The Informed Buyer's Workshop

What Nonprofit Leaders Should Know Before Making Their Next Technology Decision

Rescheduled: October, Date TBD | Salesforce Tower, Chicago

Whether you’re just starting to feel the ceiling of your current CRM or AMS, ankle-deep in selection, or somewhere in between and not sure where to start, this is your day get clear on where you stand, what you need, and how to move forward – with peers who are asking the same questions.

In this half-day working session for association and nonprofit leadership, we’ll equip you with the questions, frameworks, and perspectives you need to run a smarter selection process and bring a confident recommendation back to your board.

Make your next technology decision with confidence. Register now!

The technology has changed. Has your selection process kept up?

CRM and AMS decisions tend to go awry before the first demo is ever scheduled. The goals aren’t clear, the team isn’t ready, and the evaluation criteria are built around replacing what exists rather than building for where you’re headed next. 

And even for organizations with a solid process in place, what’s available, what’s possible, and what you should be asking for looks very different from what it did 10 or 15 years ago.

This session is designed to close both gaps, helping you run a more rigorous process while giving you an updated picture of what the market looks like today. By focusing on “why” and “what” before moving on to the “how”, you’ll be ready to run a smooth and effective transition.

After the workshop, you’ll be able to:

  • Articulate what your organization really needs from its next system in terms that resonate with your team and vendors alike.
  • Assess your team’s readiness and create a plan for closing gaps.
  • Evaluate platforms on what matters for your future: architecture, extensibility, and AI-readiness.
  • Consider the full range of options, including approaches that didn’t exist the last time you went through this.

Agenda at a Glance

9:00 | Check-in and Networking

Meet your peers and get settled in for a morning of learning.

9:15 – 9:45 | Executive Roundtable Breakfast

We’ll set the tone for the day and get a read of where everyone is in their process. Then we’ll work together to build a priority plan for the day ahead.

9:45 – 10:15 | Readiness Assessment

Identify the most common points of failure and work through an audit of your long-term goals, current state, and the gaps between them.

10:15 – 11:00 | Skill Alignment Workshop

Map your team’s current capacity and capability against what your goals require, and begin to build a plan to close the gap.

11:00 – 11:45 | System Evaluation Workshop

Learn to evaluate technology against a framework that prioritizes your future state: architectural fit, extensibility, and readiness for AI tools.

11:45 | Lunch

A preview of new technology and emerging paths forward, including approaches that fall outside the traditional AMS model.

12:00 – 12:30 | A Look at New Approaches

Learn to evaluate technology against a framework that prioritizes your future state: architectural fit, extensibility, and readiness for AI tools.

12:30 – 1:00 | Identifying Your Next Steps

Leave with something concrete to complete in the next 30 days.

Meet the Workshop Leaders!

Rebecca Achurch

Chief Executive Officer | Achurch Consulting

Jeffrey Golembiewski

Chief Revenue Officer | fusionSpan

Rebecca Duff

Director of Client Services | Achurch Consulting

Scott Woodfill

Account Executive | fusionSpan

Workshop Presented By: