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Breakout 1E: The Value of Visualization: Transformational Change Through Dashboards and Analytics | Salon C-6, LL
Are you struggling to monitor performance against key indicators, assess progress to date, identify opportunities for growth, and make better-informed decisions? Join us for this interactive session describing how to develop a business intelligence culture at your organization, resulting in an amazing set of visualization tools that will transform your operations. Drawing from the George Washington University's experience, we'll walk through how we determined what metrics really mattered, methods used to wrangle data, deployment of a business intelligence architecture, and how we created a stunning set of visualizations, including interactive dashboards that facilitate our leadership meetings via screen share in Zoom and Microsoft Teams. At GW, we made full use of Power BI and Ellucian Advance, creating direct linkages that enable officers to click on a Power BI report and call up a record seamlessly, but the lessons described in this session will apply to any CRM or reporting tool.
 Sylvia Galen is the Assistant Vice President of Advancement Systems and Analytics at the George Washington University where she is responsible for reporting and analytics, project management, technical support, as well as system implementations and conversions for development and alumni relations. Sylvia came to GW from The Nature Conservancy where she served in a variety of positions from 1999 to 2012. She has advancement services experience in many areas, including prospect research and management, and training.
 Nadine Francis is the Founder and Principal of Betterverse Consulting, a firm dedicated to working with educational institutions, hospital foundations and other non-profits to develop Power BI, QlikView, Tableau and Cognos dashboards and reports; streamline business processes; improve data integrity; and select and implement technological tools designed to meet organizations’ growing needs.
Breakout 2E: Configuring your CRM to Enable Accessible Outreach and Engagement | Salon C-5, LL
Often organizations talk about accessibility testing on websites. It's a valuable part of launching a redesigned experience; however, most organizations generate content across more than just a website, including social media, email marketing, and advertising. Through the use of nonprofit case studies and data visualizations, we'll dive into how to make marketing and communications workflows accessible to all audiences. We'll also share a model for equity & inclusion in outreach to begin the journey to expand your impact.
 Jamie Mueller's mission can be summed up in two words: Impact and Partnership. Her work has centered around building and scaling social impact and revenue-generating programs in the nonprofit and social tech industries. From advocating on Capitol Hill for suicide prevention and mental health parity funding to working with 1300 United Ways to create a common set of impact performance standards, Jamie focused on data, partnerships, and community impact throughout her nonprofit career. During her time at companies like Change.org, Blackbaud, and Bonterra (EveryAction), Jamie built revenue-generating partnerships and collaborated with local and national organizations to bring innovative technology to nonprofits such as Share Our Strength, Greenpeace International, AARP, and many more. Jamie enjoys knitting, dying yarn, crafting with her kids, bike riding, and having random adventures in her spare time. She loves animals and is currently looking to add two new rescues to her domestic pet farm. She volunteers for the Co-Op grocery store in her Virginia town and is a staunch advocate for women’s rights and mental health care reform. Jamie has her Graduate Degree in Macro Social Work from George Mason University and enjoys learning about social good tech, sociology, psychology, and personal growth approaches and theories.
 They say those who cannot remember the past are condemned to repeat it, which is why Nate Parsons is an avid student of history. He’s been a student of a fair number of other things as well, from Physics to Political Science. Starting out as a programmer during the first dot.com boom, Nate’s learned a lot of evergreen lessons of internet development as a programmer, systems administrator and head of technology at several companies. Never content to focus on one field, he’s delved into the user experience, design, content strategy, and developed strategic and business process improvement plans for organizations. Nate’s wide-ranging professional experience has included designing large scale web platforms for national clients such as the island of Curacao, Hyatt, and developing custom booking engines for Micros E-commerce. He’s led the development of enterprise websites for national non-profits such as the Human Rights Campaign, and The Open Societies Foundation. He has designed publishing platforms for the Associated Press and Thomson Reuters and also the state of Georgia. He’s consulted for both the US Senate’s Sergeant at Arms and the House of Representative’s Chief Administrative Officer. Nate has also consulted for the United Nations Office for the Coordination of Humanitarian Affairs, helping them develop and execute a 3-year technical roadmap and modernization effort, as well as consulting with Twitter on the development of a custom CMS platform.
Jeremy Roethel is a consummate dot connector and purveyor of possibility who strives to be a canvas for mission driven teams solving wicked hard problems. En route to becoming a quantitative portfolio manager, he channeled his inner geek to progressively create novel and scalable global investment solutions for his teams to manage billions of dollars. Seeking new challenges and better value alignment, Jeremy dove into the world of transformational leadership and became a coach, mainly supporting the growth of visionary nature-focused leaders and non-profit networks. Now working in advancement in higher education, he enables the evolution of systems, strategy, and team culture by focusing on staff empowerment and partnerships, and by leading future-based collaborations to generate better solutions for today. Jeremy is a certified ontological coach, systemic team coach, and yoga instructor. He has designed hammocks for kids that become butterflies and dragons, dabbled with AI to create the ultimate yoga playlist, and he aspires to one day become a professional disc golfer and thru-hike the Appalachian Trail.
Breakout 3E: Post Affirmative Action Outreach Strategies at UC Berkeley | Salon C-1, LL
 Rhonda Kinard (she/her) has worked in higher education for 14 years. She joined the Alumni Relations team at UC Berkeley in 2021 as the Associate Director of Alumni Engagement Programs where she partners with units campus wide to engage historically marginalized alumni communities with the institution, each other, and students who hold similar identities. Rhonda believes that storytelling is one of the most powerful tools the advancement community has at its disposal, and using data-informed storytelling to bring resources to historically marginalized communities is one of her passions.
Breakout 4E: Automating Everything But the Kitchen Sink: Utilizing Systems at Hand To Automate Incoming Gift Notifications and Gift Booking Forms | Salon C-4, LL
Creating a Gift Notification feature inside of Blackbaud CRM that Gift Officers can use to inform Gift Services about expected gifts (checks, wires/ach, stock, etc) rather than sending an email to one member of the team. Also utilized Atlassian JIRA to create a digital booking/transmittal form for gifts that Gift Services initiates and Development Assistants review and approve.
 Karen Melo, Gift Processing Manager at Boston Children's Hospital Trust with 4 years of service at Boston Children's Hospital. In this role, I manage a team of gift processors. My area of expertise stems from many years of managing a family business where I was responsible for overall operation, daily deposits and accounts receivable. Upon my family’s retirement, this invaluable experience led me to retail banking. In my last role in the banking industry, I managed a branch for a local bank. I’ve had many high achievements while working in the industry but one I have always prided myself with is in creating efficiencies and processes. Coming into this role at Boston Children's Hospital, I quickly realized that I can put my expertise and passion in creating some efficiencies with the daily tasks among the processing team. With an amazing team supporting my vision, we were able to create both a booking/ticketing system and a payment tracker. Both of these processes have led to Trust wide use and continued communication across our enterprise.
 Alayna Brinkley has 17 years in Gift Services holding positions at the Museum of Fine Arts, Boston, Harvard University and currently as the Director, Gift Services at Boston Children’s Hospital. She holds a degree in English/Writing and an MBA from UMass Boston. Alayna has proficiency with varying Fundraising databases across the non-profit industry. She is currently focused on creating efficiencies in fundraising enterprises using technology, process reviews and process mapping.
Breakout 5E: A Model for Operational Excellence in Times of Growth and Change | Salon C-3, LL
Fundraising organizations play a critical role in our culture and the communities they serve, but they must be well-run and efficient to achieve their goals. If we're being honest, though, our organizations are often resource-poor, inefficient, and even behind the times. Building an effective organization through growth and change can be especially difficult. In this session, Jake Logan, VP for Advancement at UTEP, and Chelsea Lamego, previous AVP for Advancement Operations at UTEP, will discuss the innovative and analytical approach to organizational change that helped them garner the support of stakeholders across their organizations and exceed expectations along the way. Jake & Chelsea will share real-life experiences you can apply to fundraising operations in any nonprofit organization on its path to success. They will discuss actionable methods to help you be more strategic, allocate your resources more effectively, and ultimately significantly impact the people you serve.
 Chelsea Lamego is the Co-Founder and CEO of FundMiner. FundMiner simplifies fund management and automates gift administration for fundraising organizations. Chelsea was previously the Assistant Vice President for Advancement Operations at The University of Texas at El Paso (UTEP), where she oversaw several operations units within the Institutional Advancement Division. During her time at UTEP, she pioneered the creation of a Gift and Endowment Management System, which won a CASE Grand Gold Award for the University in 2020 and was later the basis for FundMiner. Chelsea graduated from The University of Texas at El Paso, where she received a Bachelor’s and Master’s degree in Business Administration. Before joining UTEP, Chelsea was the Executive Director of the El Paso Opera, where she now serves as President of the Board of Trustees. In the past, Chelsea has worked in the fields of real estate property management and restaurant operations.
 Jake Logan, vice president for Institutional Advancement at UTEP, leads the teams in the areas of development, advancement services, and alumni engagement. He has more than 20 years of experience in non-profit fundraising, with more than 15 of those in higher education. Most recently, he served as president of the Ball State University Foundation and vice president for University Advancement, where he provided strategy and guidance for development, advancement services, alumni engagement, and the BSU Foundation, including managing the institution's endowment. Jake also served as assistant vice chancellor for University Programs at the University of Missouri, where he managed most of the university’s central fundraising functions, as well as the endowments team. Other previous roles included executive director of development at the University of Oregon School of Law, and work as a development officer for his alma mater, the University of Florida, in the College of Agriculture and the College of Engineering. Jake began his career in philanthropy with the American Heart Association, earning national recognition for his pioneering work in online fundraising strategies. He ultimately became vice president for Field Development before leaving for academic advancement. He holds a Bachelor of Science in Public Relations from the University of Florida and a Master of Nonprofit Management from the University of Oregon.
Breakout 6E: HELP! Will Artificial Intelligence Take My Job? | Salon C-2, LL
 Don’t panic. As intelligent and capable as these tools seem, they won’t eliminate all our jobs anytime soon. That said, it pays to learn enough about AI to discover ways embracing this technology can make your job better and help you do more. Think about all the activities you do that keep you from what your primary focus should be. Now imagine not having to do them anymore. Together we’ll take a look at the history of innovation in our space, from yesterday’s indispensable rolodexes to today’s sophisticated CRMs. You’ll leave with a better understanding of how strategic embrace of this next chapter, full of AI powered tools, can help you achieve more of your mission goals faster.
Since 1998, Adriene Chisolm has helped nonprofit and educational organizations use analytics and data intelligence to make data-driven decisions and to fundraise more strategically. As Senior Manager, Analytics Consulting at Blackbaud, she leads a strong team of industry experts responsible for analytics consulting, fundraising and campaign strategy, data enrichment services, and integrations. Prior to joining Blackbaud, Adriene worked as a counselor for Carolina Youth Development Center in their independent living program. A College of Charleston graduate, Adriene has a degree in Sociology.
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