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Amicus Training

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Amicus Training course timetable

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Thu 14 Sep 2017 – Thu 21 Sep 2017

Thursday 14 September 2017

09:30	Amicus - Adding relationships and households Finished 09:30 - 10:30 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
10:00	Amicus - Prospect identification, ratings and due diligence Finished 10:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the prospect management functionality within Amicus: Identifying a prospect Adding and editing wealth ratings Adding due diligence data
11:00	Amicus - Adding mass communications Finished 11:00 - 11:30 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
11:30	Amicus - Adding employment Finished 11:30 - 12:00 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
13:00	Amicus - Merging and de-duping records POSTPONED 13:00 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps and process required when de-duping and merging records within Amicus.
	Amicus - Solicitation cycles Finished 13:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
14:00	Amicus - Creating complex reports CANCELLED 14:00 - 16:00 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.

Friday 15 September 2017

09:00	Amicus - Finance for migrated Colleges Finished 09:00 - 11:00 Amicus Bubble, Suite 2 (Room 1) This course will go through the Amicus finance processes, covering: Gift aid declarations Day book procedure and creating batches Destination and source codes Adding pledges, payment files, online batches and gift aid claims Recording direct debits and standing orders Recording gifts in kind and Canadian tax receipts
09:30	Amicus - Adding relationships and households CANCELLED 09:30 - 10:30 Great Ouse Meeting Room, Suite 1, CUDAR office 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
10:00	Amicus - Solicitation cycles Finished 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 - Interactions: Writing letters and emails Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
13:00	Amicus - Prospect identification, ratings and due diligence CANCELLED 13:00 - 15:00 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
	Amicus - Yellow box searching and reporting Finished 13:00 - 14:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
14:30	Amicus - Updating biographical information Finished 14:30 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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

Tuesday 19 September 2017

09:30	Amicus 1-2-1 training for cutover Finished 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!
11:00	Amicus - Interactions: Writing letters and emails Finished 11:00 - 12:00 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
13:00	Amicus 1-2-1 training for cutover Finished 13:00 - 14:00 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 - Updating biographical information CANCELLED 14:00 - 14:30 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 20 September 2017

10:00	Amicus - Yellow box searching and reporting Finished 10:00 - 11:00 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
11:00	Amicus 1-2-1 training for cutover CANCELLED 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 - Creating a new contact record Finished 11:30 - 12:30 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
14:00	Amicus - Solicitation cycles Finished 14:00 - 16:00 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

Thursday 21 September 2017

09:30	Amicus - Prospect identification, ratings and due diligence Finished 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
	Resilience Workshop Finished 09:30 - 16:30 Great Ouse meeting room, Suite 1, CUDAR (conference layout) 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. 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
10:00	Amicus 1-2-1 training for cutover Finished 10:00 - 11:00 Amicus Bubble, Suite 2 (Room 1) This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!
14:30	Amicus - Adding actions Finished 14:30 - 15:00 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
15:00	Amicus - Interactions: Writing letters and emails Finished 15:00 - 16:00 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