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OSU Foundation Training Schedule |
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TOPIC:
Proposals 206: Theory and Entry
This is a how to course to properly identify proposal timing, types, purpose, funding and reporting. Includes theory behind Proposals as well as the practice for entry.
The Objectives:
Target Audience:
Development Officers, Executive and Administrative Assistants, and anyone responsible for the entry and update of Proposals.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Paula Siegel |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Advance Overview
This session will cover very broad overview of the Advance database. This class is strongly recommended as a companion piece to those users who have successfully completed the Advance self-training.
The Objectives:
- What is Advance?
- Basic database searches
- Discuss the four main modules
Target Audience:
Open to all Advance Users and new users getting access to Advance for the first time.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Giving Overview
This session will include broad discussions about gift information in Advance. We will review a donor's gift history and discuss the various layers within a donor's gift summary.
The Objectives:
- Entities and their money
- The gift and all its parts
- The credits - what are they and is it necessary
Target Audience:
All Advance users who currently have access to the Gift Module.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Financial Edge
Required class for first time users of Financial Edge. Overview of Project/Equity Account Transactions, balances, and Financial Reports
The Objectives:
Target Audience:
OSU Staff Accountants - Must be approved for training by Unit Business Manager
| Length: | 90 minutes |
| Location: | OSUF Call Canter |
| Instructor: | M Hansen |
| Contact Email: | michael.hansen@oregonstate.edu |
| Max Students: |
12 | | Application: | Financial Edge |
| Class Type: | Financial |
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TOPIC:
Contact Reports 101: Theory and Entry
This will be a detailed overview of the new Automated Contact Report Entry process. The course will delve into the theory behind the contact report as well as the practice or entry.
The Objectives:
Target Audience:
Development Officers, Executive and Administrative Assistants, and anyone responsible for the entry and update of Contact reports.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Paula Siegel |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Advance Overview
This session will cover very broad overview of the Advance database. This class is strongly recommended as a companion piece to those users who have successfully completed the Advance self-training.
The Objectives:
- What is Advance?
- Basic database searches
- Discuss the four main modules
Target Audience:
Open to all Advance Users and new users getting access to Advance for the first time.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Contact Reports 101: Theory and Entry
This will be a detailed overview of the new automated Contact Report entry process. The course will delve into the theory behind the contact report as well as the practice or entry.
The Objectives:
Target Audience:
Development Officers, Executive and Administrative Assistants, and anyone responsible for the entry and update of Contact Reports.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Mark Koenig and Paula Siegel |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Intro to Research
Complete overview of the Research, Relationship Management and Discovery departments.
The Objectives:
Target Audience:
Open to all OSU Foundation employees interested in learning more about the products and services provided by the departments.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Mark Koenig and Paula Siegel |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Financial Edge
Required training for first time users of Financial Edge. Overview of Project/Equity account transactions, balances, and Financial reports.
The Objectives:
Target Audience:
OSU Staff Accountants - Must be approved by Unit Business Manager
| Length: | 90 minutes |
| Location: | OSUF Call Center |
| Instructor: | M Hansen |
| Contact Email: | michael.hansen@oregonstate.edu |
| Max Students: |
12 | | Application: | Financial Edge |
| Class Type: | Financial |
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TOPIC:
Research for the Masses
An introductory course teaching basic research concepts and practices to staff interested in learning how to conduct quick and easy searches. The course covers free resources available, how to's on address/phone lookups, employment bios, Googling, and ver
The Objectives:
Target Audience:
Open to all OSU Foundation employees interested in learning more about the how to's of basic research.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Mark Koenig and Paula Siegel |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | |
| Class Type: | Lecture |
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TOPIC:
Advance Overview
This session will cover very broad overview of the Advance database. This class is strongly recommended as a companion piece to those users who have successfully completed the Advance self-training.
The Objectives:
- What is Advance?
- Basic database searches
- Discuss the four main modules
Target Audience:
Open to all Advance Users and new users getting access to Advance for the first time.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
The Donor Report
Discussion of the Donor Report tool, what the data means and how to use it.
The Objectives:
- Provide a better understanding of the Donor Report, how to use it and when it shouldn’t be used.
Target Audience:
OSU Foundation staff
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Walter Fitch |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | |
| Class Type: | Lecture |
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TOPIC:
Creating and Maintaining Entity Profile Reports
This is a session that will show you how to grab various data elements in Advance and create a formatted report on any entity on the system.
The Objectives:
- Available data to include in the report
- Data elements to pay attention to
- Generating Profile Reports
- Maintain Saved Profile Reports
Target Audience:
Open to all Advance Users
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Intro to Relationship Management (New Class)
An introduction to Relationship Management concepts, processes and terminology. Will include discussion on the Assignment process, Top 10 and Fab 50, Eduventures Coding, and the reports helpful to manage one’s portfolio of potential donors.
The Objectives:
- Provide a stronger understanding of the role that Relationship Management plays in the day to day operations of the Foundation.
Target Audience:
Development Officers and their Assistants and anyone interested in the Relationship Management arena.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Mark Koenig and Paula Siegel |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Tools of the Trade - Navigating Around Advance
Within any system or application, there are always quick tips that allow users to get to a spot quickly and efficiently. We will explore the tricks that are available and provided in Advance.
The Objectives:
- Shortcuts & Function Keys
- Wildcards
- Hands on exercises
Target Audience:
Open to all Advance Users
| Length: | 60 minutes |
| Location: | OSUF Call Center |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Max Students: |
10 | | Application: | Advance |
| Class Type: | Hands On |
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TOPIC:
Submitting Report Requests and more
This will be a detailed overview on how to complete the online report request form. We will also review the RB1 and RB2 in detail and show what fields are included in these two standard reports.
The Objectives:
- Filling out the report request form
- Details of the RB1 report
- Details of the RB2 report
Target Audience:
Open to all users and any person responsible for submitting report requests for their unit/department/college.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Linda Firth and Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | |
| Class Type: | Lecture |
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TOPIC:
Contact Reports 101:Theory and Entry
A detailed overview of the new Automated Contact Report Entry process. The course will delve into the theory behind the Contact Report as well as the practice or entry.
The Objectives:
Target Audience:
Development Officers, Executive and Adminstrative Assistants, and anyone responsible for the entry and update of Contact Reports.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Mark Koenig and Paula Siegel |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Proposals 206: Theory and Entry
A how-to course to properly identify proposal timing, types, status, purpose, funding, and reporting. Includes theory behind Proposals as well as the practice for entry.
The Objectives:
Target Audience:
Development Officers, Executive and Adminstrative Assistants, and anyone responsible for the entry and update of Proposals.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Mark Koenig and Paula Siegel |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Submitting Entity Updates
In this session we will show you how to submit your entity updates to Bio Data that will yield a quick and efficient results.
The Objectives:
- Type of information
- What should be provided
- Timelines and Expectations
Target Audience:
Open to all Advance users.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Pledges and much, much more!
This session will help unravel the mysteries of pledges and explain all the various layers.
The Objectives:
- What is a Pledge?
- Payment schedules and frequencies
- Short term vs. Long term
- And much more
Target Audience:
OSU Foundation employees and any Advance user interested in learning more about Pledges.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Tawna McCravens |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Research for the Masses
An introductory course teaching basic research concepts and practices to staff interested in learning how to conduct quick and easy searches. The course covers free resources available, how to's on address/phone lookups, employment bios, Googling, and ver
The Objectives:
Target Audience:
Open to all OSU Foundation employees interested in learning more about the how to's of basic research.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Mark Koenig and Paula Siegel |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | |
| Class Type: | Lecture |
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TOPIC:
Contact Reports 101:Theory and Entry
A detailed overview of the new Automated Contact Report Entry process. The course will delve into the theory behind the Contact Report as well as the practice or entry.
The Objectives:
Target Audience:
Development Officers, Executive and Adminstrative Assistants, and anyone responsible for the entry and update of Contact Reports.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Mark Koenig and Paula Siegel |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Tracking Activity Participants
This session will cover everything and anything you ever wanted to know about Activities in Advance.
The Objectives:
- What are they?
- What is it used for?
- Show and tell in Advance
Target Audience:
All Advance Users
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Follow the Money - Gifts in Advance
This is your opportunity to come and hear, learn and ask the expert how gifts are processed and reported.
The Objectives:
- Explain the gift cycle from arrival to reporting
- Discuss the gift journal
- Discuss gift corrections and impact on reports
Target Audience:
Open to Advance users on campus and OSU Foundation staff members who maintains their College/Unit gift reports and "Thank You" letters.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Colisse Franklin |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Organization Contacts
We will explore the Organization Contacts (ORGC) window in Advance and discuss the various Org relationships that are currently being maintained in Advance.
The Objectives:
- Identify and define the ORGC types
- Show examples
Target Audience:
Open to all Advance Users
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Appeal Codes in Action
Appeal codes in Advance are used to track on-going solicitations whether it be direct mail, telemarketing or events. This is a wonderful opportunity to come hear from two areas that use appeal codes heavily, how they use them and why.
The Objectives:
- Identify Appeal Types
- Annual Giving and Athletics perspective
- Appeal Code statistics
- Tracking those solicited
Target Audience:
Open to all Advance Users
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Kellie Parker and Mark Siewell |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Stewardship Tracking in Advance
Do you need to know how donor stewardship is being tracked in Advance? Do you want to know who is responsible for entering and maintaining this information? Would you like to see who is getting endowment reports for a specific scholarship? Do you have
The Objectives:
- stewardship plans
- allocation stewardees
- stewardee reports
- endowment reports
- We'll wrap up this session with a discussion on ways to enhance our stewardship tracking in Advance.
Target Audience:
Development Officers, Administrative Assistants, and anyone interested in learning about stewardship tracking.
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Pam Powell and Penny Hardesty |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
Downloading and Printing Lookup Reports
In this session you will get a change to let your fingers do the walking by creating and generating various lookup reports in Advance.
The Objectives:
- Biographical lookup reports
- Gift/Pledge lookup reports
- PMATS lookup reports
- Other lookup report
Target Audience:
Open to all Advance Users
| Length: | 60 minutes |
| Location: | OSUF Call Center |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Max Students: |
10 | | Application: | Advance |
| Class Type: | Hands On |
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TOPIC:
Solicitation Controls & Alerts and Messages
This is a wonderful session to learn about all the solicitation controls we currently have in Advance as well as review and discuss those pop up alert messages you may have encountered in Advance. We will discuss how the solicitation controls affect your
The Objectives:
- What are they and how did they get there?
- What do they mean?
Target Audience:
Open to all Advance Users
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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TOPIC:
The Lookup Safari
This is a hands on session where you get to experience the hunt for data. You will learn to stalk your prey, put together a smart trap and finally capture your prize. Come experience the adventure.
The Objectives:
- Identify the lookups window
- Indicate what is required
- The Hunt begins (hands on exercise)
Target Audience:
Open to all Advance Users
| Length: | 60 minutes |
| Location: | OSUF Call Center |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Max Students: |
10 | | Application: | Advance |
| Class Type: | Hands On |
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TOPIC:
Biographical Information Highway Tour
If you have not used Advance in awhile and/or need to refresh your memory bank of where the information is stored and displayed in Advance, this is your opportunity.
The Objectives:
- Identify the biographical windows
- What's behind screen number 1
- Let's play pin the tail on the donkey
Target Audience:
Open to all Advance Users
| Length: | 60 minutes |
| Location: | OSUF Board Room |
| Instructor: | Daisy Clifton |
| Contact Email: | OSUFAdvanceHelp@oregonstate.edu |
| Application: | Advance |
| Class Type: | Lecture |
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