BBCRM PAG MEETING - SEPT 12, 2023

Amanda Brown

Thank you for joining us earlier this month. Below you will find the link to the recording. Attached are the meeting slides.

Agenda

Opening Remarks – Amanda Brown, The Nature Conservancy (10 min)

• PAG Charter Review – Report on Results

Recent/Upcoming Blackbaud Events (15 min)

• bbcon <> bbdevdays updates - Heather McLean, Blackbaud, Becky Kimball, Blackbaud

Roundtable discussion on topics of interest – Participation from ALL

• Effective marketing to households (10 min)
• Major Gift Fundraising Metrics (10 min)

BBCRM Product Update - Pat Conley, Blackbaud (15min)

• SP35 (released in July) highlights – SKY API on-premises, PayPal/Venmo, Gender Codes.
• Cloud Portal – for hosted customers, not SP-dependent, available in August

Idea Bank Update - Pat Conley, Blackbaud (20 min)

• Status update on completed and in-flight ideas

Deep dive – spotlight with Tony Forrest on upcoming resolution of NCOA lagging issue by importing only changed records to batches

Upcoming Dates of Note/Closing Remarks – Tony Forrest, Feed the Children (5 min)



Meeting recording link