Thursday, January 13, 2022 - 1:00pm to 4:00pm

Prerequisites - All class participants should have reviewed the following information:

  • Please be familiar with how to download the ORCA software or have already done so on a device. You can find the software as well as tips for downloading here
  • This class covers the same material as our online training video:

Course Objectives

Upon completion of this course, you should be able to:

  • Use Open Campaign – know how to open your existing campaign
  • Use the FAQs – know how to search and use it efficiently
  • Use the Backup function – know how to do it, why you should do it and how often
  • Use the Restore function – know how to do it and when it is appropriate
  • Use the Import and Export function – know when to use and why
  • Personalize committee Information for your campaign,
  • Enter monetary activity (contributions, loans, etc.) to reflect deposit activity into the campaign bank account
  • Identify in-kind activity and know how to enter In-kind contributions and in-kind loans
  • Enter expenditures from your campaign bank account
  • Enter your fundraising activities: low-cost, standard fundraisers and auctions
  • Generate contribution and expenditure reports
  • Electronically file reports
  • Correct mistaken or incorrect entries and file amendments.

This class is offered online only. Please register at the link below by 5 p.m. Jan. 11. You'll receive an email the day before the class begins with a link to enter the online meeting using the Zoom application.