PRESENTATIONS
Successful Strategies for Implementing New Integrated Philanthropic Systems
Technology Affinity Group (TAG) Annual Conference - November 8, 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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