The Aegis Advantage Webinar Series
- September 13, 2018
- Watch the Webinar
The Aegis Advantage Webinar Series
- August 9, 2018
Aegis CRM Intro to Appeals Training
- November 7, 2017
Aegis CRM Charts Training
- October 11, 2017
What to Consider When Choosing a Caging / Lockbox Provider
- September 27, 2017
Aegis CRM Query Training - Best Practices
- May 24, 2017
Manage Inventory in Aegis CRM
- February 28, 2017
- Watch the Webinar
- Download the Handout
Aegis CRM Major Software Release
- February 9, 2017
- Watch the Webinar
- Download the Handout
Cyber Security: Non-profit Organization Liability
- January 30, 2017
- Watch the Webinar
- Download the Handout
Introducing the New Aegis CRM Support Portal
- January 4, 2017
- Watch the Webinar
- Download the Handout
Building Online Donation Forms Leveraging the MyBernard and SWIFT Capture Integration
- December 14, 2016
- Watch the Webinar
- Download the Handout
Email Appeals Leveraging the MyBernard Integration with MailChimp®
- November 30, 2016
- Watch the Webinar
- Download the Handout
MyBernard Major Software Release (November 2016)
- November 15, 2016
- Watch the Webinar
- Download the Handout
Bernard Client Forum 2016 Sessions (November 14-16, 2016)
- November 13, 2016
Sessions
| Session | Presentation | Handout |
|---|---|---|
| Welcome | Download the Presentation | Download the Handout |
| Been There, Done That, Got the T-Shirt | Download the Presentation | |
| Strategic Donor Segmentation | Download the Presentation | Download the Handout |
| Queries & Reports | Download the Presentation | Download the Handout |
| The Digital Divide | Download the Presentation | Download the Handout |
| Not Your Average Integrations | Download the Presentation | Download the Handout |
| Roadmap Discussion | Download the Presentation | Download the Handout |
| Closing Remarks | Download the Presentation |
MyBernard Major Software Release (July 2016)
- July 28, 2016
- Watch the Webinar
- Download the Handout