Nonprofit Notes with Zuri Group

Nonprofit Notes with Zuri Group episodes:

• 09.26.2023

  Salesforce + Zuri Platform Services

  Do you want to know how it works to spin up Salesforce for one Org, including gift processing and the rest of advancement? Join Zuri Group’s Chris Cannon and Ellen Rohwer Pappas as they talk tech with Cheryl Cerny, our...

  
• 09.14.2023

  Establishing a Foundation of Data Literacy for the Future feat. Terry Callaghan

  Join Chris Cannon and Terry Callaghan for an insightful discussion about the criticality of gathering good data, maintaining data governance, and improving data literacy. Terry is a board member for the Association of Advancement Services Professionals (AASP) and a management...

  
• 04.07.2022

  Development Consulting in a River of Change

  Today we chat with Christina Pulawski, where we talk through the nature of Development and Advancement work and how they have expanded in their capacity over time. Join us as we discuss how data and technology have shaped and reshaped...

  
• 04.04.2022

  Community Engagement Through the Arts

  A core facet of the non-profit world is how an organization engages with its community. In this podcast, Jaemi Loeb discusses her experience and insight on building sustainable community engagement through the lens (or rather to the tune) of...

  
• 12.10.2021

  Fundraising Operations Support feat. Amy Bobrick and Kent Grove

  Fundraising is a core pillar of the nonprofit world, and equally important are the operations and processing behind each gift. Maintaining a smooth flow of operations can be challenging, particularly in a time of office and spatial changes. How does...

  
• 12.06.2021

  Why ZuriLabs? feat. Andrew Urban, Patrick Shepard, and Ken Swift

  When you love the work you do and have a talented group of developers on your team, innovation is inevitable. Join us for a discussion with Zuri Group’s Andrew Urban, Patrick Shepherd, and Ken Swift as they discuss the origin...

  
• 11.09.2021

  Data and the Necessity of Context feat. Hawken Brackett

  Good donor data is always an important driver in fundraising, but data is only as helpful as the context made available to those who work with it. How do you convey the value and story of individual supporters in the...

  
• 10.27.2021

  Tailoring the Right System for the Right Organization feat. Joanna Joslyn

  Selecting the right system is essential for successful fundraising. Joanna Joslyn, Zuri Group's resident Salesforce savant, started her career building fundraising software for art-focused nonprofits. Many years and multiple degrees later, she's particularly good at optimizing systems with an eye...

  
• 10.13.2021

  Culture, Comradery, and Competency feat. Chris Campbell

  In 2020, Oklahoma State University Foundation was selected as the second best nonprofit to work for among mid-sized organizations, and fifth overall. This esteemed recognition isn’t happenstance—it is the result of competency, comradery, and strong workplace culture. In this episode...

  
• 09.30.2021

  The CRM Lifecycle Part 4: Stabilizing and Optimizing Post-Implementation feat. Zuri Group's Management Consulting Team

  In the final episode of our four-part CRM lifecycle series, Zuri Group’s Management Consulting team dives into the topic of post-implementation and how to leverage your new system. Tune in as our experts discuss the importance of developing good business...

  
• 09.30.2021

  The CRM Lifecycle Part 3: Implementation and User Stories feat. Zuri Group's Management Consulting Team

  So you’ve performed a system selection, prepared your team, and are ready to move to implementation. Now what? In part three of our series on the CRM lifecycle, Zuri Group’s Management Consulting team discusses the major considerations as you move...

  
• 09.22.2021

  The CRM Lifecycle Part 2: Readiness and Launch feat. Zuri Group's Management Consulting Team

  CRM implementations are not a sprint, not a marathon, but a triathlon. There are tons of moving parts, forcing you and your team to be dynamic, agile, and intensely prepared. What does it take to set yourself up for success?...

  
• 09.17.2021

  The CRM Lifecycle Part 1: System Selections feat. Zuri Group's Management Consulting Team

  What does preparation for a system selection look like? How do you assess appetite for change, define success metrics, and outline a coherent vision? In this episode of Nonprofit Notes, Zuri Group’s Management Consulting team does a deep dive into...

  
• 09.16.2021

  The Power of Change Management feat. Ellen Rohwer-Pappas and Kate Nimety

  Change management plays a critical role in every project, regardless of the scale or scope. It's key to managing expectations on both sides of the change curve– addressing concerns of change-resistant folks ,while taming those who are overzealous in...

  
• 08.13.2021

  World of Warcraft Spurs Success in Advancement feat. Adrian Owen Jones

  Like many of our guests on Nonprofit Notes, Adrian Owen Jones is wildly interesting. Formerly the Assistant VP for Advancement Services at Louisiana State University Foundation and now Chief Growth Officer at ThreeSixtyEight, Adrian discusses her background in grant management,...

  
• 08.10.2021

  Tools, Technology, and Trust feat. David Nolan and Travis Soyer

  Texas Christian University’s David Nolan and Travis Soyer are exceptional at what they do. Between leveraging TCU’s first billion dollar campaign in addition to day to day operations, David describes his role as “chief priority setter.” Listen in as David...

  
• 06.11.2021

  Data Driven Strategy & Informed Fundraising feat. Cheryl Ann Cerny

  “If I could write my dream position, this would be it.” Cheryl Ann Cerny, Associate Vice President for Advancement Operations and Campaign Director of the Worcester Polytechnic Institute, is a nuanced problem solver, risk seeker, and thought leader with over...

  
• 05.27.2021

  Artificial Intelligence and the Future of Generosity feat. Nathan Chappell

  From nearly not attending college to becoming Senior Vice President of DonorSearch Aristotle, Nathan Chappell embodies innovation and going against the grain. In this episode of Nonprofit Notes, Chris Cannon and Nathan Chappell dive into discussing the role of artificial...

  
• 05.03.2021

  Pillars of Thought: Guiding Principles of a Leader feat. Stephanie Burnett

  Clear communication, setting expectations, listening, and honesty. These key values guide Stephanie Burnett's leadership as Vice President of Zuri Group. In this session, Stephanie shares insight into the company culture, hiring strategies, and mantras that have shaped Zuri Group into...

  
• 04.28.2021

  Where New Tech and Philanthropy Intersect feat. Ellen Rohwer Pappas

  With more fundraising technology available each year, will privacy and artificial intelligence play larger roles in philanthropy? Ellen Rohwer Pappas, a leader in the Advancement Services space, shares her predictions on the future of fundraising.Want to learn more about Ellen?...

  
• 04.13.2021

  Be the Change You Wish to See feat. Michael Felberbaum

  As technology advances, we're faced with increasing distractions, demands, and competition for our attention. How can we tune out the noise to focus on what truly matters? Extending this idea to the Advancement Services field, Michael Felberbaum from Yale University...

  
• 04.05.2021

  The Inner-Workings of an Entrepreneur feat. John Murphy

  Where opportunity and experience meet, great ideas are born. In this session, founder of Zuri Group, John Murphy, shares his life trajectory that led him to starting Zuri Group along with the core principles that drive him today.Want to learn...

  
• 03.09.2021

  The Art of Creativity and Functionality in Technology feat. Molly Kelly

  Finding the equilibrium between creativity and technicality, Molly Kelly is an expert at bringing creative, functional solutions to life. From building a content management system to improving interface, conversion, and data management, no challenge is too big to embark on....

  
• 03.09.2021

  Addressing Data Gaps in Higher Ed feat. Dwight Dozier

  What insights do you glean from your donor data? Is it capturing just the basics, or does it paint a picture of who you're communicating with? Dwight Dozier, CIO for Georgia Tech University, introduces his theory of a 360 degree...

  
• 02.26.2021

  Growing ROI through Strategy feat. Christian Varano

  The nonprofit technology industry is about so much more than technology. It's about helping organizations do more with what they already have. Christian Varano, an expert in relationship management, shares his takeaways from 30 years in the nonprofit space in...

  
• 02.24.2021

  Tides of Change feat. Kate Nimety

  Adapting to change isn’t easy but is always better with Kate Nimety by your side. An expert in change management, Kate harnesses creativity and empathy to inspire individual acceptance amidst organizational transformation.Want to learn more about Kate? Contact her at...

  
• 02.19.2021

  There's Always a Solution feat. Usama Amin

  An advancement professional from both sides of the table, Usama Amin deeply understands the life of a development officer. And his philosophy? There’s always a solution. In this session, we’ll learn about Usama’s background and a few impactful trends he’s...

  
• 02.16.2021

  Nonprofit Sales: Return on Mission feat. Andrew Urban

  As organizations adapt to changes in business processes, culture, and events due to COVID-19, Andrew Urban is the first to lend a knowledgeable ear. Learn how Zuri's Director of Market Development got started in the nonprofit industry and his vision...

  
• 01.26.2021

  A Vision for Advancement Services feat. Chris Pipkins

  Meet Zuri's Chris Pipkins, a thought-leader in the Advancement Services space. In this session, Chris shares his perspectives on the nature of education, generational giving, and changing demographics within higher education. Want to learn more about Chris? Contact him at...

  
• 12.24.2020

  Welcome to Nonprofit Notes feat. Ken Swift

  Hosted by Chris Cannon, the inaugural episode of Nonprofit Notes welcomes nonprofit professionals from across the industry to join us for insightful discussions on topics of the trade.In this session, Ken Swift shares his introduction to Zuri Group as President...