Everywhere automation can be implemented in your association or nonprofit

Webinar details

Automation functionality is already available to associations and nonprofits in commonly-used software and systems – but are you fully leveraging this powerful technology to lessen the manual workload and permit your staff to focus on more strategic imperatives?

Aimed at both nonprofits and associations, this 45-minute webinar overviews the workflow and automation technology available in standard nonprofit and association software, best practices for creating and deploying successful automations, and a list of starter concepts to bring back to your organization.

Key Learning Objectives

• Learn what common nonprofit and association technology – CRMs, AMSs, Office, and more – offer built-in automation functionality
• Familiarize yourself with automations, workflows, and triggers and how they work
• Determine how to evaluate common nonprofit and association business processes to see which might be appropriate for automation
• Learn tips and tricks to easily create automations, and techniques to successfully pilot and deploy them

Lisa Rau co-founded Fíonta in 2001 with Jeff Sullivan, and served as the organization’s CEO until April 2018. She currently serves as Fíonta’s Chairman. Lisa is a well-known thought leader in the nonprofit technology field and continues to provide strategic technology consulting to select clients. Lisa started in Computer Science at the University of California at Berkeley, where she majored in Electrical Engineering and Computer Science, receiving a B.S., continuing on to receive an M.S. as part of the first cohort of graduates of the Berkeley Artificial Intelligence Research (BAIR) group. At BAIR, she was assigned the email address, lisa@berkeley.edu, in the early years of the Internet! She went on to complete her Ph.D. in Computer Science, specializing in Artificial Intelligence.