21NTC Session
IT

It’s not the CRM, it’s your data

This is a resubmission of an accepted 20NTC session proposal.

Description

So the finance team hasn’t been able to reconcile the last month for weeks, fundraisers don’t feel confident in understanding which of their programs are working and important donors keep getting multiple emails, meanwhile, the data team struggles to pull a simple list of constituents. Everybody in the organization seems to have had enough of the CRM what we need is to invest in a shiny new technology solution? Wrong. More often than not the reason for the above comes down to your data, whether it’s rogue spreadsheets, siloed teams, duplicates, lack of policies and procedures, or unclear accountabilities and responsibilities. In this session, we will get to the bottom of the root causes of all your technology problems and understand the right approach to solving them now and putting the tools in place for the future too.


Session Type

60 minute session

Learning Outcomes

  • Get to the root causes of nonprofit technology issues
  • Understand best practice in organizing your data
  • See the big picture from a staffing, policy and procedures perspective

Target Audience

IT decision makers, database managers, direct marketers

Tags

CRMDataManagementPolicy

Speakers

Alex Tom

Head of Private Sector Partnerships – Fundraising and Marketing

UNHCR, the UN Refugee Agency (Canada)

Alex Tom is a seasoned marketing professional with over 19 years of experience within various industries. He started his career in the corporate sector with Staples and CIBC.

However, his love for building relationships coupled with his passion for philanthropy led him to move to the non-profit sector beginning with Plan Canada, to World Animal Protection, to St. Michael’s Hospital, and most recently, he joined the UNHCR – the UN Refugee Agency where he is responsible for developing and overseeing UNHCR Canada’s private sector partnerships program. Alex and his team of brilliant fundraisers in 2020 had a record-breaking year (doubling revenues in three years) and with the view of more than doubling the business again by 2025!

Chris Carter

President

Candela Strategies

Coming soon.

Details

Day

Thursday
March 25, 2021

Time

9:45am – 10:45am