Team Approach User Forum 2008

User Forum 2008, April 6-9
Conference Agenda

Better Ideas for Better Fundraising: the 2008 Team Approach User Forum will present sessions with learning opportunities for every kind of user, from entry-level newcomers to seasoned executive strategists. Whether you do Direct Marketing or Membership, Major Donor Development or Planned Giving Research, Online or Offline CRM, Databases Administration or Enterprise Resource Planning, Team Approach Queries or Data Entry, Analysis or Report Production, Long-range Executive Planning or Database Integrity, User Forum 2008 offers learning opportunities your organization can't afford you to miss.

User Forum 2008 will be held at the Copley Place Marriott in Boston, MA. It will open Sunday, April 6th, with a cocktail reception at 5pm. Monday and Tuesday will include keynote speakers, general sessions, networking luncheons and concurrent sessions. Wednesday, April 9th, there will be optional user training sessions, available for an additional registration fee.

The conference will feature four General Sessions for all attendees, including a closing general session taking place on Tuesday from 3:00-4:15 p.m. Concurrent sessions focusing on a wide array of topics will be offered in seven tracks. For more information, please see the agenda of the track that most interests you:

Executive Leadership

Online Innovation

Development & Research

Team Approach Technical Topics

Team Approach Best Practices

Direct Marketing

Analytics & Reporting

For details about the User Training Day on Wednesday, April 9th, please visit our User Training Day Agenda. The fee for these full-day training courses is $395.

Please note that all details are subject to change.

General Sessions
Salon EF

Welcome to Better Ideas for Better Fundraisng		Monday, 8:30 a.m. - 9:45 a.m.
Lee Gartley, President, Target Software & Target Analytics Marc Chardon, CEO, Blackbaud, Inc. Chuck Longfield, Target Founder and Blackbaud Chief Scientist
Target President Lee Gartley will kick off the conference by welcoming attendees and reflecting on an exciting year in the life of Target. Blackbaud CEO Marc Chardon will share his perspective on the nonprofit sector and how Blackbaud and Target will partner with clients to meet challenges and opportunities ahead. Target Founder Chuck Longfield will review session highlights and set the stage for a conference packed with better ideas for better fundraising.
From Competition to Collaboration: The Cambridge/Charleston Technology Report		Monday, 2:00 p.m - 3:15 p.m.
Sharyn Morris, Vice President, Business and Client Development, Target Software Jay Odell, Vice President, Product Management, Blackbaud, Inc.
A year after our merger, we continue to be excited about the progress and projects under development as the Charleston & Cambridge teams work together to deliver a new generations of solutions for better fundraising. Our speakers will bring you up to date on the TA Roadmap, demonstrate new Blackbaud Enterprise capabilities, and share some of the excitement we've had working together this past year.
Fundraising on a Pancake - Are You Ready for the Flat Philanthropic World?		Tuesday, 8:30 a.m. - 9:45 a.m.
Jon Duschinsky, Director, Ressources Non Profit
In the last few years, the world has not just shrunk -- it has positively pancaked. But are we really equipped to deal with this new global society? What does a flat world mean for us, and more importantly, for our donors? How can we deal with the communications overload and the huge changes it is causing in the way we all think, act, and give? Join our Keynote Speaker, Jon Duschinsky, for an unforgettable, high-energy session that will give you a unique opportunity to glimpse into the global philanthropic world of tomorrow. Don't miss it!
It's All About the Mission		Tuesday, 3:00 p.m - 4:15 p.m.
Lisa Scherber, Patient Activity Coordinator, Jimmy Fund Clinic, Dana Farber Cancer Institute
A routine day jammed with meetings, query writing, copy editing, or worrying about budgets makes it easy to forget how fundraising enables others at your organization to fulfill the mission. Whether they heal, educate, preserve, enlighten, shelter, comfort, or protect, you can be proud of your efforts to support them. This closing address will tell how the lives of children are enriched by the dedicated researchers and caretakers at the Dana Farber Cancer Institute in Boston, Massachusetts. Our speaker, Lisa Scherber, will describe the wonderful impact the Jimmy Fund makes on the families it serves, and her stories will remind you of similar achievements at your own organization.
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Executive Leadership
Provincetown

Change - What Is It Good For?		Monday, 10:00 a.m. - 11:15 a.m.
Beverly Magda, Chief Information Officer, Humane Society of United States Victoria Grady PhD, Assistant Professor, George Washington University
Industry experts claim that 70% of all change initiatives fail in organizations (HBR, 2000). Implementations of new technologies are among the most common change initiatives facing the 21st century organization. Technology change can have an unintended impact and result in the decline on the overall effectiveness of the organization. This presentation introduces a new model for organizational change that is based on intense research which focuses on the employee and how factors inherent in change affect their performance and subsequently have a negative impact on the organization. In addition, the session will discuss methods to improve the success by considering the collective impact of the individual on the organization. Real-world scenarios will be shared. Come prepared to discuss successful and unsuccessful technological implementations and their effect on staff and learn what executives can do to keep technology projects on track.
Global Philanthropy - It's a big world out there and I want to raise money in it!		Monday, 11:30 a.m. - 12:30 p.m.
Andrew Mosawi, Vice President of International Development, Blackbaud
It's easy to get consumed with our own markets. Why not take this opportunity to step back and explore what is happening in fundraising around the rest of the world? What are the specific opportunities, where can they be found and how can your organization benefit from them? Join Andrew as he gives a whirlwind tour of emerging markets around the world and discuss how to pinpoint the greatest areas of opportunity and relevance for your organization.
Measures of Success: Your Ultimate Management Tool		Monday, 3:30 p.m. - 4:45 p.m.
Doug Barker, President, Barker & Scott Bill Weaver, Director, Field Divisions & Integration, American Diabetes Association Carole Chizik, Project Director, Carole Chizik Consulting
How effectively are you using your fundraising system? Do you really know the facts? What are the trends? How far have you come? Where are you going exactly? Come learn from different organizations about their successes and lessons learned in setting and using measures of success to guide their effective use of fundraising systems. We will discuss Dashboards, Balanced Scorecards, and other practical approaches that can help guide your way forward in this sometimes difficult and overwhelming arena. Using the right measures can provide an excellent tool to help set and manage internal expectations, recognize and celebrate progress, motivate staff, and effectively focus your team on specific issues, actions and results.
Donors as Assets, Not ATMs		Tuesday, 10:00 a.m. - 11:00 a.m.
Chris Dann, President & CEO, Drakes Bay Fundraising, Inc.
Unlike a machine that simply spits out a specified number of dollars on demand, individual donor behavior is as complex as the return from each investment vehicle within a diversified portfolio. This session describes analyses that will yield valid insights for assessing true long term donor value. New concepts for valuing donors, combined with new categories for classifying gifts, will offer senior managers a new near-term and long-range planning framework that integrates fundraising and financial strategies. Much like a portfolio manager, attendees will come away with a powerful new conceptual model for interpreting and managing economic returns on various fundraising investments.
Passion Matters: Modeling and Cultivation Strategies for the Donors Who Love You Most		Tuesday, 11:15 a.m. - 12:30 p.m.
Chuck Longfield, Target Founder and Blackbaud Chief Scientist
Passion for your cause plays an important role in motivating donors to support your organization at major and planned giving level. In this session, learn how to measure the passion in your best donors and how data inside your database can provide critical insights into distinguishing those who are loyal to your organization from those who are truly passionate about your mission.
Clear the Channels: Why Multi-Channel Fundraising needs the Support of Senior Leadership		Tuesday, 1:45 p.m. - 2:45 p.m.
David Lawson, Vice President, Kintera
There is a lot of talk these days about multi-channel fundraising and having one view of your constituents. At the same time we see organizations struggling to break down the internal walls that keep them from being able to effectively communicate their message. This session will look at the challenges and opportunities of multi-channel fundraising, and how success depends on the full support of senior leadership.
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Online Innovation
Wellesley

Benchmarking Online Fundraising: How to Measure Success		Monday, 10:00 a.m. - 11:15 a.m.
Carol Rhine, Senior Research Analyst, Target Analytics Peter Kaizer, Web/Multimedia Director, Catholic Relief Services Andrea Palten, Director of ePhilanthropy, American Humane Association
How do you measure success in online fundraising? This session will focus on the metrics you need to track and the lessons learned from the Target Analysis Group Internet Benchmarking Group.
Let's Get Personal - Leveraging Information to Enhance and Drive Results from your Donors Online Experience		Monday, 11:30 a.m. - 12:30 p.m.
Steve MacLaughlin, Internet Solutions, Blackbaud
A new breed of donors are out there. They check email before snail mail, conduct their financial and personal commitments online, and have high demands with short attention spans. This isn't just Amazon.com or Bank of America's problem; it's yours too! Do you really meet donor expectations, or are they numbers instead of individuals? As acquisition and retention rates sag, successful organizations will be those that deliver highly personalized experiences both online and offline. This session provides real examples of how to enrich the online experience by leveraging donor information and behavior. See how Blackbaud NetCommunity can help you create a dynamic online presence that will improve your results. Treat your donors like people instead of a number and watch your donations increase.

Building Your E-mail List - and Converting List Members into Donors		Monday, 3:30 p.m. - 4:45 p.m.
Nick Allen, CEO, Donordigital Jeff Regen, Vice President of Online Marketing & Communications, Defenders of Wildlife Cassandra Koenen, Director of Online Campaigns and Marketing, International Fund for Animal Welfare
The costs for online fundraising are much lower than for traditional mail - but the catch is that response rates are lower too. This makes a high volume of names the key to successful online fundraising. Our experts share their best techniques to build their email files.
The Future of Online Fundraising: The Changing Rules of Web 2.0		Tuesday, 10:00 a.m. - 11:00 a.m.
Dick McPherson, President, McPherson Associates
Donor relationship management strategies continue to adapt to web technology and evolving constituent behaviors. Everywhere you turn there are new opportunities to attract, involve and cultivate whole communities of donors. Leading online communications expert, innovator, and author Dick McPherson of McPherson Associates will share ways nonprofits are using the latest practices and techniques to engage web visitors and donors. This session will demonstrate where nonprofits need to be and how to get there in the world of online fundraising.
Managing an Integrated Advocacy Campaign With All the Moving Parts		Tuesday, 11:15 a.m. - 12:30 p.m.
Grace Markarian, Online Communications Manager, Humane Society Nick Allen, CEO, Donordigital
Learn how multiple departments in an organization -- online and offline communications, marketing, development, grassroots, executive -- work together on campaigns. A few months ago, an undercover investigation by The Humane Society of the United States exposed the cruel treatment of sick and injured cattle at a California slaughterhouse. HSUS staff across departments worked together to maximize the impact and funnel the public's outrage into positive change for animals. At Amnesty International and CARE, the advocacy and development departments conduct joint campaigns aimed at generating pressure on elected officials, building constituent support, and raising money. This session will demonstrate how organizations can successfully execute an integrated advocacy campaign.
Convio / Team Approach Web Services-based DataSync Connector		Tuesday, 1:45 p.m. - 2:45 p.m.
Dean Hill, Senior Technology Architect, The Nature Conservancy Michal Heiplik, Director of Membership, HoustonPBS Sam Heywood, Senior Product Manager, Convio Inc. Mark Zawistowski, Director of Business Process Improvement, Target Software
In 2007, Target and Convio released the DataSync Connector, a web-services technology that delivers direct data integration between the two systems, saving you valuable time and effort. In this session, you'll get detailed information about Connector features, the implementation process, and the experience from the beta client's perspective.
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Development & Research
Arlington

Managing Individual and Foundation Major Giving in Team Approach		Monday, 10:00 a.m. - 11:15 a.m.
Mark Grimley, EMG Associates, LLC Jodie Goldberg, Senior Foundation Relations Coordinator, The Wilderness Society Jeri Kasal, Associate Director of Gift Planning, Oregon Public Broadcasting
Learn about the success of organizations that have recently extended their use of Team Approach to Individual and Foundation Major Giving. Our panelists will review their implementation process and discuss how they have been successful by establishing and documenting business practices and ensuring that their development staff can see the value of tracking their moves in Team Approach by providing the reports their managers and gift officers need.
Milestone 2: An Integrated Team Approach and Blackbaud Enterprise CRM Solution for Major Giving		Monday, 11:30 a.m. - 12:30 p.m.
Erica Capozzi, Manager, Business and Client Development, Target Software Amy Farrier, Deputy Chief Development Officer, United States Holocaust Memorial Museum Diane Shapiro, Database Manager, United States Holocaust Memorial Museum
We've been hard at work on the Team Approach Roadmap, with an early milestone to provide a solution for Major Gift fundraising that combines the best of Blackbaud Enterprise CRM (BBEC) and Team Approach. Come to this session to learn more about Milestone 2, the Major Giving Model on which it is based, and the implementation process from an early adopter. We'll also highlight the latest enhancements to BBEC for Major Giving.
Emerging Trends in Prospect Research		Monday, 3:30 p.m. - 4:45 p.m.
Gail Ferris, Director, Development Services, Catholic University of America Dorie Wallace, Operations Manager, Target Analytics
Target Analytics has redefined the prospect research world in recent years by introducing custom predictive modeling that ranks your donors based on their affinity and likelihood to give you an extraordinary gift. Join us in this session for a look at the newest solutions available in the marketplace that will help you uncover a donor's passion and dedication to your mission. You'll hear firsthand from our expert clients and staff how custom prospect modeling can help you identify likely Major and Planned Giving donors, grateful patients and even those likely to leave you a bequest versus charitable gift annuity. Walk away with best practices and strategies to support your prospect cultivation and campaign planning efforts.
Effective Donor Stewardship - Personalize Your Communications to Advance the Donor Relationship		Tuesday, 10:00 a.m. - 11:00 a.m.
Jon Thorsen, Director of Advancement Services, The Nature Conservancy
The number of non-profit organizations has nearly doubled in the last 10 years, adding to the many messages our donors receive. Standing out requires a commitment to the donor relationship that goes beyond "standard" messaging. Providing information about the organizational mission remains important, but crafting that information to resonate with donors' perspectives is key. In this session we'll discuss stewardship techniques that bring donors closer to the organization, as well as the importance of tracking these activities in the database.
Waiting on the Wealth Transfer...Will You Miss the Boat?		Tuesday, 11:15 a.m. - 12:30 p.m.
Robert Sharpe, President, The Sharpe Group
Baby boomers, financial services providers, the government and charitable entities are all expected to benefit from an unprecedented transfer of wealth in coming years. Some have gone so far as to predict a "golden age of philanthropy." But will a rising tide lift all boats? This session will equip participants to understand and survive the failure of the wealth transfer to materialize during the past decade prior to what will eventually be the primary years of the wealth transfer. Learn how to maximize the final phase of asset distribution by the World War II generation, while working with a new wave of younger donors who will control the bulk of the wealth transfer in ways that can, in fact, assure unprecedented funding for American charities. Special emphasis will be placed on political factors and the current economic environment and how they may be expected to affect charitable gift planning efforts now and in years to come.
Building a Middle Donor Program that Leads to Extraordinary Giving		Tuesday, 1:45 p.m. - 2:45 p.m.
Alice Schofield, Director of Planned Giving, WGBH Sherry Lear Park, Donor Service Director, St. Jude Children's Research Hospital

Imagine a world where your Direct Marketing and Major Gift Departments work together collaboratively to steward donors up the giving pyramid. Imagine your mid-level donors being properly stewarded and cultivated without staff infighting. Sound unbelievable? Learn from our client experts who worked across the aisle with their colleagues to establish successful Mid-Level Donor Programs. Understand the business rules and analytic tools of the trade necessary to reach donors who fall somewhere in the middle. Walk away with proven marketing, segmentation and testing strategies that will impact your program.
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Team Approach Technical Topics
Salon AB

Building Bridges: Extending the Reach of Your Team Approach Data into Custom Applications		Monday, 10:00 a.m. - 11:15 a.m.
Cidar Mendizabal, Project Manager for Educational Foundation Development Systems, WGBH Tapan Dash, Director of Software Development, St. Jude Children's Research Hospital Jamie Tribble, Project Manager, St. Jude Children's Research Hospital Jim Abel, Consultant and Developer, Southern Poverty Law Center
Hear from speakers who are using customized applications with Team Approach as their base to better support their operations and more efficiently track their donors and constituents. In this interactive brainstorming session, you'll have the opportunity to share problems that you're currently having at your own organization and discuss how a customized application could resolve these issues. We want to hear from you! So whether you work in a technical capacity or with fundraising, we look forward to you joining us.
Team Approach Tech Tips		Monday, 11:30 a.m. - 12:30 p.m.
Tim McCleary, Manager, Technical Solutions, Target Software Allan Morrison, Lead Support Analyst, Target Software Scott Gordon, User Support Analyst, Target Software
Come and join us as we share our top 10 Support issues that we've addressed in the past year and ways to avoid similar maladies. The session will include case studies with ADU, Search name gremlins and much more.
Milestone 2 Team Approach/BBEC Data Sync		Monday, 3:30 p.m. - 4:45 p.m.
Todd Yellin, Lead Software Architect, Target Software Tom Maszk, Vice President of Engineering, Blackbaud
This session will provide a detailed look at the TA/BBEC data synchronization program which is the core component of Milestone 2. We will cover the requirements, design, architecture, and logic of the various components of the sync, as well as discuss administration, installation, and our QA and performance testing results to date.
BBEC Under the Hood		Tuesday, 10:00 a.m. - 11:00 a.m.
Shaun Sullivan, Vice President, Chief Technology Officer, Blackbaud, Inc.
Join us for this session to gain technical information on Blackbaud's CRM software, BBEC. During this session, you will gain a knowlege base on the layer above the Infinity platform, architecture, language, configuration, development approach, database, H/W Infrastructure requirements, Microsoft SQL server, and OS server(s) to be able to use BBEC to its full capability.
Plan, Monitor, Report, and Analyze - SSRS for Technology Professionals		Tuesday, 11:15 a.m. - 12:30 p.m.
Stephen Earheart, Senior Technical Consultant, Target Software
With the ever-growing demands to provide more and more insight into your organization's data and the proliferation of tools to do that work, is there one tool that can meet all my needs? This session will delve into all the cogs that make SSRS that one tool. It will cover the SSRS architecture as well as how all your organization's data sources can feed into SSRS. Brief product demos will be included as part of the session.
Team Approach Datawarehouse		Tuesday, 1:45 p.m. - 2:45 p.m.
Steve Dastous, Director of Business Intelligence, Target Software
Gain an understanding of the setup, design, and implementation of the Team Approach Datawarehouse and how its use can support the reporting and data mining demands of your organization.
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Team Approach Best Practices
Salon CD

Data Entry Best Practices		Monday, 10:00 a.m. - 11:15 a.m.
Liz Wagner, Director, Data Services, American Diabetes Association Mark Zawistowski, Director of Business Process Improvement, Target Software
Would you like to implement data entry efficiencies to improve staff productivity? Do you need to decrease the time it takes to post transactions? Are you finally ready to improve file hygiene? How do you measure productivity? Experts from the TA community--folks who have tackled these issues-- will go beyond scratching the surface of these simple concepts and dig into the 'hows' and 'whys' of Data Entry Best Practices for Team Approach.
Tune In for a Sustainer Tune-Up		Monday, 11:30 a.m. - 12:30 p.m.
Susan Peterson, Information Systems Analyst, KQED Allison MacConnell, Membership Database Manager, Greenpeace Cindy Vanelli, Director of Financial Marketing, St. Jude Children's Research Hospital
Do you already have a sustainer program, or are you looking to start one? Check out the advice from those who've been where you are. Get valuable information and tips on quality control, check backs, reporting, 'delinquent' and upgrade monitoring, coding recommendations, and how to BAR without the B. See if our presenters can help you pass the BAR!
Account Data Upload Best Practices		Monday, 3:30 p.m. - 4:45 p.m.
Mike Fiaschetti, Associate Director, Database Manager, IT, Alzheimer's Association Dean Hill, Senior Technology Architect, The Nature Conservancy Gretchen Jerva, Production Analyst, Target Software
Is there anything for which you can't use Account Data Upload? From data elements to quality control, and File Code Attributes to Account Reconciliation, learn the best practices of ADU. This flexible upload process is currently used by many organizations for many purposes. It's not IF you should use ADU, but WHEN!!
Team Approach Benefit Enhancements		Tuesday, 10:00 a.m. - 11:00 a.m.
Mark Zawistowski, Director of Business Process Improvement, Target Software Persio Logos, Account Director, Target Software Joanne Shay, Director of Data Management, Membership, WMHT
Learn how to use the new benefit delivery features and functions, as well as the backorder and inventory options, to improve your workflow and manage the benefit budget. This session is partcularly valuable for public broadcasting clients as well as any organization that relies on effective donor benefit administration.
Tricky Transactions		Tuesday, 11:15 a.m. - 12:30 p.m.
Meredith Winter, Director, Fundraising Systems Specialists, The Nature Conservancy Tamara Carnes, Development Data Manager, University of North Carolina Julie Arnzen, Cornerstone Society Manager, Oregon Public Broadcasting
What should you do to post a stock gift? Just what is a soft credit and can you use it to post donor advised funds? How do you record workplace giving? Learn 'tricks of the trade' from several organizations that solved the challenges of not-so-unusual gift processing.
Overlays - What are They Good For and How Do I Get Them?		Tuesday, 1:45 p.m. - 2:45 p.m.
Stephanie M. Ceruolo, Vice President, Major Markets Account Development, Triplex Rich Muniz, Team Leader, Technical Consulting, Target Software
There's a vast assortment of information that's possible to apply to your donor records to further your mission. Stop in and learn about overlays, and why considering them is beneficial to your fundraising and cultivation efforts. We'll cover how overlays are applied to your database and how some organizations use the data for reporting, analysis and strategic planning.
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Direct Marketing
Suffolk

Channel Surfing - How to Catch the Attention of Your Supporters & Engage them in Your Cause		Monday, 10:00 a.m. - 11:15 a.m.
Beth Isikoff, Director, National Account Development, Blackbaud Jo Sullivan, Senior Vice President of Development & Communications, American Society for the Prevention of Cruelty to Animals
This session will follow the actual communication tracks for donors acquired at year end for six different organizations. In this study, gifts were given through multiple channels to evaluate engagement strategies by these nonprofits. How quick and effective are some groups in following up with their new donors? Does your organization have what it takes to truly integrate marketing communications and raise more money regardless of how a "name" arrives in your database? This session will show you the marketing strategies behind developing a new donor acquired through various channels along with the results of how dramatically different each is in their approach. Attendees will hear a case study from a nonprofit who has successfully found ways to acquire new donors internally with integrated marketing messages across traditional silo's within their organization. Come learn how this nonprofit has proved that integrated messages across channels directly impact the bottom line and bring new, dedicated supporters to their mission.
Creative Strategies for Leveraging the Target Non-Profit Cooperative Database to Enhance Your Fundraising		Monday, 11:30 a.m. - 12:30 p.m.
John Newton, Senior Manager, Predictive Analytics, Target Analytics Craig Zeltsar, Account Director, Thompson Habib & Denison Lesley Hostetter, Account Executive, Lautman Maska Neill & Company
The Target Cooperative Database tracks donor behaviors for more than 70 million households. Target Analytics studies these giving patterns to create tools that help our clients execute more effective direct mail campaigns. Whether you've been using the Co-op for years or are just hearing about it for the first time today, this session will present a list of "must try" list of ideas that will save you time, increase your net revenue, and grow your donorbase.
Investing for Long-term Donor Value		Monday, 3:30 p.m. - 4:45 p.m.
Pat Frame, Managing Partner & Director of Analytics, List Services Kevin Moran, Principal, Integral Valerie Beatty, Director, Direct Marketing, American Cancer Society Carol Rhine, Senior Research Analyst, Target Analytics
Do you know the true worth of a new donor to your organization? Conventional analysis relies on initial ROI or response rates to judge list performance -- yet these measures by themselves can lead you to poor decisions regarding future investments. This session will explore alternative methods for understanding the real value of a new donor and show you how to make better decisions for list selection and acquisition investments.
The Monthly Giving Tree: Marketing Strategies for Maximizing Your Monthly Giving Program		Tuesday, 10:00 a.m. - 11:00 a.m.
Steve Froehlich, Director of Development Analytics, American Society for the Prevention of Cruelty to Animals Vivianne Potter, Director of Direct Response, Amnesty International
Ever wonder why some organizations are so successful with their monthly giving programs? Think they can't work for you because they're not worth the investment or your program is already as strong as it can be? Come to this session to hear some of the industry's top monthly giving fundraisers and learn new marketing strategies for boosting monthly giving at your organization.
Better Results & Relationships Through Segmentation and Donor Touch Plans		Tuesday, 11:15 a.m. - 12:30 p.m.
Jodi Scheib, Vice President, Fundraising, DMW Worldwide Chad Lucier, Vice President, Fundraising, L.W. Robbins Associates
Effective fundraising means using knowledge of past donor behavior to plan future campaigns. Successful donor/member programs are built on solid relationships with each donor. Getting results while reinforcing relationships calls for a communications plan that meets the needs of the donor as well as the fundraiser. The first part of the session shows how to use advanced segmentation techniques to get results. The second half shows how some public broadcasting organizations use Team Approach to create a member "Touch Plan" based the TA track function and "Months to Benefit Expire" to develop a contact schematic for cultivation and appeals. This session will help you create better campaigns today, better donor relationships for the future, and a roadmap that keeps both on track.
*The Golden Age of Exploration: How Using the donorCentrics Explorer Is Helping Direct Marketers Support Their Strategic Initiatives*		Tuesday, 1:45 p.m. - 2:45 p.m.
Deborah Trumble, Senior Fundraising Analyst, Target Analytics Paige Grainger, Account Manager, Epsilon Susan Paine, Human Rights Campaign
This session will provide you with practical case studies from two long-time *donorCentrics clients who have recently converted to donor*Centrics Explorer. Hear how they went beyond traditional campaign reporting to a donor-centric approach, and how using Target's suite of interactive Explorer tools have enabled them to make data discoveries that support or suggest strategic initiatives.
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Analytics & Reporting
Simmons

Basic Reporting Part One		Monday, 10:00 a.m. - 11:15 a.m.
Jen Walker, Senior Trainer, Target Software
You have an ocean of data and reporting options in Team Approach. Where do you start and do you have the right equipment? This session will give you the tools you need to run any report that is available from the Main Menu and some tips on the best reports to start using right away. Team Approach Senior Trainer Jennifer Walker will demonstrate key concepts to running any report, while covering account-based and revenue-based reports, such as Account Profile, Account Statistics, Major Gifts, Interaction Statistics, Income Comparison and Revenue Statistics.
Business Intelligence on the Infinity Platform		Monday, 11:30 a.m. - 12:30 p.m.
Shaun Sullivan, Vice President, Chief Technology Officer, Blackbaud
Come take a dive into the Business Intelligence (BI) layer of the Infinity platform (the new Team Approach platform). BI support is pervasive in this new platform and a key technology in any Infinity-powered application. We'll help you gain a solid understanding of: Leveraging application level features that employ the BI stack including Dashboards, KPIs, smart fields and more Implementing a fully web-based reporting strategy that employs the power of the data mart to expand the reporting reach of your system using web technology such as User Defined Dashboards, AJAX, RSS and Web Gadgets Incremental ETL processing engine for keeping your data mart up to date Data mart design, cube structure and the data model
The Value of Data - The 3rd in the Series of So Much Data; So Little Time		Monday, 3:30 p.m. - 4:45 p.m.
Chuck Longfield, Target Founder and Blackbaud Chief Scientist
The cost to collect and maintain data is obvious, whether it is done via an external service like NCOA or by an internal department like Donor Services. However, the value of complete and accurate data is much more difficult to calculate. Is there measureable value to an appended email address or a more deliverable postal address? Is it worth surveying your donors to collect their interests and preferences? And if you had such data, how would you use it? In this session we will explore new approaches to help you answer these important questions.
Millions of Insights, One Solution - SSRS for Decision Makers		Tuesday, 10:00 a.m. - 11:00 a.m.
Stephen M. Earheart, Senior Technical Consultant - Business Intelligence, Target Software, a Blackbaud Company
With all the data that your organization processes each year, how can you leverage it to make better decisions? This session will provide an end user understanding of what SSRS is and how you can use it to make more informed, and therefore more financially sound, decisions for your organization. This session will provide in depth demos into each of the tools that make up SSRS.
Getting That All Important Second Gift From New Donors		Tuesday, 11:15 a.m. - 12:30 p.m.
Michal Heiplik, Director of Membership, HoustonPBS Luke Vander Linden, Vice President, Integrated Marketing Services, Carl Bloom Associates Anne Morrison, Director, Analytic Services, Target Analytics
After acquiring new donors, one of the most important things is getting new donors to give their second gift. In this session we are going to show results from Target's donorCentrics Explorer that illustrate that getting the second gift FAST makes a measurable difference. These results will come from both large and small national organizations. Additionally, strategies for getting new PB supporters to give a second gift will be shared. The discussion will cover how to individualize the approach to new donors and whether going after a membership gift next is the best choice.
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User Training Day
Wednesday, 8:30 a.m. - 3:30 p.m.
($395 unless otherwise noted)

Introduction to Account Data Upload
This course is an in-depth exploration of Team Approach's Account Data Upload (ADU). We will start with an overview of ADU's capabilities and an introduction to the upload tables and discuss how to migrate from Batch Upload to ADU, covering ADU control file customization and setting file code attributes, system preferences, and ADU parameters. We will cover how to run ADU, with an emphasis on using ADU to update existing account information and producing ADU reports.
Configuring Team Approach for Major Gifts
If you are thinking of expanding your use of Team Approach to Major Gifts, this course will give you the tools to get started. The course covers Major Gifts module functionality related to Interactions and Projects, but goes beyond basic user training to help you understand how to approach your configuration decisions and reporting needs. What is the best project configuration for your organization? How do you go about defining your interaction codes? What are reporting options beyond the suite of "canned reports"? How can you implement a few key user preferences to make the module as easy to use for your fundraisers as possible? Your instructor has worked with numerous Team Approach clients to implement the Major Gifts module and will guide you through the decisions you need to make and share best practices from clients who are successfully using Team Approach for Major Gift fundraising.
Events Module Discovery Session
This session covers the Events and Volunteers Module of Team Approach, with a heavy emphasis on configuration. We will cover the configuration areas that you need to understand to customize the module to each of your different types of events, including event types, registrant and volunteer stages, interactions, and benefits.
Advanced Account Data Upload
This course will provide an in-depth discussion of the Account Data Upload including but not limited to the design and usage of control files, creating new upload formats, working with ADU from the command line, and understanding and working with relationships, interactions and other data elements. The course will also peer into the code behind ADU's key functionality. Prior to the training, attendees are encouraged to send questions they would like answered during the course.
Introduction to Queries and Outputs
This course provides a comprehensive introduction to the query and output process for Team Approach users who would like to learn how to write their own queries. This course simplifies the query and output process for the user by providing a non-technical introduction to the concepts behind queries and outputs, followed by hands-on practice with writing queries and outputs and scheduling them. Prior to the training, attendees will be invited to submit query examples that they'd like to focus on in the training.
SSRS (SQL Server Reporting Services)
This course is a hands-on introduction to Target's new reporting solution, SQL Server Reporting Services. The course focuses on the powerful tool that provides an easy-to-use interface for creating, running, and distributing ad-hoc queries and reports. In addition to covering the basic features of the tool, this course will get participants comfortable with reporting from the Team Approach SSRS models.
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All agenda items subject to change.


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