Thought Leaders Programs

Data Shifts: Preparing Your Data (and Yourself) for a Donor Software Transition
Thought Leaders Breakfast Program


WHEN: Wednesday, March 29, 2017
Registration & Continental Breakfast: 8:30 a.m. - 9:00 a.m.; Program: 9:00 a.m. - 10:30 a.m.  
WHERE: Union League Club of Chicago
65 W Jackson Blvd, Chicago, IL 60604

This program has been approved for 1.5 points towards your CFRE

Get your donor data prepared! A donor software transition may seem daunting, but it does not have to be.

Join AFP Chicago and Adam Stevenson, the Director of Client Services at Neon CRM for a session that will examine the data migration process for organizations transitioning to new donor management software.

Whether your organization is moving to its first donor management system or if you are transitioning from an existing CRM platform, Adam will discuss the most common mistakes and pitfalls that organizations face during this process. Not all data is equal, and this session will help fundraisers to identify and prepare important donor/donation data for migration into a new CRM system.

Participants will walk away from this session with:

- questions to ask their software vendor during the sales and implementation phase
- a checklist for their staff when preparing for data migrations

Presenter:

Adam Stevenson, Director of Client Services, Neon CRM
Adam Stevenson is Director of Client Services at NeonCRM, a maker of cloud-based donor management software built exclusively for nonprofits. As an implementation consultant, he has helped hundreds of nonprofits to prepare and manage their data during the transition to new fundraising databases. He also specializes in developing internal workflows for nonprofits to get the most out of their software solutions. With a professional background in nonprofit communications and marketing, Adam discovered his love for Excel and data through many hours of segmenting spreadsheets for email lists at nonprofits big and small.

 

 

Special thanks to our sponsor:

 

 
© 2013 Association of Fundraising Professionals Chicago Chapter
1717 North Naper Boulevard Suite 102 Naperville, IL 60563 | Phone: 630-416-1166  | Fax: 630-416-9798