Thursday, March 19, 2020 - 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
  • Please be familiar with all steps required to use the new campaign registration application. You will find video tutorials located here

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 is 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.

We're moving this class online. New registrations have closed. If you registered in advance, you'll receive an email with details about how to log into our online meeting on Thursday March 19.

This class covers the same material as our online training video: