PRESENTATIONS
Considering a New Grants Management System? Navigating the Potential Pitfalls
PEAK Grantmaking New York Regional Chapter and Philanthropy New York (PNY)
October 8, 2019
The Ford Foundation Building, New York, NY

Avoiding and Solving Problems Selecting and Implementing Integrated Philanthropic Information Systems
Presentation and roundtable discussion
Technology Affinity Group (TAG) Annual Conference - November 7, 2018
Tucson, AZ

Successful Strategies for Implementing New Integrated Philanthropic Systems
Presentation and roundtable discussion
Technology Affinity Group (TAG) Annual Conference - November 2017
New Orleans, LA

Packing Up and Moving On(line): How to Select and Successfully Implement the Right One for Your Grantmaking Organization
Grants Managers Network (GMN) Annual Conference - March 2017
Hollywood, CA

Lessons Learned Implementing Grant Management Systems: Promises & Pitfalls
Technology Affinity Group (TAG) Annual Conference - November 2016
St. Pete Beach, FL

Philanthropic Foreign Policy: Global Due Diligence Challenges and Resources
bbcon - October 2016
National Harbor, MD

The Technology Puzzle – Managing Employee and Grants Data
Committee Encouraging Corporate Philanthropy (CECP) 2016 Summit Conference - May 2016
New York, NY

Lessons Learned from Implementing a New Grants Management System
Grants Managers Network (GMN) Annual Conference - March 2016
New Orleans, LA
 

Strategies and Deal Breakers for Choosing an Integrated Grants Management System
Grants Managers Network (GMN) Annual Conference - March 2015
Washington, DC


Selecting and Implementing Cloud-based Services with your Integrated Foundation Information System

Technology Affinity Group (TAG) Annual Conference - November 2014
Miami, FL

Selecting and Implementing Hosted Cloud-Based Integrated Foundation Information Systems
Grants Managers Network (GMN) Annual Conference - March 2014
San Diego, CA

Cloud Computing: How to Select & Migrate to a Fully Web-Based Integrated Foundation Information System
Technology Affinity Group (TAG) Annual Conference - November 2013
Austin, TX

Strategic Planning for Your Next Generation Integrated Foundation Information System
MESC - October 2013
Denver, CO

An Overview of International Grantmaking and Key Trends
MESC - October 2013
Denver, CO

Packing Up and Moving On(line): Selecting and Migrating to a Fully Web-Based Information System
Grants Managers Network (GMN) Annual Conference - March 2013
St. Petersburg, FL

Digital Dashboards: Best Practices and Lessons Learned
Grants Managers Network (GMN) Annual Conference - March 2013
St. Petersburg, FL

Selecting & Implementing Integrated Grants Management Systems in 2012: Promises & Pitfalls
Technology Affinity Group (TAG) Annual Conference - November 2012
Monterey, CA

Integrating GIFTS with External Services to Streamline Your Grantmaking Operations
MESC - October 2012
Baltimore, MD

Making International Grants
MESC - October 2012
Baltimore, MD

Digital Dashboards: Putting you in the driver's seat
Grants Managers Network - New York Regional Chapter - April 2012
New York, NY

Selecting and Implementing Integrated Grants Management Systems in 2012: The Promises and Pitfalls
Grants Managers Network Annual Conference - March 2012
San Antonio, TX

IRS Requirements: What International Funders Need to Know
Grantmakers Without Borders - June 2011
New York, NY

International and Culturally Sensitive Grantmaking: Cultural Contexts and Operational Mechanics
Grants Managers Network NY Regional Meeting- May 2011
New York, NY

Taking Your Programs Global
JK Group Forum - April 2011
Princeton, NJ

Giving Globally: NGOsource Update and What Foundations Need to Know
Council on Foundations Annual Conference - April 2011
Philadelphia, PA

Key Factors in Selecting and Successfully Implementing an Integrated Grants Management System
Grants Managers Network - January 2011
New York, NY

Latest Trends in Integrated Grants Management Software and Services
Grants Managers Network New England Regional Chapter - October 2010
Boston, MA

Establishing a Centralized NGOsource Repository of Equivalency Determination Information on Non-U.S. Based NGOs
Council on Foundations Annual Conference - April 2010
Denver, CO

What’s New in Grants Management Software and Services
Grants Managers Network Annual Conference - March 2010
Baltimore, MD

Establishing a Centralized NGOsource Repository of Equivalency Determination Information on Non-U.S. Based NGOs
Grants Managers Network Annual Conference - March 2010
Baltimore, MD

Equivalency Determination and the Centralized Repository
Council on Foundations - December 2009
Webinar

What’s New in Grants Management Software?
Technology Affinity Group (TAG) Annual Conference - November 2009
San Antonio, TX

Grants Management Software: Choosing the Right Integrated System for Your Company and Corporate Foundation
Associated Grantmakers - October 2009
Waltham, MA

Creating and Publishing Interactive Maps and Charts of Your Grant Information: Seeing Trends and Making Better Decisions
Grants Managers Network Annual Conference - March 2009
Denver, CO

Centralized Repository of Information on Non-U.S. Based NGOs: Project Status Report
Council on Foundations International Committee - March 2009
Washington, DC

Interactive Maps and Charts for Grantmakers
Grants Managers Network Regional Conference - November 2008
New York, NY

Centralized Repository of Information on Non-U.S. Based NGOs: Project Status Report
Grants Managers Network Regional Conference - November 2008 / March 2009
New York, NY / Denver, CO

Knowing Your E-Sources: Online Resources for Grantmakers
Technology Affinity Group (TAG) Annual Conference - November 2008
Miami, FL

Best Practices in Using Technology to Improve and Streamline Your Grantmaking Operation
Conference of Southwest Foundations - October 2008
Dallas, TX

Key Trends and Effective Ways to Leverage Technology for Your Corporation
Council on Foundations Philanthropy Solutions Corporate Grantmaker Roundtable - October 2008
Dallas, TX

Knowing Your E-Sources: Online Resources for Grantmakers and Grantseekers
MicroEdge Solutions Conference - October 2008
Las Vegas, NV


Establishing a Centralized Repository of Information on Non-U.S. Based NGOs: A Progress Report
Council on Foundations - May 2008
Philanthropy's Vision: A Leadership Summit
National Harbor, MD

Knowing Your E-Sources: Online Resources for Grantmakers
The Southern California Regional Grants Managers Network - April 2008
Woodland Hills, CA

An Overview of Online Information Resources for Grantmakers and Grantseekers
Grants Managers Network (GMN) Conference - April 2008
Chicago, IL

Things You've Always Wanted to Do with GIFTS But Didn't Know That You Could
MicroEdge Solutions Conference - November 2007
Miami, FL

Simplifying Cross-Border Grantmaking: A Briefing and Discussion for International Grantmakers
Council on Foundations 58th Annual Conference
Washington State Trade & Convention Center - April 2007
Seattle, WA

Centralized Repository of Information on Non-U.S. Based NGOs - Feasibility Study Report
Council on Foundations International Committee - March 2007
Washington, DC

Best Practices in Using Technology to Improve and Streamline Your Grantmaking Operation
Associated Grant Makers Corporate Philanthropy Conference: Smart - Simple - Strategic
Babson Executive Conference Center - March 2007
Wellesley, MA

Key Trends and Innovative Ways to Leverage Technology for Your Foundation
58th Annual Conference of Southwest Foundations - October 2006
Tamaya, NM

Best Practices in International Giving
MicroEdge Solutions Conference - October 2006
Las Vegas, NV

Introduction to Grants Management at the King Baudouin Foundation: Implementing an Integrated Multilingual System
European Foundation Center Conference - May 2006
Brussels, Belgium

Grants Management Software: Choosing the Right Integrated System for Your Foundation
Council on Foundations Annual Conference - May 2006
Pittsburgh, PA

Grantmaking in the Age of the Patriot Act – Best Practices and Compliance Tips
Council of New Jersey Grantmakers and New York Regional Association of Grantmakers - February 2006
Teleconference Seminar

Technologies that Enable Knowledge Management
Technology Affinity Group (TAG) Annual Conference - November 2005
Princeton, NJ

Lessons Learned from a Well-Managed Grant Program
A case study of the Foundation for the National Institutes of Health and the Bill & Melinda Gates Foundation's landmark Grand Challenges in Global Health Program
MicroEdge Solutions Conference - October 2005
Orlando, FL

Knowledge Management for Grantmakers
MicroEdge Solutions Conference - October 2005
Orlando, FL

Technologies that Enable Knowledge Management: Understanding the Options and Taking First Steps
Grantmakers for Effective Organizations (GEO) Knowledge Management in Philanthropy Conference - May 2005
Boston, MA

Innovative Ways to Leverage Technology for Your Foundation: You've Gotta See This to Believe It!
Council on Foundations Annual Conference - April 2005
San Diego, CA

Key Trends and New Technologies for Grantmakers: Promises and Pitfalls
Minnesota Council on Foundations - 2004
Minneapolis, MN

Online Grant Applications: Lessons Learned
Minnesota Council on Foundations - 2004
Minneapolis, MN

Seeking Safe Harbor: Grantmaking and the USA PATRIOT Act
MicroEdge Solutions Conference - October 2004
Boston, MA

Managing a Global Grant Program with GIFTS
MicroEdge Solutions Conference - October 2004
Boston, MA

USA PATRIOT Act and Implications for Grantmakers
Delaware Valley Grantmakers - September 2004
Philadelphia, PA

Beyond Project Management: Create More Impact with What You Know
European Foundation Center Annual Conference - May 2004
Athens, Greece

USA PATRIOT Act and Implications for Grantmakers
Council on Foundations Annual Conference - April 2004
Toronto, Canada

Funding Technology: Lessons Learned
Council on Foundations Annual Conference - April 2004
Toronto, Canada

Googling Your Grantee: What the Web Has to Offer
Grants Managers Network Annual Meeting - April 2004
Toronto, Canada

USA PATRIOT Act Implications for Corporate Philanthropy
Forum on Philanthropy - April 2004
Princeton, NJ

Maximizing the Use of Grants Management Software
Technology Affinity Group (TAG) Annual Conference - November 2003
Washington, D.C.

Managing Mobile Philanthropy
Technology Affinity Group (TAG) Annual Conference - November 2003
Washington, D.C.

Technology and Community Foundations: Strategic Planning for Today and Tomorrow
Community Foundations Annual Conference - October 2003
Baltimore, MD

Key Trends and New Technologies for Grantmakers
Advent/MicroEdge Conference - September 2003
New York, NY

Best Practices in Nonprofit Use of Technology
Rasmuson Foundation sponsored presentation - September 2003
Anchorage, AK

Funding Technology
Philanthropy Northwest Annual Conference - September 2003
Girdwood, AK

New Trends in Technology for Grantmakers
Philanthropy Northwest Annual Conference - 2003
Anchorage, AK

Effectiveness Through Information and Technology
Associated Grant Makers (AGM) - June 2003
Dedham, MA

Broadening Communications: Redesigning Your Web Site To Reach Diverse Constituents
Council on Foundations Annual Conference - April 2003

Grants Management Software: How to Manage Your Existing System in the Midst of Product and Market Changes
Council on Foundations Annual Conference - April 2003

Technology and Community Foundations: Strategic Planning for Today and Tomorrow
Community Foundations Fiscal and Administrative Officers Group (FAOG) - January 2003

Online Grant Applications: Lessons Learned by Early Adopters
Advent/MicroEdge Conference - November 2002

Accessing Your Network and GIFTS Remotely
Advent/MicroEdge Conference - November 2002

Technology and Nonprofits: How Grantmakers Can Help
Ohio Grantmakers Annual Conference - October 2002

Harnessing Technology to Your Advantage
Duquesne University Leadership Institute and Grantmakers of Western Pennsylvania
Nonprofit Summit 2002: Building Your Assets to Thrive in the 21st Century - May 2002

Technology - Not Another Program Area, But a Tool to Enhance and Strengthen the Programs That Your Foundation Supports
San Diego Grantmakers Conference - May 2002

Telecommuting - Teleworking: Is it a Practical Option for You?
Council on Foundations Annual Conference - May 2002

Selecting and Managing Information Technology Consultants
Council on Foundations Annual Conference - May 2002

Grantmakers On-Line: Using Web-based Technology to Advance Your Mission
Ohio Grantmakers Annual Conference - November 2001

Teleworking - Opportunities and Challenges
Advent/MicroEdge Conference - September 2001

Improving Your Grantmaking: Investing in Technology
Jewish Funders Network - March 2001

Optimizing Your Technology Investment
Association of Small Foundations - November 2000

Best Practices of Grantmakers Using the Web to Streamline their Operations and Enhance their Giving Programs
National Institute for Government Innovation Grant Summit 2000 - November 2000

How New Technologies are Likely to Affect Philanthropy in the Coming Decade
The Foundation Center - October 2000

Looking Back to Plan Ahead
The Council of Michigan Foundations 28th Annual Conference - October 2000

Best Practices of Grantmakers Using the Web to Streamline their Operations and Enhance their Giving Programs
The Performance Institute, 2000 National Summit on Online Grants and E-Philanthropy - July 2000

E-Philanthropy: Online Grant Applications
Council on Foundations 50th Annual Conference - May 2000

Hard Choices in Software: Current and Future Grants Tracking Systems
Council on Foundations 50th Annual Conference - May 2000

A 21st Century Perspective - Grantmaking in the New Millennium
Contributions Council of the Conference Board - February 2000

Using Web-based Surveys
Communication Network and Technology Affinity Group - December 1999

Configuration and Optimization of GIFTS for Windows on your Workstation and Network - Helping Your MIS Support Specialists to Help You
Advent Software Fall Conference - September 1998, May 1999, September 1999

Technology Planning and Management for Year 2000 and Beyond
Contributions Council of the Conference Board - September 1998

Gift Administration Services - "To Outsource, or not to Outsource . . . that is the Question"
Contributions Council of the Conference Board - September 1998

Technology Grantmaking and the Nonprofit Community
Council on Foundations 49th Annual Conference - April 1998

Forum of RAGs Workgroup Conferencing System
Forum of Regional Association of Grantmakers - February 1998

Information Technology Utilization - Survey Results and Implications for Grantmakers
Grantmakers of Western Pennsylvania Conference - June 1996

Achieving Program Goals Through Communications: A Look at the Internet and Other Tools
Council on Foundations 47th Annual Conference - April 1996

Future Directions of Information Technologies for Corporate Foundations and Giving Programs
Contributions Council of the Conference Board - February 1996

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