EMPOWERED 2024 Foundation Software User Conference

JULY 17 – 19
View the Session Schedule with course descriptions, user level, and prerequisites below.

WEDNESDAY JULY 17

12:00 – 4:00

Early Afternoon

Afternoon

7:00 – 9:00

1–1 Sessions (previously scheduled)

Pre-Conference Networking – O’Shaughnessy Distilling CO. 

Free Time (explore, eat dinner, and relax before the conference kicks off)

Welcome Reception – JW Marriott Minneapolis Mall of America

THURSDAY JULY 18

7:00 – 8:00

8:00 – 9:00

Breakfast

Welcome and Opening Session

9:15 – 10:15

akoyaGO CRM Basics 101

Designed for beginners and new users, but welcome to all. This CRM Basics course will cover the fundamental aspects of akoyaGO CRM. Learn navigation tips and best practices, as well as explore tools within your CRM for day-to-day use.

Key topics: Recommended practices for data entry, views, entities, dashboards, relationships, activities, navigating Help Resources

akoyaGO Team User or higher

akoyaGO CRM Intermediate 201

Geared towards intermediate users who have experience using akoyaGO CRM. This course will provide a deeper dive into the various entities within akoyaGO and akoyaGO with accounting apps. Basic level navigation of Power Apps will also be provided in this course.

Key topics: Timelines/ tracking, connection types, tools area, audit history, marketing lists, navigating Power Apps

akoyaGO Administrator, akoyaGO Customizer, access to PowerApps

akoyaGO CRM for Administrators and Customizers 301

This course will provide tools, tips, and inspiration for administrators in akoyaGO CRM and Power Apps. Learn how to become a stronger administrator for your team by gaining troubleshooting skills and tailoring the system for your organization’s needs.

Key topics: Troubleshooting how-to’s, navigating tools, duplicate management, quality control

akoyaGO Customizer, access to PowerApps

10:30 – 11:30

GOapply – New Features and Functions

Learn more about our latest features and enhancements in GOapply. See examples of how applications and phases can be improved, processes can be more concise, and staff time can be reduced. Discover how our changes in the platform can affect your next cycle.

Key topics: Recent enhancements based on feedback, new functionality, improved processes

GOapply Administrator

GOdonate – New Features and Functions

Learn more about our latest features and enhancements in GOdonate. See examples of how GOdonate sites can be designed and set up to maximize the donor experience. Explore ways to manage donor journeys within GOdonate and the akoyaGO CRM.

Key topics: Troubleshooting how-tos, Navigating Tools, Duplicate Management, Quality Control

akoyaGO Team User or higher

Visualize Grantmaking with Power BI

Discover ways to visualize and measure your impact with Power BI tools inside akoyaGO CRM and in the Power BI app.

Key topics: Power BI data, Power BI charts, visualize this data tool vs. Power BI App

Power BI License

11:30 – 12:30

12:30 – 1:15

Lunch

General Session – The Power of WE
Keynote by Tatiana Hernandez, CEO of Community Foundation Boulder County

1:30 – 2:30

Communications Between CRM and Business Central

Understand the communication process between akoyaGO CRM and Business Central. Learn about the latest improvements to sync, as well as how accounting settings and tools help with standard procedures.

Key topics: Send to accounting features, best practices, sync, fund fees, spendable allotment, net asset sweep, auto balance, and JIA

Business Central access, akoyaGO with Accounting Administrator, Power BI license

GOfund – New Features and Functions

Learn more about our latest features and enhancements in GOfund. See examples of how GOfund sites can be designed and set up to maximize the fundholder experience. Explore ways to optimize the fund holder experience with GOfund and fund management in CRM.

Key topics: Recent enhancements based on feedback, new functionality, donor experience

akoyaGO with Accounting

GOapply – Scholarship Processes

Dive into GOapply for scholarships. Learn best practices, tips, and tricks to make scholarship cycles efficient for applicants, third-party responders, and staff.

Key topics: Application logic, phases, auto-match, reviewer

GOapply Administrator

2:45 – 3:45

Visualizing and Reporting Financials in Business Central

Navigate Business Central to find reporting and visualization options for your financial data. Learn how to find recommended out-of-the-box reports, make minor customizations, and visualize with Power BI.

Key topics: Recommended reports, filtering, editing, and visualizing with Power BI

Business Central access, akoyaGO with Accounting Administrator, Power BI license

Database Maintenance and Data Policy

Learn best practices for database maintenance and data policy. Discover options for data cleanup and recommended quality control.

Key topics: Data entry, duplicates, data policy

Tailoring the Staff Experience in Power Apps

Explore ways to customize your site with minor tweaks to make a major impact. Learn how to customize forms, edit system views, create fields, and review basic automation.

Key topics: PowerApps tables, views, forms, columns, and processes

akoyaGO Customizer, access to PowerApps

3:45 – 4:15

Evening

Snack Break

Dinner and Social Event – Science Museum of Minnesota

FRIDAY JULY 19

7:00 – 8:00

8:00 – 9:00

Breakfast

General Session – Driving Impact: Phianthropy’s Digital Evolution Client User Panel

9:15 – 10:15

Quality Control in Business Central

Learn simple practices that prevent errors and monitor key balances to avoid costly errors.

Key topics: Accounts payable, accounts receivable, recurring control tasks

akoyaGO with Accounting

Private Foundations – Focus Group

Participate in a focus group for non-accounting users, geared towards Private Foundations and Trusts looking to engage in a product discussion.

Key topics: GOverify, Bill.com

akoyaGO Team User or higher

akoyaGO Automations for Time Savings

Learn how to create simple automation that eliminates tedious tasks and saves time for system users.

Key topics: Business rules, legacy workflows

akoyaGO Customizer, acess to Power Apps

10:30 – 11:30

Change Management and Process Review

Share strategies with peers for continuously improving processes to optimize software tools, enhance operational efficiencies, and increase community impact.

Key topics: Change management, standard operating procedures, identifying processes, documentation

akoyaGO Email Templates and Communications

Understand different ways to communicate through akoyaGO CRM. Learn how and when to use email templates, letter templates, and flows to send communications.

Key topics: Email templates, letter templates, workflows, Power Automate

akoyaGO Administrator or higher

GOapply – Advanced Building Techniques

Geared towards experienced GOapply users, learn how to enhance your applications and phases with form builder tricks, mapping tips, and more.

Key topics: Form editor, mapping panels, GOapply settings

GOapply Administrator

11:30 – 12:00

12:00

Closing Announcements and Farewell

Lunch

SUGGESTED BREAKOUTS

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