CCAH’s Pete Carter to Moderate DMAW Lunch and Learn Session on Lessons in Successful CRM Database Transitions

11/3/16

WHAT: Nonprofits utilize their constituent relationship management (CRM)systems to manage and track member and donor information, including postal and email addresses, phone numbers, donations, communication and involvement history. Using comprehensive data about their constituents allows organizations to drive more effective engagement efforts and improve results.For a variety of reasons, organizations sometimes decide to move their database to a new system, which is always a major undertaking.

To help guide organizations planning to move their CRM database, the Direct Marketing Association of Washington (DMAW) will hold a Lunch and Learn session titled “Moving Your CRM Database Without Losing Your Sanity or Your Job: Lessons from the Front Line.” Attendees will hear accounts and tips from a panel of experts who have first-hand experience with database transitions.

Attendees will gain the following four key takeaways:

  • 1.The different phases of a database transition
  • 2.How long organizations should expect to be without access to data
  • 3.How to keep the transition moving on schedule
  • 4.How to make sure key stakeholders are on board with the transition and its impact


WHO: Pete Carter, principal and senior vice president of CCAH, an award-winning multichannel direct response firm specializing in nonprofit fundraising, will moderate the discussion. Since joining CCAH in 1995, Pete has raised hundreds of millions of dollars for a variety of nonprofits and associations, including People For the American Way, American Association of University Women, The World Jewish Congress Foundation and United Cerebral Palsy. He supervises the overall integration of direct mail, telemarketing and digital media for his clients, developing annual budgets and assuring that all the parts work together, from concept to implementation.

The Lunch and Learn’s panel of experts will include:

  • Brandon Hemel, senior director, data strategy and management, WETA
  • Rose Simmons, director of direct marketing, the League of Women Voters
  • Vinnie Wishrad, senior vice president, membership and online engagement, League of Conservation Voters


WHEN: Thursday, November 17, 2016, 12:00–2:00 p.m. EST

WHERE:

Old Ebbitt Grill
675 15th Street, NW
Washington, DC 20005

For Attendees: For more information and to register, please visit the Lunch and Learn page on DMAW’s website:http://bit.ly/2cLUQoX

About CCAH

For more than 25 years, CCAH has been on the forefront of the ever-changing direct marketing industry with award-winning innovations in direct mail, telemarketing, online and mobile integration. The company’s team of seasoned strategists and creative developers delivers results for some of the largest and most recognized nonprofit organizations worldwide. CCAH has offices in Arlington, Va., and San Francisco. For more information, please visit www.ccah.com.

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