2013 cms services
EDUCATION DESIGN SERVICES CV TRAINING WEBSITE SERVICES DUES PROCESSING ClearVantage (CV) is a leader in membership data management. Euclid’s ClearVantage Association Management System provides the necessary breadth and capacity for all our county and state-wide membership database needs. Ongoing CV training for CMS staff as well as CV support strategies are available.
1201 “J” Street • Suite 275 • Sacramento, CA 95814-2906
www.cmsservices.org • 1.800.575.4225 Mike Steenburgh
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Executive Director
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916.551.2042
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Cell 209.817.2656
Frank Navarro • Director of Education • 916.551.2046 Henry Gardiner • Project Director • 916.551.2551 Sherry Roberts • Creative Director • 916.551.2053 Jennifer Moller
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Administrative Assistant
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916.551.2541
2013 cms services
CV Conversion Status
2013 CV Training Schedule*
Current CV Counties:
Southern California CV Training– April 1-3, 2013
Alameda-Contra Costa Medical Association Fresno-Madera Medical Society Imperial County Medical Society Inyo-Mono County Medical Society Kern County Medical Society Kings County Medical Society Lassen-Plumas-Modoc-Sierra CMS Los Angeles County Medical Association Marin Medical Society Mendocino-Lake County Medical Society Merced-Mariposa Medical Society Napa County Medical Society Orange County Medical Association Placer-Nevada County Medical Society Riverside County Medical Association Santa Barbara County Medical Society San Benito Medical Society San Bernardino County Medical Society Santa Cruz County Medical Society San Francisco Medical Society Sierra-Sacramento Valley Medical Society San Joaquin Medical Society San Luis Obispo County Medical Association Solano County Medical Society Sonoma County Medical Association Tulare County Medical Society Ventura County Medical Association Yuba-Sutter-Colusa County Medical Society
Basic, refresher, and module-specific training
Scheduled 2013 CV Conversions: April: Monterey County Medical Society Santa Clara County Medical Association
June:
Hosted by OCMA 3-day training event covering CV basics, finance, committees, and events Northern California CV Training – May 8-10, 2013
Ready-to-use CV membership reports
3-day training event covering CV basics, finance, committees, and events Membership CV Training – July 30, 2013 Membership Tools & Resources Just prior to Membership Summit Will focus on specific tools and resources Useful for membership coordinators, county execs, and staff
Recorded webinar snippets Online webinars
Personalized Training Onsite training at county location Online Go-To-Meeting session Module-specific training (e.g. events, finance, report writer)
Euclid’s User Group Meeting - November 4-6, 2013 Join the Euclid staff and the ClearVantage community for two full days of informative presentations, engaging roundtable discussions, and previews of new product features from Euclid Technology. Get to know ClearVantage users at other associations and non-profits from all over the U.S. and Canada. Learn about new features in ClearVantage and refresh your understanding of existing tools, and strategize ways to improve your business process with the tools available to you.
September:
Future 2013 Training Events to be scheduled based upon demand.
Humboldt-Del Norte County Medical Society Stanislaus Medical Society
CV module-specific guides
Hosted by CMA
Bethesda, MD
Unscheduled Counties:
Task-specific cheat sheets
Basic, refresher, and module-specific training
San Diego County Medical Society
Butte-Glenn Medical Society North Valley Medical Association San Mateo County Medical Association Siskiyou County Medical Society Tehama County Medical Society Tuolumne County Medical Society
Self-Help Resources
CV
USER SUPPORT
800-number telephone support CV Users group
Regional Training Northern/Southern California CV training sessions Refresher training courses (subject to demand & availability) Membership CV Training (July 30) Euclid’s User Group Meeting (Bethesda, MD, 11/4-11/6)
CV Users Group We invite you to participate in future CV Users Group events and conference calls which are led by ACCMA Deputy Director Joe Greaves. Future events will be posted on the CMS Services website. *Dates & schedule subject to change