EMPOWERED 2026 SCHEDULE

Monday, July 20th through Wednesday, July 22nd at The Westin Indianapolis
View the Overview Schedule below and stay tuned for the finalized, detail session schedule to come.

Registration for EMPOWERED 2026 will open April 1st. We hope you can join us for the foundation software event of the year!

Donor Relations

Administration

Grants Management

Finance & Accounting

All akoyaGO Users

MONDAY JULY 20

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.

10:00 – 2:00 pm

1:00 – 3:00 pm

Pre-Conference Walking Tours with Indiana Landmarks

Conference Check-In at The Westin Indianapolis

3:00 – 4:00 pm

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.

Donor Relations

Administration

Grants & Scholarships Management

Finance & Accounting

All akoyaGO Users

Private Foundations

4:15 – 5:00 pm

5:00 – 6:00 pm

6:00 pm

Opening Session

Welcome Reception – The Westin Indianapolis

Explore & Dine

Enjoy dinner on your own and explore the city. Recommendations from Visit Indy and the akoyaGO team.

TUESDAY JULY 21

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 – 8:45 am

9:00 – 10:00 am

Breakfast

Breakout Sessions

9:00-10:00 am

Money In, Monday Out: Connecting Donors and Grantees

akoyaGO Team User or Higher

Learn more about Connecting donors and grantees by utilizing the full moves management cycle in akoyaGO. 

Objectives

1. Utilizing donor opportunities and funding opportunities

2. Categorizing data with interests, programs, and service areas

3. Tracking and reporting moves management across akoyaGO products

4. Foundation specific examples

Not Your Average Letter: Supercharged Templates with Sub-Grids

Intermediate

Suggested: System Customizer Role

Learn how to create and use letter templates effectively, including advanced features like sub-grids. The session focuses on practical setup and avoiding common template issues.

Objectives

1. Using sub-grids to display related records

2. Formatting and merge-field best practices

3. SharePoint prerequisites and troubleshooting

4. Preparing templates for mailable fund statements

Making the Match: Scholarship Automatching Starts Here (Part I)

GOapply Admin Role

Learn how to set up scholarship automatching, from eligibility criteria to testing and launch.

Objectives

1. Criteria building and field mapping

2. Testing before GOlive

3. Managing requested scholarships

4. Common matching issues

ON THE LEDGE-R: The Business Central Game Show

akoyaGO+accounting

Business Central Essentials License

Finance User

Join industry professionals and akoyaGO staff to test your Business Central skills in an interactive game-show-style session. Impress your colleagues and learn something new along the way.

Objectives

1. Review Common Tools

2. Gain Insight into BC Processes

3. Achieve Bragging Rights

User Group: Private Foundations

This User Group is designed for Private Foundation staff looking to connect with other private foundations, trusts, and charities using akoyaGO.

This session is for users of akoyaGO (non-accounting); mostly Private, Family and Corporate Grantmakers.

Objectives

1. Peer-to-peer networking, ideating and knowledge sharing

2. Bring questions for your fellow Private Foundation peers

10:00 – 10:20 am

GOsupport express

In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.

10:20 – 11:20 am

Breakout Sessions

10:20-11:20 am

User Group: Donor Relations

All Users

This User Group is designed for akoyaGO users who serve in donor relations departments including development, donor engagement, marketing, etc. Speak with your peers about moves management and donor management in the CRM, GOfund features, and GOdonate.

Objectives

1. Peer-to-peer networking, ideating and knowledge sharing

2. Bring questions for your fellow Donor Relations peers

Garbage In, Garbage Forever: Why Clean Data Matters

akoyaGO Administrator

Clean data is essential for accurate reporting, effective communications, and smooth system integrations. This session focuses on practical best practices for maintaining data quality in Dynamics 365, including how duplicate detection works, how to promote consistency across your CRM, and how to handle sensitive life events like deaths and divorces.

Objectives

1. Understand and use duplicate detection rules effectively

2. Promote consistent data entry and maintenance across the CRM

3. Handle deceased and divorced constituent records with confidence and care

4. Reduce downstream issues in reporting, communications, and integrations

Managing the Match: Automatch Scholarship Processing (Part II) 

GOapply Admin Role

Scholarship automatching is more than setup—it’s about managing the process through every stage. This session walks through how to monitor status tracking records and requests, manage internal and external reviews, and confidently process, approve, or deny scholarship requests.

Objectives

1. Set up and manage automatch components

2. Monitor Status Tracking Records and Requests

3. Processing Requested Scholarships and viewing

4. Scholarship Specific Data using Requested Scholarships

5. Advance records through later phases

6. Manage notifications and communications

Business Central Tips that PAY Off

akoyaGO+accounting

Business Central Essentials License

Finance User

Get the most out of Business Central by learning the lingo. Discover where the find relevent information, filter for success, personalize the UI, and make simple reports.

Objectives

1. Explore Subledgers

2. Filtering Tips and Tricks

3. Learn how to Personalize

4. Simple Report Setup and Customization

The “GO” Faster Guide: AI & Shortcuts You’ll Actually Use

akoyaGO Team User or higher

See how foundations are using Copilot and AI features in akoyaGO to save time and work more efficiently, with a focus on real, practical examples.

Objectives

1. Everyday Copilot use cases

2. Searching and summarizing records

3. Prompting tips for better results

4. Data quality and validation considerations

11:20 – 11:40 am

GOsupport Express

In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.

11:40 – 12:30 pm

Keynote Session

12:30 – 1:30 pm

Lunch

1:00 – 2:00 pm

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 pm

Breakout Sessions

2:00-3:00 pm

From Ledger to Letter: Mailable Fund Statements

akoyaGO+accounting (Admin or User Role)

Recommended: Familiarity with Letter Templates

Learn how to build, test, and maintain fund fee formulas using the new formula builder (coming soon!). This session is designed to help foundations confidently move to the updated fee formula tool.

Objectives

1. Generating fund statements

2. Assigning formats and cover letters

3. Mailable statement workflows

4. Quality checks before distribution

Automate Without Regret

Intermediate

Suggested: System Customizer Role and Access to PowerApps

Learn how to streamline communications in akoyaGO using workflows and email templates—without losing control. This session covers the difference between automated and on‑demand workflows, how emails behave inside workflows, and the best ways to use email templates both within and outside of automation.

Objectives

1. Create and manage email templates for reuse

2. Call email templates from workflows the right way

3. Decide between automated vs. on‑demand workflows

4. Send email templates outside of workflows when automation isn’t the best fit

GOapply Submissions Troubleshooting 101

GOapply Admin Role

Build confidence troubleshooting GOapply submissions. Learn how to identify where issues occur and how to support applicants effectively.

Objectives

1. Common user and configuration errors

2. Status tracking stages explained

3. Using diagnostics tools

4. When and how to escalate issues

FEE-For-All: Build Your Own Fund Fees

akoyaGO+accounting

Accounting Admin Role

Finance User

Learn how to build, test, and maintain fund fee formulas using the new formula builder (coming soon!). This session is designed to help foundations confidently move to the updated fee formula tool.

Objectives

1. Fund fee formula components and logic

2. Testing formulas before GOlive

3. Handling exceptions and special funds

4. Why moving to the new format matters

User Group: Grants & Scholarships in GOapply

This User Group is designed for team members utilizing GOapply and akoyaGO for grants and/or scholarship management as well as reviewers.

Objectives

1. Share successes that you’ve had using GOapply for your grant/scholarship cycles

2. Crowd source suggestions/feedback on any challenges you’ve encountered

3. Learn some best practices directly from your peers

3:00 – 3:20 pm

GOsupport Express

In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.

3:20 – 4:20 pm

Breakout Sessions

3:20-4:20 pm

From Promise to Payment: The New Pledge Process

akoyaGO+accounting

Accounting Admin Role

Finance User

Walk through the redesigned pledge process, including what has changed, what remains the same, and how pledges appear in CRM and Business Central.

Objectives

1. End-to-end pledge walkthrough

2. Adjustments and write-offs

3. Differences for new vs. pre-existing pledges

4. Applying GOdonate gifts to a pledge

AI That Actually Helps

Intermediate

akoyaGO Admin Role

AI can absolutely save time in foundation work — if you use it safely and in the right places. This intermediate session is for non-technical users who already understand their workflows and want practical, repeatable ways to use AI for everyday tasks like drafting communications, summarizing notes, organizing data, and improving consistency. We’ll focus on real scenarios for grants management, scholarship programs, donor relations, and finance/admin, using Microsoft tools you likely already have.

Objectives

1. Identify “good AI tasks” vs. “risky AI tasks” in foundation work (and why)

2. Use 4–5 reusable prompt patterns to draft, summarize, and structure content quickly

3. Apply a simple Safety & Accuracy Checklist to avoid confidentiality leaks and “AI hallucinations”

4. Improve outputs with step-by-step refinement (tone, audience, constraints, and citations)

5. Execute practical AI-assisted work in Word, Excel, Teams (and understand where Dynamics/BC fit in)

Beyond Data Entry: Using akoyaGO for Smarter Grantmaking

Learn how to use akoyaGO data to support stronger grantmaking decisions. This session focuses on moving from data entry to analysis and insight.

Objectives

1. Structuring data for reporting

2. Program vs. portfolio-level insights

3. Board-ready reporting examples

4. Avoiding over-customization

Workshop: Putting It All Together – Building & Sending Templates

akoyaGO+accounting (Admin or User Role)

Recommended: Familiarity with Letter Templates

Learn how to create and use letter templates effectively, including advanced features like sub-grids. The session focuses on practical setup and avoiding common template issues.

Objectives

1. You’ve learned how to configure Mailable Fund Statements and design Letter Templates and Subgrids — now it’s time to put that knowledge into action.

2. Attendees will actively build and refine real-world fund statement communications by combining statement data, letter templates, and subgrid-driven content.

3. Participants will leave with practical progress they can immediately apply in their own environment.

User Group: Finance in Business Central

This User Group is designed for finance and accounting team members working in Business Central and akoyaGO with accounting.

Objectives

1. Peer-to-peer networking, ideating and knowledge sharing

2. Bring questions for your fellow Business Central peers.

4:20 – 4:50 pm

GOsupport Express

In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.

4:50 – 5:30 pm

5:30 – 8:30 pm

Free Time

Evening Social Event (with food and drinks) Indiana Historical Society

10:00 – 10:15

GOsupport Express

In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.

WEDNESDAY JULY 22

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 – 8:45 am

9:00 – 10:00 am

Breakfast

Keynote Session

10:00 – 10:20 am

GOsupport Express

In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.

10:20 – 11:20 am 

Breakout Sessions

10:20-11:20 am

Choosing & Using: Marketing Lists vs. Mailing Lists

Intermediate

Recommended: System Customizer Role

Get clarity on the differences between marketing lists and mailing lists and when to use each. This session focuses on real-world use cases and intended use.

Objectives

1. Key differences between list types
 
2. Typical use cases for each
 
3. List maintenance and data hygiene
 
4. Examples from campaigns and newsletters

Clean Up Crew: Managing Storage in akoyaGO

akoyaGO Admin Role

System Customizer Role

Learn how to review your storage capacity, identify which tables and processes are consuming the most space, and apply sandbox best practices, including when it’s safe to remove one. We’ll also cover how to turn off deprecated processes, clean up unneeded system jobs in bulk, and evaluate what to review before increasing storage, so you can maintain a healthier, more efficient environment.

Objectives

1. Review storage capacity and high‑usage areas

2. Identify tables and processes driving storage growth

3. Apply sandbox best practices, including safe removal

4. Turn off deprecated processes and clean up legacy jobs

5. Bulk delete unneeded records to reclaim space

6. Evaluate cleanup options before purchasing additional storage

7. Audit logs and record retention best practices

Running Smooth Reviews in GOapply

GOapply Admin Role or higher

GOmanager Security Role

Learn how to configure and manage reviews in GOapply, including review groups, scoring, and best practices for monitoring reviewer progress.

Objectives

1. Review group setup and scoring
 
2. Different methods for assigning submissions
 
3. Monitoring reviewer progress
 
4. Common configuration errors
 
5. Tracking responses

Beyond Cash: Processing Stock, Real Estate & Non-Cash Gifts

akoyaGO+accounting

Accounting Admin Role

Finance User

Work through real-world scenarios for non-cash gifts such as stock and real estate. Learn how to record, process, and account for these gifts correctly.

Objectives

1. Recording non-cash gifts in CRM

2. Held vs. sold asset scenarios

3. Journal entries and gain/loss tracking

4. When to process in CRM vs. Business Central

User Group: New Users & akoyaGO Suite Navigation

This User Group is designed for all attendees, particularly those who are new to the akoyaGO suite of products.

Objectives

1. Peer-to-peer networking, ideating and knowledge sharing

2. Bring questions for your akoyaGO Users

11:20 – 11:40 am

GOsupport Express

In between sessions, drop by an open station for a quick, one-on-one conversation with an akoyaGO team member.

11:40 – 12:40 pm

Breakout Sessions

11:40-12:40 pm

Powering Giving Days with Marketing Tools in akoyaGO

Intermediate

akoyaGO Administrator (with or without accounting) role (or similar communications role)

See how foundations use akoyaGO as a full marketing engine for Giving Days and campaigns. This co-led session walks through segmentation, outreach, and gift tracking from start to finish.

Objectives

1. Segmenting audiences with marketing and mailing lists

2. Tracking campaign activities and events

3. Connecting GOdonate gifts back to campaigns

4. Post-campaign reporting and follow-up

User Group: Admins & Power Users in akoyaGO

All attendees are welcome, particularly those who are well versed in the akoyaGO suite of products or who want to learn from other experienced users.

In this User Group we want to provide a space for our more advanced users to share and learn about tips and tricks in akoyaGO and other Microsoft Platforms tied to our software.

Objectives

1. Peer-to-peer networking, ideating and knowledge sharing

2. Bring questions for your fellow Admins & Power Users

Invite-Only Application Cycles, Done Right

GOapply Admin Role or higher

Learn how to design and manage invite-only GOapply cycles, with a focus on applicant experience and staff workflows.

Objectives

1. Contact vs. constituent invites
 
2. Applicant registration experience
 
3. Communication before and during invites
 
4. Best practices for questions and profiles

The 4-1-1 on 1099s

akoyaGO+accounting

Business Central (Full Access)

Finance User

Get ready for year-end 1099 reporting in Business Central. This session covers required setup, key reports, and changes from prior processes so accounting teams can complete year-end with confidence.

Objectives

1. Annual setup steps

2. Assigning 1099 codes to vendors and transactions

3. Adjustments

4. Key differences between the new and old process

How to akoyaGO: Working with akoyaGO Teams for Best Results

Get a transparent look at how to work with akoyaGO for shared success. Learn how teams operate, how cases and suggestions flow, and how to get issues resolved faster.

Objectives

1. When to reach out to GOsupport vs. your Account Manager

2. The difference between general support, New Work and how items are billed

3. Anatomy of a great GOsupport case

4. How users groups, documentation and product update webinars improve the client experience

5. Lifecycle of bugs, product suggestion prioritization, development sprints, and the evolving product roadmap

12:40 – 1:40 pm

1:00 – 1:30 pm

Lunch

Product Roadmap & Closing Session

1:45 – 2:30 pm

GOsupport Express

Drop by for any final questions before you depart.

CALL FOR PROPOSALS

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.

Keynote Opportunities

We are looking for dynamic client voices to take part in the following keynote opportunities:

  • Michigan Client Spotlight: Highlighting impact and philanthropy in Detroit and surrounding communities
  • Rural & Urban Perspectives: A client panel exploring trends and impact stories
  • Client-Led Keynote: Share your organization’s impact in a way that resonates with fellow foundations

We also welcome additional keynote topics that align with philanthropy, innovation, and impact.

Tatiana Hernandez Community Foundation Boulder County

Breakout Session Contributions

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:

  • CRM/GMS: Managing relationships and tracking impact effectively
  • GOapply: Enhancing applicant and reviewer experiences
  • GOfund: Optimizing donor management and stakeholder engagement 
  • GOdonate: Streamlining donation processes and fundraising initiatives 
  • Business Central: Strengthening operations with financial and fund management tools
These contributions will serve as real-world examples in our breakout sessions.

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