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20NTC Session Proposal

Yes, You CAN Migrate Your CRM Data


Migrating to a new CRM is daunting for many, but it’s even more so if you have years and years of data to contend with!

Learn practical tips for simplifying a massive data migration project into manageable, realistic steps that will help you and your team keep your cool and keep your project organized and on track.

From managing project stakeholders and team communications to wrestling with data maps and development scripts, you’ll learn from organizations like the National Trust for Historic Preservation and Friends of the Earth.

Learning Outcomes

  • make it through a CRM migration with your soul intact.
  • outline practical steps for an ideal data migration.
  • understand the tools and teams that can make a data migration project run more smoothly.


Chris Harmoney

Senior Developer

Cornershop Creative

Chris began coding in elementary school and has been telling computers what to do ever since. During a decade working with Boeing, Chris developed and supported an eclectic collection of enterprise web and mainframe applications. At Cornershop, he focuses on architecting and developing CMS and CRM solutions that snugly fit client’s needs and budgets. He loves seeing how Cornershop’s work directly and noticeably helps clients fulfill their missions.

Carrie Mann

Deputy Director of Digital Membership and Advocacy

Friends of the Earth

Carrie manages Friends of the Earth’s email program, including digital advocacy, organizing, and fundraising. She focuses on using digital tools to advance campaigns to protect the environment and fight for social and economic justice. In her spare time, Carrie likes to travel and play the guitar.

Alan Gordon

Senior Director of Data, Analytics & Operations

National Trust for Historic Preservation

For over 3 years, Alan has managed the Data, Analytics and Operations teams at the National Trust for Historic Preservation. Focusing on technology change management and building out extensive reports for executive and finance teams, Alan’s passion for data analytics and the challenges they propose in understanding KPI’s and successfully interpreting them keep his professional appetite satisfied. With over a dozen large complex CRM implementations under his belt, he enjoys managing teams that help improve the organizations understanding of their data.

In his spare time, he can be found avidly traveling the world or in the kitchen mastering a new recipe.





March 13, 2019


10:30am – 11:45am



CFRE Credits

NFR - 1.25

Collaborative Notes

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Session Evaluation

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