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The agenda is a work in progress and subject to change.
Pre-Event: Tuesday, September 24
| 8:00 - 5:00 pm | Registration/Help Desk |
| 8:30 - 12:30 pm | [Workshop] GivingData 101 Part 1 (for new users) |
| 1:30 - 4:30 pm | [Workshop] GivingData 101 Part 2 (for new users) |
| 4:30 - 5:00 pm | Optional Q&A |
| 2:00 - 5:00 pm | Office Hours |
| 2:30 - 5:00 pm | GivingData Client Advisory Board Kickoff Meeting |
| 5:45 - 7:00 pm | Welcome Reception |
Day 1: Wednesday, September 25
| 7:00 - 5:00 pm | Registration/Help Desk |
| 8:00 - 9:30 am | Breakfast & Networking |
| 9:30 - 9:45 am | Welcome, Land Acknowledgement |
| 9:45 - 10:15 am | Speed Networking/Morning Energizer |
| 10:15 - 10:30 am | Setting Intentions |
| 10:30 - 11:00 am | Break |
| 11:00 - 12:15 pm | Giving Data the Attention It Deserves: Creating a Data Integrity Plan Mary Kadzielski, Philanthropy.io Mya Goodman, GivingData Anne Hossner, GivingData
Death, Taxes, and Change Management: Life’s Only Guarantees Katlin Stansfield, The Tepper Foundation Sara Reeves, Trellis Foundation Raegan Nicholson, Mat-Su Health Foundation
Level Up Your GivingData Site: Insider Tips for Admins Stacey DaBaldo, 1892 consulting Claudia Ellebrecht, GivingData |
| 12:15 - 12:30 pm | Break |
| 12:30 - 2:00 pm | Lunch & State of the Union |
| 2:00 - 2:15 pm | Break |
| 2:15 - 3:30 pm | Renewals: Reducing Grantee Burden & Streamlining Processes (30-minute short talk*) Raegan Nicholson, Mat-Su Health Foundation
Implementation Phase 2: Keeping the excitement alive after the magic wears off (30-minute short talk*) Alicia Baird, Strada Education Foundation
From Vision to Reality: Leveraging GivingData for a Common Application and Collaborative Grantmaking (30-minute short talk*) Alexandria Featherston-Gomez, Kenneth Rainin Foundation
*30-minute short talks given twice with a 15-min break in between |
| 3:30 - 3:45 pm | Break |
| 3:45 - 5:00 pm | Self-Organized Time (Discussion Groups/Networking) |
| 3:45 - 5:00 pm | From the Labs/For the Labs |
| 3:45 - 5:00 pm | Office Hours |
| 6:00 - 7:30 pm | Offsite Reception National Center for Civil and Human Rights |
Day 2: Thursday, September 26
| 7:00 - 5:00 pm | Registration/Help Desk |
| 8:00 - 9:15 am | Breakfast & Networking/Self-Organized Breakfast Tables |
| 9:15 - 10:30 am | The GivingData Renovation Anna Cate Chavez, James Graham Brown Foundation Anne Hossner, GivingData Jeremiah Tan, GivingData
To the Point: How Foundations Use GivingData to Inform Strategic Reflections, Measure Impact, and Communicate Results Mary Kadzielski, Philanthropy.io
Advanced Workflows Neha Jindia, GivingData Blair Stenzel, GivingData |
| 10:30 - 11:00 am | Break Thank you 1892 Consulting for sponsoring this coffee break! |
| 11:00 - 12:15 pm | "The Best Investment You’ll Ever Make:” Two Foundations’ Perspectives with the BI Database Add-On Richelle Pittella, Conrad N. Hilton Foundation Karissa Oien, Conrad N. Hilton Foundation Astrid Gomes, Houston Endowment Madeleine Keogh, Philanthropy.io
Working Smarter, Not Harder with Super Docs Stacey DaBaldo, 1892 consulting
Teamwork Tango: Sustaining Synergy Through Change (30-minute short talk) Beth Harris, Meyer Foundation |
| 12:15 - 12:30 pm | Break |
| 12:30 - 2:00 pm | Lunch & Keynote Frank Fernandez, Community Foundation for Greater Atlanta Katrina Mitchell, United Way of Greater Atlanta Julianna Cagle, The Goizueta Foundation |
| 2:00 - 2:15 pm | Break |
| 2:15 - 3:30 pm | Creating Standard Operating Procedures with Workflow-Based Process Documentation Astrik Tenney, Strada Education Foundation Mary Kadzielski, Philanthropy.io Jen Ruffner, Summit Foundation M.J. Thorne, The Goizueta Foundation Aaliya Ahmed, Quadrature Foundation
Embracing Risk: How to Calculate and Mitigate Risks Worth Taking Radhika Shah, BDO USA
Paying for the Privilege: Living Our Values Through Stakeholder Compensation (30-minute short talk) Alexandria Featherston-Gomez, Kenneth Rainin Foundation Miyesha Perry, Kenneth Rainin Foundation |
| 3:30 - 4:00 pm | Break |
| 4:00 - 5:15 pm | From the Labs/For the Labs (Encore) |
| 4:00 - 5:15 pm | Self-Organized Discussion Groups |
| 4:00 - 5:15 pm | Office Hours |
| 6:30 - 8:30 pm | Dine Arounds |
Day 3: Friday, September 27
| 7:00 - 3:00 pm | Registration/Help Desk |
| 8:30 - 9:30 am | Breakfast & Networking |
| 9:30 - 10:45 am | Navigating GivingData: A Journey of Growth and Transformation Meron Kasahun, Perigee Fund Sophia Rangel, Perigee Fund Leslie S. Ramirez Clemente, Perigee Fund
Advanced Track: Super Search & Reports Tool Anne Hossner, GivingData Aaron League, GivingData
Strengthening Grantee Relationships & Data for Enhanced Impact Kiva Thompson, UpMetrics |
| 9:30 - 10:45 am | Office Hours |
| 10:45 - 11:15 pm | Break Thank you UpMetrics for sponsoring this coffee break! |
| 11:15 - 12:00 pm | Awards/Closing Remarks |
| 12:00 - 1:30 pm | Boxed Lunch |
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