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Find the Right Database for You
Thursday, October 20, 2022, 9:00 AM - 10:00 AM EST
Category: Monthly Programs

Premier Sponsor

FIND THE RIGHT DATABASE FOR YOU

Are you in the search for the right Customer Relationship Manager (CRM) to meet your needs? Or, do you want to search for a dynamic and impactful CRM but don't know where to start? In this session, we will share what criteria to use when searching for the right CRM for your organization to get the most bang for your buck as well as introduce two CRMs highly recommended by our members. We'll even talk about integrations for email, business intelligence, and more. Even if you're not on the hunt right now but could be in the future, you don't want to miss this.

Speakers: Tom Frisch, Donor Perfect
                   James Goalder, Partnerships Manager, Bloomerang
                   Maureen Wallbeoff, Technology Consultant
                   Jennifer Palan, Senior Director of Channel Management, Bloomerang


James Goalder, Parnerships Manager, Bloomerang
With almost 20 years of experience working in nonprofit technology and sales and relationship management, James brings the perfect blend of experience for his role as Partnerships Manager at Bloomerang. In his 7 years at Bloomerang, James has enjoyed helping nonprofits and those who work with them find success with Bloomerang, utilize software to increase their effectiveness, and ultimately achieve their missions.In addition to his work experience, James volunteers with Project Grows, a community farm in Virginia, serving on the Board and on Volunteer Nights with the organization. In his free time, James enjoys hiking in the Shenandoah Valley with his wife and four children, and exploring the beautiful local wineries and breweries. He loves to cook, read and travel.  James holds a Bachelor’s degree in English and Art History from James Madison University.

 

 Maureen Wallbeoff, Technology Consultant (Meet Maureen)
A resident of Cape Cod Massachusetts, Maureen has developed a proven process that maps your nonprofit’s strategic and operational goals to the right platforms and business processes – helping you make good decisions about the systems you use to engage your supporters. She is focused on helping the Accidental Techies working at nonprofits learn to navigate today’s complex technology platforms and get a good ROI on their technology investments.

In addition to her work with clients, Maureen has authored two guides on nonprofit engagement software, blogs at her website and answers questions about nonprofit technology live on LinkedIn, Facebook, and her YouTube channel every Friday afternoon. A sought-after speaker and trainer, she has led many live workshops and video webinars around the country at the Nonprofit Technology Conference, AFP conferences, BBCON, Peer-to-Peer World, and Bridge, and is one of TechSoup’s expert trainers.

 

 

Tom Frisch, Donor Perfect
Thomas Frisch has been with DonorPerfect for the last 8 years and has been a technology partner to fundraisers and financial professionals at Merrill Lynch, eMoney, and Delaware Investments. 


 

 

 

 

 

Jennifer Palan,  Senior Director of Channel Management at Bloomerang
Jennifer Palan is the Senior Director of Channel Management at Bloomerang. She has extensive nonprofit development and major gift experience from her time working in higher education at Boston College, Harvard University, and MIT. She previously served as the Director of Development at Hebrew SeniorLife and as Regional Director of Capital Giving at Harvard University. She is passionate about partnering with fundraising consultants and empowering nonprofits to achieve their visions.

 

 

Thursday, October 20, 2022

9:00-10:00am (Virtual Zoom Program)

 

 Registration: $20 for WID members (through Sunday 10/16/22)
  $35 for non-members (and members who register late, after Sunday, 10/16/22)
Registration for this program will close on 10/18/22.
No refunds within 7 days of program
 
Login information will be sent one day in advance of the program.  

REGISTER