Software Training

Offered as Public and Online

Berkshire provides training on all balanceWORKS products. Regulatory requirements can be complex, and understanding how to use the software is critical to the successful application of your investment.

"My overall experience with Berkshire was excellent. I found them to be extremely knowledgeable, organized, service oriented, providing great software products, thorough in training..."

Mary E. Atteberry-White
Director of Human Resources
Eastern Savings Bank, FSB

balanceAAP Training

To get the most out of your investment in balanceAAP, we recommend starting with training. You'll be prepared and armed with the skills you need to complete your plan, year after year. The training classes offer practical guidance users need to automate the AAP process.

How you will benefit:

Learn how to automate your plan preparation process by taking advantage of balanceAAP training classes. You'll become adept at using the application while gaining an understanding of its capabilities. You'll get the most out of your purchase by giving yourself the right start. Users learn each section of balanceAAP and gain hands-on experience creating a sample plan. The training will take you from importing and editing data, to creating narratives. After completing the training, you'll have the knowledge needed to safeguard your organization by creating a plan that meets technical requirements of AA regulations.

Topics Covered:

  • Overview of balanceAAP
  • Using balanceAAP to ensure data accuracy
  • Determining Availability, Utilization, and Goals
  • Creating the Organizational Profile and Establishing a History Source
  • Understanding balanceAAP Reports and Creating Narratives

NOTE: This course requires an active subscription to balanceAAP Software. Please speak with your account executive for more information.

Public Training

This course is offered throughout the year in a Public setting on the following dates.

Sign Up For One of the Courses Below

Additional Options

Can't come to see us in person? We have several options to fit all needs.

One-on-One Online Training

Learn how to use balanceAAP during online instruction from an AA expert. Learners will use a sample data set to walk through the AAP process in 2 one-on-one virtual sessions.

$995 per person

To register for One-on-One Online Training, please contact berkshire at 800.882.8904 or

Private Training

Does your organization have more than one person who needs to learn how to use balanceAAP? We can deliver our public class in a private session that allows you and your team to learn the software together. Private sessions can be conducted at berkshire, at your office, or at a location of your choosing.

Please call berkshire at 800.882.8904 to discuss Private Training and for pricing. 

"I have always enjoyed the on-site training that we have received from berkshire...

the software is very easy to use, and I appreciate the help I have received from the technical support team."

Kim Killen
HR/Benefits Administrator
Knouse Foods