Wednesday July 30, 2014 from 9:00 AM to 11:00 AM EDT

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Additional Program Information

Delivery Method:  Group Live 
Program Level: Basic 
CPE Credit:  2 Hours 
Prerequisites: None 
Advance Preparation: None
Who Should Attend:  CEOs, CFOs, Chief Membership Officers, and Chief Technology Officers


Tate & Tryon CPAs and Consultants 
2021 L Street, NW
10th Floor Conference Room
Washington, DC 20036

Metro: Farragut North (use L Street exit)

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Lauren Malone 
Tate & Tryon 
Encore Presentation of
A Holistic Approach to Data Management: Using the CRM/ AMS/ Donor Database to Achieve Your Strategy

Wednesday, July 30, 2014
8:30 am - 9:00 am:   Registration & Breakfast
9:00 am - 11:00 am: Speaker Presentations

Our research of nonprofits reveals that:

  • Less than half (47%) of nonprofits consult their strategic plan when deciding which metrics to collect
  • Only 1 in 4 nonprofits say their website, CRM or AMS, and accounting system are fully integrated
  • Only 1 in 4 nonprofits feel they are very effective in capturing and reporting data from their CRM/AMS/Donor system
  • Nearly 4 out of 10 organizations have finance departments minimally involved or not involved in the selection of the CRM/AMS/Donor system

Discover why we find these statistics troubling by joining us for a free session that reviews how to help your organization improve performance and maximize efficiencies in its data management approach.  We will share real-life examples that demonstrate why business strategy should drive software selection and will describe the capabilities of a Customer Relationship Management (CRM) system/ Association Management System (AMS)/ Donor Database.  Specific topics include:

  • Competencies and perspectives required to successfully execute a holistic data management strategy
  • Conducting a needs assessment and selecting meaningful metrics
  • Business process best practices
  • CRM and AMS: What to expect and what can they do today?
This seminar is best suited for executive management within the organization who are involved with designing and implementing strategy.  Participants may include CEOs, CFOs, Chief Membership Officers, and Chief Technology Officers.  



Lauren Malone, MA, Director of Strategic Research at Tate & Tryon

Lauren Malone leads Tate & Tryon's suite of Strategic Research resources and services, which help nonprofits translate goals into performance expectations designed to ensure mission success.  Her whitepapers, benchmarks, interactive tools, and seminars provide the guidance nonprofit leaders need to operate efficiently and demonstrate accountability to stakeholders.  Lauren has extensive experience supporting executives in the public and private sectors with survey and best practice research, dashboard development, and program evaluation. 

Christopher McCarthy, MCP, Principal and co-founder of T3 Information Systems

Christopher McCarthy utilizes a broad range of technical skills combined with business and analytical knowledge to provide clients with excellent and complete software solutions.  He is proficient in process efficiency design, system integration, merger and acquisition information planning, and compliance and control achievement.  Christopher has serviced the accounting software needs of clients for more than 13 years and possesses seven Microsoft Dynamics certifications. 

Wes Trochlil, President, Effective Database Management

For nearly 25 years, Wes Trochlil has worked in and with nearly 200 associations, non-profits, and membership organizations throughout the US, Canada, and Australia, ranging in size from zero staff to over 700. In that time Wes has provided a range of consulting services, from helping organizations select and implement data management systems, to using the database and data for improved marketing and communications, and advancing the organization’s mission. Having written over 100 articles and hundreds of blog posts, Wes is the most published author on data management in the association market. In addition to his articles, Wes is also the author of “Put Your Data to Work: 52 Tips and Techniques for Effectively Managing Your Database,” published by ASAE.


Tate & Tryon CPAs & Consultants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting the web site: www.nasba.org.