AUGUST 5-7
View the Session Schedule with course descriptions, user level, and prerequisites below.
TUESDAY AUGUST 5
Afternoon
3:00 – 4:00
4:15 – 5:00
5:00 – 6:00
6:00
Conference Check-In
Function-Focused Icebreakers
Join these facilitated icebreaker sessions to connect with peers in similar roles, providing an opportunity to share experiences, discuss challenges, and build valuable connections before the conference kicks off.
Opening Session
Welcome Reception – The Westin Book Cadillac Detroit
Explore & Dine
Enjoy dinner on your own and explore the city.
1:00 – 3:00
3:00 – 4:00
Conference Check-In
Function-Focused Icebreakers
Join these facilitated icebreaker sessions to connect with peers in similar roles, providing an opportunity to share experiences, discuss challenges, and build valuable connections before the conference kicks off.
Administration
Finance & Accounting
New akoyaGO User
Private Foundations
4:15 – 5:00
5:00 – 6:00
6:00
Opening Session
Welcome Reception – The Westin Book Cadillac Detroit
Explore & Dine
Enjoy dinner on your own and explore the city.
WEDNESDAY AUGUST 6
Morning
Afternoon
Evening
Breakfast
Keynote & Breakout Sessions
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
Lunch
Keynote & Breakout Sessions
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
Dinner & Social – Outdoor Adventure Center
8:00 – 9:00
9:00 – 10:00
10:00 – 10:15
Breakfast
General Session
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
10:15 – 11:15
Explore GOdonate from both the donor and foundation staff perspectives in this scenario-based training. Follow the journey of a donor using the gift basket experience, from selecting funds to completing a transaction. Then, switch perspectives to process donations as foundation staff, ensuring smooth management and accurate record-keeping. This session will provide a step-by-step walkthrough of transaction processing, equipping you with the knowledge to optimize the donation experience for all users.
Objectives
1. Experience the full donor journey using the new GOdonate Gift Basket (donation cart) feature
2. Learn how to process and manage donations efficiently as foundation staff
3. Understand transaction workflows from submission to completion
Mastering Time Management with Tasks & Activities
Take control of your daily workflow with structured task management in your CRM. This interactive, scenario-based session will guide you through organizing tasks and activities effectively. Using real-world user stories, participants will learn to create and customize key task views, integrate them into a personalized dashboard, and develop a system for weekly task tracking. Whether attending one session or building upon a consecutive session, you’ll walk away with actionable strategies to streamline your workload.
Objectives
1. Learn best practices for managing daily and weekly tasks in the CRM
2. Create custom task views to optimize productivity
3. Build a task management dashboard tailored to your workflow
Unlock the full potential of GOapply’s multi-phase application process with a step-by-step walkthrough of best practices and recent enhancements. This session will explore how to structure an application journey, from initial submission to final reporting. Learn how to advance applications through key stages, create requirements, and automate notifications to keep applicants informed. By the end, you’ll have a clear roadmap for setting up an efficient, user-friendly multi-phase opportunity.
Objectives
1. Gain insight into the structured steps of a multi-phase application in GOapply
2. Explore notification examples for each stage, including reminders and confirmations
3. Learn best practices for creating and managing requirements
4. Understand recent enhancements designed to improve the applicant experience
Audit? More Like “GOT IT!”
Join industry professionals and akoyaGO staff as they discuss tools and strategies for preparing for audit. Review Business Central functions and resources to feel prepared for your next financial audit.
Objectives
1. Learn how an experienced CPA prepares for an audit
2. Discuss strategies for maintaining data to ensure audit preparation is smooth
3. Review reports commonly requested by auditors
User Group: New Users
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
10:15 – 11:15
Explore GOdonate from both the donor and foundation staff perspectives in this scenario-based training. Follow the journey of a donor using the gift basket experience, from selecting funds to completing a transaction. Then, switch perspectives to process donations as foundation staff, ensuring smooth management and accurate record-keeping. This session will provide a step-by-step walkthrough of transaction processing, equipping you with the knowledge to optimize the donation experience for all users.
Objectives
2. Learn how to process and manage donations efficiently as foundation staff
3. Understand transaction workflows from submission to completion
Mastering Time Management with Tasks & Activities
Take control of your daily workflow with structured task management in your CRM. This interactive, scenario-based session will guide you through organizing tasks and activities effectively. Using real-world user stories, participants will learn to create and customize key task views, integrate them into a personalized dashboard, and develop a system for weekly task tracking. Whether attending one session or building upon a consecutive session, you’ll walk away with actionable strategies to streamline your workload.
Objectives
1. Learn best practices for managing daily and weekly tasks in the CRM
2. Create custom task views to optimize productivity
3. Build a task management dashboard tailored to your workflow
Unlock the full potential of GOapply’s multi-phase application process with a step-by-step walkthrough of best practices and recent enhancements. This session will explore how to structure an application journey, from initial submission to final reporting. Learn how to advance applications through key stages, create requirements, and automate notifications to keep applicants informed. By the end, you’ll have a clear roadmap for setting up an efficient, user-friendly multi-phase opportunity.
Objectives
1. Gain insight into the structured steps of a multi-phase application in GOapply
2. Explore notification examples for each stage, including reminders and confirmations
3. Learn best practices for creating and managing requirements
4. Understand recent enhancements designed to improve the applicant experience
Audit? More Like “GOT IT!”
Join industry professionals and akoyaGO staff as they discuss tools and strategies for preparing for audit. Review Business Central functions and resources to feel prepared for your next financial audit.
Objectives
1. Learn how an experienced CPA prepares for an audit
2. Discuss strategies for maintaining data to ensure audit preparation is smooth
3. Review reports commonly requested by auditors
User Group: New Users
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
11:15 – 11:30
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
11:30 – 12:30
Build stronger donor relationships by understanding the full lifecycle of donor and fundholder cultivation. This scenario-based session will follow a prospect’s journey from initial interest to active fundholder, highlighting key touchpoints. Learn how to track and manage each stage in your CRM, leverage tools like GOfund for donor engagement, and streamline the fund setup process. Walk away with a roadmap for turning prospects into long-term partners.
Objectives
1. Follow a donor’s journey through key stages, from prospect to fundholder
2. Learn how to track and manage donor cultivation within your CRM
3. Explore best practices for guiding prospects through the fund setup process
4. Understand how to provide fundholders with access to GOfund and encourage ongoing contributions
Save time and enhance communication by automating key notifications with process workflows. This session will walk through real-world scenarios, demonstrating when and how to use workflows to notify staff, send award emails, track status changes, and deliver reminders. Attendees will gain hands-on experience building workflows in the editor, crafting email templates, and applying best practices to ensure clear, timely messaging.
Objectives
1. Learn how to automate notifications for staff and applicants at key points in a process
2. Explore workflow examples, including award notifications, status updates, and reminders
3. Build workflows step-by-step using the workflow editor
4. Create effective email templates with best practices for clarity and engagement
A successful GOapply cycle starts with planning and execution. This session will walk through the essential steps for launching an application cycle with confidence, from finalizing opportunity settings to communicating with applicants. Learn best practices for setting deadlines, configuring requirements, and ensuring a successful experience for both applicants and reviewers. By following a structured approach, you’ll set your cycle up for success and minimize the need for mid-cycle adjustments.
Objectives
1. Review key steps to take before launching a GOapply cycle
2. Learn how to configure opportunity settings, deadlines, and requirements
User Group: Finance & Accounting
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
Data Entry Best Practices: Work Smarter, Not Harder
Accurate and efficient data entry is the foundation of a well-organized system. This session will cover essential best practices to streamline your workflows, minimize errors, and improve data consistency. Learn simple but effective techniques to save time, ensure data integrity, and maximize the value of your CRM. Whether you’re entering new records, updating existing ones, or performing bulk data actions, this session will equip you with the skills to work smarter, not harder.
Objectives
1. Learn key data entry techniques to improve efficiency and accuracy
2. Explore time-saving tools and shortcuts within your CRM
3. Understand how to maintain data consistency and avoid common errors
4. Develop habits to keep your database clean and organized for long-term success
11:30 – 12:30
Build stronger donor relationships by understanding the full lifecycle of donor and fundholder cultivation. This scenario-based session will follow a prospect’s journey from initial interest to active fundholder, highlighting key touchpoints. Learn how to track and manage each stage in your CRM, leverage tools like GOfund for donor engagement, and streamline the fund setup process. Walk away with a roadmap for turning prospects into long-term partners.
Objectives
1. Follow a donor’s journey through key stages, from prospect to fundholder
2. Learn how to track and manage donor cultivation within your CRM
3. Explore best practices for guiding prospects through the fund setup process
4. Understand how to provide fundholders with access to GOfund and encourage ongoing contributions
Save time and enhance communication by automating key notifications with process workflows. This session will walk through real-world scenarios, demonstrating when and how to use workflows to notify staff, send award emails, track status changes, and deliver reminders. Attendees will gain hands-on experience building workflows in the editor, crafting email templates, and applying best practices to ensure clear, timely messaging.
Objectives
1. Learn how to automate notifications for staff and applicants at key points in a process
2. Explore workflow examples, including award notifications, status updates, and reminders
3. Build workflows step-by-step using the workflow editor
4. Create effective email templates with best practices for clarity and engagement
A successful GOapply cycle starts with planning and execution. This session will walk through the essential steps for launching an application cycle with confidence, from finalizing opportunity settings to communicating with applicants. Learn best practices for setting deadlines, configuring requirements, and ensuring a successful experience for both applicants and reviewers. By following a structured approach, you’ll set your cycle up for success and minimize the need for mid-cycle adjustments.
Objectives
1. Review key steps to take before launching a GOapply cycle
2. Learn how to configure opportunity settings, deadlines, and requirements
User Group: Finance & Accounting
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
Data Entry Best Practices: Work Smarter, Not Harder
Accurate and efficient data entry is the foundation of a well-organized system. This session will cover essential best practices to streamline your workflows, minimize errors, and improve data consistency. Learn simple but effective techniques to save time, ensure data integrity, and maximize the value of your CRM. Whether you’re entering new records, updating existing ones, or performing bulk data actions, this session will equip you with the skills to work smarter, not harder.
Objectives
1. Learn key data entry techniques to improve efficiency and accuracy
2. Explore time-saving tools and shortcuts within your CRM
3. Understand how to maintain data consistency and avoid common errors
4. Develop habits to keep your database clean and organized for long-term success
12:30 – 1:15
1:15 – 1:45
Lunch
General Session
1:45 – 2:00
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
2:00 – 3:00
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
Ensure secure and efficient staff management by understanding how to properly assign security roles, teams, and permissions within your system. This session will focus on out-of-the-box security roles, explaining the differences between Teams vs. Admin roles and when to apply layered custom security settings. Learn best practices for onboarding new employees, offboarding departing staff, and maintaining system security during staff transitions. Additionally, explore standard responsibilities for Database Admins to manage staff turnover and perform annual database maintenance.
Objectives
1. Understand OOB security roles and when to use them
2. Learn the differences between Teams vs. Admin roles and how to layer permissions
3. Explore best practices for onboarding and offboarding employees securely
4. Establish Database Admin responsibilities for managing staff transitions
Building on the Understanding a Multi-Phase Application Process in GOapply session, this hands-on workshop focuses on the reviewer experience throughout the grant cycle. Using the same scenario-based approach, you’ll walk through a submission and learn when and how to incorporate reviewers, assign them to groups, send reminders, calculate scores, collect comments, and finalize approvals. This session will equip you with best practices to ensure an efficient and well-organized review process.
Objectives
1. Learn when and how to introduce reviewers at different stages of the grant cycle
2. Walk through assigning reviewers to groups and managing access
3. Understand how to calculate scores, collect comments, and facilitate decision-making
4. Finalize approvals and ensure a seamless review process from start to finish
Objectives
1. Explore methods to set up new GL Budgets from scratch
2. Understand how to apply filters to GL Budgets for better analysis
3. Learn to use dimensions to categorize and analyze budget data effectively
Take your outreach to the next level with GOapply’s new mailing list functionality. In this hands-on workshop, you’ll learn how to create targeted mailing lists based on specific views and criteria. To get the most out of this session, come prepared with a mailing list in mind that you want to build. Ensure you have defined criteria for at least one specific mailing list and have a template in MS Word format for reference. Whether you’re reaching out to donors, applicants, or fundholders, this session will provide practical guidance to help you segment and refine your lists for more effective communication.
Objectives
1. Learn how to use the new mailing list functionality effectively
2. Build a targeted mailing list based on specific filters and views, ready for your next campaign
2:00 – 3:00
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
Ensure secure and efficient staff management by understanding how to properly assign security roles, teams, and permissions within your system. This session will focus on out-of-the-box security roles, explaining the differences between Teams vs. Admin roles and when to apply layered custom security settings. Learn best practices for onboarding new employees, offboarding departing staff, and maintaining system security during staff transitions. Additionally, explore standard responsibilities for Database Admins to manage staff turnover and perform annual database maintenance.
Objectives
1. Understand OOB security roles and when to use them
2. Learn the differences between Teams vs. Admin roles and how to layer permissions
3. Explore best practices for onboarding and offboarding employees securely
4. Establish Database Admin responsibilities for managing staff transitions
Building on the Understanding a Multi-Phase Application Process in GOapply session, this hands-on workshop focuses on the reviewer experience throughout the grant cycle. Using the same scenario-based approach, you’ll walk through a submission and learn when and how to incorporate reviewers, assign them to groups, send reminders, calculate scores, collect comments, and finalize approvals. This session will equip you with best practices to ensure an efficient and well-organized review process.
Objectives
1. Learn when and how to introduce reviewers at different stages of the grant cycle
2. Walk through assigning reviewers to groups and managing access
3. Understand how to calculate scores, collect comments, and facilitate decision-making
4. Finalize approvals and ensure a seamless review process from start to finish
Objectives
1. Explore methods to set up new GL Budgets from scratch
2. Understand how to apply filters to GL Budgets for better analysis
3. Learn to use dimensions to categorize and analyze budget data effectively
Take your outreach to the next level with GOapply’s new mailing list functionality. In this hands-on workshop, you’ll learn how to create targeted mailing lists based on specific views and criteria. To get the most out of this session, come prepared with a mailing list in mind that you want to build. Ensure you have defined criteria for at least one specific mailing list and have a template in MS Word format for reference. Whether you’re reaching out to donors, applicants, or fundholders, this session will provide practical guidance to help you segment and refine your lists for more effective communication.
Objectives
1. Learn how to use the new mailing list functionality effectively
2. Build a targeted mailing list based on specific filters and views, ready for your next campaign
3:00 – 3:15
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
3:15 – 4:15
Objectives
1. Explore GOfund capabilities tailored for private foundations
2. Highlight process improvements from a PF client currently using GOfund
3. Review configuration options and best practices for setup
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
Join us for an insightful session on leveraging Dynamics 365 to automate and simplify data entry processes. This course will explore various tools and techniques, including workflows and Power Fx formula fields, to enhance efficiency and accuracy in data management. Participants will gain a broad understanding of how to configure and utilize these features to optimize their data entry workflows, making it easier to manage information within your organization.
Objectives
1. Understand the basics of automating data entry using Dynamics 365.
2. Learn how to set up and configure workflows to streamline data processes.
3. Gain knowledge on using Power Fx formula fields to manipulate and manage data.
Transform raw data into meaningful insights with dashboards and reports tailored for annual reporting. This session will guide you through best practices for filtering and analyzing data, creating visuals that highlight key metrics, and structuring reports that provide clear, impactful takeaways. Explore real-world examples and learn how to build dynamic dashboards that showcase the information that matters most to your organization.
Objectives
1. Learn how to filter and organize data for annual reporting.
2. Gather ideas from fellow industry professionals on how to use dashboards for efficiency
Learn to build a letter template with the akoyaGO CRM Letters Entity in this hands on workshop. Come prepared with a mail merge word document that you hope to use as a letter template for future mailings.
Objectives
1. Create a tailored system view for Letters to organize and manage templates
2. Format Word documents to properly insert and configure merge fields
3. Build, save, and publish a Letter Template for use in future mailings
3:15 – 4:15
Objectives
1. Explore GOfund capabilities tailored for private foundations
2. Highlight process improvements from a PF client currently using GOfund
3. Review configuration options and best practices for setup
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
Join us for an insightful session on leveraging Dynamics 365 to automate and simplify data entry processes. This course will explore various tools and techniques, including workflows and Power Fx formula fields, to enhance efficiency and accuracy in data management. Participants will gain a broad understanding of how to configure and utilize these features to optimize their data entry workflows, making it easier to manage information within your organization.
Objectives
1. Understand the basics of automating data entry using Dynamics 365.
2. Learn how to set up and configure workflows to streamline data processes.
3. Gain knowledge on using Power Fx formula fields to manipulate and manage data.
Transform raw data into meaningful insights with dashboards and reports tailored for annual reporting. This session will guide you through best practices for filtering and analyzing data, creating visuals that highlight key metrics, and structuring reports that provide clear, impactful takeaways. Explore real-world examples and learn how to build dynamic dashboards that showcase the information that matters most to your organization.
Objectives
1. Learn how to filter and organize data for annual reporting.
2. Gather ideas from fellow industry professionals on how to use dashboards for efficiency
Learn to build a letter template with the akoyaGO CRM Letters Entity in this hands on workshop. Come prepared with a mail merge word document that you hope to use as a letter template for future mailings.
Objectives
1. Create a tailored system view for Letters to organize and manage templates
2. Format Word documents to properly insert and configure merge fields
3. Build, save, and publish a Letter Template for use in future mailings
4:15 – 4:30
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
4:15 – 5:30
5:30 – 8:30
Free Time
Dinner and Social Event – Outdoor Adventure Center
THURSDAY AUGUST 7
8:00 – 9:00
Afternoon
Breakfast
Keynote & Breakout Sessions
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
Lunch
GOsupport Express
Drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
8:00 – 9:00
9:00 – 10:00
10:00 – 10:15
Breakfast
General Session
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
10:15 -11:15
Take control of your GOfund setup by customizing key features to enhance fundholder engagement. This session will cover how to tailor the Recommend a Grant form, develop clear FAQs, and manage important documents to streamline the grant recommendation process. Learn best practices to ensure a seamless experience for both staff and fundholders.
Objectives
1. Review all GOfund Enhancements in the last year
2. Understand how to build a tailored Recommendation Form
Discover how fellow foundations are using Microsoft tools natively integrated with the akoyaGO CRM to enhance efficiency and streamline workflows. This client driven session features real-world examples from organizations that have successfully leveraged these tools in their day-to-day operations. Since akoyaGO does not provide direct support for these integrations, this session is an open discussion and exploration of how clients are making the most of these capabilities.
Objectives
1. Hear firsthand experiences from clients using Microsoft tools with akoyaGO
2. Explore real-world use cases for improving efficiency and collaboration
3. Learn from peers about challenges, successes, and creative solutions
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
Objectives
1. Review essential steps for closing the books at month- and year-end
2. Understand when automated processes run and their impact on fund balances
Streamline your payment processes with BILL (formerly Bill.com) integration in akoyaGO. This session is designed for private foundations looking to enhance their financial workflows with seamless payment processing and tracking. Learn how the integration works, key features, and best practices for managing approvals, payments, and reconciliations efficiently.
Objectives
1. Understand how BILL integrates with akoyaGO for clients without Business Central
10:15 -11:15
Take control of your GOfund setup by customizing key features to enhance fundholder engagement. This session will cover how to tailor the Recommend a Grant form, develop clear FAQs, and manage important documents to streamline the grant recommendation process. Learn best practices to ensure a seamless experience for both staff and fundholders.
Objectives
1. Review all GOfund Enhancements in the last year
2. Understand how to build a tailored Recommendation Form
Discover how fellow foundations are using Microsoft tools natively integrated with the akoyaGO CRM to enhance efficiency and streamline workflows. This client driven session features real-world examples from organizations that have successfully leveraged these tools in their day-to-day operations. Since akoyaGO does not provide direct support for these integrations, this session is an open discussion and exploration of how clients are making the most of these capabilities.
Objectives
1. Hear firsthand experiences from clients using Microsoft tools with akoyaGO
2. Explore real-world use cases for improving efficiency and collaboration
3. Learn from peers about challenges, successes, and creative solutions
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
Objectives
1. Review essential steps for closing the books at month- and year-end
2. Understand when automated processes run and their impact on fund balances
Streamline your payment processes with BILL (formerly Bill.com) integration in akoyaGO. This session is designed for private foundations looking to enhance their financial workflows with seamless payment processing and tracking. Learn how the integration works, key features, and best practices for managing approvals, payments, and reconciliations efficiently.
Objectives
1. Understand how BILL integrates with akoyaGO for clients without Business Central
11:15 -11:30
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
11:30 – 12:30
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
Duplicate records can create confusion and inefficiencies in your system. This session will cover proactive strategies to prevent duplicates using data policies and views, as well as how to identify, manage, and merge duplicate records effectively. Learn how to edit duplicate detection rules, run duplicate detection jobs, and ensure data integrity across your foundation’s database.
Objectives
1. Prevent duplicates using data policies and views
2. Understand how duplicate detection rules work and how to customize them
3. Learn how to run duplicate detection jobs to identify existing duplicates
4. Gain hands-on experience in merging records safely and efficiently
5. Establish best practices for maintaining clean and accurate data
Learn how to efficiently create and customize GOapply opportunities using both the Simple Form Builder and Advanced Editor. This session will guide you through the differences between the two tools, best practices for structuring applications, and how to optimize forms for ease of use. Whether you’re building a straightforward application or a more complex multi-phase process, you’ll gain meaningful insight on how to streamline your setup.
Objectives
1. Understand the differences between the Simple and Advanced Form Builder
Gain hands-on experience building custom financial reports in this interactive workshop. Walk through building a financial report with a custom row definition, column definition, and dimensional analysis. akoyaGO resources will be available to provide guidance, answer questions, and help you apply what you’ve learned to your own reporting needs.
Objectives
1. Learn how to create and edit financial reports within the system
Objectives
1. Understand the difference between configurations and customizations
2. Learn when and why to always use email templates
3. Identify high-risk customizations and when to avoid them
4. Explore tooltips and other built-in tools for guided system use
5. Develop a framework for making responsible system modifications
11:30 – 12:30
User groups are designed to hear from you, providing an opportunity to ask questions, engage with peers, and share feedback and best practices. These interactive discussions allow you to connect with fellow users, exchange ideas, and gain insights from different perspectives. Facilitated by akoyaGO Account Executives, these sessions create a collaborative space to explore challenges, solutions, and innovations in using akoyaGO.
Duplicate records can create confusion and inefficiencies in your system. This session will cover proactive strategies to prevent duplicates using data policies and views, as well as how to identify, manage, and merge duplicate records effectively. Learn how to edit duplicate detection rules, run duplicate detection jobs, and ensure data integrity across your foundation’s database.
Objectives
1. Prevent duplicates using data policies and views
2. Understand how duplicate detection rules work and how to customize them
3. Learn how to run duplicate detection jobs to identify existing duplicates
4. Gain hands-on experience in merging records safely and efficiently
5. Establish best practices for maintaining clean and accurate data
Learn how to efficiently create and customize GOapply opportunities using both the Simple Form Builder and Advanced Editor. This session will guide you through the differences between the two tools, best practices for structuring applications, and how to optimize forms for ease of use. Whether you’re building a straightforward application or a more complex multi-phase process, you’ll gain meaningful insight on how to streamline your setup.
Objectives
1. Understand the differences between the Simple and Advanced Form Builder
Gain hands-on experience building custom financial reports in this interactive workshop. Walk through building a financial report with a custom row definition, column definition, and dimensional analysis. akoyaGO resources will be available to provide guidance, answer questions, and help you apply what you’ve learned to your own reporting needs.
Objectives
1. Learn how to create and edit financial reports within the system
Objectives
1. Understand the difference between configurations and customizations
2. Learn when and why to always use email templates
3. Identify high-risk customizations and when to avoid them
4. Explore tooltips and other built-in tools for guided system use
5. Develop a framework for making responsible system modifications
12:30 – 1:15
1:15 – 1:45
Lunch
Product Roadmap & Closing Session
1:45 – 2:30
GOsupport Express
In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.
Make Your Voice Heard at EMPOWERED 2025: Submit a Conference Session Proposal by April 18!
Your experience, insights, and impact matter. EMPOWERED is a space where foundations connect, share, and shape the future of philanthropy together. Each year, our attendees tell us they value learning from their peers just as much as they do from industry experts. This is your opportunity to take the stage and inspire others with your journey.
We invite you to submit a proposal to speak at EMPOWERED 2025, whether as a keynote presenter or as part of our breakout sessions.
We are looking for dynamic client voices to take part in the following keynote opportunities:
We also welcome additional keynote topics that align with philanthropy, innovation, and impact.
Are you leveraging akoyaGO in a way that’s driving real change for your foundation? We’re seeking clients to share their experiences with specific features and functionalities within our breakout sessions. This is an excellent opportunity to showcase how your foundation is using:
We designed our content courses with your staff roles in mind (Grants Managers, Finance Team, Administrators, Donor managers, and new users). We created this chart of suggested courses based on feedback we received from User Groups and interactions with users. These are mere recommendations based on our planned content, we encourage you to choose the courses that you feel will bring you the most value!
THURSDAY JULY 18
Grants Management
Finance and Accounting
Administrators
Donor Relations
New akoyaGO User
9:15 – 10:15
Any session can apply
Any session can apply
akoyaGO CRM for Administrators and Customizers 301
Any session can apply
akoyaGO CRM Basics 101
10:30 – 11:30
GOapply – New Features and Functions
GOdonate – New Features and Functions
Visualize Grantmaking with Power BI
GOdonate – New Features and Functions
GOapply – New Features and Functions
1:30 – 2:30
GOapply – Scholarship Processes
Communications Between CRM and Business Central
Any session can apply
GOfund – New Features and Functions
Any session can apply
2:45 – 3:45
Tailoring the Staff Experience in Power Apps
Visualizing and Reporting Financials in Business Central
Database Maintenance and Data Policy
Any session can apply
Database Maintenance and Data Policy
FRIDAY JULY 19
Grants Management
Finance and Accounting
Administrators
Donor Relations
New akoyaGO User
9:15 – 10:15
Any session can apply
Checks and Balances in Business Central
akoyaGO Automations for Time Savings
akoyaGO Automations for Time Savings
Any session can apply
10:30 – 11:30
GOapply – Advanced Builder
Change Management and Process Review
akoyaGO Email Templates and Communications
akoyaGO Email Templates and Communications
Change Management and Process Review