Welcome to the PDS Client Portal

Live Webinars

Live webinars are delivered by certified PDS trainers via an interactive web session. To participate, all you need is a web browser, speakers, and 60 minutes to get information you can put to use immediately. These live training events offer all the benefits of traditional classroom training, but with greater flexibility - you save time and money by staying at your own desk while still interacting with instructors and your peers.

How to Register

  1. Select a live webinar from the topics and dates below and click Register Now to register for the class.
  2. Complete the form with the information for who will attend the webinar.
  3. We will confirm your registration via email and send you instructions on how to log into the live webinar.
  4. Each webinar is $30. An invoice will be sent to your church after the webinar is complete.
  • Class: Ministry Scheduler

    Topic: Ministry Online Functions

  • Date: 04/27/2017 - 2:00 pm ET

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Learn how to configure the Minister Scheduler software and Minister details in order to use the Minister Online Access App to allow Ministers to view their Schedules, take open assignments or decline assignments.

  • Class: Ledger

    Topic: End of Fiscal Year Reports and Processes

  • Date: 06/15/2017 - 2:00 pm ET

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Learn how to simplify end of fiscal year processes in Ledger. In this lesson learn how to make an end of year backup, how to post journal entries, post depreciation, how to reconcile bank accounts, close the month and close the fiscal year for Ledger.

  • Class: Formation Office

    Topic: Remove/Advance Process

  • Date: 07/20/2017 - 2:00 pm ET

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Learn how to efficiently utilize the Remove/Advance processes to update student's permanent records and catechists history, remove inactive records, promote students to the next grade, and clear out past year schedules and attendance for students and catechists. In this lesson also learn how to enroll students for the new year.

  • Class: Church Office

    Topic: Stewardship Library of Reports

  • Date: 08/03/2017 - 2:00 pm ET

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Learn how to set up a plan of action for stewardship in your church using the tools in Church Office. In this lesson we will discuss several methods for promoting Stewardship, how to preparing Data for Stewardship, the available Ministry tools for Time and Talent, and available Ministry tools for Treasure.

  • Class: Church Office

    Topic: PDS Connects

  • Date: 08/31/2017 - 2:00 pm ET

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Learn how to facilitate and manage your membership communication using PDS Connects. In this lesson we will discuss publishing your database online, listing of the membership information available online, how parishoners can access their information, and reviewing/synchronize pending change requests.

  • Class: Office General

    Topic: Database Maintnance

  • Date: 09/14/2017 - 2:00 pm ET

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Learn how to keep a clean, orderly database. In this lesson we will discuss data clutter, the use of style guidelines, how to eliminate old data, and the procedures for consolidating duplicate data including duplicate keywords, duplicate family or members, duplicate sacrament places, etc.

  • Class: Church Office

    Topic: Predefined Reports and Simple User Created Reports

  • Date: 10/05/2017 - 2:00 pm ET

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This lesson explores the different report types, configuring reports, and saving your preferences for later use. Learn the various steps within the report wizard and how to configure the layout settings for Letters, Lists, Labels and Envelope reports. In this lesson you will also learn how to create and organize user defined reports.

  • Class: Payroll

    Topic: End of Calendar Year Reports and Processes

  • Date: 10/19/2017 - 2:00 pm ET

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Learn the necessary steps on how to prepare for and end the calendar year for Ledger/Payroll. This lesson will teach you how to obtain the necessary forms for the end of year right from our Online Store, how to run the necessary end of year processes including end of year reports and forms, how to close the Payroll calendar year, and how to access prior year information.

  • Class: Church Office

    Topic: Using Report Selections

  • Date: 11/02/2017 - 2:00 pm ET

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Discover how to choose which families or members to include in reports using a variety of selection techniques. In this lesson you will learn the basics on how to use family and member report selections and how these selections can then be saved for future use.

  • Class: Church Office

    Topic: End of Year Church Office

  • Date: 12/07/2017 - 2:00 pm ET

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In this lesson learn some helpful tips on creating end of year checklists, how to print tax statements and customize the end of year donor substantiation, and how to utilize end of year and new year processes such as advancing funds and carrying forward balances.