The Information Technology Job Track will provide an opportunity for professionals who are responsible for technology solutions, protecting the overall technology environment, and maintaining hardware and software, to learn together away from their harried day-to-day work schedule. Here, they can focus on how to collaborate with other departments on the ways technology can enhance their products and services. This job track will allow IT professionals and those who fill that role at their JCC to build relationships, while concentrating on advancing in their own, ever-changing area of expertise.
IT Job Track Leader: Bob Kimsal, Senior Vice President and Chief Financial Officer
Responsible for overseeing JCC Association’s accounting, finance, human resources and information technology activities. These include production of the annual operating budget; interim financial reporting; annual audit; hiring, orientation and employee evaluation; billing and collection of member JCC dues; acquisition and deployment of technology, including computer hardware and software; office administration including document production and distribution.
Session 1: Once Upon a CRM— A Creation Story
Speakers: Fred Weiner, CFO, Peninsula JCC; Janice Wolf, CFO, Atlanta JCC; Kim Snyder, Chief Data Strategist, Nonprofit Roundtable; Lara Gilchrist, VP of Customer Enablement, Traction Rec
Description: The Peninsula and San Francisco JCCs in the Bay Area of California and the Marcus JCC in Atlanta found that no product in the current CRM (Customer Relationship Management) market was viable to improve and serve their businesses. They decided to pool resources to develop a Salesforce system with Traction on Demand. Follow their journey from discovery to implementation, and meet Traction Rec, the new, custom designed CRM that meets the complex needs of JCCs. The lessons learned on their journey mean you won’t have to start from scratch when choosing your next CRM.
The second half of this session will be an open conversation in which participants should come prepared to talk about the CRM they currently use and their likes and dislikes. Bring questions and challenges you’ve had in choosing, implementing, transitioning between, and integrating with CRM systems to share with the group. You’ll leave better equipped to make decisions about this critical tool for tracking and maintain participants to create the best possible relationship with them.
Session 2: Creating a Culture of Data Based Decision Making (Joint Session with Finance Job Track)
Speakers: Hilda Polanco, President, Fiscal Management Associates; Kim Snyder, Chief Data Strategist, Nonprofit Roundtable
Description: Hilda Polanco, president, Fiscal Management Associates and Kim Snyder, vice president of Nonprofit Roundtable will focus on connecting the dots between an organization’s theory of change and the data needed to provide evidence of intended outcomes, development of systems to track the appropriate data, integration of systems to increase access to the data, and creating a culture of analysis and sharing to support key decision making. Participants will leave understanding what data fluency means, why they need to build a culture around it, and the next steps to take in getting there.
Session 3: How Can We Keep Pace With Technology? (Joint Session with Marketing Job Track)
Speaker: Nigel Ryan, Marketing Director, Riverdale Y
Description: Learn how New York JCCs’ Digital Co-op can afford a state-of-the-art website platform at a shared cost and explore how this model can work for other tech needs. Nigel Ryan, marketing director of the Riverdale Y, will walk you through what the Digital Co-op offers, and how you can evaluate whether participating is right for your JCC.
Session 4: Completing Your Own Assessment & JResponse
Speaker: Randy Gavorin, Senior Director Information Technology, JCC Metro Detroit
Description: We will explore the changing security landscape for nonprofits, how this affects JCCs, and what the implications are for our business and customers. Then we will work with an informal assessment tool that you can take back to your J to help identify security vulnerabilities and easily focus your attention with your staff or manage service provider (MSP) to reduce your cyber security risk. You’ll leave with a greater understanding of cyber security risks and their implications for your J, how to focus your security assessments, and how to use the informal assessment tool.
Session 5: Reading the Tea Leaves: Making a Data-Driven Decision
Speaker: Daniel Norber, Redwoods Group
Description: This session will be a hands-on opportunity to think about your data as business intelligence. Daniel Norber of the Redwoods Group will help you determine which non-members are the most attractive prospects using real JCC data. Analyze a data set of members and nonmembers and find out!