USM Foundation

Register Today!

Prospect Management Can Drive Forward Momentum Workshop

Presented by Jenny Kleintop, Founder and CEO of PhilanthropyOps

Increasing Frontline Fundraiser’s Utilization of Your CRM/Database

Wednesday, June 21, 2023
10:00 am – 11:30 am

Sometimes it may feel like you are chasing down frontline fundraisers to get their data and contact reports into your CRM/database. You may feel like there’s little you can do to change that, but there is. There are strategies and techniques you can use to help frontline fundraisers increase their utilization of your CRM/database. We will show you the path forward.

Balancing Portfolios and Strategy Sessions

Tuesday, July 11, 2023
10:00 am – 11:30 am

Strong balanced portfolios are the pathway to success for your frontline fundraisers. However, how do you help keep portfolios balanced across the moves cycle and ensure frontline fundraisers have enough prospects to be successful? In this session, we will walk through what a strong portfolio looks like, how to keep them balanced, and how to have meaningful strategy sessions with your frontline fundraisers.

Data-Driven Programs

Wednesday, July 26, 2023
10:00 am – 11:30 am

You have access to lots of great data, but how do you translate that into insightful information for your leaders to use? Also, how can your leaders move toward using data to make decisions and inform prospecting strategies? In this session, we will show you various ways to show numbers and metrics to support the work you are doing in prospect management.

Which Sessions Will You Attend?(Required)
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