Expedient’s Post

Are you headed to the National Coalition of Black Meeting Professionals this week in Birmingham? Don't miss the session on "Transforming Meeting Planners into Marketing Experts: Leveraging Data for Advanced Event Success" featuring Dharmesh Dayabhai Elaine Richardson, CMP and our CEO Joe Colangelo! Learn more about the event and all the sessions here: https://lnkd.in/eqWjcK7B #eventprofs #meetingprofs #NCBMP #eventanalytics #eventdata

"It’s always great to get an outside perspective, especially when times are more challenging”. Find out more about Malcolm Pape’s (CFO of CDW UK) experience of working with Positive Momentum. If you are interested in what life is like as part of the Positive Momentum, a Certified B Corp® community, watch our short film to find out more. Link in the first comment below.

Can't wait 🎉 I'll be sharing my thoughts on the relationship between data and marketing. If you are joining, let me know if you have questions on this topic, I'd be happy to cover it in the talk.

Wondering what makes #bbcon worth attending? Here are two (of many) reasons: Learn about upcoming Blackbaud product features and updates. Extend your professional circle and create lasting connections. Don't just take my word for it—read why Austen Brown of Prenger Solutions Group keeps  coming back year after year.

Wondering what makes #bbcon worth attending? Here are two (of many) reasons: Learn about upcoming Blackbaud product features and updates. Extend your professional circle and create lasting connections. Don't just take my word for it—read why Austen Brown of Prenger Solutions Group keeps  coming back year after year.

Wondering what makes #bbcon worth attending? Here are two (of many) reasons: Learn about upcoming Blackbaud product features and updates. Extend your professional circle and create lasting connections. Don't just take my word for it—read why Austen Brown of Prenger Solutions Group keeps  coming back year after year.

It’s great to be here at #ChannelFocus2024! Already connecting with new industry folks and learning from experts. Can’t wait to share our insights on smarter incentives tomorrow with Carrie Hanichak.

Thanks, Datava, for hosting a FREE Big Data/Big Climb book meet and greet at Corelation, Inc. Client Conference May 28-30! #data is one of #creditunions most robust assets and a significant part of #AI, yet data can feel a bit overwhelming. We can help. The Data Activation Series will provide you with the blueprint for activating your data to improve your members' lives. Here is what past students have said The gift of time "We were able to clean up our monthly reporting, saving about 8 hours a month for staff." CEO   Data Confidence "Our entire management team has been very interested in data... We started with a simple goals-tracking dashboard. This dashboard is provided to our entire team weekly and is discussed during our weekly all-staff meetings. Staff seems to be very motivated by the goals dashboard provided every week.. the lenders and they have consistently met and exceeded their monthly goals since this dashboard was rolled out." CEO     Clarity to launch "I wish I had taken this class sooner. While I came to the credit union with a strong ability to do analytics, I didn't know how to make it an organizational priority and connect it to the credit union's vision, mission, and strategies. Those pieces included creating a vision, solving for member friction, assessing data maturity, building a data analytics capability, doing data governance, and creating a culture of data consumption." CFO Looking forward to seeing you at the conference and helping you jumpstart your data activation! Bjoern Nordmann Gordon Flammer Frankie Duenas Bellwether Community Credit Union, APL Federal Credit Union, Donna Porchik Jeremy Bealla Jackie Taque, MBA Bill Birnie Tricia B. George Roehsner Dennis Weiskircher, CCUE Josh Koenig Park View Federal Credit Union

Be sure to tune into our Annual Meeting in 30 minutes! Link is in the post below:

Every Avantax Growth through Community meeting is special, but our recent Anthem, AZ, gathering was especially memorable! Longtime meeting leader RICH FENGER passed the torch to Tiffani D., who's excited to carry on what Rich helped build over the past 11 years. As the new meeting leader, Tiffani told us she's most looking forward to "Spending time with other Financial Professionals, building relationships and sharing best practices for our businesses and clients." #AvantaxCommunity #WealthManagement