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Hands-On Pre-convention Events
Registration is required and space is limited. When you register or edit your convention schedule, please be sure that your class shows up on your confirmation. These classes happen concurrently, so you can only sign up for one.
Pre-Convention Classes
Pre-convention courses are Hands-On events that will feature an ACS Certified Trainer demonstrating the use of software projected onto a large screen. Classes are arranged for 2 students per laptop to follow along with the instructor. Basic knowledge of Windows XP is required. For more information on the course agenda, please check out the descriptions below.
People 101 (Working With People Records)
- Tuesday, May 26th, 2009 9:00 AM - 4:00 PM
- Cost: $175.00 PCP/$269 non-PCP. Lunch is on your own.
Unit 1: Overview of the People Modules
- Relationship to other modules
- The ACS for Windows workbench interface
- Using My Preferences
- Finding individuals
- Configuring the Find Person screen
- Working from the Add/Edit Individuals screen
Unit 2: Managing People Profiles
- Entering a new individual (new family)
- Entering a new individual (existing family)
- Tracking other relationships
- Adding additional addresses
- Adding additional phone numbers and E-mail addresses
- Adding additional fields
- Modifying label names
- Exporting the Find Person grid
- Combining family units
- Splitting family units
- Changing family position
- Deactivating individuals (Implications, Process)
- Finding individuals in Access ACS
- Changing addresses through Access ACS
- Adding phone numbers and e-mail addresses through Access ACS
- Adding individuals through Access ACS
Unit 3: Searches and Filters
- Understanding searches and filters
- Creating a new filter
- Editing filter results
- Saving a filter
- Loading saved filters
- Understanding Search Criteria and Output Flags
- Creating a new search
- Editing search results
- Saving a search
- Private verses public searches
- Loading saved searches
- Searching on previous search results
- Printing search results
- Using Searches and Filters with the Find Person screen
- Using Searches and Filters with Reports
- Using Searches and Filters with Mass Change
Unit 4: Working with ACS Reports
- Understanding ACS report types
- Accessing reports
- Key People Reports (Directories, Master Listings, Special Fields Reports, Custom Export, People Statistics)
- Understanding report options
- Saving a report configuration
- Loading saved reports
- Previewing reports
- Printing reports
- Exporting reports (print to file)
- Printing a directory from Access ACS
Financials 101
- Tuesday, May 26th, 2009 9:00 AM - 4:00 PM
- Cost: $175.00 PCP/$269 non-PCP. Lunch is on your own.
Unit 1: Understanding ACS Financials
- Overview
- Funds and datasets
- ACS users and security
- Understanding account types
- Basic accounting concepts
- Transactions: test your knowledge
- Financial modules and their relationships
- Highlights of the General Ledger module
- General Ledger reports
Unit 2: Setting Up General Ledger
- Preparing your system for a chart of accounts
- How to set up add/edit lists options in General Ledger
- Adding bank accounts
- How to set up the chart of accounts
- How to enter budget information
Unit 3: Accounts Payable Invoices and Checks
- Overview
- How to configure Accounts Payable
- Cash vs. accrual
- How to add and edit vendors
- How to enter invoices
- How to post invoices
- How to print and post checks
- How to enter handwritten checks into ACS
- Accounts Payable reports
- How to use Accounts Payable inquiry
- Voiding checks
IT Roundtable
- Tuesday, May 26th, 2009 9:00 AM – 4:00 PM
- Cost: $0.00 PCP. Lunch is on your own.
Session is free for attendee, but you must register before attending. This is an interactive agenda. The participants set the agenda and interaction among participants takes precedent over presentation by “experts.” In fact, in one-way or another, most of the roundtable participants are already experts.
Purpose of this Roundtable
- To meet other innovators
- Encouragement - "I am not alone." "Here I am understood."
- Confidence - "I'm not so crazy after all."
- Relationship - Develop on-going friendships
- To advance the diffusion of innovation in a given topic area
- Sharing knowledge, lessons learned, and experiences
- Sorting out the big picture. How does it all fit? Where are we going?
- Synergy of new ideas, new perspectives, and new dreams
- To facilitate collaboration
- Explore opportunities for teaming up to accomplish common goals
- "Network" - Learn who knows what and who is doing what
Guidelines
- Rules and Expectations:
If we get to the end of this roundtable and we haven't talked about what you wanted to talk about then it's your fault. We are the agenda. We are the program. This is YOUR time. This is not a place to brag or boast - we're not here to impress. We're all doing great and unique things.
This is a different style of learning. You may be used to one person giving all the answers. That is not true here. We have several hours of dialogue, not monologue. We've been given a gift - a day away to spend with like-minded peers, sharing ideas, resting in the comfort of being understood by peers. Don't get agenda anxiety. It's written in chalk, not in stone. What we've suggested as a starting range of topics is not inspired. It's not even clever. We'll change it as needed. Flexible is the key word here. What is said here is confidential. We hope to build an atmosphere of trust - a safe haven. Your honesty will lead to our honesty. Elders are not here. Deacons are not here. Some of you have had a great year, others may be about to quit ministry. Reach out and make an effort to connect.
ACCESS ACS 101
- Tuesday, May 26th, 2009 9:00 AM – 12:00 PM
- Cost: $89.00 PCP/$139 non-PCP
Unit 1: Getting Started with ACCESS ACS
- The big picture
- Terminology and definitions
- The user interface
- Decisions and directions
- The initial upload
- Configuration (system options)
- Configuration (security profiles)
Unit 2: Administrating Your ACCESS ACS Account
- Uploading records
- Applying change requests
- Posting Web links
- Switching a user’s profile
- Deactivating users
- Adding leadership positions
- Adding online transactions
Checkpoint 101
- Tuesday, May 26th, 2009 9:00 AM – 12:00 PM
- Cost: $89.00 PCP/$139 non-PCP
Unit 1: Getting Started with Checkpoint
- The big picture
- Terminology and definitions
- The user interface
- Decisions and directions
- Configuration (groups structure)
- Configuration (system options)
- Configuration (session options)
Unit 2: Using Checkpoint
- Setting up sessions
- Editing sessions
- Deleting sessions
- Running Checkpoint from an unmanned workstation
- Running Checkpoint from a manned workstation
- Using family lookup
- Viewing session statistics
- Posting attendance markings
- Checkpoint reports
Let’s Go! Launching Checkpoint Successfully in your Church
- Tuesday, May 26th, 2009 1:00 PM – 4:00 PM
- Cost: $89.00 PCP/$139 non-PCP
Getting the ACS software solution in place is just one part of the successful launch of a new program. In this class, we’ll look at all the other elements needed to start up a new check-in system in your church, and help you get started planning for success in your church.
We’ll dig in deep with Jason Lee and Northwoods Community Church to explore how they updated their check-in systems with new hardware, new software, and new processes. You’ll have a chance to examine the fingerprint scanner system now in use at NWCC, and hear first-hand from members of the team who made it happen. Topics covered include IT, Communications, Volunteer Training, and Budgeting. Real-life examples of emails, videos, training sessions and more will bring ideas and inspiration for a successful launch in your church.
Whether your church is starting a check-in ministry for the first time, or you’re looking at updating your current processes, you’ll benefit from this session.




