Build your bbcon experience
You must be logged in to build your agenda. Click the calendar icon to add to My Agenda. Please note that adding to My Agenda does not confirm your seat for in-person sessions.
If you want to see your full agenda, remember to clear any filters.
Filter Sessions
Blackbaud Financial Edge NXT® / Building Program Focused Income Statements
Do you frequently receive requests for updates regarding the performance impact made by your organization’s current programs? Financial statements, such as a program focused income statement, can demonstrate how your spending meets the needs of your organization’s mission. In this instructor-led session, build on skills you already have by creating a chart organizer with a project focus, and then hone your reporting skills by defining criteria within the income statement parameter.
Learning Objectives:
- Design program focused income statement templates
- Refine data output using report parameter options
- Identify additional tools to help focus report results
Blackbaud Tuition Management™️/ Demystifying Continuous Enrollment
In this session led by product expert Michael Zuchowski, learn how to optimize your school’s continuous enrollment process. Continuous Enrollment is a powerful tool that allows your school to streamline your enrollment and tuition process, setting parents and the school up for success. Learn how to plan and execute Continuous Enrollment to avoid common issues with students, contracts, and billing.
This is a demonstration-only session.
...Blackbaud Raiser’s Edge NXT® / Extending Raiser’s Edge NXT with Prospect Insights and ResearchPoint
Your mission is important and so is your time. Your best major giving prospects are people who have already shown a willingness to support your mission. Comprehensive data intelligence can help you to identify and prioritize which constituents to cultivate using Raiser’s Edge NXT. In this session, learn how Prospect Insights and ResearchPoint can help!
...Blackbaud Financial Edge NXT® / Invoice Requests
Are you looking for ways to expedite your invoice expense entry and approval? Utilize Financial Edge NXT’s invoice request workflow through Expense Management to centralize invoice requests, approvals, and seamlessly streamline time to payment. In this instructor-led session, you will get hands-on practice adding invoice requests and managing aspects of the overall invoice process.
Learning Objectives
- Investigate workflow options for utilizing Expense Management invoice requests
- Enter an invoice request
- Approve an invoice request
Blackbaud Raiser's Edge NXT® / Challenge Your Web View Skills!
Each tool within Raiser’s Edge NXT is designed to make your job easier. Utilizing tools together can increase efficiency and overall satisfaction. Expand your knowledge of different tools within Raiser’s Edge NXT and explore their versatility when used in tandem. In this session, learn to identify tool best practices, select the best tool or tools by task, and practice executing advanced scenarios for optimal results.
...K-12 Core / Advanced Lists
Once you’ve mastered the basics of building basic lists, it’s time to add advanced lists to your toolbox! Use advanced lists to create queries that are flexible and customizable, apply a variety of options for filters and fields, and use list templates or build lists from scratch. In this session, learn how to customize advanced lists for your school, including setting properties, selecting objects, setting filters, and more. You’ll discuss when to use advanced lists, what kinds of data can be included in advanced lists, and the terminology required for understanding advanced lists.
Suggested prerequisite available in BlackbaudU Campus: Building Basic Lists | eLearning / K-12 Core
...Blackbaud Raiser’s Edge NXT® / Database Health and Administration
Are you responsible for your Raiser’s Edge NXT database but aren’t sure where to begin? In this session, learn how to manage user access and permissions, data health, and more in Raiser’s Edge NXT web view. You also learn how to identify and merge duplicate records.
...Blackbaud Raiser’s Edge NXT® / Fundamentals: Overview and Constituents
Get started using Raiser’s Edge NXT today! In this session, learn how you can use this powerful tool to quickly access vital prospect and donor data. We’ll explore system navigation and how to search for information about constituents. Learn how to enter, utilize, and update constituent records, and identify key concepts for working with constituent and relationship records. We’ll also preview the Work Center to better view information all in one place.
...Blackbaud Award Management™ / Portfolio Management
How do you award more scholarships to the right students while keeping donors happy? In this session, learn how to manage and streamline the entire scholarship process. Provide background on donors supporting the fund. Manage your communications to alert applicants of available opportunities. Prepare for your upcoming awarding cycle with Cycle Management.
...Microsoft / Calculate Data with Microsoft Excel Functions and Formulas
One of the biggest strengths of Excel is the ability to perform common and complex calculations. In this session, 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.
...Blackbaud Raiser’s Edge NXT® / Pledges and Payments
Pledges are a crucial source of revenue for your organization. But are you managing them correctly? In this session, learn how to create, schedule, and manage pledge records in web view. You also learn how to apply payments to pay down the pledge balance and complete the pledge.
...Power BI
In this accelerator course, you will learn the foundations of building reports in Microsoft Power BI, how to connect and model your Blackbaud data to Power BI reporting using Microsoft Power Automate, and how to publish your reports and embed them in your Blackbaud application with SKY Developer tools. For this course, we will use Blackbaud Raiser's Edge NXT and CSV files as the source data sets, which will be provided to you. However, any power user of Financial Edge NXT, Blackbaud Education Management, Altru, or Blackbaud CRM will learn transferrable skills.
...Power Automate
In this accelerator course, you will build three common automation scenarios, with increasing complexity, so that you develop the skills to handle common pitfalls and FAQs in the real-world. You'll learn how to customize Raiser's Edge NXT to launch automated processes with SKY Developer tools, including integration, notification/ reporting, data health, and approval use cases. For this course, we will use a developer environment of Blackbaud Raiser's Edge NXT, which will be provided to you. However, any power user of Financial Edge NXT, Blackbaud Education Management, Altru or Blackbaud CRM will learn transferrable skills.
...Blackbaud Luminate Online® / Efficiently Using Groups and Interests
Discover the power of groups and interests. In this session, explore how to use groups and interests in Luminate Online to segment your online constituents. Learn how to create and update both, and how to add constituents to either. Investigate how to use groups and interests for emailing, targeting content, and security permissions.
...Blackbaud Raiser’s Edge NXT® / Power Automate
Are you ready to set your work processes to “easy mode”? In this beginner-friendly session, learn how to leverage Microsoft Power Automate with your Raiser’s Edge NXT database. Learn about the Marketplace, third-party apps, and the basics of Microsoft Power Automate. You’ll also create flows from scratch to automate processes and learn how to find and use a template to save even more time and effort.
Note: This session is not eligible for continuing education credits.
If you would like to continue your Power Automate learning, take the afternoon session, Blackbaud Raiser's Edge NXT: Your Power Automate Tool.
...Blackbaud Financial Edge NXT® / Fine Tune Your Financials
You already know Blackbaud Financial Edge NXT can easily produce excellent out-of-the-box nonprofit reports, but are you harnessing all of the capability Blackbaud Financial Edge NXT has to offer? Explore the depths of functionality with Blackbaud University trainers as they highlight clever and handy parameters, options, and tips to help you make the most from your reporting.
Learning Objectives
- Utilize chart organizers to build dynamic financial reports
- Add financial statement parameters for audience-specific reporting
- Use reporting tools to tweak existing charts and parameters for focused financial statements
Microsoft / Data Analysis Using Microsoft Excel PivotTables
A lot of our time is spent trying to notice trends within your 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 session, 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.
...K-12 Enrollment Management / High Powered Checklists
Checklists act as the perfect to-do list for families throughout the admissions process. This tool helps prospective families and admissions staff stay organized and on track. In this session, learn how to take your checklists to the next level! Explore the different functionality available through checklist step types. Build customized checklists for candidates. Manage checklist steps as constituents and staff complete their tasks.
Suggested prerequisite available in BlackbaudU Campus: Checklists | eLearning / K-12 Enrollment Management
...Blackbaud's education management portfolio for K-12 / Unsession
Embark on a transformative learning experience with our new session format—Unsessions! Imagine a space where your voice shapes the direction of the session, allowing you to ask questions and cover topics tailored to your learning goals. This session will foster an environment where participants share insights, experiences, and processes from their organizations. Guided by a skilled instructor, this session promises not only valuable peer knowledge exchange but also a chance to watch instructor demos, learn tips & tricks, and discuss and learn topics that you care about. Join us in this journey of collaborative learning, where your voice takes center stage and connections are forged through shared expertise. Don't miss this opportunity to expand your skills and broaden your professional network! To make Unsessions work, we need your input.
Before you register for this session, please visit this link and tell us what topics and questions you would like to cover. You can also vote for the topics that other participants have suggested. The topics with the most votes will be the ones we focus on during the Unsession. This way, you can ensure that the session meets your needs and expectations.
Note: This session is not eligible for continuing education credits.
...Blackbaud Raiser's Edge NXT® / What’s New in Raiser’s Edge NXT
In the past year, Raiser’s Edge NXT has made several enhancements. Sometimes it can be a challenge to keep up with everything that is happening. In this session, get hands-on experience in functionality recently added to Raiser’s Edge NXT.
...Blackbaud Raiser’s Edge NXT® / Gift Batch in Web View
Gift batch is the hub for how gifts come into Raiser’s Edge NXT. Learn how online gifts, registration fees, and automated recurring gift payments enter Raiser’s Edge NXT via Batch and how you can be more efficient with direct gift entry in a gift batch in web view.
...Blackbaud Financial Edge NXT® / Dashboards
Want to view your Financial Edge NXT data in easy-to-understand charts and tables? In this session, 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
Blackbaud Raiser’s Edge NXT® / Fundamentals: Gift Management
In this session, learn how Raiser’s Edge NXT can help you add and track gifts. Identify the purpose of campaigns, funds, and appeals, understand different types of gift records, and discuss best practices for entering them into the database.
...Blackbaud Award Management™ / System Administration
What’s true of superheroes can also be said of system administrators: with great power comes great responsibility. In this session, learn how to navigate system administration responsibly in Blackbaud Award Management. Define roles and scopes for system users. Create custom categories to streamline the application process. Set up system-wide correspondence.
...Blackbaud Financial Edge NXT® / Budgets
Budgets guide the financial activity of your organization. Budgets are important for planning and maintaining control over your organization’s long-term goals. In this session, learn how to use the budgeting functionality in Financial Edge NXT. Explore the most update-to-date budgeting tools to facilitate your budgeting process. Practice creating, finalizing, and adjusting budgets, and leave with the confidence to use Financial Edge NXT from start to finish in your budgeting process. Practice creating, editing, and posting journal entry batches. Leave the session with the confidence to manage your journal entry process efficiently.
Learning Objectives:
- Describe a basic budgeting process
- Add and edit budget information
- Finalize budgets
- Enter budget adjustments
K-12 Acadmics / Demystifying Course Requests
Are you searching for a way to improve the course request process at your school? Examine the Course Request feature from every perspective. In this session, learn how to provide course recommendations as a teacher, enter requests as a student, and approve requests as a manager — all within the online community! Utilize course requests and set your school up for scheduling success.
...Organizational Best Practices / Fundraising Segmentation
Donor segmentation is crucial for nonprofit organizations, as it allows them to understand the different characteristics and behaviors of their donors. This helps organizations tailor their fundraising and engagement strategies accordingly—but what are the best practices of donor segmentation? Is your organization segmenting donors as effectively as it could? Do you need help in creating a donor segmentation plan? Join us in this product-agnostic session to learn more.
...Microsoft / Transform Your Microsoft Excel Data with Power Query
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 session, 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.
...Blackbaud Financial Edge NXT® / Unsession
Embark on a transformative learning experience with our new session format—Unsessions! Imagine a space where your voice shapes the direction of the session, allowing you to ask questions and cover topics tailored to your learning goals. This session will foster an environment where participants share insights, experiences, and processes from their organizations. Guided by a skilled instructor, this session promises not only valuable peer knowledge exchange but also a chance to watch instructor demos, learn tips & tricks, and discuss and learn topics that you care about. Join us in this journey of collaborative learning, where your voice takes center stage and connections are forged through shared expertise. Don't miss this opportunity to expand your skills and broaden your professional network! To make Unsessions work, we need your input.
Before you register for this session, please visit this link and tell us what topics and questions you would like to cover. You can also vote for the topics that other participants have suggested. The topics with the most votes will be the ones we focus on during the Unsession. This way, you can ensure that the session meets your needs and expectations.
Note: This session is not eligible for continuing education credits.
...Blackbaud Award Management™ / Preparing for Cycle Management
Are you ready to start a new cycle in Blackbaud Award Management? In this session, learn how to prepare your current cycle to allow fresh applications to be received for the new scholarship cycle. It is recommended that your organization perform Cycle Management at least once a year.
...Blackbaud Luminate Online® / Crafting Surveys
By creating and analyzing successful surveys, you can unlock valuable insights and optimize engagement with your constituents. In this session, discover how to create effective surveys in Luminate Online. Design surveys with a variety of question types. Organize survey respondents into groups and manage their responses. Analyze survey data to acquire knowledge about your constituents and improve your engagement tactics.
...Blackbaud Raiser’s Edge NXT® / Fundamentals: Lists
Grouping and filtering records is crucial for leveraging Raiser’s Edge NXT tools effectively. Focus your efforts! In this session, learn to create lists. Add and exclude records from the list, using filters or a map. Fine-tune your display and learn shortcuts for creating a list.
...Blackbaud Raiser’s Edge NXT® / Your Power Automate Tool Kit
Just downloaded a template from the Template Library, or building a flow from scratch? In this beginner-friendly session, come learn how to make your automations powerful with valuable tools that will allow you to further customize your flows. Help your school and nonprofit take the next step of automations with your desired data source. This session will build a flow based on the Raiser's Edge Power Automate connector, but will cover common topics that will help you tailor your organization's flows.
This session builds off of the morning session, Raiser's Edge NXT Power Automate.
Note: This session is not eligible for continuing education credits.
...Blackbaud Raiser's Edge NXT® / Raiser’s Edge NXT for K12 Schools
K12 schools have unique needs, challenges, and goals, and Raiser’s Edge NXT can help! Learn how to leverage Raiser’s Edge NXT tools to get the most out of your software in this session.
...Blackbaud Raiser’s Edge NXT® / Online Giving: Optimized Donation Forms
Why recreate the wheel? We know what works on an online donation form – use it to your organization’s advantage! In this session, learn how to leverage Blackbaud’s experience and real-world research in your online form setup. Apply industry best practices to save time and effort and then track your form’s success.
...Blackbaud Award Management™ / Unsession
Embark on a transformative learning experience with our new session format—Unsessions! Imagine a space where your voice shapes the direction of the session, allowing you to ask questions and cover topics tailored to your learning goals. This session will foster an environment where participants share insights, experiences, and processes from their organizations. Guided by a skilled instructor, this session promises not only valuable peer knowledge exchange but also a chance to watch instructor demos, learn tips & tricks, and discuss and learn topics that you care about. Join us in this journey of collaborative learning, where your voice takes center stage and connections are forged through shared expertise. Don't miss this opportunity to expand your skills and broaden your professional network! To make Unsessions work, we need your input.
Before you register for this session, please visit this link and tell us what topics and questions you would like to cover. You can also vote for the topics that other participants have suggested. The topics with the most votes will be the ones we focus on during the Unsession. This way, you can ensure that the session meets your needs and expectations.
Note: This session is not eligible for continuing education credits.
...Microsoft / Visualize Data with Microsoft Excel Charts and Tables
Make the data contained in your Excel spreadsheet look its best with impressive charts and tables. In this sesson, 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.
...Blackbaud Raiser’s Edge NXT® / Unsession
Embark on a transformative learning experience with our new session format—Unsessions! Imagine a space where your voice shapes the direction of the session, allowing you to ask questions and cover topics tailored to your learning goals. This session will foster an environment where participants share insights, experiences, and processes from their organizations. Guided by a skilled instructor, this session promises not only valuable peer knowledge exchange but also a chance to watch instructor demos, learn tips & tricks, and discuss and learn topics that you care about. Join us in this journey of collaborative learning, where your voice takes center stage and connections are forged through shared expertise. Don't miss this opportunity to expand your skills and broaden your professional network! To make Unsessions work, we need your input.
Before you register for this session, please visit this link and tell us what topics and questions you would like to cover. You can also vote for the topics that other participants have suggested. The topics with the most votes will be the ones we focus on during the Unsession. This way, you can ensure that the session meets your needs and expectations.
Note: This session is not eligible for continuing education credits.
...Blackbaud Raiser's Edge NXT® / AI Acknowledgements
Stewardship is crucial to maintaining and strengthening the bond with your donors, and gift acknowledgements are an essential component. In this session, learn how to leverage artificial intelligence to make crafting your acknowledgements easy and effective!
...K-12 Academics / Streamline Your School's Schedule
Creating your school schedule can be a complex job! With careful planning and system know-how, you can use a variety of tools to streamline this process. In this session, examine the role of the Schedule Manager and practice completing scheduling tasks. Learn how to create the appropriate number of sections for each session. Use a combination of manual and automatic scheduling tools to create the master and student schedules.
Suggested prerequisite available in BlackbaudU Campus: Scheduling | eLearning / K-12 Academics
...Blackbaud Tuition Management™️/ Improve Cash Flow through Billing Best Practices
Are unsustainable billing due dates and parent demands making your tuition lifecycle more complicated? You might be underutilizing the full functionality of your system. In this session, learn how to optimize your cash flow by understanding the lifecycle of billing due dates, the advanced capabilities of your system setup, and best practices for billing.
This is a demonstration-only session.
...Blackbaud Raiser’s Edge NXT® / Query in Web View
In this session, learn what queries are and how to use them effectively in Raiser's Edge NXT web view. Explore how to create groups of records and use them to curate your efforts to the right records.
...Organizational Best Practices / Driving Your Database: Keys to Success
Your database is an important vehicle for your organization. With numerous drivers, how do you make sure it functions like a well-oiled machine? This in-person, product-agnostic session will review your past twists and turns to keep your focus on a smoother drive for your data administration practices. Collaborate with your peers to rev your engines and get your database firing on all cylinders.
...Blackbaud Financial Edge NXT® / Grants
Grants are typically revenue that is received from a granting organization and meant for use on a specific program, mission, or project. With Financial Edge NXT, you can track grant money from receipt to use, and use Grant records to review and explore that information. In this session, learn the key components of setting up grant tracking. Review one-time system configurations. Explore creating a Grant record and an associated transaction code. Record grant transactions within a journal entry transaction.
Learning Objectives:
- Configure Financial Edge NXT for grant tracking
- Create a Grant record
- Add grant transactions
- Explore grant activity
Blackbaud Raiser’s Edge NXT® / Fundamentals: Dashboards
When it comes to your data, seeing is believing. In this session, address common reporting needs with standard dashboards and share them across your organization. Compare your organization’s fundraising with similar organizations, with benchmarking.
...Blackbaud Financial Edge NXT® / What’s New in Financial Edge NXT
In the past year, Financial Edge NXT has made several enhancements. Sometimes it can be a challenge to keep up with everything that is happening. In this session, get hands-on experience in functionality recently added to Financial Edge NXT.
Learning Objectives
- Learn about the most recent features added to Financial Edge NXT
- Practice utilizing new features in sample data
The Future of Payments and Empowering Social Impact
Discover how embracing the latest payment technologies can transform your organization. This keynote will cover emerging trends like digital currencies and contactless payments, showing their potential to boost your operations. Equip yourself with strategic insights and practical tips to effectively utilize Blackbaud Merchant Services™ for greater impact.
...Deep Dive into a Collaborative Approach: From Admissions to Retention with Continuous Enrollment
A total online integrated solution helps facilitate a partnership between Admissions, the Business Office, and the Registrar. From Inquiry to Application to Continuous Enrollment, join this session to learn how this solution can help with long-term family retention.
...The Amazon Effect: AI-Driven Donor Models Disrupt Traditional Prospect Research
Explore the transformative power of AI as it has the "Amazon Effect" on traditional prospect research. Uncover the parallels between Amazon's disruption of the traditional brick-and-mortar business model and how AI, through tools like Blackbaud’s Prospect Insights, can simplify prospect identification for your organization. Learn to transition from reactive to data-driven research, utilizing donor modeling to prioritize efforts then showcase your impact on your team’s fundraising outcomes. Join us as we discuss the real-life application of Prospect Insights with Blackbaud Raiser's Edge NXT® to explore how AI isn't exclusive to big companies—it's a powerful tool accessible at your fingertips, revolutionizing prospect development strategies.
...Digital-First Support: Mastering Knowledgebase & Virtual Assistant for Blackbaud Raiser’s Edge NXT
Join us for an insightful session where we delve into Blackbaud Support’s digital-first journey, transforming the way we approach customer support. We'll explore the availability of our self-service resources and how they enhance the support experience for Blackbaud customers.
Following the introduction, we'll transition into a hands-on session with a Support Subject Matter Expert (SME) for Blackbaud Raiser’s Edge NXT. Here, you'll learn how to leverage the full potential of the Knowledgebase and the Virtual Assistant. Our expert will guide you through practical scenarios, demonstrating how to quickly locate resources for Blackbaud Raiser’s Edge NXT most searched topics. You'll gain valuable tips on navigating the Knowledgebase with ease and interacting with the Virtual Assistant to get the answers you need when you need them.
Perfect for those looking to enhance your support experience, this session will equip you with the knowledge and skills to make the most of our digital resources. Come prepared with your laptop to engage, learn, and transform your customer support journey with us.
...Tech Tango: Swaying with Style – Change Management for People Who Hate Change
The only constant in life is change. And the same goes for the tech you’re using at your organization! Moving to new technology can be painful, but utilizing these change management principles will help you adopt, change, and improve the outcomes for your organization. Using customer examples, Aline and Jody from Blackbaud University and Blackbaud Customer Success will walk you through planning for change.
...Navigating Bumps: Lessons Learned from Facebook One Year Later
In 2023, there were multiple changes with how Facebook processes payments. This situation was unplanned and caused many disruptions in business. This group of panelists will share lessons learned along the way in how they were able to be responsive in a sea of unanticipated changes, communicate with their participants, and limit the impact on their revenue.
...The Art of Charts: Choosing the Right Visualization to Tell Your Story (CPE)
You are probably familiar with the phrase, “A picture is worth a thousand words.” Do you have data but struggle with how best to depict the story the data is telling? Join us for this glimpse into the power of data visualization, during which we will share tips, techniques, and examples of effective storytelling graphics. Additionally, we will discuss the general best practices for graphic design in the context of data visualization.
This session is equal to one CPE credit.
...Breakfast and Coffee - Networking Breakfast for Grantmakers
IPEDS, NSLDS, and Clearinghouse Reporting
Learn tips and tricks for using Education Lists to streamline data extraction and formatting for reporting to IPEDS, NSLDS, and National Student Clearinghouse.
...Accelerating Impact: Driving Conversions for Nonprofit Websites with Fundraising Software
In the dynamic landscape of online fundraising, nonprofits face the ongoing challenge of engaging donors effectively to drive conversions. Join us for a customer success session with Brother’s Brother Foundation, where we explore the powerful intersection of technology and design strategy to optimize nonprofit websites for maximum impact. We will delve into the innovative use of Blackbaud Luminate Online®️ donation forms to elevate your organization’s online presence and amplify your fundraising efforts. Through real-world case studies and actionable insights, attendees will learn how to leverage fundraising software to create compelling donation experiences tailored to their audience. From intuitive donation forms to personalized donor journeys, discover proven techniques to increase conversion rates and boost fundraising success. Gain valuable strategies for optimizing your website’s user experience to inspire trust and encourage donations. Explore the latest trends in donor behavior and how to adapt your online fundraising strategy accordingly. Whether you’re a small nonprofit just starting out or a seasoned organization looking to revitalize your online presence, this session offers practical guidance to drive meaningful results. Join us for an interactive session that empowers nonprofits to harness the full potential of fundraising software and accelerate their impact in advancing their mission.
...Give the People What they Want: Optimized Constituent Management with Raiser's Edge NXT
In a world where hundreds of other vendors and worthy causes clamor for the attention of your supporters - and regulatory environments restrict access to varying extents around the globe - how do you ascertain the
right message still gets to the right person? Join Raiser's Edge NXT product experts to get a glimpse into optimizing consent and preferences to deliver communications your supporters want to receive - and comply with the prevailing regional regulations.
Building a Culture of Innovation
The University of Manitoba Donor Relations department has undergone a major transformation in the past 3 years. Becoming a data driven organization required a significant shift in culture, fundamental values, and expectations from the business.
Executive sponsorship and buy in from the business stakeholders was essential in the implementation of this huge initiative. This presentation will discuss the roadmap taken to achieve this in a short period of time. From the initial sponsorship at the executive level to the redefining of roles and responsibilities throughout the units. Advancement Services changed from a service driven department to an IT solutions provider. Enabling the business to quickly change the relationship they had with data and the ability to access it.
...Advanced Lists 101
This session will offer a review of advanced list logic with a few helpful examples to get you started.
...Luminary Super Session: CSR + DEI = ROI | How Inclusive Engagement Benefits Every Community (with Lunch)
Equity and empathy are the keys to success in a modern, diverse, and globalized economy. But turning policy into practice isn’t easy, no matter how big the company, nonprofit, or community organization. How can we stay true to our values while recognizing just how quickly public and industry perceptions can change? This talk is designed to help companies, nonprofits, and communities achieve what's best for their people, the planet, and the economy. We will focus on how any team leader can maximize the diversity of their network to drive business, impact the communities where they live, and become inclusion ambassadors for the organization. Learn how to tap the multi-trillion dollar collective power of America’s diverse communities to take your company or organization’s success to new heights.
After the panel session is concluded, please grab your lunch right outside our room and come back for some related table-top discussions to help you network!
...Luminary Super Session: Critical Collaboration for FUNDraising and Finance Professionals (with Lunch)
Join us for an enlightening panel discussion featuring industry leaders as they explore the critical collaboration between fundraising and finance departments. When you view everyone as both a fundraiser and a finance professional, it has significant impacts on donor and fund management cycles. Learn why everyone plays a role in FUNDraising. Gain insights into the differences and key aspects of funding and finance relationships and learn how each role contributes to the ultimate impact. Don’t miss this opportunity to engage with experts and peers and elevate your organization’s success through cohesive teamwork.
After the panel session is concluded, please grab your lunch right outside our room and come back for some related table-top discussions to help you network!
...Luminary Super Session: Everyday Actions, Extraordinary Potential: The Power of Giving and Volunteering (with Lunch)
Over the last century, surveys of the landscape of American generosity have been dominated by a single feature: the longstanding year-over-year increase in the aggregate dollars Americans have given to tax-deductible nonprofit organizations. However, in 2022, the view from the top began to look different, with the total amount raised representing a decline of 8.4% from the year before in inflation-adjusted dollars; in 2023, total giving fell by another 2.1%.
We have also seen a steady decline in the share of households giving to nonprofits dropping from 66.2% in 2000 to 49.6% in 2018 and a parallel decline in the rate of volunteering going from 27 percent of Americans in 2002 to 23 percent in 2021.
In the face of these changes, the Generosity Commission was convened in October 2021 to better understand giving and volunteering today. The Generosity Commission, a group of leaders from across the charitable sector, is committed to celebrating and supporting everyday givers and volunteers in the United States while also illuminating the important role these social actors play in our society and recommending actions that could be taken by policymakers, business leaders, foundation officers, and nonprofit innovators to encourage their participation and contribute to growing their numbers.
Join commission leaders, Mike Gianoni, President, CEO, and Vice Chairman, Blackbaud, and commission co-chair Kenneth Hodder, national commander for Salvation Army and commission member, and John Tyler, general counsel and corporate secretary for Ewing Marion Kauffman Foundation, co-chair of the commission’s policy task force, for a moderated conversation hosted by Sally Ehrenfried, head of government relations, Blackbaud, on the commission’s report, which will be released on Tuesday, September 17.
Everyday givers and volunteers have extraordinary power to meet local needs, build community, and strengthen our social fabric. As fewer people are giving to and volunteering with nonprofits today, the Generosity Commission is sharing research and recommendations to protect and promote the future of generosity in the United States.
After the panel session is concluded, please grab your lunch right outside our room and come back for some related table-top discussions to help you network!
...Luminary Super Sessions: Education in Transition: Strategies for Student and Faculty Recruitment and Retention (with Lunch)
We’re bringing together experts in higher education and K–12 schools to talk about recruitment, retention, and change management that significantly impacts both sectors. From declining student populations and faculty attrition to disruptive technological evolution, the education landscape is facing unprecedented challenges. Our panel will share their setbacks, success stories, and strategic plans used to overcome these challenges. School leaders will leave with actionable strategies to build communities where their faculty, staff, and students are motivated to join and stay.
After the panel session is concluded, please grab your lunch right outside our room and come back for some related table-top discussions to help you network!
...Welcome & Blackbaud Tech Keynote
Blackbaud tech leaders will take you on an exciting tour of new announcements and recent enhancements across Blackbaud’s software. You’ll learn about the future of software for the business operations of social impact and get a first look at enhancements to more closely connect the business offices of your organization, help you work more confidently and efficiently than ever with useful AI tools designed for you, and much more.
Featuring Catherine LaCour, Todd Lant, Mike Gianoni, Sudip Datta, Kevin McDearis, Neena Gupta Needel, Andy Snyder, Jerry Needel, Linton Myers, Carrie Cobb, Ben Wong, Heather R. Johnson and Allison Van Diest
...Awarding Automagic: Leveraging Imports and APIs to Eliminate Manual Effort
This session will provide tips and tricks for using automation and APIs to share information between multiple systems and your Blackbaud Award Management™ system, beginning with automating the import of student data from multiple sources and using APIs to share award information with the systems that need to know—with the least amount of IT assistance possible.
...Blackbauds Learning Management System: Bringing the New Student Assignment Experience to Life
Chat with the Product Manager for Blackbauds Learning Management System as he takes you behind the scenes of the development of the new student assignment experience. Learn a little about how we identify problems, gather feedback, build, and ultimately bring a feature set to market.
...Blackbaud Financial Edge NXT®: Pioneering Innovation and Future Direction in Fund Accounting
Explore the dynamic trajectory of Financial Edge NXT as it propels towards groundbreaking advancements in technology and beyond. Delve into the roadmap beyond the imminent achievement of a total web solution by year-end, unveiling the strategic blueprints for continued evolution. Uncover the transformative potential of AI in revolutionizing nonprofit accounting, with a focus on real-world applications and use cases. Additionally, gain insights into NXT’s visionary plans for enhancing interoperability and connectivity between systems, forging a seamless landscape for the future. Join us for a riveting exploration into the frontiers of innovation and development with the Financial Edge NXT product management team.
...Digital-First Support: Mastering Knowledgebase & Virtual Assistant for Blackbaud Financial Edge NXT
Join us for an insightful session where we delve into Blackbaud Support’s digital-first journey, transforming the way we approach customer support. We'll explore the availability of our self-service resources and how they enhance the support experience for Blackbaud customers.
Following the introduction, we'll transition into a hands-on session with a Support Subject Matter Expert (SME) for Blackbaud Financial Edge NXT. Here, you'll learn how to leverage the full potential of the Knowledgebase and the Virtual Assistant. Our expert will guide you through practical scenarios, demonstrating how to quickly locate resources for Blackbaud Financial Edge NXT most searched topics. You'll gain valuable tips on navigating the Knowledgebase with ease and interacting with the Virtual Assistant to get the answers you need when you need them.
Perfect for those looking to enhance your support experience, this session will equip you with the knowledge and skills to make the most of our digital resources. Come prepared with your laptop to engage, learn, and transform your customer support journey with us.
...Consensus: Payments Alignment Across Your Organization
Join us for an engaging session on achieving payment alignment across your organization. In this session, we'll explore strategies to foster consensus and collaboration among stakeholders in establishing leading payment practices. From standardizing payment methods to streamlining processes, we'll delve into practical approaches to maximize impact, transparency, and efficiency in your organization's payment landscape. Don't miss out on this opportunity to optimize your payment ecosystem and unlock greater impact and operational efficiency.
...The State of Employee & Community Engagement
This session is focused on providing critical data and insights to help drive action and impact. Several key external factors can influence and impact our employee and community engagement, however there are also key corporate social impact sector trends in volunteer, giving, and broader philanthropic activity that can help provide insight into ways that CSR strategies and programs can further evolve. In this session we will explore a mixture of data and insights from the YourCause 12th Annual Industry Review, ACCP’s 5th Annual CSR Insights Survey, as well as key points from various 2024 data and research reports from CECP. In turn, we will explore the intersection of broader sector-wide investments and trends, insights into trending levels of engagement tied to various programmatic offerings, and the corresponding pressures and impacts on corporate social impact professionals and leaders.
...Mastering the Latest Updates to Online Applications in Blackbaud Grantmaking™: Tips from the Experts
Blackbaud University Instructors, Henry and Chrissy, will guide attendees through the advancements made to the Blackbaud Grantmaking Online Application tool in 2024. The session will begin with highlighting the stand-out new features that will excite users, including conditional logic, basic e-signature, and language translation. Henry and Chrissy will demonstrate building an applicant-friendly form that highlights their expert tips and share suggestions to keep online application management processes organized. The session will end with an opportunity for attendees to ask their questions surrounding Online Applications.
...Headwinds in Fundraising and the Role of Data-Driven Storytelling
Donor behaviors are changing. Fundraising as a profession is at a crossroads. There is increasing competition for philanthropic dollars. How does a leader in this environment stay focused on the guiding star and lead key stakeholders through the chaos? The answers:
- A data-driven fundraising assessment
- Understanding the broader context using benchmarking
- Identifying the key stakeholders
- Compelling storytelling and change management
Through the specific example of University of North Georgia’s challenges and successes, attendees will learn how Blackbaud’s predictive insights serve as a light in the storm. Attendees will be able to assess:
Challenges in the fundraising environment
a. Competing values
b. Changing donor behavior - Benchmarking Trends
c. Staffing and budget challenges
How to assess your organization’s specific situation within a broader context
a. What hand have you been dealt at your organization?
b. What are the unique challenges/opportunities?
c. How to message to key stakeholders – Managing up
Attendees will leave this session empowered to move into the future of fundraising on a foundation of data-driven insights.
Driving Operational Excellence: A Low-Code Approach for Nonprofits and Education Institutions
- Code Overview: Get into the basics of low-code development and how it can improve organizational efficiency.
- Process Automation: Discover how low-code workflows can automate repetitive tasks, freeing up valuable time for staff members.
- Custom App and Website Development: Learn how to create tailored applications and pages using low-code tools.
- AI Integration: Explore how simply asking the right questions can hasten your app development and supercharge user experiences.
- Data Management Optimization: Explore strategies for managing data efficiently. We’ll delve into data modeling, integration, and reporting, emphasizing how low-code solutions can simplify data-related complexities.
Blackbaud Tuition Management™ Shop Talk
This session is designed to review new and under-utilized product features and share best practices, tips, and tricks.
...Best Practices in Portfolio Management
In fundraising, classic prospect research and management is the process of moving a prospect through the life cycle of major gift solicitation. But there is often little discussion of how portfolio management strategies can impact an officer’s ability to successfully take the prospect through the journey from qualification to solicitation to stewardship. What goes into portfolios has a lot to do with the results that come out of that portfolio—the same idea as "garbage in, garbage out" for databases. Utilizing data from the 150+ institutions in the Blackbaud Fundraiser Performance Management™ community, we'll take a look at a variety of factors to consider when creating a portfolio management strategy. In this session, we will define portfolio management practices such as hygiene, coverage, churn, composition, and review, and examine how each can help set up officers for greater success.
...Best Practices for Building an Integration Strategy
With over 80% of RENXT clients utilizing 4 or more third party applications, the need for an integration strategy is critical. Join this session to learn best practices for establishing and improving an integration strategy that scales with your organization. We have seen a tripling of technology systems, in the past 10 years, leading to significant adoption of best-of-breed technology. Simultaneously, Raiser’s Edge NXT opened APIs, enabling external applications and individuals to write code to push and pull data. This adoption of technology, and ability to seamlessly move data from point-to-point, marks significant progress for nonprofits. That said, there are some critical elements you should consider when it comes to managing, maintaining, and nurturing your data. With open APIs, we are seeing many external applications build their own integrations to move data into Blackbaud and while the potential automation enhancements sound like progress, we want to encourage caution. No two sources of data, or integration solutions, are the same and without an intentional data management strategy, you sacrifice the ability to maintain control leading to untrustworthy data, poor donor stewardship, and missed opportunities. Do you have a data management and integration strategy to nurture your greatest asset and be good data stewards?
...Peer-to-Peer Panel #1: Elevating the Here & Now
Join industry experts from Susan G. Komen, GuideStone and Des Moines Area Regional Council (DMARC) as they discuss the current landscape of peer-to-peer fundraising, including new technology, finance, and support for peer-to-peer fundraising. Hear their tips and tricks for creating user-focused experiences for your participants.
...Increase Online Fundraising Using Blackbaud Donation Forms
Whether you're a growing nonprofit or have a robust development or advancement department, it's no secret that leveraging the right technology can save you time, money, and talent. With our new Optimized Donation Forms, you'll be empowered to raise even more. Join us for a tour of Blackbaud Donation Forms - Optimized and Standard forms, and learn how we are utilizing best practices, data, and A/B testing to optimize for larger average gift amounts and a higher donor conversion rate.
...Decision Makers' Guide to Automation and Extensibility
Technology is changing and with that comes new opportunities for increased process automation and extending the features and functionality of existing solutions. Many of these options can tackled by those who work with these process and solutions on an everyday basis so know first hand the requirements and desired results. This session will be an overview of the current landscape and how this applies to Blackbaud Solutions. Geared to those decision makers who have staff looking to devote time to exploring these possibilities.
...Cut the Clutter: Best Practices to Streamline and Clean Your Blackbaud eTapestry® Database
This session will discuss best practices for setting up regular data management projects for a tidy Blackbaud eTapestry database. It will include a review of the options available to assist within the database, plus discuss how specific data guidance can be provided by Blackbaud consultants. We will also discuss the paid data services available to remove dead weight within the database.
...The Life-Changing Magic of Tidying Up Your Blackbaud Raiser's Edge NXT® Database
Let’s Marie Kondo your database! We’ll start with a deep dive into Duplicate Manager and give you a tangible plan for tackling clean-up. We’ll also explore the new online data review tool and demonstrate how you can use it to help decrease the number of new duplicates. Finally, we’ll give you a recap of work Blackbaud has done to help make data hygiene easier, along with a sneak peek of new AI product enhancements that will further lighten your load.
...2024 Startup Showcase
If your organization 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 2024 Startup Showcase event to hear from the companies in the January and July 2024 cohorts of Blackbaud's Social Good Startup Program as they pitch their impactful, innovative and extensible solutions to a panel of judges including members of Blackbaud's executive leadership team.
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.
The Trajectory of Financial Aid
In this session, we will speak to the past, present, and future of financial aid in the K-12 space. We will look at trends, data, and customer stories to guide us toward a sustainable and effective future of needs-based financial aid.
...Core Roles, Cloned Roles & Tasks Panel
Each panelist will share their experience with a specific Role or Task: what was the need that prompted changes to the Role or Task; what benefits did the change provide; and what risks or challenges did the change present. Participants are encouraged to engage and ask questions!
...Are You Doing This? A Changemaker’s Guide to Altru
Learn about the things you should be doing in your Altru database directly from a changemaker! Join Customer Success Manager, Rosita Bradham, as they reveal tips and tricks to maximize efficiency, and the most important things you should be doing in your database to get the most out of Altru and fulfill your organization’s mission.
...Optimize Digital Media Advertising Using Server-Side Tagging with Luminate Online®️
In this session you will learn about ways to use new analytics technologies in combination with Luminate Online pages and S-Tags to track data more accurately, to optimize your digital media campaigns, to increase security, and to provide you with better control of your data. The session will cover ways to use Google Tag Manager, Google Server-Side Tag Manager, Google Ads Enhanced Conversion Tracking, Meta Conversion API, and Google Cloud Server. We'll discuss how your organization can collect more detailed conversion data using Javascript and Luminate Online S-Tags, and share a recent success story from K9s for Warriors where these methods were used to optimize their digital media campaigns.
...Close Your Month Faster: Getting Staff Buy-In for Expense Management
Learn how one organization improved their time to close by getting staff comfortable with expense management. This session will include pre-purchase approval, best practices for adoption, and lessons learned.
...Unveiling Efficiency: Harnessing the Power of Blackbaud Award Management™
Through a lens of efficiency and innovation, join Canadian and US customers who have leveraged Blackbaud Award Management to unleash the transformative potential of software-driven scholarship management practices. Gain perspectives to streamline data sources across campus, consolidate approaches, increase application rates, expedite processing times, improve the reviewer experience, enhance campus engagement and optimize processes. Get insights about site configurations to accommodate future institutional expansion, with provisions for graduate student inclusion and broader stakeholder access to increase institutional alignment, freeing frontline teams to focus on strategic initiatives and mitigating risks.
...Do Prospect Researchers and Frontline Fundraisers Speak the Same Language?
Portfolio review can be a stressful time for both prospect researchers and frontline fundraisers. While their goals intertwine, the methods and information required to meet these goals aren't always in line. In this session, we will explore the the differences between what makes a great prospect researcher vs. a great fundraiser in an attempt to bridge the gap between the two groups and make the portfolio review process less stressful.
...Leveraging Online Giving Insights to Raise More
As digital technology continues to shape the landscape of philanthropy, understanding the dynamics of online giving has become imperative for success. This presentation will shed light on the intricacies of online giving through the lens of performance benchmarks, providing you with a comparative analysis to enhance your fundraising strategies. We will explore online giving trends, drawing insights from a diverse range of nonprofits across sectors and sizes. By examining donation conversion rates, average gift size, donor retention, and engagement metrics, we unravel the underlying patterns and provide recommendations to improve online fundraising campaigns. Ultimately, we want to equip you with the knowledge and tools necessary to navigate the evolving landscape of online giving successfully. By leveraging performance benchmarks, we’ll show you how you can unlock new avenues for growth, engagement, and impact in the digital age.
...Employee Fundraising is Fun! A Choose-Your-Own-Adventure Journey
Hear from the Applied Materials team about how they lead employees across over a dozen sites to raise $1.7 million for food banks throughout North America each year through a competitive team fundraising effort. This session will include a detailed breakdown of the campaign leadership structure, communications strategy, and how the team leverages YourCause® CSRconnect® to enable nearly 6,000 donations to 58 food banks within one month. The team will also share creative ideas for employee-led fundraising events (turns out, you CAN throw a pie in your executives’ faces and get away with it!).
...How Blackbaud Delivers Software
Join us for an in-depth review of Blackbaud’s methodology for delivering innovative products and features to our customers. This session will showcase our use of cutting-edge technologies, including public cloud solutions, dynamic capacity management, and automation to enhance speed and reduce errors.
We’ll also discuss how these advancements enable us to swiftly integrate new capabilities such as Generative AI, transition from legacy systems, and bolster security measures. This presentation is tailored for organizational leaders and technology enthusiasts.
...Peer-to-Peer Panel #2: The Future State of P2P Fundraising
In this session, we will gather a panel of impressive industry experts to take on the future of peer-to-peer fundraising. We will discuss how to leverage emerging technologies and donor expectations.
This panel will help you and your organization determine the best path forward for success and identify the next big thing(s) in peer-to-peer fundraising.
...The Full Circle: Complete P2P in Blackbaud Financial Edge NXT
Do you have a 360-degree view of your financial processes, from requisition to invoice to payment?
PaperSave by PairSoft’s natively integrated AP, procurement, and payments automation work to streamline your entire procure-to-pay process from the comfort of Blackbaud. Join this session for a live look into how this powerhouse combination works in Blackbaud Financial Edge NXT — including the exponential time and cost savings, fully secure platform, visibility over spend management, and out-of-the-box workflows.
...Keep or Delete Data? Latest Thoughts for Consideration
For years we have been taught to collect and keep everything we ethically and legally can. But pricing by record count, threats of data breaches, and possible privacy legislation indicate we might need to delete data and records, while the promoters of AI for fundraising are telling us that more data helps train the models. What should we do? Join Bill Connors—author of the widely-read 2016 whitepaper “To Delete or Not Delete?” about deleting constituent records in Raiser's Edge—as he updates his thinking and, in the absence of clear industry guidance on the matter, provides ideas about how you and your organization should decide what to do.
...Digital-First Support: Mastering Knowledgebase & Virtual Assistant for Blackbaud Enrollment Management System™
Join us for an insightful session where we delve into Blackbaud Support’s digital-first journey, transforming the way we approach customer support. We'll explore the availability of our self-service resources and how they enhance the support experience for Blackbaud customers.
Following the introduction, we'll transition into a hands-on session with a Support Subject Matter Expert (SME) for Blackbaud Enrollment Management System™. Here, you'll learn how to leverage the full potential of the Knowledgebase and the Virtual Assistant. Our expert will guide you through practical scenarios, demonstrating how to quickly locate resources for Blackbaud Enrollment Management System™ most searched topics. You'll gain valuable tips on navigating the Knowledgebase with ease and interacting with the Virtual Assistant to get the answers you need when you need them.
Perfect for those looking to enhance your support experience, this session will equip you with the knowledge and skills to make the most of our digital resources. Come prepared with your laptop to engage, learn, and transform your customer support journey with us.
...Enhancing and Optimizing Your Budgetary Processes
We’ll discuss the best strategies and practices for improving budgetary processes and reaching and surpassing your organization’s financial goals. We’ll walk through what an optimized budget development workflow looks like, hitting on areas such as position-based budgeting, enhanced reporting, and the benefits of collaborating with stakeholders using a centralized solution. Zobrio is an accredited technology and service delivery partner of Blackbaud, providing solutions that save time and money for over 15 years.
...Change Up Your Questions - Exploring what you ask your grantees and how
This session will review how changing times, shifting ecosystems, and an evolving understanding of philanthropy are encouraging funders to review their application and decision-making frameworks. Finding a balance between knowing enough about an organization and reducing the burden on potential grantees can be a challenge. The goal is to gather information that focuses on the factors most important to you as a funder and do so in a way that builds relationships rather than checks the boxes. Material you collect should actually be used to make decisions. And you should ensure that what you ask actually addresses critical attributes you seek in a potential grantee. Explore guidelines and filters through which you can assess the questions you’re asking, how those questions are asked, and in what format. Review how to examine components of your process, including site visits, grant reports, and decision-making conversations, to ensure that grantees are engaged equitably and respectfully. Using real-world examples, you will have the opportunity to discover how you might respond to specific situations that require a strategic rethinking of your process, questions, or both. Discuss how grantee feedback and input from board members can help you to promote learning as the impact of these changes are evaluated.
...The Next Generation of Blackbaud CRM™ Powered by Blackbaud SKY®
Get a detailed update on how Blackbaud SKY and Blackbaud Cloud Operations are driving new capabilities and expanded possibilities for Blackbaud CRM, including a demonstration of progress and vision for a new, modernized user experience for Blackbaud CRM enabled by SKY UX. See how Blackbaud Cloud Operations is improving security and compliance, automating the update process, enabling more access and control of data, and fueling rapid innovation for Blackbaud CRM. Find out what’s new, and get answers to your questions from our team of Product and Technology experts!
...Power Platform User Group Reception
Welcome Reception in the Marketplace
Come by the Marketplace to...
-
See Blackbaud technology in action
-
Connect with Blackbaud product experts
-
Learn CPR with the American Red Cross
-
Visit our amazing sponsors (see floorplan here)
-
Drop by the K-12 Sponsor Spotlight (see schedule here)
-
Play at our Pickleball Court
-
Unwind at the Relaxation Station
-
Attend a demo theater session (see session schedule here)
Get Involved with Innovation: Customer Discovery Opportunities
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!
...Innovation for Social Impact: AI Feature Previews
Mainstage Inspiration with Sheryl Lee Ralph
Don’t miss this extraordinary opportunity to hear from Emmy award-winning actress, producer, and advocate Sheryl Lee Ralph! Whether you know her from ABC’s current smash hit Abbott Elementary, Sister Act 2, or Broadway’s Dreamgirls, you’ll be inspired by Ralph’s passion for building a better world. She’s an advocate for education, a nonprofit founder—and a spellbinding voice for change. Sheryl Lee Ralph will share empowering, confidence-boosting wisdom from her impressive five-decade career, along with fresh inspiration for anyone who wants to make a difference.
Featuring Sheryl Lee Ralph
...How Payment Assistant in Financial Edge NXT Can Help Streamline your Payables
Payment Assistant handles all of your vendor payments. With secure virtual card payments, remote check printing, and faster ACH processing, vendors are paid quickly and on time, giving you more time to focus on your mission.
...Breaking Down the First-Ever Donor Advised Fund Benchmarking Study for Nonprofits
In 2024, Chariot and K2D Strategies launched the inaugural Nonprofit Donor-Advised Fund (DAF) Benchmark study with 20 leading organizations around the country, including Susan G. Komen. Through our comparative historical analysis of all individual giving at participating organizations over the past five to ten years, we unearthed the first-ever data insights on DAF donor behavior from the nonprofit perspective. We can finally answer questions like what’s working best to attract new DAF donors or convert existing donors to use their DAF if they have it? In this panel discussion, we share everyone’s top takeaways from the study, how participant organizations are acting on this new insight, and what’s next for fundraisers and DAFs.
...Blackbaud Luminate Online® and Your Payment Journey
Many changes are coming to payments processing in Blackbaud Luminate Online and Blackbaud TeamRaiser®. This session will help you navigate all the changes and determine what the next steps are for you with PCI v. 4.0, as well as the new Payments Checkout toolset. This is not your ordinary payments processor, and we want you to get excited!
...August Insights: Data-Driven Strategies for Student Wellbeing
Getting Your Data Into Shape: The Path to Innovation
This presentation equips nonprofit leaders and staff with the knowledge to transform "scattered data" into a powerful tool for innovation. We'll explore the challenges of managing information across multiple disconnected systems. You'll learn the key steps in preparing for a data equalization project and how to streamline your supporter information for easier analysis and improved digital experiences.
...Blackbaud's Learning Management System and Blackbaud Student Information System™ Shop Talk
Chat with the Product Managers of Blackbauds Learning Management System and the Blackbaud Student Information System in a joint meeting. Learn about the vision of how the two products will work toward building a more integrated solution to better enable admin, faculty, and students alike.
...Due Diligence in Grantmaking: How to Minimize Risk Through Strong Internal Controls
When thinking about minimizing risk with your grantees there are 4 areas we are going to focus on:
- Best practices for selecting your grantees
- Establishing strong internal controls
- What to do during the life cycle of the grant if you receive a whistleblower compliant
- Next steps for addressing the compliant and establishing a corrective action plan
Monitor the following:
- Confirm that existing polices and procedures and understood and adhered to
- Ensure charges to all grants are reasonable, allocable and allowable
- Make sure the grantee is applying organizational policies uniformly to all grants
- Verify that spending is adequately documented Developing your Whistleblower Policy and key tips on how to handle complaints
Blackbaud Tuition Management™: Managed Services Tips & Tricks
This session with get into the thick of it, diving deep into Blackbaud Tuition Management. In partnership with a Managed Services representative, we'll review the top best practices with Contract Integration in Blackbaud Tuition Management!
...Arts & Cultural Organizations: Learn How to Optimize Your Digital Customer Journey
Before potential patrons visit your arts & cultural organization, they visit your website to see your calendar of events and exhibits. If your website and integration to your Blackbaud Altru® ecosystem have not been optimized for ticketing best practices, you may be leaving transactions on the table. Have you ever done a deep dive into what the path is like for someone to buy a ticket or become a member on your website? Join us to learn about how you can transform your digital customer journey and convert more people into visitors and members. You’ll get a behind-the-scenes look at how Speak is transforming the websites and ticketing processes of Blackbaud Altru customers, helping to deliver a top-notch digital experience for guests.
...Enhancing Data Integrity: Charting New Paths with Power Automate and Blackbaud Raiser's Edge NXT®
Embark on a journey of exploration with Alvernia University Director of Advancement Operations, Hallie Guiseppe, as she dives into the realm of data management using Microsoft Power Automate and Blackbaud SKY APIs with Blackbaud Raiser's Edge NXT®. Hallie will showcase how these powerful tools have enabled Alvernia to enhance data integrity and streamline processes and she will share practical examples and insights to inspire low-code data management strategies at your own organization.
...Wash, Rinse, Repeat: Actionable Fundraising Tactics Using Blackbaud Raiser's Edge NXT® and Analytics
Every fundraiser wants to maximize their efforts, and this becomes a critical objective when you are a small shop with an extremely limited timeline to engage with potential donors. A moment lost can mean a prospect missed and a short window of opportunity closed, permanently.
In this session, the Alzar School will share their unique fundraising experience, where they prepare for every semester with entirely new parents and then rebuild their prospect pool repeatedly. As a young school with limited alumni resources, they've spent the last five years relying primarily on the engagement of their participant families and the use of strategic analytics, prospect management, and Blackbaud Raiser's Edge NXT® to maximize involvement.
Everything they do relies on the support of donors and volunteers, and they do it with a fundraising team of one. May this extreme example be an inspiration for how integrating analytics into your own organization's fundraising plans can help you reach your goals, no matter what the timeline!
...Unlocking Social Media Audiences to Maximize your Peer-to-Peer Fundraising: Data-driven insights from +$1B Raised on Facebook
Supercharge your social fundraising on Facebook, Instagram and TikTok. We’ll share case studies from customers including American Cancer Society acovering the results they have seen with the JustGiving and GivePanel integration. Find out how this has helped them with supporter acquisition through social channels, creating a seamless supporter experience and monitoring social fundraising performance, all in one place.
Packed with data and analysis from raising over $1b through Facebook fundraising, this session will cover the latest social media network trends, and 10 actionable takeaways designed to help you enhance your fundraising outcomes.
Digital-First Support: Mastering Knowledgebase & Virtual Assistant for Blackbaud Payment Service
Join us for an insightful session where we delve into Blackbaud Support’s digital-first journey, transforming the way we approach customer support. We'll explore the availability of our self-service resources and how they enhance the support experience for Blackbaud customers.
Following the introduction, we'll transition into a hands-on session with a Support Subject Matter Expert (SME) for Blackbaud Payment Service. Here, you'll learn how to leverage the full potential of the Knowledgebase and the Virtual Assistant. Our expert will guide you through practical scenarios, demonstrating how to quickly locate resources for Blackbaud Payment Service most searched topics. You'll gain valuable tips on navigating the Knowledgebase with ease and interacting with the Virtual Assistant to get the answers you need when you need them.
Perfect for those looking to enhance your support experience, this session will equip you with the knowledge and skills to make the most of our digital resources. Come prepared with your laptop to engage, learn, and transform your customer support journey with us.
...Feed Your Fundraisers: Help Your Development Office Achieve Great Fundraising Results
Find out how a former food bank database manager used Blackbaud Raiser's Edge NXT® to track data and provide reporting to fundraisers. Open to any nonprofit organization! You'll learn about automated workflows, work center, reports, lists, and dashboards to feed your fundraisers the data they need to raise the most!
...Partners or Adversaries: How Fundraising and Finance Can Share a Cohesive Money Story with Blackbaud Raiser's Edge NXT® and Blackbaud Financial Edge NXT®!
Telling the full ‘money story’ can be cohesive and natively easy when you fully utilize Raiser’s Edge NXT integrated with Financial Edge NXT. When both fundraising and finance have a shared understanding of system functionality, you can better capture and be accountable with your major gifts, campaign proposals, grant applications, and more. There is a joint responsibility with donor and fund management cycles and an opportunity to create a solid partnership between two critical departments. Dive into using your solutions to know what is possible and make your organization more cohesive (and less adversarial).
...Recalibrating DEI: The Movement Toward Holistic Inclusion
During this open conversation, we’ll dive into how many organizations are evolving their approach and recalibrating their diversity, equity, and inclusion strategies and programs today. The session will begin by examining the state of the diversity, equity, inclusion landscape, to understand how it is impacting organizations. We’ll then explore how organizations are taking a more holistic approach to inclusion across identity groups and the entire employee experience. Panelists will share examples of how organizations are applying the inclusion lens to employee engagement strategies, such as ensuring CSR programs are inclusive or breaking down silos between DEI, CSR, HR, and Sustainability functions. Join this engaging session to learn more about the innovative practices shaping inclusive workplaces in 2024 and beyond.
...Unleashing the Data Dragons: A Nonprofit Adventure in AI, Machine Learning, and Data Quality Quests
This session will delve into the transformative potential of artificial intelligence (AI) and machine learning (ML) within the nonprofit sector, emphasizing the critical importance of data quality. Participants will discover how AI and ML technologies can revolutionize nonprofit operations, from enhancing donor engagement to optimizing resource allocation. The session will address the paramount significance of data quality in driving informed decision-making and organizational success. Attendees will learn actionable strategies and best practices for ensuring the reliability, accuracy, and relevance of their nonprofit's data assets.
...The Keys to Donation Form Conversion: Design and Optimization
In this session, you'll learn how to create a donation form that converts visits into donations. We'll cover the six hallmarks of a high-converting nonprofit donation form and how you can modify your donation forms accordingly. We'll also define optimization and discuss strategies for making and testing small changes to your forms to best meet the needs of your donors. Finally, we'll share a case study where design and optimization had a real impact on conversions.
...Internal Controls: Your Blueprint for Maintaining Accountability of Your Federal Grants (CPE)
Since 2020, nonprofit and governmental organizations have received unprecedented federal government funding (peaking at over $1 trillion). There are new federal grant recipients, sub-recipients, and contractors entering the space and trying to figure out how to manage the complex federal grant requirements. This process can seem daunting and complicated, and many do not understand where to start, what resources to use, and how best to manage these funds (and avoid audit findings). In this session, we'll discuss the importance of internal controls and provide a step-by-step process for integrating them into your organization. Even if your organization already receives federal grant funding or is new to grants, there are updated requirements and expectations to ensure you maintain compliance and ensure accountability. It doesn’t matter if you are a one-person office, are part of a larger department, are based in the United States, or are international; the same rules apply. This will be an instructor-led format with time for case studies, discussion questions, and a question-and-answer session.
This session is equal to one CPE credit.
...Empowering K-12 Decision Makers: Harnessing PowerBI across Blackbaud's Education Management, Raiser's Edge NXT, and Financial Edge NXT
Access to accurate, comprehensive, and timely data is crucial for effective decision-making in the independent school universe. This session delves into the ways that we can leverage PowerBI’s direct connections to Blackbaud’s Education Management System, RENXT, and FENXT to build reporting tools that enable your data to flow in ways you never thought possible. Designed for K-12 admissions leaders, academic administrators, board members, and IT professionals, this session explores the ways we can harness real-time data to drive comprehensive school reporting and strategic decision-making. Participants will gain an understanding of the steps we can take to combine the robust data sets that are stored in your Blackbaud software suites using the PowerBI tools, enabling seamless data aggregation, visualization, and analysis. We will explore best practices for setting up live connections that ensure data accuracy and timeliness, empowering educators and administrators to make informed decisions on the fly. Unlike static spreadsheet data, access to real-time data ensures that decision-makers have the most current information at their fingertips, reducing the lag associated with manual data updates and minimizing the risk of decisions based on outdated or inaccurate data. This immediate access to evergreen insights enhances responsiveness to emerging trends, enables timely interventions, and supports proactive planning. Key topics include creating dynamic dashboards tailored to specific K-12 needs, such as enrollment trends, academic performance metrics, financial analyses, and operational efficiencies. Practical demonstrations will illustrate how to customize reports, automate data refreshes, and share insights across and beyond your campus.
...The Next Generation of School Websites and Enrollment Management
Discover the collaboration between Blackbaud and Ubiq as we unveil the future of school websites, marketing, and enrollment management. Get acquainted with AMAIS™, the first ever digital experience ecosystem tailored for schools. Harnessing the power of artificial intelligence, AMAIS™ converts data into actionable insights, crafts tailored digital experiences, optimizes the visitor journey, captivates your audience, and boosts conversion rates. With its deep integration with the Blackbaud Enrollment Management System, admission teams gain unparalleled insights into prospects, fostering a personal connection—even before they inquire.
...eTapestry Donation Forms: When to Leverage DIY and Advanced Form Strategies
This session will explore the various form options available to eTapestry users, and the advantages associated with each. It will teach you to leverage DIY Forms when you’re short on time, or when to combine multiple functionalities within an Advanced Form. We’ll be sure to look at the bigger picture: evaluating budget, timeline, gift coding, edit considerations, and other needs to determine the best form type for each situation
...Core + Blackbaud ID: Troubleshooting Who, What, Why, How
Let's talk about all things Blackbaud ID: the various notification types, how to manage user accounts most efficiently and effectively, how to help parents who need help over the phone, and where to find the most helpful information.
...Unlocking Efficiency with Payment Assistant: Financial Edge NXT’s Automated Payment Solution
Embark on a journey into the future of payment processing with Financial Edge NXT’s groundbreaking automated solution: Payment Assistant. Discover how this innovative feature, seamlessly integrated into Financial Edge NXT, revolutionizes payment workflows. Explore the myriad benefits of automated payments, including enhanced efficiency, fraud reduction, and significant time savings for your Accounts Payable staff.
Dive deep into the realm of virtual card payments and unravel why they stand as the ultimate solution in fraud prevention. Learn how virtual card payments offer unparalleled security measures, safeguarding transactions against fraudulent activities effectively. Additionally, gain valuable insights into the strategic partnership with Repay, the driving force behind this cutting-edge solution.
Join us as we unveil the transformative potential of Payment Assistant, redefining the landscape of payment processing within Financial Edge NXT and beyond.
...Reporting on Student Progress: Successful Report Cards and Transcripts
Discover ways to build report cards and transcripts that represent the school's mission and display student progress clearly. Learn tips and tricks to adjust styling, placement, and data points to deliver the information to understand a student's progression.
...Boosting Donations with Blackbaud Merchant Services™: Insights from the American Cancer Society
Discover how the American Cancer Society revamped their donation processes with Blackbaud Merchant Services. Learn about their integrated payment technologies and how it increased fundraising capabilities. This session will provide you with insights on leveraging Blackbaud Merchant Services to transform payment processes in your own organization, mirroring the success experienced by the American Cancer Society.
...Our Journey To Become Better Grantmakers: Insights from the Center for Disaster Philanthropy
As a global grantmaker focused on promoting equitable disaster recovery, the Center for Disaster Philanthropy (CDP) funds partners that vary in size, capacity, geographic reach, and primary language. In 2022, CDP undertook a process of consultation, process review, and change management to embed further the principles of equity, trust, localization, and racial and intersectional equity in its grantmaking. This interactive session will explore building trusting relationships with grantee partners, narrowing the power gap, considering equity, establishing application and reporting requirements that minimize burdens, and supporting local organizations working closest to disaster-affected populations. Session attendees will be challenged in how and who they fund and be provided opportunities to share insights that will advance the group’s knowledge and learning.
...So Much Data, So Little Time: One Nonprofit’s Analytics Journey!
During this session, we will describe Regions Hospital Foundation’s utilization of various Blackbaud analytics solutions and ResearchPoint™, along with how each data set flows in order to realize fundraising ROI. Whether you have the Grateful Patient Solution, ProspectPoint® predictive modeling, Affluence Insight™ predictive analytics and/or a ResearchPoint software subscription, we will go over how your organization can develop a process for managing all the data outside of and within Raiser’s Edge® and Blackbaud Raiser's Edge NXT®.
We’ll discuss specific workflows the foundation has developed, and cover the data you can measure to calculate ROI as well as how to tweak the process over time as opportunities and challenges arise.
...Ask the Super Users: Raiser’s Edge NXT User Panel 3.0 - Part 1
Back for a third year by popular demand, we invite you to engage with an all-star cast of your peers for an interactive panel discussion on all things Raiser’s Edge NXT. From leveraging SKY API updates to Raiser's Edge database view best practices, this group will seek to answer any question you throw at them. Bring your questions about fundraising and Raiser's Edge NXT the table—this session promises to be lively, engaging, and full of laughs!
...Automated Recurring Gifts for Online Giving: Everything You Want to Know but Didn't Know Who to Ask
Whether you are new to automatically processing recurring gifts, you've been automatically processing for a while, or you just want to know more before you get started, this is the session for you. Automated recurring gifts are currently available with Blackbaud Raiser’s Edge NXT®️ web view and coming soon to Online Giving for Blackbaud CRM™️ and Blackbaud Altru®️. Join Principal Project Manager Juliana Lawson and your peer Keith W Wilson from GuideStone®️ for an in-depth session on automated recurring gifts to better understand the advantages and capabilities of automated tasks. They will discuss features that align with recurring gifts, including donation forms, back-office administration, and Portal (Blackbaud Raiser’s Edge NXT web view). Let's dive deep and make your day-to-day tasks simpler.
...Customer Panel: Connecting Blackbaud CRM with the Campus Ecosystem
Join our discussion featuring a panel of Blackbaud CRM higher education customers for insightful dialogue and expert Q&A with Blackbaud CRM customers!
...Digital-First Support: Mastering Knowledgebase & Virtual Assistant for Blackbaud Raiser’s Edge NXT
Join us for an insightful session where we delve into Blackbaud Support’s digital-first journey, transforming the way we approach customer support. We'll explore the availability of our self-service resources and how they enhance the support experience for Blackbaud customers.
Following the introduction, we'll transition into a hands-on session with a Support Subject Matter Expert (SME) for Blackbaud Raiser’s Edge NXT. Here, you'll learn how to leverage the full potential of the Knowledgebase and the Virtual Assistant. Our expert will guide you through practical scenarios, demonstrating how to quickly locate resources for Blackbaud Raiser’s Edge NXT most searched topics. You'll gain valuable tips on navigating the Knowledgebase with ease and interacting with the Virtual Assistant to get the answers you need when you need them.
Perfect for those looking to enhance your support experience, this session will equip you with the knowledge and skills to make the most of our digital resources. Come prepared with your laptop to engage, learn, and transform your customer support journey with us.
...Elevate your Giving Tuesday Game: Launch Your Campaign in Minutes on JustGiving
An immersive session on mastering JustGiving Campaigns to boost your Giving Tuesday Appeal with real world results from customers. Discover how you can launch JustGiving Campaigns at no cost and use them to build a community and grow your fundraising. Bring together your supporter data using JustGiving's native integration with Raiser’s Edge NXT.
...Empowering Students to Explore Their Future and Make it More Equitable
What did you want to be when you were in high school? What if you had the opportunity to explore rewarding careers that you hadn’t heard about before? How might that have affected your life’s trajectory? That’s the opportunity we’re providing every day to high school students across the country – the knowledge and resources to inspire students to pursue a career and future that matches up with their goals and dreams.
If you’re wondering – “What does that look like?” “How do you reach students who would benefit most?” and “What kind of impact can you actually make?” – then this is the right session for you.
Accounting is important work that drives investor confidence in investment decisions, fueling our capital markets and the economy. In these times of economic uncertainty, accounting also remains a stable and lucrative career choice. Despite this, according to the Bureau of Labor Statistics, the number of graduates with accounting degrees has decreased by 16% since 2019 and 76.3 percent of the total employed accountants and auditors in the U.S. are white. The Center for Audit Quality (CAQ) and EVERFI have partnered together on an accounting education initiative for high school students. This innovative curriculum exposes students to careers in accounting, with a goal to attract greater diversity and representation within the profession.
In this multimedia- and discussion-based session, we will explore how EVERFI and CAQ worked together to design this engaging course and the in-school “Accounting for Your Future” signature events that bring what they learned to life and help create a lasting impact for students.
Learnings shared will be applicable to all CSR professionals who are exploring how they can connect with schools and students in innovative and engaging ways and help drive a more equitable future through career-related and other foundational opportunities for students.
...Peer-to-Peer Benchmarks 2023: Blackbaud Luminate Online® and Blackbaud TeamRaiser®
How effective was peer-to-peer fundraising in 2023? Were Walks/5Ks still the largest source of revenue? Is DIY fundraising still a fast-growing area? Do mobile apps help move the needle? Find out all this and more at the Blackbaud P2P 2023 benchmarks session!
...Power Automate Tips and Tricks with Live Demo
Session will use real life example of fundraising business needs to discuss tips and tricks of creating Power Automate flows, including how to use some of the mostly used expression and data operation action to make the flow more efficient and avoid unnecessary loops. Will also discuss pros and cons of the New Editor on Power Automate flows and when to use or avoid it.
...The Higher Education Trifecta: Leveraging Blackbaud Award Management™ to Drive Institutional Sustainability
The Trifecta is the goal the relationship between stewardship officers, academics and financial aid. At Sam Houston State University, a working partnership has been in place for a few years. A direct result of a system-wide audit, the relationship puts every constituent in the scholarship process in the room together. This allows the stewardship officers to know how best to present scholarship opportunities to donors, Academics to have knowledge in order to help facility faculty questions and Financial Aid a chance to keep everyone in compliance before there is a real set-back. I would like the chance to present to other higher education professionals to explain how we have successfully obtained this relationship and have continued to maintain it. Last year in the panel session, there was a discussion of how there are so many silos in the process to get funding from a donor to a student. This presentation would give examples on how to break down those walls and allow communication (and trust) to all parties.
...Blackbaud Enrollment Management System™ Shop Talk
Hear the latest additions for Blackbaud Enrollment Management System and take a peek at what's coming.
...A Deep Dive into Blackbaud's Newest Donation Form
Blackbaud's new Optimized Donation Form is available for Blackbaud Raiser's Edge NXT®, Blackbaud Altru®, and Blackbaud CRM™ 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—providing the best experience to your donors.
...Your Campaign Copilot(s): How AI can supercharge your campaign planning
With holiday giving campaigns in full swing, everyone is stretched a little thin. So, how can you support your staff and ensure a successful season? In this session, we discuss how AI assistants like Copilot for Microsoft 365 and Copilot Studio can help you run successful campaigns, even with a lean team. Join Microsoft team members speakers to explore real-uses cases of how Copilot across Microsoft solutions can help enhance team productivity, spark creativity, and galvanize volunteer efforts.
...Innovation for Social Impact: AI Feature Previews
Lunch & Dedicated Marketplace Hours - Sponsored by Data Moose
Come by the Marketplace to...
-
See Blackbaud technology in action
-
Connect with Blackbaud product experts
-
Learn CPR with the American Red Cross
-
Visit our amazing sponsors (see floorplan here)
-
Drop by the K-12 Sponsor Spotlight (see schedule here)
-
Play at our Pickleball Court
-
Unwind at the Relaxation Station
-
Attend a demo theater session (see session schedule here)
Post Award Restricted Grants Management
This session will explore effective strategies, best practices, and software to manage restricted grants. Particularly around tracking, allocating, reporting, forecasting and compliance. Attendees will learn how to navigate complex grant requirements, ensure timely spend of each grant, monitor compliance with donor restrictions, and automate allocation of expenses to grants.
...Meet & Greet the SKY for Blackbaud CRM Team
Click, Click, Click, Done! Send targeted invites, appeals, and stewardship—right from your fundraising platform
We’re bringing AI-powered email and segmentation to online giving, event registration, and more. No more bouncing between tools and teams to get your message into inboxes. And no more tedious manual transfers of data from GiveCampus to your CRM.
...The Power of Possible: Microsoft Power Platform
Get Involved with Innovation: Customer Discovery Opportunities
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!
...Connecting the K12 Revenue Model with Blackbaud: Tuition, Donations and Accounting
K-12 schools are dependent on two main revenue streams: tuition and donations. Come see how Blackbaud Tuition Management, Raiser's Edge NXT and Financial Edge NXT can help you manage this revenue, reduce deliquencies, delight donors, and make financial reporting a breeze.
...Blackbaud Donation Forms & Blackbaud CRM™ or Blackbaud Altru®: Better Together
Blackbaud Donation Forms are now available for Blackbaud Altru and Blackbaud CRM customers. Blackbaud Donation Forms help you raise more, streamline the donor experience, simplify administrative tasks, and reduce processing costs. In this session, you'll learn how to start using these forms today and how integration works.
...Leveraging Mobile Technology to Streamline the Day-Of Your Events
Say goodbye to alphabetized and stuffed envelopes or long printed out Excel spreadsheets, and say hello to check-in, registration, and reward fulfillment on tablets connected to Blackbaud TeamRaiser® to pull in the latest fundraising totals and registrant information right up until the event begins! Listen to Karen Cincotti from Roswell Park Alliance Foundation talk about the transformation of exactly that for 8,000 riders at the Ride for Roswell. She will review how using the 4EventDay app by Grassroots Unwired transformed their rider check-in, creating a seamless process for riders, volunteers, and staff. They now use the app for check-in at all their peer-to-peer events to accommodate in-person registrations, donations, and reward fulfillment. Russ Oster from Grassroots will provide an overview of how the technology works and how it can work for your events and new features on the horizon.
...Harmonizing Data for Comprehensive School Insights
In this presentation, we delve into the creation of an intermediate platform designed to serve the processed data in a standardized format for our school users. The focus is on establishing a central hub that can efficiently handle diverse data sources into a common format that is easily accessible and usable by specific users. Throughout the presentation, we explore the key components and functionalities of this intermediate platform, including data download and transformation processes, data quality controls, and data access opportunities. We discuss how these components work together seamlessly to streamline data processing workflows and enable the generation of meaningful insights.
...Be a Blackbaud Merchant Services™ Superhero! Implementation Success Stories
Become a Blackbaud Merchant Services superhero with firsthand customer experiences of successful integrations and transaction management. This session is designed for data and finance managers eager to streamline their payment processes and enhance transaction management with Blackbaud Merchant Services. Join us to learn actionable strategies that will transform you into a Blackbaud Merchant Services expert, ready to bring back valuable insights and improvements to your team.
...Community Engagement and Community Health
The health of communities is impacted by various socioeconomic factors that moderate access to healthcare, healthy food, and high-quality education. Nonprofits and corporate social impact programs can be significant support networks that help alleviate inequities associated with those factors through the provision of ideas, philanthropic resources, and other aids to communities striving to achieve their community health goals. A critical component of these partnerships is to consider insights from both communities and companies when aligning grants and philanthropic loans to community needs. When companies’ corporate social responsibility strategies consider the diversity, values, and perspectives within communities, they are well-positioned to collaborate on initiatives that promote healthy, thriving communities. This session will provide examples of how communities and companies can partner to comprehensively address community health needs, including sharing community health education opportunities for K-12 students and adults.
...Omatic Cloud & Raiser's Edge NXT: Let Web View Work for You!
Do you need tips and tricks to make web view easier? Explore the latest features available in web view and Omatic Cloud, and see how they can support your mission. We’ll take a closer look at the new capabilities in the SKY API® and discuss ways to become more efficient in your daily tasks. Join us to learn how Omatic and Blackbaud are working together to support your needs!
...Embracing Evolution: Leading Change in Technology Implementation
In today’s ever-evolving landscape, successful organizations constantly seek new avenues for heightened effectiveness, often through the adoption of cutting-edge technologies. This dynamic session will use The Princess Margaret Cancer Foundation's journey to Blackbaud CRM™ as a through-line to discuss leading through change, preparing for inevitable road bumps, and continuing to drive success after go-live. Join Joe Figliomeni and Mike Reardon as they discuss actionable examples and coveted tips, empowering you to master the art of communication and persuasion, move the culture forward, deal with resistance, and steer your organization boldly into the future!
...I Like To Good Move® It
Hear from top-notch organizations using Blackbaud TeamRaiser® and their successes in leveraging Good Move, TeamRaiser's native mobile fundraising and activity-tracking application, to supercharge their supporter engagement and fundraising strategies.
...Data Governance Made Fun and Easy!
Data governance is the cornerstone of a healthy technology ecosystem. In this session, we will…HEY, WAKE UP!! Okay, we’ll admit it: talking about data governance isn’t always the most thrilling topic. But it doesn’t have to be that way! You can make data governance interesting, fun, and productive. (Really!) You’ll hear from consultants Maureen Wallbeoff and Sally Heaven (Raise HECK) on why data governance is critical, how to build and nurture a thriving cross-departmental team, and case studies from actual nonprofits who took their data governance from nonexistent to the must-attend meeting of the month!
...Breaking Down Silos in Higher Education
Building on the success of University of Manitoba's two key projects to transition from Raiser's Edge®️ 7 to Blackbaud Raiser's Edge NXT®️ and level up their business intelligence (BI) while grappling with culture change of a 146-year-old institution, this discussion focuses on applying this very framework to scale outwards, across faculties and administrative departments, to break down barriers and nurture trust.
We'll begin with an overview and key learnings from their successful and significant digital transformation journey, including:
• Transition from Raiser's Edge 7 to Raiser's Edge NXT
• Driving massive culture change
• Building a data warehouse and BI
We'll review current projects and the impacted department:
• Endowment Fund Management (Treasury, Finance, and Faculties)
• Bi-directional Mailchimp Integration (Marketing and Brand)
• Continued investment in BI (Touches every area of the institution)
And we'll conclude with future projects:
• Adopting Raiser's Edge NXT as the system of record for alumni across the University (Faculties)
• Awards Management and Terms of Reference (Financial Aid and Awards)
• Gift Intake (replacing disparate operational processes)
• Commercialization
Optimizing Gift Entry Flow
From opening the mail to f