Blackbaud 2012

2012 Blackbaud Conference for Nonprofits

*The Learn Lab sessions below require pre-registration and are included with your conference cost. Upon registering for the conference, you will receive additional Learn Lab information via email.

Track	Session Title	Description	Learning Objective	Level	Speakers
Analytics (Direct Marketing and Data Insights)	Attracting Loyal Donors through Sustainer Giving Programs 09/30/2012 4:15 PM	In many other countries, most donors give by making monthly payments to their charities. That is fast becoming the norm here in the United States as well. Find out how to effectively solicit donors for a monthly giving program. Learn the best ways to convert current donors to sustained giving. Find out who those monthly donors are and how they behave. Add significant long-term value to your donor file by starting a monthly giving program.			Carol Rhine, Principal Consultant, Target Analytics, a Blackbaud Company
Analytics (Direct Marketing and Data Insights)	Brave, New Multi-Channel World − Implementing & Measuring Integrated, Multi-Channel Campaign Strategies 10/01/2012 8:15 AM	Developing successful multi-channel, integrated campaign strategies is challenging. Quantifying the effect of multiple channels within a single campaign can be downright daunting. In this lively session, we will delve into the latest analytics for optimizing your marketing mix and campaign strategies, along with the latest technological advancements that enable effective measurement of integrated online and offline strategies.			Richard Becker, President, Target Analytics, Target Analytics, a Blackbaud Company
Analytics (Direct Marketing and Data Insights)	Creating Impact with Social Data: Identifying and Harnessing Advocates, Team Leaders, and Hidden VIPs 09/30/2012 2:30 PM	Understanding how to best gather and leverage social data can be a daunting task. With more than 800 million monthly active users on Facebook, 150 million users on LinkedIn, and 100 million active Twitter subscribers, social media has rapidly changed the world and the way in which we do business. In this session, you will learn how leveraging social advocates increases awareness. Since word of mouth has continually proven to be the most effective form of marketing, knowing how to identify and target those people with a voice can help you quickly and effectively further your message.	Learn from these experts how to find these hidden gems in your existing CRM Database and how to harness their power to create impact across your organization.		Danielle Brigida, Manager of Social Media, National Wildlife Federation Casey Golden, CEO, Small Act Mark Davis, Director of Enterprise Internet Solutions, Blackbaud
Analytics (Direct Marketing and Data Insights)	DonorGraphics Research: Leveraging Digital Communication Changes in Fundraising 09/30/2012 2:30 PM	DonorGraphics is a national digital media usage study measuring communication preferences and behaviors, covering smartphone, tablet, social media and email use. In this session, differences between the national population and the active donor population will be highlighted, identifying opportunities to reach donor segments online. The U.S. digital landscape review is relevant to anyone curious about the shift to mobile communications in day-to-day life. Intermediate fundraisers with the ability to engage their constituents in online channels such as email, mobile, and social media will find the insights by demographic segment most actionable.		Intermediate	Lori Connolly, Vice President, Research & Analytics, Grizzard
Analytics (Direct Marketing and Data Insights)	Don't Leave Money on the Table! 10 Proven Practices for Success with Matching Gifts 10/01/2012 10:00 AM	Matching giving programs are an often untapped source of funding and have demonstrated proven success among organizations that follow a few simple best practices. Join Blackbaud’s Chief Scientist Chuck Longfield as he reveals how to apply 10 proven practices to secure more funds through matching gifts. With the right information and practices in place, matching gifts have the potential to provide a significant boost to fundraising efforts. This session will also highlight the key information you need to know about your donors and how matching giving programs come to life within Blackbaud software applications.			Alan Dix, Account Manager, Blackbaud Chuck Longfield, Chief Scientist, Blackbaud
Analytics (Direct Marketing and Data Insights)	Fundraising Trends Across the Globe 10/01/2012 2:15 PM	Take a tour around the world of fundraising trends. Through our benchmarking service, we examine fundraising performance in nearly 30 countries. In this session, you will find out how fundraising performance is doing in the United States and how that compares to other parts of the world, compare the results in mature and emerging fundraising markets, learn some useful tips from fundraising successes in other countries, and take a look at what to expect as fundraising recovers from the recent recession.			Carol Rhine, Principal Consultant, Target Analytics, a Blackbaud Company
Analytics (Direct Marketing and Data Insights)	New Trends in Donor Acquisition and Stewardship − What You Don’t Know Could Hurt You! 10/02/2012 9:30 AM	Many nonprofits continue to measure fundraising success by the number of new donors they acquire in a given year. While this is still an important part of any campaign strategy, understanding past and current trends can provide you with a fresh perspective on new donor loyalty and the importance of identifying and stewarding your existing donors for long-term strategic planning.			Chuck Longfield, Chief Scientist, Blackbaud
Analytics (Direct Marketing and Data Insights)	Optimizing Constituent Relationship Management: Using Data to Drive Higher ROI 10/02/2012 11:00 AM	Changing postal regulations, rising marketing costs, stagnant giving, and message oversaturation are causing marketing programs to suffer lower acquisition, higher churn, and declining net revenue. Many organizations are turning to complex analytics that are typically used by the commercial industry to understand the right audiences, messages, timing, and channels to communicate with their constituents. Hear from one organization that has used these analytics to help drive better results across their programs and drive higher ROI. This session will provide you with a broad scope of tools and services that you can use to help move your programs forward.			Chad Lucier, Vice President, Client Services, LW Robbins Katie Beth DeSchepper, Manager, Mktg Strategy, Blackbaud Tim Grailer, Product Manager, Blackbaud
Analytics (Direct Marketing and Data Insights)	Using Data to Drive Insights into Multi-Channel Campaign Performance 09/30/2012 4:15 PM	Your data can tell you a lot. It can tell you when your constituents will be listening, what they want to hear, how often they want to hear it, and through what channels. It can also tell you how to get those who aren't listening to listen again. Hear from one organization that has worked with Blackbaud to identify how to optimize their marketing efforts to determine how to best segment their file, what channels to communicate with their constituents, and how to increase their reach and responses through various strategies. This session will use a case study to show how strategic consulting − combined with next generation data visualization − has helped one organization to identify opportunities to increase their marketing programs performance and provide information to those that need to make fast decisions.			Tim Grailer, Product Manager, Blackbaud Katie Beth DeSchepper, Manager, Mktg Strategy, Blackbaud
Analytics (Prospect Research and Major Giving)	Best Practices for Successful Healthcare Fundraising: How to Strategically Grow Your Grateful Patient Program 10/01/2012 10:00 AM	Healthcare organizations of all sizes and all complexities need to make meaningful philanthropic connections with their patients. However, there are often challenges and obstacles to accomplishing this in an efficient manner and in a way that builds lasting support. Join Association for Healthcare Philanthropy (AHP) President and CEO Bill McGinly along with Target Analytics Senior Consultant Nancy Johnson to discuss best practices in healthcare fundraising. You will learn about the basics of implementing a successful grateful patient program including: using data from in-depth program analysis, concerns around HIPAA guidelines, and industry trends seen by AHP. We will also cover solutions to help make your program operational and take advantage of timing and efficiencies.			Nancy Johnson, Senior Consultant, Target Analytics, a Blackbaud Company William C. McGinly, President, Chief Executive Officer, Association for Healthcare Philanthropy
Analytics (Prospect Research and Major Giving)	Target Analytics Product Road Map for Major Giving & Prospect Research Solutions 10/01/2012 08:15 AM	The ResearchPoint 2012 release is undoubtedly the most significant in Target Analytics' history — a release that the team feels will transform the prospect research landscape. Capitalizing on the strong software platform, ResearchPoint introduces a suite of new, innovative features, along with a brand new user experience. It delivers improved performance and integration with Blackbaud CRM systems, along with enhanced reporting, prospecting capabilities, data quality, matching, and refresh processes. Join us for a look into this exciting new ResearchPoint release!		Advanced	Margaret Lawless, Product Manger, Blackbaud
Analytics (Prospect Research and Major Giving)	Building Fundraising Strategies through Data Mining: The Basics 10/02/2012 11:00 AM	This session will address best practices in basic data mining. It will include the strategic use of fundraising data for cultivation, engagement, stewardship, and effective communication. The session will also address essential report generation, successful segmentation, optimizing predictive modeling concepts, and wealth screening augmentation. Participants will learn how to integrate and implement fundraising strategies using metrics that include fundraising standards identification, cost-to-raise-a-dollar computations, ROI analysis, and retention rate evaluation.	Participants will take away a basic understanding of trends, metrics and analytics to use in the overall enhancement of their fundraising programs. There will be time allotted for Q & A.		David Berger, National Director, Database Management, Devereux Foundation Mary Berger, Director of Annual Giving and Advancement Services, University of Pennsylvania School of Veterinary Medicine
Analytics (Prospect Research and Major Giving)	Gain Greater Perspective through Prospect Intelligence 10/02/2012 11:00 AM	Join us to discover how to drive your strategic fundraising plans with prospect intelligence. Increasingly, nonprofit organizations are turning to smart analytics to prioritize and streamline fundraising efforts. This session will cover how to combine your key data on supporters with analytics to manage donor prospects efficiently. We’ll also highlight how other successful fundraising organizations are using this approach to achieve their fundraising goals.		Intermediate	David Lamb, Senior Solutions Consultant, Target Analytics, a Blackbaud Company
Analytics (Prospect Research and Major Giving)	How to Use Charitable Giving History to Boost Fundraising 09/30/2012 4:15 PM	Studies show that an individual's history of past giving is a key indicator for future philanthropic behavior and a critical insight for a strategic solicitation with a major gift prospect. Ensuring you have insight into your donors' and prospects' giving behavior enables you to identify hidden major donors from within your own pool of donors and better understand their passions for improved cultivation and solicitation. In addition, this information can identify new prospects for your organization based on giving to similar causes. Participants will also receive a complimentary prospect research workbook and a prospect profile template.		Intermediate	David Lamb, Senior Solutions Consultant, Target Analytics, a Blackbaud Company
Analytics (Prospect Research and Major Giving)	How to use Smart Analytics and Strategic Prospect Segmentation within your Organization 10/02/2012 9:30 AM	Getting started with donor analytics? Thinking about new fundraising initiatives and data insight? Taking the right approach to identify and manage different segments of your constituent base, and how to focus your fundraising efforts, will help you increase giving to advance your mission. We’ll address three analytics options available through Blackbaud Target Analytics: The Giving Score, Fundraising Essentials and High Touch Modeling & Prospect Screenings to decipher which option will work best for your organization. From a small grass-roots shop to a large nationally focused conglomerate, one of these analytics options will work for you!			Melissa Bank Stepno, Senior Consultant, Target Analytics, a Blackbaud Company
Analytics (Prospect Research and Major Giving)	Securing Principal Gifts to Further Your Organization's Mission 10/01/2012 8:15 AM	Nonprofit organizations are increasingly looking to secure principal gifts to sustain their missions. This type of philanthropy is a critical component to overall development efforts. Donors capable of making large transformative gifts behave differently than other constituents and thus are often challenging to identify and cultivate. Join Target Analytics Senior Consultant Melissa Bank Stepno to discuss this important area of fundraising and how your organization can develop strategies to secure principal gifts.			Melissa Bank Stepno, Senior Consultant, Target Analytics, a Blackbaud Company
Analytics (Prospect Research and Major Giving)	Stripping out the Complexity: An elegant approach to managing high touch fundraising 09/30/2012 2:30 PM	Many nonprofits are resistant to implementing processes and systems to support their high-touch fundraising. Or they attempt to make the systems too complex and end up not using them at all. This diminishes an organization’s ability to identify new prospects, manage them well, understand pipeline and, in turn, forecast revenue accurately. Participants will be walked through a straightforward process for high-touch fundraising, providing tools that help them develop a working model for their own organization and enhance not only their ability to raise more money, but ultimately engaging prospects more effectively and efficiently.	Our objective is to help participants learn that by implementing a simpler structure for the way high-touch fundraising is managed that they can be more effective in fundraising, evaluate staff better, and improve the engagement opportunities with and for prospects.	Intermediate	Peter Gross, President, dotOrg Kyle Haines, Principal, dotOrg
Analytics (Prospect Research and Major Giving)	The Power of Accuracy: Understanding the Costs of "Out-of-Date" Donor Information & How to Remedy 10/01/2012 2:15 PM	Keeping up with constituent information can be a full-time job in itself. And without a clear-cut process to ensure ALL information is up to date and complete, your organization could be wasting a lot of time and money on mailings and other communications, not to mention potential embarrassing conversations with the families of deceased constituents. Join us as we discuss specific ways to ensure you’re getting the most out of your CRM software through accurate data. This session will address the following questions: How much money and time might out-of-date constituent data be costing your organization? How do you know if your data is inaccurate? What simple steps can your organization take today to exponentially increase the effectiveness of your marketing and fundraising campaigns? How much time will these steps add or save overall for my organization? How do these tools work with my CRM software? Attendees should have a basic understanding of their CRM software and how they would like to be using constituent information to communicate with donors and potential donors.			Alan Dix, Account Manager, Blackbaud
Analytics (Prospect Research and Major Giving)	Turning a $100 Gala Ticket into a $1,000, $10,000, or $100,000 Major Gift 10/02/2012 9:30 AM	Special events can be a great way to raise friends, but how do you turn a new friend into a major gift donor? Discover strategies to analyze and maximize the value of your special events by defining each department’s role in planning and executing an event deemed successful by all stakeholders. We will discuss identifying goals beyond the dollars raised, collaborating among departments to reach your goals, and using prospect research to ensure successful outcomes.			Susan McLaughlin, Principal Consultant, Blackbaud
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Arts and Cultural	Ask the Experts: Q&A Forum for The Patron Edge, V3 09/30/2012 4:15 PM	Have questions? We’ll answer them! This session isn’t about us… it’s about YOU. Come prepared to ask your questions in this open forum about The Patron Edge and Patron Edge Online. Do you have questions about business processes? Ticketing and admissions strategies? Working with other departments? Let us know and we’ll tackle the issues!			Anah McRae, Consultant, Solutions, Blackbaud Michael Culler, Managing Consultant, Professional Services, Blackbaud Ray Clarke, Consultant, Blackbaud
Arts and Cultural	Fundraising for Arts & Cultural Organizations in Challenging Economic Times 09/30/2012 2:30 PM	Gain practical ideas about ways to raise money in today's climate, whether it be through membership, annual gifts, major and endowment gifts, or capital campaigns. Topics will include "value messaging," keeping your board and fundraising volunteers motivated, offering pledges with flexible payment plans, and finding hidden opportunities for new gifts.			Jim Hackney, Managing Partner, Alexander Haas
Arts and Cultural	How Does Your Organization Stack Up? Key Benchmarking Data You Can Use! 10/01/2012 2:15 PM	Learn about industry benchmarking statistics on membership, admissions, fundraising, and marketing relevant to your arts and cultural organization and examples of what you can do to improve. We will share best practices and also take a look at how Altru can help you leverage these critical organizational strategies effectively.			Courtney Grainger, Consultant, Solutions, Blackbaud Jay Odell, Vice President and General Manager, Altru, Blackbaud
Arts and Cultural	Join Your Fellow Experts − General Admissions User Group 10/02/2012 9:30 AM	Come share best practices and success stories and learn new tips and techniques specifically for general admissions organizations. We encourage you to network and connect with your peers and hear how they are using Blackbaud products and services to impact their missions. This session will be a great opportunity for you to make new contacts and build relationships that extend well beyond the Conference. Special breakout groups will also give you an opportunity to collaborate and share best practices and “ah-ha" solutions with similar general admissions organizations.			Chris Bilbro, Director of Sales, Blackbaud Jay Odell, Vice President and General Manager, Altru, Blackbaud Courtney Grainger, Consultant, Solutions, Blackbaud Amy Spencer, Market Manager, Arts & Cultural, Blackbaud Bobby Sadin, Solution Marketing Manager, Blackbaud
Arts and Cultural	Join Your Fellow Experts − Performing Arts User Group 10/02/2012 9:30 AM	Come share best practices, success stories, and learn new tips and techniques specifically for performing arts organizations. We encourage you to network and connect with your peers and hear how they are using Blackbaud products and services to impact their missions. It’s a great opportunity for you to make new contacts and build relationships that extend well beyond the Conference. Special breakout groups will also give you an opportunity to collaborate and share best practices and “ah-ha"" solutions with similar performing arts organizations.			Michael Culler, Managing Consultant, Professional Services, Blackbaud Tui Allen, Product Manager, Blackbaud Anah McRae, Consultant, Solutions, Blackbaud James Butterworth, Blackbaud
Arts and Cultural	Make Your Online Ticket Sales Soar with Television and Radio…for FREE! 10/02/2012 11:00 AM	Get the inside scoop from a tenured broadcast professional on how to work with the media to get free promotional time to boost your online ticket sales. Learn tips and tricks on how to gain exposure and move away from sending press releases and hoping for free public service announcements to air at 3:00 a.m. Learn why online should be your preferred channel for sales, as well as how to create the right incentives and strategies to make it your patrons’ preference, too. From getting patrons to your website to completing the sale, we’ve got you covered!			Amy Spencer, Market Manager, Arts & Cultural, Blackbaud Kevin Russell, , Blackbaud
Arts and Cultural	Strategically Ignite Your Membership & Fundraising with Altru! 10/01/2012 8:15 AM	Most arts and cultural organizations expect that their membership and fundraising programs will drive the revenue, donor acquisition, and attendance they need to meet their annual needs. So what happens when they don’t? In this session, we’ll dive into some of the ways The Portland Museum of Art is using Altru technology to meet its membership and fundraising goals more efficiently and effectively than ever. Finally, we’ll preview Altru and look at how it could help you achieve your goals too.			Chris Bilbro, Director of Sales, Blackbaud Will Cary, Director of Member Services, Portland Museum of Art Courtney Grainger, Consultant, Solutions, Blackbaud Tui Allen, Product Manager, Blackbaud
Arts and Cultural	The Patron Edge V4: Our Next Generation Ticketing Solution 10/01/2012 10:00 AM	As part of Blackbaud’s continued commitment to the arts and cultural ticketing space, we are excited to share details around the next version of The Patron Edge. Join members of the arts and cultural team for a preview of the new ticketing solution.			Tui Allen, Product Manager, Blackbaud Ray Clarke, Consultant, Blackbaud Michael Culler, Managing Consultant, Professional Services, Blackbaud Brian Stallings, Chief Executive Officer, TopTix USA
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CRM	Big Data: Moving Nonprofits to the Next Phase of the Information Age 10/02/2012 9:30 AM	In this session, we will review and define Big Data as it relates to non-profits and outline ways for non-profits to recognize their big data issues (driven by legacy systems, different regions, social media…etc). We will also prescribe overall strategies to make data more actionable and digestible for your organization and the specific advantages that non-profits have over the for-profit industry. From outlining specific policy decisions that non-profits will encounter when working through their big data strategy, to tactics for unifying data sources, these strategies will be shared through real-world examples from other nonprofits that have taken on this challenge and realized the benefits of harnessing big data.	After attending, audience members will: - Recognize the issue of collecting data just for the sake of collecting data - Understand the benefits of unifying and consolidating datasets - Possess a awareness of pitfalls to avoid during their discovery period - Understand how other organizations are using big data to make decisions	Intermediate	John Wall, Enterprise Account Manager, Blackbaud Jon Beyer, CIO, Evangelical Lutheran Church in America
CRM	Blackbaud CRM: An Introduction to Constituent Management, Engagement, and Analytics 09/30/2012 2:30 PM	Blackbaud CRM brings industry-leading fundraising, online applications, actionable prospect research and analytics, and multichannel direct marketing together in one platform to enable an integrated view of the constituent experience, across your organization. Blackbaud CRM is designed to work around your unique processes. Whether you have a sponsorship program, international offices and mission work all over the world, or have a federated organizational model, Blackbaud CRM solves the challenges of mid- to large-sized nonprofit organizations. Interested in seeing what Blackbaud CRM looks like and what it does? Considering making the move at your organization to Blackbaud CRM? This session will provide an overall demonstration of the features and functions within Blackbaud CRM as well as the embedded online and analytical tools. This is a great introductory session for those not using Blackbaud CRM- or even as a refresher session for current users!	Introduce the constituent, revenue, and program management capabilities within Blackbaud CRM as well as the embedded online functionality and research capabilities through Blackbaud Internet Solutions and ResearchPoint.	Beginner	Gregory Heath, Senior Solutions Engineer, Blackbaud Tiffany Crumpton, Senior CRM Marketing Manager, Blackbaud
CRM	Data Outputs: Get What You Need in Blackbaud CRM through Querying and Segmentation 10/02/2012 9:30 AM	Are you ready to take querying to the next level? If so, this is the session for you. During this session, we will explore the ins and outs of ad hoc and smart queries within Blackbaud CRM. You’ll learn about query definitions, advanced query filters, using selections (don’t worry, you’ll learn what a selection is too!), and how to make a smart query. After this session, your co-workers will be lining up outside your office door to learn from the "query guru"!	Users will be able to apply group filters to further refine query results.	Intermediate	Craig Haubrich, Senior Solutions Engineer, Blackbaud Lauren McCarthy, Director, Development Systems, Planned Parenthood Federation of America
CRM	Day-to-Day Data Maintenance: Best Practices for Data Management 09/30/2012 4:15 PM	We know managing data is a key part of your everyday life with Blackbaud CRM. This session will outline other organizations' and Blackbaud consultants' best practices for managing data entry, review, and auditing processes.	Learn how to manage constituent and data entry workflows, processes, and see some of what is new in Blackbaud CRM to help you manage this information.	Beginner	Paige Binger, Senior Consultant, Blackbaud
CRM	Extending the Capabilities of Blackbaud CRM: How Organizations Are Taking It to the Next Level 10/02/2012 11:00 AM	This session will showcase how customers are using the extensible and customizable features in Blackbaud CRM to take it to the next level. Hear firsthand how they expanded the feature set to make Blackbaud CRM their own!	Learn how other organizations have extended the flexible Infinity platform and tools within Blackbaud CRM and Infinity platform to add new and modified functionality.	Intermediate	Scott Parrish, Principal Consultant, Blackbaud Jenn Shimp-Bowerman, Assistant Vice President, Advancement Services, Wake Forest University Wes Waters, Director of Advancement Information Systems, Wake Forest University
CRM	Ignite Session − How Organizations Really Use Blackbaud CRM and How They Are Successful 10/01/2012 2:15 PM	Have you ever wondered how other organizations achieve success by using Blackbaud CRM's features? Do you want to learn some new ways to utilize the tools? Join this ignite session where we will see several different customer examples that showcase how other organizations use Blackbaud CRM, the keys to their success, and learning lessons that will help you to follow their lead.	Best practices and ideas about how to fully utilize tools within Blackbaud CRM	Beginner	Craig Haubrich, Senior Solutions Engineer, Blackbaud Tiffany Crumpton, Senior CRM Marketing Manager, Blackbaud
CRM	Implementing CRM: What We Learned From Our Project 10/01/2012 8:15 AM	Attend this session to hear constructive tips from Ohio State University on their implementation of CRM, including what worked well and what they would do differently if they had it to do over. Attend this session to get the answers to your CRM implementation questions, including: Once you've gone live, what do you need to keep CRM up and running? What kind of staffing might you need to support your users? What strategies would work well in keeping the business running?	Information useful to those getting ready for or thinking about a CRM implementation. We will discuss strategies that have worked at OSU for troubleshooting, managing user requests, etc.	Beginner	Wendy Jaccard, Principal Consultant, Blackbaud Julie Vargo, Director of Application Developement, The Ohio State University Kate Butler, Senior Educational Consultant, Blackbaud
CRM	Infinity Platform Features and the Software Development Kit (SDK) 10/01/2012 10:00 AM	In this heavily technical session, Ben Lambert will demonstrate features and capabilities available in the Infinity Platform using the Infinity Platform SDK. Topics covered will include integrating with third-party products, complex business processes using workflows, custom business logic and UI behavior, mobile access and targeted mobile experiences, and creating custom functional areas with new features.	Attendees will see first-hand examples of using the Infinity Platform SDK to improve the product itself as well as their own personal productivity.	Advanced	Jay Nathan, Director, Product Management, Blackbaud Ben Lambert, System Architect, Blackbaud
CRM	Introduction to Luminate CRM 09/30/2012 4:15 PM	Luminate CRM is a cloud-based constituent engagement solution based on Salesforce.com, the world’s leading commercial CRM. It is seamlessly integrated to Convio Luminate Online, the world’s most successful online fundraising suite, and it is augmented by best-of-breed business analytics technologies and batch processing. In this session, learn about how nonprofits can unify all of their online and offline systems to understand, analyze, and manage all of their relationships through one powerful solution.	Learn all about constituent engagement with Luminate CRM	Beginner	Linton Myers, Solutions Architect, Blackbaud Lori Freeman, Senior Product Manager, Luminate CRM, Blackbaud
CRM	Product Roadmap: Luminate CRM 10/01/2012 8:15 AM	Luminate CRM is Blackbaud’s innovative fundraising solution for nonprofits on Salesforce.com CRM. Join us in this session to learn about the recent enhancements we’ve made to bring you additional value, as well as our vision for the future to help you succeed in your mission.		Advanced	John Stockton, Vice President, Enterprise Products, Blackbaud Lori Freeman, Senior Product Manager, Luminate CRM, Blackbaud
CRM	Leveraging CRM to Integrate Your Business Beyond Donor Management and Fundraising 10/01/2012 2:15 PM	In the mist of constrained philanthropy, the biggest challenge federated nonprofit organizations face today is how to be effective and efficient. One of the key aspects in meeting this challenge is an organization's ability to manage all aspects that drive its mission with an operating strategy that is scalable and sustainable. This session will show how a CRM solution allows an organization to do just that by managing key relationships between users, participants, and funders, and providing a comprehensive view to the organization to help it make well informed and sound strategies. It is a well know fact that in order for any Mission to be effective and make an impact, it needs to be implemented at scale and leveraging technology is the most efficient way of doing it. However implementing any Program at scale through technology can also be a very costly affair. Following are some of the key factors that should be considered while choosing a technology platform to implement a Mission: - Organization Needs Assessment - Functionality Assessment - Total cost of implementation for the Network: Change Management, Resources and Sustainability. - Return on Investment. - How does it benefit various stakeholders?	After attending, audience will be able to recognize: - key factors an organization should take into account while selecting a technology platform to accomplish their mission − how CRM can be leveraged to break silos, align business processes and drive organizational strategy.	Intermediate	Rajat Vijayvargiya, Director of Products Management and Development, Big Brothers Big Sisters of America Kelleigh Parker, Director of Project Management, Big Brothers Big Sisters of America
CRM	Luminate Analytics and Business Intelligence − An Introduction 09/30/2012 2:30 PM	This session will address tools and services available to assist organizations in addressing their reporting and analytics needs in Luminate CRM. Attendees can expect to get an overview of the functionality available in the CRM − from operational reporting to analytical tools available in the attached data warehouse − as well as an overview of services that can complement the software offering. Experts Katie Beth Deschepper and Linton Myers will join Product Manager Tim Grailer to give you the low down on how leverage tools in Luminate to generate reports and analytics to optimize your constituent engagement strategy, save costs, and reach more constituents. Attendees can expect to leave with a clear understanding of the reporting capabilities in Luminate CRM and the services that complement them.	Learn about the solutions available to help your organization to become data informed	Intermediate	Tim Grailer, Product Manager, Blackbaud Katie Beth DeSchepper, Manager, Mktg Strategy, Blackbaud Linton Myers, Solutions Architect, Blackbaud
CRM	Metrics that Matter 09/30/2012 4:15 PM	If your organization is like many others, you may be drowning in the data you've acquired over the years. How do you know what data you should be analyzing to make the best decisions possible? Join Steve Beshuk from Jacobson Consulting Applications to learn which metrics really matter and how to use them to help your organization succeed. This session is based on the Balanced Scorecards work by Kaplan and Norton and will focus on how to use the data you already have to develop and − just as important − measure strategic initiatives.	Business Intelligence, Strategic Planning, Organizational Alignment, Balanced Scorecards	Intermediate	Steve Beshuk, Director of Strategic Initiatives, Jacobson Consulting Applications
CRM	Processing External Sources of Data into Blackbaud CRM 10/02/2012 11:00 AM	Moving data between systems is a reality for most organizations. We will showcase strategies for processing gift and constituent information from external sources en masse on a regular basis, such as gifts processed by other entities, or information from the registrar or human resources office.	Understanding winning strategies for making data that is not yours more uniform- so it can successfully be brought into Blackbaud CRM.	Intermediate	Wendy Jaccard, Principal Consultant, Blackbaud Julie Vargo, Director of Application Developement, The Ohio State University
CRM	Product Road-Map: Blackbaud CRM 09/30/2012 4:15 PM	2012 was a BIG year for Blackbaud CRM with new and expanded capabilities for WebUI, membership, financial management, batch rules, import, duplicate management, configuration management, sustained giving, and more! This session will highlight our recent investments and how customers are deploying them, and the presenters will offer insight into the product road-map and strategy for the future Blackbaud CRM. If you are a Blackbaud CRM customer, or considering migrating to Blackbaud CRM, this session is a must-see!		Advanced	Kirk Haselden, Director, Software Development, Blackbaud Eric de Jager, VP, Product Management, Blackbaud Tiffany Crumpton, Senior CRM Marketing Manager, Blackbaud
CRM	Successfully Adopting Luminate CRM 10/01/2012 10:00 AM	Luminate CRM is a full-featured, cloud-based fundraising solution for enterprise nonprofits. And because it’s built atop Salesforce.com, it can serve at the hub for an organization’s entire CRM. With this much capacity, successfully realizing the full potential of Luminate CRM requires planning and effective action across multiple areas. In this session, we’ll dive into key topics, including challenges and opportunities of moving your CRM to the Cloud, what it could mean for you if you adopt the Salesforce platform, building a case for the board by convincing the decision makers to make the right decisions, managing organizational change while building excitement and buy-in (and minimizing freak outs), a nuts-and-bolts plan for getting conversion and implementation done right, and building on success by creating a long-term CRM vision for Luminate CRM at your organization.	You’ll leave this session with a clear idea of what moving your fundraising system to the Cloud / Salesforce.com / Luminate CRM can mean for your organization, how to get key stakeholders at all level engaged and onboard and insight into the best practices for implementing this powerful solution. Whether you’ve already made the decision to move to Luminate CRM, or are simply considering it, this is the session for you!		Keith Heller, CEO, Heller Consulting Mark Fisette, Solutions Architect, Blackbaud
CRM	The Road to Successful Change: A Story about Passive Aggression, Enlightenment, and Adoption Success 10/02/2012 9:30 AM	Managing change isn’t easy, and today we all live in a world of change. Whether it’s a large-scale CRM technology adoption, a shift in strategic priorities, or reorganizations preparing organizations to go through significant change requires thoughtful planning. Creating buy-in, using targeted communications, and demonstrating committed leadership are critical. This session will examine best practices for preparing for, managing, and realizing successful CRM adoption and change within your organization.	This session will examine best practice for preparing, managing, and realizing successful change adoption within your organization.	Beginner	Gilman Sullivan, Practice Manager, Change Management, Blackbaud Andrew Shoaff, Senior Business Consultant, Blackbaud
CRM	Tips and Tricks in Blackbaud CRM 10/01/2012 10:00 AM	There’s a powerful tool tucked away inside Blackbaud CRM that can do things many users don’t even know are possible. When you open a record, would you prefer that a different tab show first? Do you want to hide a field that your organization isn’t using? Would you like to have a query return results with one just click? In this session, we’ll focus first on basic techniques you can use right away. Then you’ll see some of the fun things you can do to further enhance the user experience using the page designer toolset.	Attendees will be familiar with page designer and understand its use to enhance the Blackbaud CRM application.	Intermediate	Craig Haubrich, Senior Solutions Engineer, Blackbaud
CRM	Corporate Citizenship the Microsoft Way 10/01/2012 8:15 AM	With Microsoft’s almost 100,000 employees, 30 years and $2B track record of giving, learn how you can leverage Microsoft’s worldwide resources to help further your organization’s mission. From the expansive nonprofit program giving you access to software to Microsoft executives available to serve on your boards, Microsoft is built around a citizenship focus. Preview some of the exciting plans that Microsoft and Blackbaud are working together on as part of our global partnership.			Dan Mannion, Director, Worldwide Public Sector Emerging Business, Microsoft
CRM	Windows 8 for Nonprofits 9/30/2012 2:30 PM	Take a visual tour of the upcoming Windows 8 features to help you enable your mission. Learn about Live Tiles, Push Notifications , Snapped Views, and the new Windows Store - and how they work together to help you reach your constituents and donors.			Jeff Barnes, Principal Technical Evangelist, Microsoft
CRM	Tired of Information Dysfunction(ID)? How To Free Yourself and Your Data Using the Blackaud Data Warehouse (BBDW) 10/01/2012 2:15 PM	Do you often feel worn out or run down as a result of not getting the adequate amounts of information you need? Are you frustrated with the fact that you can’t do more, or are you gorged with the mountains of data in Blackbaud CRM? Well, we may have the answer. The Blackbaud Data Warehouse is an out-of-the-box solution that will have you refreshed and stimulated with new data analysis in next to no time with minimal side effects. We can share stories of other users and administrators like you who have overcome "ID" issues. We will also discuss how, as an advanced user and administrator, you can even enrich and extend the current Blackbaud Data Warehouse offering to include whatever additional data you need to help your users obtain a happy and fulfilling life with new and additional information. This session will show the powerful out-of-the-box reporting and dashboarding capabilities as well as the advantages of using the Blackbaud Data Warehouse alongside existing Blackbaud Enterprise CRM reporting and querying features. Deployment strategies on how to get the best of this solution will be discussed as well as customization and extensibility features that have been made available since Blackbaud Enterprise CRM v2.8.	-Introduces users as to why Business Intelligence and Data Warehousing can make a significant and positive impact on their organization -Provides BBCRM clients with an overview of a current and existing features of BBDW -Provides existing BBCRM clients with an update on the latest features of BBDW	Intermediate	Alan Eager, Principal Consultant, Blackbaud Inc Brad Gleich, Senior Software Engineer, Blackbaud
CRM	To Infinity and Beyond: What's Next for the Infinity Platform 09/30/2012 2:30 PM	This session offers insight into the ongoing development and direction of the Infinity platform upon which many of Blackbaud’s new generations of products are built. Join our platform product management team as they take you through some exciting new features and offer a view of what we have delivered and what’s to come in the platform! Included in our discussion will be the new Configuration Management tool and how you can create configuration packages, new import capabilities, and how you can optimize duplicate management, to name a few. We will also discuss our road-map for reporting solutions and performance optimization.		Advanced	Jay Nathan, Director, Product Management, Blackbaud
CRM	Turn Your World Upside Down − Put Your Constituents at the Center of Your Universe 10/01/2012 8:15 AM	From donor-centered fundraising to constituent experience management and beyond − the rising expectations of supporters are driving the need for new relationship-development game plans. Understanding and effectively focusing your engagement and fundraising activities to meet constituent expectations can make or break your goals. Hear real world examples from leading nonprofit organizations about what they are doing to succeed in today’s constituent-centric new world order.		Intermediate	Banafsheh Ghassemi, VP, Marketing - eCRM & Customer Experience (CE), The American Red Cross Geoff Handy, Senior VP, Direct Marketing and Membership, The Humane Society of the United States Doug Barker, President, Barker & Scott Consulting
CRM	You Say You Want a Revolution: How FreedomWorks Scaled Its Movement Using Luminate and the Salesforce Platform 10/02/2012 11:00 AM	FreedomWorks has risen to prominence as one of the most influential groups in American politics. In recent years, FreedomWorks has become best known for grassroots organizing of Tea Party activists. One secret to their success: cloud-based solutions from Convio and Salesforce. Political advocacy requires rapid response and the ability to adapt in real-time. Advocacy experts need to know their constituents and have the ability to mobilize them quickly. In this session, you will learn how FreedomWorks leverages Luminate and the Salesforce platform - a fully-integrated suite of fundraising, outreach, advocacy, and CRM capabilities.	Learn how FreedomWorks leverages Luminate and the Salesforce platform - a fully-integrated suite of fundraising, outreach, advocacy, and CRM capabilities.	Beginner	Doug Sharpe, CTO, ACF Solutions
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Financial Management	(Re)Constructing Your Financial Edge System: Design and Re-implementation Considerations 10/01/2012 10:00 AM	In this session, you will learn the various elements of the Financial Edge Chart of Accounts and the additional Transaction Characteristics. You will also hear examples of how various users of the Financial Edge have utilized these elements to track and report on their business. This session will be useful to anyone who has not yet implemented The Financial Edge, anyone who has implemented but isn’t sure what the elements are, or anyone who is considering re-implementing The Financial Edge with a different chart design.	After this session, attendees will be able to: Describe the various options for tracking information in General Ledger. Apply the elements of General Ledger design to your own nonprofit organization. Determine whether your organization would benefit from a re-design/reimplementation of your chart of accounts.	Beginner	Jonathan Howell, Principal Consultant, Blackbaud Stu Manewith, Practice Manager, Blackbaud
Financial Management	Automated Accounts Payable: Not Just for the For Profits Anymore 10/02/2012 9:30 AM	When you think of AP workflow and transaction automation, do you envision solutions that are complicated and expensive? If so, think again! This informative session will show how AP automation can help nonprofits of all sizes by providing a complete real-time view of the pending expenditures; delivering one-click access to supporting documents allowing for faster, more accurate audits; reducing cycle time and transaction processing costs in AP; improving bottom-line results by taking advantage of early-payment discounts and reducing late-payment fees by getting invoices approved in a timely fashion; and ensuring that month-end close is efficient and timely.		Intermediate	Jim Buchheister, Managing Consultant, Professional Services, Blackbaud Holly Condon, Senior Vice President of Sales and Marketing, PaperSave
Financial Management	Automating Student Billing Processes 10/01/2012 2:15 PM	Attend this session to learn how O-matic Software and Diamond Mind Merchant Services make sending invoices/statements more efficient and save you money, while also offering parents additional payment options.	Learn how statements can be emailed directly through Financial Edge using Bill-O-Matic plug-in and show how parents can use a credit card or ACH to make payments online, securely, through Diamond Mind Merchant Services.	Beginner	Jeffrey Montgomery, Managing Partner, O-matic Software Jodie Camp, Student Accounts, Cardigan Mountian School
Financial Management	Calculating Cost per Dollar Raised to Make Budget Decisions 10/01/2012 8:15 AM	In this session, participants will walk through a real-life example of how to calculate cost per dollar raised during the budgeting process and how to use this information to guide decision-making about progams and fundraising efforts. Participants will learn how to break down departmental budgets into smaller components that allocate hidden costs, such as donation processing and website administration. Participants will learn how to present this information to their board of directors in a manner that is meaningful for strategic decision making.	To learn how to calculate the true costs of program and fundraising efforts so that nonprofits can direct their limited resources to areas with the greatest return on investment.	Intermediate	Ray Smith, CFO, PKD Foundation Desiree White, IT/Data Manager, PKD Foundation
Financial Management	Celebrate? With All This Work to Do? 10/01/2012 10:00 AM	When your nonprofit receives a grant, it’s time to celebrate. But you know that once a grant is received, that’s when the real work begins…so maybe you’re not celebrating as much as you’d like. In this session, we’ll explore the grant management capabilities in The Financial Edge, show you how to perform administrative tasks directly in the system so you don’t have to use external error-prone spreadsheets, automate the indirect cost reimbursement process, and manage grant budgets using relevant dates instead of fiscal years. All of this boils down to reducing the time you spend meeting grant reporting requirements. Now that’s something you can really celebrate.		Intermediate	Jeff Sobers, Product Marketing Manager − Financial Solutions, Blackbaud
Financial Management	If You Know Excel, You Know F9 10/02/2012 9:30 AM	Nonprofits need their most critical data instantly accessible at all times to a variety of stakeholders. Accountants at nonprofit organizations need to take any slice of data and create a report or conduct an analysis on demand, in addition to preparing the standard daily, weekly, and monthly reports needed. F9 does all of this through a dynamic link to The Financial Edge General Ledger, ensuring all numbers are timely, consistent, and complete. You will never have to manually create and customize your spreadsheets again. In this session, we'll show you how with a few simple steps, you'll be able to create the reports you need quickly and easily in a format everyone can use and understand.		Intermediate	David Stewart, Account Manager, Infor
Financial Management	Interfacing with Blackbaud CRM Applications 10/01/2012 2:15 PM	This session will focus primarily on the strategic approach to effectively integrating The Financial Edge with The Raiser’s Edge so that The Raiser's Edge serves as a true, auditable subsidiary ledger to The Financial Edge. In addition, the session will look at how other Blackbaud applications can interface with The Financial Edge, including Blackbaud CRM, Altru, and Luminate CRM.	After this session, attendees will: know the strategic reasons to integrate RE with FE, understand the strategic implementation model for integrating RE with FE, understand the activities associated with each phase of the implementation; gain exposure to how software on the Infinity platform interfaces with FE, and gain exposure to how ‘classic Convio’ software can interface with FE	Intermediate	Stu Manewith, Practice Manager, Blackbaud
Financial Management	Managing the Budgeting Process 09/30/2012 4:15 PM	The session will explore best practice budget-development and management techniques through the use of Advanced Budget Management.	Attendees will learn what budget tools exist in the Blackbaud Financial suite of offerings	Beginner	Barton Dyson, Account Manager, Blackbaud Brian Walker, Director of Business Development, PowerPlan Corp
Financial Management	Performance Management: Raise More Money By Measuring, Demonstrating and Improving Your Impact 09/30/2012 2:30 PM	Performance Management is a must in today’s competitive fundraising environment. Donors, whether they are individuals or foundations want demonstrable results and in fact would give more money if they saw them. Learn from Social Solutions, an organization that has helped literally hundreds of human service providers understand and implement performance management systems which allow you to do just this. This session will also cover: What else performance management can help your organization to do better, the qualities of high-performing organizations, creating a culture of continuous quality improvement and the role funders play in building organizational capacity to manage performance.		Beginner	Steve Butz, CEO and Co-Founder, Social Solutions Adrian Bordone, VP and Co-Founder, Social Solutions
Financial Management	Protect Your Agency from Fraud and Improve Transparency 09/30/2012 4:15 PM	Fraud − whether internal or external − can wreak havoc on an organization. If not handled properly, it can lead to concern and even lack of trust among sponsors, your board, and the public. Even a well-managed organization can fall victim to fraud, but if good tools are in place, it can be detected and resolved, and the organization can improve its transparency in the process. This session will exmine tools to ensure that all organizations can use to protect themselves from fraud and improve internal controls.	Tips to Improve Internal Controls Practical Guidance to Avoid Fraud Checklist for what to do if there has been fraud	Intermediate	Cheryl Petersen, Director of Finance, Los Angeles Conservation Corps Jeffrey Montgomery, Managing Partner, O-matic Software Melanie Morton, Manager, Business Forms, Blackbaud
Financial Management	Solve the Top Nonprofit Challenges in Payroll and Human Resources 10/02/2012 11:00 AM	Blackbaud and ADP have joined forces to help you solve your biggest payroll and HR challenges. We surveyed thousands of nonprofits to understand the issues you are facing in payroll, time and attendance, talent management, employee benefits, and more. During this session, we’ll review the most common challenges we found and give you practical advice to solve them in your organization.		Beginner	Rahul Puri, Senior Director, Strategic Channels, ADP
Financial Management	The Financial Edge Road Map 09/30/2012 2:30 PM	This session will cover the present and future of The Financial Edge. We will discuss future enhancements in the short term (within the next three to six months), as well as enhancements that are likely to occur in the next six to twelve months. In addition, we will discuss the items that are currently in line for discovery, what that means, and how an organization might want to be involved in this process.			Heather Cooper Johnson, Product Manager - The Financial Edge and FundWare, Blackbaud
Financial Management	The Hidden Cost of Managing Paper 10/02/2012 11:00 AM	Managing paper through the full document life cycle is expensive! This informative session will help you quantify the costs paper has on your bottom line from the moment it is received all the way through record retention policy.		Beginner	Stuart Rosenberg, President, Solutions@MBAF, LLC
Financial Management	Utilizing the Reporting Capabilities of The Financial Edge 10/01/2012 8:15 AM	In this session, you will learn how to utilize the Visual Chart Organizer, Report, Query, Export, and Dashboard tools in The Financial Edge to gather, organize, and present the information contained in your General Ledger and subledgers. Attendees should be familiar with the use of accounts, transaction characteristics, and data entry.	After this session, attendees will be able to: Differentiate between VCOs, Reports, Queries, Exports, and Dashboards. Describe the uses for each reporting tool. Create new parameters and troubleshoot existing parameters. Analyze the output created by each tool	Intermediate	Jonathan Howell, Principal Consultant, Blackbaud
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Fundraising	A Personal Invitation: Improve Your Event Management Processes 10/02/2012 9:30 AM	Ready to streamline your event management process? Events take place every day and are critical to most organizations' missions and goals, but often Raiser's Edge users find managing their events time consuming or troublesome in the Events module. In this session, we will discuss taking your event management to the next level in The Raiser's Edge with Event-O-Matic. Come learn how to improve and streamline your event participant management process from within The Raiser's Edge.	Improve event management through The Raiser's Edge event module	Intermediate	Baird Hall, OMatic Software
Fundraising	Be It Resolved That Raiser's Edge Geeks Don't Always Agree 10/01/2012 2:15 PM	Should contact restrictions be in solicit codes or attributes? Should you use actions or appeals when you send out a newsletter? What record should the gift be on when given through an intermediary organization? Come listen and participate as we debate the reasons why each of us choose the side we do, and come out with more knowledge to be able to apply the solution that best suits your organization.	Understand the reasons why you might choose to store information one way or another in RE	Intermediate	Bill Connors, Raisers Edge Consultant, Consultant Kirk Schmidt, Director of Professional Services, Method Works Consulting Melissa S. Graves, Development Information Services Manager, Pathfinder International Ed Hohlbein, Consultant, Nonprofit Abundance David Zeidman, Lead Developer, Zeidman Development
Fundraising	Cultivating your Donors! How to Do It...Step by Step 09/30/2012 4:15 PM	Cultivation Calls are the key to allowing your donors a two-way communication channel. These conversations include more than just showing appreciation, they should also inform and educate the donor as to how their gift assists your organization. Let us show you how this innovative technique works, and share actual results in increased giving.	This track will give you the tools you need to implement this unique solution enabling you to retain your donors past their first year and lay the roadwork for increased giving in years to come.	Intermediate	Greg Johnston, President, Thumbs Up Marketing Inc.
Fundraising	Donor Focused Strategic Marketing. A Messaging Strategy Guaranteed to Impact on Your Bottom Line 09/30/2012 4:15 PM	For the fifth year in a row, industry veteran Michael Johnson will talk about his successful Donor-Focused Strategic Marketing philosophy. You will learn proven, updated communication strategies designed to improve your retention, average gift and frequency rates and the conversion of newly acquired donors to active donors. He will feature their top performing fundraising packages for the past year and break them down to show the keys to their success across all channels. At the end of this session, you will have learned valuable principles you can apply to your own program, virtually guaranteed to generate more net income to your bottom line.	To teach at least one fundraising strategy that when properly implemented will create an immediate financial impact for each participant's program.	Beginner	Michael Johnson, Sr. V.P. Chief Marketing Officer, Douglas Shaw & Associates
Fundraising	Engaging Major Donors & Prospects with Creative "Hands-On" Cultivation Moments 10/01/2012 10:00 AM	Philanthropists are tired of "same old, same old" cultivation interactions, and more nonprofits than ever are competing to "wow" new prospective major donors. Attend this session to learn a proven method for developing and delivering inspiring, "light bulb" moments for these key audiences, in an efficient, effective, and scalable way. Juice your creative brain with a live Stump-the-Speakers challenge and go home with the complimentary guide (including samples), a preparation checklist, and conversation starters.	Learn when, why, and how to augment your cultivation/stewardship calendar with inspiring new concepts, a formula for designing unique, mission-oriented cultivation interactions for small groups of key donors and prospects	Intermediate	Rachel Muir, Founder of Girlstart & Manager, Go! Program, Blackbaud Danielle Johnson, Go! Consultant, Blackbaud
Fundraising	From Accountability to Impact 10/01/2012 8:15 AM	For many years, transparency and accountability were objectives of nonprofits nationwide. The conversation has shifted and nonprofits are now expected to showcase their organization's effectiveness and impact. Bob Ottenhoff, president and CEO of GuideStar, the leading source of nonprofit information, will discuss how nonprofits can collect the right data and information that drives better and more confident decisions, and present the information in the right way to get the most people to use it. Bob will present brief findings from the recent Money for Good II research (www.guidestar.org/moneyforgood), which details what specific information donors, foundation grantmakers and advisors are looking for, and discuss fundraising and marketing resources such as Charting Impact (www.chartingimpact.org), a standardized tool for nonprofits to tell their full impact story.	Bob will give actionable steps that nonprofits can take to better showcase their effectiveness to target audiences and assist with their marketing and fundraising efforts.	Advanced	Bob Ottenhoff, President & CEO, GuideStar Greg Ulrich, Director of Advisory Services, Hope Consulting Inc.
Fundraising	Fundraising in a CRM enabled world: You have the GPS, but where are you going? 10/02/2012 9:30 AM	CRM is the industry's favorite buzzword, but making it actionable and impacting fundraising results in a measurable way remains a challenge for most organizations. This session encourages audience participation in a conversation around using CRM to impact program results, including case studies of organizations at various stages of the CRM adoption cycle. A platform agnostic discussion around the question of: "how do we translate CRM into real dollars to impact our mission?"	In this session we will use the stages of the Constituent Engagement Action Plan to review best practices and hear ideas for organizations to be successful at each stage of the CRM constituent engagement cycle.		Miriam Kagan, Lead Consultant, Blackbaud Mike Malekoff, VP of Business Development, JDRF
Fundraising	Going Beyond Parallel Play − How to take Integrated Programs to the Next Level 09/30/2012 2:30 PM	There’s more to multi-channel than sending a companion email around the same time as your direct mail appeal. Learn from top nonprofit and for-profit marketers about how to take your multi−channel program to the next level. Learn what works − and what doesn't − through case studies and a panel discussion with fundraisers who successfully mastered multi-channel. Identify the barriers to truly integrating your program − and how to get around them in this interactive session.	Learning Objectives: Come away with real examples of ways to better leverage all your organization’s programs to integrate your messaging across more channels to better cultivate supporters and increase program revenue	Intermediate	Dolores McDonagh, Vice President Consulting, Charity Dynamics
Fundraising	How to Successfully Train Your Executive Director 09/30/2012 2:30 PM	Have you ever been asked for a complex report 15 minutes before a board meeting? Suffered through endless rewrites of Queries and Reports because "This isn't what I asked for!"? In this session, we'll give you some useful tips and tricks to figure out just exactly what your executive director means when they ask for a list, report, or query. Executive directors − make your data team happy! Learn how to ask for what you REALLY want!	Learn how to articulate more effective requests and how to ask questions and press for clarity when a request is made. We'll learn how to translate this: "Give me all the donations from the last 5 years" to something that is substantially less vague!	Intermediate	Peter Gulka, Development Analyst, TELUS Spark
Fundraising	If I Wrote another Book: What I Would Write About for The Raiser's Edge DBAs 10/01/2012 8:15 AM	What if I wrote another book, this one named "Fundraising with The Raiser's Edge: A Technical Guide for Database Administrators, Power Users, Data Entry staff…the People Who Really Use The Raiser's Edge," what would I write about and why? What kinds of common mistakes and misunderstandings do I see that I would like to make sure they know? For example, constituent codes, solicit codes, security, mailings, reports and dashboards, the roles and responsibilities of a Raiser's Edge database administrator, broader industry and fundraising knowledge, the development of management and soft skills, and similar topics.	For attendees to evaluate critical fields and process in their own databases to identify and fix common but not obvious mistakes.	Intermediate	Bill Connors, Raisers Edge Consultant, Consultant
Fundraising	Integrated Fundraising: How To Use What You Already Know To Raise More Money 10/01/2012 2:15 PM	When you attend multi−channel marketing sessions, do you ever feel like you're out of your league? Large organizations with more resources may have impressive multi channel campaigns to present, but there are many small and medium−sized nonprofits doing a great job too! We'll talk about how you can use proven direct mail techniques in other channels to create multi channel campaigns that work. You'll learn how several nonprofits with limited resources have used the principles of direct mail to grow their online presence, and integrate their fundraising efforts in multiple channels. At the end of this session, you should walk away with the knowledge, confidence, and new ideas you need to raise more money online, on the phones and in the mail.	How to integrate online and offline messaging How to apply direct mail bets practices to online fundraising What's working for groups with smaller budgets	Beginner	Tiffany Neill, Partner, Lautman Maska Neill & Company Cathy Finney, Senior Director, Membership, The Wilderness Society
Fundraising	Mailmerging in RE 10/02/2012 9:30 AM	Tired of manipulating multiple acknowledgement letters by hand? Learn to harness the power of both The Raiser's Edge and Microsoft Word to largely automate the process of creating donor acknowledgement letters, honor/memorial acknowledgement letters, merging profiles directly from a constituent record, and more.	You'll get tips on how to set up your fields to get the most out or your data, extract data from The Raiser's Edge, and set up Microsoft Word documents to save time and reduce errors.	Intermediate	Marc Van Baar, Educational Solution Manager, Blackbaud
Fundraising	Major Gift Officers Optimize The Raiser's Edge 7.92 09/30/2012 2:30 PM	The release of The Raiser's Edge 7.92 included updates that streamline your daily activities. This session will show you how to optimize these features in the system to make the most of your time. During this session we will focus on how to best manage your prospect pool.	Walk away with the understanding of how to: − setup and update dashboards focused on managing prospect pool − utilize The Giving Score to prioritize your prospects − track moves management effectively	Beginner	Jessica Bobbitt Leddy, Solutions Consultant, Blackbaud Kristin Ludwig, General Manager, Target Analytics, Target Analytics, a Blackbaud Company
Fundraising	Make Every Dollar Count: Strategies for Becoming a Constituent Centric Organization 09/30/2012 4:15 PM	What does it mean to be constituent centric? This session is designed to help nonprofits learn a new, holistic approach to the way you view constituent relationship management (CRM). Tim Kobosko provides real-world examples of how to maximize data from across the organization to create more meaningful relationships with your constituents, featuring a case study on the Chesapeake Bay Foundation (CBF), co-presented with Mary Tod Winchester, VP of Administration and Operations at CBF.			Tim Kobosko, Principal/Dir. of Non-Profit Consulting Practice, Hartman Executive Advisors Mary Todd Winchester, Vice President Administration/Operations, Chesapeake Bay Foundation
Fundraising	Managing Your Annual Giving Program with The Raiser's Edge 10/01/2012 8:15 AM	RE features many tools that can enhance the analysis and management of your annual giving program. Attend this session to learn the best ways to use appeals and packages, canned reports, queries and analysis to identify trends and outcomes of your program, and which data points you should monitor to guide your strategy. Topics will include direct mail, e-solicitation and phoneathon tracking, volunteer management and prospect tracking.	Users will leave this session with tips and tricks to develop their annual giving toolkit within RE.	Intermediate	Cassie Hunt, Special Assistant to Advancement systems, University of Richmond
Fundraising	Moves Management Made Easy − Getting more from major gift fundraising 10/01/2012 2:15 PM	Through the practice of moves management, organizations are successfully competing for major gift dollars by putting in place a set of processes that cultivate strong relationships and move supporters toward major giving. A structured moves management process can raise your team’s productivity, eliminate missed opportunities due to staff turnover, and make your major gift fundraising results more predictable and reliable.	We will cover what moves management is and isn't,common obstacles to adopting moves (and how to circumvent these), pre and post-move checklists and building plans with tried-and-true moves (and new moves!)	Beginner	Rachel Muir, Founder of Girlstart & Manager, Go! Program, Blackbaud Danielle Johnson, Go! Consultant, Blackbaud
Fundraising	New Realities in Capital Campaigns 10/01/2012 10:00 AM	Chances are your organization is devising capital campaigns based on methodologies almost a century old. Many classic principles remain relevant, but episodic approaches to fundraising are becoming less effective. The economic climate, shifting demographics, and increased competition are forcing organizations to rethink their traditional fundraising practices. This session will cover how successful capital campaigns are now part of a more comprehensive approach to development, which requires a thorough understanding of the latest methodologies and technology for creating integrated fundraising strategies.	Learn about the latest methodologies for successful fundraising.	Intermediate	Gary Cole, Ed.D., CFRE, Executive Vice President, Consulting, Pursuant Ketchum
Fundraising	New Ways To Measure Donor Retention/Attrition 10/01/2012 10:00 AM	In this session, the presenter will cover how to use The Raiser's Edge Query and Excel to understand how your donors are responding to you month by month. At the end of the session, you should be able to ³calculate² net growth/loss of donors.	Know how to measure and fill in the statement "In the last 30 days, for every X number of new/recaptured donors this month, Y became further removed." Explain helpful graphs in displaying the information exported from RE (or any like system). Use the data to drive fundraising/stewarding activities.	Advanced	Nicole Shelton, Raiser's Edge Analyst, The Ounce of Prevention Fund
Fundraising	Our Government Grant Has Ended, Now What?! 10/01/2012 10:00 AM	A lot of government funding for nonprofits has dried up in recent years. The end of solid grant funding can represent a serious turning point for many nonprofit organizations. A clear roadmap to steer through this challenging time can lead to the revitalization of your organization's mission and effectiveness. Over the past 3 years, CureSearch for Children's Cancer has radically transformed its fundraising program to focus on individual giving, developed a robust events program, and transformed their brand identity. Learn effective leadership strategies, marketing and fundraising techniques that will help you secure that essential diversified funding base you need for your organization’s future.	Learn strategies and techniques necessary for developing a successful individual giving program.	Intermediate	Julianne Puzzo, Senior Vice President of Development, The Food Allergy & Anaphylaxis Network Kathryn Hall, Sr. Customer Success Manager, Blackbaud Neil Lunsford, Web Manager, CureSearch for Children's Cancer Colleen D’Orazio, Manager, Development Administration, CureSearch for Children's Cancer
Fundraising	Product Road−map: The Raiser's Edge 10/01/2012 10:00 AM	Come learn about the enhancements recently made to The Raiser's Edge and the areas we'll be focusing on for the next 12 months. In addition, you’ll find out about our Product Discovery program and how you can partner with us as we develop new features and enhancements for The Raiser’s Edge.		Advanced	Jennifer Mercer, Product Manager, Blackbaud
Fundraising	Same Time Next Month: Building a Multi−Channel Sustainer Program 10/02/2012 11:00 AM	Want the gift (and donor) that keeps on giving? Then it’s time to explore−and develop−a multi-channel recurring giving program, where donors make regular, scheduled donations each month, quarter, etc. The sustainer approach for nonprofits is smart, cost-effective and growing in industry importance. In fact, between 2010 and 2011 among groups running recurring giving programs, there was a nearly 40% increase in the median online revenue from these gifts (more than double the general online giving rate). Sounds great, right? But successfully navigating the sustainer waters requires an understanding of how to launch and manage a compelling program via which targets the right prospects in the right channel(s) and then keeps these valuable donors from jumping ship. In this session, you"ll learn about multi−channel sustainer giving approaches and how Blackbaud donation tools can help manage your efforts. You’ll also hear lessons learned by organizations who have built successful sustainer programs online and offline.			Steve Kehrli, Director of Development, Foundation to Support Animal Protection (PETA) Amy Day, Web & Donor Technology Manager, Dumb Friends League Chas Offutt, Senior Consultant, Blackbaud
Fundraising	Selling the "Sizzle" WITH the "Steak" - How to Use Technology to Put the WOW Factor into your event 10/01/2012 2:15 PM	Charity auctions are a wonderful way to raise money for great causes. However, because they are so popular, many nonprofits struggle with how to make their event unique, and also more profitable. While clever themes and locations can help, they may not directly contribute to adding more revenue. The good news is that with today"s technology there are a number of ways to add both the "WOW" factor many committees seek (the sizzle), and also increase their profit (the steak)! Utilizing websites for registration, event promotion and online auctions is becoming common practice. However, there are many more technology opportunities including bidding by cell phones, PowerPoint displays, musical "bumps", and integration with auction software and TheRaiser's Edge and eTapestry. This session will cover the advantages of using all available technology, and making your event a unique and exciting experience for the guests, and more profitable for your organization.	Attendees at this session will come away with numerous ways to use technology which will be highly profitable for their auction. Specifically, the use of websites for promotion, donation and registration, and software integration with Blackbaud products. Further, using cell phones and other technology as outlined in this session will add revenue to the event directly, while increasing their guests positive experience, and decreasing the stress on the host committee.		Jay Fiske, CEO, Maestrosoft
Fundraising	Taking Your End of Year Campaign Outside the Box 10/02/2012 11:00 AM	How many fliers or emails do you receive in November and December asking you to donate to a specific cause? How many have the exact same solicitation minus the image or organization name? Think outside the box − come to this session to hear about innovative ways to bring your EOY campaign to life!	Jump start your end of year planning with innovative strategies	Intermediate	Karen Jaeger Collins, Technical Strategy Consultant, Zuri Group Miriam Kagan, Lead Consultant, Blackbaud Chris Coletta, Social Media Coordinator, Marketing & Branding, Conservation International
Fundraising	The Policy and Procedure Manual 09/30/2012 2:30 PM	Join us for this panel discussion on how to get started, the process, and using the Policies and Procedures Manual to keep your data clean. Hear what"s worked, what hasn't and best practices from our	Hear successes, best practices and tips and tricks from our client panel	Beginner	Karen Hartt, Philanthropic Services Specialist, Maine Community Foundation Nicole San Miguel, DBA, EPFL
Fundraising	Using Default Sets in The Raiser’s Edge 10/02/2012 11:00 AM	Do you have certain attributes that are required for every record you add? Do you have groups of records that have common data elements? Do you want a way to manage requests for centralized maintenance so that your organization’s data integrity is maintained? If you answered yes to any of these questions, then default sets in The Raiser’s Edge are your answer! Learn how to use default sets to facilitate data entry and improve the accuracy of your data!	This session will: • Provide attendees a way of identifying instances where default sets are useful. • Teach attendees how to create default sets if they are new to them or increase existing skill sets if they are already using them. • Give attendees techniques for using default sets to preserve data integrity.	Intermediate	Craig Haubrich, Senior Solutions Engineer, Blackbaud
Fundraising	You're Ready for a Capital Campaign, but is your Database? 10/02/2012 11:00 AM	We all know that before we even dream of starting a major gifts initiative or capital campaign, we need to make sure The Raiser’s Edge is fully prepared to support one. And, even if your next campaign is a little ways off, there are things you need to do right now so you’ll be ready! Are you capturing the right information about your prospective donors? How about identifying interests that might be a match for campaign initiatives? A successful major gifts initiative or capital campaign requires detailed database planning, procedures and time to prepare. Join Jim Bush and Michelle Boudet, Database Administrator for Water Missions International, for a fun, interactive discussion that will ensure that your database is fully prepared to support a major fundraising initiative.	This interactive session will teach you how to assess your organization"s database readiness for a major fundraising initiative, help you determine the areas of focus for your database, and discuss strategies you"ll need to maximize your data for a successful campaign.	Beginner	Michelle Boudet, Database Administrator for WMI, Water Missions International Jim Bush, Senior Consultant, Winkler Group
Fundraising (eTapestry)	All About eTapestry Standard Reports 09/30/2012 2:30 PM	Do you want to wow your colleagues with easy to produce reports from eTapestry? Join us to see just how easy it is to report on all facets of your fundraising efforts.	Attendees will gain a full understanding of the purpose and functionality of Standard Reports in eTapestry, as well as the diversity of queries and how that will impact the results of your report.	Intermediate	Kimberly Hammer, Product Support Lead, Blackbaud
Fundraising (eTapestry)	Email Marketing with eTapestry: Do’s and Don’ts 10/01/2012 10:00 AM	Attend this session to learn the “in’s and out’s” of communicating with donors and prospects.	Learn best practices of email marketing, strategies to avoid, and ways eTapestry can assist you with your email marketing efforts.	Intermediate	Jeremy Vanscoy, Sales Manager, Blackbaud Alec Stern, Vice President, Strategic Market Development, Constant Contact
Fundraising (eTapestry)	eTapestry and Social Media 10/01/2012 8:15 AM	Are you using Social Media to reach your donors? Get some tips on the best way to do this and how eTapestry can help!	Understanding of social media and how to apply it to your organization.	Beginner	Aaron Bacon, Senior Developer, Blackbaud Mike Rusche, Product Manager, Blackbaud
Fundraising (eTapestry)	eTapestry’s DIY Online Forms 09/30/2012 4:15 PM	In this session, we will take a look at our new powerful way to create and edit your own eCommerce Forms.	Attendees will be able to create and customize all DIY Forms. In addition users will be able to see how the data flows into eTapestry and is tracked once a constituent submits from a published eCommerce form.	Intermediate	Aaron Bacon, Senior Developer, Blackbaud Kimberly Hammer, Product Support Lead, Blackbaud
Fundraising (eTapestry)	Relationship Building and eTapestry 10/01/2012 2:15 PM	Join us as we present a real life customer story about building and maintaining donor relationships in eTapestry.	Attendees will have a full understanding of how eTapestry can add, track, and report real life relationships for donor development.	Intermediate	Allison Bradshaw, Director of Advancement Database Services, Cornerstone University Kimberly Hammer, Product Support Lead, Blackbaud
Fundraising (eTapestry)	Snag ‘Em For Life-Tag ‘Em in eTapestry 10/02/2012 9:30 AM	Learn tips on how to cultivate your donors to become lifelong donors and how to keep track of this progression in eTapestry.		Beginner	Pam Dechert, Consultant, Blackbaud
Fundraising (eTapestry)	What’s on the eTapestry Horizon? 10/02/2012 11:00 AM	Sure, you know what's in eTapestry, but what you"ll really want to know is what is going to be coming to an eTapestry near you!	Attendees will learn what to expect in the eTapestry product; including features and improvements taking place over the next 12 months.		Mike Rusche, Product Manager, Blackbaud
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Interactive	12 Tips for Making the Most of Blackbaud NetCommunity 10/02/2012 9:30 AM	So, you have NetCommunity…now what? Wondering what to do next? Learn 12 tips, one for each month, that will help you make the most of Blackbaud NetCommunity. This session will explore simple marketing and online fundraising strategies to help clean/update your lists, cultivate your supporters, build loyalty, and even prepare for a year-end ask.		Beginner	Morgan Strenck, Internet Principal, Blackbaud Christine Washington, Manager, Sales Support, Blackbaud
Interactive	Adaptive Content for a Future-Proofed World 10/01/2012 10:00 AM	With the multitude of web-connected devices around us and in development, it’s becoming too difficult to anticipate what screen sizes to design for. The answer to this dilemma is to start thinking differently about content. It’s no longer just text and images appearing on a web page so why are we still writing like it is? This session will explore ways to model your existing and new content so it can grow and adapt with your organization and your end-users into the unknown future.	Learn how to construct your content so it can be displayed in a variety of formats and adapt to the changing online landscape.	Intermediate	Misty McLaughlin, Manager of User Experience, Blackbaud Lacey Kruger, Lead Information Architect, Blackbaud
Interactive	Analysis and Action: Your Guide to Monitoring Online Success, and What to do Next 10/01/2012 10:00 AM	It’s 9am, do you know where your audiences are? Who they are, what they are doing, how they got to your website, what they were searching for, why they stayed, left and/or came back? Your user's behaviors on your website is leaving you myriad clues about how to engage, inspire and move them to action. Are you paying attention? Whether or not you are already using a web analytics tool to explore your web traffic, find trends and identify and prioritize opportunities for improvements, this session is for you. We will discuss tips and tricks that you can start using immediately, and we’ll demonstrate proven techniques to better analyze your audience’s behaviors and make better decisions.	You will leave empowered to take action to improve your organization"s performance online.	Intermediate	Alissa Ruehl, Senior User Researcher, Blackbaud
Interactive	Better Nonprofit Websites: 52 Tweaks in 52 Weeks 09/30/2012 4:15 PM	You’re busy, your time is limited, your resources are stretched thin; yet you know your organization’s website could be better. Take a deep breath. We"ve compiled 52 easy-to-implement tips to help you get there. Commit less than an hour each week to one of these suggestions − 52 tweaks in 52 weeks − and improve your website by next year’s conference. These best practice ideas will improve search engine optimization, increase visitor retention & return, and better engage constituents while also raising more money! This session is not software-specific, and even seasoned website managers will walk away with new ideas. Join us for 52 in 52!	Walk away with actionable ways to improve your website		Jono Young, Principal Designer, Blackbaud
Interactive	Beyond the Donation Page 10/01/2012 8:15 AM	Explore alternative online giving options that will take your organization beyond the traditional online donation page. If you are looking for ways to expand and energize online giving this session will provide ideas and examples for you to consider. As online donations continue to grow as a percentage of overall fundraising it can be helpful to have various online giving options in order to engage and reach various audience groups.	Walk away with examples of how organizations are broadening online fundraising efforts through the use of eCards, special project fundraising or virtual drive, and peer-to-peer viral fundraising.	Intermediate	Jessica Bobbitt Leddy, Solutions Consultant, Blackbaud
Interactive	Blackbaud NetCommunity is Like a Box of Chocolates, Full of Sweet Surprises 09/30/2012 2:30 PM	Blackbaud NetCommunity may have been developed for external constituent engagement, but at Metropolitan State University of Denver, we had a different vision. We knew we bought a great tool, but what it developed into even surprised us! This session will give you a demonstration of the different uses of the Blackbaud NetCommunity Web CMS system and how the Advancement Services team at Metropolitan State University of Denver utilized the system to improve the level of service provided to the University and outside constituents. The team developed an online request system using Blackbaud NetCommunity form parts and pages, and Filemaker Pro Instant Web Publishing. By providing transparency and never-before used metrics and analytics, Metro State’s Advancement Services Department has been able to demonstrate the value of a centralized department to meet the needs of the institution.			Rebel Saffold, Director of Advancement Services, Metropolitan State College of Denver
Interactive	Building an Impactful Online Strategy 10/02/2012 11:00 AM	Your web site needs to be updated and you need to produce the monthly e-newsletter and you want to send an e-appeal out next week because the latest direct mail piece is about to drop. You know all about segmentation but haven"t had a chance to implement it online, so everyone is getting the same e-mail. You want to stay up to speed on best practices and do some testing of both e-mails and your donation forms, which you haven't reviewed since last December. You still haven"t added the ability to gather e-mail addresses on Facebook and Twitter seems kind of interesting but what is its ROI and audience? Oh, and you need to grow your house-file this year by 15% and online revenue by 20%. Where do you start? Building an online strategy will help you develop priorities, will force you (and your organization) to focus on immediate needs and lead to a plan with consensus from key stakeholders invested in your online program. Whether your online department has multiple staff members or is a one-person shop, producing and implementing short- and long-term strategies is the foundation for future success.	Learn how to approach the decision and priority making process, outline key goals and produce a plan that will leave you organized and (relatively) free of panic.	Beginner	Scott Gilman, Consultant, Blackbaud
Interactive	Case Study: Key Findings & Successful Tips from Blackbaud Internet Solutions Rollout in a Large Environment with Blackbaud CRM 10/02/2012 9:30 AM	Attendees will learn context, see a demo, and benefit from successful tips and tricks learned from the University of Michigan's experience and environment.	Hear University of Michigan's experience in rolling out BBIS!	Intermediate	Regis Vogel, Director - Web, Data Integration, Network service, Office of University Development, University of Michigan Melissa Cox, Assistant Director, Web & Data Integration, University of Michigan
Interactive	Creating Event Fundraising Campaigns 10/02/2012 11:00 AM	We know many things about event participants. Those with personalized fundraising pages raise more money. Sending more email gets results. But how can we effectively encourage them to take these steps? Are you tired of pitching fundraising tips to the crowd? The Parkinson Alliance's Unity Walk implemented a sophisticated email calendar with personalized fundraising tips. Each week, a scheduled mailing encourages participants to send email, personalize their page, join a team, and set a fundraising goal. Zuri Group provides nightly updates to custom fields, so this data is accessible. Equal parts strategy and hands-on "how to," this session will give you the steps to recreate this success story for your own event.	We will cover the basics of a successful email program as well as the complexity of scheduling automated, recurring email for all event participants	Intermediate	Stephanie Burnett, Director, Client Services, Zuri Group Terri Hamran, Donations Manager, Parkinson"s Unity Walk Helaine Isaacs, Event Director, Parkinson"s Unity Walk Terri Hamran, Donations Manager, Parkinson"s Unity Walk
Interactive	Developing an Epic Facebook Strategy for Your Nonprofit 10/01/2012 8:15 AM	This session will walk participants set-by-step through creating an effective Facebook marketing strategy. We will discuss defining your audience, understanding the "native language" on Facebook, developing a content strategy, engaging with fans, and measuring results.	The participants will walk away with a more solid game plan for their presence on Facebook	Intermediate	John Haydon, Chief Heretic and Pyrotechnician, Inbound Zombie
Interactive	Efficient Content Management for Luminate Online and Luminate CMS 10/02/2012 9:30 AM	In this session, we will discuss organizing PageBuilder, Image, and Document libraries along with asset folders in CMS.	To learn how to best manage content in Luminate Online for ease of organization and findability.	Intermediate	Allison King, Education Specialist, Blackbaud
Interactive	Emerging Email Tactics & Trends: Where to Focus Your Efforts to Increase Opens, Clicks & Conversions 10/01/2012 10:00 AM	Email is only one of your many responsibilities, with social media, website updates, meetings and more occupying parts of your day. While you only have so much time for email, you still need it to be an important piece of your fundraising efforts. So how can you maximize time spent on email? This session will examine how nonprofits are utilizing emerging email trends and research-based tactics to increase their email results. More importantly, it will review how you can efficiently utilize these tactics, so you can make the most of your time. We’ll cover what activities generate the greatest impact and what does not.	How to use 5 emerging trends and tactics − triggered emails, email testing, mobile, multi-channel communications, and personalized content − to increase email relevancy, keep constituents actively engaged and improve email results	Intermediate	Mike Snusz, Senior Internet Marketing Consultant, Blackbaud
Interactive	Events are a Means to an End: The Journey to Year-Round Engagement with your Event Participants 10/01/2012 2:15 PM	We believe that events are means to an end. They bring an element that no other development tool can match: the experience of face-to-face interaction with your mission and with others who are passionate about your cause. We also believe that in order to maximize events as a fundraising tool, you must have a plan to engage them from the moment they register all the way through to the finish line (and beyond).	This session will take you through the event journey − from best practices in event recruitment, to how to turn participants into fundraisers and finally, how to continue momentum with your event participants throughout the year.	Beginner	Jeff Shuck, Event 360
Interactive	Expert Panel: Does Social Media Make Cents? 10/01/2012 2:15 PM	Social media has proven to be more than a fad but its role in fundraising is still up for debate. Industry experts will examine the opportunities, challenges, successes and failures of social media as a fundraising channel.	How fundraising does (or does not) fit into your fundraising strategy	Intermediate	Katya Andresen, COO/CSO, Network for Good Frank Barry, Internet Solutions Strategy Manager, Blackbaud Colin Wallis, Austin Parks Foundation Roger Craver, Founder, DonorTrends
Interactive	FREE Resources for Luminate: Do more, faster, and with best practices 10/01/2012 2:15 PM	This session will walk attendees through the FREE resources available to you and your staff to help you launch campaigns, learn best practices and answer configuration questions through webinars, videos, do-it-yourself kits, research papers, peer networking, online community participation and more!		Beginner	Ken Cantu, Best Practices Program Manager, Blackbaud Kent Gilliam, Community Manager, Blackbaud
Interactive	Get Heard: Using Online Tools to Raise Awareness, Inspire Engagement, and Foster Long-term Relationships 10/01/2012 8:15 AM	Online tools provide an effective and affordable way for nonprofits to build relationships with supporters− from raising awareness to fostering long-term engagement. In this “how-to” session, you will learn how online marketing tools (email marketing, event management, social media marketing, and online survey tools), coupled with marketing KnowHow, can help your organization stand out in a noisy environment, increase donations, volunteers and event attendance, inspire engagement and build strong, lasting relationships with your donors, members and volunteers.	In this “how-to” session, you will learn how online marketing tools (email marketing, event management, social media marketing, and online survey tools), coupled with marketing KnowHow, can help your organization stand out in a noisy environment, increase donations, volunteers and event attendance, inspire engagement and build strong, lasting relationships with your donors, members and volunteer	Intermediate	Alec Stern, Vice President, Strategic Market Development, Constant Contact
Interactive	Getting your priorities straight: A Guide to Successful Information Architecture 09/30/2012 4:15 PM	Can your website visitors find what they’re looking for, and do they get value from your online properties − whether it’s their first or their 100th visit? How can you more strategically move visitors through your web content to compel them to become supporters? The marketers and geeks with the best web presences know that effective information architecture (IA) is critical to online success, from the largest to the smallest properties. Come find out how to design an IA for your online presence that will draw supporters back again and again.	How to re-organize your website around your audience, re-prioritize your content, and provide engaging, enjoyable experiences to supporters	Intermediate	Misty McLaughlin, Manager of User Experience, Blackbaud Lacey Kruger, Lead Information Architect, Blackbaud
Interactive	I Need to Knock this Event Out of the Park; Making the Most of Friends Asking Friends 09/30/2012 2:30 PM	Help! I’m new to using Friends Asking Friends (FAF), do you have some pointers you can give me to meet my fundraising goal. Is this you? Or are you an FAF veteran? Vets you’ll find this session helpful, as we’ll review all the new features released this summer including: social sharing and sign on, new FAF event site designs, FAF mobile app and more. FAF newcomers, you’ll learn a lot of ways to fine tune your event and use the tools to their maximum potential. Our team of fundraising PRO’s will make sure you’re getting the most bang for your buck with Friends Asking Friends. This session is designed for novice to mid-level Friends Asking Friends users.	This “tips and tricks” session will help you: • Fine tune your FAF website settings • Encourage behaviors in participants that yield more donations • Use reporting and email tools effectively • Find opportunities hidden in the extended set of features in FAF you might not be using	Beginner	Kathryn Hall, Senior Customer Success Manager, Blackbaud Tammy Radencic, Client Success Manager, Blackbaud
Interactive	It’s a Science, no it’s an Art; Actually it’s both. Part 1: The Science of Peer-to-Peer Fundraising 09/30/2012 4:15 PM	Peer-to-peer fundraising is the perfect storm of science and art. In this session, we’ll focus on the science of P2P fundraising to increase revenue. We’ll start with reviewing the 2012 P2P benchmarking report and update you on current trends in the marketplace. After uncovering current P2P trends, we’ll help you identify P2P game changers and discuss how you can use your data to increase revenue.	Review 2012 P2P Benchmarking Report, Explore reports and metrics to uncover growth opportunities and Discuss how to use P2P data to create short- and long-term fundraising strategies	Beginner	Amy Braiterman, Principal Strategy Consultant, Blackbaud Jennifer Ashbaugh, Individual Giving Manager of Donor Development, Big Brothers Big Sisters of America
Interactive	Leave No Recurring Revenue on the Table 09/30/2012 4:15 PM	Recurring revenue just makes sense. It’s revenue you can count on, your donors are more loyal, have greater lifetime value, and sustainers are even more likely to make a planned gift to your organization in their wills! Once a donor gives you a recurring gift, they have signaled that they intend to be with you forever. But things can happen to get in the way − credit cards get lost or stolen, they expire, or maybe they’re maxed out temporarily. Come to this session to learn how to configure both your Luminate Online software and your sustaining giving program to aggressively hang on to your donors for life.	This session is geared toward clients who already have a programmatic sustainer program in place and are looking to optimize it, up to and including shifting their entire giving model to recurring donations.	Advanced	David Glass, Director of Online Marketing, World Wildlife Fund Sally Heaven, Senior Client Success Lead, Blackbaud
Interactive	Leveraging the Supporter Shift: How Changes in the Way We Look at Data Will Revolutionize Fundraising 10/01/2012 2:15 PM	Retention vs. engagement...multichannel vs. omnichannel...Are these phrases just buzzwords or are they important nuances to a successful fundraising strategy? In this session, we’ll take a look at what fundraising data matters, how to measure it, and how to use it most effectively. We’ll also preview the data that full integration provides and how it can change the way we interact with supporters forever.			Clinton O'Brien, VP, Nonprofit Sales & Marketing, Care2 Allison Van Diest, Solutions Architect, Blackbaud Dennis McCarthy, VP, Strategy & Business Practice, Blackbaud
Interactive	Luminate Online and TeamRaiser Roadmap Review 10/02/2012 9:30 AM	This session will give you insight into how we built the roadmap; what we observe as market, customer, and constituent needs and trends; how we translate those needs and trends into development initiatives; and ultimately, what initiatives we intend to work on over the next 18-24 monhs.	By attending this session you will be able to better understand the current features your org should be leveraging to engage constituents online, and what initiatives will be guiding the development of Convio Luminate Online and TeamRasier.	Beginner	Casey Flinn, Manager, Product Management, Blackbaud
Interactive	Mobile 201 10/02/2012 11:00 AM	You’ve optimized at least some of your website for mobile devices, are sending SMS to your supporters, and want to raise money via text-to-donate or mobile-optimized forms without having to wait for a disaster to strike. So now what? World Wildlife Fund and The Humane Society of the United States will share concrete examples of how they are taking mobile marketing to the next level, including lessons learned and best practices.			Lara Koch, Mobile Communications Manager, The Humane Society of the United States Jessica Fraser Sotelo, Manager of Online Marketing, World Wildlife Fund
Interactive	Mobile Homepage Design Slam 10/02/2012 9:30 AM	This will be an interactive, participatory design session. We’ll briefly cover the process for designing mobile homepages and will then ask audience members to volunteer to show their homepage so the group can translate it into a mobile-friendly layout.	Attendees will learn best practices for mobile design and how to translate a standard homepage into a mobile-friendly layout.	Beginner	Lacey Kruger, Lead Information Architect, Blackbaud Michael Chang, Creative Director, Blackbaud
Interactive	Out-of-the-Box Advocacy Super Heroes 10/01/2012 2:15 PM	Use the power of Luminate Advocacy, right out of the box! During this panel discussion, we’ll feature three super heroes changing the world using Luminate Advocacy. We’ll talk about creating a smart strategy that makes the most of the Advocacy module, and allows your message to really shine. Join us for case study goodness, best practice gems, and strategy ideas too. Beltway insiders (and beyond) are welcome and encouraged to attend.		Beginner	Emily Goodstein, Client Success Manager, Blackbaud Kartik Sribarra, Director of Policy Outreach, Rails-to-Trails Conservancy Kristin Koch, Deputy Director of Online Strategies, NARAL Pro-Choice America Shelby Meyerhoff, Senior Associate for Online Advocacy, Unitarian Universalist Service Committee
Interactive	Part II: The Art of Peer-to-Peer Fundraising; Cultivating P2P Participants 10/01/2012 10:00 AM	Does it feel like every year you’re constantly working to acquire new participants? Did you know most of your prior year fundraisers will not participate again the following year? That’s right, about 75% of fundraising participants will not return. In this session, learn how to cultivate, inspire and retain your peer-to-peer participants and donors by borrowing tactics from our friends in Major Giving. We’ll parlay a few major gift prospecting and cultivating techniques to increase your peer-to-peer fundraising, and keep your participants coming back year after year.	Explore reports and queries that will tell you more about your participants, Learn ways to apply Major Gift cultivation tactics to your P2P participants and donors, and Learn how to create an ongoing year round cultivation plan	Intermediate	Emily Teufel, Internet Client Manager, Blackbaud Robyn Mendez, Product Marketing Manager, Blackbaud
Interactive	Pimp My TeamRaiser: How to Bling out your TR Event and Raise More Coin for your Mission 10/01/2012 8:15 AM	Join the TeamRaiser Product Experts as we focus on the lesser known TR features that you should be using to raise more money for your organization’s mission. Discussions will include business rationale for how these features will grow your bottom line and why they are important to your event’s long term growth. Feature highlights include the new mobile-friendly registration process, reclaiming teams year-over-year and Social Media Log Ins.			Robyn Mendez, Product Marketing Manager, Blackbaud Derek Martin, Senior Solutions Engineer, Blackbaud
Interactive	Product Road Map: Blackbaud NetCommunity / Blackbaud Internet Solutions 10/01/2012 8:15 AM	This session will review road-map plans for both Blackbaud Internet Solutions (BBIS) and Blackbaud NetCommunity (BBNC). We will cover improvements that have been shipped in recent releases, discuss what will be released in early 2013, and what areas of product discovery we are engaging with customers on next.	Identify how your organization will benefit from upgrading our integrated internet solution now and in the near future, and understand what features are in product discovery now and how you can become involved in that process	Beginner	Steve MacLaughlin, Director, Internet Solutions, Blackbaud
Interactive	Product Road Map: Next Generation Friends Asking Friends 10/01/2012 2:15 PM	Attend this session to learn about Blackbaud’s next generation event fundraising solution.		Advanced	Ian Gruber, Product Manager, Blackbaud
Interactive	Screaming Monkeys, Roaring Lions: Making Noise vs. Making a Difference on Capitol Hill 10/01/2012 10:00 AM	Despite the amazing growth of the advocacy in the last decade − in scope, tactics, and resources − little research actually exists on Capitol Hill’s perspective on what is effective and what is counterproductive in interactions with Congress. Add to the mix the rise of social media, and advocacy experts face myriad choices and challenges. Is your group seen on Capitol Hill like "roaring lion," motivating legislators to move quickly in a desired direction? Or, are you a "screaming monkey," just annoying your targeted lawmakers and leaving a mess behind? This program is based on research from the Congressional Management Foundation, which has a unique 35-year relationship with Congress. The CMF research is drawn from surveys of congressional staff, focus groups with congressional staff, and interactions and consultations with members of Congress and staff.	What congressional staff believe are the most effective communications tactics for influencing undecided Members of Congress. How and whether the Internet has made legislators more responsive and accountable to constituents. What are effective methods for citizens using social media to connect to their legislators. The differences in impact between different forms of communications (e-mail, postal mail, in-person visits, and social media).	Intermediate	Bradford Fitch, President and CEO, Congressional Management Foundation
Interactive	The Importance of Your Brand: How to Understand, Refine, and Communicate to Build Trust 09/30/2012 2:30 PM	Learn what a brand identity is, why it's important, and how a clear brand can further your mission. Blackbaud's design marketer and Internet principal will walk you through the concepts and provide you with actions your nonprofit can do today. In addition, the presenters will educate you on services Blackbaud's in-house design agency can provide to help create a clear brand identity.	Learn how you can further your mission by having a clear brand identity for your organization.	Intermediate	Agnieszka (Aga) Siuda, Interactive Designer, Blackbaud Morgan Strenck, Internet Principal, Blackbaud
Interactive	Think Fast, Think Big: Secrets of America's Most Sophisticated Nonprofits 10/02/2012 11:00 AM	Groups of all size experience "big moments." How do you make sure you"re squeezing every drop out of them to strengthen your organization? Take a page from top nonprofits like the Human Rights Campaign, Planned Parenthood, and the Humane Society − ocean liners that can turn on a dime when needed. Writing and storytelling, using social media as a barometer to inform email strategy, when and how to incorporate offline channels, and raising gobs of money without sending a "fundraising appeal" − in this session, we"ll get nice and specific on how they do it. And no, you don"t need a big budget to play along!	You'll come out of this session with at least ten new ideas for your program − with actual data to back them up.	Intermediate	Sarah DiJulio, Principal, M+R Strategic Services Stephanie Lauf, Director, Digital Fundraising & Supporter Engageme, Planned Parenthood Federation of America Kelly Townsend, Manager, Online Fundraising, The Humane Society of the United States
Interactive	Top Unknown Blackbaud Sphere Tools, Shortcuts, and Tips 10/01/2012 8:15 AM	Blackbaud Sphere is a much deeper product than most nonprofit professionals realize. Come learn about all of the features that you never knew existed but can make your life easier. Examples may include custom dashboards, contact lookups, segmentation, unknown merge fields, conditional content, and more.	Identify underutized Sphere features and illustrate how Sphere customers can use them to make their lives easier and improve constituent engagement.	Intermediate	Josh Dreifuss, Internet Principal, Blackbaud
Interactive	Underused Parts in Blackbaud NetCommunity Grow 09/30/2012 4:15 PM	Blackbaud NetCommunity Grow has been highly adopted in the market, but most organizations so far have wildly underused the horsepower that is available in the solution. This session will enlighten the audience on the numerous parts that are available that they may not be using. It will also highlight how the integration with The Raiser's Edge can be leveraged more powerfully, and ideas for website content that you may want to start considering.	How to leverage Blackbaud NetCommunity Grow to truly become the bi-directional communications tool that it was meant to be	Beginner	David Beebe, Solutions Consultant, Blackbaud
Interactive	What’s Hot in Peer-to-Peer Fundraising: Industry Trends from TeamRaiser & Friends 09/30/2012 2:30 PM	This session will be a review of the peer-to-peer fundraising industry’s top trends and how you can optimize your use of TeamRaiser to raise more money for your organization’s mission. Discussion topics will include strategies for using social and mobile channels as well as independent fundraising events. Learn from industry experts how your organization can maximize their resources and engage their participants and donors online in the most innovative ways.			Nancy Palo, Senior Strategy Consultant, Blackbaud Deepa Karani, Client Strategy Executive, Blackbaud Donna Wilkins, President, Charity Dynamics Mark Becker, Founding Partner/Business Development, Cathexis Partners Melissa Dreyer, Director, Interactive Events, American Cancer Society
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K12 Independent Schools	Integrating Your School Offices: Best Practices & Pitfalls 10/02/2012 11:00 AM	In this session, we will discuss how integration works to make your school a fine-tuned piece of machinery. No more rekeying information, no more importing, reworking and exporting, and no more scattered data. Whether you have Admissions Office, Registrar's Office, Student Billing (or all three!) along with The Raiser's Edge, we will discuss how you can cut your work time while being synchronized across all offices.	Give ideas to those who are integrated and how they can make their databases function with less stress on data entry and help those who are new to integration "food for thought" on how they would like to develop their policies of integrating the 2 databases	Intermediate	Natalie Derrick, Donor Relations Administrator, Holy Trinity Episcopal Academy Leanne Vitanzo, Solutions Consultant, Blackbaud Inc. Kathy Hannon, Systems and Database Administrator, Holy Trinity Episcopal Academy
K12 Independent Schools	Marketing Your School Online to Boost Enrollment 10/01/2012 2:15 PM	Effectively marketing your school online will help you drive admissions by leveraging your website, SEO, social media, and other online tools to broaden your reach, engage prospectives, and create a more engaging experience online. In this session, you will learn ways to encourage interest, promote stewardship, leverage social media, and effectively use interactive elements on your site, all while analyzing and measuring the success of your efforts.	In this session, you will learn online tips and tricks to improve the online experience for prospective families through better communication, online interactivity and a providing a personal touch in the digital world.	Intermediate	Liz Hiers, Account Executive, Web Design, Blackbaud
K12 Independent Schools	Maximize Your School’s Website & Leverage Database Integration with Online Campus Community 10/02/2012 9:30 AM	This session is for new and veteran Blackbaud NetCommunity users. Attendees will be inspired by how The Lexington School and The Shipley School have used a variety of Blackbaud NetCommunity and Online Campus Community parts to maximize website and database integration, focusing on the "why" and showing the final products. In the second half of the session, the presenters will show the "how" beyond the "what" and "why." They will reveal and share the code and talk about how they made it work.	Part One: In part one attendees will learn about the benefits of using OCC including streamlining reenrollment with an online ReEnrollment form, leveraging data for online directories, decreasing duplicate entry for parent and student announcements, simplifying communication through email, maximizing site analysis with Content Comparison parts, adding calls to action through personalized messages with Targeted Content parts, promoting pages across the site using Suggested Content, and decentralizing data entry by developing Class and Team page templates. Part Two: In part two attendees will see how parts, codes and creativity are used to make everything in part one come together. This session will be a fast paced review to illustrate the how beyond the why and will include sharing some technical details. Attendees will examine the structure of a ReEnrollment form, learn about using Unformatted Text parts to add script to BBNC pages, dissect a live Content Comparison part to see testing results, unfold examples of Directory parts that pull from a specific query, learn about off label effects of parts, view examples of stylesheets, and see what an editor sees for class and team page templates.	Intermediate	Rachel Welsh, Director of Data Operations, Webmaster, The Shipley School Jaime Lassman, Director of Technology Integration and Curriculum, The Lexington School Emilie Thomson, Senior Solutions Consultant, Blackbaud
K12 Independent Schools	Product Road-Map: Education Solutions 10/01/2012 10:00 AM	This session will review road-map plans for our education solutions. We will cover improvements to The Education Edge, Faculty Access for the Web, NetClassroom, Online Admissions/Re-enrollment, and Online Campus Community.		Advanced	Julia Wilson, Product Manager, Blackbaud
K12 Independent Schools	Take Your Online Admissions & Online Re-enrollment Processes to the Next Level: Learn Best Practices and Tips from Your Peers 09/30/2012 4:15 PM	New student acquisition and existing student retention are critical for your school’s success. Since this is the first interaction with your school, make sure to start off on the right foot with prospective families and make it easier for returning families by taking the admissions and enrollment processes online. We will provide real-world examples of how showing the value of your school from the very first interaction with prospective families and making it easy, convenient, and personalized for parents makes an impact on enrollment, in both acquisition and retention.	Learn best practices you can implement at your school!	Beginner	Doreen Meeks-Hewes, Controller/Blackbaud Data Base Manager, John Paul II High School Kathy Hannon, Systems and Database Administrator, Holy Trinity Episcopal Academy Julia Wilson, Product Manager, Blackbaud
K12 Independent Schools	Top 10 Social Media Tactics Every School Should Implement 10/01/2012 8:15 AM	If you're looking to start or improve your social media efforts at your school, then these 10 social media tactics are for you. Youll walk away with great tips and tactics for effective social media use based on proven techniques that the top schools around the world have implemented. Walk away with a better understanding of how to engage, inspire, and build lasting relationships with your students, families, and alumni.			Frank Barry, Internet Solutions Strategy Manager, Blackbaud Rachel Welsh, Director of Data Operations, Webmaster, The Shipley School
K12 Independent Schools	Top 10 Web Design Practices Your School Should Be Employing 10/01/2012 10:00 AM	Your school’s website should not just be a pretty picture to view and admire − it should be a tool used to engage, inform, and ultimately inspire action! In this session, learn the top 10 key elements your school’s website should employ to improve your online presence. You’ll walk away with tips and tricks − from free and easy fixes to strategic planned additions − that will help you improve prospective engagement, family communication, and alumni involvement. Join us to learn how to drive interaction and share your school’s digital story in a more compelling way online!		Beginner	Kelley Jarrett, Design Market Manger, Blackbaud
K12 Independent Schools	Why Database Policies & Procedures Are Critical, and How to Create & Leverage a Control Change Board 09/30/2012 2:30 PM	Do the words "policy and prodedure" scare you to death? Who has time to write that? We all know it is a crucial part of any corporation, business, or school using a database. It takes time to develop the information, and what"s more is that it is constantly evolving. For example, what if someone on your staff leaves unexpectedly? Who would know how to do what they did? We will cover how to get started and how to organize and document both the content and format. There will be examples of how it can look, how to get started, and why it is important to keep it up to date.	Learn the basics of getting started writing the Policy and Procedure Guide from the beginning outline to the finished product.	Beginner	Melissa Alexander, Academic Technology Specialist, Culver Educational Foundation
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Learn Lab	Automating and Customizing Applicant Decision Letters in The Education Edge 10/02/2012 9:30 AM	In this session, you will learn how to create merge templates in Admissions Office to generate any type of letter, including letters for final admissions decisions, with just a few clicks.	1. Explain how to produce letters in Admissions Office 2. Review checklist options for creating letters 3. Create a conditional mail merge template for decision letters	Intermediate	Chuck Hays, Principal Educational Consultant, Blackbaud
Learn Lab	Blackbaud Sphere Online Database - Best Practices 09/30/2012 4:15 PM	Do you want to use your online database more effectively? This Learn Lab will help you identify data and transaction exceptions, create mission-driven queries and reports, take advantage of source codes, and manage bookkeeping tasks more efficiently.	1. Identify data and transaction exceptions 2. Create meaningful queries and reports 3. Define source codes 4. Manage back-end bookkeeping tasks	Beginner	Wil Alveno, Senior Educational Consultant, Blackbaud
Learn Lab	Communicating at a Higher Level with Blackbaud Sphere 10/01/2012 2:15 PM	Have you been using Blackbaud Sphere but want to take your communications to the next level? This Learn Lab will help you segment recipients more effectively, create interactive emails that improve the results of your cultivation efforts, and manage communications more efficiently.	1. Apply advanced database features to group recipients 2. Create interactive email content 3. Manage the email delivery and reporting cycle	Advanced	Wil Alveno, Senior Educational Consultant, Blackbaud
Learn Lab	Convio Web Services (CWS): Intro & Troubleshooting 10/02/2012 9:30 AM	Attendees will learn how to configure and use Convio Web Services (CWS).	Participants will learn how to avoid common pitfalls and troubleshoot errors.	Intermediate	Jeffrey Kingsland, Client Support Engineer, Blackbaud
Learn Lab	Creating Email Communications with Purpose in Blackbaud NetCommunity 10/02/2012 9:30 AM	Make sure you aren't one of those organizations that sends tons of email with no real purpose or results. This Learn Lab will help you create email messages that generate commitment from recipients, customize email with variable content, and more.	1. Create email messages to generate commitment from recipients 2. Customize and personalize email messages with variable content 3. Identify the Do"s and Don’ts of image and table formatting	Beginner	Wil Alveno, Senior Educational Consultant, Blackbaud
Learn Lab	Data Sync − Luminate Integration Sync and The Raiser's Edge Sync 10/02/2012 11:00 AM	Participants will get a refresher on what syncs with The Raiser's Edge. They'll also be exposed to the possibilities of what can sync across Luminate Integration.	Attendees will learn how it works and what data flows in both types of syncs	Beginner	Jonathan Culling, Client Support Engineer, Blackbaud Rachel Montgomery, Manager, Client Support, Blackbaud
Learn Lab	Easily Segmenting Year-End Appeals by Constituent Groups in The Raiser's Edge 10/01/2012 2:15 PM	Do you spend time examining labels to ensure a constituent doesn't receive multiple copies of the same mailing? Do you spend hours scrolling through spreadsheets to ensure that each record is listed only once after exporting several lists? Learn how to use the Segment functionality available in Mail to de-dupe your groups and save lots of time.	1. State the purpose of the Segment tab in mail files 2. Create a segmented mail template for multiple constituent groups 3. Automatically add an appeal to constituent records	Intermediate	Chelsea DeRoche, Senior Educational Consultant, Blackbaud
Learn Lab	Importing a File of Existing and New Constituents into The Raiser's Edge 10/02/2012 9:30 AM	Want to get data from an outside source into The Raiser's Edge? Learn how to use Import to update existing constituent records and add new constituent records at the same time. Plus, you will see how to organize basic biographical information into columns and compare data files to existing Raiser’s Edge data using VLOOKUP	1. Organize basic biographical information into columns in the data file 2. Use VLOOKUP to compare data file to existing Raiser’s Edge data 3. Complete data file setup 4. Import the file	Advanced	Ben Wright, Educational Consultant, Blackbaud
Learn Lab	Importing a File of Existing and New Constituents into The Raiser's Edge 10/01/2012 8:15 AM	Want to get data from an outside source into The Raiser's Edge? Learn how to use Import to update existing constituent records and add new constituent records at the same time. Plus, you will see how to organize basic biographical information into columns and compare data files to existing Raiser’s Edge data using VLOOKUP	1. Organize basic biographical information into columns in the data file 2. Use VLOOKUP to compare data file to existing Raiser’s Edge data 3. Complete data file setup 4. Import the file	Advanced	Ben Wright, Educational Consultant, Blackbaud
Learn Lab	Importing Journal Entries and Budgets in The Financial Edge 10/01/2012 2:15 PM	Need help streamlining journal entries and budget in the General Ledger? Learn how to create manual entries and budgets by importing information from Microsoft® Excel files. You will find out how to identify setup options for Import and create parameter files to use in any journal entry.	1. Identify setup options for Import 2. Evaluate sample Microsoft® Excel files for importing Journal Entry and Fiscal Year Account Budgets 3. Create import parameter files for use in any Journal Entry batch or Budget Scenario	Intermediate	Chuck Hays, Principal Educational Consultant, Blackbaud
Learn Lab	Introduction and Troubleshooting CMS − Resources & Overview 09/30/2012 4:15 PM	Attend this session to learn the basics of administrating your CMS platform, including permissions, settings and hierarchy. Attendees interested in Luminate CMS, have recently purchased, or are new in the role at their organization as the CMS administrator would benefit from taking this class.	Attendees will learn how to set up their CMS for success and avoid common pitfalls.	Beginner	Allison King, Education Specialist, Blackbaud John Miller, Senior Client Support Engineer, Blackbaud
Learn Lab	Introduction to the Giving Score in The Raiser's Edge 10/01/2012 8:15 AM	The Giving Score is a financial demographics tool included in The Raiser's Edge 7.92. This Learn Lab shows you how the Giving Score helps you identify your best supporters and how you can update, evaluate, and monitor Giving Score data.	1. Identify the segmentation groups in the Giving Score 2. View and update Giving Score ratings 3. Use Giving Score data in Reports, Dashboard, and Query	Beginner	Chelsea DeRoche, Senior Educational Consultant, Blackbaud
Learn Lab	Launch your Mission with Events in Blackbaud NetCommunity 10/01/2012 8:15 AM	Want to let attendees sign up for events online but not sure how to do it? This Learn Lab helps you to create event pages, evaluate your events process, and apply a follow-up plan to meet your event goals.	1. Create event pages 2. Identify add-on functionality for event pages 3. Manage changes during the event cycle 4. Identify a follow-up plan for events		Wil Alveno, Senior Educational Consultant, Blackbaud
Learn Lab	Mail Merge Magic - Process Acknowledgement Letters with Just One Click in The Raiser's Edge 10/01/2012 10:00 AM	Do you wish you could quickly and easily process hundreds of acknowledgement letters with one simple click? Learn how to streamline gift acknowledgments to the point where a single click can print multiple letter types!	1. Identify setup requirements for using multiple letter templates 2. Create a Donor Acknowledgement Letter parameter file using two sample templates 3. Create Favorites to automatically process acknowledgements	Beginner	Ben Wright, Educational Consultant, Blackbaud
Learn Lab	Mailing to the Correct Contact People in The Raiser's Edge 10/02/2012 11:00 AM	Do you have organizations with several contacts? Is it a struggle to make sure that you pick the right recipients for each mailing? Are you concerned that you select the wrong contacts in Export? This Learn Lab will help you ensure you send mail to the right people.	1. Correctly set up contact relationships 2. Describe how to use contact types in conjunction with contact address attributes 3. Identify the steps to select the correct contacts in Mail and Export	Intermediate	Chelsea DeRoche, Senior Educational Consultant, Blackbaud
Learn Lab	Managing Cons360 09/30/2012 2:30 PM	This session will discuss managing duplicates, identifying problematic data, and managing and removing records.	Attendees will be given an overview of Constituent360 and a review of the tools available to them to promote data hygiene.	Intermediate	Jeffrey Kingsland, Client Support Engineer, Blackbaud Allison King, Education Specialist, Blackbaud
Learn Lab	Queries, Queries, and More Queries in eTapestry 10/02/2012 11:00 AM	Ready to take your knowledge of Query up a notch? This Learn Lab will help you segment your database for use in many different areas of the program. Through real-life examples and hands-on experience, attendees will gain an understanding of Queries and their purpose in the database.	1. Describe the components of a query 2. Identify the different types of queries 3. Explain the difference between queries and reports 4. Create queries	Intermediate	Kimberly Hammer, Product Support Lead, Blackbaud Pam Dechert, Consultant, Blackbaud
Learn Lab	Queries, Queries, and More Queries in eTapestry 10/01/2012 10:00 AM	Ready to take your knowledge of Query up a notch? This Learn Lab will help you segment your database for use in many different areas of the program. Through real-life examples and hands-on experience, attendees will gain an understanding of Queries and their purpose in the database.	1. Describe the components of a query 2. Identify the different types of queries 3. Explain the difference between queries and reports 4. Create queries	Intermediate	Pam Dechert, Consultant, Blackbaud Kimberly Hammer, Product Support Lead, Blackbaud
Learn Lab	Ready, Set, Query - Introduction to Query in Blackbaud CRM 09/30/2012 4:15 PM	Do you think querying is just for users with a Ph.D. in Blackbaud CRM? It"s time to learn how user-friendly this very powerful tool can be! This Learn Lab will cover the basics of what a query is, what query types are available, how to create a query, and how queries are used throughout Blackbaud CRM.	1. Identify the purpose and components of a query 2. Create a query 3. Convert an ad hoc query into a smart query or data list	Beginner	Kate Butler, Senior Educational Consultant, Blackbaud
Learn Lab	Subledger Reconciliation in The Financial Edge (AP, AR, and SB) 09/30/2012 4:15 PM	How do you verify that your sub-ledger balances always match corresponding GL account balances? How can you ensure they stay in balance? Learn how to use the appropriate reconciliation reports and business rules to keep the system in balance.	Identify business rules used to prevent inappropriate system changes and postings; Create the correct reconciliation reports to use in each sub-ledger; Discuss common problems and identify solutions	Beginner	Chuck Hays, Principal Educational Consultant, Blackbaud
Learn Lab	TeamRaiser − Advanced Options 10/01/2012 2:15 PM	Attend this Learn Lab to learn how to avoid pitfalls and successfully manage your TeamRaiser event.	Participants will learn how best to configure their events and how to manage them once they are live to avoid participant and donation interruption.	Advanced	Jeffrey Kingsland, Client Support Engineer, Blackbaud
Learn Lab	Top Five Time-Savers in The Education Edge 10/01/2012 8:15 AM	Save 30+ hours per year by using the time-savers reviewed in this Learn Lab. You'll learn to use less time searching for files, view application or enrollment counts at a glance, search for current applicants or students with one click, and monitor real-time information in pages you design.	1. Identify user options for startup, records, queries, and file locations 2. Create functional favorites, favorites folders, and links to existing files 3. Generate statistical reports for current status, current grade, and ethnicity 4. Add queries to group current applicants and current students 5. Create dashboards to display demographics, status pipeline, recent infractions, and one query	Intermediate	Chuck Hays, Principal Educational Consultant, Blackbaud
Learn Lab	Top Five Time-Savers in The Financial Edge 09/30/2012 2:30 PM	Save 30+ hours per year by using the time-savers reviewed in this Learn Lab. You'll learn how to use less time searching for files, view financials at a glance, search only for your current vendors or students with one click, and monitor real-time information in pages you design.	1. Identify user options for startup, records, queries, and file locations 2. Create functional favorites, favorites folders, and links to existing files 3. Generate a Pre-Check Report in Accounts Payable 4. Add queries for active vendors in Accounts Payable and current students in Student Billing 5. Create dashboards for balance sheet, income statement, project tracking, aged Accounts Payable, and aged Student Billing	Beginner	Chelsea DeRoche, Senior Educational Consultant, Blackbaud
Learn Lab	Top Five Time-Savers in The Raiser's Edge 09/30/2012 2:30 PM	Save 30+ hours per year by using the time-savers reviewed in this Learn Lab. You'll learn how to use less time searching for files, view reports at a glance, search only for your active constituents or just individuals with one click, and monitor real-time information in pages you design.	1. Identify user options for startup, records, queries, and file locations 2. Create functional favorites, favorites folders, and links to existing files 3. Generate demographic and statistical reports 4. Add a standard query for active constituents 5. Create ad hoc queries for specific groups 6. Create dashboards for gifts, giving scores, constituents, and actions	Beginner	Ben Wright, Educational Consultant, Blackbaud
Learn Lab	Tracking Grants in The Financial Edge 10/02/2012 11:00 AM	Need more detailed information about grants but not sure how to get it? This Learn Lab shows you how to use transaction codes, grant records, and budget scenarios to track all aspects of grant activity.	1. Create transaction codes 2. Add grant budgets 3. Monitor grant activity with transaction reports and income statements	Intermediate	Chuck Hays, Principal Educational Consultant, Blackbaud
Learn Lab	Uh-Oh, What Happened?: Luminate Online Troubleshooting Tips and Tricks − Email & Deliverability 10/01/2012 10:00 AM	Hear from two of our support experts, who will teach you how to get the best results from your email.	Participants will have a better understanding of common problems related to email set up and deliverability.	Beginner	John Miller, Senior Client Support Engineer, Blackbaud Jonathan Culling, Client Support Engineer, Blackbaud
Learn Lab	Unlock the Power of ResearchPoint 10/01/2012 10:00 AM	Did you know that ResearchPoint can give you access to a six-degrees-of-separation list of who your donors know and how they know them? That you can map your multimillionaires in ResearchPoint and evaluate their property with satellite images? And there is no need to know their addresses − just plug the partial information you do know into our “cold” prospecting tool to search on real estate and business data! Leverage the full power of this warehouse of critical prospect data. Join us to find out the keys to these and other exciting ResearchPoint tools.	1. Find addresses for cold prospects using partial information 2. Identify connections between top prospects using the Extended Networks feature 3. Evaluate real estate holdings of top prospects using satellite images	Beginner	David Lamb, Senior Solutions Consultant, Blackbaud
Learn Lab	Ways to Give and Ways to Engage with Blackbaud NetCommunity 09/30/2012 2:30 PM	Do you want to identify tools that you can use to better engage your website visitors? This Learn Lab will help you to create donation pages for optimal data acquisition.	1. Create donation pages 2. Identify features for donation pages 3. Customize donation forms 4. Personalize acknowledgements and confirmations	Beginner	Wil Alveno, Senior Educational Consultant, Blackbaud
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Personal and Professional Development	10 Steps to Becoming a Better Presenter 10/01/2012 2:15 PM	Get ready for a lively session full of information you can use immediately. Many of us have a fear of public speaking, yet we all often present to donors, coworkers or companies. Blackbaud"s Train-the-Trainer trainer will walk you through tips and tricks so that you can become even better at presenting.	Become a better presenter	Beginner	Marc Van Baar, Educational Solution Manager, Blackbaud
Personal and Professional Development	Creating More Human Organizations 10/02/2012 11:00 AM	Building off the presenters' newly released book, this presentation will show how we are currently in the midst of two worlds colliding. On one hand, social media has grown by leaps and bounds, using innovation to outpace even the most successful companies, and even fueling democratic revolutions around the world. On the other hand, our organizations are still operating on “best practices” from the 19th century. Modeled after machines, organizations have become increasingly dysfunctional, struggling with the adoption of social media, let alone realizing its full potential. The path out of this dangerous intersection is to create organizations that are more human.	Attendees will learn how the four human elements of open, trustworthy, generative, and courageous not only were at the foundation of social media’s success but can also help us create organizations that can thrive in today’s economy.	Intermediate	Jamie Notter, Speaker/author/consultant, Infinite Speakers Agency
Personal and Professional Development	Trending in the DC Media: What are the Hot Topics the DC Press are Covering? 10/01/2012 10:00 AM	There is a fair amount happening in the nonprofit world in the Washington, DC area. But what are DC-based reporters writing about and why? This session will focus on what reporters in the DC area are interested in hearing about when it comes to covering nonprofits and philanthropy. Join leading reporters from the Washington Post, Washington Business Journal and other publications to find out what captures their attention and what doesn’t.		Intermediate	Karoline McLaughlin, Director of Corporate Communications, Blackbaud Janet Novack, Forbes Vanessa Small, The Washington Post Vandana Sinha, Washington Business Journal Brett Zongker, Associated Press
Personal and Professional Development	Effecting Change through Leadership and Communication 09/30/2012 2:30 PM	This session will include a facilitated panel presentation and discussion on key leadership inflection points that best engage, involve, and communicate with end users to drive adoption and full use of functionality. This product-agnostic session will feature both best practices from Blackbaud"s Adoption Readiness team as well as real life experiences from clients. Attendees will leave with an experiential framework for execution at their own organizations.		Beginner	Gilman Sullivan, Practice Manager, Change Management, Blackbaud
Personal and Professional Development	Engaging the Millennial Donor 09/30/2012 4:15 PM	When it comes to how they engage with social causes, Millennials (age 20-35) are using technology and peer engagement to ignite their passion. This session will focus on how Millennials support, share, evangelize, and recruit support for the social causes they care about. With research from more than 7,000 Millennials throughout the country, this session will give you the specific strategies and approaches for nonprofit organizations.	Understand the specific triggers to spark gifting and engagement from millennials.	Intermediate	Derrick Feldmann, CEO, Achieve
Personal and Professional Development	Getting the Researcher/Prospect Manager and Development Officer Working as a Team 10/01/2012 2:15 PM	In truly great development programs, the researcher/prospect manager and the development officer are a strong team: sharing information, acting in sync, and building strategies together. In this session, we’ll take a look at how to move from providing research on demand, to being a highly valuable partner in the process.			Bill Bartolini, Associate VP for Development, Schools & Units, The George Washington University Karen Greene, Associate Vice President for Development, The George Washington University
Personal and Professional Development	Giving USA: Trends for Fundraising Success 10/01/2012 8:15 AM	In this insider’s look into the state of Philanthropy nationally, Keith Curtis, president of The Curtis Group, and Tom Mesaros, president of The Alford Group, will present the results of Giving USA 2012, a publication of the Giving USA Foundation™, which was researched and written by the Center on Philanthropy at Indiana University. Not only are both presenters" firms members of the Giving Institute, an organization dedicated to promoting philanthropy and the professionalism of the field of development, but each serves on the board of the Giving Institute and Giving USA, as well. This workshop will discuss current trends on giving to help development professionals access and enhance their organization’s fundraising performance, remain a philanthropic priority, and continue meeting their fundraising goals in today’s unique economy.	Review of Giving USA results (current philanthropic trends and statistics) The importance of individual giving and major gifts Tips to remain a philanthropic priority with donors	Intermediate	Keith Curtis, President, The Curtis Group Thomas Mesaros, President & CEO, The Alford Group
Personal and Professional Development	It’s All About Relationships (Putting Stewardship & Relevancy Back into the Budget) 10/01/2012 10:00 AM	If as much time, energy, and money were put into developing meaningful communication and stewardship for donors on how their gifts make a difference, a lot less time, energy, and money would be needed for solicitation! Often, we do not think of how gift reporting is (or should be) strategic. Instead we should begin with the end in mind, focused on where we want donors to go, how we want them to feel, what kind of relationship we want them to have, and what kind of conversation we are really trying to start − the sort that lasts a lifetime! In this session, participants will be led through the mental progression of understanding how they can approach their work differently and create powerful donor relationships in the process simply by leveraging new media and technology to become more relevant.	1.Overview the typical types of “reporting” on how gifts are used and the traditional communication channels leveraged − one way communication	Intermediate	Allison Lewis Lodhi, CFRE Vice President Consulting, Pursuant Ketchum
Personal and Professional Development	More than Demographics: Recording and Accessing Donor Motivation and Decision Attributes 10/01/2012 10:00 AM	Knowledge is power and how we harness knowledge to understand why donors give makes it even more powerful. Contact reports, interests, philanthropy, relationships, and affinities are elements at your disposal in understanding donor motivations. These are in your donor database and are waiting to be harnessed so that you can benefit from all it has to offer. Learn how to bring this information together so that you can unleash its power.			Bill Bartolini, Associate VP for Development, Schools & Units, The George Washington University Karen Greene, Associate Vice President for Development, The George Washington University
Personal and Professional Development	The Psychology of Giving 10/01/2012 8:15 AM	Development officers are always looking for the silver bullet phrases − those golden words that will entice a donor to make that big gift. But as a researcher or prospect manager, you can help your development officer build success by understanding donors' values and their decision-making process. This session will look at the predispositions, motivations, and decision-making processes for donors − information you might find you can use with your boss or family.			Bill Bartolini, Associate VP for Development, Schools & Units, The George Washington University Karen Greene, Associate Vice President for Development, The George Washington University
Personal and Professional Development	Who's Your BFF? Building Lasting Relationships with Grant Makers 10/02/2012 9:30 AM	What separates the nonprofits that win grants from those that don’t? Cultivation − active, participatory, and systematic cultivation. How do they do it? They work at it in person, by phone, and online via social media. And you can, too. Through this interactive training session, learn the roles and responsibilities of executive leadership, how to identify "best matches" with appropriate grant makers, make cold calls, use communication techniques for cultivation, host effective onsite visits, submit compelling proposals, deal with rejection, steward grant awards, and nurture long-term relationships with grant-makers. Using multiple cultivation techniques − especially new technologies − will help you win more grants to support your charitable work.	Define the steps to building lasting relationships with grant makers	Intermediate	Heather Stombaugh, Principal Consultant, JustWrite Solutions Matthew Stombaugh, Grants Project Manager, JustWrite Solutions

September 30-October 2nd
Gaylord Hotel, National Harbor, MD

The 2012 BBCON breakout session information below will be updated weekly, and is subject to change. Please bookmark this page for your convenience. Session dates, times and locations will be added in mid-July.

2012 Blackbaud Conference for Nonprofits

September 30-October 2nd Gaylord Hotel, National Harbor, MD

The 2012 BBCON breakout session information below will be updated weekly, and is subject to change. Please bookmark this page for your convenience. Session dates, times and locations will be added in mid-July.

2012 Blackbaud Conference for Nonprofits

September 30-October 2nd
Gaylord Hotel, National Harbor, MD