in the session!