Events
Through our online and in-person seminars, we share with you what we've learned in our work with nonprofits.

Events

Heller Consulting hosts educational events and participates in industry conferences throughout the year. Through our online and in-person seminars, we share with you what we've learned in our work with nonprofits using Blackbaud, Convio, and Salesforce.com software.  Here’s what our seminars are (and aren’t!):

  • They’re strategic. They aren’t click-by-click trainings, but they will help any member of your team — leadership as well as database administrators — who is ready to think big and think deep. We share advice and give you ideas because we enjoy encouraging strategic thinking about operations and systems.
     
  • They aren’t sales pitches. We provide you with ideas and insights so that you can work better with your technology and operations. Naturally, we hope you like what you hear and keep us in mind when needs arise, but we let our teaching (and your learning) do the talking.

NTC 2012

Date: 
04/03/2012 - 04/05/2012
Place: 
San Francisco, CA Union Square Hilton

NTEN 2012 Nonprofit Technology Conference

Implementing CRM: What Works, What Doesn't and How To Make Your Project a Success!
Speaker: Keith Heller
10:30 AM to 12:00 PM on Wednesday, April 4
Location: Franciscan A

Implementing a new constituent relationship management (CRM) system doesn't have to be painful. Don't let concerns about implementation, and scars from the past, hold you back from adopting a CRM system that will truly support your strategies and drive your growth. The results if you plan well and pick the right CRM system are well worth the effort. In this practical session led by professionals who have led hundreds of CRM implementations we'll cover:

* The Implementation Process What can you expect? What's a successful approach?
* Staffing the Project Who you'll need on the project (internally and externally): their roles, skills and time.
* People and Personalities, Excitement and Fear Managing change.
* Supporting User Adoption Helping your organization fall in love with its new system.
* Playing Well with Others How your CRM relates to other systems.

You'll leave this session confident that implementation can be done and done well!

1. How to plan a successful CRM system implementation
2. How to staff the project
3. How to get your organization using, and liking, your new CRM system

 

Ready, Fire, Aim: How Not To Pick a Donor Database
Speakers: Robert Weiner, Tracy Kronzak
1:30 PM to 3:00 PM on Tuesday, April 3
Location: Yosemite A

Choosing a donor database often seems like a game of Pin The Tail On The Donkey. Participants are blindfolded and pointed in a general direction. Maybe they'll find their target, but probably not. We'll discuss a planful approach to deciding what you need, reviewing your options, and making a decision.

1. Deciding what you need, can support, and can afford.
2. Getting the information you need to make an informed decision.
3. Involving the right people and building buy-in.

Heller Consulting's educational seminars are informative and helpful. I would even recommend them to those that think they know their nonprofit software.

Julie N. Campbell
Director of Individual Giving
Museum of Contemporary Art, Chicago

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