EDUCATIONDESIGN SERVICESCV TRAININGWEBSITE SERVICESDUES PROCESSINGClearVantage (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 sta� as well as CV support strategies are available.

2013cms services

Mike Steenburgh • Executive Director • 916.551.2042 • 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 • Administrative Assistant • 916.551.2541

1201 “J” Street • Suite 275 • Sacramento, CA 95814-2906

www.cmsservices.org • 1.800.575.4225

Self-Help ResourcesTask-specifi c cheat sheets

CV module-specifi c guides

Ready-to-use CV membership reports

Recorded webinar snippets

Online webinars

Self-Help Resources

Ready-to-use CV membership reports

Regional TrainingNorthern/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)

2013cms services

Current CV Counties:Alameda-Contra Costa Medical AssociationFresno-Madera Medical SocietyImperial County Medical SocietyInyo-Mono County Medical Society Kern County Medical SocietyKings County Medical Society Lassen-Plumas-Modoc-Sierra CMSLos Angeles County Medical AssociationMarin Medical SocietyMendocino-Lake County Medical SocietyMerced-Mariposa Medical SocietyNapa County Medical SocietyOrange County Medical AssociationPlacer-Nevada County Medical SocietyRiverside County Medical AssociationSanta Barbara County Medical SocietySan Benito Medical SocietySan Bernardino County Medical SocietySanta Cruz County Medical SocietySan Francisco Medical SocietySierra-Sacramento Valley Medical SocietySan Joaquin Medical SocietySan Luis Obispo County Medical AssociationSolano County Medical SocietySonoma County Medical AssociationTulare County Medical SocietyVentura County Medical AssociationYuba-Sutter-Colusa County Medical Society

Scheduled 2013 CV Conversions:

April: Monterey County Medical SocietySanta Clara County Medical Association

June:San Diego County Medical Society

September:Butte-Glenn Medical SocietyNorth Valley Medical AssociationSan Mateo County Medical Association Siskiyou County Medical Society Tehama County Medical SocietyTuolumne County Medical Society

Unscheduled Counties:Humboldt-Del Norte County Medical Society Stanislaus Medical Society

Southern California CV Training– April 1-3, 2013

Basic, refresher, and module-specifi c training

Hosted by OCMA

3-day training event covering CV basics, fi nance, committees, and events

Northern California CV Training – May 8-10, 2013

Basic, refresher, and module-specifi c training

Hosted by CMA

3-day training event covering CV basics, fi nance, committees, and events

Membership CV Training – July 30, 2013

Membership Tools & Resources

Just prior to Membership Summit

Will focus on specifi c tools and resources

Useful for membership coordinators, county execs, and staff

Euclid’s User Group Meeting - November 4-6, 2013

Join the Euclid sta� 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-profi ts 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.

Bethesda, MD

Future 2013 Training Events to be scheduled based upon demand.

CV Users GroupWe 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

CV Conversion Status

CVUSER

SUPPORT

2013 CV Training Schedule*

Personalized TrainingOnsite training at county location

Online Go-To-Meeting session

Module-specifi c training

(e.g. events, fi nance, report writer)

800-number telephone support

CV Users group