Track Listings

 

SUMMER CAMP TRAINING TRACKS

To help you get the most from your Summer Camp experience, we offer the following ways to select your individual classes:

By Skill Level – select one class in each time slot, based on the skill level shown to the left of each class title below.

By Track – if you are unsure, select a track from the options below, and the individual sessions are selected for you.

 

BY SKILL LEVEL:

 

All Levels
Beginner (New to Subject)
Beginner/Intermediate
Intermediate
Intermediate/Advanced
Advanced

 

Wednesday
1:00PM-5:00PM Concurrent Training Sessions
  — TRAMS Back Office Introductory Training
  — CLIA Seminar - Effective Presentation Skills
(15 credits toward CLIA's Certification requirement)
  — ClientBase Introductory Training
  — Live Connect Pavilion
  — Study Hall with ClientBase, Back Office, TMA, and ARC
  Mini Sessions
1:00PM-1:45PM — ARC - IAR 2.0
2:00PM-2:45PM — TMA Your Email Marketing Program - Learning the Basics
3:00PM-3:45PM — ARC - IAR 2.0
4:00PM-4:45PM — TMA Your Email Marketing Program - Learning the Basics

 

Thursday
10:30AM-11:15AM Concurrent Training Sessions
NEW! — TRAMS Back Office: Fundamental Tips, Tricks & Keystrokes
NEW! — TRAMS Back Office: Tracking Client Balances When an Invoice is Not Available & General Ledger Enhanced Skills
  — ClientBase: Closing More Sales
NEW! — ClientBase: Advanced Queries, Reports & Database Analysis
  — CRM 101 - Understanding Relationship Marketing
  — Study Hall with ClientBase, Back Office, TMA, and ARC
  — Live Connect Pavilion
11:30AM-12:45PM Concurrent Training Sessions
NEW! — TRAMS Back Office: Payments - Understanding the Basics
  — TRAMS Back Office: TRAMS Credit Card Merchant
  — ClientBase: Using Activities to Manage Your Day
NEW! — ClientBase: Advanced Tips, Tricks & Keystrokes
  — TMA Your Email Marketing Program - What is it and how you make it work?
  — Study Hall with ClientBase, Back Office, TMA, and ARC
  — Live Connect Pavilion
2:00PM-3:15PM Concurrent Training Sessions
  — TRAMS Back Office: The World of Reconciliations
  — TRAMS Back Office: Enhancements in the newest version
  — ClientBase: Res Cards Part 1
  — ClientBase: Open Forum
  — TRAMS Web Technology & Remote Access - The Ultimate Solution!
  — Study Hall with ClientBase, Back Office, TMA, and ARC
  — Live Connect Pavilion
3:00PM-4:45PM Concurrent Training Sessions
  — TRAMS Back Office: General Ledger Overview & Setup - The Basics
NEW! — TRAMS Back Office: Payments & Cleaning Up Client Balances
  — ClientBase: Res Cards Part 2
  — ClientBase: Enhancements
  — TMA Your Email Marketing Program: Success stories - Learn from your peers!
  — Study Hall with ClientBase, Back Office, TMA, and ARC
  — Live Connect Pavilion

 

Friday
10:30AM-11:45AM Concurrent Training Sessions
  — TRAMS Back Office: General Ledger & End of Month Routine - The Basics
— TRAMS Back Office: Tips & Tricks for The Experienced User
— ClientBase: Live Connect to Booking Engines
NEW! — ClientBase: Develop an Effective Marketing Strategy
— SQL Basics
  — Study Hall with ClientBase, Back Office, TMA, and ARC
1:00PM-2:15PM Concurrent Training Sessions
  — TRAMS Back Office: Fundamental Reports & Quality Control
— TRAMS Back Office: Open Forum For Sharing Successes & Techniques
  — ClientBase: Real Tips on Establishing & Strengthening Client Relationships
  — ClientBase: Inventory Manager
— TRAMS Back Office & ClientBase: Automate Procedures
  — Study Hall with ClientBase, Back Office, TMA, and ARC
2:30PM-3:45PM Concurrent Training Sessions
  — TRAMS Back Office: Fundamental Report Generator
  — TRAMS Back Office: Multi Location Agency: Merging Databases and More!
  — ClientBase: E-Mail Marketing
  — ClientBase: Putting it all Together (Lifecycle)
  — TRAMS Back Office & ClientBase: Enhanced Group Management
  — Study Hall with ClientBase, Back Office, TMA, and ARC

 

BY TRACK:

 

Wednesday, August 9th
Thursday, August 10th
Friday, August 11th

 

Track #1: Anyone new to ClientBase
1:00PM-5:00PM — ClientBase: Introductory Training
10:00AM-11:15AM — ClientBase: Closing More Sales
11:30AM-12:45PM — ClientBase: Using Activities to Manage Your Day
2:00PM-2:45PM — ClientBase: Res Cards Part 1
3:00PM-4:15PM — ClientBase: Res Cards Part 2
10:30AM-11:45AM — ClientBase: Live Connect to Booking Engines
1:00PM-2:15PM — ClientBase: Real Tips on Establishing & Strengthening Client Relationships
2:30PM-3:45PM — ClientBase: E-Mail Marketing

 

Track #2: Marketing & Sales Skills
2/4PM (45 Mins) — TMA Your Marketing Program - Learning the Basics
10:00AM-11:15AM — ClientBAse: Closing More Sales
11:30AM-12:45PM — TMA Your Marketing Program: What is it and how you make it work
2:00PM-2:45PM — ClientBase: Open Forum for Power Users
3:00PM-4:15PM — TMA Your Email Marketing Program: Success stories - Learn from your peers
10:30AM-11:45AM — ClientBase: Develop an Effective Markting Strategy
1:00PM-2:15PM — ClientBase: Real Tips on Establishing & Strengthening Client Relationships
2:30PM-3:45PM — ClientBase: Putting it all together

 

Track #3: Anyone New to TRAMS Back Office
1:00PM-5:00PM — TBO: Introductory Training
10:00AM-11:15AM — TBO: Fundamental: Tips/Tricks/Keystrokes
11:30AM-12:45PM — TBO: Payments - Understanding the Basics
2:00PM-2:45PM — TBO: The World Reconciliations
3:00PM-4:15PM — TBO: General Ledger Overview & Setup - The Basics
10:30AM-11:45AM — TBO: General Ledger & End of Month Routine - The Basics
1:00PM-2:15PM — TBO: Fundamental Reports & Quality Control
2:30PM-3:45PM — TBO: Fundamental Report Generator