- Technology Driven: improve data capture, automate DIY & max digital opportunity
Vancouver General Hospital Paetzold Auditorium - 1st Floor Jim Pattison Pavillion
Our next session is a fantastic combination of local fundraising talent co-presenting with BC Blackbaud User Group's newest sponsor, hjc's Michael Johnston. Really hope you can spend the morning with us on Monday, June 25th, 2018! Schedule 8:30am-9:00 am Meet and Greet with coffee and pastries, courtesy of hjc 9:00am-9:15am What's the technology driven nonprofit look like in 2049? How new research can tell us how to plan for the future - now. 9:15am-10:15am Every good conversation starts with good listening. A hands on session on how to better plan for, execute, and evaluate the effectiveness of capturing more personal supporter data and using it in a way that leverages more effective use of marketing automation, personalization and segmentation. Presenters: Kate Foote, BC Cancer Foundation 10:15am-11:15am "The Age of Automation is going to be the Age of Do It Yourself" Marshall Mcluhan An interactive session on how to create Do It Yourself fundraising opportunities for all generations of supporters to find new supporters and deepen relationships with existing ones. Presenters: Michelle Sweeney, Leukemia Lymphoma Society of Canada 11:15am-12:15pm Turning peak publicity into digital revenue - everyone will get their 15 minutes of fame - are you ready?! Is your organization fully maximizing digital opportunities when you find yourselves, or your cause, in the news? The BC SPCA will share case studies illustrating how an agile, multi-vehicle, mobile-first response to news stories can generate significant revenue, and also grow active email lists and be a significant source of new donors acquisition. Their publicity response strategy coordinates e-blasts, social, remarketing, traditional media outreach and even SMS, and illustrates many of the themes of the 2018 Digital Outlook Report. Presenters: Shoni Field and Charly Jarrett, BCSPCA 12:15pm onwards, informal socializing in the Lecture Theatre About Mike Johnston Mike has been a fundraiser for 30 years, and has worked with 100’s of social impact and charitable organizations in Canada, the U.S., Europe, Latin America, and Asia Pacific. Mike is an expert in fundraising innovation and integrated fundraising – especially in the use of digital technologies and their effective integration with traditional and new fundraising methods. He had a hand in creating some of the first digital fundraising tools and campaigns in the late 1990’s. He is the author of two books: The Fund Raiser's Guide to the Internet and The Nonprofit Guide to the Internet and the editor of two books: Internet Strategies: Best Practices for Marketing, and Direct Response Fund Raising: Mastering New Trends for Results. Mike is also a contributor to numerous books and magazines. Mike was a founding Board Member of the Washington-based e-Philanthropy Foundation, and was its first chair of its Education Committee. In addition, Michael was the founding Foundation Chair for the first global charity online lottery, www.globelot.com. He has helped to found, and Chair, the industry leading Integrated Marketing Advisory Board, www.imabgroup.net – a collection of leading fundraising agencies and other related industry associations. He is a current board member of the global fundraising capacity building nonprofit, The Resource Alliance and was the first Chair for the Resource Alliance’s Fundraising Online web conference.
- A day of learning: Data Intelligence and Online Transaction Best Practices
We are pleased to welcome Omatic Software and iATS Payments to share expertise on Data Intelligence and Fraud Prevention. Bring your most challenging questions to a Wildcard Session with Cathy Michitsch & Sandy Fiddis. May 16th event is open to all non-profit organizations, as this learning opportunity goes far beyond Blackbaud products – please extend this widely among your non-profit peers & bring a guest! AGENDA 8:30 am Coffee Talk and Networking 9:00 am Welcome. Master of Ceremonies, Brian Dowling, SVP Finance & Information Systems, VGH & UBC Hospital Foundation 9:15 am to 10:15 Data Intelligence = Mission Possible, Bailey Benzlé, Principle Sales Strategist at Omatic Software Ever wonder how you can leverage data intelligence to enable greater outcome from your organization’s mission? Join us as we explore the oh-so-important journey from collection of data to its use within educated, efficient fundraising. 10:15 or 10:30 Break 10:30 am Don’t let the bad guys win! PCI Compliance & Fraud Prevention for Nonprofits, Andrew Mosawi, President of iATS Payments Are you trying to wrap your head around PCI security requirements, how to securely manage payment card data and what types of credit card fraud to watch out for? During this session you will learn more about the implications of PCI-DSS requirements, best practices around securely storing credit card data and how to put tools in place to prevent costly (and frustrating) credit card fraud at your organization. 11:30 am Wildcard Session – Try to stump local experts with your questions, Cathy Michitsch & Sandy Fiddis 12:30 pm to 1:30 pm Networking Lunch courtesy of iATS Payments 1:30 pm to 2:30 pm Breakout Sessions, deep dive into details a) ImportOmatic Connector for Luminate Online demo & RELO conversation b) Cathy Michitsch & iATS team – Payment processing questions & technology planning to accommodate recent Raiser’s Edge versions 7.95 / patch 3 and 7.96. How to implement these upgrades. Our Sponsors & Speakers Bailey Benzlé - Principle Sales Strategist, Omatic Software Bailey is the Principle Sales Strategist at Omatic Software, and a long-time member of the not-for-profit community. Starting as a Raiser’s Edge end user almost twenty-years ago, she went on to spend a near decade working for Blackbaud prior to her transition to Omatic. When Bailey is not using her experience to explore strategic solutions, she’s going on adventures with her precocious five-year old daughter, Murphy. Omatic Software (https://www.omaticsoftware.com/) - Beverage Sponsor Simply put, Omatic Software focuses on extending, automating, and integrating. Our goal is to help nonprofits better utilize resources by providing innovative tools to eliminate tiresome and manual processes, while creating automated and efficient workflows resulting in more time and cost savings. We understand nonprofits and work to make their jobs easier. In essence, we develop products to help put nonprofit's manual processes on auto-pilot, allowing them to keep costs low and focus on their mission. Andrew Mosawi - President of iATS Payments Andrew has over 15 years’ experience serving nonprofits around the world through technology and payments. He was instrumental in setting up the partner network at iATS, and helped grow the company to over 10,000 nonprofit clients and 100 partners globally. In addition to his experience at iATS, Andrew was Vice President of International Business Development at Blackbaud, where he led the company’s global expansion through targeted investment, strategic partnerships and acquisitions. Andrew is dedicated to serving nonprofits as a donor, volunteer and advisor. He sits on several nonprofit boards as well as being a trustee of a family foundation. iATS Payments (http://home.iatspayments.com/) - Lunch Sponsor iATS Payments is dedicated to the nonprofit sector. As the leading provider of credit card, direct debit and ACH processing services, we service over 10,000 nonprofit organizations around the globe with the most secure payment processing solutions. We pride ourselves in simplifying the payment process, regardless if you are a small or large organization. Your focus is donations and raising awareness for your cause. Our focus is providing payment solutions that make donations easy and worry-free, saving you time and money. iATS is proud to integrate with Blackbaud’s nonprofit products to accept donations online via credit card and direct debit, both in Canada and the United States. Cathy Michitsch - President & CEO, Senior Raiser’s Edge Consultant, Michitsch Systems Inc. (http://www.michitschsystems.com/) Cathy has been supporting non-profits in the Lower Mainland since 1992. Her expertise includes Raiser's Edge & Income Manager Fundraising Database Consulting, Crystal Reports Design & Development; Project Management for Fundraising Database Implementations, Data Conversions, training and she is a Blackbaud Certified Raiser's Edge Professional - bCRE(Professional). Sandy Fiddis – part time Data Control Specialist at Canadian Cancer Society, BC & Yukon & part time Consultant, Michitsch Systems Inc. Computer Systems professional with over 15 years experience administering Raiser’s Edge databases. Accustomed to providing timely, comprehensive reports and mailing lists; overseeing gift processing staff; liaising with accounting staff and supporting development staff as needed. Michitsch Systems (http://www.michitschsystems.com/) - Snack Sponsor
- Luminate Online Discussion Group - ask anything
- RE 7.95 upgrade and UGM Integrated Holiday Appeal case study
An opportunity to learn from the pros on November 1, 2016. Cathy Michitsch will share her experience with the update process to RE 7.95, providing key recommendations on what's required before and after. If your organization is considering making this move, please invite your colleagues. When we asked the question, who in town does the best Holiday Campaign? UGM was top of mind. Kim Harmsen has kindly offered to present a case study on what makes UGM holiday appeal unique. AGENDA for November 1, 2016 8:45 to 9:00 Networking with peers 9:00 am Welcome 9:10 am RE 7.95 update, Cathy Mitchitsch, Raiser's Edge expert 10:15 am Break 10:30 am UGM Holiday Mailing case study, Kim Harmsen, Development Manager, UGM *** Please note, due to strict food and drink restrictions in the Paetzold Auditorium there won't be coffee and breakfast at this event
- Luminate Online - Next Gen and a Recent Implementation Story
So the kids are back in school and your BC Blackbaud User Group Committee is working on a couple events. Our next session is on September 29, 2016 - featuring the Next generation of Luminate Online, with Lance Melton, representing Blackbaud's LO platform product development team... followed by End is in Sight, a recent LO implementation experience. AGENDA 8:30 am Networking 8:45 am Welcome 9:00 am Next Generation of Luminate Online via screenshare - Lance Melton, Next Gen Lead & Senior Product Manager, Blackbaud 10:00 am Break 10:30 am End is in Sight, a LO implementation experience - Nathania Lo, Senior Annual Giving Officer & Ian Knauer, Web Developer at VGH & UBC Hospital Foundation 11:15 am Q&A, group discussion Some background to the VGH & UBC Hospital Foundation Case Study: In September 2015, the Foundation embarked on a Luminate Online implementation with assistance from HJC New Media. The project was led by the Annual Giving Department, with significant contributions from Marketing and Information Systems teams. We are revisiting the implementation topic as many local users have developed expertise, but were not around or participating in the starting phase of LO at their organization. 13 months later, we have one live TeamRaiser using this platform with plans to migrate our general donation page and all independent community events over by year-end. If you'd like first-hand TeamRaiser experience... Our very first LIVE LO project is the Ismaili Walk (http://support.vghfoundation.ca/site/PageServer?pagename=ismailiwalk2016_about) event on September 18, 2016, benefiting VGH & UBC Hospital Foundation, supporting mental Health. Should a user experience pique your curiosity, feel free to check our colleague's personal page - Shirlyn's Ismaili Walk (http://support.vghfoundation.ca/site/TR/Walk/IsmailiWalk?px=1001582&pg=personal&fr_id=1060) Team page. UPCOMING... We are currently seeking a large venue for topics with potentially a wider appeal, Preview and Planning RE 7.95 upgrade & a Case Study on seasonal mailings - stay tuned for an invite when presenter & venue details are confirmed.
- Event Management in the Raiser's Edge
At our next session, we plan to cover Event Management in the Raiser's Edge. The first presentation will showcase how Signature Events and Independent Community events are handled at VGH & UBC Hospital Foundation, from overall Event record set-up with a focus on important things to track to guest list responses, attendees, donations, sponsorships & payments, gift summaries and expenses. We confirmed a second presenter, Steven Best brings years of Event Management experience to our group. He'll review Event Management techniques at the Vancouver Art Gallery. We realize a number of organizations are using 3rd party tools (instead of optional "RE Event Management module"), so please come prepared to discuss how your group manages ticketed and free events. AGENDA for July 6, 2016 8:30 to 9:00 Breakfast and Networking 9:00 am RE Events Management from a Healthcare perspective, Kevin Truong and Adrienne Moak, VGH & UBC Hospital Foundation 10:00 am Break 10:15 am Events Management from Arts perspective, Steven Best 11:00 am Discussion group around 3rd party event tools This event is taking place at a NEW venue, we are kindly hosted by the BC Cancer Foundation and BC Cancer Research Agency. Questions to reflect upon: 1. What type of follow-ups are recommended after events? 2. How do organizations track event attendees if they don’t have the Events module? 3. How successful has online event management been? Are you using external or internal tracking? Do you hire vendors or consultants to run events? 4. What are some key points to watch out for in targeting major donors and sponsors for events? 5. How does the attendee and gift information get uploaded into Raiser’s Edge?
- Tech for Good, Blackbaud is coming on May 24
Hello everyone, this morning our friends at Blackbaud Team Canada announced and opened registration for npCONNECT Vancouver. In case you missed it in your inbox, it came under the subject line Join a tech tour de force for good! (http://events.blackbaud.com/npconnectvancouver?mkt_tok=eyJpIjoiTW1JMFpqZzFaVGt5TmpJMCIsInQiOiJJdWpqYTZZblk0ZWQxZjRvQ0lOZU02UTZGMFBFXC9YV3dNajltXC9XR09xeFd6ZXhnb1lcL0c3c2h3VG1pM3JSaFBEN2d5SnQzb0pkbzFiSElJdEJCeHo5ZWJwNlhWN3BwalNqYWYydURDOG5zWT0ifQ%3D%3D) Better to receive the invitation twice. After submitting Meetup RSVP, it's wise to additionally register via Blackbaud's link (http://events.blackbaud.com/npconnectvancouver?mkt_tok=eyJpIjoiTW1JMFpqZzFaVGt5TmpJMCIsInQiOiJJdWpqYTZZblk0ZWQxZjRvQ0lOZU02UTZGMFBFXC9YV3dNajltXC9XR09xeFd6ZXhnb1lcL0c3c2h3VG1pM3JSaFBEN2d5SnQzb0pkbzFiSElJdEJCeHo5ZWJwNlhWN3BwalNqYWYydURDOG5zWT0ifQ%3D%3D) as their registration confirms your lunch preference. The day promises to be packed with networking & learning opportunities. Blackbaud has confirmed fabulous speakers to keep you entertained all day. Agenda 8:30 am Coffee Talk and Networking 9:00 am Welcome 9:30 am Live & Interactive: your website in focus, Rageel Gauba 10:45 am Break 11:00 am Mapping your Supporter Journey for future success in Fundraising, Mike Johnston 12:00 to 1:15 pm Networking Lunch - courtesy of Blackbaud 1:15 to 2:45 pm Breakout Sessions, 2 tracks available Fundraising & Relationship Management Marketing and Online Communications 3:30 pm Wildcard QA session & wrap up *** Do you want Raheel to publicly review your website? Submit your organization’s site URL to Patricia Tynan ([masked]) and it could be selected for a live review during the seminar. The red star indicates the Paetzold Auditorium location, directly north of the information desk in Jim Pattison Pavilion lobby.
- Luminate Online Discussion Group - Prepare for Blackbaud meeting on May 24th
Hello everyone. Luminate Online users are welcome to join a lively discussion on the morning of Thursday, April 28, 2016. If you have multiple LO users at your organization, perhaps best to send the individual most intimate with Luminate and TeamRaiser challenges. The intention is to prepare and collectively voice LO User Group observations at a May 24th meeting with a Luminate Online expert, who will report directly to Blackbaud's product development team. AGENDA 8:30 am Networking 8:45 am Welcome 9:00 am Luminate Online - Demonstration of improvements from most recent upgrade. Challenges, unique to your organization or a shared issue? 10:15 am Break 10:30 am Team Raiser conversation
- Prospect Management in the Raiser's Edge
Hello everyone, our next AM session will focus on Prospect Management within the Raiser's Edge. BCIT recently created new coding and documentation for a detailed system of Prospect Management using the Raiser’s Edge Prospect Module. BCIT Prospect Researcher, Robert Aucoin, will present the rationale and development of this system, with a specific technical focus toward the additional coding applied to Proposals, Actions, Attributes, and Notes to make the entire thing function. Cecilia Tupper from Parkinson Society British Columbia will share her perspective specifically on Planned Giving Prospect Management and how her organization tracks PG legacy gifts through Notes and Attributes. Agenda for April 21 AM session 8:30 to 9:00 am Breakfast and Networking 9:00 am Welcome 9:10 am Prospect Module, Robert Aucoin from BCIT 10:15 am Break 10:30 am Planned Giving Prospect Management without the Prospect Module, Cecilia Tupper from BC Parkinson Society We have courteously been invited to a brand new venue, Thank You Science World!