K12 Program cover

Program Information

WELCOME I’d like to welcome everyone to the 2015 Blackbaud K–12 User Conference. It’s exciting to have the opportunity to meet so many new schools and provide a setting where people from around the country can meet and share ideas. Our more than 70 product training and best practice sessions offer an opportunity to learn from your peers and industry experts and ignite ideas for the upcoming school year. Stop by and introduce yourself to the executive team and myself throughout the conference. Now let’s get learning!

Travis Warren, President, K–12 Private Schools

We’d like to thank our conference sponsors:Please see the Conference Center map insert for exact locations.

SPONSORS

AGENDA AT A GLANCETUESDAY, JULY 76:00—8:00 P.M. Registration (in Commonwealth Lobby)

WEDNESDAY, JULY 87:00 A.M. Registration (in Commonwealth Lobby)

7:30—8:30 A.M. Breakfast

8:45—9:45 A.M. Welcome & Keynote

9:30 A.M. Expo Hall 10:00 A.M.—1:00 P.M. Advisor Meeting

10:00 A.M.—4:00 P.M. On-Site Customer Support

10:00 A.M.—5:30 P.M. Breakout Sessions

11:45 A.M.—1:00 P.M. Lunch & Exhibit Hall

1:15—2:15 P.M. Keynote 2 5:30—6:45 P.M. Networking Reception

THURSDAY, JULY 97:30 A.M. Registration (in Commonwealth Lobby)

8:00—9:00 A.M. Breakfast

9:00—9:55 A.M. General Session

9:30 A.M. Expo Hall 10:00 A.M.—4:00 P.M. On-Site Customer Support

10:00 A.M.—4:45 P.M. Breakout Sessions

12:00—1:30 P.M. Lunch & Exhibit Hall

FRIDAY, JULY 108:00—9:00 A.M. Breakfast

9:00—9:45 A.M. Open Space Kickoff

9:45 A.M.—12:00 P.M. Open Space Sessions

12:00—1:00 P.M. Lunch

MEETING ROOM DIRECTORY

Download the K–12 UC15 app for session descriptions, presenter information, and more.

PLAZA LEVEL

CityviewSkylineHarborview BallroomNorth EndSouth EndDartmouthHarborsideAtrium Lobby

HARBOR LEVEL

Waterfront BallroomsCambridgeBeacon HillCommonwealth HallCommonwealth Lobby

MEZZANINE LEVEL Back BayFederalAmphitheaterCongress Boardroom

DIAMOND SPONSORS

GOLD SPONSOR EXHIBITORS

Join Attend on Thursday, July 9, at 1:30 p.m. in the amphitheater for a special showcase session.

Open Space SessionsHave something to say? Let it out at the open space sessions on Friday. After the best practice and training sessions, we’ll open up the floor for you to drive the conversation. What will we talk about? Anything you want! This is your chance to create, schedule, and lead what’s important to you in a small group setting.

4:45—5:30 P.M. Breakout Sessions

WEDNESDAY, JULY 8 PRODUCT TRAINING SESSIONS

10:00—10:45 A.M. Breakout Sessions

Official Notes in onRecordZach Limoges, Blackbaud

Updating Your Website Pages with onMessageJake Tingley, Blackbaud

Application and Inquiry Form BasicsSarah Bienvenue, Blackbaud

Group SetupHeather Woolfrey, Blackbaud

Cambridge Complex Cityview 1 Waterfront 1 Cityview 2

2:30—3:15 P.M. Breakout Sessions

Schedule Maker and ConductZach Limoges, Blackbaud

On Trend: How to Keep Your Website’s Look and Feel CurrentJake Tingley, Blackbaud

New Year, New Contracts: How to Create Re-Enrollment FormsSarah Bienvenue, Blackbaud

Academic Groups: Assignments, Assessments, Annotation, and Graded DiscussionHeather Woolfrey, Blackbaud

Cambridge Complex Cityview 1 Waterfront 1 Cityview 2

Core Education Edge Raiser’s Edge Financial Edge

Core and Integration RoadmapJanet Wittenberg, Jackie Christensen, and Julia Wilson, Blackbaud

Building Report Cards and Transcripts in Education EdgeDeadra Elliott, Blackbaud

Managing Donations in Raiser’s Edge (Web and Database Options)Chris Sanders, Blackbaud

Raiser’s Edge NXT and Financial Edge NXT: The Next Era of FundraisingMike Packard, Blackbaud

Amphitheater Back Bay Complex Waterfront 2 Federal Complex

3:15—3:45 P.M. Break and Expo Hall Harborview Ballroom

3:45—4:30 P.M. Breakout Sessions

11:45 A.M.—1:00 P.M. Networking Lunch Commonwealth CD

1:15—2:15 P.M. Keynote 2 Commonwealth AB Travis Warren, Cory Kennedy, Jackie Christensen, Mark Sargent, and Brenda Noiseux, Blackbaud

11:00—11:45 A.M. Breakout Sessions

Schedule and AttendanceZach Limoges, Blackbaud

Mastering Your Website: How to Change Up the Look of Your WebsiteJake Tingley, Blackbaud

Candidate ChecklistsSarah Bienvenue, Blackbaud

Group Pages: Bulletin Boards, Topics, and RostersHeather Woolfrey, Blackbaud

Cambridge Complex Cityview 1 Waterfront 1 Cityview 2

Core Education Edge Raiser’s Edge

Forms, Forms, and More FormsAaron Richards, Blackbaud

Data Extraction Tips for Education EdgeDeadra Elliott, Blackbaud

Raiser’s Edge NXT and Financial Edge NXT: The Next Era of FundraisingMike Packard, Blackbaud

Waterfront 3 Back Bay Complex Waterfront 2

Keeping Track of Student Medical HistoryZach Limoges, Blackbaud

onMessage and onBoard RoadmapJanet Wittenberg and Brenda Noiseux, Blackbaud

Athletic Groups: Team ManagementHeather Woolfrey, Blackbaud

Cambridge Complex Amphitheater Cityview 2

Core Education Edge Financial Edge

Keeping Everyone in the Loop: How to Update Your Resource Board Aaron Richards, Blackbaud

On the Move: How to Export Data from Education Edge for onRecordChris Sanders, Blackbaud

Financial Edge Visual Chart OrganizerMike Packard, Blackbaud

Waterfront 3 Back Bay Complex Federal Complex

WEDNESDAY, JULY 8 PRODUCT TRAINING SESSIONS

onCampus and onRecord RoadmapJackie Christensen and Mark Sargent, Blackbaud

It’s All About the ContentJake Tingley, Blackbaud

onBoard Reporting: Work Lists, KPI Board, and ReportsSarah Bienvenue, Blackbaud

Amphitheater Cityview 1 Waterfront 1

Core Education Edge Raiser’s Edge Financial Edge

What’s on the Calendar?Aaron Richards, Blackbaud

Maintaining a Healthy Database in Education EdgeDeadra Elliot, Blackbaud

Connect Raiser’s EdgeChris Sanders, Blackbaud

Billing Made SimpleMike Packard, Blackbaud

Waterfront 3 Back Bay Complex Waterfront 2 Federal Complex

7:00—10:00 A.M. Registration Commonwealth Lobby

7:30—8:30 A.M. Breakfast Commonwealth CD

8:45—9:45 A.M. Welcome Travis Warren, Blackbaud Commonwealth AB Keynote John Palfrey, Phillips Academy, Andover

9:30 A.M.—4:30 P.M. Expo Hall Harborview Ballroom

9:45—10:00 A.M. Break Harborview Ballroom

10:00 A.M.—1:00 P.M. Advisor Meeting Skyline

10:00 A.M.—4:00 P.M. On-Site Customer Support Beacon Hill Complex

Core Education Edge Raiser’s Edge Financial Edge

Understanding Your User Management ToolsAaron Richards, Blackbaud

Advanced Scheduling in Education EdgeChris Sanders, Blackbaud

Raiser’s Edge Database Cleanup TipsDeadra Elliott, Blackbaud

Financial Edge and Raiser’s Edge Account Integration TipsMike Packard, Blackbaud

Waterfront 3 Back Bay Complex Waterfront 2 Federal Complex

5:30—6:45 P.M. Networking Reception Harborview Ballroom

11:15 A.M.—12:00 P.M. Breakout Sessions

Fundraising Business Management

Student Information Management

Marketing & Communication

Integrating Raiser’s Edge with “on” Products Jennifer Grimm, Graland Country Day School

Budget Management in Financial Edge Mike Packard, Blackbaud

The Ripple Effect of Successful Implementation Mark Sargent, Blackbaud and Elizabeth Preston, Groton School

Rock Your School’s Website Peter Baron, Blackbaud and Stacy Jagodowski, Cheshire Academy

Waterfront 2 Back Bay Complex Cambridge Complex Cityview 1

Content Management Teaching & Learning Admissions & Enrollment

Using Resource Boards to Their Maximum Potential Lisa Taylor, Berkelely Hall School

Building an Online School Community Hans Mundahl, Hans Mundahl & Associates and Aron Back, New Canaan Country School

Rethinking the Admission Funnel Sunaina Khanna and Kate Auger-Campbell, SSATB

Cityview 2 Waterfront 1 Waterfront 3

10:00—10:45 A.M. Breakout Sessions

Fundraising Business Management

Student Information Management

Marketing & Communication

Raiser’s Edge Best Practices for K–12 SchoolsBill Connors, Consultant

Making the Connection with Your School LeadersTravis Warren, Blackbaud

Behind the Scenes: Data CoordinationSteve Sandifer and Scott Ardill,The John Cooper School

Inbound Marketing Best PracticesLeah Fitzgerald, Hubspot and Scott Allenby, Proctor Academy

Waterfront 2 Back Bay Complex Cambridge Complex Cityview 1

12:00—1:30 P.M. Networking Lunch Commonwealth Complex12:00—1:30 P.M. Networking Lunch Commonwealth Complex

Content Management Teaching & Learning Admissions & Enrollment

Increasing Your Email Marketing Impact Stacy Jagodowski and Caitlin Garzi, Cheshire Academy

Learning Never Stops When You’re Connected Lorri Carroll, Hamden Hall School

How to Scale Your Video Production Chris Lavigne, Wistia

Cityview 2 Waterfront 1 Waterfront 3

10:45—11:15 A.M. Break Harborview Ballroom

THURSDAY, JULY 9 BEST PRACTICE SESSIONS1:30—2:15 P.M. Breakout Sessions

Fundraising Business Management

Student Information Management

Marketing & Communication

Turning Your Newly Enrolled Families into Annual DonorsAngela May, Denver Academy

The Future of Student BillingJulia Wilson, Blackbaud

Master Schedule BasicsLeanne Vitanzo, Blackbaud

How to Keep Pace When You Have a Small TeamAngela Benard, Norfolk Christian Schools

Waterfront 2 Back Bay Complex Cambridge Complex Cityview 1

Content Management

Teaching & Learning

Admissions & Enrollment

Spotlight

The School’s Guide to Modern Design TrendsCorwin Bermudez, Blackbaud

Augmented Reality in the ClassroomKinshasa Msola, St. Martin’s Episcopal School

How Predictive Modeling Impacts Your EnrollmentMatthew Evans, Saint Mark’s High School

Elevating the Event ExperienceCourtney Pierce, Attend

Cityview 2 Waterfront 1 Waterfront 3 Amphitheater

2:30—3:15 P.M. Breakout Sessions

Fundraising Business Management

Student Information Management

Marketing & Communication

Converting Parents into Cheerleaders and DonorsWill Redway and Chris Sanders, Blackbaud

Payment Processing SimplifiedSandra Leturgez and Janet Wittenberg, Blackbaud

Winning Your Faculty Over Hans Mundahl, Hans Mundahl & Associates

The Cold Never Bothered You AnywayRyan Vemmer, Moses Brown School

Waterfront 2 Back Bay Complex Cambridge Complex Cityview 1

Content Management

Teaching & Learning

Admissions & Enrollment

Spotlight

Best Practices for Launching a New WebsiteDaren Worcester, Blackbaud

Making Room for a MakerSpaceCurt Lewellyn and Will Tuttle, The Fessenden School

The New “Financial Aid Family”Kristen Power, NAIS

Tools to Increase Fundrais-ing and EngagementMarc A. Pitman, FundraisingCoach.com

Cityview 2 Waterfront 1 Waterfront 3 Amphitheater

3:15—4:00 P.M. Break Harborview Ballroom

4:00—4:45 P.M. Breakout Sessions

Fundraising Business Management

Student Information Management

Marketing & Communication

Increasing Your School’s Fundraising by 20% or MoreLeanne Vitanzo, Blackbaud and Marc A. Pitman, FundraisingCoach.com

Trends in Affordability and DemandKristen Power, NAIS

Discovering Discovery and Graduation RequirementsMark Sargent and Carolyn Davy, Blackbaud

An Independent School’s Guide to SEODaren Worcester and Corwin Bermudez, Blackbaud

Waterfront 2 Back Bay Complex Cambridge Complex Cityview 1

Content Management

Teaching & Learning

Admissions & Enrollment

Spotlight

School Forms 101Susan Morgan and Jill Atkinson Shore Country Day School

‘Keeping it Real’ with Middle School StudentsDyvar Anderson, Sinai Akiba Academy

Tips for Adopting an Enroll-ment Management SystemSarah Bienvenue and Nathalie Miller, Blackbaud & Berkeley Hall School

The Entrepreneurs: A True Babson StoryGene Begin, Babson College

Cityview 2 Waterfront 1 Waterfront 3 Amphitheater

THURSDAY, JULY 9 BEST PRACTICE SESSIONS

7:00—10:00 A.M. Registration Commonwealth Lobby

8:00—9:00 A.M. Breakfast Commonwealth CD

9:00—9:55 A.M. General Session Travis Warren and Kevin Mooney, Blackbaud Commonwealth AB

9:30 A.M.—4:30 P.M. Expo Hall Harborview Ballroom

10:00 A.M.—4:00 P.M. On-Site Customer Support Beacon Hill Complex

Get pumped for bbcon 2015! Connect with, learn from, and celebrate more than 2,000 members of the philanthropic community. Plus, enjoy content tailored to your unique needs, including game-changing sessions, live demos, and inspiring keynotes.

Save now with an exclusive registration discount for Blackbaud customers—use promo code WHBBCON2015 when registering.

OCT. 26–28 | AUSTIN, TX

© 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc.

All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other product names appearing herein are trademarks or registered trademarks of their respective owners.

Blackbaud, Inc. reserves the right to make improvements in this document at any time, without notice or obligation. Conference titles, times, content, and descriptions are subject to change.

FRIDAY, JULY 10 OPEN SPACE SESSIONS

8:00—9:00 A.M. Breakfast Commonwealth CD

9:00—9:45 A.M. Open Space Kickoff Commonwealth AB Hans Mundahl, Hans Mundahl & Associates

9:45—10:30 A.M. Open Space Session Small Group Breakouts

10:30—10:45 A.M. Break Harborview Ballroom

10:45—11:30 A.M. Open Space Session Small Group Breakouts

11:30 A.M.—12:00 P.M. Open Space Wrap Up Commonwealth AB

12:00—1:00 P.M. Lunch Commonwealth CD

Room assignments for small group breakouts will be communicated during kickoff.