Training Question
Share This PostI have enjoyed the online pre-recorded training programs - they provide a good overview. But, I feel it might be of value for a team of our staff and top volunteers to work with a “real live person” for a couple of hours, so they understand how to read the wide range of data provided by our WealthEngine screening, and can ask questions as a group. Has anyone tried that before - perhaps a webinar would work? Does WealthEngine provide in-person seminars at fundraising conferences as well, so if I attend a conference (like the AFP International Conference), I could sign up for such a thing?
August 27th, 2008 at 9:47 pm
We are always ready to go the extra mile for our clients and do provide as much personalized assistance as we possibly can. If your group, or any individual, has a special need please feel free to contact our client service team at 301-215-5980, option 3 and we can determine what approach will best meet your needs. We also have a number of custom training solutions available, so you may want to talk with your sales representative about those, or call our sales office at 301-215-5980, option 4.
WealthEngine attends many conferences including AFP International, CASE conferences, AHP regional and international conferences, APRA, and many others. At many of these, we host vendor presentations and users groups and we invite both new and experienced users to attend these. And we are always well staffed at our conference booth, so stop by to ask any questions you might have, or to get a product demonstration.
Sally Boucher,
WealthEngine Client Services
301-215-5980
August 28th, 2008 at 4:48 am
We are glad to hear you have found the pre-recorded sessions helpful. WealthEngine has had great success with many of our clients who have purchased one of our custom training solutions. We encourage all staff and even board members to attend these custom trainings. Whether you choose a custom webinar or an onsite visit, you will have the opportunity to be trained with your data, get an overview of the ratings and scores, discuss your fund raising projects and initiatives, and learn how you can use your WealthEngine results to obtain these goals.
Claire Logue,
WealthEngine - Training Department