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Quick grab and go breakfast options for preconference attendees only.
Speakers
Andrew Alter, Software Instructor, Blackbaud
Some reporting requests are very specific.
If you’ve ever struggled to build a custom report, then you may need to learn about using chart organizers. Learn what chart organizers are used for, the tools available to help streamline their construction, and see all the ways you can ensure what you build will work for your audience!
Learning Objectives
- Describe the objective of chart organizers
- Practice using chart organizer shortcut tools
- Build a default chart organizer
- Explore troubleshooting options for chart organizers
Eligible for 1.5 NASBA CPE Credits
Speakers
Maire Moriarty, Instuctor, Blackbaud
Do you want to utilize Financial Edge NXT more efficiently? Maximize your usage of Financial Edge NXT and transition smoothly from database view to web view.
Learn how to use Financial Edge NXT to facilitate the needs of your organization. Explore all of the functionalities that Financial Edge NXT offers and learn tips, tricks, and shortcuts from an experienced instructor.
Learning Objectives
- Understand the functionalities of Financial Edge NXT
- Navigate and use web view efficiently
- Determine when to use the two views of Financial Edge NXT
- Find technical support and useful resources
Eligible for 1.5 NASBA CPE Credits
Speakers
Chrissy Haskell, Instructor, Blackbaud
Ever wish you could make operations run more smoothly?
In this course, learn how to structure policies and procedures regarding constituents for your Raiser’s Edge NXT database. Distinguish key fields for constituent records. Consider address and salutation requirements for optimal communication and precise data. Plan out an organizational strategy for updating constituent information.
Accurate constituent records don’t happen by accident.
In this course, learn how to maintain constituent and relationship records using Raiser’s Edge NXT. Strengthen donor relationships with up-to-date constituent information. Determine which events in a constituent’s life should be recorded in your database. Discuss best practices for your organization’s policies and procedures.
Speakers
Kimberly Piecuch, Software Instructor, Blackbaud
Are you responsible for your Raiser’s Edge NXT database but aren’t sure where to begin?
In this course, learn how to manage user access and permissions, data health, and more in Raiser’s Edge NXT web view. You will also learn how to identify and merge duplicate records.
Speakers
Aline Lilwall, Solutions Engineer, Blackbaud
Stewardship is a crucial component of fundraising.
Steward your donors effectively with gift receipts and giving statements. In this course, learn how to draft and send gift receipts by email. You also learn how to create giving statements for multiple gifts to send to your donors.
Speakers
Henry Wiencek, Software Instructor, Blackbaud
Have you been using Raiser’s Edge database view for some time and want to see what web view is all about?
In this course, learn how to navigate web view in Raiser’s Edge NXT. Compare and contrast the similarities and differences between database view and web view. Learn the additional functionality available in web view. After class, decide which view will help you perform your tasks efficiently and effectively.
Speakers
Naomi Harding, Software Instructor, Blackbaud
Every teacher knows how important it is to keep a variety of tools in their teacher toolbox.
In this course, learn how to efficiently build and manage online assessments. Evaluate student submissions and monitor student progress on assessments. Engage participants in online discussions and manage student participation.
Speakers
Amy Matthews, Software Instructor, Blackbaud, Inc
Would you like to improve your school’s contract forms?
In this course, learn how to enhance and personalize contract forms and navigate commonly faced scenarios. Critique and enhance a subpar contract so that you feel prepared for your school’s contract season.
Speakers
Jacqueline Jaubert, Software Instructor, Blackbaud
Efficiently communicating with donors is essential to the success of your organization.
In this course, learn how to quickly and economically create documents and letters to send to constituents. Use the Mail Merge Wizard to quickly create basic merge documents. Manually insert merge fields and map them to a spreadsheet with relevant information. Create envelopes for sending letters. Use a template to create labels.
Speakers
Marie Broek, Senior Software Instructor, Blackbaud
Importing data into your Blackbaud solutions will save time and effort.
In this course, learn how to prepare your Excel spreadsheets for transferring data into a Blackbaud product. Add and edit header rows in a spreadsheet to fit your product needs. Prepare your data by aligning your columns to suit the required fields within your Blackbaud product. Review spelling and numbering consistency tools within Excel.
Speakers
Rich Waldmann, Software Instructor, Blackbaud
Drastically reduce the time you spend cleaning up cluttered raw data by harnessing the power of Microsoft Excel’s built-in Power Query. With Power Query, you can script your own step-by-step alterations to view your data the way you need it.
In this course, identify which types of source data you can modify with Power Query. Explore the options contained within the Power Query Editor. Clean up messy raw data with a few quick steps. Transform and adjust your data for readability, importing, or reporting.
Solutions: Blackbaud CRM, SKY API, Blackbaud CRM Software Development Kit (SDK)
Skill Level: Intermediate / Fusion Code (a combination of low and pro code techniques)
Discover the full array of options available to Blackbaud CRM customers to customize their UI, manage data, and build workflows. Your instructor will teach about the varieties of use cases you can achieve using both Blackbaud CRM SDK and SKY API approaches. And you’ll learn the basic skills you need to succeed in using each of these methods in this hands-on session.
Topics covered in this course include:
- Introduction to SKY API for Blackbaud CRM
- Using SKY API to Automate Tasks and Workflows
- Introduction to the Blackbaud CRM SDK
- Building Custom Queries in SDK
- Building CLR Specs in SDK
- Building Custom Lists in SDK Deployment
Plus meet your peers, network, and get great ideas for more automation and customization projects you can bring back to your own organization.
Solutions: Microsoft Power Apps, Microsoft Power Automate, SharePoint, SKY API, Raiser’s Edge NXT (Note: While use cases are Raiser’s Edge NXT-focused, the skills we teach are universal. So Financial Edge NXT customers can still benefit from this workshop!)
Skill Level: Beginner / Low-code
Learn a skill at bbcon that for many has proved career-defining. Join experts from Blackbaud and Microsoft and discover the power of low-code app development – and create practical solutions you can use today. In this hands-on workshop, you'll build your own app, connect it to Blackbaud data, and deploy it into your solution to automate a key nonprofit business process. With personal coaching you’ll develop new skills, create your first apps, and learn to apply these techniques to build more automation projects once you get home.
You will create the following application during the workshop:
- Create a Power App to gather common donor service requests from your Raiser’s Edge NXT users, such as biographical, contact information, deceased notification updates
- Connect your Power App to your Raiser’s Edge NXT data
- Create a Power Automate workflow for processing the donor service requests including Approvals and an Action audit trail
- Deploy your app to Raiser’s Edge NXT so users can interact with it directly on a constituent record
Plus meet your peers, network, and get great ideas for more automation and app projects you can bring back to your own organization.
Solutions: Microsoft Power Apps, Microsoft Power Automate, Dataverse, AI Builder, SKY API, Raiser’s Edge NXT (note Financial Edge NXT customers will still benefit from the skills in this workshop despite the use cases being RE NXT focused),
Skill Level: Intermediate/ Low-code
Join Blackbaud and Microsoft experts as they provide you with a guided tour and immersive experience using the latest AI technology available for the Microsoft Power Platform. In this hands-on workshop, you'll get personal coaching as you build your own apps to automate key nonprofit business processes, as well as develop skills to apply low-code app development to even more automation projects. This workshop is intended for low-coders who already have some proficiency with Microsoft Power Apps and Power Automate.
You will create the following applications during the workshop (and maybe more!):
- Donor service chat bot that will register a donor for an upcoming event
- Automatically scan a pledge card and create a gift in Raiser’s Edge NXT
- Scan incoming emails from donors and categorize them for follow-up based on sentiment analysis
Plus meet your peers, network, and get great ideas for more automation and app projects you can bring back to your own organization.
Speakers
Andrew Alter, Software Instructor, Blackbaud
What is the key to telling your organization’s financial story?
You will begin your journey into building the two essential financial statements every organization produces: the balance sheet and the income statement.
A general understanding of chart organizers is recommended prior to taking this class.
Learning Objectives
- Locate key financial statements
- Create a basic balance sheet
- Create a basic income statement
Eligible for 1.5 NASBA CPE Credits
Speakers
Maire Moriarty, Instuctor, Blackbaud
No matter how big or small your organization is, we all need a little help from vendors.
Keeping a clean and updated set of vendor records ensures a seamless payables process. Learn about the order of the payables process in Financial Edge NXT, explore vendor records and their contents, and practice adding and updating vendor records with even the smallest detail.
Learning Objectives
- Navigating the vendor list
- Creating new vendor records
- Exploring the tiles available on a vendor record
- Updating vendor records with new information
Eligible for 1.5 NASBA CPE Credits
Speakers
Henry Wiencek, Software Instructor, Blackbaud
Are you ready to optimize and organize your fundraising methods?
In this course, learn how to effectively use Actions within your Raiser’s Edge NXT database, for efficient communication and improved fundraising. Delve into the available Action categories and types to determine which are beneficial for your organization. Practice adding Actions and configuring the database for management and follow-up. Find out how to share Actions between fundraisers for better collaborative success.
Speakers
Amy Matthews, Software Instructor, Blackbaud, Inc
Strategizing your donor acquisition and retention is vital to creating a successful fundraising strategy.
In this course, we discuss how to identify your best prospects and move them through the moves management process. Understand your options for setting up Raiser’s Edge NXT to optimally capture data and easily identify the status of constituents as they progress through your organization’s moves management process.
Speakers
Matt Connell, Software Instructor, Blackbaud, Inc.
Ever wish you could make operations run more smoothly?
In this course, learn how to structure policies and procedures regarding constituents for your Raiser’s Edge NXT database. Distinguish key fields for constituent records. Consider address and salutation requirements for optimal communication and precise data. Plan out an organizational strategy for updating constituent information.
Speakers
Chrissy Haskell, Instructor, Blackbaud
Ever wished you could solve problems before they happened?
In this course, learn how to create policies and procedures regarding gifts for your Raiser’s Edge NXT database. Identify important gift fields for your organization’s fundraising success. Plan out an organizational strategy for accepting gifts. Discuss best practices for gift entry and adjustment.
Speakers
Aline Lilwall, Solutions Engineer, Blackbaud
Make your donation forms an invitation—not a barrier—to online fundraising. In this course, learn how to use Raiser’s Edge NXT to create easy to use, mobile-responsive donation forms that match your organization’s branding. ExXplore how Raiser’s Edge NXT updates and creates records for online donations and how to track your online fundraising efforts with reporting.
Speakers
Kimberly Piecuch, Software Instructor, Blackbaud
Are you effectively keeping up-to-date with your prospects?
In this course, learn how to create and maintain prospect information and opportunities in Raiser’s Edge NXT. After researching prospective donors, learn how to keep track of their information, classification, and status within your moves management process. Discover how to create and link a gift to an opportunity. Determine your analysis needs for prospect and opportunity reporting.
Speakers
Naomi Harding, Software Instructor, Blackbaud
Would you give your school’s grading processes an A+?
In this course, take a deep dive into grade settings, develop strategies to make initial setup easier, distinguish key differences between Grading Managers and faculty members, and create and generate grade calculations. Discuss how all grading components work together to create a seamless process.
Speakers
Marie Broek, Senior Software Instructor, Blackbaud
There are plenty of ways to get your Excel spreadsheets looking their best.
In this course, identify the main types of formatting within a spreadsheet. Utilize conditional formatting and sparklines within an Excel spreadsheet. Use page format settings to get your spreadsheets looking the way you want.
Speakers
Rich Waldmann, Software Instructor, Blackbaud
A lot of our time is spent trying to notice trends within our spreadsheet data, to varying degrees of success. But with Microsoft Excel's built-in PivotTables, you can narrow down and focus on the data most important to you. In this course, explore the benefits when a PivotTable would be helpful. Understand the PivotTable workflow. Create and modify PivotTables. Summarize and analyze your data with filters and slicers. Visualize your PivotTable table with a PivotChart.
Speakers
Jacqueline Jaubert, Software Instructor, Blackbaud
Importing data into your Blackbaud solutions will save time and effort.
In this course, learn how to prepare your Excel spreadsheets for transferring data into a Blackbaud product. Add and edit header rows in a spreadsheet to fit your product needs. Prepare your data by aligning your columns to suit the required fields within your Blackbaud product. Review spelling and numbering consistency tools within Excel.
Speakers
Maire Moriarty, Instuctor, Blackbaud
Some reporting requests are very specific.
If you’ve ever struggled to build a custom report, then you may need to learn about using chart organizers. Learn what chart organizers are used for, the tools available to help streamline their construction, and see all the ways you can ensure what you build will work for your audience!
Learning Objectives
- Describe the objective of chart organizers
- Practice using chart organizer shortcut tools
- Build a default chart organizer
- Explore troubleshooting options for chart organizers
Eligible for 1.5 NASBA CPE Credits
Speakers
Andrew Alter, Software Instructor, Blackbaud
Want to view your Financial Edge NXT data in easy-to-understand charts and tables?
In this course, learn how to differentiate the options in the Analysis menu. Use and customize standard dashboards to fit your data requirements. Explore the Dashboard builder and build your own custom dashboards.
Learning Objectives
- Review dashboard composition
- Filter standard dashboards
- Create custom dashboards
Eligible for 1.5 NASBA CPE Credits
Speakers
Matt Connell, Software Instructor, Blackbaud, Inc.
Ever wished you could solve problems before they happened?
In this course, learn how to create policies and procedures regarding gifts for your Raiser’s Edge NXT database. Identify important gift fields for your organization’s fundraising success. Plan out an organizational strategy for accepting gifts. Discuss best practices for gift entry and adjustment.
Speakers
Aline Lilwall, Solutions Engineer, Blackbaud
Is planning your event an event in itself?
In this course, learn how to streamline your event creation, registration, and check-ins with web view functionality
Speakers
Kimberly Piecuch, Software Instructor, Blackbaud
Each tool within Raiser’s Edge NXT is designed to make your job easier. Utilizing tools together can increase efficiency and overall satisfaction.
In this course, expand your knowledge of different tools within Raiser’s Edge NXT and explore their versatility when used in tandem. Learn how to identify tool best practices. Select the best tool or tools by task. Practice executing advanced scenarios for optimal results.
Speakers
Chrissy Haskell, Instructor, Blackbaud
Have you been using Raiser’s Edge database view for some time and want to see what web view is all about?
In this course, learn how to navigate web view in Raiser’s Edge NXT. Compare and contrast the similarities and differences between database view and web view. Learn the additional functionality available in web view. After class, decide which view will help you perform your tasks efficiently and effectively.
Speakers
Henry Wiencek, Software Instructor, Blackbaud
Take time to simplify the complicated.
In this course, learn how to provide fundraisers with a prescriptive set of actions with workflows in Raiser’s Edge NXT. Plan and develop multistep workflows to guide fundraisers at your organization. Apply the workflows to constituents to meet specific sets of criteria.
Speakers
Naomi Harding, Software Instructor, Blackbaud
There are an infinite number of items on every teacher’s daily checklist. First and foremost, what are the students doing today and how well are they doing it? Teachers must maintain innumerable assignments and respective rubrics to run a successful classroom.
In this course, learn how to efficiently manage online assignments and assignment rubrics. Post, score, and view assignments in one central location. Use annotation tools and rubrics to critique and evaluate student submissions.
Speakers
Amy Matthews, Software Instructor, Blackbaud, Inc
Navigating the deeper twists and turns of the admissions process can be wild for both schools and candidates. Like any great adventure, a tour guide can really come in handy!
In this course, practice entering inquiry forms, design tailored applications, and utilize checklists for tracking candidate actions. Understand more detailed options for decisions and financial aid determinations and renovate a poorly designed Contract Form. Review steps for ongoing maintenance of candidate journey and visit the parent perspective of the candidate’s application process.
Speakers
Rich Waldmann, Software Instructor, Blackbaud
One of the biggest strengths of Excel is the ability to perform common and complex calculations.
In this course, learn to identify functions and formulas. Discover and utilize the function library to easily add or create calculations to your spreadsheet cells. Utilize the IF function within a spreadsheet. Practice entering custom formulas into spreadsheet cells. Explore how to use the VLOOKUP function within your spreadsheet.
Speakers
Marie Broek, Senior Software Instructor, Blackbaud
A lot of our time is spent trying to notice trends within our spreadsheet data, to varying degrees of success. But with Microsoft Excel's built-in PivotTables, you can narrow down and focus on the data most important to you. In this course, explore the benefits when a PivotTable would be helpful. Understand the PivotTable workflow. Create and modify PivotTables. Summarize and analyze your data with filters and slicers. Visualize your PivotTable table with a PivotChart.
Speakers
Jacqueline Jaubert, Software Instructor, Blackbaud
Organizing documents in a methodical way will increase their readability and impact.
In this course, learn to use columns and arrange text to create a unique document structure. Create visually appealing callouts. Create a Microsoft Excel chart to easily display data. Set up a table to shape how information is displayed. Explore how to customize indents with bulleted lists.
Speakers
Maire Moriarty, Instuctor, Blackbaud
Balance is essential in life and in accounting.
Having the proper tools at hand and knowing how to use the tools is the best way to prepare to reconcile your bank statement to your bank account in Financial Edge NXT. In this course, learn to use the Reconcile feature to streamline your monthly process.
Learning Objectives
- Locate the tool necessary for reconciling
- Walk through the steps of reconciling in a sample database
- Generate reconciliation reports after reconciling
Eligible for 1.5 NASBA CPE Credits
Speakers
Kimberly Piecuch, Software Instructor, Blackbaud
What is the key to telling your organization’s financial story?
You will begin your journey into building the two essential financial statements every organization produces: the balance sheet and the income statement.
A general understanding of chart organizers is recommended prior to taking this class.
Learning Objectives
- Locate key financial statements
- Create a basic balance sheet
- Create a basic income statement
Eligible for 1.5 NASBA CPE Credits
Speakers
Andrew Alter, Software Instructor, Blackbaud
Need to get more out of your dashboards? Look no further than Insight Designer, an optional additional feature available for purchase. With Insight Designer for Financial Edge NXT, you can create the insights you need for your custom dashboards in order to get the most out of your data.
In this course, identify when and how you might use custom insights. Determine whether this feature will help your organization. Choose appropriate measures, attributes, and filters. Traverse the Insight Designer Canvas. Utilize your insights on a custom dashboard.
Learning Objectives
- Recognize which situations require custom insights
- Choose appropriate insight types to accurately visualize data
- Streamline insights and insight measures with attributes and date filters
- Adjust configuration options
Eligible for 1.5 NASBA CPE Credits
Speakers
Chrissy Haskell, Instructor, Blackbaud
Strategizing your donor acquisition and retention is vital to creating a successful fundraising strategy.
In this course, we discuss how to identify your best prospects and move them through the moves management process. Understand your options for setting up Raiser’s Edge NXT to optimally capture data and easily identify the status of constituents as they progress through your organization’s moves management process.
Speakers
Jacqueline Jaubert, Software Instructor, Blackbaud
Are you responsible for your Raiser’s Edge NXT database but aren’t sure where to begin?
In this course, learn how to manage user access and permissions, data health, and more in Raiser’s Edge NXT web view. You will also learn how to identify and merge duplicate records.
Speakers
Aline Lilwall, Solutions Engineer, Blackbaud
Reduce paperwork, improve data accuracy, and increase event attendance by giving event attendees the ability to register for events online.
In this course, learn how to set up and build mobile-responsive online event registration forms that match your organization’s branding. Explore how Raiser’s Edge NXT updates and creates participant and guest records for event registrations that are submitted via event registration forms.
Note: The event registration forms feature is currently available only to United States customers.
Speakers
Henry Wiencek, Software Instructor, Blackbaud
Everyone likes to be welcomed when they join something new. Every organization should have an email welcome series to greet new constituents and new donors, but few do.
In this course, learn how to plan and create engaging email welcome series initiatives targeted to your supporters. Build email messages in line with your welcome series communication strategy. Then use workflows to design scheduled sequences of automated emails aimed at motivating and retaining your new constituents and donors.
Speakers
Amy Matthews, Software Instructor, Blackbaud, Inc
Ready to make inquiry and application forms your school’s specialty?
In this course, learn how to enhance form design, utilize form features correctly, and develop a process for data collection. Brainstorm tactics to boost inquiry form submissions and capture candidate information through application forms.
Speakers
Rich Waldmann, Software Instructor, Blackbaud
One of the biggest strengths of Excel is the ability to perform common and complex calculations.
In this course, learn to identify functions and formulas. Discover and utilize the function library to easily add or create calculations to your spreadsheet cells. Utilize the IF function within a spreadsheet. Practice entering custom formulas into spreadsheet cells. Explore how to use the VLOOKUP function within your spreadsheet.
Speakers
Matt Connell, Software Instructor, Blackbaud, Inc.
Drastically reduce the time you spend cleaning up cluttered raw data by harnessing the power of Microsoft Excel’s built-in Power Query. With Power Query, you can script your own step-by-step alterations to view your data the way you need it.
In this course, identify which types of source data you can modify with Power Query. Explore the options contained within the Power Query Editor. Clean up messy raw data with a few quick steps. Transform and adjust your data for readability, importing, or reporting.
Speakers
Marie Broek, Senior Software Instructor, Blackbaud
Make the data contained in your Excel spreadsheet look its best with impressive charts and tables.
In this course, explore the data visualization tools built into Excel. Create customizable charts with your spreadsheet data. Use historical data to build a forecast sheet to plan for the future.
Speakers
Caroline Blackwell, Vice President, Equity and Justice, National Association of Independent Schools
Susan Baldridge, Ph.D., Executive Director, The Association of Boarding Schools
John Yen, Director of Technology, Polytechnic School
Michael Morrisette, Product Manager and Co-chair, Blackbaud
Mark Davis, VP Head of Education Products, Blackbaud
Victoria Marchand, Director of Optimization Services, Blackbaud
How can technology and data advance a culture of belonging in education? How do diverse voices and experiences strengthen a community? Diversity can refer to any distinction between individuals, including religion, race, ethnicity, sex, gender identity, gender expression, sexual orientation, socioeconomic status, neurodiversity, disability, and more. Join our panel of experts to discuss not only how to build belonging in your processes, policies, and daily operations, but also how to communicate with one another across those differences and why doing so is imperative for your organization to thrive.
Brunch will be served with this event.
Speakers
Scott Brown, Partner, PKF O'Connor Davies, LLP
Heather LeVan, Principal Product Marketing Manager, Blackbaud
Holly Parrish, Senior Consultant, JCA
Greg Sheppard, Director, Financial Solutions, US Sales
Gina Brown, Director of Finance and Compliance, Firehouse Subs Public Safety Foundation, Inc
Kristin Gilbert, Operations Manager, Headwaters Foundation for Justice
Emily Scott, Director of Finance, Headwaters Foundation for Justice
Stephanie Skryzowski, Founder & CEO, 100 Degrees Consulting
Change management…finance is not only at the table, but they’re also often leading the conversations. They can advise on how a proposed solution would integrate with the existing tech stack and the ROI of adding something that may not integrate or “play well” with existing solutions. Join Blackbaud's Heather LeVan as she leads a panel discussion with thought leaders, Stephanie Skryzowski, Holly Parrish, Scott A. Brown and more, as we explore the business office's role in the software selection process and discuss how to have an active and productive voice when you are (finally) welcome at the table.
Brunch will be served with this event.
Speakers
Brandolon Barnett, Head of Innovation & Philanthropy, Author
Join us for a session that weaves a personal journey from poverty, loss, and adversity to a career at the intersection of social impact and technology. This will be an honest and authentic conversation about the many obstacles confronted by under-resourced individuals and organizations striving to help drive social change. We'll delve into both the risks of AI and the potential rewards that could come from leveraging these newly accessible technologies to build a better world through equitable innovations. Together, we'll explore answers to the question - how might AI make the hard work of impact, and the often difficult paths to that work, easier and more accessible for us all?
Brunch will be served with this event.
Speakers
Allison Fine, President, every.org
Beth Kanter, Author, Facilitator, and Trainer, Beth Kanter
Artificial intelligence promises new models of fundraising, using machine learning to drive better outcomes. Generative AI—which is capable of producing content in response to prompts—provides fundraisers with exciting new opportunities to personalize their constituent experience and redesign workflows and jobs. Generative AI is more than a trend, it’s a pathway to redesign your workflows with a human-centric approach, freeing staff to take on greater challenges.
Brunch will be served with this event.
Confidently walk into the future with expert insights into the wide range of possibilities to improve outcomes, how to thoughtfully adopt new generative AI technologies, and unleash your fundraising potential.
Speakers
Mike Gianoni, President & CEO, Blackbaud
Sudip Datta, Chief Product Officer, Blackbaud
Kevin McDearis, CTO, EVP, Blackbaud
Blackbaud tech leaders will share recent enhancements and exciting announcements. You’ll hear how we’re incorporating groundbreaking new AI capabilities across our portfolio, how we’re delivering on our vision of connected systems that unleash resources across the social impact sector, and how we’re growing our flexible ecosystem.
This session will be livestreamed to virtual audience at time of broadcast and available through virtual pass on November 6.
Grab coffee and light refreshments on the go.
Speakers
Andrew Menke, Director of Accounts, Prenger Solutions Group
Nic Prenger, Founder & CEO, Prenger Solutions Group
Everyone knows that wealth research can help with major gift fundraising. But did you know wealth research data can be used to improve your direct mail and digital fundraising? In this practical, data-driven session Nic Prenger and Andrew Menke will share how one nonprofit used data from predictive analytics from Blackbaud to boost their annual appeal by more than million a year. Attendees will learn how to use wealth research data to increase donations on their next fundraising appeal. Nic and Andrew will also share data on how much you can realistically increase a donor’s giving from one year to the next and unveil their latest research into which donor group is most likely to increase their giving.
Speakers
Ian Craddock, Principal Product Manager - AI/ML, Blackbaud
The history of generative AI dates back all the way to the 1950s. But a series of breakthroughs—including several over just the last decade—have catapulted AI to the forefront of our public consciousness. Much of the public discourse currently revolves around natural language models, and you’ve probably read commentary positing that ChatGPT offers a solution to virtually every problem. But capabilities and potential of AI are complex; business leaders must think carefully about the best role for these new technologies in their future strategy. Drawing from experience during and prior to his role as a product manager at Blackbaud, Ian Craddock will share an overview of some of the most significant milestones in AI development over his career. Ian will also discuss Blackbaud’s approach to utilizing AI and lay out an outcomes-based framework for leaders in the social impact space to identify the best opportunities to apply AI at their own organizations.
Speakers
Charlotte Kresse, Co-Founder, Raise HECK
Erik Leaver, Product Manager, Innovation, Blackbaud
Sally Heaven, Co-Founder, Raise HECK
Blackbaud's Luminate Online and Luminate TeamRaiser Benchmarks Reports are chock-full of information about how nonprofit fundraising and engagement performed in 2021 and 2022. Fundraising was upended in 2020 and the two years that followed document the industry's reconfiguration into a new normal. Sliced by vertical and diced by file size, there's something for everybody here!
Speakers
Mark Becker, Founding Partner, Cathexis Partners
How can you get low-engagement constituents to re-connect with your organization? Re-engagement campaigns can help your organization to connect with constituents who have not interacted with your organization recently. In this session, you’ll learn how to set up targeted email campaigns in Luminate Online to re-ignite your relationship with low-engagement constituents.
Speakers
Amanda Brown, Dir, Philanthropy Data and Tech Solutions, The Nature Conservancy
Is all that data in your CRM still serving a business purpose? In preparation for moving their self-hosted Blackbaud CRM system to the cloud, the Nature Conservancy embarked on a deep evaluation of all the data contained in their CRM. This presentation will cover the steps they took in this evaluation, where they were able to make significant improvements in reducing data, and recommendations for your organization to do a similar evaluation.
Speakers
Steve Fennell, Director of Software Engineering, Blackbaud
John Humphreys, Sr. Manager - Product Management, Blackbaud
Mina Mistry, Product Manager, Blackbaud
Discover the power of Blackbaud Payment Services in empowering nonprofits to achieve their goals. Join our Payments Keynote session presented by the Blackbaud Payments Product team. Learn how our comprehensive payment solution streamlines donation collection, event registrations, and more, while maximizing revenue and donor engagement. Get inspired by real-world success stories and stay ahead with the latest innovations in the payment landscape. Unleash the full potential of Blackbaud Payment Services for your nonprofit organization.
Speakers
Krista Matia, Business Consultant, Principal, Blackbaud Inc
Only 40% of nonprofit CEOs say their boards actively fundraise. We will discuss how to create a simple, yet actionable, fundraising strategy for your board members. Once a strategy is set, learn about the resources needed to put that plan into action: training, “ride alongs”, goal development, data management, and reporting. With a strategy in place, the right data points, and adding in some fun along the way, you can use their why to help your board members be the best fundraisers they can be.
Speakers
Stephanie Skryzowski, Founder & CEO, 100 Degrees Consulting
In this engaging and informative session, we will delve into the challenges faced by nonprofit leaders who find themselves wearing multiple hats as CFOs, controllers, and bookkeepers. We will explore the struggles of presenting complex financial information to leadership and board members, and discuss effective strategies to help them truly grasp the numbers. Attendees will gain valuable insights into organizing their workload on a monthly basis amidst a whirlwind of responsibilities. Finally, we will emphasize the importance of building a robust forecast that tracks future revenue, expenses, and cash, including grant management, empowering financial professionals to make informed decisions and drive their organization's success.
This session is equal to one CPE credit.
Speakers
Linton Myers, Director, Innovation & Incubation, Blackbaud
Kelley Hecht, Principal Strategic Advisor, Nonprofits, Amazon Web Services (AWS)
Hear from a panel of Blackbaud innovation experts and technology partners on how to create and measure a culture of innovation. Take away tools and specific examples that can help your organization kickstart innovation in any aspect of your business (e.g. technology, fundraising, operations).
Speakers
Hiram Cuevas, Director of Information Systems and Academic Technology, St. Christopher's School
Graham Getty, Chief Technology Officer, St. Albans School
In this thought-provoking session, we will delve into the transformative potential and challenges of Artificial Intelligence (AI) in education. While AI offers exciting opportunities for personalized learning and efficiency, it is crucial to approach these technologies responsibly. Join us as we explore the benefits of AI in tailoring content to individual student needs and enhancing engagement, while critically examining concerns such as, data privacy, algorithmic bias, and the human element of teaching. Don't miss this opportunity to gain insights and foster a constructive dialogue on the role of AI in your school.
Speakers
Aaron Wachholz, Product Manager, Blackbaud
Raquel Ochoa, Assistant Director of Admissions and Outreach, Geffen Academy at UCLA
Join Aaron Wachholz—former National Director of Client Success at NAIS and current Blackbaud Product Manager—for a deep dive into financial aid. Discover how schools are using financial aid for strategic recruitment and retention, best practices in process improvement, and how financial aid affects your school's bottom line.
Speakers
Brenda Noiseux, Product Team Lead, Financials & Grantmaking, Blackbaud
Many grantmakers face the challenge of balancing the need to collect data on impact and grant outcomes, while not overburdening their nonprofit partners. In this session, we'll share insights and lessons learned for measuring impact in meaningful ways.
Speakers
Naomi Harding, Software Instructor, Blackbaud
Are you a Raiser’s Edge NXT database manager or user who spends most, if not all, of your time in the database view? This session will focus on how to begin and continue using webview in ways that will benefit your role and your organization’s fundraising results. You will leave this session with tips to integrate into your daily work.
Speakers
T. Scott Blair, Senior Director of Advancement Systems & Analytics, Gonzaga College High School
Mike Hanagan, Director of Enrollment Management and Strategic Initiatives, Personal
Lashieta Rogers, Revenue Streams Manager, Gonzaga College High Scool
At a time when schools are experiencing increased competition and greater expectations from their constituencies, it’s essential to focus on the work that makes a K–12 school run smoothly for both families and employees. Having coordinated Admissions and Business Offices when it comes to leveraging information systems can alleviate pain points and deliver on the high expectations of students, parents, and administrators.
Speakers
Elizabeth Bille, General Manager, Workplace Culture Network, EVERFI from Blackbaud
Ariana Moon, Head of Talent Planning & Acquisition, Greenhouse Software
Research has clearly shown that companies with a more diverse, inclusive, and engaged workforce perform better. While many organizations are focusing on hiring, data has revealed that many employers seeking DEI progress overlook key steps that can reduce bias and increase diversity and inclusion. This session builds upon the learnings from the “Better Together” session to help companies develop holistic DEI strategies that can lead to increased innovation, retention, and employee satisfaction; better decision-making and profitability; and more. This requires a broader focus across the entire employee experience with initiatives that drive inclusion, employee engagement, purpose, and belonging. Key Takeaways: The speakers will share learnings, research, and benchmark data on what companies are and aren't doing to build a holistic DEI strategy that includes recruiting, hiring, onboarding, education, development, leadership involvement, employee resource groups and CSR/employee engagement initiatives. This session will help companies identify where gaps exist in their organizations and provide recommendations across each of these elements for action and accountability.
If your org has new challenges, then you need new, complementary solutions- and the companies chosen to participate in Blackbaud's Social Good Startup Program might just have the answers you're looking for.
Join the 2023 Startup Showcase event to hear from the companies in the January and July 2023 cohorts of Blackbaud's Social Good Startup Program as they pitch their impactful and innovative solutions to a panel of judges including Blackbaud's Catherine LaCour, Todd Lant and Jerry Needel.
Following Startup Showcase presentations, we encourage all attendees to visit the Innovation Hub in the Expo Hall during the conference to meet our founders, see product demonstrations and get your questions answered before voting for your favorites.
All bbcon attendees will have the opportunity to vote for their favorites following the event, with voting open for the duration of the conference and winners announced during our closing mainstage session.
Speakers
Patrick Deming, Sr. Solution Engineer, Omatic
Mike Sanders, CRO, Omatic
In today's nonprofit technology environment, organizations have more choices than ever to select the best tools to drive mission impact. Best-in-class applications are available to manage everything from online donations, events, volunteer programs, email marketing, peer-to-peer campaigns, and countless other functions. With over 80% of organizations using four or more applications, the need for integration has never been greater. Nonprofits understand that data must be connected, standardized, and consistent across all applications to provide the best experience to their supporters, but many struggle to make it happen. For 20+ years, Omatic has partnered with more than 3,000 nonprofits to solve integration and import challenges. Join our session to explore how Omatic connects your technology ecosystem to help your organization save time, reduce errors, and build stronger relationships with supporters at every touchpoint.
Speakers
Carlene Johnson, Independent Raiser's Edge and Fundraising Consultant, Next Level Services
Amy Barker, Database Administrator, Pine Street Inn
Maya Rosman, Senior Manager of Program & Systems, Wake Tech Foundation
Sunshine Reinken Watson, Donor Database Manager, Valleywise Health Foundation
Austen Brown, Database Consultant, Automation Engineer, Prenger Solutions Group
Heather MacKenzie, Database & Gifts in Kind Coordinator, Social Advocates for Youth
Patti Hommes, Development Manager, Jack & Jill Center
We invite you to engage with an all-star cast from 2022’s “Ask A Blackbaud Super User” networking sessions for an interactive panel discussion. Bring your questions about Raiser's Edge and other related technologies to the table. From SKY API to Raiser's Edge database view, this group will seek to answer any question you throw at them. This session promises to be lively, engaging, and full of laughs!
Speakers
Layla Ramirez, Director, DEIB, Justworks
Jim Willsey, Reporting Manager, HCA Healthcare
Jessica Clancy, SVP Corporate Social Responsibility, NBCUniversal
Although often siloed organizationally, the work of HR, DEI, and CSR are inextricably connected. Each area has a critical impact on employee engagement and satisfaction, retention, and feelings of purpose and belonging. Join this session to learn how the work of each area can be leveraged, supported, and reinforced for greater success and deeper impact. Key Takeaways: Employee engagement lives at the intersection of HR, DEI, and CSR Collaborative strategies provide a more holistic approach to connect employee passions and purpose to engagement, satisfaction, and retention There are critical connections between hiring, onboarding, benefits, retention, inclusion, engagement, purpose, and philanthropy that can be well orchestrated
Speakers
Matt Connell, Software Instructor, Blackbaud, Inc.
As a leader, what do you have in your leadership toolkit? It's not only crucial to coach your staff and continually evaluate your organization, but leaders need to self-coach and self-evaluate as well. How do you efficiently manage this effort, while following your mission and setting the right organizational, team, and personal goals? In this course, learn tips, tools, and best practices for coaching, strengthening your brand, and identifying your core values. We also discuss setting SMART goals for you, your organization, and your staff.
Speakers
Christin Grissom, Sr. Product Manager, Blackbaud
Randy Hashem, Solutions Engineer, Principal, Sales Enablement
How can your institution leverage Blackbaud Award Management to maximize fund utilization, put more money in students' hands, and tackle student debt? Discover real-life examples from Blackbaud clients including successful donor stewardship practices.
Speakers
Austin Ewachiw, Director of Technology, Calvert Hall College HS
Charlie Lytle, Manager, Solutions Consulting, Blackbaud
How often does the following happen: a colleague attends a conference, comes back with a head full of ideas, and wants to implement new technology right away! This happens all the time and can be incredibly frustrating for IT and business managers, especially when the technology they want already exists in your current tech stack or would not integrate properly with your other systems. It’s critical to have some guardrails to vet software solutions, guard against redundancies, and ensure tools are being used as intended. Learn how to document your current tech stack's capabilities and educate your school's leadership team so they understand how complicated and sophisticated data management can be. Learn how to help them understand the benefits and challenges of new software and avoid adding redundant tools or software that isn't built for a school’s specific needs.
Speakers
Christina Provost, Senior Director, Advancement CRM, University of Nebraska Foundation
Kate Nimety, President, Management Consulting, Zuri Group
The University of Nebraska Foundation is at the end of a three year digital engagement initiative focused on implementing tools to enhance digital engagement capabilities across the university system. This initiative has allowed for smoother data sharing, improved communication possibilities, and increased the ability to engage with university constituents. This project extends integration for BBCRM to email, events, crowdfunding, and texting programs. It also includes a new simple query tool customization. Learn best-practice strategies to apply to your organization.
Speakers
Katherine Halvorson, Director of Annual Giving and Engagement, Concordia College
Steph McCluskey, Manager, Analytics Services, Blackbaud
Are you focused on developing a pipeline of engaged alumni through data-driven practices? Does your team know how to engage and solicit different generations effectively? Join Concordia College as they reveal how they’ve built a team to address these challenging questions. Learn how they are using Blackbaud solutions to create an annual giving program that is focused on pipeline development through the lens of donor-centric, generational engagement.
Speakers
Mackenzie Giancarlo, Senior Fundraising Manager, Roswell Park
Karen Cincotti, Assistant Director Web & Operations, Roswell Park Alliance Foundation
As budgets for fiscal year 2021 were looking grim and our fundraising events taking major hits, we knew we needed to do something and different and decided to create a brand new event. That's when, Icecycle, an outdoor spinning event was launched. Set to be on ice during winter - and pandemic - in Buffalo, NY, we moved forward with a full plate of uncertainties (masks, lockdowns, etc.). Amazingly that first year we raised 0,000 with 400+ spinners. We just had our third event and raised over 0,000. Learn how we faced these challenges, pivoted toward creative and change, and as a result, succeeded in bringing a new, successful event to our portfolio!
Speakers
Kelly Merrion, Business Analyst, Blackbaud
SKY API makes it easier for customers to further expand and extend the capabilities of their solutions - allowing them to meet fundraising and constituent engagement goals, drive better outcomes, and achieve their missions. Altru customers can now access SKY API connectors to harness the low-code automation and application development capabilities of Microsoft Power Automate and Microsoft Power Apps, in addition to new and exciting partner-built applications in the Blackbaud Marketplace. In this session, Kelly Merrion will provide an overview of SKY API for Blackbaud Altru and introduce customer use cases for taking advantage of this new technology to attain organizational excellence.
Speakers
Katherine Liles, Solutions Consultant, Blackbaud
Katie Turner, Functional Solutions Expert, Sales Enablement
Alicia McCory, Relationship Manager Commerical Banking, Regions Bank
So many of our clients aren't using FENXT to its fullest capability. From underutilizing the Chart Organizer to not benefiting and maximizing the Dashboards functionality, there is a lot many are missing out on. Join two Blackbaud experts, Katie and Katherine, who will show you what you can truly get out of your system with the push of a button.
This session is equal to one CPE credit.
Speakers
Chrissy Haskell, Instructor, Blackbaud
Henry Wiencek, Software Instructor, Blackbaud
Join Blackbaud University instructors Henry and Chrissy as they walk through their favorite strategies for building and customizing Dashboards. The instructors will present unique tips that they typically wouldn’t cover in a standard BBU class, including how to effectively organize content, build unique parts and even incorporate custom fields into your dashboards. To close out, Henry and Chrissy will invite Blackbaud Grantmaking users to share their best practices and ask any questions they have!
Speakers
Jessi Walters, Senior Product Manager, Blackbaud
Stephen Boyle, Senior Product Manager, Blackbaud
Blackbaud's long-standing partner network includes Lunch, August Schools, BrightArrow, Almabase, Ubiq, Popsicle, Paycor, and more for individual yet complex functions schools need to manage their daily operations. Join two Blackbaud experts with a combined 20 years of experience in K–12 schools to learn how secure integrations with key specialty vendors can extend the value of your Blackbaud portfolio and truly provide a Total School Solution.
Speakers
Ben Hargrave, Senior Product Designer, JustGiving
Jamie Parkins, Head of Product, JustGiving
Social media plays a critical role in raising awareness and donations; JustGiving leverages this by specifically encouraging social sharing to broaden campaign reach. Our studies show that sharing on platforms such as Facebook or Twitter can boost fundraising by generating up to five new donations per share, valued at an average of each. To achieve success, nonprofits should simplify sharing processes, highlight the impact of sharing, and develop captivating content for supporters to disseminate. Join this session to learn how to utilize platforms like JustGiving to maximize your fundraising potential.
Speakers
Nicole Holt, Data Systems Project Manager, Preble Street
You want to take advantage of Microsoft Power Platform to save time, reduce errors and improve efficiency in your Development office--but where to start? In this session, Nicole Holt will share her journey of automating repetitive tasks using Raiser's Edge NXT, Microsoft Power Automate, and Microsoft Office apps: from simple gift notification emails to complex project management workflows. Power Platform integrations have changed the way Nicole approaches her work and greatly expanded her and her teams' ability to spend time on higher value tasks. She will share how she: Identifies pain points in development operations that represent opportunities for automation in areas like data quality, project management, donor segmentation, stewardship, and reporting Tests the effectiveness of new workflows Monitors and manages workflows from a central portal (and gets notifications when something goes wrong) Nicole will discuss challenges, successes, and tips learned along the way--and how integrations with Raiser's Edge NXT provided a use case for broader use of Microsoft Power Platform at her organization.
You, yes you, can help steer the future of product innovation at Blackbaud by volunteering your nonprofit sector expertise and product knowledge to aid user research efforts. Stop by the booth for a review of the user research process and sign up live for open research programs you can support and influence with your ideas!
The pinnacle of any bbdevdays event is the music and prizes! Come join us for a lighning round of DJ Music Trivia sponsored by our Good Move™ team. Track your activity to be entered to win exclusive swag and other prizes!
Curious how Blackbaud will incorporate more AI features into our products? Come see the newest features and what's coming next for AI at Blackbaud.
During today's breakfast, Gather together with other major giving, annual giving, and prospect research professionals to discuss how to use a variety of predictive models to drive fundraising success.. The conversation session Using Predictive Models for Fundraising Success will meet and connect at a reserved table during breakfast in the Marketplace. Please note that seating is limited.
Also during today's breakfast, join the conversation Raiser's Edge NXT User Group for Diocese Customers at a reserved table. Please note that seating is limited.
Speakers
Chaunté Lowe, Olympian, Author, Survivor,
Olympian, author and breast cancer survivor Chaunte Lowe will share her three keys to “boundless resilience.”
This session will be livestreamed to virtual audience at time of broadcast and available through virtual pass on November 6.
Grab coffee and light refreshments on the go.
Speakers
Leah Payne, Director of Prospect Management & Research, Longwood University
Carrie Goldberger, Principal Product Manager, Blackbaud
Are you ready to put artificial intelligence (AI) into action? Join us for a session on how to build trust with AI that is not only human-centered and responsible, but also effective and efficient. We'll discuss the importance of understanding when to use AI and how to get comfortable testing AI in various scenarios. We'll also examine the principles of responsible AI, the importance of AI literacy, and dive into the need for transparency, fairness, and ethical considerations in order to foster trust and appropriate use.
Speakers
Kalyan Kuchampudi, Co-Founder & CEO, Almabase
Jennifer Vincent, Account Executive, Blackbaud
If you were fundraising from alumni 20 years ago and you were suddenly transported to today as a fundraiser you’d be in a for a shock! The landscape couldn’t be more different. Learn why embracing digital is critical and how your peers are adapting their fundraising approach to today’s reality with practical tips and real stories.
Speakers
Erroll Amacker, Sales Manager, Invoice Automation, Paymerang
John Zaudtke, VP of Education, Paymerang
Institutions nationwide are leveraging new technologies in the age of doing more with less and curing the challenges of overwhelming work and limited staff and managing fraud prevention. With the role of the business office becoming more complex by the day, it’s imperative that efficient workflows are put in place. In this session, we’ll share strategic changes to spend less time on manual tasks and more time doing activities that better support your mission along with uncovering Paymerang tools that seamlessly integrate with Financial Edge NXT.
Speakers
Becky Kimball, Senior Principal Solution Architect, Sales Enablement
Spencer Lassen, Sr. Systems Consultant, Legacy Health
Alan Bowden, Senior Director Advancement Systems & Technology, Baylor University
Alan Weinberger, Exec Director of Technical Systems & Services, Syracuse University
Join our discussion featuring a panel of Blackbaud CRM customers for insightful dialogue and expert Q&A with Blackbaud CRM customers!
Speakers
Dereck Ostdahl, Business Intelligence Developer, North Dakota State University Foundation
Power BI is a powerful data visualization tool that can be used to create insightful reports and dashboards. This session will outline the approach we took at the NDSU Foundation to create a Metrics report that is used by development staff and senior leadership to monitor how specific goals are progressing throughout the year, with the main focus being on report design and functionality.
Speakers
Bruce Baughman, Sr. P2P Administrator, Susan G. Komen
Kent Gilliam, Customer Success Manager, Principal, Blackbaud
Troy Walker, Solutions Engineer, Principal, Blackbaud
Do-It-Yourself fundraising, or DIY fundraising, using Luminate Online and TeamRaiser can be an amazing opportunity when done correctly. This discussion will cover how to get started with a DIY fundraising campaign as well as an ongoing plan to support your fundraisers. How to work with partners, agencies, and Blackbaud will be covered. A thoughtful and well managed DIY fundraising program can lead to overall growth across your fundraising efforts - join to learn how.
Speakers
Christin Grissom, Sr. Product Manager, Blackbaud
Maya Rosman, Senior Manager of Program & Systems, Wake Tech Foundation
JoRene Finnell, Student Aid Specialist, Roane State Community College
Lacey Price, Scholarship Coordinator, Sam Houston State University
Becky Rine, Systems Coordinator, Fanshawe College
Kim Seagraves, Scholarship Coordinator, Virginia Commonwealth University
Danielle VanHorn, Product Manager, Blackbaud
Come learn and share best practices and tips regarding Blackbaud Award Management, that even a Power User will love!
Speakers
Laura Sonnee, Senior Customer Success Manager, Blackbaud
Nichols Condon, Principal Customer Success Manager, Blackbaud
Domenico Ruggerio, Executive Director, We Are Family
Join a discussion about incorporating DEI initiatives into your grantmaking program! During the session, we will explore how Blackbaud modified its program, the benefits of DEI in your philanthropic goals and the tips to getting yours off the ground. We will also chat with a leader in the DEI space about the impact corporate grants has had on his organization and the work they are doing in the community.
Speakers
Samantha McGuin, Senior Principal Product Manager, Blackbaud
Blackbaud's new Optimized Donation Form will soon be available for RENXT, Altru and BBCRM customers. In this session we'll take a deeper dive into the form, discuss some of the best practices built into the form design and talk about how this form uses data and A/B testing to optimize for larger average gift amounts and a higher conversion rate and provide the best experience to your donors. We'll also hear from an early adopter on how they're using this form within their overall donation strategy!
Speakers
Erik Leaver, Product Manager, Innovation, Blackbaud
Eric Oyler, Director, Digital Fundraising, Alzheimer's Association
Lindsey Pew, Senior Director, Development Operations & Digital Fundraising, American Cancer Society
Kelly Fleming, National Director, JDRF One Walk, JDRF
The top 30 Peer-to-Peer fundraising programs grew by over 18% in 2022, raising collectively .05 billion in 2022. Hear from three programs in the top ten to learn how they weathered the Covid storm, what helped them to grow in 2022, and what they have in store for 2023 and beyond!
Speakers
Amanda Foerstner, Solutions Consultant, Blackbaud
Jenn Haley, Solutions Engineer, Senior, Blackbaud
Aaron Wachholz, Product Manager, Blackbaud
Delve into crucial aspects of the admissions process and the tracking of financial aid during enrollment. Join us for an in-depth exploration of Blackbaud's Financial Aid Management solution, where we share valuable insights and uncover best practices for admissions. Gain a comprehensive understanding of how to optimize your admissions processes and effectively manage financial aid.
Speakers
Bill Connors, Independent Consultant on Raiser's Edge, Bill Connors CFRE
The social, cultural, and political environments we live in are ever-changing. As a result, our fundraising practices must adapt. That means our setup of Raiser’s Edge must adapt, too. “Mr. and Mrs. Robert Hernandez” doesn’t cut it anymore, but neither does a knee-jerk “globally change them all!” work either. We’ll discuss the fundraising and etiquette conversations you need to have with leadership to create a policy that addresses change, as well as the technical considerations and tools needed for updating RE to the current environment.
Speakers
Rosita Bradham, Customer Success Manager, Sr. Principal, Blackbaud
Katherine Liles, Solutions Consultant, Blackbaud
Do your finance and development departments struggle with managing grant awards? Do you use Blackbaud’s solutions to track your grant pursuits and awards, but you’re unclear on how it all ties together? In this session, we will discuss the best practices for managing grants using Blackbaud Solutions. First, we will review features and tasks specific to the grant pursuit, setup, and entry to the development and finance departments effectively manage your grant awards. However, the work doesn’t stop once you receive your grant funds. Next, we will review post-grant awards tasks, from tracking expenditures to reporting your outcomes to your donors.
Speakers
Chris Jarvis, Co-Founder, Chief Strategy Officer, Realized Worth | Executive Director, RW Institute, Realized Worth | RW Institute
Participation is critical to the success of any employee giving and volunteering program, but what drives employees to participate or decline to participate in your CSR programs? Join us as we answer this question. Make a shift from a transaction model of giving and volunteering to a transformative approach that provides immense benefits to corporate culture and impacts business goals for corporate community investment.
Speakers
Nancy Kierstead, Database Administrator, Severn School
Tom Mach, Director of Academic Data, Archbishop Spalding High School
Timothy Strunk, Director of Education Technology, Archbishop Spalding High School
Are you looking to streamline your data policies while improving data-driven decision-making? Join us for a panel discussion focused on creating, implementing, and sustaining a Data Committee at your school. This discussion will feature insights from schools that have successfully navigated this process, providing valuable guidance and strategies for optimizing data management and putting an end to your data woes.
Speakers
Jennifer Standley, Solutions Consultant, Blackbaud
Andy Fisher, Senior Principal Solution Consultant, Blackbaud, Inc
Join Blackbaud product experts, Andy Fisher and Jennifer Standley, to explore tips, strategies, and general best practices in Financial Edge NXT. Ensure you're not only prepared for your next audit, but that it's a breeze with Financial Edge NXT.
This session is equal to one CPE credit.
Take 10 and join us to see how you can finally combine powerful grant seeking and management with Raiser's Edge NXT. See the latest and provide feedback on what you'd like to see next!
Speakers
Gauri Manglik, , Instrumentl
Come by to discover how you can find your best-fit funders in seconds, not weeks, and get a tour of how your team can work together in one place to win more grants. Work smarter, not harder, while delivering more impact from grants.
Speakers
Christine Deska, President and Co-Founder, Nonprofit Sector Strategies/ BellesBoard
Frank Orzo, Co-Founder, Nonprofit Sector Strategies, PBC
Would you like to streamline and enhance your organization’s governance, operations, and fundraising? BellesBoard’s cloud platform and mobile app now integrates with Raiser’s Edge NXT to more effectively engage board members in your fundraising efforts. We’ll highlight the top 5 benefits of using a board portal for mission-driven organizations.
Speakers
Thomas Walker, Functional Sales Executive, Sr Principal, US Sales
This session is an opportunity to dig into the vision of the new A/R functionality. You will learn about new capabilities and the direction we are taking for gains in efficiency, analytics, and shortening your bill to cash cycle. A special guest will join who has been a part of our Technical preview and view-only Early Adopter Program to give her perspective.
Speakers
Julie Katz, Registrar, Donna Klein Jewish Academy
Charlie Lytle, Manager, Solutions Consulting, Blackbaud
Discover how one school transitioned to continuous enrollment and what they learned about themselves along the way. Now in its second year of embracing a continuous enrollment strategy, Donna Klein Jewish Academy has had challenges and victories throughout the process. Join us for a conversation where we will delve into the highs and lows, the role technology plays, and how/why to transition to this dynamic and evolving approach.
Speakers
Joseph Strubeck, Director of Advancement Operations and Reporting, King's College
David Zeidman, CEO, Zeidman Development
We'll cover the basics of Zeidman Development's Audit Trail Cloud product and how organizations large and small might utilize it to develop data integrity strategies for common challenges related to accuracy and consistency in Constituent creation and Gift entry. We'll also offer suggestions for how these strategies might be utilized to develop new insights and KPIs from your RENXT environment and how to incorporate them into you Data Management Plan.
Speakers
Pam Loeb, Principal, Edge Research
Sonia Nigam, Co-founder, CEO, Change
Nicole D'Andrea, Director of Philanthropy, Individual Giving, God's Love We Deliver
Isabela Reid, Marketing Manager, Change
Engaging Gen Z is more important than ever. They are officially taking a seat at the philanthropic table and changing the landscape as they align their values with their giving behavior. Is your organization ready to steward their passion and generosity into lifetime support? Join a panel of experts as they discuss the latest findings from the Blackbaud Institute on Gen Z’s digital engagement preferences. In addition to takeaways from the survey, panelists will provide proven action steps to increase engagement with this increasingly crucial generation of donors.
Speakers
Katie Turner, Functional Solutions Expert, Sales Enablement
Get a complete picture of how you can smoothly track all revenue and expenses at your school, whether it's fundraising dollars, tuition payments, yearly operating costs, or financial aid. From school contracts to back office budgets, CPA Katie Turner has got you covered.
Speakers
Stephen Boyle, Senior Product Manager, Blackbaud
Vicky Wong, Director, Research & Advancement Information Systems, University School
"Geek out" with an 18-year school technology veteran and a Blackbaud product manager with nearly 30 years of experience in software engineering and agile frameworks. Join them as they explore how to unlock even more potential within your Blackbaud software through SKY API and Power Automate integrations, including recent updates and creative ideas that can make your school operations more effective and efficient.
Speakers
Dominic DeRiso, Strategic Consultant, Senior Specialist, Blackbaud
Richard Mannisto, Vice President of Advancement, Wisconsin Lutheran College
To many, the term “analytics” alludes to complex data manipulation requiring the work of specialized in-house professionals. However, Wisconsin Lutheran College has demonstrated even a small fundraising shop can achieve big things by applying custom predictive models and wealth analytics. Join Vice President of Advancement, Rich Mannisto, as he shares how Wisconsin Lutheran is continually expanding their strategic use of data and cultivating trust across their frontline teams with the help of predictive insights and strategic consulting services.
Speakers
Geoff Sharbrough, Senior Sales Enablement Engineer, Omatic Software
Heather LeVan, Principal Product Marketing Manager, Blackbaud
In this session, we'll explore best practices for how to develop effective collaboration between Development and Finance teams. We'll discuss the benefits of stronger financial integration, ways to make the integration process more seamless, and how both teams can ensure that shared data remains clean and complete. By leveraging technology and aligning processes, both teams can work together to make the most of their financial data and deliver exceptional donor experiences.
Speakers
Matt Fryman, Director of Marketing, Carry The Load
SaraMae Hollandsworth, Non Profit Director, Carry the Load
Rachael Mou-Thiel, Strategic Business Developer, Blackbaud
Good Move, valued customers! Joining this session will provide insights on supporter engagement strategies using Good Move, your free mobile fundraising and activity-tracking application that comes with your TeamRaiser subscription. You will also hear from peers on how they are leveraging this tool to reduce their fundraising technology costs, reach more potential participants and donors, and deliver the message behind their fundraising mission more effectively.
Speakers
Mary Ellen Huss, Sr. Specialist - Digital Fundraising, Cincinnati Children's Hospital Medical Center
Arnela Hepner, Senior Specialist - Digital Fundraising, Cincinnati Children's
When everyday money decisions are as simple as opening up Venmo, why not make the donor journey just as easy? Throughout the past year, Cincinnati Children’s has added digital wallet capabilities to its general donation forms, events, and campaigns—with incredible results! Experts will discuss the set-up process, launching the digital wallet, and everything in between. Join to hear about lessons learned and the return Cincinnati Children's as you consider how to help take your fundraising into 2024 and beyond.
Speakers
Reuben Schmitz, Prospect Analyst, Wisconsin Ev Lutheran Synod
Wondering how Power Automate can make a difference at your organization? Join us for a look at our journey to learn and use Power Automate, initially to update business processes with the changes to Microsoft and Blackbaud integrations in 2022. You will see some ways we have put it to effective use. Along the way, we found some new ways to use this new capability as well.
Speakers
Erin Steinlein, Systems and Information Coordinator, Red Deer Polytechnic
Jody Whitfield McKay, Customer Success Manager, Senior, Blackbaud Canada
Working in a small shop can be daunting. There is so much to do, so little time, and so many donors to engage with! This is where RE NXT can help - providing you a one-stop shop for all your fundraising needs. You need marketing emails? Check. A source of truth? Double check. You need to report on your SYBUNTs and LYBUNTS? Check, check, check! All of this can be done in RE NXT. Join us for a session full of best practices and easy ways to move the needle for your organization.
Speakers
Juliana Lawson, Principal Product Manager, Blackbaud
Kristin Eggen, Gift Officer, Seed Savers Exchange
Kelly Connor, Donor Relations Manager, First Nations Development Institute
Jenny Marquardt, Associate Director of Database Management, First Nations Development Institute
Learn from your peers on how to grow and manage your RENXT sustaining donor program with recurring gifts by utilizing online giving, automated payments, donor portal and more. Monthly giving programs remain one of the best ways for nonprofits to dramatically increase the lifetime value of their average donor. Sustainer donors also have very high retention rates, typically between 70-80%. For most nonprofits, retention averages just below 50% for annual donors.
Speakers
Caitlin Barndt, Interim Director of College Counseling, Davidson Day School
Vanessa Noe, Register, Davidson Day School
It's time to rethink your school's admission process and improve the experience for both your admissions team and prospective families. Discover how to maximize the power of the Admissions Checklist in the Blackbaud Enrollment Management System. Learn how to set up new student checklists and use them to onboard new families seamlessly. We will share creative ways to automate the process using forms and how to use official notes to enhance communication.
Speakers
Andrew Troup, Head of Giving & Engagement, Blackbaud, Inc.
Lacey Gatain, Vice President, Content & Learning, ACCP
Saara Kaudeyr, Manager, Corporate Research, CECP
In this session we will delve into some of the key insights and trends taking place across the corporate social impact space. In this panel discussion we will be digging into some of the most interesting data points that have surfaced this year across YourCause’s 11th Industry Review, ACCP’s 4th Annual CSR Insights Survey, and CECP’s upcoming Giving in Numbers™ 2023 Edition. Whether it be the economy, the political landscape, global conflicts and natural disasters, or employee burnout and reduced budgets, there are many factors that influence how CSR professionals are implementing strategies and how employees are engaging. Join us for a robust conversation about the trends in corporate social impact and how they may influence your CSR strategy and execution. Key Takeaways: Participants will gain data and insights from the various surveys. The session will cover key trends impacting the larger CSR sector. The session will include some best practices for approaching strategy review and refinement.
Speakers
Tanya Cole, Analytics Consultant, Principal, Blackbaud
Whether you are welcoming a new hospital president, head of school, or executive director, what can you do within your Advancement team to set them up for success? While every area of the organization will have a role to play, the Advancement's role is unique. Learn how to create a smooth transition and maintain donor confidence.
Speakers
Robin Dupont, Global Director, Giving Verticals, PayPal
Jerry Needel, Chief of Product Innovation, Blackbaud
Join us for an exclusive fireside chat featuring executive leaders from Blackbaud and PayPal as they discuss the transformative power of integrating PayPal with Blackbaud's fundraising solutions. Get firsthand insights into the strategic collaboration between these industry-leading organizations and how it can revolutionize your nonprofit's fundraising success.
Speakers
Judy Spigarelli, CSM, Blackbaud
Ryan Hyde, Database & Analytics Manager, Hillside Foundation
While Online Express forms are comfortable to many users, the transition to webview forms can seem challenging. Together we'll address common concerns such as duplicate management and transitioning to new processes. In addition, we'll highlight Raiser's Edge NXT features such as automated recurring gifts, donor portal, recurring gift upsell, and fee coverage options while playing Kahoot! Hear from customers using webview forms and why they love them.
Speakers
Kelly Flanigan, Solutions Engineer, Senior, Sales Enablement
This session will provide an overview of the SKY API portal and the endpoints available for all Blackbaud CRM customers, as well as some examples of different ways you can leverage these APIs to extend the solution.
During today's lunch, Blackbaud Champions and Blackbaud Community All-Stars can meet and connect with each at a reserved table during lunch in the Marketplace. Please note that seating is limited.
Also during this lunch period, join the conversation Blackbaud CRM Blackbaud Hosted Customers at a reserved table. Please note that seating is limited.
Speakers
Griff Bohm, , Momentum
Nick Fitz, Founder & CEO, Momentum
Join us as we explore the ways AI helps fundraisers navigate the intricate landscape of donor relations, ensuring every step is taken with assurance, clarity, and a sense of well-being. Understand how you can leverage technology to enable fundraisers to approach their roles with ease with the help of the Momentum app for Raiser's Edge NXT and Blackbaud CRM.
Curious how Blackbaud will incorporate more AI features into our products? Come see the newest features and what's coming next for AI at Blackbaud.
Want to meet the brains behind some of the latest AI tech for social impact? Join us for live demos of AI tools designed for mission impact that just may solve a challenge for you and your organization. Everyone who stops by for a demo is entered to win a prize!
Speakers
Julianne Holl, , Blackbaud
Tanyika Jordan, , Blackbaud
Join us for a tour of BlackbaudU Campus! Come walk through navigation, registration, learning paths, course offerings, certifications, rewards and more – everything you need to make learning a breeze!
Our family just got bigger! If you are a SKY API fan and user of Blackbaud CRM, Altru, Raiser's Edge NXT, Financial Edge NXT, School or Payments APIs then don't miss our family photo opp. Plus get your ribbon to show off your competency to the entire Blackbaud crowd.
Speakers
Stephanie Barrett, Strategic Fundraising Advisor, JustGiving
Jackie Zimmerman, , Blackbaud
Anna Hounsom, Peer-to-Peer Fundraising Advisor, Blackbaud/JustGiving
Join the JustGiving fundraising experts for a quick 20 minutes to build a campaign that drives impact. In this interactive session, we'll answer your questions and showcase JustGiving's Campaign Page feature that is made to help you raise more. You will leave knowing how to quickly create an engaging page, as a central hub for your next campaign.
Speakers
Kevin Brunson, , Omatic
Kristen Hendel, Senior Product Manager, Omatic
Omatic has partnered with Blackbaud organizations for over 20 years. Learn about Omatic Cloud and how the platform enables and automates integration with Blackbaud solutions. We’ll also share the exciting new features and innovations planned for 2024!
Speakers
America Ferrera, Actress, Activist, Author,
Actress, author and activist America Ferrera will join Catherine LaCour during a keynote conversation, where she'll explore the power of accomplishing goals and more.
This session will be livestreamed to virtual audience at time of broadcast and available through virtual pass on November 6.
Speakers
Stephanie Barrett, Strategic Fundraising Advisor, JustGiving
Jackie Zimmerman, , Blackbaud
Anna Hounsom, Peer-to-Peer Fundraising Advisor, Blackbaud/JustGiving
It's a (volunteer) fundraiser's world. You know that fundraisers sign up because they care about your cause. You also know they don't always know how to fundraise. Come see the features and tools that help your fundraisers to raise more and be successful. This session will showcase JustGiving's new Story Enhancer feature and data-driven coaching emails.
Curious how Blackbaud will incorporate more AI features into our products? Come see the newest features and what's coming next for AI at Blackbaud.
Speakers
Jason Metcalfe, Principal Solution Architect, Blackbaud
Scott Parrish, , Blackbaud
Join us for a jam-packed tour of Blackbaud CRM to understand the: Organizational profiles of good candidates for Blackbaud CRM Options of partner solutions for data integration and user productivity Ways customization and extensibility help Blackbaud CRM enterprise customers grow their fundraising
Speakers
Nate Reid, Corporate Engagement Manager, Maumee Valley Habitat For Humanity
Join us as we cover an effective method of moves management and event management using Contacts in the eTapestry journal. Learn how to create custom codes for a prospect's current status in the donor/volunteer cycle, generate custom reports to quickly see the complete picture of a prospect organization, or view an individual's past involvement in order to achieve your current goals for growing the relationship.
Speakers
Dan Ward, Application Architect, Blackbaud
Thomas Betts, Laureate Application Architect, Blackbaud
Blackbaud engineering teams are building the next generation of applications including The Raiser's Edge and The Financial Edge. The evolution from desktop applications, to cloud-hosted, and now to cloud-native has been a multi-year process. In this session, two of the Financial Edge application architects will describe some of the major steps along this journey and how it will provide software that will enable you to better serve your mission.
Speakers
Jacquelyn Hood, Purpose & Sustainability Manager, Crowe LLP
Crystal Adams, Associate Director Corporate Social Responsibility, Crowe LLP
Join us for a case study presentation of how Crowe LLP launched CSRconnect and the Crowe Gives Back campaign to put their newly refreshed purpose and values into practice and bring them to life for their people. Within two weeks after the launch of tool, 85% of Crowe personnel had registered and the campaign resulted in more than $1M being donated to 2300 unique charities.
Speakers
Andrew Gray, Tuition Coordinator, St. Anthony's High School
Jamie Lyons, Product Manager, Blackbaud
Join Andrew Gray, Tuition Coordinator at St. Anthony's High School, to discover how he streamlined his school's tuition process while enhancing the payment experience for families. Blackbaud's Jamie Lyons will join him to share best practices, as well as her top tips for Blackbaud Tuition Management users. You'll leave this session with actionable steps to reduce tuition delinquency, increase family satisfaction, and drive positive change.
Speakers
Don Rahn, Head of Threat Detection and Response, Blackbaud
With a wealth of student and financial data and stakeholders across the technology spectrum, educational institutions have unique challenges when facing cybersecurity threats. Within the last year, foreign cybercriminals, school vendors, employees, and even students have perpetrated cyberattacks. Join Don Rahn, Blackbaud's Director of Security Operations, for information and best practices to keep cybersecurity at the forefront of your school operations.
Speakers
Howard Corona, , Amazon
Paige Marks, , Amazon
New outcomes through digital transformation, data, analytics, and AI/ML are within reach for all nonprofits. Achieving these outcomes begins not with data itself but with your data strategy. In this session, based on the Amazon Web Services (AWS) Data-Driven Everything (D2E) framework, learn how to pursue cross-functional alignment among leaders in your organization on the culture, business priorities, and financial drivers for your data strategy. Identify and prioritize high-value, data-driven initiatives to become a more insightful organization and begin charting a clear path to extract meaningful business value from your data.
Speakers
Haya Barlas, Head of Product Marketing, JustGiving
Lee Duong, Senior Product Manager, JustGiving
JustGiving Site Builder is a brand new product for nonprofits, enabling you to build custom multipage campaign microsites - all with no prior coding experience - using a simple content management system. In the span of this session, you will understand how to leverage Site Builder to build out a branded campaign from scratch for a giving event. The campaign will utilize features such as custom sign-up forms, leader boards, branded content and more. Join us and elevate your fundraising game in just 45 minutes.
Speakers
Eric Oyler, Director, Digital Fundraising, Alzheimer's Association
Minerva Suarez, Director DEI Marketing, Alzheimer's Association
At the Alzheimer's Association, we believe that engaging and supporting ALL those impacted by Alzheimer’s and dementia are at the core of our mission. As a part of our DEI strategic pillar, we have set out to develop a solution to reach our underserved communities by providing our TeamRaiser-based Walk to End Alzheimer website in Spanish. Join this session to learn some tips and tricks on implementing other languages in a cost-efficient and quick-to-market approach.
Speakers
Elaine Tucker, Operations Manager - Database, Texas Women's Foundation
Illustration on how we are using events in NXT in conjunction with donation forms to manage our major fundraising events. Real-life examples will be provided along with how each staff member contributes to the overall process. We've been using events in NXT since 2019 and continue to explore additional areas for use and process improvement.
Speakers
Rebecca Alfred, Charity Relationships Lead, Trellis Social Enterprise Inc
Justin Goodhew, Co-Founder and CEO, Trellis
Hosting fundraising events and campaigns is great, but what next? How do you turn event attendees into longtime donors for your organization? In this session, we’re breaking down three critical steps to secure more longtime supporters for your cause. But the best part is, these tactics will also allow you to raise more money for your next fundraiser too.
Whilst the Expo Hall is quiet, sneak on over to the Innovation Hub to meet the newest members of Blackbaud's Global Partner Team. We will also be hosting Blackbaud Marketplace live demos of the newest features and Q&A sessions about Blackbaud partner programs for prospective partners.
Speakers
Jake Gaston, Senior Product Manager, Blackbaud
hannah thevarajoo, Product Manager, Blackbaud
Join us for a session focused on elevating donor experiences from checkout to delight. Discover how the payment experience directly impacts your customer experience in this engaging session. Learn practical strategies and best practices to create seamless and delightful interactions for your donors throughout the payment process. Gain insights into enhancing convenience, security, and personalization, resulting in long-term donor loyalty and increased engagement. Elevate your nonprofit's donor experiences and unlock the full potential of your fundraising efforts.
Speakers
Rich Waldmann, Software Instructor, Blackbaud
Did you know that sustained givers can increase your revenue by as much as 300% over the course of two years? Sustainers provide your organization with consistent cash flow so you can achieve your mission. There are many strategies that can affect community involvement including marketing, events, campaigns, online giving and more. With proper planning and stewardship, the lifetime value of these relationships can add up to significant amounts over time. Learn how to build your sustaining giving program and strengthen relationships with your valuable supporters through engaging communications and effective appreciation.
Speakers
Carrie Cobb, Chief Data Officer, Blackbaud
Linton Myers, Director, Innovation & Incubation, Blackbaud
The world of AI is fraught with both opportunity and challenge. Hear from Blackbaud leaders in Data and Innovation as they relay the drivers behind our Intelligence for Good Strategy, balancing aspects of Responsible AI with key technology advancements such as Generative AI. This session will explore ethics and privacy in the age of AI as well as the benefits experienced through Blackbaud's adoption of AI within its own solutions.
Speakers
Christin Grissom, Sr. Product Manager, Blackbaud
Randy Hashem, Solutions Engineer, Principal, Sales Enablement
Explore why the tuition gap necessitates a strategic approach across various higher-education offices. We'll examine the increasing competitiveness schools face and discuss strategies for recruiting students, awarding scholarships, fundraising, and effectively tracking enrollment numbers across campus. Learn how your school can adopt a more competitive mindset, recognize the importance of strategic planning, and coordinate across multiple offices to maximize resources and attract students effectively.
Speakers
Kelly McDavid, Solutions Engineer, Senior, Sales Enablement
Vicky Wong, Director, Research & Advancement Information Systems, University School
In 2020, the advancement staff at University School introduced an ambitious plan to raise $130 million over the next six years to fund extensive capital improvements to their campus. Wanting to apply a relationship-based approach to fundraising, the team leveraged custom predictive modeling to understand the “why” behind their constituents’ giving. In this session, Director of Research and Advancement Information Systems Vicky Wong will share how incorporating predictive insights into their strategic plan helped them to secure over $150,000 in upgraded giving for their annual fund.
Speakers
Andrew Horrow, Director, FORVIS LLP
Brian Walker, Sales Director, Euna Solutions
Budgeting is critical for nonprofits to allocate resources effectively, achieve their goals, and service their mission effectively. All Non-Profits have limited resources and budgeting has to be about setting financial goals and which create a mission-focused spending plan that aligns with the organization’s annual goals and overall mission. This presentation will examine how to plan for success through budgeting for nonprofits.
This session is equal to one CPE credit.
Speakers
Bo Crader, , Blackbaud
Troy Walker, Solutions Engineer, Principal, Blackbaud
Join us for a demo of Luminate Online, our comprehensive cloud solution for engaging your constituents. Learn how your nonprofit can effectively create multi-channel campaigns to reach the right target in the right channel and raise more money.
Grab coffee and light refreshments on the go.
Speakers
Erin Arend, , Donate Stock
Steve Latham, CEO, DonateStock, Inc.
For more than a year, inflation and economic uncertainty have weighed on cash giving. But while many donors feel “cash-poor”, a large number are “stock-rich” as 50% of households own $30 trillion in stock near all-time highs. While stock gifting represents billions in potential funding, it has been out of reach for most nonprofits and their supporters - until now. As a Blackbaud customer, charitable stock gifting is now easy and accessible. Whether you are seeking to launch or scale non-cash giving, we’ll show you how to unlock stock gifting with ease - no brokerage required. This session will address the strategic benefits of stock gifting and how DonateStock’s integrated solution make stocks gifting a strategic source of funding for organizations of all sizes.
Speakers
Heather Johnson, Head of Financials and Grantmaking Pillar, blackbaud
Blackbaud Product Managers, Heather Johnson and Katherine Wilkes, will give a detailed overview of the ongoing database view to total web solution planning. They will discuss high-level how agile planning works in a SAAS world, the journey so far, and what to expect next. If you're a current Financial Edge NXT customer, you won't want to miss this session!
Speakers
Anthony Gallo, Principal Product Manager, Blackbaud
Juliana Lawson, Principal Product Manager, Blackbaud
Your mission is the heart of your organization and your success relies on many diversities. Sustaining your current donors is a large part of your annual goal and should play a major role in your organizational strategies. Join us to learn about impactful online giving tools that work seamlessly together and delight donors. We will cover the latest developments for donation forms, portal, receipting, recurring gift upsell, Complete Cover™, donor cover, and more, to help guide you on using online giving tools for maximum annual revenue impact.
Speakers
Justin Camp, Director of Finance, IC Catholic Prep
Mike Reardon, Sr. Principal, Blackbaud
Change management is not just the buzz phrase of the day. It is how you approach and support the people and process aspects of institutional change. Join us as we discuss change management in schools, including a real-life example of how one school fostered the adoption of Blackbaud's Total School Solution. Topics will include, change decision processes, human capital realization, organizational effectiveness, and stakeholder cultivation. We will explore the interplay between culture, engagement, and technology.
Speakers
Susan M Fulton, CFO, Endowment for Health
Andie Hession, Grants Program Associate, Endowment for Health
The Endowment for Health began surveying community partners in 2022 to collect staff and board demographic data. Demographic data collection provides an important opportunity to better understand the diversity of staff, leadership, and the communities we serve. We will share how we created and distributed the survey through Blackbaud Grantmaking, as well as our lessons learned from our community partners.
Speakers
Mark Becker, Founding Partner, Cathexis Partners
Bruce Baughman, Sr. P2P Administrator, Susan G. Komen
Get ready to boost your TeamRaiser results! In this session, you’ll learn multiple ways to customize and optimize your TeamRaiser Participant Center to help your event and campaign participants raise more funds. Topics include: •Updating your TeamRaiser site wrapper to incorporate peer-to-peer fundraising best practices •Upgrading your Participant Center with fresh branding and an improved user experience •Delivering a smoother experience for donations from Team Pages
Speakers
Leah Brody, Managing Director, Corporate Citizenship, Changing Our World
Maureen Flynn, Vice President, Changing Our World
Jewell Willett, Senior Manager Customer Success, Corporate Impact
Now more than ever, CSR has become a strategic imperative for companies of all sizes. More than just a “nice to have,” CSR initiatives, and employee volunteer programs in particular, have proven effective in increasing employee engagement and customer retention, improving brand reputation, attracting and retaining top talent, and overall, creating a measurable, sustainable positive impact in the places where we live and work. But how do we continue to ensure we’re supporting our employees passions and meeting our communities’ greatest needs? Stakeholder engagement is an essential and ongoing component of successful corporate volunteer programs, and one of the greatest tools we have in making sure all of our social impact programs have the support they need to thrive. This session will focus on the importance of engaging internal stakeholders in the design of a successful corporate volunteer program. Through a mix of interactive exercises and real-life examples, participants will learn how to build a cross-functional team of stakeholders, leverage their expertise and insights, and create internal CSR champions to help drive participation and create a shared sense of program ownership among employees.
You, yes you, can help steer the future of product innovation at Blackbaud by volunteering your nonprofit sector expertise and product knowledge to aid user research efforts. Stop by the booth for a review of the user research process and sign up live for open research programs you can support and influence with your ideas!
Speakers
Shelley Hindmon Weifenbach, Senior Strategic Consultant, Blackbaud
kirk lilwall, Solutions Consultant, Blackbaud
Learn how to sift through your constituent base to find those hidden gold nuggets in your data mine. We will connect your Blackbaud Raiser’s Edge NXT moves management process to your Prospect Insights identification and qualification process. Through a series of real-world scenarios, you will learn tips and tricks for streamlining your prospect management, building a prospect pipeline, and crafting next steps to engage with your prospects. So, toss out the old sifter and strike gold with Prospect Insights!
Speakers
Pat Deming, Senior Sales Enablement Engineer, Omatic Software
Kristen Hendel, Senior Product Manager, Omatic
Join us as we explore how you can unlock the power of your organization’s data through integration. In this session, we’ll cover best practices to ensure accurate data and formatting, how to determine the right type of data to send between systems, and how you can start to leverage your nonprofit data to make more strategic decisions that drive mission impact.
Speakers
Steve Martinez, Director of Accounts, SwipeTrack Solutions
Fred Tawil, President, SwipeTrack Solutions
Let's face it. Your front-end ticketing experience over the years continues to evolve, especially post-pandemic life with many institutions embracing technology. Have you? Let the SwipeTrack Solutions team identify technological advantages for your employees, patrons and how your institution can become ahead of the Guest Experience.
Speakers
Craig Crescas, Cloud Solution Architect, Microsoft
Tad Thompson, Sr. Partner Solution Architect, Microsoft
Microsoft Copilot is an AI-powered assistant that is integrated into Microsoft services like Microsoft 365 and Power Platform. It is designed to work alongside you in apps you use every day, such as Word, Excel, PowerPoint, Outlook, Teams, Power Automate, Power Apps, and more! Copilot’s next-generation AI capabilities add value and reinvent productivity for low-coders, democratizing coding to the masses as apps are developed through natural language and you can ask questions and get real answers and insights from your data in record time. Whether you’re interested in creating your own apps or equipping your team, you’ll leave with actionable next steps to embrace this new frontier (and some code samples for AI-driven automation projects).
Speakers
Matt Barr, Director, Operations and Delivery, Yeeboo Digital
Miranda Yorke, Digital Marketing, CAMHF
For many charities and nonprofits, event-based fundraisers contribute significantly to annual goals by raising funds while connecting with new donors. Don't miss this session as we explore the elements of a successful peer-to-peer strategy with a case study from the CAMH Foundation. Discover more about their annual Sunrise Challenge P2P fundraising challenge along with tips on how to drive engagement by harnessing the power of email, technology, and digital marketing for impressive results!
Speakers
Jacqueline Koca, Senior Product Manager, Blackbaud
Michael Morrisette, Product Manager and Co-chair, Blackbaud
Two Blackbaud product managers will share tips and tricks on how to make the most of your Blackbaud Student Information System—including everything you'd expect in an SIS and all the features you want in a Learning Management System—in one fully-integrated software solution.
Speakers
Kevin Allan, Chief Executive Officer, Changing Our World, Inc.
How can mission-driven organizations get ahead in the current giving climate? Explore how to foster and restore deep donor connections needed to weather any storm. Learn how to win the competition for connection and to reclaim the moral high ground nonprofits can no longer take for granted. In this session, nonprofit leaders are empowered to deploy powerful constituent engagement strategies and to evolve their organizations toward connection-centric philanthropy.
Speakers
Kelly Flanigan, Solutions Engineer, Senior, Sales Enablement
Becky Kimball, Senior Principal Solution Architect, Sales Enablement
Erin Osborn, Research Director, Children's Hospital Colorado Foundation
Learn ways to optimize your usage of Blackbaud CRM with tips for long-time - and new - users of Blackbaud CRM. Audience participation welcome if you have a tips or timesaver strategies you’d love to share!
Speakers
Carrie Goldberger, Principal Product Manager, Blackbaud
Expanding on the Prospect Insights add-on released for Blackbaud Raiser's Edge NXT last year, Prospect Insights Pro uses powerful artificial intelligence and external data to help organizations identify and cultivate their best near-term major gift prospects, build a pipeline of future prospects, and identify opportunities for blended gifts with planned giving insights.
Speakers
Heather McLean, , Blackbaud
Ashley Moose, , Blackbaud
Heard all the hype about low-code, but have no idea where to start? Join us for a step-by-step getting started guide, code samples, training tour, and other tools you can use to skill up and improve not only your work day, but also career prospects as well.
Speakers
Ann Marie Simonetti, Head of School, TNCS
Angie St. Pierre, Admissions Coordinator, Calvary Christian Academy
Discover practical, valuable tips from two different schools on how to optimize your Admissions process. Hear how one school significantly increased visits and interviews with Admissions self-scheduling while the other created a more efficient flow of communication through filtered candidate lists and strategic auto-responses. From customizing your calendar to creating official note templates, we'll take a deeper dive into your enrollment management software to enhance the prospective family experience and streamline your workflow.
Speakers
Mary Murtala, Chief Development Officer, Crazy Horse Memorial Foundation (formerly with National Parks Conservation Association)
Lawrence Henze, Analytics Architect, Senior Principal, Blackbaud
Whether your donor database is small or large, analytics will help you to identify the best giving prospects. Once you have this information, the next step is strategic implementation. Mary Murtala, Senior Managing Director of Development for National Parks Conservation Association, will address the strategies they employ to implement analytics and the measures they have employed to introduce internal analytics efforts to measure results.
Speakers
Lacey Kruger, Sr. Technical Product Manager, Blackbaud
With the recent release of RENXT Portal, you may be wondering how best to invite your constituents to Portal. In this session, we'll cover two ways to send Portal invitations: the built-in RENXT Invitations, plus step-by-step instructions for sending custom Portal invitations. We'll also include suggested language and strategy for your invitations to ensure you receive increased "Accept" RSVPs.
Speakers
Paul St Onge, Co-Founder, Doing Good Digital
Digital acquisition campaigns might be the missing ingredient in your acquisition strategy. By bringing new contacts into your nonprofit through downloads and lead magnets, you can create a pipeline of new potential donors. Join Doing Good Digital for a live guide on what a successful acquisition campaign looks like and answer the question: what happens when we get them on our list? This session is applicable to all sectors. For our healthcare attendees, we will also touch briefly on strategies to turn patients into donors, in addition to other strategies that can be used and are successful in healthcare. Key highlights you will take away from this session: Identifying your target audience Acquiring new contacts through lead magnets and downloads that relate to your cause A/B testing to improve your campaign Creating unique welcome series’ and journeys that engage and convert Acquiring new donors from patient lists or other client Reporting on your successes to your senior leadership With decades of digital fundraising experience, Doing Good Digital can answer all of your questions in this webinar relating to acquisition campaigns and more.
Speakers
John Humphreys, Sr. Manager - Product Management, Blackbaud
Jake Gaston, Senior Product Manager, Blackbaud
Join us as we explore how Blackbaud MobilePay Terminals can propel your fundraising success to new heights. In this session we will uncover the power of this cutting-edge solution in enabling nonprofits to accept payments on the go.
Speakers
Traci Capraro, VP of Sales, Emerging Markets, AvidXchange
Deborah Livingston, Staff Accountant, Doorways
Adopting new technology isn’t as simple as flipping a switch. There can be growing pains, frustration and learning curves along the way. But with a little bit of patience and collaboration, it’s worth it in the end. This was the case for a Blackbaud customer as their organization embraced automation to operate more efficiently, increase cost savings and utilize their team to focus on more strategic initiatives. The Solution: Going paperless with accounts payable automation. Join this interactive Q&A session as you hear from a Blackbaud customer on their journey from paper-based to fully automated. Attendees will: Learn first-hand how AP automation fueled business and professional growth Discover how automated processes help improve work-life balance and nurture talent Learn how human support provides a seamless process for team members
Speakers
Shannon Perry, Development & Communications Manager, Hemisfair Conservancy
Hemisfair’s tree rescue and tree-planting campaigns needed an innovative and compelling way to recognize tree donors and their tributes. The aesthetic and safety considerations at Hemisfair made excessive physical signage prohibitive - donor recognition signs in front of every tree would create a cluttered environment and a tripping hazard. To recognize the outpouring of community support, we had to get creative. So, we used digital media and augmented reality. Join this session to learn how Hemisfair integrated alternative strategies for donor recognition.
Speakers
Andrew Troup, Head of Giving & Engagement, Blackbaud, Inc.
Seth Braddock, Sr Manager, Product Management, Blackbaud
At the heart of every volunteerism program is the goal to increase overall participation and impact; however, the question often becomes how? In this session, we will explore some of the ways to inspire engagement from employees by not only offering compelling volunteer opportunities, but also providing a way for employees to feel a tangible connection to their passions and purpose. We will explore the overall definition of engagement and where volunteerism programs can go beyond events and projects to include health, wellness, and everyday social good acts of kindness.
Speakers
Leigh Moring, Director of Agency Marketing, Speak Creative
Jacob Savage, CEO, Speak Creative
Rosita Bradham, Customer Success Manager, Sr. Principal, Blackbaud
Every arts and cultural organization wants more members: these are the champions of your institution. They visit frequently, donate more, and take on your mission as they introduce others to you. How can you better serve your members and convert more ticket buyers into membership? Hear from Altru and museum membership professionals as they share best practice tips on how you can get the most out of Altru’s membership functionality to gain and keep more members. We’ll also show you how going digital can help you streamline and simplify your membership practices with PassPlay, Speak Creative's new app-based digital membership and loyalty solution that is delighting both cultural staff and members alike.
Speakers
Katie Turner, Functional Solutions Expert, Sales Enablement
Katherine Liles, Solutions Consultant, Blackbaud
Join Katie Turner and but Katherine Liles —a former school Controller and former school IT Director respectively—as they continue the financial sustainability conversation started in their eBook and webinar earlier this year. Katie and Lisa will demonstrate how to put thought leadership into practice in your K–12 school.
Speakers
Tom Hedges, Senior Software Engineer, Blackbaud/JustGiving
Does your organization use Raiser's Edge NXT? Are you looking for a quicker and easier way to manage online giving and peer-to-peer fundraising? JustGiving from Blackbaud is an online donation platform that's fully integrated with Raiser's Edge NXT. This session will introduce the JustGiving platform and demonstrate the RENXT integration. We'll follow the donor journey from a non-profit website or email through the JustGiving checkout - and then see how the data appears in Raiser's Edge NXT.
Speakers
Maya Rosman, Senior Manager of Program & Systems, Wake Tech Foundation
Sunshine Reinken Watson, Donor Database Manager, Valleywise Health Foundation
Have you ever wondered if there’s a better way to ask for data? Have you ever finished a campaign and realized you hadn’t tracked a key piece of information? If so, this session may be for you! We’ll talk about the Data Manager’s role, opportunities for better integration in your organizational planning and processes, and how to get the most out of your data and reporting requests. While this session will likely be relevant across products, it will primarily be focused on Raiser’s Edge and Raiser’s Edge NXT.
Speakers
Karen Cincotti, Assistant Director Web & Operations, Roswell Park Alliance Foundation
More nonprofits are considering the use of vendors to help reach their goals; these relationships can make a huge difference in your organization's success. This session will explore how to find vendors, determine the right fit, negotiate contracts, and create a working relationship built on respect and understanding in order to maximize their skills for the betterment of your organization. Learn how to manage these relationships and how to know when it is time to say goodbye. Join to learn best practices, success stories, and lessons learned when working with vendors.
Speakers
Samantha McGuin, Senior Principal Product Manager, Blackbaud
How does a donor decide which organizations to give towards? What do they expect from your website and donation form to help them make their first gift? What may cause a donor to start a donation and then stop? Get the answers to these questions and more as we share research findings from a Blackbaud research study focused on how donors use your donation page to donate. Learn what you should be doing on your donation form to build donor trust and increase engagement.
Speakers
T. Scott Blair, Senior Director of Advancement Systems & Analytics, Gonzaga College High School
Tracy Dodge, Director of Information Systems, Gonzaga College High School
Does your school have business rules recorded only in institutional memory? Are there procedures understood by select administrators but absent from the school handbook? Do you use multiple software solutions without a true understanding of how they interact? Are your records scattered across various databases not connected by a common ID? If you answered yes to any of these questions, attend this session to hear how documenting procedures can improve transparency, communication, and transition.
Speakers
Jackie Huffman, Senior Process Engineer, Blackbaud
Learn three steps for helping you work with your organizations to document and improve business processes. More importantly, learn to quantify the financial impact those improvements may have. As they say, money talks and will get leadership’s attention about why improvements are needed.
This session is equal to one CPE credit.