Regional Presentations

Summer Series

2021 Summer Series

August 3, August 10, August 17

Series lineup:

  • Session I
    • Opener & Overview of the Four Quadrants
    • CRM
    • Integration
  • Session II
    • Entity Management & Data Governance
    • Communication Tools
  • Session III
    • Predictive Modeling & AI Machine Learning
    • Emerging Topics (Panel of Professionals)

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Summer Series

2020 Summer Series

July 28, August 5, August 13, August 18

Series lineup:

  • Session I
    • It's All About the Data
    • Integrating Prospect Data for Advancement
  • Session II
    • Leveraging Data to Improve Healthcare Fundraising Results
    • Industry Coding: Targeting Industries during COVID-19 and Beyond
  • Session III
    • Digital Fortress
    • Who Cares About Addresses, Anyway? (and Why It Should Be You)
  • Session IV
    • Data Integrity/Data Verification - Processes that Work
    • How to Incorporate Prospect Management Practices to Enhance Gift Officer Productivity

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2019 Regional Symposia

2019 Regional Symposia

March 22, March 26, April 26, May 29

Regionals lineup:

  • Central Florida Symposium
    • Date: March 22, 2019
    • Location: Rollins College
    • Host: Vicky Medlock
  • North Carolina Symposium
    • Date: March 26, 2019
    • Location: UNC-Charlotte
    • Host: John Taylor
  • Washington, D.C. Symposium
    • Date: April 26, 2019
    • Location: CASE Headquarters
    • Host: Gail Ferris
  • New England Symposium
    • Date: May 29, 2019
    • Location: Bryant University
    • Host: Lisette Clem

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