Trainings / Events / Workshops

Raiser’s Edge™ Results-Driven Reports

October 24-25, 2019 – Dallas, Texas

November 8, 2019 – Dallas, Texas / Chicago, IL

December 5-6, 2019 – Dallas, Texas/ Tulsa, Oklahoma

Get in “SYNC” with strategic Raiser’s Edge reporting and analytics! Join us for the Raiser’s Edge Results-Driven Boot Camp Series. Learn to maximum and implement results-driven strategic fundraising reporting in this informative series, featuring two leading independent Blackbaud certified Raiser’s Edge consultants. The consultants have a combined 30 years of Blackbaud Raiser’s Edge experience and have worked with hundreds of non-profits.

This fun, intensive onsite training series allows you to immerse yourself in the material, and will feature best practices, hands-on learning and expert discussion.

Bring your laptop and learn within your own live database, so you’ll return to the office with new tools at your fingertips!

In this intensive training session, you’ll learn how to boost your organization’s fundraising strategies and productivity with skills like:

• Analyzing fundraising initiatives
• Identifying donor giving trends
• Creating high-level board reports
• Producing fundraising effectiveness reports

Raiser’s Edge™ Database Management: Jump Start

November 2, 2019 – Dallas, Texas

December 4, 2019 – Irving, Texas/ Houston, Texas

January 23-24, 2020 – Dallas, Texas/ Tulsa, Oklahoma

December 2019 – Miami, FL

Get a jump start on 2020 with a strategically sound Raiser’s Edge database platform that meets best business practices. Is your organization surpassing industry standards? Have you mastered the art of innovative database administration? Do you need a hands-on database clean-up plan?

Working in your LIVE Raiser’s Edge database, you will strengthen your knowledge in these targeted areas:

• Build/implement strong data integrity audit checks
• Master the Global Change, Add and Delete Records Functions
• Create strong KPI coding methodologies/mapping tools
• Identify/Address data integrity and coding errors
• Implement best business practices/ operations processes
• Learn strong database maintenance / clean-up procedures
• Review advanced maintenance tools/tricks of the trade
• Prepare high-level DBA Dashboard

Raiser’s Edge™ Master Moves Management Strategies In Rasier’s Edge and REXNT

October 3-4, 2019 – Dallas, Texas

October 24-25, 2019 – Dallas, Texas / Forth Worth, Texas

November 6-7, 2019 – Dallas, Texas

November 7-8, 2019 – Houston, Texas

January 2020 – Dallas, Texas / San Francisco, CA

Is your Development team committed to building sustainable donor relationships and approach strategies but don’t have a strategic tracking tool in place? What cultivation moves have impacted donor retentions and the bottom line? This unique and innovative workshop will explore the art of fundraising moves management and how to manage these cycles within your Raiser’s Edge platform. In this exciting hands-on 2-day workshop, you will work LIVE in your own Raiser’s Edge (or sample) database! Led by veteran Development and Raiser’s Edge professionals, we will provide step-by-step guidance for implementing a measurable moves management platform equipped with solid fundraising/prospect pipeline and KPI metrics!

• Set Your Moves Management Goals and Action Plan
• SYNC your fundraising moves management plan and reporting requirements within your Raiser’s Edge platform
• SYNC your prospects and Solicitation efforts with the Prospect module
• Create Moves Management and Portfolio Management Dashboards and Reports you can trust!
• Implement automated next move!
• Provide high-level navigation in the RENXT Moves Management tools

Raiser’s Edge™ NXT Training 101

DFW – December 7, 2018

Oklahoma City – Feb 8, 2019

Get a step ahead! Has your organization just implemented the Raiser’s Edge NXT platform? This session serves not only the RENXT rookies also for the RENXT beginners.Learn RENXT basics and role-based functionalities from a veteran Raiser’s Edge/RENXT expert with extensive non-profit experience. With your LIVE database, you can instantly benefit from this hands-on and innovative training class. Embrace the new generation RENXT training today!

Navigating Financial Edge and FENXT

November 8, 2019 – Dallas, Texas

November 8, 2019 – Chicago, IL

December 6, 2019 – Dallas, Texas and Atlanta, GA

Have you just acquired the Financial Edge or FENXT but need hands-on training? Is your Financial Edge literally sitting on the shelf and getting dusty? Empower your Financial Edge knowledge with this innovative and easy to follow workshop! Led by veteran fund-raisers and Financial Edge professionals, we will navigate the shortcuts and each module of the system. Walk away with a few queries and reports at your fingertips in your LIVE database!

This workshop will provide hands-on guidance on how to analyze your data and make smart and strategic moves before the end of the year. In addition, you will learn the art of year-end comparison metrics and how to implement strategies accordingly. Discover where the diamonds are within your database and determine your next move! Bring your live database and join us!

Year-End Reports and Data Strategies

October and November 2019 – Dallas, Texas

November 2019 – San Francisco, CA

December 2019 – Irving / Dallas, Texas

How did your organization perform this fiscal year versus previous? What solicitation opportunities should you focus on immediately? What donors are falling into the lapsed category? Are you missing some great cultivation or stewardship opportunities?

Optimizing Financial Edge Hands-On Workshop

November 7-8, 2019 – Dallas, Texas / Chicago, IL

January 23-24, 2020 – Dallas, Texas

February 8, 2020 – Houston, Texas

Bring your LIVE (or sample) Financial Edge database to a powerful hands-on Financial Edge training experience! Led by veteran Fund-Accountants and Financial Edge experts, this session will provide the tools you need to succeed in FE! Go back the office with new tools at your fingertips! We will cover:

• Basic Financial Edge Overview
• Configuration, Back End Setup
• VCO-Creating Financial Reports
• Projects Reports
• System Best Practices
• End of the Year Checklist
• 1099 Processing
• FENCT Versus Financial Edge

Receive a 25% discount when registering two attendees.

Enter promo code SYNCRE on registration form.

For registration information, please complete the Contact form.

The registration deadline is two weeks prior to selected course(s).
Seating is very limited and seats will fill quickly, so reserve your space today! Or call 817-829-6188.

Snacks are provided!