Moving to a Self-Service Reporting Environment (with AASP)

April 18, 2013
Online
2 - 3:15 p.m. Eastern

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Held in partnership with the Association of Advancement Services Professionals

Lehigh University moved from a centralized information access request model to a desktop reporting environment by partnering with advancement users in the annual fund, leadership gifts, research, alumni relations, planned giving and stewardship departments. This webinar takes a look at the steps Lehigh took to move to this model, the lessons learned and the effectiveness and efficiencies gained.

Speaker

Thomas A. Chaves
Assistant Vice-President, Advancement Services
Lehigh University

Thomas Chaves is currently the assistant vice president of advancement services and the assistant campaign director at Lehigh University, where he is building and leading a dynamic information management environment to support Lehigh's advancement operations. Managing a centralized team in a decentralized environment, Chaves strives to effectively and efficiently use technology, process and people to bring valuable information to Lehigh's advancement team. Responsible for information processing, reporting and analytics, prospect research and management, and events management, he brings direction and guidance to major operational support for the advancement organization.

Chaves spent more than 17 years at SunGard Higher Education working with more than 100 Banner clients implement and effectively use of Banner Advancement. He recently chaired the 2012 Summer Institute for Advancement Services and the 2010 CASE Senior Advancement Services conference, is a board member of AASP (Association of Advancement Services Professionals). He finished a nine-year tenure on Albright College's Alumni Association board where he was president the last two years.

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Who Should Attend

• Anyone responsible for building/maintaining a reporting environment for advancement
• Advancement team members who want to understand how a reporting environment can assist them in their jobs
• Advancement services staff who support initiatives for moving/building self-service reporting environments

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Benefits of Attending

• Understand the value of self-service reporting.
• Identify the different levels of self-service reporting.
• Learn how to implement a self-service reporting environment.

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Registration

$195 members (US); $325 nonmembers (US)

Can't attend at the scheduled time?
You can watch this seminar any time on your computer when you purchase a recording of the event, available through the CASE Store. Pre-order a recording of this seminar today.