Successful data management is not always flashy on its own. Sometimes it can be hard to communicate our wins, efforts and challenges to our colleagues outside of advancement services. Let's talk about how you can use metrics for your gifts and data management teams to highlight your successes, demonstrate accountability for your work, and drive buy-in and investment to advancement services. We'll also talk about how to use your measurement systems to spot areas of concern so you can adjust your strategies.

Digitizing from more manual paper processes is an important opportunity to help with effective processing. While creating sustainable office practices may often be the last on your list when juggling other competing priorities, it is an important focus. In this session, we will discuss the benefit and process for implementing electronic receipts, managing pledge reminders and how to create digital first solutions all while saving some dollars and some trees.

Every institution has some level of data collection in place. What data are you collecting? Are you focused entirely on fundraising receipts or are you also capturing alumni engagement and new funds committed? Are you reporting on advancement investment? Is your institution following the CASE Global Reporting Standards? We will look at common counting dilemmas. If you have a question that is not covered, there will be an opportunity to ask for clarification or discussion.

Join our faculty as we discuss the ‘why’ behind some of our most controversial and varied processes. This session is intended to shake things up a bit as we talk about processing opportunities for pledge management, donor-advised funds as pledge payments, and even corporate hierarchy and recognition credit within our various systems. We will highlight how to overcome the obstacles that may be creating bottlenecks to pushing towards innovative solutions to our processing and technology wish lists.

Suddenly artificial intelligence (AI) is everywhere and many of us are still grappling with what this new reality means for us. Join us as we wrap our heads around this rapidly-developing sea change in how we use technology. From AI bots in our meetings to prescriptive analytics in our databases, AI is already part of our workplaces or will be soon. We'll consider real-world current examples while envisioning future applications... and potential pitfalls, both ethical and practical.