Attend ENTERPRISE Academy Classes

ENTERPRISE Academy - Designation Payout Module
March 14, 2019, 2:00 – 4:00 PM EDT

Learn how to easily calculate payments to the agencies whom your donors have designated their gifts to. There will be a question and answer session at the end of the webinar.
The webinar training cost is $200 per webinar per organization. Registration invoices will be emailed to your finance contact at your organization.

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ENTERPRISE Academy - ENTERPRISE 101 for United Way
This webinar occurs several times. Please register for the date and time that works best for you.

Learn the basics of ENTERPRISE such as navigation, inquiry windows, Account Management, and how to create new accounts. There will be a question and answer session at the end of the webinar.
The webinar training cost is $200 per webinar per organization. Registration invoices will be emailed to your finance contact at your organization.

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ENTERPRISE Academy - ENTERPRISE 102 for United Way
This webinar occurs several times. Please register for the date and time that works best for you.

Learn how to manage your accounts in ENTERPRISE through Campaign Management, Touchpoints, and Prospect Management. There will be a question and answer session at the end of the webinar.
The webinar training cost is $200 per webinar per organization. Registration invoices will be emailed to our finance contact at your organization.

Register Now

 

ENTERPRISE Academy - Gift Processing for United Way
This webinar occurs several times. Please register for the date and time that works best for you.

Learn the basics of Gift Processing such as batches, pledge entry, employee summary accounts, and Designation Management. There will be a question and answer session at the end of the webinar.
The webinar training cost is $200 per webinar per organization. Registration invoices will be emailed to our finance contact at your organization.

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ENTERPRISE Academy - Campaign Roll for United Way
March 28, 2019, 2:00 – 3:00 PM EDT

Walk through the steps and procedures to roll your campaign. Review the recently added end of campaign year parameters to set goals, projections, and contacts. There will be a question and answer session at the end of the webinar.
The webinar training cost is $75 per webinar per organization. Registration invoices will be emailed to our finance contact at your organization.

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ENTERPRISE Academy - Designation Batches and SUM Accounts
March 12, 2019, 2:00 – 3:00 PM EDT

Learn how to use employee summary accounts to enter bulk pledges. Then use designation batches to assign those pledges later to specific donors when you receive the pledge detail. There will be a question and answer session at the end of the webinar.
The webinar training cost is $75 per webinar per organization. Registration invoices will be emailed to your finance contact at your organization.

Register Now

 

ENTERPRISE Academy - Unapplied Payments
March 07, 2019 at 2:00 – 3:00 PM EDT

Learn how to use unapplied payments in ENTERPRISE to enter payments when you are unsure of the campaign pledges they should be applied to or those pledges have not yet been entered. There will be a question and answer session at the end of the webinar.
The webinar training cost is $75 per webinar per organization. Registration invoices will be emailed to our finance contact at your organization.

Register Now