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2014 Nonprofit Exchange Presentations

Download the presentation decks from the 2014 Nonprofit Executive CRM Exchange, hosted at the Cheeca Lodge & Spa, Islamorada, Florida, from October 15-16. 

Opening Session: The Opportunity of Integrated Constituent Experience

Presented by: Will Bordelon, EVP, Nonprofit Industry Group, Merkle

Expectations and behaviors of constituents continue to evolve, and our missions and organizations must address the opportunity and challenge of adapting to this change. Today’s constituent sees one organization aligned around a cause they share an affinity for. In the past we have had limited tools and capabilities to find these constituents, understand that affinity, and leverage this in support of the mission. Consequently most nonprofits are organized separately around functions to specialize and create efficiency, with the unintended consequence of fragmenting the experience and constraining the value of constituent engagement. As the ecosystem supporting large scale, personalized digital engagement has matured, so has the opportunity to find, understand and develop more engaged relationships with more constituents. But we must also meet their expectation of an integrated experience, demonstrating our understanding and aligned with the mission and the brand. This opening session will set the stage for the Exchange while introducing the opportunity for Integrated Constituent Engagement.

Executive Keynote Presentation

Presented by: Hilary Noon, VP, Marketplace Insight, Experience and Strategy, American Cancer Society

This session will showcase American Cancer Society on their journey toward Integrated Constituent Engagement. We will hear from ACS’ VP of Marketplace Insight, Experience and Strategy on how the organization defined a strategy and began progressing against that vision. The session will explore both the challenges and progress made in planning, capability development, and operating model change. We are all faced with the realities of limited and restricted budgets, organizational alignment, and constraints of our internal teams and partners. ACS will bring this opportunity to life through an organizations experience and perspective.

Module 1: Digital Constituent Experience

Presented by: Melanie Davidson, VP, Digital Strategy, Merkle, and Will Bordelon, EVP, Nonprofit Industry Group, Merkle

This session will introduce Merkle’s perspective on the accelerating rate of change in digital, mobile and social platforms including Facebook, Twitter, Google and your own digital properties. We will explore the increasing addressability of digital engagement and the opportunities and challenges this presents to nonprofit fundraising and the integrated constituent experience with the mission and organization. We will balance the discussion across the “possible” and where the market is going, with the “practical” of how nonprofits can begin building confidence in returns on digital investments and digital migration strategies.

Module 3: Enabling Integrated Constituent Engagement

Presented by: Jennifer Quinlan, VP, Client Partner, Merkle, and Leah Van Zelm, VP, Merkle

Traditional organizational models create incentives and functional silos that make delivery of integrated experiences extremely challenging. This is true within the fundraising and marketing departments but is made even more complex by the need to integrate across other lines of business and supporting functions like IT. The inhibitors of integrated engagement with our constituents exist in our capabilities, processes, organizational structures and even how we set goals, plan and measure. This session will explore how we define that integrated experience, the value to the organization and what is required across capabilities and operating models to enable the integrated constituent experience.