Six Institutions, One Story: Reporting Lessons from CRM Adoption
1:30 PM - 2:30 PM PT
Speaker(s): Christopher Campbell, Senior Managing Director, Advancement Solutions, The University of New Mexico Foundation, Adam Dowell, Manager, Analytics, Attain Partners, Aaron McIntire, Senior Director of Business Intelligence & Analytics, Oklahoma State University Foundation
Competencies: Business and Financial AcumenStrategic Thinking
Experience Level: Level 4- Senior/ Experienced Mid Level Career
Elective Session
What happens when six advancement organizations take on CRM transformation—and reimagine their reporting environments in the process? This session distills insights from a cross-institutional market assessment focused on advancement-specific CRM implementations. Learn how each organization approached data strategy, reporting architecture, and governance to drive decision-making, foster cultural change, and improve fundraising outcomes. Whether you're planning a CRM rollout or optimizing post-launch analytics, this session offers practical lessons, strategic frameworks, and real-world examples to elevate your advancement reporting.