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Junior Achievement USA

JA Business Applications - BCRM Training

Would you like to increase your knowledge of JA Business Applications and BCRM? Reserve your spot now for the webinar. PLEASE NOTE: The time slots listed below are in the Mountain Time zone.

JA USA offers online trainings. JA USA will update this signup form for trainings occurring in the following month. Upon registration, registrants will receive a calendar invitation that includes the information on how to access the webinar. Please accept the calendar invitation to receive reminders prior to the start of the meeting(s).

Still need more info? Please do not hesitate to contact the JA USA Help Desk at [email protected]

Created by:   Bryan Plocek
 
Already signed up? You can change your sign up.

Date (mm/dd/yyyy MDT) Location Available Slot
05/08/2020
(Fri. 10:00am - 12:00pm)
https://juniorachievementgm.globalmeet.com/BryanPlocek 

BCRM Prospects Part I

Prospect management is a series of steps. This course discusses the basic steps for setting up prospects, prospect plans and opportunities. Topics: Prospect Plans vs appeals, Moves Management, JA for Impact, Individual Giving, Wealth Analytics and more.

 

Waitlist

 
05/15/2020
(Fri. 10:00am - 12:00pm)
https://juniorachievementgm.globalmeet.com/BryanPlocek 

BCRM Prospects Part I

Prospect management is a series of steps. This course discusses the basic steps for setting up prospects, prospect plans and opportunities. Topics: Prospect Plans vs appeals, Moves Management, JA for Impact, Individual Giving, Wealth Analytics and more.

 

Waitlist

 
05/29/2020
(Fri. 10:00am - 12:00pm)
https://juniorachievementgm.globalmeet.com/BryanPlocek 

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
27 slots filled - more available
Marlon Reid
Michele Carbo
Stephanie Penaloza
Maxine Singh
Laurie Sallarulo
Jennie Politano
Robin Henry
Please!
Stephanie Hoffman
Mina Kobayashi
Jessica D
Sydney Riethman
Alisa Jankowitz
Carol Bouche
Flora Teo
Anna Fohrd
Joyanne Buscemi
Linda Morrell
Jim Pollock
Lauren Falconer
Janet Banaugh
Molly Wick
kristine dovale
Lisa Morgan
Lori Sweede
Kathy Mannion
Sandra Ross
Barbara Klocko

BCRM Overview Part II (60)

This is session two of our two-part overview of BCRM basic information. Training is geared toward Development and Finance Staff. Topics Include: Revenue, Qgiv integration, Prospect mgmt, FROG, Revenue output, 'My Fundraiser' page.

 
All slots filled
Kris Bahr
Sarah Wenglewski
Frankie Quasarano
Melissa Feliciano
Kris Schwartz
Melissa Davis
Ginny Crake
Maya Lechowick
Nicole Evans
Casey Birge
Hannah Fattor
Janae Landers
Jennifer Womack
Jane Nicholson
Aimee Adashek
Holly Triska
Shelley Brown
Kristine Vorpagel
Ivory Bandoh
Joanne Parker
Sarah Greene
Mark Taghon
Betsy Feldmann
Jennifer Homan
anita gouse
Teresa Vaccaro
Janine Brady
Dawn Rivera
Loriann Kondracki
Amy Cammell
Linda Lynch
Laura Stern
Tracey Beesley
Jennifer Rostar
Gabby Gaither
Jill Jamison
Jammie South
Rebecca Borovsky
Crissy Torres
Robin Olson
Rachel Lamblin
Austin Dickman
Mary Ellem McArdle
S. Morales
Angela Johnson
Lora Schemel
Flonise Harper
Linda Barrocas
Kara Hyman
Crystal Elam
Suzanne Garofola
Misty Amarena
Davya DiLauro
Katelyn Bates
Shelbee Axsom-Anderson
Katie Spitzig
erin Sicker
Sandy Salazar
Jennifer von Kaenel
Jaisa Godwin
06/05/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Queries Training - Part I (60)

This is session one of our three-part overview of BCRM Queries. Topics Include: Basic query information, defining the need, an overview of the interface, practical information, and troubleshooting tips.

 
All slots filled
Susan Spencer
Kris Bahr
Sarah Wenglewski
Frankie Quasarano
Melissa Feliciano
Kris Schwartz
Melissa Davis
Ginny Crake
Ashley Hamby
Maya Lechowick
Nicole Evans
Casey Birge
Hannah Fattor
Janae Landers
Jennifer Womack
Desiree Tucker
Jane Nicholson
Aimee Adashek
Latoyia Clark
Holly Triska
Kristine Vorpagel
Munira Sheriff
Sarah Greene
Mark Taghon
Katherine Blanchette
Janine Brady
Amy Cammell
Janette Beer
Laura Stern
Tracey Beesley
Gabby Gaither
Shelbee Axsom-Anderson
Alexia Willis
Jammie South
Rebecca Borovsky
Tara Davis
Mariana Furchi
Adam Brinson
erin Sicker
Cindy Benzschawel
Austin Dickman
Mary Ellem McArdle
Angela Johnson
Lora Schemel
Flonise Harper
Linda Barrocas
Kara Hyman
Crystal Elam
Suzanne Garofola
Laura Hyatt
Kathy Parks
Caroline Cannon
Sharon Hale
Amanda Ramirez
Jennifer von Kaenel
Christine Shewbridge
Erin Warren
Twanda McAlister
Michele Carbo
Joyanne Buscemi
Added to 6/5/ Training

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
16 slots filled - more available
Carla Prescott
Jessica D
Alisa Jankowitz
Carol Bouche
Flora Teo
Joyanne Buscemi
Rachel Andoh
Jim Pollock
Janet Banaugh
kristine dovale
Lisa Morgan
Rhonda Cook
vanessa santiago
Sandra Ross
Teresa Vaccaro
Joyanne Buscemi
06/12/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Queries Training - Part II (60)

This is session two of our three-part overview of BCRM Queries. Topics Include: Advanced filtering, smart fields, aggregations, examining results, selections and how to use them, and exporting information.

 
All slots filled
Susan Spencer
Kris Bahr
Sarah Wenglewski
Frankie Quasarano
Melissa Feliciano
Kris Schwartz
Melissa Davis
Ginny Crake
Ashley Hamby
Maya Lechowick
Nicole Evans
Casey Birge
Hannah Fattor
Janae Landers
Jennifer Womack
Desiree Tucker
Jane Nicholson
Aimee Adashek
Latoyia Clark
Holly Triska
Shelley Brown
Kristine Vorpagel
Munira Sheriff
Sarah Greene
Mark Taghon
Katherine Blanchette
Jennifer Homan
Janine Brady
Amy Cammell
Laura Stern
Tracey Beesley
Gabby Gaither
Shelbee Axsom-Anderson
Alexia Willis
Jammie South
Rebecca Borovsky
Tara Davis
Adam Brinson
erin Sicker
Cindy Benzschawel
Austin Dickman
Mary Ellem McArdle
Angela Johnson
Lora Schemel
Flonise Harper
Linda Barrocas
Kara Hyman
Crystal Elam
Suzanne Garofola
Kathy Parks
Sharon Hale
Jennifer von Kaenel
Christine Shewbridge
Erin Warren
Twanda McAlister
Michele Carbo
Stephanie Penaloza
Jessica D
Alisa Jankowitz
Teresa Vaccaro

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
14 slots filled - more available
Carol Bouche
Flora Teo
Anna Fohrd
Rachel Andoh
Jim Pollock
Janet Banaugh
Molly Wick
kristine dovale
Lisa Morgan
Rhonda Cook
vanessa santiago
Sandra Ross
Joyanne Buscemi
Teresa Vaccaro
06/19/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Queries Training - Part III (60)

This is session three of our three-part overview of BCRM Queries. This course shows you techniques for expanding query functionality. Prerequisites: Queries Part I and Part II. Topics Include: Merging selections, smart queries, and query maintenance.

 
All slots filled
Susan Spencer
Kris Bahr
Sarah Wenglewski
Frankie Quasarano
Melissa Feliciano
Kris Schwartz
Melissa Davis
Ginny Crake
Ashley Hamby
Maya Lechowick
Nicole Evans
Casey Birge
Hannah Fattor
Janae Landers
Jennifer Womack
Desiree Tucker
Aimee Adashek
Latoyia Clark
Holly Triska
Shelley Brown
Kristine Vorpagel
Jane Nicholson
Munira Sheriff
Sarah Greene
Mark Taghon
Jennifer Homan
Janine Brady
Laura Stern
Gabby Gaither
Shelbee Axsom-Anderson
Alexia Willis
Dawn Horan
Jammie South
Rebecca Borovsky
Tara Davis
Adam Brinson
erin Sicker
Cindy Benzschawel
Linda Barrocas
Lora Schemel
Austin Dickman
Robyn Brown
Angela Johnson
Flonise Harper
Linda Barrocas
Kara Hyman
Crystal Elam
Suzanne Garofola
Kathy Parks
Sharon Hale
Jennifer von Kaenel
Christine Shewbridge
Erin Warren
Twanda McAlister
Michele Carbo
Stephanie Penaloza
Jessica D
Alisa Jankowitz
Carol Bouche
Teresa Vaccaro

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
11 slots filled - more available
Rachel Andoh
Jim Pollock
Janet Banaugh
kristine dovale
Lisa Morgan
Rhonda Cook
vanessa santiago
Sandra Ross
Deb Hanson
Joyanne Buscemi
Mary Ellen McArdle
06/26/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Wealth Analytics (60)

This session will provide an overview of BCRM Wealth Analytics. Topics Include: How to use BCRM reports and queries to refine your Individual Giving Plan.

 
51 of 60 slots filled
Kris Bahr
Sarah Wenglewski
Frankie Quasarano
Melissa Feliciano
Kris Schwartz
Ginny Crake
Maya Lechowick
Nicole Evans
Casey Birge
Jennifer Womack
Jane Nicholson
Aimee Adashek
Holly Triska
Shelley Brown
Kristine Vorpagel
Joanne Parker
Betsy Feldmann
Jennifer Homan
Laura Stern
Jennifer Rostar
Gabby Gaither
Alexia Willis
Jammie South
Mariana Furchi
Adam Brinson
erin Sicker
Linda Barrocas
Lora Schemel
Mary Ellem McArdle
Flonise Harper
Linda Barrocas
Crystal Elam
Jennifer von Kaenel
Christine Shewbridge
Erin Warren
Stephanie Penaloza
Maxine Singh
Laurie Sallarulo
Jennie Politano
Crystal Smith
Carol Bouche
Flora Teo
Jim Pollock
Jim Pollock
Janet Banaugh
Molly Wick
kristine dovale
Lisa Morgan
Lisa Roy
Sandra Ross
Joyanne Buscemi

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
07/10/2020
(Fri. 10:00am - 12:00pm)
Teams 

New Associate Intro to JA USA Technology Solutions (40)

Welcome to JA! There is much to learn as a new associate and in this course we’ll give you an introduction to the many software packages and other critical technology solutions available to Junior Achievement associates.

 
1 of 40 slots filled
Jammie South

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
07/17/2020
(Fri. 10:00am - 12:00pm)
Teams 

BCRM Overview Part I (60)

BCRM is our Constituent Relationship Management software. There’s a lot to know! This overview is the first of a two-session course on the basics you need to know about BCRM.

 
2 of 60 slots filled
Jammie South
Teresa Vaccaro

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
07/24/2020
(Fri. 10:00am - 12:00pm)
Teams 

BCRM Overview Part II (60)

This is session two of our two-part overview of BCRM basic information. Training is geared toward Development and Finance Staff. Topics Include: Revenue, Qgiv integration, Prospect mgmt, FROG, Revenue output, 'My Fundraiser' page.

 
1 of 60 slots filled
Jammie South

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
07/31/2020
(Fri. 10:00am - 12:00pm)
Teams 

BCRM Program Management Data Entry (60)

This course focuses on the key task of getting program related data added into BCRM efficiently. This course covers the key benefits of program data entry and breaks down information specific to School, Educator, Volunteer, Class, and Capstones.

 
6 of 60 slots filled
Joyanne Buscemi
Jammie South
Stephanie Penaloza
Teresa Vaccaro
anita gouse
Tara Davis

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
08/07/2020
(Fri. 10:00am - 11:30am)
Teams 

BCRM Program Management and Data Management (60)

This course covers the administrative processes associated with managing and executing program related tasks. Key topics include searches, class management, class verification, creating  copies, batches, kit management, class/volunteer suggestions, Blende

 
5 of 60 slots filled
Jammie South
Stephanie Penaloza
Teresa Vaccaro
anita gouse
Tara Davis

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
08/14/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Program Management Data Extension (60)

This course discusses functionality that helps program managers streamline class management tasks. Topics: Volunteer preferences, class suggestion, copying classes, modifying class contact, prospect plans for classes, modifying class status in bulk.

 
6 of 60 slots filled
Joyanne Buscemi
Jammie South
Stephanie Penaloza
Teresa Vaccaro
anita gouse
Tara Davis

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
08/21/2020
(Fri. 10:00am - 11:30am)
Teams 

BCRM Prospects Part I (60)

Prospect management is a series of steps. This course discusses the basic steps for setting up prospects, prospect plans and opportunities. Topics: Prospect Plans vs appeals, Moves Management, JA for Impact, Individual Giving, Wealth Analytics and more.

 
2 of 60 slots filled
Jammie South
Stephanie Penaloza

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
08/28/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Prospects Part II (60)

Knowing your prospect and what transpires with them is key in maintaining good relationships. This course shows several ways to help. Topics: Interactions, FROG, Output, Archiving expired plans.

 
2 of 60 slots filled
Jammie South
Stephanie Penaloza

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
09/11/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Prospects Part III (60)

Knowing the next steps, upcoming tasks and the history of your prospect activities can aid you in staying on top of your prospecting. Topics: Using MyFundraiser to manage next steps, prospects and plans; Major Giving Management, Organization Hierarchy

 
2 of 60 slots filled
Jammie South
Stephanie Penaloza

Wait List

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
09/18/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Wealth Analytics - Models and Scores (60)

This session will provide an overview of BCRM Wealth Analytics. Topics Include: How to use BCRM reports and queries to refine your Individual Giving Plan.

 
2 of 60 slots filled
Jammie South
Stephanie Penaloza

Wait List

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
09/25/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Revenue Basics - Money Trail Part I (60)

Revenue is critical to support our programs and mission. This course discusses the basics of revenue management. Topics: Revenue flow, Batch entry, One-off entry, Sending reminders and acknowledgements, Third party payments, MyFundraiser page.

 
3 of 60 slots filled
Jammie South
Stephanie Penaloza
Teresa Vaccaro

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
10/02/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Revenue Intermediate Part II - Money Trail - Part II (60)

This course covers complex revenue situations encountered by revenue staff. Topics: Adding Appeals, handling Multi-year pledges, Installment pledges, recognition credit for soft credits and solicitors, payments on behalf of another constituent's pledge.

 
3 of 60 slots filled
Jammie South
Stephanie Penaloza
Teresa Vaccaro

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
10/09/2020
(Fri. 10:00am - 11:00am)
Teams 

BCRM Revenue Advanced - Money Trail Part III (60)

This course contains topics requiring advanced permissions in BCRM. Topics: Posting revenue, deposits, adjustments, write-offs, issuing refunds."

 
3 of 60 slots filled
Jammie South
Stephanie Penaloza
Teresa Vaccaro

Wait list

Sign up here to be placed on the wait list for this session. As spots become available you will be notified and added to the training.

 
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