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Cambridge University Development and Alumni Relations course timetable

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Sat 23 Sep – Thu 5 Oct

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Tuesday 26 September

10:00
Amicus - Solicitation cycles [Places] 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for:

  • Setting up a solicitation cycle
  • Adding a purpose
  • Adding a fundraiser
  • Adding a strategy
  • Requesting due diligence
11:00
Amicus 1-2-1 training for cutover new [Full] 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

14:00
Amicus - Adding a volunteer [Places] 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course will go through the system steps to creating a volunteer in Amicus:

  • How to create volunteers and opportunities and activities
  • Assigning volunteers to an opportunity and document checks
  • Creating a board or committee
  • Withdrawing or deactivating a volunteer
  • Overview of coding a speaker
15:30
Amicus - Updating biographical information [Places] 15:30 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information

Wednesday 27 September

09:30
Amicus 1-2-1 training for cutover new [Full] 09:30 - 10:30 Amicus Bubble, Suite 2 (Room 1)

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

10:00
Amicus - Adding employment [Places] 10:00 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps in Amicus to add or update employment records:

  • Adding employment
  • Updating employment
10:30
Amicus - Adding mass communications [Places] 10:30 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the mass communications functionality within the Amicus system:

  • How many users can be part of mass communications
  • How to set up a mass communications
  • Using communication templates
  • Managing salutations and contact preferences
11:00
Amicus 1-2-1 training for cutover new [Full] 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

11:30
Amicus - Yellow box searching and reporting [Full] 11:30 - 12:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
14:00
Amicus - Creating a new contact record [Places] 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to add a new contact record in Amicus:

  • Create a contact
  • Updating core biographical information
  • Primary and secondary categories
  • Data protection essentials
15:00
Amicus - Adding relationships and households [Places] 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps required in Amicus to add and update relationships and households:

  • Adding a household
  • Adding a relationship
  • Editing households and relationships

Friday 29 September

09:30
Amicus 1-2-1 training for cutover new [Full] 09:30 - 10:30 Amicus Bubble, Suite 2 (Room 1)

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

Amicus - Prospect identification, ratings and due diligence [Places] 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect
  • Adding and editing wealth ratings
  • Adding due diligence data
11:00
Amicus 1-2-1 training for cutover new [Full] 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

14:00
Amicus - Stewardship [Places] 14:00 - 14:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps required to record stewardship details in Amicus.

Monday 2 October

10:00
Amicus - Creating complex reports [Full] 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course shows you how to create bespoke reports containing complex and detailed data sets.

11:00
Amicus 1-2-1 training for cutover new [Places] 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

Tuesday 3 October

09:30
Resilience Workshop new [Full] 09:30 - 16:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This Workshop is designed to prepare and equip staff with the skills to boost resilience, enhancing the ability to cope and respond positively to a variety of challenging situations presented at work and at home.

Workshop Objectives:

  • To explain the relationship between resilience, stress and pressure
  • To help spot stress symptoms in yourself and your colleagues
  • To identify barriers to resilience and causes of stress (work & home)
  • To highlight the resources available to boost your own resilience to equip you for a range of challenging situations
  • To measure and explore own resilience levels and coping styles using the outputs of the i-resilience tool
  • To expand upon and practice a range of coping skills covering the areas of Mind, Body and Spirit
  • To prepare a personal action plan to increase your own resilience

Wednesday 4 October

09:30
Amicus 1-2-1 training for cutover new [Places] 09:30 - 10:30 Amicus Bubble, Suite 2 (Room 1)

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

10:00
Amicus - Creating a new contact record [Places] 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to add a new contact record in Amicus:

  • Create a contact
  • Updating core biographical information
  • Primary and secondary categories
  • Data protection essentials
13:30
Amicus - Adding actions [Places] 13:30 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps required to add actions in Amicus:

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
14:30
Amicus - Adding employment [Places] 14:30 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps in Amicus to add or update employment records:

  • Adding employment
  • Updating employment
15:00
Afternoon tea with Fundraising - how the team are using Amicus [Places] 15:00 - 15:45 Great Ouse meeting room, Suite 1, CUDAR (conference layout)

This is an interactive overview session led by departments, showcasing how they are using Amicus and where you can view information that may be useful to you in your role. Tea, cake and scones will be provided.

15:30
Amicus - Updating biographical information [Places] 15:30 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information

Thursday 5 October

09:30
Amicus - Adding actions [Places] 09:30 - 10:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps required to add actions in Amicus:

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
10:30
Amicus - Interactions: Writing letters and emails [Places] 10:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to adding and recording correspondence with individuals in Amicus:

  • Writing a letter through Amicus
  • Writing an email through Amicus
  • Recording correspondence from individuals within Amicus
11:00
Amicus 1-2-1 training for cutover new [Full] 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

13:30
Amicus - Managing alumni groups, boards and committees [Places] 13:30 - 14:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps involved in creating and maintaining:

  • Alumni groups
  • Boards
  • Committees
15:00
Amicus - Adding a volunteer [Places] 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course will go through the system steps to creating a volunteer in Amicus:

  • How to create volunteers and opportunities and activities
  • Assigning volunteers to an opportunity and document checks
  • Creating a board or committee
  • Withdrawing or deactivating a volunteer
  • Overview of coding a speaker