Quick grab and go breakfast options for preconference attendees only.

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 

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 

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.

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.

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.

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.

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. 

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.
 

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.

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.

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.   

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 

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 

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.
 

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.

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.

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.

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. 

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. 

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. 
 

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.

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.

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.

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 

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 

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.

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

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.

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.

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. 

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.
 

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. 
 

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.

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.

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.

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 

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 

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 

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.

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.

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.

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.

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.
 

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.

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. 

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.

Quick grab and go breakfast options for preconference attendees only.

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 

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 

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.

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.

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.

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.

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. 

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.
 

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.

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.

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.   

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 

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 

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.
 

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.

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.

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.

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. 

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. 

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. 
 

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.

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.

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.

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 

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 

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.

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

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.

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.

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. 

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.
 

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. 
 

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.

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.

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.

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 

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 

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 

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.

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.

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.

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.

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.
 

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.

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. 

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.