Sep 29
Wednesday, September 29, 2021 12:00 pm - 1:30 pm Zoom (virtual)

Do you commit funds to your clients contingent upon them meeting their financial obligation? Do you know the total amount of future financial commitments (financial exposure) your conference has made to clients? Would you like to know an accurate representation of your available funds? 

If you answered yes to any of these questions then the pledge feature can assist you in managing all of this… and more. 

This training is designed for users with the role of Caseworker, and/or Treasurer (current and new)

Please fill out the form below to register.