We hold a range of training courses across the UK on our Finance, Donations and Membership Co-ordinator packages. All of our training has been designed to help you get the most out of your time by getting the most out of our software. Each course has been developed and improved over a number of years by listening to our customers and evaluating each training day.

Courses are delivered by qualified and experienced trainers, and run from 9am till 4pm with lunch and refreshments provided. Each attendee has access to the use of a laptop, giving you the opportunity to follow along with the trainers or simply watch the screen and take notes. Written materials are also provided for you to take home.

We currently hold courses in Wolverhampton, Edinburgh, York, Dartford, Watford, Winchester, Heathrow, and Leeds.

Wolverhampton courses cost £135 Inc. VAT, other courses cost £165 Inc. VAT.

Finance Co-ordinator Startup CourseUpcoming Courses
Our Finance Co-ordinator Start-up course has been designed for people who want to start ‘from scratch’ and who may not be familiar with fund accounting or computerised accounts. It includes a brief overview of fund accounting and covers setting up simple accounts including adding nominal codes, funds, bank accounts, starting balances and entering simple and memorised transactions. Worked examples are provided as are sample exercises to complete throughout the day.Heathrow
Tuesday 1st November 2016

Wednesday 16th November 2016

Finance Co-ordinator Running CourseUpcoming Courses
This Finance Co-ordinator running course is designed for people who have already setup their accounts and want to start running Finance Co-ordinator on a day to day basis. The course covers entering template and regular transactions, multiple income and expenditure transactions, standing orders and post-box/agency accounts. Bank reconciliation, cost centres, year-end procedures, producing the SOFA, and report analysis.Heathrow
Wednesday 2nd November 2016

Thursday 17th November 2016

Tuesday 29th November 2016

Friday 2nd December 2016

Donations Co-ordinatorUpcoming Courses
This course guides you through the initial setting up of Donations Co-ordinator, all the way through to the day-to-day use of the software right up to producing your claim and report analysis. It covers adding purposes and funds, creating donor records and entering donations, setting up regular gifts and standing orders. Making claims, producing donation reports and Audit trails for HMRC inspection. Plus importing and exporting records and backing up and restoring data.Heathrow
Monday 31st October 2016

Friday 18th November 2016

Wednesday 30th November 2016

Membership Co-ordinatorUpcoming Courses
This course covers entering both people and family information, setting up groups and rotas, scheduling visits and creating skills and SmartFilters. Learn how to send text messages and emails from directly within Membership Co-ordinator. Produce varied and useful reports and export your data.To be ArrangedCLICK HERE TO BOOK


Treasurer Training Course

What is the role of a treasurer?
Should you pay expenses out of the offertory?
How should you handle petty cash?

Just some of the common questions that the treasurer can struggle with. The role of a treasurer can be an onerous and a difficult task and sometimes you can feel that there is nowhere to turn for an answer. The cost is £45 per person inc VAT

New Treasurer Training CourseMore details
This new 6 hour course run by Roger Chester and Bob Soutter aims to help answer these questions and others whilst also suggesting recommended financial controls and tips for best practice. These are all aimed at helping to manage the accounts well, easing the stress of the treasurer, helping control risks and can even help achieve good value for money.Date and time to be arrangedCLICK HERE TO BOOK

You can view maps of the various different training locations by clicking on the links below:









If you require any further information please contact our Sales team on (01902) 714030.

The small print
Full payment is required before the course. If you cancel your place more than three weeks before the course there will be no charge. If you cancel up to two weeks before the course we only charge a £20.00 administration fee. If you cancel less than two weeks before the course payment is required in full and there is no refund.