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The Raiser's Edge Advanced Sessions 
| Beyond the Basics: Advanced Importing in The Raiser's Edge |
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Tiffany Elser, Enterprise Senior Solutions Engineer, Blackbaud, Inc.
Ready to move beyond basic imports? This session dives into the importing process on a more advanced level. We will import addresses with multiple phone numbers and take a look at how to use Import for data cleanup. Valuable tips will be given for preparing and creating import files outside The Raiser’s Edge. Last but definitely not least, Tiffany will cover time-saving steps and importing landmines to avoid so you can start importing with confidence at your organization! |
| New Users, New Processes, New Software? A Methodology for Successfully Implementing Change |
Ann Edmonds, Vice President, Information Technology, YMCA of Greater Toronto
Kevin Kreamer, Account Manager, Nationals Sales, Blackbaud, Inc.
Description coming soon. |
| Creative Querying in The Raiser's Edge |
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Tiffany Elser, Enterprise Solutions Engineer, Blackbaud, Inc.
Marc Van Baar, Enterprise Training Manager, Blackbaud, Inc.
Is Query a mystery to you or are you ready to move beyond creating simple queries? It's time for you to learn about the true power of Query! After attending this session, you will be well on your way to becoming the Query guru at the office. You will discover the power of unusual operators, such as Blank, Like, and Ask. You will gain an accurate understanding of when to query and when not to query, using output queries, and merging queries. You don’t want to miss this popular session! |
| Preparing The Raiser's Edge for the Internet Age |
Molly Maple, Solutions Engineer, Blackbaud, Inc.
As the Internet becomes more and more important in your strategic and stewardship initiatives, constituent and board expectations for your technology are growing. Is your database ready and able to manage the load? In this session, you will learn how to audit your data and prepare The Raiser's Edge to help you and what you should expect from "integrated" website systems. |
| Rescue My Database! |
Michael Bittel, Raiser's Edge Manager, Brookfield Zoo
Your database is the lifeblood of your organization. What happens when your database is full of information that has been entered in different ways by multiple users? In this session, Michael Bittel will discuss strategies, dispel myths, and supply numerous tips on cleaning up your database so that it can used as effectively as possible. Through real-world examples of his ongoing database clean up, Michael will weave those processes into the story of his current database cleanup project, and particular emphasis will be on time management techniques and prioritization. |
| Solid State Crystal: Advanced Crystal Reporting |
Drew Allen, Lead Data Analyst, Children's Hospital of Philadelphia
The purpose of this session is to show advanced techniques in Crystal Reports®. Techniques used will include formulas, null values, and running totals. The primary example is a complex fiscal YTD comparison. This presentation will present examples in both Crystal XI and Crystal 8.5 with a slight emphasis on Crystal XI. |
| The Raiser's Edge: Stabilization and Optimization |
Daniel Barney, Consultant, Barney & Associates Consulting Services
Too often, databases become convoluted through years of inconsistent use by organizations as a result of staff turnover and changing internal/external environments. This presentation discusses a systematic approach to stabilizing and optimizing the use of The Raiser's Edge in an effort to capitalize on this valuable and powerful asset. The goal is to create a system that addresses the true needs of the organization within the context of a sound and scalable database. It is from this position of strength that staff members can begin to move from being simple users to becoming experts. |
| Integrating The Raiser's Edge and The Financial Edge |
Sean Seabrook, Specialist, Make-A-Wish Foundation of America
Sean Seabrook joined the Make-A-Wish Foundation to work with their chapters across the country to implement The Raiser's Edge, The Financial Edge, and the custom Make-A-Wish module, leading each chapter through the conversion process to a successful implementation of Blackbaud's products. In his previous role at Blackbaud, Sean served as the product release lead for the Raiser's Edge and Financial Edge products. In this role, he managed Blackbaud's beta testing of the software and its release process. Sean has worked in customer support on the Advantage Priority team, providing technical support for The Raiser's Edge and The Financial Edge. He has also served as an instructor for both of these products. His background in customer support and training have given Sean extensive experience with the integration between these two products. Sean joined Blackbaud shortly after graduating from the College of Charleston in South Carolina. |
| The Raiser's Edge and the Generational Divide |
Samuel Locke, Manager, Funds Development Services, Presbyterian Church USA
Much research has been presented in both the academic world and popular media regarding the personality and behavioral differences between generations — Baby Boomers, Generation X, Millennials, etc. Samuel Locke will present some facts about these differences as they apply to the nonprofit industry and discuss some of the tools The Raiser's Edge offers in planning for and managing the divide, such as demographic and statistical reports, appeals and packages, and relationship management. |
| Prospect Management and The Raiser's Edge |
Graham Getty, Director of Development Information Systems, St. Albans School
The last prospect management presentation you'll ever need...Finally, a meaningful presentation on how to maximize Raiser's Edge functionality for managing staff, volunteers, and prospects during a capital campaign. The session will include terms, definitions, and live demonstrations. |
| Demonstrate Your Effectiveness: Optimizing Campaigns, Funds, and Appeals |
Darci Bryan, Nonprofit Technology Consultant, Query Consulting
Julie Gonzalez, Consulting Project Coordinator, Blackbaud, Inc.
Do you know that the way in which you structure your campaigns, funds, and appeals can save your organization time and money? An organized campaign hierarchy can optimize fundraising efforts and streamline resources by identifying cost-effective appeals, focusing solicitors' efforts, and automating data entry. In this session, we will explore how campaign hierarchies, current and future campaign analysis, and roll-up reporting will assist in demonstrating your department's effectiveness and designing an effective campaign that matches how your organization raises money. |
| PCI — Technical Impact of the Blackbaud Payment Service |
Jake Marcinko, Manager, Information Security, Blackbaud, Inc.
Larry Mishkin, System Architect, Blackbaud, Inc.
Join Information Security Manager Jake Marcinko and System Architect Larry Mishkin for an in-depth view of the technical approach Blackbaud has employed to ensure PA-DSS compliance and to help you become PCI-DSS compliant. This session will disclose the technical aspects of application changes and the Blackbaud Payment Processing Service; a software service developed to manage credit card data from Blackbaud applications in a single, secure, online, and PCI-compliant system. |
| Custom Reporting On-Demand: Advanced Pivot Reports |
Molly Maple, Solutions Engineer, Blackbaud, Inc.
Description coming soon |
| Moves Management in The Raiser's Edge |
Jennifer Paquette, Consultant, Blackbaud, Inc.
Jenny Cooke, Consultant, Blackbaud, Inc.
Do you visit prospects, craft proposals, solicit individuals or organizations for donations, and cultivate and steward donors? The actions you take to bring in donors, forge relationships, and keep the contributions coming are known as moves, and "moves management" is the system of policies and procedures that guides these actions. Also known as "prospect pipeline management," this process moves prospects through successive pipelines including identification, qualification, cultivation, final preparation, solicitation, and stewardship — always with the intent of progressively converting prospects into donors while predicting future gifts. While commonly employed within universities and other large-scale advancement operations, moves management is easily scalable so as to be effective for smaller shops, as well. Being able to accurately forecast gift income from prospects and evaluate staff performance enhances your overall fundraising program while helping you raise more money. Implementing an effective moves management strategy today will yield results for your organization for years to come. This lesson will focus on the Prospect tab, which is available to Raiser’s Edge users that have the optional module RE:Search. |
More sessions coming soon! |
