Blackbaud University Day and Developer Workshops

• What's New in Financial Edge NXT? - Get hands-on experience with new functionalities and learn tips to make the most out of your reports. More details.
• Building Program Focused Income Statements - Hone your reporting skills and deliver performance impact reports quickly and easily. More details.
• Budgets - Practice creating, finalizing, and adjusting budgets with confidence. Practice creating, editing, and posting journal entry batches. More details.
• Grants - Configure your system for accurate grant tracking, explore transaction activity, and record transactions within a journal entry transaction. More details.
• Invoice Requests - Streamline your invoice expense entry and approval through the invoice request workflow. Centralize invoice requests, approvals, and payment. More details.
• Fine Tune Your Financials - Harness the full capability of your system with parameters, options, and tips to get the most from your reporting. More details.
• Dashboards - Customize dashboards to fit your data requirements and leverage the power of the Analysis menu. More details.
• Unsession - You and your peers will vote on topics for our expert instructors to cover. This session will foster an environment where participants share insights, experiences, and processes from their organizations. More details.

Click here to see the times, location, and the full details about each workshop.

Updates and Extending Raiser’s Edge NXT

• What’s New in Raiser’s Edge NXT - Get hands-on experience with new functionalities and learn tips to make the most out of your system. More details.
• K–12 Schools  - Get the most out of the system for your unique needs, challenges, and goals for schools. More details.
• Extending Raiser's Edge NXT with Prospect Insights and ResearchPoint - Identify and prioritize constituents for cultivation using comprehensive data intelligence. More details.
• Query in Web View - Learn to use queries effectively for web view, and create record groups to organize your data. More details.
• Challenge Your Web View Skills! - Learn to identify which tools to use by task and practice advance scenarios to get the best results. More details.
• Unsession - You and your peers will vote on topics for our expert instructors to cover. This session will foster an environment where participants share insights, experiences, and processes from their organizations. More details.

Fundamentals

• Overview and Constituents - Access vital prospect and donor data quickly. Manage constituent records and work with constituent and relationship records. More details.
• Gift Management - Learn the different types of gift records and add them to the database for easier tracking. More details.
• Lists - Group and filter records to create lists more efficiently. More details.
• Dashboards - Build standard reports, create benchmark comparisons, and share across your organization. More details.

Data Access & Management

• Database Health and Administration - Manage user access and permissions, data health, and more in web view. More details.

Fundraising, Giving and Payments

• Online Giving: Optimized Donation Forms - Implement your online forms effectively to increase conversion and measure its impact. More details.
• Pledges and Payments - Create, manage, and schedule pledge records, and learn to apply payments to complete the pledge. More details.
• Gift Batch in Web View - Learn how different gift payments and associated fees via Batch can help you streamline direct gift entry. More details.

Automation

• Power Automate - Create flows from scratch in Microsoft's Power Automate and streamline your day. Learn to explore the Marketplace and third-party apps. More details.
• Your Power Automate Toolkit - Customize your flows from scratch and learn to implement templates from the Template Library. More details.
• AI Acknowledgements - Leverage artificial intelligence to craft donor acknowledgement messages quickly and effectively. More details.

Click here to see the times, location, and the full details about each workshop.

• Demystifying Course Requests - Explore course requests and recommendations as a teacher, student, and manager. More details.
• Streamline Your School's Schedule - Use Schedule Manager to create schedules with automated and manual tools. More details.
• High Powered Checklists - Help families and staff stay organized by exploring different functionalities through the checklist step types. More details.
• Advanced Lists - Customize advanced lists for your school, including setting properties, selecting objects, setting filters, and more. More details.
• Unsession - You and your peers will vote on topics for our expert instructors to cover. This session will foster an environment where participants share insights, experiences, and processes from their organizations. More details.

Click here to see the times, location, and the full details about each workshop.

• Demystifying Continuous Enrollment - Streamline your enrollment and tuition process and avoid common issues with students, contracts, and billing. More details.
• Improve Cash Flow through Billing Best Practices - Optimize your cash flow by understanding the lifecycle of billing due dates, the advanced capabilities of your system setup, and best practices for billing. More details.

Click here to see the times, location, and the full details about each workshop.

• Portfolio Management - Make both students and donors happy by learning how to manage and streamline the entire scholarship process. More details.
• System Administration - Develop best practices for defining roles and scopes, creating custom categories, setting up system-wide correspondence, and more. More details.
• Preparing for Cycle Management - Prepare your current cycle for new scholarship application in the upcoming cycle. More details.
• Unsession - You and your peers will vote on topics for our expert instructors to cover. This session will foster an environment where participants share insights, experiences, and processes from their organizations. More details.

Click here to see the times, location, and the full details about each workshop.

• Efficiently Using Groups and Interests - Use groups and interests to segment your online constituents for emailing, targeting content, and setting security permissions. More details.
• Crafting Surveys - Design and launch effective surveys to gain valuable insights. Group responses and analyze data quickly. More details.

Click here to see the times, location, and the full details about each workshop.

• Calculate Data with Microsoft Excel Functions and Formulas - Explore the function library to create calculations and practice entering custom formulas. More details.
• Data Analysis Using Microsoft Excel PivotTables - Filter and slice data to spot trends and focus on the insights important to your mission. More details.
• Transform Your Microsoft Excel Data with Power Query - Write scripts to clean up your data quickly for readability, importing, and reporting. More details.
• Visualize Data with Microsoft Excel Charts and Tables - Explore data visualization and learn how to build a forecast sheet with historical data. More details.

Click here to see the times, location, and the full details about each workshop.

• Fundraising Segmentation - Organize your donors based on their behaviors and characteristics and develop an effective engagement strategy. More details.
• Driving Your Database: Keys to Success - Review your past twists and turns with your peers and create a smoother drive for your data administration practices. More details.

Click here to see the times, location, and the full details about each workshop.