CRMs: The Good, The Bad, and The Transitions

June 18, 2024

Nearly half of AFP members responding to a recent survey indicated they are considering switching to a new CRM system. Join this session as we hear from our own chapter members about their experiences with their CRM system. Learn when it is best to make the transition to a new system. What questions to ask when shopping for new platforms. How to prepare for a transition to a new CRM. How long the transition should take. And pitfalls to watch out for in the search and transition process.

Panel Participants:

• Moderator- Sharon Boyes, CFRE-Foundation Executive Director Lion's World Vision Institute
• Panelist- Moriah Grubbs, Donor Engagement Manager, New Life Solutions
• Panelist- Alissa Van Deman, Associate Director of Development, WUSF
• Panelist- Mike Hlady - Director of Philanthropy - YMCA of the Suncoast

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Tuesday, June 18, 2024

11:30 am Networking

12:00 pm Program & Lunch Service

NEW LOCATION

Rusty Pelican, 2425 N. Rocky Point Drive, Tampa FL 33607 MAP

Valet parking is provided by AFP Tampa Bay for all our guests, self- parking is not permitted.

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Program Fee

AFP Member - $35.00

Guest - $45.00

The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes.

AFP Tampa Bay aims to be accessible and inclusive to all of our members and guests. If you require special accommodations, please let us know via email so we can plan to make adjustments to the program

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Meal Choices

Chef Salad - Lettuce, cucumbers, tomatoes, egg, swiss cheese, cheddar cheese, and turkey

Vegetarian or Dairy Free - Meat or Cheese FREE

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Applied for 1 hour CFRE

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Speaker Bios 

Alissa VanDeman - Alissa has worked in the nonprofit world as a fundraiser for over a decade and worked in a number of different databases managing prospects and donor relationships through identification, cultivation, solicitation, and stewardship to meet fundraising goals.

The majority of this time was spent at the University of South Florida fundraising for public media stations WUSF and Classical WSMR. It included keeping donor records up to date in different fundraising management systems: Allegiance, Banner and Ellucian Advance. Currently, WUSF is considering a database conversion, going through the process of cleaning up current data and selecting a new one.

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Meeting Guidelines

AFP Tampa Bay recognizes the importance of personal connection, but your health is our priority. We continue to monitor the community level for our area and follow CDC recommendations.

We ask that you not attend if:

• You have recently tested positive for COVID-19. Use the self-evaluation tool HERE to determine when you may return to in-person meetings after testing positive.
• You have been recently exposed to someone with COVID-19.
• You are waiting on COVID-19 test results.
• You feel you may be becoming sick, running a fever, or experiencing any symptoms associated with COVID-19 such as fever, cough, or shortness of breath.